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[Universe] Tasklists moves to private beta (github#32307)
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Co-authored-by: github-actions <github-actions@github.com>
Co-authored-by: Laura Coursen <lecoursen@github.com>
Co-authored-by: Omer Bensaadon <omerbensaadon@github.com>
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4 people authored Nov 7, 2022
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Expand Up @@ -6,6 +6,7 @@ redirect_from:
- /articles/about-task-lists
- /github/managing-your-work-on-github/about-task-lists
- /issues/tracking-your-work-with-issues/creating-issues/about-task-lists
- /issues/tracking-your-work-with-issues/about-task-lists
versions:
fpt: '*'
ghes: '*'
Expand All @@ -16,10 +17,10 @@ topics:
- Issues
---

{% ifversion fpt or ghec %}
{% ifversion projects-v2-tasklists %}
{% note %}

**Note:** Improved task lists are currently in beta and subject to change.
**Note:** For more information about the new iteration of Tasklists, which is currently in a private beta, see "[About Tasklists](/issues/tracking-your-work-with-issues/about-tasklists)."

{% endnote %}
{% endif %}
Expand Down Expand Up @@ -76,5 +77,5 @@ Any issues that are referenced in a task list specify that they are tracked by t

## Further reading

* "[Basic writing and formatting syntax](/articles/basic-writing-and-formatting-syntax)"{% ifversion code-scanning-task-lists %}
{% ifversion code-scanning-task-lists %}
* "[Tracking {% data variables.product.prodname_code_scanning %} alerts in issues using task lists](/code-security/code-scanning/automatically-scanning-your-code-for-vulnerabilities-and-errors/tracking-code-scanning-alerts-in-issues-using-task-lists)"{% endif %}
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Expand Up @@ -17,6 +17,7 @@ children:
- /writing-mathematical-expressions
- /autolinked-references-and-urls
- /attaching-files
- /about-task-lists
- /creating-a-permanent-link-to-a-code-snippet
- /using-keywords-in-issues-and-pull-requests
shortTitle: Work with advanced formatting
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2 changes: 1 addition & 1 deletion content/issues/index.md
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Expand Up @@ -21,7 +21,7 @@ featuredLinks:
- /issues/tracking-your-work-with-issues/creating-issues/about-issues
- /issues/planning-and-tracking-with-projects/learning-about-projects/about-projects
- /issues/planning-and-tracking-with-projects/creating-projects/creating-a-project
- /issues/tracking-your-work-with-issues/creating-issues/about-task-lists
- /issues/tracking-your-work-with-issues/creating-issues/about-tasklists
- /communities/using-templates-to-encourage-useful-issues-and-pull-requests/about-issue-and-pull-request-templates
- /issues/using-labels-and-milestones-to-track-work/managing-labels
- /github/managing-your-work-on-github/viewing-all-of-your-issues-and-pull-requests
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Expand Up @@ -20,6 +20,8 @@ Using multiple filters will act as a logical AND filter. For example, `label:bug

The same filters are available for charts you create using insights for {% data variables.product.prodname_projects_v2 %}, allowing you to filter the data used to create your charts. For more information, see "[Using insights with projects](/issues/planning-and-tracking-with-projects/viewing-insights-from-your-project/about-insights-for-projects)."

When you filter a view and then add an item, the filtered metadata will be applied to added item. For example, if you're filtering by `status:"In progress"` and you add an item, the new item will have its status set to "In progress."

## Filtering items

Click {% octicon "filter" aria-label="the filter icon" %} at the top of the table to show the "Filter by keyword or by field" bar. Start typing the field name and value that you want to filter by. As you type, possible values will appear.
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Expand Up @@ -11,7 +11,7 @@ children:
- /learning-about-projects
- /creating-projects
- /managing-items-in-your-project
- /understanding-field-types
- /understanding-fields
- /customizing-views-in-your-project
- /automating-your-project
- /viewing-insights-from-your-project
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Expand Up @@ -20,16 +20,28 @@ A project is an adaptable spreadsheet that integrates with your issues and pull

Your projects are built from the issues and pull requests you add, creating direct references between your project and your work. Information is synced automatically to your project as you make changes, updating your views and charts. This integration works both ways, so that when you change information about a pull request or issue in your project, the pull request or issue reflects that information. For example, change an assignee in your project and that change is shown in your issue. You can take this integration even further, group your project by assignee, and make changes to issue assignment by dragging issues into the different groups.

