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Make screenshots in images/help/projects-v2 accessable (#36506)
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Co-authored-by: Isaac Brown <[email protected]>
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guntrip and isaacmbrown authored Apr 25, 2023
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Expand Up @@ -19,26 +19,15 @@ When you copy a project, the new project will contain the same views and custom
## Copying an existing project

1. Navigate to the project you want to copy.
1. In the top-right, click {% octicon "kebab-horizontal" aria-label="The menu icon" %} to open the menu.
1. In the top-right, click {% octicon "kebab-horizontal" aria-label="More options" %} to open the menu.

![Screenshot showing the menu icon](/assets/images/help/projects-v2/open-menu.png)
![Screenshot showing a project's menu bar. The menu icon is highlighted with an orange outline.](/assets/images/help/projects-v2/open-menu.png)

1. In the menu, click {% octicon "copy" aria-label="The copy icon" %} **Make a copy**.

![Screenshot showing the 'Make a copy' menu item](/assets/images/help/projects-v2/make-a-copy.png)
1. In the menu, click {% octicon "copy" aria-hidden="true" %} **Make a copy**.
1. Optionally, if you want all draft issues to be copied with the project, in the "Make a copy" dialog, select **Draft issues will be copied if selected**.

1. Optionally, if you want all draft issues to be copied with the project, select **Include draft issues**.

![Screenshot showing the checkbox for including draft issues](/assets/images/help/projects-v2/copy-include-drafts.png)

1. In the dialog, under "Owner", select either the organization that will own the new project or your personal account.

![Screenshot showing the owner field](/assets/images/help/projects-v2/copy-owner.png)

![Screenshot showing the "Make a copy" form.](/assets/images/help/projects-v2/copy-project-form.png)

1. Under "Owner", select either the organization that will own the new project or your personal account.
1. Under "New project name", type the name of the new project.

![Screenshot showing the project name field](/assets/images/help/projects-v2/copy-name.png)

1. Click **Copy project**.

![Screenshot showing the "Copy project" button](/assets/images/help/projects-v2/copy-submit.png)
1. Click **Copy project**.
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Expand Up @@ -40,7 +40,10 @@ You can migrate your project boards to the new {% data variables.product.prodnam
## Migrating a user project board

{% data reusables.projects.enable-migration %}
{% data reusables.profile.access_profile %}
1. In the top right corner of {% data variables.product.prodname_dotcom_the_website %}, click your profile photo, then click **Your projects**.

![Screenshot showing the profile photo menu. The "Your projects" link is highlighted with an orange outline.](/assets/images/help/projects-v2/projects-profile-menu.png)

1. On the top of your profile page, in the main navigation, click {% octicon "table" aria-label="The project board icon" %} **Projects**.
![Screenshot showing the 'Projects' tab](/assets/images/help/projects-v2/tab-projects.png)
1. Above the list of projects, click **Projects (classic)**.
Expand All @@ -57,6 +60,7 @@ You can migrate your project boards to the new {% data variables.product.prodnam
{% data reusables.projects.enable-migration %}
{% data reusables.repositories.navigate-to-repo %}
1. Under your repository name, click {% octicon "table" aria-label="The project board icon" %} **Projects**.
![Project tab](/assets/images/help/projects-v2/repo-tabs-projects.png)
![Screenshot showing a repository's tabs. The Projects tab is highlighted with an orange outline.](/assets/images/help/projects-v2/repo-tabs-projects.png)

1. In the left sidebar, click **Projects (classic)**.
{% data reusables.projects.migrate-project-steps %}
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Expand Up @@ -40,7 +40,6 @@ You can set each view in your project to a different layout.

{% data reusables.projects.open-view-menu %}
1. Under "Layout", click either **Table**{% ifversion projects-v2-roadmaps %}, **Board** or **Roadmap**{% else %} or **Board**{% endif %}.
{% ifversion projects-v2-roadmaps %}![Screenshot showing layout option](/assets/images/help/projects-v2/table-or-board-or-roadmap.png){% else %}![Screenshot showing layout option](/assets/images/help/projects-v2/table-or-board.png){% endif %}


Alternatively, open the project command palette by pressing {% data variables.projects.command-palette-shortcut %} and start typing "Switch layout."
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Expand Up @@ -24,10 +24,8 @@ For more information about changing a view to use the board layout, see "[AUTOTI
In the board layout, you choose any single select or iteration field for your columns. If you drag an item to a new column, the value of that column is applied to the dragged item. For example, if you use the "Status" field for your board columns and then drag an item with a status of `In progress` to the `Done` column, the status of the item will switch to `Done`.

