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PROJECTS.md

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Github projects and how to use it for dqualizer

Installation

⚠️ If you create a private repository: You need to add the organization secrets to the repository secrets since our current plan does not allow for organization secrets in private repositories!

  1. Create a new repository using this template
  2. This will copy workflows and issue templates
  3. Link the dqualizer project to the repository image image image
  4. Navigate to the project

Github projects

Landing page

View show the data in a readable format. There are 3 different views - board, table and roadmap. image

Board

Shows columns of data. Mostly the columns will be created in Settings/Custom fields. image

Table

Shows data grouped by properties (assignees, milestones, labels, ...) image

Roadmap

Shows data associated with a date or an iteration. image

Items

View Items

Click on the item to get an overview over an issue. image image

Edit Items

Just drag and drop items into the specific colmuns or rows.

Edit Issue

Navigate to the issue. On the right select the project and choose the values. This is equivalent to dragging and dropping items in the views. image

Views

Configure views

Click on the arrow next to a view image

Visible fields

Change visible fields (assignees, labels, ...) image

Columns (Board)

Change the field that is used to display the columns image

Filter

Filter the issues that are shown in the view. (e.g. filter by field status:"🏃 Sprint Backlog" estimate:* or filter by label label:concept) image

Workflows

Activate a workflow to get an automation on specific events. More workflows image More customization

Settings

Navigate to settings.

image image

Custom fields

image

Edit Custom fields

Edit a custom field by clicking on it and setting new values in field settings. image image

Field type single select

Create a selection with options that can be used to create kanban boards in the project (used for status, planning poker, ...). image image

Field type iteration

Creates an iteration with a date range (for example 2 weeks). Each iteration gets its own field. Can be used for planning sprint weeks. In the roadmap an iteration can be used to define a date range. image

Managing issues

Automation

Due to the workflows issues are automatically added to the project with the respective labels and in the right column. image

Templates

There are several issue templates that kind of automate issues. They give a structure and add labels to the issues.

Linking issues

Issues can be linked with - [ ] #{issue_number} image

Dependent issues

Issues can be dependent. To show which issues are dependent to just type Blocked by #{issue_number} (without the braces) image image

Create an issue

  1. Navigate to issues image
  2. Select the template image
  3. Fill out the form image

Managing Epics

  1. Navigate to issues image
  2. Create an issue image
  3. Select the epic template image
  4. Fill out the form image
  5. Go to the project
  6. Navigate to by epic image
  7. Scroll to the right to the plus sign image
  8. Add the epic title image
  9. Drop the user-stories into the epic columns

Alternative

  1. Go to project settings
  2. Select custom fields => Epic image
  3. Add a new option with the title image
  4. Add the option image
  5. Edit the epic image
  6. Give it a description and a color if you want image
  7. Drop the user-stories into the epic columns

Managing user-stories

  1. Navigate to issues image
  2. Add a new issue image
  3. Select the user-story template image
  4. Fill out the form image
  5. Link issues with - [ ] #{issue_number}
  6. Add dependencies with - Blocked by #{issue_number}

Managing subtasks

Same as user-stories

Managing estimates

  • Just drag and drop the issues into the the respective column

Managing yield

  • Just drag and drop the issues into the the respective column

Managing sprint planning

  • Just drag and drop the issues into the the respective row

Managing components

  • Just drag and drop the issues into the the respective column