# Backlog > Create, audit, normalize, and maintain backlog artifacts that track execution-planning work, implementation history, and follow-up triage. Use when Codex needs to set up a backlog system, write or revise backlog items, update backlog overviews or ledgers, move work between planned/proposed/completed/deprecated states, run backlog hygiene, preserve post-completion follow-ups, or join hub-coordinated work (work-item ids, pointer claims, evidence-bearing receipts). Do not use backlog alone to define durable cross-task policy; cite or escalate relevant ADRs instead. - Skill: `lpalbou/backlog` (Agent Skill, multi-file: 6 files) - Install (CLI): `npx skillmds@latest add lpalbou/backlog` - Raw SKILL.md: https://api.skillmd.com/api/skills/lpalbou/backlog/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Product & Planning - Author: lpalbou (https://skillmd.com/u/lpalbou) - Updated: 2026-09-17 - Page: https://skillmd.com/skills/lpalbou/backlog --- # Backlog System Use the backlog as durable planning memory, not as authority over the code. Keep enough history that a later agent can answer what was built, what is next, what was considered, what should not be built, why priorities changed, and what evidence proved completion. ## Start With The Right Pass - If asked to create a backlog system from scratch, read `references/layout-and-templates.md` first and establish the directory layout, overview, and recurrent tasks before adding many items. - If asked to add or revise a backlog item, inspect the current code and docs first. Then read `references/layout-and-templates.md` for the correct item shape. - If asked to complete or deprecate work, read `references/maintenance-checklists.md` first so history, ledgers, links, and follow-ups are preserved. - If asked to clean up, normalize, triage, or sync the backlog, run the hygiene and follow-up flows in `references/maintenance-checklists.md`. ## Apply The Operating Rules - Read the repository before writing backlog text. Treat stale backlog text as a bug. - Keep every item standalone enough for a future agent to execute without the original chat. - `backlog` owns work-item lifecycle, planning state, and implementation history. `adr` owns durable cross-task policy. - Separate committed work from speculative work: - `planned/` for intended implementation work. - `proposed/` for plausible but uncommitted ideas, risks, or experiments. - `completed/` for closed audit records. - `deprecated/` for superseded, rejected, or indefinitely deferred work. - `recurrent/` for periodic process tasks. - Keep one durable overview that records counts, priorities, next recommended work, ledgers, and operating rules. - Every backlog item file must start with a four-digit global ID prefix: `NNNN_.md`. This is mandatory across `planned/`, `proposed/`, `completed/`, `deprecated/`, and topic subfolders. A number such as `0044` should identify one durable backlog item for search and references. - Do not put dates in backlog item filenames. Dates belong inside item metadata such as `Created`, `Completed`, `Deprecated`, or completion reports. - Preserve history instead of rewriting it away. Move items across states and append reports; do not silently replace earlier intent. - Cross-reference relevant ADRs, docs, code, tests, and related backlog items. - If a backlog item creates a rule that should outlive the task, do not leave that rule buried in backlog prose. Create or update an ADR before closure, or record explicit ADR state explaining why not. - When creating or updating an ADR from backlog work, use the `adr` skill when available and keep the ADR reader-first: title, status, `Context`, then `Decision` before optional metadata. - Use topical subfolders when several backlog items form one larger track. `planned//...` and `proposed//...` are valid when the topic README explains the track and the main overview still indexes the items. - Prefer one focused problem per item. Split oversized items instead of hiding multiple decisions inside one file. - Record explicit validation expectations. A backlog item is not done because code changed; it is done because required behavior and evidence landed. - After completion, review residual risks, open questions, optimization ideas, documentation gaps, and architecture insights. Preserve only the useful signals. - Tell the user when backlog and code disagree, and patch the backlog before implementation unless the user explicitly overrides that process. ## Write Or Revise Items - Before authoring items, discover the repository's own canonical item shape: a checked-in template (for example `docs/backlog/template.md`) or metadata conventions consumed by boards, parsers, or other tooling. When one exists, follow it exactly — including metadata line format, placeholders, and label conventions — over this skill's generic templates. Tooling that parses items structurally is authoritative for grammar; items that ignore it become invisible to the surfaces that track them. - If items are consumed by a board or parser whose grammar you cannot discover in the repository, get the grammar from its owner before seeding many items, then check in the confirmed shape as the repository's template so the next author's discovery succeeds. Do not guess from the generic templates. - If the local shape itself blocks traceability or handoff, still author in the parseable grammar — invisible items help nobody — but tell the user, and carry the core backlog signals from `references/layout-and-templates.md` inside the local