Learn how to customize your Project views in GitHub

Learn how to customize your Project views in GitHub

GitHub Projects provide flexibility to customize how you view and manage work. With features like the Project Command Palette and customizable Project Views, teams can tailor their project boards to suit specific workflows and improve productivity.

1. Using the Project Command Palette

The Project Command Palette allows you to quickly navigate and interact with your GitHub Project Boards, making it easier to manage tasks and automate workflows.

Accessing the Project Command Palette

1. Open the Project Board:

   • Navigate to your GitHub repository or organization.

   • Go to the Projects tab and select the desired project board.

2. Open the Command Palette:

   • Click the … (ellipsis) button located in the top-right corner of the board.

   • Select Command Palette from the dropdown menu.

3. Commands Available:

   • Add Card: Quickly add new items (issues, pull requests) to the board.

   • Filter: Apply filters by labels, assignees, or milestones.

   • Automation: Set up automation rules for moving cards between columns.

   • Switch Views: Toggle between board views (e.g., Kanban, List, Table).

2. Creating a Custom Project View

GitHub Projects allow you to create custom views to better organize and filter work based on specific criteria.

Steps to Create a Custom Project View

1. Open the Project Board: Navigate to your GitHub repository or organization and go to the Projects tab.

2. Create a New View:

   • Click Settings in the top-right corner of the board.

   • Select Add View.

3. Define Your View:

   • Name the new view (e.g., "High Priority Issues").

   • Set Filters:

     • Filter by labels (e.g., priority-high).

     • Filter by milestones or iteration.

     • Filter by specific repositories or issues with certain statuses.

4. Customize Columns:

   • Define which columns (e.g., To Do, In Progress, Done) are displayed.

   • Optionally, add filters to columns (e.g., filter by assignees, due dates).

5. Save the View: Click Save to create and apply the new view.

3. Navigating and Using Custom Views

Once a custom view is created, you can quickly switch between different views using the Command Palette or by selecting the view directly from the dropdown.

4. Benefits of Customizing Project Views

1. Increased Efficiency: Tailor views to prioritize tasks based on project needs.

2. Better Collaboration: Provide team members with focused, relevant information without overwhelming them with unnecessary data.

3. Enhanced Automation: Automate workflows specific to custom views for streamlined processes.

4. Improved Visibility: Easily monitor the progress of specific categories, such as high-priority or overdue tasks.

5. Example of a Custom View

1. View Name: "High-Priority Issues"

2. Filters:

   • Label: priority-high

   • Status: open issues

3. Columns:

   • To Do

   • In Progress

   • Done

4. Automation: Move items to Done when closed.

This custom view ensures that only high-priority issues are shown, helping the team focus on critical tasks.

6. Managing Views

1. Edit Existing Views: Go to Settings > Manage Views and modify existing filters or columns.

2. Delete Views: Remove views that are no longer relevant by selecting Delete View in the settings menu.

Summary

By using the Project Command Palette and creating custom views, GitHub Projects become more tailored to the needs of your team, enhancing collaboration and efficiency in managing tasks and workflows.