Feedback Wanted: Project Templates #54576
Replies: 51 comments 67 replies
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Seems that my workflow is not being saved as part of template, a bit annoying to set it up every time |
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Workflows in project copies and templates are coming soon! 👀 |
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Workflows are now included when you use a project template or make a copy of a project, along with insights and field values for draft items! Check out the changelog announcement here ✨ |
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Hi @azenMatt ! I'm using Projects and after 4 weeks we reach the max number of Issues (1200). I was using one Project as our Sprints History. Are you thinking on increase that limit in the future? |
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Hi - we are actively working on this at the moment to make it much much higher. Do you have an auto-archive workflow set up to help clear out any of the completed issues while we work on that? |
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@azenMatt Yes, we activated it yesterday and it works, but I would like to keep those issues on the map, if we archive them, we can't have a full retrospective. |
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Will also say Save as Template is a confusing state because I had active issues in a project that I then saved as a template, and then it seems to me now I had these issues sitting in a limbo project that no longer functions as a normal project? A little weird to me still, I expected to be able to choose the template from a list instead of having a project file exist solely as a template, food for thought |
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Yes - this use case is what we were thinking 'copy as template' would help for. When you have a 'live' project that is useful as a template, but you want to keep it as a 'living' project |
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A really interesting feature would be the ability to switch an existing project from one template to another. I'm guessing the best way would be to delete any information related to fields or values within fields that don't exist in the new template but otherwise leave everything else unaltered but add the new fields and values. This would be a huge time saver as I gradually refine my existing template based on using it for specific projects. |
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Also the fact that if a project is closed and then reopened all the workflow settings are lost is inconvenient. I'm assuming that if the workflows become part of the template the workflow information would be preserved if a project was closed and reopened? |
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Workflows are disabled when a project is closed so that automation doesn't continue to run for unused projects and the resulting events don't clutter issue timelines. Data on which workflows were and weren't enabled is dismissed when a project is closed, so it will be difficult to restore to the previous state when re-opening a project. I don't think there's a plan to address that yet - whether the project in question was made based on a template or not. |
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exactely |
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Great job overall! One thing that I find annoying is that view setup seems to be local to each user. When Setting up a view such as field / column selection or group by settings, it would be nice to be able to save the default view for new users. |
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@michakfromparis could you explain how you tend to set up your templates a little more?
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interesting, when i edit & save a view and preview it in a private window i see the updated saved view are you saving the view after your modifications? |
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One point of feedback that would be extremely useful in orgs with many projects, is the ability for projects cloned from a template to update their views/custom fields when the template receives an update. This would make updating projects from a common template a lot less time consuming instead of needing to manually update every project that uses a shared template. It could even be something that is opt in by the cloned project so that updates to its template doesn't mess anything up that the project is currently relying on. |
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we need a git rebase for project templates |
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@KingOfTac @noahehall Are there other attributes of a template update that you would or would not want included to its downstream projects? You mentioned views and custom fields, but is there anything else? 🤔 |
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@rileybroughten IMO we should bring over all attributes by default perhaps the template readme is the only thing i would consider 'informational' and not 'template data' |
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@rileybroughten updates to configured workflows should also propagate to projects using the template. The big question (imo) is how to handle edge cases. For example, projects built off a template that have now deviated from the template. Should the template have the option to make all derived projects' attributes readonly? Should projects have the option to opt into receiving updates from the template after the initial creation? How would you go about reconciling conflicts with a project and the template it was created from if the project has since had more views and attributes added? |
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Will this be also available for the open-source community? Or is this a github pro / enterprise thing only? |
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If you go to the |
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Thanks a lot, didnt see that. I imagine that in this way it is not possible to introduce to a new open source project that I want to join, but am not a contributor yet. |
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I'm not sure I'm following 😄 are we both talking about "projects" as in the projects management feature for tracking issues/PRs with table and board layouts? |
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sorry for keeping you waiting, somehow this got not flagged.
Yes, we are. Does this make sense? |
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@rileybroughten maybe you could chim in here? ;) |
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Not able to use in repo workflows yet? I want to be able to automate some replies to issues that get their status changed. |
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It's awssome! Thanks. [FYI]
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Happy to hear it! Could you share more details about your first point of not being able to create a new project with draft issues? |
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Is it intentional behavior, or a bug, that the 'Status' field value for draft issues is reset when the template is copied? We're trying to use a template with a dozen draft issues with specific status field values set, and when creating a new project from the template, the status field values are lost. All of the draft issues are on the new project, just without the correct status field value. |
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This expanded functionality is being worked on 😄 thanks for the feedback! |
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While this is the current behavior, we are actively working on changing that (in progress right now!) so that the status or any field values associated to your draft items are maintained when copying or using a template 👍 |
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Oops, forgot to refresh my page 😁 |
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In my project, when I set the base branch to something other than main, when I write close #number in the PR, it is no longer tied to an Issue in the project, nor is it automatically moved to Done. (It is possible that this is a bug, as sometimes it can be done.) |
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Here are the docs for linking a PR to an issue, but the PR must be on the default branch otherwise the special keywords to If the PR is on the default branch, you'll just want to make sure that you have the |
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@rileybroughten As you mentioned the docs for the workflow. How about the other way round? I do often times notice that developer just move the issue to done. But they do not close that issue. Which is kind of annoying because you have to clean it up later on. |
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I've just started using GitHub Projects, and this is very, very cool. Thank you for building this. Feature request: let us pass issue URLs in the "+ Add item" button, and have them turned into items right away. Having to type the repo's name first and then wait for an issue to pop up is a tad time-consuming. |
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@PaulRBerg are you not seeing the behavior below where you can paste issue URLs directly into the Screen.Recording.2023-06-09.at.8.10.10.AM.mov |
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If there is a feature to batch create multiple issues in Github Project at once, that would make my life so much better. Maybe have an editor view or telling the AI to generate tasks based on the paragraph provided. |
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When you open up the Screen.Recording.2023-06-09.at.8.16.16.AM.mov |
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Really loving project templates and using the heck out of them, so thanks for the great work!! Upvoted the features that I would also like to see (like fields and their settings persisted in clones projects and cloned projects to reflect template changes).