shape when the template lacks them. - Otherwise, use the planned-item template in `references/layout-and-templates.md` for committed work. - Use the proposed-item template in `references/layout-and-templates.md` for ideas that deserve memory but are not implementation commitments. - Keep `Current code reality` or equivalent code-audit notes in every new or materially revised planned item. - Allow lightweight item variants only when they still preserve the same core signal: summary, reason, scope, dependencies, expected outcomes, current code reality, and validation. - State scope and non-goals explicitly so future agents know what not to build. - Prefer decision-grade explanation when an item changes architecture, orchestration, safety, routing, security, cost, or other consequential system behavior. - Add optional sections only when they improve clarity: `Plain description`, `Area`, `Version`, `Decision boundaries`, `Acceptance criteria`, or `Recent validation`. - When splitting a larger effort into several related items, create a topic track under the appropriate lifecycle directory instead of flattening every item into one long list. - Assign each new item the next unused global `NNNN` prefix and name it `NNNN_short_descriptive_slug.md`. Do not restart numbering inside a topic subfolder. Do not use `YYYY-MM-DD_...`, unnumbered slugs, or folder-local numbering. - In mixed cases, use backlog first when the primary job is execution planning, sequencing, triage, or completion history. Use ADR first only when the primary job is to establish or revise durable policy. ## Update The Backlog As A System - Update `overview.md` in the same pass whenever counts, priorities, item states, or ledgers change. - Include topic-track items in counts, ledgers, and priority lists. Do not let nested backlog files become invisible because they live below `planned//` or `proposed//`. - Check filename compliance and global numeric-prefix uniqueness when adding, moving, or auditing items. Rename or flag item files that lack `NNNN_`, reuse a number, or start with a date. - Treat overview or ledger count drift as a real backlog bug and fix it during the same hygiene pass. - Keep completed work visible. Record original planned paths, final paths, dates, outcomes, comments, and key validation. - Prefer `proposed/` for uncertain follow-ups. Promote directly to `planned/` only when evidence shows urgency, blocking risk, or a clear implementation mandate. - Run recurrent tasks when their triggers apply. At minimum, keep backlog/ADR hygiene and post-completion follow-up triage alive. - Search for stale links after moving files. ## Adapt Without Losing The Invariants - If the repository already has a backlog system, preserve its local conventions unless they block traceability, code-first planning, or reliable handoff. - If the existing system is looser, upgrade it incrementally toward explicit lifecycle states, overview-led planning, completion reports, and recurrent hygiene. - For small repos or one-off work, use the minimum viable layout and required core fields from `references/layout-and-templates.md` instead of forcing the full governance shape immediately. - If another project has useful patterns, borrow them selectively. Good additions include package or area metadata, plain-language summaries, acceptance criteria, decision boundaries, and incident-specific completed records tied to a concrete run, report, or failure. Do not import weaker habits such as duplicate planned and completed files, vague status-only items, or items with no code reality or validation. ## Join Hub Coordination When Present - If the repository is coordinated through an agora hub (seats, claims, receipts), read `references/hub-work-join.md` and apply its join rules, deferring to the hub's own ruled work contract where one differs: the item file is the state, the hub carries obligations and receipts, and one work-item id (`-`, derived from the `NNNN_` prefix) travels both ways. - Claims are pointer rows (`{owner, item, card, started_at}`) with no status prose; every advance toward done is a receipt on the item's thread carrying machine-checkable evidence; closing an item requires the completion report to cite its receipts. - Do not write rendered join words (`in-progress`, `in-review`) into item files or claim rows: the directory is the lifecycle at rest, the template's `Status:` line states only that lifecycle word, and join states are computed by boards, never stored. - Where the hub adopts the mirror rule, a `work:` store row mirrors the file's lifecycle word as the cross-agent index: mint at intake, update status+card on every directory move (same pass as the move), stamp the receipt at close — see the mirror-row section of `references/hub-work-join.md`. - DISCOVERY FIRST: read the deployment's item template, conventions doc, and parser/board contract before authoring — where they differ from this skill's generic templates, the deployment's grammar wins: a parser reads only its own grammar, so an item can be skill-faithful and board-invisible at once. For AbstractFramework-gateway/board repos, `references/abstractframework-board.md` is that deployment's co-signed grammar. ## Use References Selectively - Read `references/layout-and-templates.md` when creating or reshaping backlog files. - Read `references/maintenance-checklists.md` when closing work, deprecating work, or running backlog hygiene and follow-up triage. - Read `references/hub-work-join.md` when the repository coordinates work through an agora hub.