TimedText:Phabricator - Projects and Workboards.webm.en.srt

1 00:00:00,846 --> 00:00:09,160 Welcome to this video. It is part of a series of tutorials to explain basic concepts of phabricator.wikimedia.org.

2 00:00:10,021 --> 00:00:15,381 In the sidebar of a task you see the project tags associated with the task.

3 00:00:16,460 --> 00:00:23,542 In Wikimedia, we follow a color and tag scheme for project tags. For example, team projects are violet.

4 00:00:24,661 --> 00:00:30,016 For more info, follow Project management on the help page and look at Projects.

5 00:00:30,737 --> 00:00:37,307 Projects are baskets to organize work; for example by code repository, functionality, or by team.

6 00:00:38,528 --> 00:00:40,966 You could also call them labels or tags.

7 00:00:42,079 --> 00:00:45,821 Projects allow everyone to see the work proposed in an area.

8 00:00:47,033 --> 00:00:53,382 A distinct codebase should have its own dedicated project tag, even if you think that only your team will work on it.

9 00:00:54,393 --> 00:01:01,410 Clicking on a project tag brings you to the project view. The exact view depends on the default set for that project.

10 00:01:03,024 --> 00:01:09,584 Projects must have a description. It should allow anyone to understand what the project is about, not only your team.

11 00:01:11,011 --> 00:01:17,042 The very first sentence of a description should be clear and brief, as it is shown in the project search results.

12 00:01:18,983 --> 00:01:21,800 On the left of the project page, you see the sidebar.

13 00:01:22,732 --> 00:01:27,702 Here you can access the project overview page, the workboard, or manage the project.

14 00:01:29,020 --> 00:01:32,373 Under "Manage" you can edit the menu shown in the sidebar.

15 00:01:33,181 --> 00:01:40,201 For example, you could add a link to the project's wiki page or add common search queries to make them available via one click.

16 00:01:41,712 --> 00:01:45,864 Under "Manage" you can also archive a project when it is not used anymore.

17 00:01:46,826 --> 00:01:53,416 When you archive a project, update its description if applicable, for example by which project it has been superseded.

18 00:01:54,537 --> 00:02:00,783 If the archived project would still have open tasks which have no other active project tags, then please

19 00:02:00,985 --> 00:02:09,240 either update the tasks' statuses or add active project tags to the tasks, so the open tasks can still be found.

20 00:02:11,320 --> 00:02:18,068 Anybody can make themselves a member of a project. However, for public projects, membership has no particular meaning.

21 00:02:19,576 --> 00:02:22,215 Creating projects requires special rights.

22 00:02:23,334 --> 00:02:28,276 Anybody can request the creation of a project or permissions to create projects themselves.

23 00:02:29,181 --> 00:02:32,523 For more info, see Project management on the help page.

24 00:02:34,864 --> 00:02:41,264 It is also possible to have "Spaces" in which all tasks are access-restricted to a static group of people.

25 00:02:42,479 --> 00:02:44,793 Spaces are in-parallel to projects.

26 00:02:45,611 --> 00:02:49,841 For more info, see Restricting access to tasks on the help page.

27 00:02:52,549 --> 00:02:55,722 Select "Workboard" in the sidebar for the project's workboard.

28 00:02:57,161 --> 00:03:00,801 Projects do not have a workboard by default, so we set it up.

29 00:03:02,716 --> 00:03:08,260 A workboard shows all the tasks which are associated with that project tag as cards.

30 00:03:10,379 --> 00:03:18,463 Columns can track the progress of a task within a project. They can also be used to subcategorize tasks within a project.

31 00:03:19,387 --> 00:03:22,637 For more info, see Project management on the help page.

32 00:03:24,173 --> 00:03:27,609 Column headers show the number of tasks and their story points.

33 00:03:29,180 --> 00:03:34,803 You can add, hide, or reorder columns after pressing the cog icon in the upper corner.

34 00:03:37,140 --> 00:03:40,636 Tasks can be dragged and dropped from one column to another.

35 00:03:42,584 --> 00:03:51,060 A card shows the task title, the priority via the color strip, the task assignee, and other project tags of a task.

36 00:03:52,600 --> 00:03:57,320 In the upper corner of a workboard you can change how tasks are grouped in each column.

37 00:03:58,423 --> 00:04:04,219 For example, you can group tasks by priority or by assignee (which is called "owner" here).

38 00:04:05,840 --> 00:04:12,599 By default, a workboard shows all open tasks. In the upper corner you can change and filter the view.

39 00:04:14,069 --> 00:04:17,902 You can view all tasks, or only tasks assigned to yourself.

40 00:04:19,660 --> 00:04:25,641 You can also set an Advanced Filter. The search form is the same as in the Advanced Search.

41 00:04:27,139 --> 00:04:34,340 You can mass-move tasks from one column to another column or to a different project tag via the menu in the column header.

42 00:04:35,355 --> 00:04:42,251 Mass-moving tasks requires special rights. For more info, see Batch edits on the help page.

43 00:04:46,787 --> 00:04:54,940 Projects can have subprojects, to split tasks into areas. Subprojects are not shown on their parent workboard.

44 00:04:56,480 --> 00:04:59,440 The breadcrumbs at the top show the project hierarchy.

45 00:05:00,828 --> 00:05:04,840 Furthermore, projects and subprojects can have milestones.

46 00:05:06,460 --> 00:05:10,419 A milestone is shown as a column on the workboard of its parent project.

47 00:05:11,700 --> 00:05:17,580 A task can be in several subprojects but only in one milestone of one parent project.

48 00:05:18,599 --> 00:05:26,158 For more info, follow Project management on the help page and then Parent Projects, Subprojects and Milestones.

49 00:05:27,375 --> 00:05:31,020 For automated actions based on conditions there is Herald.

50 00:05:31,866 --> 00:05:40,995 For example, when the codebase project tag X is added to a task, a Herald rule also adds team project tag Y to the task.

51 00:05:42,009 --> 00:05:45,847 For more info, see the Herald Rules subpage of the help page.

52 00:05:47,489 --> 00:05:54,780 On workboards, automated actions are also possible when a task is dragged and dropped from one column to another.

53 00:05:55,714 --> 00:06:03,985 These are called Triggers. You could have a trigger which sets a task status or assignee when a task is dragged into a column.

54 00:06:05,004 --> 00:06:10,060 For more info, follow Project management on the help page and look at Columns.

55 00:06:11,418 --> 00:06:19,499 For feedback or questions about Wikimedia Phabricator, use the discussion page of "Phabricator/Help" on mediawiki.org.

56 00:06:20,428 --> 00:06:29,823 For questions not about phabricator.wikimedia.org but about Phabricator in general, go to discourse.phabricator-community.org

57 00:06:31,939 --> 00:06:34,021 Thank you for watching!