A Web Developers Workflow for GitHub

GitHub is a code hosting platform for version control and collaboration. It’s designed around Git, a system for tracking changes in software code. It lets you and others work together on projects from anywhere. In this article, we’ll take a look at the key concepts of the GitHub development workflow for those in tech including working with repositories, branches, forks, commits, pull requests, and merging. Let’s get started!

What is version control?

Version control is a system that helps developers track and manage changes to a software project's code. As projects grow, the need for version control becomes vital — especially in a collaborative project. We can work safely by using what's known as branching and merging.

Branching allows us to duplicate our source code (aka ‘the repository’), so we can safely make changes without affecting the entire project. Once the changes have been reviewed and approval is agreed upon, we merge our branch into the master to update our official code. If any bugs are identified— we have the option to revert back to our original code, as our changes have been tracked.

What is Git?

Git and Github are not synonymous! Git is a specific open-source version control system created by Linus Torvalds in 2005. It’s the program that actually tracks your changes, and ensures the entire code-base is available on each developer's computer. GitHub however, is simply hosting your repositories (as well as providing some additional functionality).

The Fundamentals

Let’s get started! If you haven’t signed up for a GitHub account, go ahead and sign up here and you can also check out my personal GitHub right here as well (make sure to leave some stars on some cool repositories).

Creating a Repository

A GitHub repository (or “repo”) can be thought of as the root folder for your project. It contains all your project files and gives you the ability to access each file's revision history. If you’re working in a team you can give other people access to your repository for project collaboration.

Let's create our first repository! Make sure you're signed in to GitHub, then:

1. In the upper-right corner, click the settings + icon & then New repository
2. Give your repository a name
3. Add a description if you like
4. Choose between creating a public or private repository (either is fine)
5. Select Initialize this repository with a README (eg. “My first repo!”)
6. Click Create repository!
7. Add files to your repository ~

~ We’re only testing so it really doesn't matter what you add. Find an HTML file for example, and add it to your repository via the Upload files button.

Creating an Issue

Issues are how we track the tasks, enhancements, and bugs in our projects. They’re meant to be shared amongst your team to facilitate discussion for review and managing task delegation. If you open an issue on a project managed by someone else, it’ll stay open until either you close it (for example if you figure out the problem) or if the repo owner closes it. When you create an issue, be sure to give a clear explanation of the task at hand. Let’s create an issue in our repository:

1. In your repository, select the Issues tab
2. Click the New Issue button
3. Give your issue the title ‘Setup GitHub pages’
4. Give a clear description e.g. ‘Need to setup GitHub Pages in this repository’
5. Click Submit new issue

Assigning an Issue

We need to assign issues so our team members know whose job it is to handle the task!

• On the right side of the screen, under the “Assignees” section, click the settings icon and select yourself

Let’s resolve our first issue! We want to set up GitHub pages. You can read about GitHub Pages here. But for now, our focus is on completing the task:

1. Click on the Settings tab in your repository
2. Scroll down to the “GitHub Pages” section
3. From the “Source” drop-down, select the master branch
4. Click Save

Closing an Issue

Now you’ve completed the task — you can go ahead and close it! You can delete an issue on GitHub, however closing it tells your team members that the task has been completed. To close:

• Open up your completed issue and click Close issue

The GitHub Flow

Now that we know how to work with issues, it’s time to look at the GitHub Flow. Simply put it's a workflow where we can experiment with new ideas safely, without the risk of compromising our project. This is primarily achieved through the use of branching. By default, our project lives on the master branch — any changes to the master will update directly to our project (This can be dangerous if you haven’t properly reviewed your changes!).

When we want to experiment with a new feature, or even fix an issue, we create a new branch on the project. The branch will initially be a duplicate of your master, now when you make changes —they’ll reflect only on the branch.

While working on changes, you’ll commit the changes to your branch. When you’re satisfied that the changes are complete, it's time to open a pull request. From here your team will discuss and further refine the project changes. Once the changes have been approved, the branch will be merged onto the master branch. Let’s go through an example of this process now!

Creating a Branch

1. Open your repository and click the Code tab
2. Click Branch: master in the drop-down
3. In the field, enter a name for your branch (e.g. ‘development’)
4. Click Create branch

Now that you’ve created a branch, you can modify your project without changing the deployed master branch.

A note on forks — A fork is different from a branch in that it allows you to clone another repo in your own account. It essentially allows you to start a new project based on a previous project.

Committing a file

Now we can safely work within our branch, let’s create a file and make our first commit.

1. Make an edit (anything! just add a simple comment to your code) to one of the files you had added to the repository earlier
2. Give the commit a name and description
3. Make sure your newly created (development) branch is selected
4. Click Commit changes

You’ve made your first commit! The next step is to share the changes with your team via a pull request.

Opening a Pull Request

A pull request is where we share our proposed project changes with our team — with the intent of discussing & revising them before applying the changes to the master branch.

1. Open the Pull requests tab and click New pull request
2. In the base: drop-down menu, ensure the master branch is selected
3. In the compare: drop-down menu, select the development branch you created earlier
4. Click Create pull request
5. Now enter a title for your pull request, for example, “Add my changes”
6. Add an accurate description of the changes you made
7. Click Create a pull request!

Your team members now have the ability to discuss and review your proposed changes. Once everyone is happy and the changes are approved— it’s time to merge to master.

Note: If you forked the repo and made changes, you can create a pull request to merge your changes from there as well.

Merging a Pull Request

1. Inside of your Pull request, click the Merge pull request
2. Click Confirm merge
3. Once your branch has been merged, you don’t need it anymore. You can click Delete branch!

Summary

That’s it! You’ve learned how to work collaboratively on projects using GitHub. GitHub is an amazing tool to take advantage of! You can now create repositories and issues, create branches, fork projects and make commits, submit pull requests for review, and merge to the master branch.

Conclusion

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