Source: plans/2026-04-06-linear-agent-pm-system.md
Goal
Design a project management system for Had, Winston, other agents, and collaborators that borrows the good parts of Taskplane's agent-first workflow but runs on Linear as the source of truth.
Initial framing
Top-level domains
- Personal
- Applied Realities
Personal examples
- hadsed.com
- other personal projects / ops
Applied Realities functions
Applied Realities engineering streams
- assemble-anything
- additional repos to be added
What seems valuable from Taskplane
- Agent-first task ownership
- Structured task packets instead of vague tickets
- Clear task states and handoffs
- Review / approval gates
- Visibility into what each worker is doing
- Hierarchy between goals, projects, and tasks
What we likely want to keep in Linear
- Teams / initiatives / projects / issues as canonical objects
- Human-collaborator visibility
- Roadmaps and prioritization
- Simple assignment and status views
- API/webhook automation layer for agents
Proposed architecture direction
Linear as source of truth
- Humans and agents both read/write Linear
- Every actionable unit maps to a Linear issue
- Projects / initiatives capture longer arcs
Winston layer on top
- Winston acts as executive + personal routing layer
- Start with a single-agent system (Winston only)
- Add specialist Winstons later only if the structure proves useful
- Agents can triage, decompose, claim, execute, review, and escalate
Likely objects
- Domains: Personal, Applied Realities
- Project boards instead of teams
- Functional boards / projects under Applied Realities: Product, GTM, Engineering
- Streams / repos under Engineering: assemble-anything, others
- Issues for work items
- Labels / custom fields to encode agent workflow
Questions to resolve
- Whether to model Personal and Applied Realities as top-level project boards, initiatives, or parent projects
- Whether agent ownership should live in assignee, labels, or a custom field
- What the lifecycle should be from intake → triage → execution → review → done
- How much Taskplane-style structured task memory to store inside Linear vs repo files
- How much hierarchy Linear should carry directly vs how much should be encoded in labels and naming
Recommended next steps
- Reverse-engineer the best parts of Taskplane into a small design doc
- Design a Linear information architecture around project boards
- Define statuses, labels, and custom fields for a single-agent trial run
- Create the first Linear workspace schema
- Test the workflow with Winston alone before adding specialist agents
- Build a lightweight sync/ops layer for agents
Draft Linear schema v0
Board structure
- Personal
- hadsed.com
- Other personal projects / ops
- Applied Realities
- Product
- GTM
- Engineering
- assemble-anything
- other repos / streams later
Recommended issue lifecycle
- Inbox
- Newly captured work
- Not yet clarified
- Triaged
- Clarified and categorized
- Missing execution detail or priority decision
- Ready
- Can be picked up immediately
- Has enough context for a human or Winston to act
- In Progress
- In Review
- Waiting on Had or collaborator review
- Blocked
- Cannot proceed due to dependency, missing decision, or external wait
- Done
Label taxonomy
- Domain
domain:personal
domain:applied-realities
- Function
function:product
function:gtm
function:engineering
- Stream / repo
stream:hadsed-com
stream:assemble-anything
- Work type
type:project
type:task
type:bug
type:research
type:ops
type:decision
- Execution mode
actor:human
actor:agent
actor:either
- State markers
needs-spec
needs-review
blocked:external
blocked:decision
Custom fields
- Area
- Personal
- Applied Realities / Product
- Applied Realities / GTM
- Applied Realities / Engineering
- Stream
- hadsed.com
- assemble-anything
- none / other
- Owner mode
- Agent owner
- Review required
- Spec / brief link
- Repo link
Operating rules for v0
- Every new item starts in Inbox
- Triage adds domain, function, work type, owner mode, and stream if relevant
- Only items in Ready are eligible for active work
- Winston can move items from Inbox to Triaged to Ready when scope is clear
- Winston can take
actor:agent or actor:either work
- Any item needing Had input moves to In Review or Blocked depending on whether work is complete
- Longer efforts should be represented as a parent project plus child execution issues
Suggested templates
Agent-executable task
- Outcome
- Why it matters
- Context
- Constraints
- Definition of done
- Links / artifacts
Decision ticket
- Decision to make
- Options
- Recommendation
- Open questions
- Decision owner
Project ticket
- Goal
- Success metric
- Milestones
- Dependencies
- Current risks
Execution Log
2026-04-06 — Initial project capture
- Captured Had's intended hierarchy and direction
- Framed this as a Linear-native system inspired by Taskplane's agent-first workflow
- Next: produce the concrete Linear schema + agent operating model
2026-04-06 — Refined Linear direction
- Updated the plan toward project boards rather than teams
- Simplified rollout to a Winston-only pilot before adding specialist agents
- Next: define the exact board structure, statuses, labels, and custom fields for the first test run
2026-04-06 — Drafted schema v0
- Added a concrete board structure for Personal and Applied Realities
- Defined a first-pass issue lifecycle, label taxonomy, and custom fields
- Added operating rules and starter templates for agent tasks, decisions, and projects
- Next: tighten this into a setup checklist and then map it onto actual Linear objects