From the course: Practical GitHub Project Management and Collaboration

Using view categories

- [Instructor] There are different ways to view your tasks using the views tabs right here. We created a table view to look at our data in the form of a spreadsheet. Let's go ahead and add another view. So I'm going to click on New view right here. And this time I'm going to choose the Board view. You can see that it's a real convenient way to look at our tasks and how they are progressing. So right now, my first task is under the Todo section but I can easily move it to In Progress just by click and dragging it right here, or I can move it maybe to the Backlog by moving it over here. Now if I switch back into the Table view, you'll notice that the status has automatically updated according to the new position for this task. Now, let's go ahead and make sure that that is name Board. I'm just going to call them what they are right now. I usually call this one kanban because I'm used to that name from Agile methodology. You can probably give them more descriptive names and sometimes you create different versions of the view as well by clicking right here and then duplicating the view to create an option. Now if you want to get to the more information section from this view, you can click right here. Now this will take you to this sort of sub tab that lets you see all of the information from the view including a description and all of the other fields. So here's another place where you could switch the status to one of the other elements. You can also add a date right here. So let's go ahead and this will be due say by tomorrow. And then I can choose an iteration. So I'm going to put this in the current sprint. And again, when I close this, let's go back into the table. You can see that all those things have been added to my Table view as well as the Board view. So let's go ahead and do the last type of view called the Roadmap. And I'll go ahead and type in just roadmap here. It's not really a bad name. Now roadmaps do require at least one day or iteration field to get started. So I'm going to click on this Got it right here. And what we need to do is make sure that we specify that one of these fields is something like either the starting date of the item or the due date of the item. So I'm going to say that the target date is going to be the due date. I should probably create a start date sort of field. So I'm going to click on New field here. I'll call this one Start. It's going to be of type date. It already pre-selected that, so that's cool. And so my start date will be set by a field called Start and then my target date will be filled by this field called Due. Now, let's go ahead and I'll click right here. And let's see. For the start date, I'll go ahead and put today's date. So you can always get to all the information from any one of the views. Every one of the views has a few preferences that you can access right here. One of the ones that are useful for this particular view is the truncate fields because as you can see, the field name here is running way past the beginning and ending date. So let's go ahead and hit truncate fields and notice that when I roll over it shows me the range. And let's go ahead and go back into this view right here. And I can also show the date fields that will show the sort of relevant beginning and ending dates for this particular task. Since it lets you look at 'em when you roll over, I'm going to go ahead and rehide them. So I'll take that off. There's also a way to show different markers. So you can show, for example, a marker for the milestones which we don't have any right now for this project. We'll add those later when we tie the repo to this project. And so we can say add a little marker. You can see this little vertical lines for the due dates or maybe add some markers for the sprints. You can see the little lines over here. And maybe one for the start dates right underneath the current one so you won't really be able to see it. So those markers can be useful. You can see the little titles for the sprints right here. You can also navigate through this by hitting the arrows right here. If you go too far, you can always hit this Today button. It'll scroll you back down to the date. And here you can zoom in by different amounts. You can say quarter view or month view which is what we're in right now. You can also resort things, but again it doesn't really make sense when you have only one item. And then you can also add or look at the markers directly from this section as well. So you can see that the views are really powerful and each type of view shows you a different way to sort of prioritize what's important about your project. But they all work together and modifying a field in one view takes care of them in other views. Now, one more thing. You can see that whenever I modify something, it gets this little blue dot right here. That means that something has changed about my settings for that view and that means that I can hit the Save button. That little circle will go away and now that will be the default way that that view looks. So whenever you do make a change, you'll notice that. You can see super powerful and very easy to work with. It's almost self-explanatory working in this different views, like the drag and drop is a fantastic feature that just works really well.

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