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medassist-ng/docs/PROJECT_SETUP.md
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Copilot 0f6a580ceb feat: add GitHub Project automation for feature request tracking (#114)
* Initial plan

* feat: add GitHub Project automation for feature request tracking

Co-authored-by: DanielVolz <3275994+DanielVolz@users.noreply.github.com>

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Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: DanielVolz <3275994+DanielVolz@users.noreply.github.com>
2026-02-10 17:50:58 +01:00

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# GitHub Project Setup
This repository includes a GitHub Actions workflow that automatically adds new issues to a GitHub Project for tracking feature requests and bugs.
## Setup Steps
### 1. Create a GitHub Project
1. Go to your GitHub profile → **Projects****New project**
2. Choose the **Board** template (recommended for feature tracking)
3. Name it e.g. **MedAssist-ng Roadmap**
4. Configure the default columns:
- **Triage** New issues land here
- **Backlog** Accepted but not yet started
- **In Progress** Currently being worked on
- **Done** Completed
### 2. Create a Personal Access Token (PAT)
The workflow needs a token with project permissions. The built-in `GITHUB_TOKEN` does not support GitHub Projects.
1. Go to **Settings****Developer settings****Personal access tokens****Fine-grained tokens**
2. Click **Generate new token**
3. Set:
- **Token name**: `add-to-project`
- **Expiration**: Choose an appropriate duration
- **Repository access**: Select **Only select repositories**`DanielVolz/medassist-ng`
- **Permissions**:
- Repository permissions: **Issues** → Read
- Organization permissions (if applicable): **Projects** → Read and write
- For **user-owned projects**, you need a **classic** token with the `project` scope instead
4. Copy the generated token
### 3. Add Repository Secrets and Variables
1. Go to the repository → **Settings****Secrets and variables****Actions**
2. Add a **secret**:
- Name: `ADD_TO_PROJECT_PAT`
- Value: The PAT from step 2
3. Add a **variable** (under the **Variables** tab):
- Name: `PROJECT_URL`
- Value: The full URL of your GitHub Project (e.g. `https://github.com/users/DanielVolz/projects/1`)
### 4. Verify
1. Create a test issue using the **✨ Feature Request** template
2. Check the **Actions** tab to see the workflow run
3. Verify the issue appears in your GitHub Project under **Triage**
## How It Works
The workflow (`.github/workflows/add-to-project.yml`) triggers when:
- A new issue is **opened**
- A label is **added** to an existing issue
Issues with any of these labels are automatically added to the project:
- `enhancement` Feature requests
- `bug` Bug reports
- `triage` New issues needing review
Both the feature request and bug report issue templates automatically apply the `triage` label, so all new issues from templates are captured.
## Customization
### Adding more labels
Edit `.github/workflows/add-to-project.yml` and add labels to the `labeled` field:
```yaml
labeled: enhancement, bug, triage, documentation
```
### Restricting to feature requests only
Change the `labeled` field to only include `enhancement`:
```yaml
labeled: enhancement
label-operator: OR
```