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---
name: project-workflow-patterns
description: Common GitHub Projects workflow patterns and best practices for team collaboration. Use when designing workflows, setting up new projects, or optimizing existing processes.
---
# GitHub Projects Workflow Patterns
This skill provides proven workflow patterns for different team types and development methodologies using GitHub Projects V2.
## Agile Scrum Workflow
### Project Structure
**Fields**:
- Status: Backlog → Todo → In Progress → In Review → Done
- Priority: P0, P1, P2, P3
- Story Points: 1, 2, 3, 5, 8, 13
- Sprint: 2-week iterations
- Assignee: Team member
**Views**:
1. **Sprint Board**: Board view grouped by Status, filtered to current sprint
2. **Sprint Backlog**: Table view showing all current sprint items sorted by priority
3. **Product Backlog**: Table view of all Backlog items sorted by priority
4. **Sprint Velocity**: Custom view tracking completed points
### Workflow Steps
1. **Backlog Refinement** (Weekly):
- Review new items in Backlog
- Assign Priority based on business value
- Estimate Story Points for upcoming items
- Add acceptance criteria in item body
- Move refined items to top of Backlog
2. **Sprint Planning** (Every 2 weeks):
- Review team velocity from last sprint
- Select top-priority items from Backlog
- Assign to current Sprint iteration
- Move items from Backlog to Todo
- Ensure total points ≤ team capacity
3. **Daily Standup** (Daily):
- Review Sprint Board
- Items "In Progress" are discussed
- Blockers identified and marked P0/P1
- Items "In Review" get review assignments
4. **Development**:
- Pull item from Todo to In Progress
- Self-assign the item
- Create feature branch
- Implement and test
- Create PR linked to issue
- Auto-move to In Review (via automation)
5. **Code Review**:
- Team reviews items In Review
- Approve or request changes
- When PR merges → Auto-move to Done
6. **Sprint Review** (End of sprint):
- Review all Done items
- Demo completed features
- Archive Done items
- Celebrate wins
7. **Sprint Retrospective** (End of sprint):
- Review sprint metrics
- Discuss what went well/poorly
- Create action items for improvements
### Success Metrics
- **Velocity**: Average points completed per sprint
- **Predictability**: % variance from planned vs actual
- **Cycle Time**: Average time from Todo → Done
- **Work in Progress**: Should stay ≤ team size
- **Sprint Completion**: Aim for >80% of committed work
## Kanban Continuous Flow
### Project Structure
**Fields**:
- Status: Ready → In Progress → Review → Done
- Priority: Critical, High, Normal, Low
- Size: S, M, L, XL
- Type: Bug, Feature, Chore, Tech Debt
- SLA Days: Number (days until due)
**Views**:
1. **Flow Board**: Board grouped by Status with WIP limits
2. **Blocked Items**: Table filtered to items with "blocked" label
3. **Priority Lane**: Board grouped by Priority
4. **Aging Report**: Table sorted by days in status
### Workflow Steps
1. **Item Entry**:
- New items start in Ready
- Assign Priority immediately
- Assign Size estimate
- Set Type category
- Calculate SLA based on Priority
2. **Pull System**:
- Team members pull from Ready when capacity available
- WIP limits enforced per person (typically 2-3 items)
- Highest priority items pulled first
- Self-assign when pulling to In Progress
3. **Work In Progress**:
- Focus on finishing items before starting new ones
- Update item if blockers occur
- Seek help if stuck >2 days
4. **Review**:
- Items move to Review when PR opens
- Automated PR → Review status transition
- Reviews prioritized by age (oldest first)
5. **Completion**:
- Merged PR auto-moves to Done
- Done items archived after 7 days
- Metrics tracked continuously
6. **WIP Limit Management**:
- In Progress limit: [team size × 2]
- Review limit: 5 items maximum
- If limits exceeded, stop pulling new work
### Success Metrics
- **Throughput**: Items completed per week
- **Lead Time**: Time from Ready → Done
- **WIP**: Average items in progress (lower is better)
- **Flow Efficiency**: Value-add time / total time
- **Blocked Rate**: % of time items are blocked
## Bug Triage Workflow
### Project Structure
**Fields**:
- Status: New → Triaged → In Progress → Fixed → Verified → Closed
- Severity: Critical, High, Medium, Low
- Component: Frontend, Backend, API, Database, Infrastructure
- Affected Users: Number
- Reported Date: Date
- Fix Version: Text
**Views**:
1. **Triage Queue**: Board showing New bugs by Severity
2. **Active Bugs**: Table of In Progress/Fixed bugs sorted by Severity
3. **Component View**: Board grouped by Component
4. **Verification Queue**: Table of Fixed bugs awaiting verification
### Workflow Steps
1. **Bug Reported**:
- User/QA creates issue with bug template
- Auto-add to project with New status
- Triage team notified
2. **Triage** (Daily):
- Review all New bugs
- Assign Severity based on impact:
* Critical: Production down, data loss, security
* High: Major feature broken, >100 users affected
