How-To2026-08-239 min read

How to Set Up an Agile Board in GitHub Projects

GitHub Projects v2 is a powerful project management tool built directly into GitHub. For teams where engineering work already lives in GitHub Issues and Pull Requests, using GitHub Projects as the agile board eliminates the gap between PM planning and daily engineering work.

This guide covers configuring GitHub Projects as a fully functional agile board with sprint planning, prioritization, and workflow automation.

Step-by-step guide

01

Create a new project from your organization

Navigate to your GitHub organization page and click the Projects tab. Click New Project and select the Table template. Name the project after your team or product area. The table view becomes your backlog; you will add a Board view for the sprint separately.

02

Add custom fields for agile workflow

In the project settings, click the + button next to the default fields to add: Priority (single select: P0, P1, P2, P3), Sprint (iteration field — set 2-week cycles), Estimate (number), and Type (single select: Feature, Bug, Tech Debt, Chore). The Iteration field automatically generates sprint cycles with start and end dates.

03

Add a Board view grouped by Status

Click the + next to your existing views and select Board. Group by Status. Rename columns to match your workflow: Backlog, Sprint Ready, In Progress, In Review, Done. Drag and drop items between columns to update status without opening individual issues.

04

Create a Sprint view using iteration filter

Create another Table view called Sprint Current. Add a filter: Sprint = current iteration. This view shows only the current sprint issues. Share this URL with the team as the daily standup reference. Update the filter each sprint start.

05

Enable workflow automations

In Project Settings > Workflows, enable the built-in automations: Auto-add items when an issue is created in linked repos, Auto-move items to Done when a pull request is merged, and Auto-archive Done items after 7 days. These keep the board current without manual updates.

06

Add repositories to the project scope

In Project Settings > Linked Repositories, add every repo whose issues should appear in this project. Issues and PRs from linked repos are searchable and addable to the project. This lets you aggregate work from a frontend repo, backend repo, and shared libraries into one board.

07

Set up Insights for velocity tracking

Click the bar chart icon (Insights) in the top right. Configure a Historical chart tracking items completed per sprint. Set the group-by to Sprint and the measure to Count of items. This gives you a velocity chart showing sprint-over-sprint throughput for capacity planning.

Common mistakes

Confusing Draft Issues with real Issues

Draft Issues can be added to a project without being linked to a repository. These cannot be assigned, labeled, or tracked in code. Avoid Draft Issues unless you intentionally want planning items disconnected from code work.

Not using Iteration fields for sprints

Teams often add a Sprint field as text or single select. Use the Iteration type instead: it creates time-boxed periods with start/end dates, enables velocity charts in Insights, and lets you filter by current/past/upcoming iterations natively.

Missing the PR-to-issue link

Pull requests do not automatically link to project items unless engineers use the Closes #issue syntax in the PR body. Add this to your PR template as a required field so the board reflects actual development progress.

Tips

Use the GitHub Projects keyboard shortcut T to quickly add new items from the board view

Set the project to public visibility so external stakeholders can view progress without GitHub accounts

Use the Roadmap view in GitHub Projects to show epics on a timeline alongside sprint work

Pin your GitHub Project in the repository sidebar for quick access by the engineering team

How Vantage helps

Vantage connects to GitHub to query your codebase and open issues as context for PRD generation. When a requirement references an existing GitHub Issue or PR, Vantage surfaces that context automatically. This closes the loop between product specs in Vantage and engineering work tracked in GitHub Projects.

Frequently asked questions

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