Catch up improvements to GH projects

[gpsaggese]

1. It would be good to have a GH board to see what everyone is working on

• The issue search https://github.com/search?q=org%3Acausify-ai+assignee%3A%40me&type=issues is pathetic. We want to have a nice view in the same format as GH projects
• Is there a native way in GH projects to do it?
• Maybe we can create an automation that adds every issue in any board to also the "Global board"

2. The info "status" in GH projects doesn't seem to be searchable

• Maybe we can create automation that sync it with a label like "status_in_progress", "status_todo", ...

3. How do we do automation? Using GH Actions? It seems that now there is a more native way to automate within GitHub issues

[gpsaggese]

What do we do with the projects that are paused? There are a bunch of them related to DataPull?

[heanhsok]

Global board

It would be good to have a GH board to see what everyone is working on Maybe we can create an automation that adds every issue in any board to also the "Global board"

1. We can automatically add new issues to the "Global board" using the built-in workflow on GH project (as done in https://github.com/orgs/causify-ai/projects/96/workflows).
   • One issue is that we have to set up one workflow for every repo we have (i.e. //cmamp, //helpers, ...etc)
   • The project fields (such as Status, Sprint,..etc.) are also not copied so they will be out of sync
   • For older issues, we have to add them to the global board manually (there's a way to batch add them - adding-multiple-issues-or-pull-requests-from-a-repository

Search by status

2. The info "status" in GH projects doesn't seem to be searchable

I think it's only searchable from the project board, as it's project specific metadata. Issue/PR level metadata (Issue level custom metadata #277) is not yet supported.

One way is to have all the issues status synchronized to the "Global board" so we can search by status over there. However, there is no existing GH actions that allow us to do that natively. Thus, we might need to come up with our own implementation. We can do it through

• Scheduled cron job via GH Action: iterate through all the projects, get the issues, and copy the status of the issues to the corresponding ones in the Global board
• Webhook: Set up webhook to detect change in Project custom file (project-custom-field-changes) and propagate change to the "Global board"

This is one way sync (i.e. from any particular project to the global board). Two sync is complicated to implement and might not be needed for now.

Paused project

What do we do with the projects that are paused? There are a bunch of them related to DataPull?

I think we can change the project status to Paused/Inactive (for example, https://github.com/orgs/causify-ai/projects/44?pane=info&statusUpdateId=89947)

If we don't want it to appear in our list of active projects, we can also close it.

FYI @gpsaggese @Shaunak01