README.md

Teamwork GitHub Sync

This action helps you to sync your PRs with tasks in Teamwork to streamline team collaboration and your development workflows.

Getting Started

Prerequisites

Create the next environment vars in your repository:

• TEAMWORK_URI: The URL of your installation (e.g.: https://yourcompany.teamwork.com)
• TEAMWORK_API_TOKEN: The API token to authenticate the workflow. Follow this guide to find your URL and API key.

Please Note: The Teamwork account associated with this API key is the account which these comments will be created under. If this user does not have permission to access the project, this action will be ignored.

GITHUB_TOKEN doesn't need to be setup in the repository, this var is always available during the workflows execution.

Installation

Create a new file /.github/workflows/teamwork.yml with the following:

name: teamwork

on:
  pull_request:
    types: [opened, closed]
  pull_request_review:
    types: [submitted]

jobs:
  teamwork-sync:
    runs-on: ubuntu-latest
    name: Teamwork Sync
    steps:
      - uses: teamwork/github-sync@master
        with:
          GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
          TEAMWORK_URI: ${{ secrets.TEAMWORK_URI }}
          TEAMWORK_API_TOKEN: ${{ secrets.TEAMWORK_API_TOKEN }}
          AUTOMATIC_TAGGING: false
          MAKE_COMMENTS_PRIVATE: false
          BOARD_COLUMN_OPENED: 'PR Open'
          BOARD_COLUMN_APPROVED: 'PR Approved'
          BOARD_COLUMN_CHANGES_REQUESTED: 'Changes Requested'
          BOARD_COLUMN_MERGED: 'Ready to Test'
          BOARD_COLUMN_CLOSED: 'Rejected'
        env:
          IGNORE_PROJECT_IDS: '1 2 3'

Usage

When creating a new PR, write in the description of the PR the URL of the task. The action will automatically add a comment in the task.

Please note, the comment will be created in Teamwork under the account you have attached to this action. If the API key of the user you are using does not have permissions to access certain projects, the comment will not be created.

Tags are added automatically on the task if you are have the option AUTOMATIC_TAGGING set to true and the tag exists in you targeting project:

• A new PR is open: tag PR Open
• A PR is approved: tag PR Approved added
• A PR is merged: tags PR Open and PR Approved removed, tag PR merged added
• A PR is closed: tags PR Open and PR Approved removed

You may also specify columns you'd like the task to be moved to on every stage of the PR:

• BOARD_COLUMN_OPENED: The case-sensitive column name of the column you'd like the task to be moved to once the PR has been opened
• BOARD_COLUMN_APPROVED: The case-sensitive column name of the column you'd like the task to be moved to once the PR has been approved
• BOARD_COLUMN_CHANGES_REQUESTED: The case-sensitive column name of the column you'd like the task to be moved to once the PR has changes requested
• BOARD_COLUMN_MERGED: The case-sensitive column name of the column you'd like the task to be moved to once the PR has been merged
• BOARD_COLUMN_CLOSED: The case-sensitive column name of the column you'd like the task to be moved to if the PR was closed without being merged

The column names will be checked against all board columns in the task's project, this will be using a contains() method so you may specify part of the name instead of the full name, however this contains() check is case-sensitive. The first matching column will be used.

Contributing

• Open a PR: https://github.com/Teamwork/github-sync/pulls
• Open an issue: https://github.com/Teamwork/github-sync/issues

License

This project is licensed under the MIT License - see the LICENSE file for details