Tutorial: Getting Started with Copilot PM Workflow

This tutorial will guide you through setting up and running the Copilot-powered project management workflow for your own repositories.

Prerequisites

Steps

  1. Clone this repository or copy the relevant assets (see How-to: Install Copilot Assets).
  2. Review the label strategy in plan/LABEL_STRATEGY.md and adapt as needed.
  3. Copy or create your repository priorities file at plan/REPO_PRIORITIES.md in the target repo, using plan/REPO_PRIORITIES.md from this repository as a starting point. Then assign each repo to a tier (Active Focus, Medium, Low, Paused, or Not PM Tracked) to control which ones are surfaced by the PM workflow prompts.
  4. Copy or create your participation file at plan/REPO_PM_PARTICIPATION.md, using this repo’s file as a starting point. Use it to decide whether each repo is fully managed (full), planning-visible only (observe), or fully out of scope (exclude).
  5. Install Copilot assets using Install-CopilotAssets.ps1 or manually copy .github/agents/, .github/skills/, .github/prompts/, and .github/instructions/ into your repo. This step covers .github/ Copilot assets only, so ensure plan/REPO_PRIORITIES.md and plan/REPO_PM_PARTICIPATION.md are added separately.
  6. Configure your project board as described in How-to: Set Up the Project Board.
  7. Run the PM workflow prompts:
    • /pm-backlog-review - Review all issues and PRs across your repos (uses your repo priorities)
    • /pm-iteration-plan - Curate your board for the next few days (uses your repo priorities)
    • /pm-daily - Get a daily nudge on what to focus on
  8. Customise as needed - Update prompts, agents, or skills to fit your workflow.

Next Steps