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Copy file name to clipboardExpand all lines: docs/src/content/docs/guides/campaigns/project-management.md
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@@ -24,17 +24,7 @@ Once these fields exist, orchestrator workflows can automatically populate them
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### Automatic Timestamp Population
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**NEW**: Starting in this release, `update-project` automatically populates date fields from issue and pull request timestamps:
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-**Start Date** is automatically set from `createdAt` (when the issue/PR was created)
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-**End Date** is automatically set from `closedAt` (when the issue/PR was closed, if applicable)
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This happens automatically for campaign project boards and requires no additional configuration. The system will:
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1. Query the issue or PR to fetch `createdAt` and `closedAt` timestamps
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2. Convert timestamps to ISO date format (YYYY-MM-DD)
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3. Populate `Start Date` and `End Date` fields if they exist in the project and aren't already set
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4. Respect any manually provided date values in the `fields` parameter
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`update-project` automatically populates date fields from issue and pull request timestamps. If your project has `Start Date` and `End Date` fields, the system queries `createdAt` and `closedAt` timestamps, converts them to ISO format (YYYY-MM-DD), and populates the fields unless you provide explicit values.
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**Example:** When adding issue #123 (created on 2025-12-15, closed on 2025-12-18) to a project board with "Start Date" and "End Date" fields:
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### Orchestrator Configuration for Date Fields
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To have orchestrators set date fields automatically, modify the orchestrator's instructions or use the `fields` parameter in `update-project` outputs.
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**Example workflow instruction:**
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```markdown
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When adding issues to the project board, set these custom fields:
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- `Start Date`: Set to the issue's creation date
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- `End Date`: Set to estimated completion date based on issue size and priority
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- Small issues: 3 days from start
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- Medium issues: 1 week from start
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- Large issues: 2 weeks from start
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```
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**Example agent output for update-project:**
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Configure orchestrators to set date fields by modifying instructions or using the `fields` parameter in `update-project` outputs. Calculate end dates based on issue size and priority (e.g., small: 3 days, medium: 1 week, large: 2 weeks).
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```yaml
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update-project:
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### Best Practices for Campaign Date Fields
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**Recommended field names:**
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- `Start Date` or `start_date` - When work begins
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- `End Date`or `end_date` - Expected or actual completion date
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- `Target Date`- Optional milestone or deadline
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**Date assignment strategies:**
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Use field names like `Start Date`, `End Date`, or `Target Date`. For new issues, set start date to creation date and calculate end date from estimated effort. Keep original start dates for in-progress work, updating only end dates as needed. For completed work, update end dates to actual completion.
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- **For new issues**: Set `start_date` to current date, calculate `end_date` based on estimated effort
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- **For in-progress work**: Keep original `start_date`, adjust `end_date` if needed
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- **For completed work**: Update `end_date` to actual completion date
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**Roadmap view benefits:**
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- **Visual timeline**: See all campaign work laid out chronologically
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- **Dependency identification**: Spot overlapping or sequential work items
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- **Capacity planning**: Identify periods with too much concurrent work
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- **Progress tracking**: Compare planned vs actual completion dates
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Roadmap views help visualize timelines chronologically, identify overlapping work, plan capacity, and track progress against planned dates.
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### Example: Campaign with Roadmap Tracking
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tracker-label: "campaign:migration-q1"
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```
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The orchestrator can set date fields when adding issues:
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```markdown
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## Campaign Orchestrator
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When adding discovered issues to the project board:
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1. Query issues with tracker-id: "migration-worker"
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2. For each issue:
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- Add to project board
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- Set `status` to "Todo" (or "Done" if closed)
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- Set `start_date` to the issue creation date
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- Set `end_date` based on labels:
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- `size:small`→ 3 days from start
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- `size:medium`→ 1 week from start
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- `size:large`→ 2 weeks from start
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- Set `priority` based on issue labels
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Generate a report showing timeline distribution of all work items.
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```
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The orchestrator queries issues with the tracker ID, adds them to the project board, sets status based on state, populates start/end dates from creation timestamps and size labels, and generates timeline reports.
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### Limitations and Considerations
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### Limitations
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-**Manual field creation**: Workflows cannot create custom fields; they must exist before workflows can update them
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-**Field name matching**: Custom field names are case-sensitive; use exact names as defined in the project
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-**Date format**: Use ISO 8601 format (YYYY-MM-DD) for date values
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-**No automatic recalculation**: Date fields don't auto-update; orchestrators must explicitly update them
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-**View configuration**: Roadmap views must be configured manually in the GitHub UI
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Custom fields must be created manually in the GitHub UI before workflows can update them. Field names are case-sensitive and dates must use ISO 8601 format (YYYY-MM-DD). Date fields don't auto-update; orchestrators must explicitly update them. Roadmap views require manual configuration.
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