Article version: Enterprise Server 2.14

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About automation for project boards

You can configure automatic workflows to keep the status of project board cards in sync with the associated issues and pull requests.

To set up automatic workflows for a repository project board, you must have write access to the repository. Organization owners and members can configure automatic workflows on an organization-wide project board. For more information, see "Project board permissions for an organization."

You can automate actions based on triggering events for project board columns. This eliminates some of the manual tasks in managing a project board. For example, you can configure a "To do" column, where any new issues or pull requests you add to a project board are automatically moved to the configured column. For more information, see "Configuring automation for project boards."

You can use a project board template to create a project board with automation already configured. For more information, see "About project boards."

Project board automation can also help teams develop a shared understanding of a project board's purpose and the team's development process by creating a standard workflow for certain actions.

When you close a project board, any workflow automation configured for the project board will pause. If you reopen a project board, you have the option to sync automation, which updates the positon of the cards on the board according to the automation settings configured for the board. For more information, see "Reopening a closed project board" or "Closing a project board."

Automation options

Column preset Configuration options
To do
  • Move all newly added issues here
  • Move all newly added pull requests here
  • Move all reopened issues here
  • Move all reopened pull requests here
In progress
  • Move all newly opened pull requests here
  • Move all reopened issues here
  • Move all reopened pull requests here
  • Move all closed issues here
  • Move all merged pull requests here
  • Move all closed, unmerged pull requests here

Project progress tracking

Project board automation enables progress tracking by default. Cards in columns with the "To do", "In progress", or "Done" presets count toward the overall project progress. When project board automation is enabled, a progress bar appears above the project board, on the project listing page, in the issue sidebar and in references to the project on other project boards.

Further reading

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