{% data reusables.projects.open-view-menu %}
1. Click {% octicon "columns" aria-label="the columns icon" %} **Column field**.
![Screenshot showing the column field item](/assets/images/help/projects-v2/column-field-menu-item.png)
1. Click {% octicon "columns" aria-hidden="true" %} **Column field**.
1. Click the field you want to use.
![Screenshot showing the column field menu](/assets/images/help/projects-v2/column-field-menu.png)

Alternatively, open the project command palette by pressing {% data variables.projects.command-palette-shortcut %} and start typing "Column field by."

Expand All @@ -37,14 +35,11 @@ Alternatively, open the project command palette by pressing {% data variables.pr

In the board layout, you can can choose which columns to display. The available columns are made up of the contents of your selected column field.

1. In the board layout, scroll to the right of your columns, and click {% octicon "plus" aria-label="the plus icon" %}.
1. In the board layout, scroll to the right of your columns, and click {% octicon "plus" aria-label="Add a new column to the board" %}.

![Screenshot showing the plus symbol button](/assets/images/help/projects-v2/board-add-column.png)
![Screenshot of a board layout scrolled to the very right. The "Add a new column to the board" button is highlighted with an orange outline.](/assets/images/help/projects-v2/board-add-column.png)

1. Select the columns you want to show.

![Screenshot showing the list of columns](/assets/images/help/projects-v2/board-select-columns.png)

{% endif %}

{% ifversion projects-v2-consistent-sorting %}
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Expand Up @@ -19,19 +19,13 @@ For more information about changing a view to use the roadmap layout, see "[AUTO

You can set the date or iteration fields that your roadmap will use to position items. When you set a view to a roadmap layout, {% data variables.product.company_short %} will attempt to use existing date and iteration fields you have already set up. For more information on creating new fields, see "[AUTOTITLE](/issues/planning-and-tracking-with-projects/understanding-fields/about-date-fields)" and "[AUTOTITLE](/issues/planning-and-tracking-with-projects/understanding-fields/about-iteration-fields)."

1. In the top right of your roadmap, click {% octicon "calendar" aria-label="the calendar icon" %} **Date fields**.
1. In the top right of your roadmap, click {% octicon "calendar" aria-hidden="true" %} **Date fields**.

![Screenshot showing the date field menu item](/assets/images/help/projects-v2/roadmap-menu-dates.png)
![Screenshot showing the menu items for a roadmap layout. The "Date fields" button is highlighted with an orange rectangle.](/assets/images/help/projects-v2/roadmap-menu-dates.png)

1. Optionally, to create a new date or iteration field, click {% octicon "plus" aria-label="the plus icon" %} **New field**, type the name of your field, and click **Save**. You can then select the new field or create another.

![Screenshot showing the date field options](/assets/images/help/projects-v2/roadmap-dates-create-field.png)

1. Select a date or iteration field for "Start date" and "Target date."

![Screenshot showing the date field options](/assets/images/help/projects-v2/roadmap-select-dates.png)


{% ifversion projects-v2-roadmap-markers %}

## Setting vertical markers
Expand All @@ -50,14 +44,12 @@ You can configure vertical markers on a roadmap to show your iterations, the dat

You can choose the density of items on your roadmap. You can zoom in to show one month at a time or, for a greater overview, you can zoom out to show a quarter of a year or a full year.

1. In the top right of your roadmap, click {% octicon "search" aria-label="the zoom icon" %}.
1. In the top right of your roadmap, click {% octicon "search" aria-label="The zoom icon next to Month, Quarter, or Year" %}.

![Screenshot showing the zoom button](/assets/images/help/projects-v2/roadmap-zoom-button.png)
![Screenshot showing the menu items for a roadmap layout. The "Zoom" button is highlighted with an orange rectangle.](/assets/images/help/projects-v2/roadmap-zoom-button.png)

1. Select either **Month**, **Quarter**, or **Year**.

![Screenshot showing the zoom level options](/assets/images/help/projects-v2/roadmap-zoom-menu.png)

{% ifversion projects-v2-consistent-sorting %}

## Sorting by field values
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Expand Up @@ -23,10 +23,9 @@ You can show or hide a specific field.

You can also hide individual fields using the field headers.

