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Managing the growing number of issues- GitHub Project #348

@chrisdebian

Description

@chrisdebian

This project is going to be very popular, so will probably need a way of triaging issues, then automatically adding them to a backlog, so they can be addressed (if in-scope), in a manageable and controlled way.

How to use a GitHub Project as a Backlog and Kanban Board for librepods

This guide explains how to leverage GitHub's new Projects experience to manage the open issues of the kavishdevar/librepods repository as both a backlog and a Kanban board.


Step-by-Step Guide

1. Create a New Project

  • Navigate to your profile or organization page on GitHub and click the Projects tab.
  • Click New project.
  • Select the Board layout or a built-in template like "Team backlog" or "Basic Kanban" to pre-configure columns.
  • Give your project a descriptive name (e.g., librepods Backlog and Kanban) and click Create project.

2. Link the librepods Repository

Linking the repository makes it easy to add existing issues and automatically add new ones.

  • Within your newly created project, click the ... menu in the top-right corner, then select Settings.
  • Under Default repository, select kavishdevar/librepods from the dropdown list and click Save changes. This links the repository to the project and ensures new items created in the project automatically associate with that repo.

3. Add Existing Issues to the Project

Populate your board with existing open issues.

  • In your project's main view (e.g., the default "Backlog" table or board view), click the + button in a column or the "Add item" option.
  • Paste the URL of an issue or pull request from the librepods repo (e.g., github.com), or search for it directly within the add item interface.
  • Press Enter to add the item. Repeat this process for all relevant open issues.

4. Configure the Kanban Board View

A Kanban board layout is ideal for visualizing progress.

  • If the project isn't already in a board view, click on the current view name (e.g., "Backlog (Table)") and select Board from the "Layout" options.
  • The columns in the board view are typically based on a "Status" single-select field (Todo, In Progress, Done). You can simply drag and drop issues between these columns to update their status.

5. Automate Issue Triage (Auto-add new issues)

Configure the project to automatically add new issues from the librepods repository to your backlog (e.g., the Todo column).

  • In the top-right corner of your project page, click the ... menu, then select Workflows.
  • Under "Default workflows," find and click Auto-add to project.
  • Click Edit in the top-right of the workflow page.
  • Under "Filters," ensure the kavishdevar/librepods repository is selected and that "Issues and Pull Requests" are toggled on.
  • Click Save and turn on workflow.

6. Automate Status Updates (Move items to 'Done' on close)

Set up automation to automatically move issues when they are closed in the repository.

  • Go back to the Workflows settings.
  • Find and click Item closed.
  • Ensure that "issues and pull requests" are selected and set the status to Done.
  • Enable the workflow. Now, when an issue is closed in the main repo, its card on the project board will automatically move to the "Done" column.

Following these steps will provide a functional project board that acts as both a backlog and a Kanban board for managing the issues of the librepods repository.

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