This is the info I currently include: WHO Driver
Approver
Contributors Informed:
WHAT: Taking project to the point where we can release to testers to gather feedback and data. WHERE
WHEN
RESOURCES
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Thank you for this feedback! Noting and bringing this back to the team 😁 Adding a note that you can link directly to a project with the info panel open, if you click on it in a project it will add a |
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Thank you! Yes, I've been using that link! |
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a few questions:
and just FYI: |
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Keep an eye on the roadmap issue for the tasklists public beta here! 👍 Noted the feedback for a multi-select field type, it's on the top of our backlog for additional fields 😁 |
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So, we started using templates for projects, and over the past week we have been tweaking and iterating to get it just right, but I am finding that the latest changes from the project template are not applied when using a template to create a new project. Specifically, the latest settings related to the various views we have created are missing. For example, my project template has been set up with a specific view, and the settings of that view are not travelling through to the new project. I think this may be related to the This project failed to load error I get whenever I click on the Settings for the Project template. A Google search found one entry that seems to indicate that this has something to do with Manage access, but the Base role is set to Write for everyone as is the default. Anybody experienced this before? |
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Are there specific configurations related to your view that are not carrying over when you use a template? |
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Let me do a test next week, and I will let you know! So far, it seems mostly related to Views not showing up as set up in the template. |
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I would like a Multi-select field. Like, for example, we use Single select for a field called Components, but sometimes an issue affects multiple components. |
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This seems to me as a douplicate of an already existing comment |
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Thanks! I upvoted that comment. |
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I've upvoted this discussion. |
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It's a very very useful tool. |
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Would the auto-add to project workflow help with this? You can automatically add items to a project from a repository based on a label. Here is the documentation in case this is helpful! |
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The new version is a huge improvement compared to the classic projects !
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A few pieces of feedback:
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Just to add some positive feedback, Projects overall looks like a great product and my team enjoys using it. The fact that it's integrated closely with the code base eliminates the need to jump between multiple tools which is always nice. Thank you for building this. |
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You can utilize the Screen.Recording.2023-12-22.at.1.04.02.PM.mov |
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Dang! I never saw that - this is helpful. Thank you very much! |
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I'm using projects as a bus dev professional working with technical stakeholders. I don't need to create issues for everything I'm doing - and it's nice that projects allows for that. What I've noticed is that my team does not receive notifications when I tag/assign them to items I create in projects. Is that because they have not been "promoted" to actual issues or could it be a bug? I would think the notifications should work, regardless. Thanks. |
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I don't think it sends notifications when it is a draft issue. Once converted to a normal issue, it does send a notification. This behavior is good as it allows for resource planning/balancing without spamming the eventual issue assignee until it is appropriate. What is needed is a convert all draft issues to issues. |
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Please add RTL support for items. |
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Would be great if custom fields had some more options For workflows it would be nice to be able to make conditional statements such as "if issue with x label is added give it y status, else give it z status" |
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For project boards, there should be an option to allow cards to display images. It's what made Trello popular. |
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Have I misunderstood the point of a Project Template? But what seems to happen is the Template is running the work flows too. Is it possible to not have Template Project workflows run? And be auto-enabled on all Projects created from the Template? |
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The Auto-add workflows don't even copy when using a Template to make a new Project, what's the point in having a Template if I have to set up each Project manually every time? @azenMatt @rileybroughten |
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Am Interested |
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I've noticed that when I use a Project Template, the For custom fields, I'd love to have a custom people selector. There's the issue assignee, but sometimes you have a secondary role you want to have somebody assigned to. Right now I'm solving this with a custom select box, but things like |
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Speaking of organization default issue templates, currently the GitHub docs specifies that:
This is a shame because it could be very useful to define organization-wide default issue templates, and then have some specific repositories add a couple of more specific issue templates for themselves only. It would be nice to, instead of replacing the organization-wide templates if any file is present in the same folder, to "merge" the content, overriding only the files with the same name, |
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Hello, I have a question regarding project template update: |
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We have just released Project Templates and would love to get your thoughts and feedback to how these are helpful and how we can make them even better ✨
To create a project template, select
New templatefrom the "Templates" page, go to the project settings and toggleMake template, or making a copy of an existing project or project template. This sets the project as a template within your organization, and includes the project views, custom fields, draft issues, workflows, and insights by default. You can also copy the project into a new template if you don’t want to make any changes to the current project.You will find your templates on the organization projects page under "Templates", or by the filter
is:templateto search.To use the project template, you can either
Use this templateto get startedCheck out the changelog announcement and documentation for more details ✨
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