quaex

GitHub Projects Setup Guide

This guide walks you through setting up the GitHub Projects board for the Parth Asset Management System development.

1. Create the Project

1. Navigate to your repository: https://github.com/MarkSingh-dev/quaex
2. Click on the “Projects” tab
3. Click “New project”
4. Choose “Board” layout
5. Name it: “Parth Asset Management Development”
6. Description: “Complete development roadmap for enterprise asset management system”

2. Configure Project Fields

Add these custom fields to track progress effectively:

Epic Field

• Type: Single select
• Options:
  • Foundation & Security 🔐
  • Asset Management Core 📦
  • Inventory Management 📊
  • Mobile & QR Features 📱
  • User Management 👥
  • Maintenance & Work Orders 🔧
  • Reporting & Analytics 📈
  • Integration & API 🔌
  • Performance & Scalability ⚡
  • Production Readiness 🚀

Priority Field

• Type: Single select
• Options:
  • Critical (P0)
  • High (P1)
  • Medium (P2)
  • Low (P3)

Effort Field

• Type: Single select
• Options:
  • XS (< 1 day)
  • S (1-2 days)
  • M (3-5 days)
  • L (1-2 weeks)
  • XL (2+ weeks)

Status Field (default, but customize)

• Options:
  • 🏗️ Todo
  • 🏃‍♂️ In Progress
  • 👀 In Review
  • ✅ Done
  • 🚫 Blocked

Component Field

• Type: Single select
• Options:
  • Authentication
  • Frontend/UI
  • Backend/API
  • Database
  • Mobile
  • Infrastructure
  • Security
  • Testing
  • Documentation

3. Create Views

View 1: Epic Overview

• Type: Board
• Group by: Epic
• Filter: None (show all)
• Sort: Priority (Critical first)

View 2: Current Sprint

• Type: Board
• Group by: Status
• Filter: Status is “In Progress” OR “In Review”
• Sort: Priority

View 3: Roadmap Timeline

• Type: Roadmap
• Group by: Epic
• Date field: Target completion date (add this field)
• Show: 6 months

View 4: Team Workload

• Type: Table
• Group by: Assignee
• Filter: Status is not “Done”
• Show fields: Title, Epic, Priority, Effort, Status

4. Create Epic Issues

Use the provided issue templates to create epic issues for each major feature area:

Foundation & Security Epic

Title: [EPIC] Foundation & Security 🔐
Labels: epic, critical, security
Epic: Foundation & Security 🔐
Priority: Critical (P0)
Effort: XL
Component: Security

Asset Management Core Epic

Title: [EPIC] Asset Management Core 📦  
Labels: epic, high, core-feature
Epic: Asset Management Core 📦
Priority: High (P1)
Effort: XL
Component: Backend/API

Continue creating epics for all 10 major areas from the roadmap.

5. Break Down Epics into Tasks

For each epic, create detailed task issues:

Example: Authentication Tasks

• [TASK] Production secrets & GitHub Environments setup
• [TASK] Row Level Security policies audit
• [TASK] Rate limiting implementation
• [TASK] Integration auth tests
• [TASK] Security headers & CSP implementation

6. Set Up Automation

GitHub Actions Integration

Create workflow files to automatically:

• Move issues to “In Progress” when PRs are opened
• Move to “In Review” when PRs are ready for review
• Move to “Done” when PRs are merged
• Update project fields based on labels

Example Workflow (.github/workflows/project-automation.yml):

name: Update Project Board
on:
  pull_request:
    types: [opened, closed, ready_for_review]
  issues:
    types: [opened, closed, assigned]

jobs:
  update-board:
    runs-on: ubuntu-latest
    steps:
      - name: Update project item
        uses: titoportas/update-project-fields@v0.1.0
        with:
          project-url: https://github.com/orgs/MarkSingh-dev/projects/1
          github-token: $

7. Milestone Setup

Create GitHub Milestones for major releases:

• v1.0 - MVP: Foundation + Basic Asset Management
• v1.1 - Inventory: Add inventory management features
• v1.2 - Mobile: QR codes and mobile optimization
• v1.3 - Enterprise: User management and permissions
• v1.4 - Maintenance: Work orders and maintenance tracking
• v2.0 - Analytics: Reporting and business intelligence
• v2.1 - Integration: API and third-party integrations
• v2.2 - Scale: Performance and scalability improvements

8. Team Collaboration Setup

Roles & Responsibilities

• Project Manager: Maintains roadmap, updates project board, stakeholder communication
• Tech Lead: Reviews architecture decisions, approves technical tasks
• Frontend Dev: Owns UI/UX issues and Flutter components
• Backend Dev: Owns API and database-related tasks
• DevOps: Owns infrastructure and deployment tasks
• QA: Owns testing tasks and quality validation

Weekly Rituals

• Monday: Sprint planning, review project board
• Wednesday: Mid-week check-in, unblock issues
• Friday: Sprint review, update roadmap progress

9. Metrics & Reporting

Track these key metrics:

• Velocity (story points completed per sprint)
• Burn-down rate by epic
• Cycle time (issue created to done)
• Bug resolution time
• Code review time

10. Next Steps

1. Set up the project board using this guide
2. Create all epic issues from the roadmap
3. Break down Epic 1 (Foundation & Security) into detailed tasks
4. Assign team members to initial tasks
5. Begin first sprint focused on completing Epic 1

References

• GitHub Projects Documentation
• Project Roadmap
• Issue Templates

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This setup will give you a professional project management system that scales with your team and provides clear visibility into progress toward your production launch goal.