1. Next to the field you want to hide, click {% octicon "kebab-horizontal" aria-label="the kebab icon" %}.
![Screenshot showing field menu icon](/assets/images/help/projects-v2/modify-field-menu.png)
1. Click {% octicon "eye-closed" aria-label="the eye closed icon" %} **Hide field**.
![Screenshot showing hide field menu option](/assets/images/help/projects-v2/hide-field-via-menu.png)
1. Next to the field you want to hide, click {% octicon "kebab-horizontal" aria-label="Status column options" %}.
![Screenshot showing a field header. The menu icon is highlighted with an orange outline.](/assets/images/help/projects-v2/modify-field-menu.png)
1. Click {% octicon "eye-closed" aria-hidden="true" %} **Hide field**.

## Grouping by field values

Expand All @@ -39,15 +38,19 @@ You can group items by a custom field value. When items are grouped, if you drag
You can change the order of fields.

1. Click the field header.
![Screenshot showing the field header](/assets/images/help/projects-v2/select-field-header.png)

![Screenshot showing three field headers. One of the headers is highlighted with an orange outline.](/assets/images/help/projects-v2/select-field-header.png)

2. While continuing to click, drag the field to the required location.

## Reordering rows

You can change the order of rows.

1. Click the number at the start of the row.
![Screenshot showing the row number](/assets/images/help/projects-v2/select-row-number.png)

![Screenshot showing three rows on a table layout. One of the row numbers is highlighted with an orange outline.](/assets/images/help/projects-v2/select-row-number.png)

2. While continuing to click, drag the row to the required location.

## Sorting by field values
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Expand Up @@ -13,7 +13,7 @@ allowTitleToDifferFromFilename: true

You can customize which items appear in your views using filters for item metadata, such as assignees and the labels applied to issues, and by the fields in your project. You can combine filters and save them as views. For more information, see "[AUTOTITLE](/issues/planning-and-tracking-with-projects/customizing-views-in-your-project/managing-your-views)."

To filter a view, click {% octicon "filter" aria-label="The Filter icon" %} and start typing the fields and values you would like to filter for. As you type, possible values will appear. You can also open the project command palette, by pressing {% data variables.projects.command-palette-shortcut %}, and type "Filter by" to choose from the available filters.
To filter a view, click {% octicon "filter" aria-label="Filter by keyword or by field" %} and start typing the fields and values you would like to filter for. As you type, possible values will appear. You can also open the project command palette, by pressing {% data variables.projects.command-palette-shortcut %}, and type "Filter by" to choose from the available filters.

![Screenshot showing the location of the filter icon](/assets/images/help/projects-v2/filter-example.png)

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Expand Up @@ -32,8 +32,7 @@ You can duplicate an existing view and use it as a base to make further changes.

1. Switch to the view you want to duplicate.
{% data reusables.projects.open-view-menu %}
1. Click {% octicon "versions" aria-label="the versions icon" %} **Duplicate view**.
![Screenshot showing the duplicate menu item](/assets/images/help/projects-v2/duplicate-view.png)
1. Click {% octicon "versions" aria-hidden="true" %} **Duplicate view**.

## Saving changes to a view

Expand All @@ -57,16 +56,14 @@ You can rename your saved views. The name change is automatically saved.

1. Switch to the view you want to rename.
{% data reusables.projects.open-view-menu %}
1. Click {% octicon "pencil" aria-label="the pencil icon" %} **Rename view**.
![Screenshot showing the rename menu item](/assets/images/help/projects-v2/rename-view.png)
1. Click {% octicon "pencil" aria-hidden="true" %} **Rename view**.
1. Type the new name for your view.
1. To save your changes, press <kbd>Return</kbd>.

## Deleting a saved view

1. Switch to the view you want to delete.
{% data reusables.projects.open-view-menu %}
1. Click {% octicon "trash" aria-label="the trasj icon" %} **Delete view**.
![Screenshot showing the rename delete item](/assets/images/help/projects-v2/delete-view.png)
1. Click {% octicon "trash" aria-hidden="true" %} **Delete view**.

Alternatively, open the project command palette by pressing {% data variables.projects.command-palette-shortcut %} and start typing "Delete view."
Original file line number Diff line number Diff line change
Expand Up @@ -59,24 +59,18 @@ Next, create an iteration field so you can plan and track your work over repeati

{% data reusables.projects.new-field %}
1. Select **Iteration**
![Screenshot showing the iteration option](/assets/images/help/projects-v2/new-field-iteration.png)
3. To change the duration of each iteration, type a new number, then select the dropdown and click either **days** or **weeks**.
![Screenshot showing the iteration duration](/assets/images/help/projects-v2/iteration-field-duration.png)
4. Click **Save**.
![Screenshot showing save button](/assets/images/help/projects-v2/new-field-save-and-create.png)

## Creating a field to track priority

Now, create a custom field named `Priority` and containing the values: `High`, `Medium`, or `Low`.

