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docs/content/actions/managing-issues-and-pull-requests/moving-assigned-issues-on-project-boards.md
2023-06-12 08:11:20 -07:00

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Moving assigned issues on project boards You can use {% data variables.product.prodname_actions %} to automatically move an issue to a specific column on a project board when the issue is assigned.
/actions/guides/moving-assigned-issues-on-project-boards
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tutorial
Workflows
Project management
Move assigned issues

{% data reusables.actions.enterprise-github-hosted-runners %}

Introduction

This tutorial demonstrates how to use the alex-page/github-project-automation-plus action to automatically move an issue to a specific column on a project board when the issue is assigned. For example, when an issue is assigned, you can move it into the In Progress column your project board.

In the tutorial, you will first make a workflow file that uses the alex-page/github-project-automation-plus action. Then, you will customize the workflow to suit your needs.

Creating the workflow

  1. {% data reusables.actions.choose-repo %}

  2. In your repository, choose a project board. You can use an existing project, or you can create a new project. For more information about creating a project, see "AUTOTITLE."

  3. {% data reusables.actions.make-workflow-file %}

  4. Copy the following YAML contents into your workflow file.

{% indented_data_reference reusables.actions.actions-not-certified-by-github-comment spaces=4 %}

{% indented_data_reference reusables.actions.actions-use-sha-pinning-comment spaces=4 %}

name: Move assigned card
on:
  issues:
    types:
      - assigned
jobs:
  move-assigned-card:
    runs-on: ubuntu-latest
    steps:
      - uses: alex-page/github-project-automation-plus@7ffb872c64bd809d23563a130a0a97d01dfa8f43
        with:
          project: Docs Work
          column: In Progress
          repo-token: {% raw %}${{ secrets.PERSONAL_ACCESS_TOKEN }}{% endraw %}
```
  1. Customize the parameters in your workflow file:
    • Change the value for project to the name of your project board. If you have multiple project boards with the same name, the alex-page/github-project-automation-plus action will act on all projects with the specified name.
    • Change the value for column to the name of the column where you want issues to move when they are assigned.
    • Change the value for repo-token:
      1. Create a {% data variables.product.pat_v1 %} with the repo scope. For more information, see "AUTOTITLE."
      2. Store this {% data variables.product.pat_generic %} as a secret in your repository. For more information about storing secrets, see "AUTOTITLE."
      3. In your workflow file, replace PERSONAL_ACCESS_TOKEN with the name of your secret.
  2. {% data reusables.actions.commit-workflow %}

Testing the workflow

Whenever an issue in your repository is assigned, the issue will be moved to the specified project board column. If the issue is not already on the project board, it will be added to the project board.

If your repository is user-owned, the alex-page/github-project-automation-plus action will act on all projects in your repository or personal account that have the specified project name and column. Likewise, if your repository is organization-owned, the action will act on all projects in your repository or organization that have the specified project name and column.

Test your workflow by assigning an issue in your repository.

  1. Open an issue in your repository. For more information, see "AUTOTITLE."
  2. Assign the issue. For more information, see "AUTOTITLE."
  3. To see the workflow run that assigning the issue triggered, view the history of your workflow runs. For more information, see "AUTOTITLE."
  4. When the workflow completes, the issue that you assigned should be added to the specified project board column.

Next steps