1. Create the board
- Use the Kanban template to create a board.
- Add columns representing the different stages in the pipeline.
- Define maximum number of work-in-progress to monitor the number of tasks in each column.
- Use swimlanes to highlight important functionality.
2. Tune YouTrack to fit your process
- Use a Cumulative flow chart to see how the tasks are distributed at the moment.
- Set up notifications to get notified when the task is moved to a specific column.
- Add custom workflows to automatically assign tasks to people when the state of them changes.
- Use backlog right on the board if you follow Kanban methodology.
3. Use Knowledge Base
- Keep meeting notes, product requirements, internal processes descriptions and other working documents in one place.
- Mention your teammates in comments for effective collaboration and discussions.
- Create your private sections with personal notes and action items that no one except you will see.
- Use full-text search to find all relevant articles and important documents.