* Medium: Feature degraded, workaround exists
* Low: Minor issue, cosmetic problem
- Assign Component
- Estimate Affected Users
- Move to Triaged status
- Assign to component owner if Critical/High
3. **Development**:
- Developer pulls bug from Triaged
- Move to In Progress
- Investigate and fix
- Create PR with "Fixes #[issue]" in description
- Move to Fixed when PR merges
4. **Verification**:
- QA/Reporter tests fix
- If verified: Move to Verified, close issue
- If not fixed: Move back to In Progress with notes
5. **Closed**:
- Verified items move to Closed
- Archive after 30 days
- Track in Fix Version for release notes
### Success Metrics
- **Triage Time**: Time from New → Triaged (target: <1 day)
- **Time to Fix**: Time from Triaged → Fixed by severity
- **Bug Escape Rate**: Bugs found in production vs QA
- **Reopen Rate**: % of bugs reopened after fix
- **Critical SLA**: 100% of Critical bugs fixed within SLA
## Feature Development Roadmap
### Project Structure
**Fields**:
- Status: Idea → Spec → Development → Beta → Launched → Retired
- Priority: Must Have, Should Have, Nice to Have
- Quarter: Q1 2025, Q2 2025, Q3 2025, Q4 2025
- Effort: 1 week, 2 weeks, 1 month, 3 months, 6 months
- Customer Impact: Number (customers requesting)
- Owner: Text (PM name)
- Launch Date: Date
**Views**:
1. **Roadmap Timeline**: Roadmap view by Launch Date
2. **This Quarter**: Table filtered to current quarter sorted by Priority
3. **Ideas Board**: Board of Idea status items grouped by Priority
4. **Feature Status**: Board grouped by Status
### Workflow Steps
1. **Idea Collection**:
- Create draft items in project
- Status: Idea
- Rough priority assignment
- Track Customer Impact
2. **Quarterly Planning**:
- Review all Ideas
- Assign Priority: Must/Should/Nice to Have
- Assign Quarter
- Assign Owner (PM)
- Top ideas move to Spec status
3. **Specification**:
- Owner writes detailed spec
- Define success metrics
- Estimate Effort
- Get stakeholder approval
- Move to Development when eng committed
4. **Development**:
- Link to engineering project/sprint
- Track progress via linked issues
- Status updates in weekly sync
- Move to Beta when ready for testing
5. **Beta Testing**:
- Limited rollout
- Gather feedback
- Fix critical issues
- Refine based on learnings
- Move to Launched when GA
6. **Launch**:
- Full rollout
- Marketing announcement
- Track adoption metrics
- Monitor for issues
- Eventually move to Retired when deprecated
### Success Metrics
- **Delivery Accuracy**: % of features launched on time
- **Customer Satisfaction**: NPS or CSAT per feature
- **Adoption Rate**: % of users using new feature
- **Spec → Launch**: Average time from commit to ship
- **Roadmap Predictability**: % of quarterly commitments met
## Common Automation Patterns
### Status Automation
```
When PR opens → Move item to "In Review"
When PR merges → Move item to "Done"
When issue closed → Move item to "Done"
When item added → Set default Status to "Backlog"
```
### Priority Automation
```
When "critical" label added → Set Priority to P0
When "bug" label added → Set Priority to P1
When "enhancement" label added → Set Priority to P2
```
### Archival Automation
```
When item in "Done" for 30 days → Archive
When item closed and verified → Archive after 7 days
```
### Notification Automation
```
When P0 item added → Notify team on Slack
When item stuck in "In Review" >3 days → Notify assignee
When sprint ends → Generate velocity report
```
## Best Practices Across All Workflows
1. **Single Source of Truth**: Use project as primary view, not issue lists
2. **Consistent Field Usage**: Standardize field names/values across projects
3. **Regular Refinement**: Weekly grooming prevents backlog chaos
4. **Clear Definitions**: Document what each status/priority means
5. **Limit WIP**: Focus on finishing over starting
6. **Automate Transitions**: Reduce manual status updates
7. **Measure & Improve**: Track metrics, iterate on process
8. **Team Buy-in**: Involve team in workflow design
9. **Visual Management**: Use boards for transparency
10. **Archive Regularly**: Keep active views clean and focused
## Choosing the Right Workflow
| Team Type | Recommended Workflow | Why |
|-----------|---------------------|-----|
| Product Dev Team | Agile Scrum | Predictable planning, clear sprints |
| Platform/DevOps | Kanban | Continuous flow, varied work types |
| Support/Ops | Bug Triage | Prioritize by severity, fast response |
| Product Management | Feature Roadmap | Long-term planning, stakeholder communication |
| OSS Maintainers | Kanban + Priority | Flexible, contributor-friendly |
| Startup | Kanban | Fast iteration, changing priorities |
## Hybrid Workflows
Many teams combine patterns:
- **Scrum + Bug Triage**: Separate projects for planned work vs bugs
- **Kanban + Roadmap**: Tactical execution + strategic planning
- **Feature Roadmap → Scrum**: PM roadmap feeds eng sprint planning
Remember: Workflows should serve the team, not constrain them. Start simple, iterate based on what works for your team's unique needs.