GitHub Project Board Setup for New Team

Summary: Create a new GitHub Projects v2 board for the current team with two zoom levels — a high-level roadmap view (epics) and a task-level view (sub-issues) — rather than reusing the cluttered existing board (project 22, 477 items).


Situation

Life Itself has an existing GitHub Project board ("Shaping and Shipping", project 22) with 477 items and good field structure (Phase, Priority, Parent issue, Sub-issues progress). A new team is forming and needs project tracking.

Complication

The existing board is too dense for a new team. 477 items creates noise and confusion. We also need two levels of visibility: a high-level roadmap for the whole team and individual task lists for each person — something the existing board's single view doesn't cleanly provide.

Question

How do we set up project tracking that gives new team members clarity at both the roadmap level and the individual task level, without cluttering the workspace?

Hypothesis

Create a new GitHub Projects v2 board, copying the proven field schema from project 22, with two dedicated views built in from the start. Keep information density low initially.


Plan

1. Create new GitHub Project

  • Owner: life-itself org
  • Name: "Life Itself Team"
  • Visibility: Public (consistent with project 22)
  • Admin: Rufus Pollock
  • Issues repo: life-itself/strategy (centralise for now)

2. Field schema (copied from project 22: "Shaping and Shipping")

FieldTypeOptions
TitleText
Assigneesdefault
StatusSingle select📝 Backlog · 🏗️ In progress · ✅ Done · ⛔ Blocked · ⏸️ Paused · 💤 Someday
PhaseSingle select📥 Inbox · 📐 Shape · 🚢 Ship · 📣 Share
PrioritySingle select🔥🔥🔥🔥 · 🔥🔥🔥 · 🔥🔥 · 🔥
Parent issuedefault
Sub-issues progressdefault
Labelsdefaultincludes epic label
Estimate (d)Numberdays
StartDate
EndDate
NoteText

3. Two views

View 1: Roadmap

  • Filter: label = epic
  • Group by: Phase (Now / Next / Later)
  • Purpose: team-level, what are we working on and what's coming

View 2: Tasks

  • Filter: label ≠ epic (or no label filter, show all non-epics)
  • Group by: Assignee
  • Purpose: individual work, what does each person own right now

4. Issue conventions

  • Epics = GitHub issues labelled epic; contain description of initiative and acceptance criteria
  • Tasks = GitHub sub-issues nested under an epic; assigned to one person; small enough to complete in a week or less
  • Each task links back to parent epic automatically via sub-issue relationship

5. Migration / seeding

  • Do NOT import items from project 22
  • Seed only current active work: create epics for in-flight initiatives, create tasks for immediate next actions
  • Keep backlog empty at launch; add items as needed

GitHub Projects vs Markdown in repo

Decision: GitHub Projects.

Considered tracking tasks as markdown files/items in this strategy repo. Key trade-offs:

GitHub ProjectsMarkdown repo
Accessible to non-technical teamYes — just a browserNo — need git/editor workflow
Real-time card movementYes — drag and dropNo — manual file edits
CLI editableYes — full gh project supportYes
Version historyLimitedFull git history

GitHub Projects wins on the two things that matter most for a team: low friction access and live kanban. CLI power users can still do everything via gh project item-edit.


Status (as of 2026-04-20)

Completed

  • ✅ Created project board: Life Itself Team
  • ✅ Field schema replicated from project 22 (Status, Phase, Priority, Estimate, Start, End, Note)
  • ✅ Created epic label in life-itself/strategy
  • ✅ Created 9 epic issues (#4–#12) and 13 task issues (#13–#25) in life-itself/strategy
  • ✅ Sub-issue parent/child links established between tasks and epics
  • ✅ All issues set Phase=🚢 Ship, Status=🏗️ In progress

Blocked: GitHub Projects v2 bug

Issues exist and show the project in their sidebar, but the project board lists 0 items and the UI is empty. The issue-side and project-side are inconsistent: Issue.projectItems confirms the link, but ProjectV2.items returns nothing. Reproduced on two separate projects (#34 and #35). Full analysis: docs/github-projects-v2-support-report-2026-04-20.md.

Next steps (once unblocked)

  1. Confirm issues appear on board (may resolve after GitHub fixes bug or token scope added)
  2. Create two views in browser: Roadmap (filter epic label) + Tasks (group by assignee)
  3. Assign team members to task issues