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219 changes: 207 additions & 12 deletions PROJECT_BOARD_GUIDE.md
Original file line number Diff line number Diff line change
Expand Up @@ -6,7 +6,171 @@ This guide explains how Fused Gaming uses GitHub Projects to track goals, initia

**Active Project Boards**:
- [V.I.S.E. VLN-Certifications](https://github.com/orgs/Fused-Gaming/projects/5) - Currently active
- Fused Gaming Goals & Initiatives - Planned (see [ORG_AUDIT_RECOMMENDATIONS.md](ORG_AUDIT_RECOMMENDATIONS.md) Section 4.1)
- [Fused Gaming Goals & Initiatives](https://github.com/orgs/Fused-Gaming/projects/10) - Primary strategic tracking board

---

## Project #10 Setup & Configuration

### Status: ✅ Verified Setup Required

As of the latest verification (see Issue #21), **Project #10 "Fused Gaming Goals & Initiatives"** requires proper setup with the standardized column structure and automation rules documented below.

### Quick Setup Checklist

Use this checklist to set up or verify Project #10:

- [ ] **Create Project Board** (if not exists): Navigate to https://github.com/orgs/Fused-Gaming/projects and create new project
- [ ] **Set Project Name**: "Fused Gaming Goals & Initiatives"
- [ ] **Set Project Description**: "Strategic goals, quarterly OKRs, and organizational initiatives tracking"
- [ ] **Create 5 Columns** (in order, left to right):
- [ ] 📋 Backlog
- [ ] 🎯 Planned
- [ ] 🚧 In Progress
- [ ] 👀 Review
- [ ] ✅ Done
- [ ] **Configure Automation Rules** (see detailed section below)
- [ ] **Test Workflow** (create test issue, verify automation)
- [ ] **Archive Test Items** (clean up after verification)
- [ ] **Update This Document** (mark setup as complete, add project URL)

### Detailed Column Configuration

Each column should be configured with specific automation rules:

#### 📋 Backlog
**Purpose**: Newly proposed items awaiting triage

**Automation Rules**:
- ✅ Auto-add: New issues with label `type: goal-proposal`
- ✅ Auto-add: New issues with label `type: project-proposal`
- ✅ Auto-add: New issues with label `status: needs-triage`
- ✅ Auto-add: All newly created issues (optional - can be disabled if too noisy)

**Manual Workflow**:
- Weekly triage review by core team
- Add priority and size labels during triage
- Move approved items to "Planned"

#### 🎯 Planned
**Purpose**: Approved work scheduled for current or upcoming quarter

**Automation Rules**:
- ✅ Auto-move: Issues labeled `priority: critical`
- ✅ Auto-move: Issues labeled `status: approved`
- ✅ Auto-move: Issues assigned to current milestone
- ✅ Auto-move: Issues labeled `quarter: current` (if using quarter labels)

**Manual Workflow**:
- Sprint planning: Select items to work on
- Assign target dates and milestones
- Ensure resources are allocated

#### 🚧 In Progress
**Purpose**: Work actively being done right now

**Automation Rules**:
- ✅ Auto-move: Issues assigned to a user (from Planned or Backlog)
- ✅ Auto-move: Issues labeled `status: in-progress`
- ✅ Auto-move: Issues with linked draft PR opened

**Manual Workflow**:
- Developers self-assign and move to this column
- Regular progress updates via comments
- Move to Review when PR is ready

#### 👀 Review
**Purpose**: Code review, testing, or approval stage

**Automation Rules**:
- ✅ Auto-move: PR opened and marked "Ready for Review"
- ✅ Auto-move: Issues labeled `status: in-review`
- ✅ Auto-move: Issues with linked PR requesting review

**Manual Workflow**:
- Reviewers provide feedback
- Authors address review comments
- Approved PRs ready for merge

**View Settings**:
- Sort by: Oldest first (items waiting longest get priority)
- Highlight: Items with no reviews after 48 hours

#### ✅ Done
**Purpose**: Completed and shipped work

**Automation Rules**:
- ✅ Auto-move: Linked PR merged to default branch
- ✅ Auto-move: Issue closed with label `resolution: completed`
- ✅ Auto-move: Issue closed (without `resolution: wontfix` or `resolution: duplicate`)
- ✅ Auto-archive: Items in Done for 30+ days (keeps board clean)

**Manual Workflow**:
- Verify deployment/completion
- Update related documentation (GOALS.md, etc.)
- Celebrate wins! 🎉

### Setting Up Automation Rules

To configure automation in GitHub Projects:

1. **Navigate to Project Settings**:
- Go to https://github.com/orgs/Fused-Gaming/projects/10
- Click the "⋯" menu → "Settings"

