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Bonnie Wolfe edited this page Sep 24, 2022 · 8 revisions

How to Use Beta GitHub Project Boards

Message from Bonnie on Slack

2022-09-24 Hi PMs -- You may have noticed that GitHub has launched a new type of project board. Please hold off on using them for now. The website team had a 2-hour meeting with GitHub and here are some of our notes

  1. When you make the board it will have to have your project name, unlike the current boards, because they will all be in one place, so having multiple project boards be called "project board" or project management" will make it impossible to know which one is yours.
    1. Please add your project initials to your project board now. (e.g., Food oasis project board would be called FOLA: Project Management)
  2. Currently, they will be changing this hopefully soon, when you go to one of the new boards, you leave the menu for your project repo. So moving from board to issues to wiki tabs is impossible. You have to navigate back to your repo and the menu of how to do that has changed to a new placement that is not intuitive.
  3. Many projects have links in their wiki to the current boards. Each project will need to write up a migration plan for what links will need to be changed to make sure there are not out of date links on their project
  4. Many projects have cards on their project board. These will be automatically converted to draft issues and they don't work the same way as cards, so that information will need to be part of the projects migration plan. Probably these links will need to be moved to the wiki.

How to use them (when we do the migration)

Notes on how to create the project at the org level, associate the project to the repo and then access the project at the repo level

If you already have a project board, you can migrate

  • GitHub has made a migration tool
  • Make sure you have renamed your board before you use it
  • Make sure you have moved any info on cards into your wiki before you use it

How to create the project at the org level?

  • Go to https://github.com/hackforla
  • Click on "Projects" tab
  • Click on green "Create project" button on the right of your screen
  • Make sure to name it [project initials]: Project Management (e.g., FOLA: Project Management, YJN: Project Management, etc.)

How to get a project at the org level associated with a repo, such as the Website repo?

  • After creating a new beta project board, go to the repo (such as the Website repo) you want the board associated with
  • Make sure the "Projects (Beta)" is selected on the left side
  • Scroll down and click on the "Add Project" button. A dropdown with a search field should show up.
  • In the search field, type in the name of the beta board in the search field and results matching your search should show up. Click on the beta project you want associated with the repo.

How to access the project at the repo level?

  • After associating the project beta with a repo, you can access the project beta by going to the repo (such as the Website repo).
  • Make sure the "Projects (Beta)" is selected on the left side.
  • Then scroll down and you should see the project beta board listed.
  • Note: Who can see the board depends on what you set in the "Manage access" area of the project beta, such as public or private project, base role access, and who and what role people/teams have. (To get to "Manage access", go the to the project beta board, click on the 3 dots (...) on the top right of the board --> Settings --> Manage Access)
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