Boards and timelines

Find and filter

Backlog, Board and Timeline are tabs at the top of every project, and they share one filter bar. Search matches a job’s title, key, agent, owner and parent. Filters narrow by assignee, agent, type, parent job and routine.

Backlog

The backlog lists the project’s jobs in a table for each status. Finished and dropped jobs are folded away, and show the last 90 days. Drag a row to move it between open statuses.

Chips at the top show only the jobs that need attention:

Needs shaping

Jobs missing an objective or acceptance criteria, or with an agent’s question unanswered.

Shaped, nobody on it

Jobs ready to work on, with nobody assigned.

Nobody on it

Jobs with nobody assigned.

Untouched 20 days

Jobs nothing has happened on for 20 days.

May be a repeat

Jobs that look like another job.

Select rows to change them together: move them, hand them to someone, put an agent on them, drop them, ask an agent to propose acceptance criteria for them, or delete them. Handing on, putting an agent on and dropping work on up to 50 jobs at a time.

Board

The board has a lane for each status. The status where new jobs land is folded into a strip that opens the backlog, and dropped jobs are folded below the board. Drag a job to move it, within the project’s rules.

Group the board by owner, or by what’s happening: waiting on you, something broke, waiting on others, running, or nothing happening.

Timeline

The timeline shows jobs as bars across weeks, months or quarters, grouped by parent job or by owner. Drag a bar to move its dates, or drag one end to move one date. Jobs without dates wait in a tray below, and dropping one onto a day gives it that day as its start and due. A finished job’s dates don’t move.

To date many jobs at once, ask the project’s agent to draft dates, for up to 30 undated jobs at a time. Its draft shows as dashed bars. The agent changes nothing: you apply the dates you want, or discard the draft, and you can undo after applying.

Roadmap

Roadmap, in the workspace menu, shows the top-level jobs of every project you can open, by month or quarter. Finished jobs stay on it for 90 days. It is for reading, so nothing can be changed from it.

Search

Search or jump to, at the top of every page, finds jobs, documents, agents, runs, routines, connections and projects. Press Ctrl and K, or Command and K on a Mac. View all results opens the search page, with a tab for each kind. Search covers only the projects you can open.

Tidy the backlog

Ask the project’s agent to tidy, from the backlog. It reads up to 80 open jobs that haven’t started and proposes changes: dropping a job, making it part of another, handing it to an owner, or splitting it. It changes nothing itself.

Review the changes and accept or decline each one. Compare shows two jobs side by side when one may repeat the other, and you can undo a change after accepting it. A drop that a board rule holds waits for its sign-off.