### Adding metadata to your tasks
### Adding metadata to your items

You can use custom fields to add metadata to your tasks and build a richer view of item attributes. You’re not limited to the built-in metadata (assignee, milestone, labels, etc.) that currently exists for issues and pull requests. For example, you can add the following metadata as custom fields:
You can use custom fields to add metadata to your issues, pull requests, and draft issues and build a richer view of item attributes. You’re not limited to the built-in metadata (assignee, milestone, labels, etc.) that currently exists for issues and pull requests. For example, you can add the following metadata as custom fields:

- A date field to track target ship dates.
- A number field to track the complexity of a task.
- A single select field to track whether a task is Low, Medium, or High priority.
- A text field to add a quick note.
- An iteration field to plan work week-by-week, including support for breaks.

{% ifversion projects-v2-tasklists %}

### Exploring the relationships between issues

{% data reusables.projects.tasklists-release-stage %}

You can use Tasklists to build hierarchies of issues, dividing your issues into smaller subtasks, and creating new relationships between your issues. For more information, see "[About Tasklists](/issues/tracking-your-work-with-issues/about-tasklists)."

These relationships are displayed on the issue, as well as the Tracked-by and Tracks fields in your projects. You can filter by issues which are tracked by another issue, and you can also group your table views by the Tracked-by field to show all parent issues with a list of their subtasks.

{% endif %}

### Viewing your project from different perspectives

Quickly answer your most pressing questions by tailoring your project view to give you the information you need. You can save these views, allowing you to quickly return to them as needed and make them available to your team. Views not only let you scope down the items listed but also offer two different layout options.
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This file was deleted.

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Expand Up @@ -8,6 +8,8 @@ versions:
type: tutorial
topics:
- Projects
redirect_from:
- /issues/planning-and-tracking-with-projects/understanding-field-types/about-date-fields
---

You can filter for date values using the `YYYY-MM-DD` format, for example: `date:2022-07-01`. You can also use operators, such as `>`, `>=`, `<`, `<=`, and `..`. For example, `date:>2022-07-01` and `date:2022-07-01..2022-07-31`. You can also provide `@today` to represent the current day in your filter. For more information, see "[Filtering projects](/issues/planning-and-tracking-with-projects/customizing-views-in-your-project/filtering-projects)."
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Expand Up @@ -7,6 +7,7 @@ versions:
feature: projects-v2
redirect_from:
- /issues/trying-out-the-new-projects-experience/managing-iterations
- /issues/planning-and-tracking-with-projects/understanding-field-types/about-iteration-fields
type: tutorial
topics:
- Projects
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Expand Up @@ -8,6 +8,8 @@ versions:
type: tutorial
topics:
- Projects
redirect_from:
- /issues/planning-and-tracking-with-projects/understanding-field-types/about-single-select-fields
---

You can filter by your single select fields by specifying the option, for example: `fieldname:option`. You can filter for multiple values by providing a comma-separated list of options, for example: `fieldname:option,option`. For more information, see "[Filtering projects](/issues/planning-and-tracking-with-projects/customizing-views-in-your-project/filtering-projects)."
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Expand Up @@ -8,6 +8,8 @@ versions:
type: tutorial
topics:
- Projects
redirect_from:
- /issues/planning-and-tracking-with-projects/understanding-field-types/about-text-and-number-fields
---

You can use text fields to include notes or any other freeform text in your project.
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@@ -0,0 +1,51 @@
---
title: About Tracks and Tracked-by fields
shortTitle: About Tracks and Tracked-by fields
intro: You can view the subtasks of the issues in your projects.
miniTocMaxHeadingLevel: 3
versions:
feature: projects-v2-tasklists
type: tutorial
topics:
- Projects
---

{% data reusables.projects.tasklists-release-stage %}

You can enable the Tracks and Tracked-by fields on your projects to see the relationships between your issues as you add subtasks in Tasklists. For more information about creating issue hierarchies in Tasklists, see "[About Tasklists](/issues/tracking-your-work-with-issues/about-tasklists)."

The Tracked-by field can be used to group items, creating a view that clearly shows the subtasks of each issue and the work required to complete them. For more information, see "[Grouping by field values in table layout](/issues/planning-and-tracking-with-projects/customizing-views-in-your-project/customizing-a-view#grouping-by-field-values-in-table-layout)."

