diff --git a/assets/images/help/projects-v2/project-settings-navigation.png b/assets/images/help/projects-v2/project-settings-navigation.png new file mode 100644 index 0000000000..924e9c929a Binary files /dev/null and b/assets/images/help/projects-v2/project-settings-navigation.png differ diff --git a/content/issues/planning-and-tracking-with-projects/learning-about-projects/quickstart-for-projects.md b/content/issues/planning-and-tracking-with-projects/learning-about-projects/quickstart-for-projects.md index bed015f347..8638f8c3df 100644 --- a/content/issues/planning-and-tracking-with-projects/learning-about-projects/quickstart-for-projects.md +++ b/content/issues/planning-and-tracking-with-projects/learning-about-projects/quickstart-for-projects.md @@ -21,7 +21,7 @@ This guide demonstrates how to use {% data variables.product.prodname_projects_v You can either create an organization project or a user project. To create an organization project, you need a {% data variables.product.prodname_dotcom %} organization. For more information about creating an organization, see [AUTOTITLE](/organizations/collaborating-with-groups-in-organizations/creating-a-new-organization-from-scratch). -In this guide, you will add existing issues from repositories owned by your organization (for organization projects) or by you (for user projects) to your new project. For more information about creating issues, see [AUTOTITLE](/issues/tracking-your-work-with-issues/creating-an-issue). +In this guide, you will add issues from repositories owned by your organization (for organization projects) or by you (for user projects) to your new project. For more information about creating issues, see [AUTOTITLE](/issues/tracking-your-work-with-issues/creating-an-issue). ## Creating a project @@ -76,8 +76,8 @@ Now, create a custom field named `Priority` and containing the values: `High`, ` {% data reusables.projects.new-field %} 1. Select **Single select** -1. Below "Options", type the first option, "High". -1. To add additional fields, for "Medium" and "Low", click **Add option**. +1. Below "Options," type the first option, "High." +1. To add additional fields, for "Medium" and "Low," click **Add option**. 1. Click **Save**. Specify a priority for all items in your project. @@ -110,7 +110,7 @@ Select visible fields for your view to communicate the priority and progress of ![Screenshot of a project. The "Add field" button, indicated by a plus icon, is highlighted with an orange outline.](/assets/images/help/projects-v2/new-field-button.png) -1. Under "Hidden fields", click {% ifversion issue-types %}**Type**, {% endif %}**Status**, {% ifversion sub-issues %}**Sub-issues progress**, {% endif %}**Assignees**, **Linked pull requests**, **Priority**, and **Estimate**. +1. Under "Hidden fields," click {% ifversion issue-types %}**Type**, {% endif %}**Status**, {% ifversion sub-issues %}**Sub-issues progress**, {% endif %}**Assignees**, **Linked pull requests**, **Priority**, and **Estimate**. Next, group all of the items in your project by priority to make it easier to focus on the high priority items. @@ -157,7 +157,7 @@ First, create a new view. Next, switch to the board layout. {% data reusables.projects.open-view-menu %} -1. Under "Layout", click **Board**. +1. Under "Layout," click **Board**. To indicate the purpose of the view, give it a descriptive name. @@ -191,7 +191,7 @@ First, create a new view. Next, switch to the roadmap layout. {% data reusables.projects.open-view-menu %} -1. Under "Layout", click **Roadmap**. +1. Under "Layout," click **Roadmap**. You can add vertical markers on a roadmap to show the milestones associated with items in your project. @@ -224,8 +224,8 @@ Next, configure the auto-add workflow to automatically add issues opened in a re ![Screenshot showing the workflow menu bar. The "Edit" button is highlighted with an orange rectangle.](/assets/images/help/projects-v2/workflow-start-editing.png) -1. Under "Filters", select the repository you want to add items from. -1. Next to the repository selection, type the filter criteria you want items to match before they are automatically added to your project. For example, to catch all issues and pull requests opened with the label "question", use `is:issue,pr label:question`. +1. Under "Filters," select the repository you want to add items from. +1. Next to the repository selection, type the filter criteria you want items to match before they are automatically added to your project. For example, to catch all issues and pull requests opened with the label "question," use `is:issue,pr label:question`. 