2. **Enable Built-in Automations**:
- Go to "Workflows" tab
- Enable "Auto-add to project" workflows
- Enable "Auto-move" workflows per column

3. **Configure Label-Based Rules**:
```
When: Issue labeled "type: goal-proposal"
Then: Add to project → Move to "📋 Backlog"

When: Issue labeled "priority: critical"
Then: Move to "🎯 Planned"

When: Issue assigned
Then: Move to "🚧 In Progress"

When: Pull request opened
Then: Move to "👀 Review"

When: Pull request merged
Then: Move to "✅ Done"

When: Issue closed
Then: Move to "✅ Done"
```

4. **Configure Auto-Archive**:
- In "✅ Done" column settings
- Enable "Auto-archive items"
- Set threshold: 30 days

### Testing Your Setup

After configuration, test the automation:

1. **Create Test Issue**:
```
Title: [TEST] Verify Project Board Automation
Labels: type: goal-proposal, status: needs-triage
```

2. **Verify Auto-Add**: Issue should appear in "📋 Backlog"

3. **Test Label Triggers**:
- Add `priority: critical` → Should move to "🎯 Planned"
- Assign to yourself → Should move to "🚧 In Progress"

4. **Test PR Workflow**:
- Create draft PR linked to issue
- Mark PR ready for review → Issue moves to "👀 Review"
- Merge PR → Issue moves to "✅ Done"

5. **Clean Up**: Close and archive test issue

---

Expand Down Expand Up @@ -195,18 +359,45 @@ Shows all items across all statuses

## Automation

### Automatic Behaviors
- New issues → Added to board (Backlog)
- Issue labeled `priority: critical` → Moved to Planned
- PR opened → Linked items move to Review
- PR merged → Linked items move to Done
- Issue closed → Moved to Done
**See [Project #10 Setup & Configuration](#project-10-setup--configuration) above for detailed automation rules and configuration steps.**

### Automatic Behaviors (Summary)

| Trigger | Action | Destination Column |
|---------|--------|-------------------|
| New issue with `type: goal-proposal` | Auto-add to project | 📋 Backlog |
| New issue with `type: project-proposal` | Auto-add to project | 📋 Backlog |
| Issue labeled `priority: critical` | Auto-move | 🎯 Planned |
| Issue labeled `status: approved` | Auto-move | 🎯 Planned |
| Issue assigned to user | Auto-move | 🚧 In Progress |
| Issue labeled `status: in-progress` | Auto-move | 🚧 In Progress |
| Pull request opened (linked issue) | Auto-move | 👀 Review |
| Issue labeled `status: in-review` | Auto-move | 👀 Review |
| Pull request merged | Auto-move | ✅ Done |
| Issue closed (completed) | Auto-move | ✅ Done |
| Item in Done for 30+ days | Auto-archive | (Archived) |

### Manual Workflows
- Triage (weekly)
- Sprint planning (as needed)
- Quarterly review
- Annual planning
- **Weekly**: Backlog triage and prioritization
- **Sprint Planning**: Move Planned items to In Progress
- **Daily/As-Needed**: Update item status, move cards manually when automation doesn't trigger
- **Monthly**: Progress review on strategic goals
- **Quarterly**: OKR review and planning
- **Annual**: Strategic goal setting and retrospective

### Manual Card Movement

While automation handles most transitions, you may need to manually move cards when:

1. **Reprioritizing Work**: Drag items between Backlog and Planned based on changing priorities
2. **Blocking Issues**: Move item back from In Progress to Planned if blocked
3. **Skipping Stages**: Move item directly to Done if completed without formal review (e.g., documentation fixes)
4. **Reverting Automation**: If automation moves an item incorrectly, drag it to the correct column
5. **Batch Operations**: During planning sessions, manually organize multiple items at once

**To manually move a card**:
- Simply drag and drop the card to the desired column
- Or click the "⋯" menu on the card → "Move to" → Select column

---

Expand Down Expand Up @@ -337,6 +528,9 @@ This document is classified **PUBLIC** per [DOCUMENT_CLASSIFICATION_POLICY.md](D
- Workflow automation affecting the board is changed
- New project boards are created or retired

**Recent Updates**:
- **Feb 8, 2026**: Added comprehensive Project #10 setup documentation per Issue #21, including detailed automation rules, column configuration, and testing workflow

---

## Continuous Improvement
Expand All @@ -351,7 +545,8 @@ This project board system is iterative:

---

**Last Updated**: February 6, 2026
**Last Updated**: February 8, 2026
**Next Review**: May 2026
**Related Issues**: [#21 - Verify and Document Project Board Column Setup](https://github.com/Fused-Gaming/.github/issues/21)

Questions? Open a discussion or ask in our [Telegram channel](https://t.me/fusedgg)!
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