You can also filter by the Tracked-by field to display only items that are tracked by specific issues. Either start typing "tracked-by" and select an issue from the list or, if you know the repository and issue number, you can type the filter below in full.

```
tracked-by:"<OWNER>/<REPO>#<ISSUE NUMBER>"
```

To use the filter, replace `<OWNER>` with the repository owner, `<REPO>` with the repository name, and `<ISSUE NUMBER>` with the issue number. For more information, see "[Filtering projects](/issues/planning-and-tracking-with-projects/customizing-views-in-your-project/filtering-projects)."

### Enabling the Tracked-by field

You can enable the Tracked-by field to see which issues are tracking an item in your project.

1. In table view, in the rightmost field header, click {% octicon "plus" aria-label="the plus icon" %}.

![Screenshot showing new field button](/assets/images/help/projects-v2/new-field-button.png)

1. Under "Hidden fields", click **Tracked by**.

![Screenshot showing the field menu](/assets/images/help/projects-v2/select-tracked-by-field.png)


### Enabling the Tracks field

You can enable the Tracks field to see what other issues an item in your project is tracking.

1. In table view, in the rightmost field header, click {% octicon "plus" aria-label="the plus icon" %}.

![Screenshot showing new field button](/assets/images/help/projects-v2/new-field-button.png)

1. Under "Hidden fields", click **Tracks**.

![Screenshot showing the field menu](/assets/images/help/projects-v2/select-tracks-field.png)

Original file line number Diff line number Diff line change
@@ -1,16 +1,18 @@
---
title: Deleting fields
intro: 'Learn how to delete a field from your {% data variables.projects.project_v2 %}.'
title: Deleting custom fields
intro: 'Learn how to delete a custom field from your {% data variables.projects.project_v2 %}.'
miniTocMaxHeadingLevel: 3
versions:
feature: projects-v2
type: tutorial
topics:
- Projects
redirect_from:
- /issues/planning-and-tracking-with-projects/understanding-field-types/deleting-fields
---

{% data reusables.projects.project-settings %}
1. Click the name of the field you want to delete.
1. Click the name of the custom field you want to delete.
![Screenshot showing an iteration field](/assets/images/help/projects-v2/select-single-select.png)
1. Next to the field's name, click {% octicon "kebab-horizontal" aria-label="The menu icon" %} to open the menu.
![Screenshot showing field name](/assets/images/help/projects-v2/field-options.png)
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@@ -0,0 +1,22 @@
---
title: Understanding fields
shortTitle: Understanding fields
intro: 'Learn about the different fields and custom field types, how to add fields to your project, and how to manage custom fields.'
versions:
feature: projects-v2
topics:
- Issues
- Projects
children:
- /about-text-and-number-fields
- /about-date-fields
- /about-single-select-fields
- /about-iteration-fields
- /about-tracks-and-tracked-by-fields
- /renaming-custom-fields
- /deleting-custom-fields
allowTitleToDifferFromFilename: true
redirect_from:
- /issues/planning-and-tracking-with-projects/understanding-field-types
---

Original file line number Diff line number Diff line change
@@ -1,16 +1,18 @@
---
title: Renaming fields
intro: 'Learn about renaming existing fields in your {% data variables.projects.project_v2 %}.'
title: Renaming custom fields
intro: 'Learn about renaming existing custom fields in your {% data variables.projects.project_v2 %}.'
miniTocMaxHeadingLevel: 3
versions:
feature: projects-v2
type: tutorial
topics:
- Projects
redirect_from:
- /issues/planning-and-tracking-with-projects/understanding-field-types/renaming-fields
---

{% data reusables.projects.project-settings %}
1. Click the name of the field you want to rename.
1. Click the name of the custom field you want to rename.
![Screenshot showing an iteration field](/assets/images/help/projects-v2/select-single-select.png)
1. Under "Field name", type the new name for the field.
![Screenshot showing field name](/assets/images/help/projects-v2/field-rename.png)
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Expand Up @@ -25,6 +25,8 @@ allowTitleToDifferFromFilename: true

You can use insights for {% data variables.product.prodname_projects_v2 %} to view, create, and customize charts that use the items added to your project as their source data. You can apply filters to the default chart and also create your own charts. When you create a chart, you set the filters, chart type, the information displayed, and the chart is available to anyone that can view the project. You can generate two types of chart: current charts and historical charts.

Insights does track items you have archived or deleted.

### About current charts

You can create current charts to visualize your project items. For example, you can create charts to show how many items are assigned to each individual, or how many issues are assigned to each upcoming iteration.
Expand Down
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