1. To enable the new workflow, click **Save and turn on workflow**. Finally, add a built in workflow to set the status to **Todo** when an item is added to your project. diff --git a/content/issues/planning-and-tracking-with-projects/managing-your-project/adding-your-project-to-a-repository.md b/content/issues/planning-and-tracking-with-projects/managing-your-project/adding-your-project-to-a-repository.md index fe203967de..bf3a5dcfe1 100644 --- a/content/issues/planning-and-tracking-with-projects/managing-your-project/adding-your-project-to-a-repository.md +++ b/content/issues/planning-and-tracking-with-projects/managing-your-project/adding-your-project-to-a-repository.md @@ -12,6 +12,8 @@ topics: allowTitleToDifferFromFilename: true --- +## Linking a repository to your project + You can list relevant projects in a repository. You can only list projects that are owned by the same user or organization that owns the repository. In order for repository members to see a project listed in a repository, they must have visibility for the project. For more information, see [AUTOTITLE](/issues/planning-and-tracking-with-projects/managing-your-project/managing-visibility-of-your-projects) and [AUTOTITLE](/issues/planning-and-tracking-with-projects/managing-your-project/managing-access-to-your-projects). @@ -22,3 +24,18 @@ In order for repository members to see a project listed in a repository, they mu 1. Click **Link a project**. 1. In the search bar that appears, search for projects that are owned by the same user or organization that owns the repository. 1. Click on a project to list it in your repository. + +{% ifversion project-default-repositories %} + +## Setting a default repository for your project + +You can set a default repository for a project. When you set a default repository, new issues created from your project are automatically assigned to that repository. After you set a default repository, your project also appears in the repository’s **Projects** tab. + +To update the default repository for your project: + +1. In your repository, click **{% octicon "table" aria-hidden="true" aria-label="table" %} Projects**. +1. Under "Projects," find and click your project in the list. +1. In the top-right of the project page, click the {% octicon "kebab-horizontal" aria-label="repository settings" %} dropdown menu, then select **{% octicon "gear" aria-label="Settings" %} Settings** to go to the project settings page. + ![Screenshot showing the location of the "Settings" button in the project menu, highlighted with a red outline.](/assets/images/help/projects-v2/project-settings-navigation.png) +1. Under "Default repository," select a default repository for your project. +1. Click **Save changes** to confirm your changes.{% endif %} diff --git a/data/features/project-default-repositories.yml b/data/features/project-default-repositories.yml new file mode 100644 index 0000000000..794ce77279 --- /dev/null +++ b/data/features/project-default-repositories.yml @@ -0,0 +1,5 @@ +# Issue #19931 +versions: + fpt: '*' + ghec: '*' + ghes: '>=3.20' diff --git a/data/reusables/projects/create-project.md b/data/reusables/projects/create-project.md index 9b94492e5a..666ec9e8b2 100644 --- a/data/reusables/projects/create-project.md +++ b/data/reusables/projects/create-project.md @@ -5,8 +5,11 @@ ![Screenshot showing profile tabs. The 'Projects' tab is highlighted with an orange outline.](/assets/images/help/projects-v2/tab-projects.png) 1. Click **New project**. 1. Select which type of project or template you want to use. - * To create a blank project, under "Start from scratch", click **Table**, **Roadmap**, or **Board**. + * To create a blank project, under "Start from scratch," click **Table**, **Roadmap**, or **Board**. * To create a project from a template, click the template you want to use. You can select from the built-in templates curated by {% data variables.product.company_short %}, the templates created by your organization, and the recommended templates that have been chosen by your organization. 1. Optionally, if you selected a template, review the fields, views, workflows, and insights that will be created. -1. In the text box under "Project name", type a name for your new project. +1. In the text box under "Project name," type a name for your new project. +{%- ifversion project-default-repositories %} +1. Optionally, start your project with items already added by selecting **Import items from repository**. All new and existing items from the chosen repository will be added to your project, and it will be designated as your project's default repository. +{%- endif %} 1. Click **Create project**.