Introduction and Setup of GitHub Projects
1. Introduction and Setup of GitHub Projects
Welcome back. Let's explore how GitHub Projects can streamline our workflow and enhance project management.2. Introduction to GitHub Projects
GitHub Projects is a versatile tool that enables teams to organize tasks, monitor progress, and collaborate efficiently. It provides a visual overview of task statuses, making project tracking simple and efficient. Projects integrate seamlessly with GitHub issues and pull requests, allowing for centralized task management. Teams can customize project boards to fit their specific workflows, streamlining development and bug tracking.3. GitHub Projects vs Projects (Classic)
Let's briefly discuss the differences between GitHub Projects and Projects (Classic). GitHub Projects offers flexibility and advanced features, allowing project boards independent of repositories, perfect for cross-repository workflows; supporting custom fields and automation. Projects (Classic), tied to repositories, was useful for basic tracking but was disabled in August 2024. We recommend using GitHub Projects for its enhanced capabilities and long-term support.4. Setting Up a GitHub Project
Let's walk through the steps to set up a GitHub Project. We'll use a scenario where the data team analyzes customer feedback to improve product offerings.5. Setting Up a GitHub Project - Projects
First, access the Projects tab in your GitHub repository or organization.6. Setting Up a GitHub Project - Projects
Click on "New Project" to start creating your project board.7. Setting Up a GitHub Project - Layouts
You can choose from several layouts8. Setting Up a GitHub Project - Table Layout
like Table,9. Setting Up a GitHub Project - Board Layout
Board,10. Setting Up a GitHub Project - Roadmap Layout
or Roadmap11. Setting Up a GitHub Project - Other Layouts
or use a template provided by GitHub.12. Setting Up a GitHub Project - Project Name
Next, we'll create a new project board. Name it "Customer Feedback Analysis." Choose whether to use a template or start from scratch.13. Setting Up a GitHub Project - Customize Layout
Now, let's customize the project layout to fit our team's needs. Add columns for different stages of your workflow, such as "To Do," "In Progress," and "Done." These columns help us organize tasks and visualize the progress of each task.14. Setting Up a GitHub Project - Adding Tasks
Finally, we add tasks to our columns by creating cards. Each card represents a task or issue that needs to be addressed. Assign tasks to team members, set due dates, and add any necessary details to keep everyone informed and on track.15. Setting Up a GitHub Project - Configuration Settings
Each layout comes with numerous configuration settings. We can customize fields, sort and group tasks, generate charts, and more.16. Managing Project Visibility and Access
Managing project visibility and access is crucial for security and collaboration. We can set a project to public - visible to everyone - or private - restricted to the team and collaborators. Roles include: Admin: Full control (managers or senior colleagues). Write: Data team members working on the project. Read: Product team members tracking progress. No Access: Other departments. Properly managing these settings ensures secure collaboration and prevents unauthorized changes or data leaks.17. Let's practice!
We've covered the essentials of GitHub Projects. We set up a new GitHub Project, organized tasks with columns and cards, and managed project visibility and access. Now, it's time to check your knowledge!Create Your Free Account
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