Github Integration | Online Help | Zoho Projects

Github Integration

The GitHub for Zoho Projects extension brings your code collaboration activities into your project. Connect your GitHub repositories to Zoho Projects to access branches, commits, and pull requests directly from your projects and tasks.

With this integration, development teams can keep track of code changes, monitor pull request activity, and associate GitHub repositories with their project work without switching between applications.
Info
Feature Availability: All plans

Install and configure the GitHub extension  

Install

  1. Navigate to > Marketplace > All Apps in Zoho Projects.
  2. Search for and open GitHub for Zoho Projects.
  3. Click Install and confirm the installation.

Configure

  1. Navigate to the Widgets tab and configure the extension's location and availability in projects.
  2. Navigate to the Permissions tab and choose Profiles or Users to specify who can access the extension.
  3. Navigate to the Connections tab:
    1. Hover over the GitHub service and click Connect. Sign in with your GitHub credentials and authorize the connection.
    2. Hover over the Zoho Projects service and click Connect. Accept the prompts to complete the connection.

Map GitHub repositories to projects  

  1. Navigate to the required project.
  2. Click the GitHub tab. If the tab is not visible, click   and then click GitHub.
  3. Click Map Repository.
  4. Select the GitHub repositories you want to associate with the project.
  5. Click Map Repositories.
The selected repositories will be available within the project's GitHub tab.

Work with GitHub at the project level  

After mapping repositories, you can access their development activities directly from the project.
Select a repository from the repository dropdown and choose a branch from the branch dropdown. Use the refresh icon to reload the displayed information.
  1. Navigate to the required project.
  2. Click the GitHub tab. If the tab is not visible, click    and then click GitHub.
  3. Click Commits tab to view the commits made to the selected repository and branch.
    1. Click the commit to view them in GitHub.
  4. Click Pull Requests  to view the pull requests associated with the selected repository.
    1. Click the pull request to view them in GitHub.
  5. Click Activity to view pull request activity in a tabular format.
    1. Click the activity number to view them in GitHub.

Create a branch  

You can create a new branch directly from the project's GitHub tab.
  1. Navigate to the required project and click the GitHub tab.
  2. Click New Branch.
  3. Select the repository, choose the Base Branch from which the new branch should be created.
  4. Select a branch name prefix, if required.
  5. Enter the Branch Name and click Create Branch.
  6. The new branch is created in the selected GitHub repository.

Work with GitHub at the task level  

You can also access GitHub information within individual tasks. This helps developers associate code changes and pull requests with the tasks they are working on.
  1. Navigate to the required task.
  2. Click the GitHub tab under the task details.
  3. Select the required repository from the repository dropdown.
Notes
Only the repositories associated with the project will be listed.

Map branches to a task  

Associate one or more GitHub branches with a task.
  1. Navigate to the required task.
  2. Click the GitHub tab under the task details.
  3. Click the Branches section and click Map Branches.
  4. Select the GitHub repository from the repository dropdown or use the search field to find a specific branch.
  5. Select the checkbox next to each branch you want to associate with the task. You can also select Select all to choose all available branches.
  6. Click Map Branch to complete the association.

Map commits to a task  

Associate relevant GitHub commits with a task to maintain a connection between code changes and the work being tracked.
  1. Navigate to the required task.
  2. Click the GitHub tab under the task details.
  3. Click the Commits section and click Map Commits.
  4. Select the GitHub repository from the repository dropdown or Use the available filters to find the required commits.
  5. Select the checkbox next to the commits you want to associate with the task. You can also use Select all to select all the listed commits.
  6. Click Map Commit to complete the association.

Map pull requests to a task  

  1. Associate GitHub pull requests with a task to track code review and merge activities.
  2. Navigate to the required task.
  3. Click the GitHub tab under the task details.
  4. Click the Pull Requests section and click Pull Requests.
  5. Select the GitHub repository from the repository dropdown or search the available filters to find the required pull requests.
  6. Select the checkbox next to each pull request you want to associate with the task.
    1. You can also use Select all to select all the listed pull requests.
  7. Click Map Pull Requests to complete the association.

Disable or uninstall the extension  

  1. Navigate to  > Marketplace > Installed Apps.
  2. Open GitHub for Zoho Projects.
  3. Click Disable to disable the extension or click Uninstall to remove the extension from the portal.
    1. To re-enable or reinstall the extension, click Enable or Install in the Github extension page.