Configuring issues settings
The following topics detail how to configure settings for issues in CodeCatalyst.
Topics
Enabling or disabling multiple assignees
Follow these steps to configure the setting for multiple assignees for issues in CodeCatalyst.
To enable or disable multiple assignees
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In the navigation pane, choose Issues.
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Choose Active issues to open the issues view switcher dropdown menu and choose Settings.
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In Assignee in the Basic settings section, toggle the indicator to enable multiple assignees to be assigned to the same issue. An issue can have up to 10 assignees. If you do not enable this option, you will only be able to assign one assignee to an issue.
Configuring issue effort estimation
Follow these steps to configure the setting for effort estimations for issues in CodeCatalyst.
To configure effort estimation for issues
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In the navigation pane, choose Issues.
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Choose Active issues to open the issues view switcher dropdown menu and choose Settings.
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In Estimation in the Basic settings section, choose how the estimation values will be displayed. The types of estimates available are T-shirt sizing, Fibonacci sequencing, or Hide estimates. When the estimation type is updated, no data will be lost and the estimation value of all issues will be converted automatically. The conversion mapping is shown in the following table.
T-shirt size Fibonacci sequence XS
1
XS
2
S
3
M
5
L
8
XL
13
Statuses
You can add custom statuses on your board. Each custom status must belong to one of the following categories: Draft, Not started, Started, or Completed.
To create a status
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In the navigation pane, choose Issues.
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Choose Active issues to open the issues view switcher dropdown menu and choose Settings.
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In Statuses, choose the plus icon next to the category you want the status to be in.
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Name the status, then choose check mark icon.
Note
Choose the X icon to cancel adding a status.
The custom status is now visible on your board and shows as an option when creating an issue.
To edit a status
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In the navigation pane, choose Issues.
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Choose Active issues to open the issues view switcher dropdown menu and choose Settings.
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In Statuses, choose the edit icon next to the status you want to edit or change.
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Edit the status, then choose the check mark icon.
The edited status is now visible on your board.
To move a status
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In the navigation pane, choose Issues.
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Choose the ellipsis icon and choose Settings.
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In Statuses, choose a status you want to move.
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Drag and drop the status where you want it to be.
Note
You can only move a status within its designated category.
The statuses are now reordered on your board.
To deactivate a status
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In the navigation pane, choose Issues.
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Choose Active issues to open the issues view switcher dropdown menu and choose Settings.
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In Statuses, choose a status you want to deactivate.
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On the status you want to deactivate, choose the toggle on the status. The status is now grayed out.
Note
The deactivated status appears on the board until all issues are moved out of it. Issues cannot be added to a deactivated status.
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To reactivate a deactivated status, choose the toggle on the status. The status is no longer grayed out.
Note
There must be at least one active status in each category. If there is only one status in the category, you cannot deactivate it.
Labels
You can customize labels for issues. This includes editing the label and changing the color. Labels can help you categorize and organize your work.
Creating a label
In CodeCatalyst, you create labels by either adding them when you create a new issue or when you edit an existing issue. For more information, see Creating an issue in CodeCatalyst and Editing and collaborating on issues in CodeCatalyst.
Editing a label
Use the following procedure to change the name or color of an existing label.
To edit a label
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In the navigation pane, choose Issues.
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Choose Active issues to open the issues view switcher dropdown menu and choose Settings.
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On the Labels tile is a list of the labels used in the project. Choose the edit icon next to the label that you want to edit. Do one or more of the following:
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Edit the name of the label.
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To change the color, choose the color wheel. Use the picker to choose a new color.
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To save the changes you made to the label, choose the check mark icon.
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The changed label is now visible in your list of available labels. You can also see how many issues are using that label.
Note
You can choose the number displayed next to each label to navigate to the All issues page and see all issues that contain that label.
Deleting a label
You cannot currently delete an issues label in CodeCatalyst. If you remove a label from all issues, the label will appear in the Unused labels section in the Labels section of issue settings. Unused labels appear at the end of the list of labels when using filters or adding labels to an issue. You can find an overview of all labels (used and unused) and issues that have them in the issue settings.
Custom fields
You can create custom fields to help organize and view the work for your project. Custom fields are added to the list of available filters in Filter so you can filter issues by custom fields. Custom fields are name and value pairs. You filter by the name of the custom field, and then the value of that custom field.
An issue can have multiple custom fields.
Creating a custom field
In CodeCatalyst, you create custom fields by either adding them when you create an issue or when you edit an existing issue. For more information, see Creating an issue in CodeCatalyst and Editing and collaborating on issues in CodeCatalyst.
Deleting a custom field
Do delete a custom field, you must remove the custom field from each issue it is added to. When a custom field is deleted, you will no longer see the custom field in Filter. You can use filters to view all issues with a custom field, and remove them by editing the issues. For more information, see Finding and viewing issues and Editing an issue