{% data reusables.projects.new-field %}
1. Select **Single select**
![Screenshot showing the single select option](/assets/images/help/projects-v2/new-field-single-select.png)
1. Below "Options", type the first option, "High".
![Screenshot showing the single select option](/assets/images/help/projects-v2/priority-example.png)
1. To add additional fields, for "Medium" and "Low", click **Add option**.
1. Click **Save**.
![Screenshot showing save button](/assets/images/help/projects-v2/new-field-save.png)

Specify a priority for all issues in your project.

Expand All @@ -88,9 +82,7 @@ Next, group all of the items in your project by priority to make it easier to fo

{% data reusables.projects.open-view-menu %}
1. Click {% octicon "rows" aria-label="the rows icon" %} **Group**.
![Screenshot showing the group menu item](/assets/images/help/projects-v2/group-menu-item.png)
1. Click **Priority**.
![Screenshot showing the group menu](/assets/images/help/projects-v2/group-menu.png)

Now, move issues between groups to change their priority.

Expand Down Expand Up @@ -125,7 +117,6 @@ Next, switch to board layout.

{% data reusables.projects.open-view-menu %}
1. Under "Layout", click **Board**.
![Screenshot showing layout option](/assets/images/help/projects-v2/table-or-board.png)

![Example priorities](/assets/images/help/projects/example_board.png)

Expand All @@ -137,7 +128,6 @@ To indicate the purpose of the view, give it a descriptive name.

{% data reusables.projects.open-view-menu %}
1. Click {% octicon "pencil" aria-label="the pencil icon" %} **Rename view**.
![Screenshot showing the rename menu item](/assets/images/help/projects-v2/rename-view.png)
1. Type the new name for your view.
1. To save changes, press <kbd>Return</kbd>.

Expand All @@ -153,41 +143,25 @@ Next, configure the auto-add workflow to automatically add issues opened in a re

{% data reusables.projects.access-workflows %}
1. In the "Default workflows" list, click **Auto-add to project**.

![Screenshot showing auto-add workflow](/assets/images/help/projects-v2/workflow-autoadd.png)

1. To start editing the workflow, in the top right, click **Edit**.

![Screenshot showing edit button](/assets/images/help/projects-v2/workflow-start-editing.png)
![Screenshot showing the workflow menu bar. The "Edit" button is highlighted with an orange rectangle.](/assets/images/help/projects-v2/workflow-start-editing.png)

1. Under "Filters", select the repository you want to add items from.

![Screenshot showing repository select](/assets/images/help/projects-v2/workflow-autoadd-repo.png)

1. Next to the repository selection, type the filter criteria you want items to match before they are automatically added to your project. For example, to catch all issues and PRs opened with the label "bug", use `is:issue,pr label:bug`.

![Screenshot showing repository select](/assets/images/help/projects-v2/workflow-autoadd-filter.png)

1. To enable the new workflow, click **Save and turn on workflow**.

![Screenshot showing autoadd workflows](/assets/images/help/projects-v2/workflow-save-and-turn-on.png)

{% endif %}

Finally, add a built in workflow to set the status to **Todo** when an item is added to your project.

1. In the top-right, click {% octicon "kebab-horizontal" aria-label="The menu icon" %} to open the menu.
![Screenshot showing the menu icon](/assets/images/help/projects-v2/open-menu.png)
![Screenshot showing a project's menu bar. The menu icon is highlighted with an orange outline.](/assets/images/help/projects-v2/open-menu.png)
1. In the menu, click {% octicon "workflow" aria-label="The workflow icon" %} **Workflows**.
![Screenshot showing the 'Workflows' menu item](/assets/images/help/projects-v2/workflows-menu-item.png)
1. Under **Default workflows**, click **Item added to project**.
![Screenshot showing default workflows](/assets/images/help/projects-v2/default-workflows.png)
1. Next to **When**, ensure that both `issues` and `pull requests` are selected.
![Screenshot showing the "when" configuration for a workflow](/assets/images/help/projects-v2/workflow-when.png)
1. Next to **Set**, select **Status:Todo**.
![Screenshot showing the "set" configuration for a workflow](/assets/images/help/projects-v2/workflow-set.png)
1. Click the **Disabled** toggle to enable the workflow.
![Screenshot showing the "enable" control for a workflow](/assets/images/help/projects-v2/workflow-enable.png)

{% endif %}

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