Workitem Management

WorkItem Management

Intro

WorkItems are the fundamental tracked unit of work in processkit — tasks, stories, bugs, spikes, epics, tickets. This skill creates them, transitions them through their state machine, links them to other entities, and queries them.

MCP server. This skill ships a self-contained MCP server at mcp/server.py (PEP 723 script — requires uv and Python ≥ 3.10 on PATH). Agent harnesses reach its tools by reading a single MCP config file at startup, so the contents of mcp/mcp-config.json must be merged into the harness's MCP config and placed at the harness-specific path before this skill is usable. If processkit was installed by an installer, that wiring is the installer's responsibility; if processkit was installed manually, the project owner must do it by hand.

Overview

When to create a WorkItem

Whenever the user (or you) identifies a distinct unit of work that should be tracked. Don't create work items for every tiny thing — a WorkItem is worth creating when it has:

• A clear title ("Add aibox lint command")
• A distinct state lifecycle (it starts somewhere, ends somewhere)
• Someone who should own it (even if not yet assigned)

If it's just a one-liner you're about to do in the next 30 seconds, don't bother.

WorkItem types

spec.type distinguishes subtypes:

Creating

1. Pick the type.
2. Write a short, imperative title.
3. Set state to the initial state (backlog by default).
4. Set priority if known (critical/high/medium/low).
5. Assign to an Actor (optional at creation).
6. Write the file to context/workitems/BACK-<id>.md.
7. Log workitem.created.

Transitioning

The default state machine is:

backlog → in-progress → review → done
            ↓      ↑
          blocked ↑
            ↓      ↑
          backlog ←
(any state) → cancelled (terminal)

To transition:

1. Check the current state allows the transition (see primitives/state-machines/workitem.yaml).
2. Update spec.state.
3. Update metadata.updated.
4. Set spec.started_at on first entry to in-progress (if unset).
5. Set spec.completed_at when entering a terminal state.
6. Log workitem.transitioned with from_state and to_state in details.

Linking

Four types of links, all expressed in frontmatter:

For scoped/temporal relationships (e.g. "Alice is assigned to this for sprint 42 only"), use a Binding instead of spec.assignee.

Querying

Common queries the index MCP server will expose in Phase 3:

• All WorkItems in a given state
• All WorkItems assigned to an actor
• All WorkItems blocked (or blocking something)
• All WorkItems in a scope
• Full-text search across title + body

Before Phase 3, query via filesystem glob + grep of context/workitems/.

This skill also provides the /workitem-management-create slash command for direct invocation — see commands/workitem-management-create.md.

Gotchas

Agent-specific failure modes — provider-neutral pause-and-self-check items:

• Creating a WorkItem when the user hasn't asked to track work yet. Sometimes the user is just thinking out loud. Don't translate every mention of "we should X" into a backlog entry. Ask: did the user explicitly say to track it, or did you decide to? If you decided, ask first. The Note primitive (when available) is the right home for half-formed ideas; WorkItem is for committed work.
• Transitioning state without checking the state machine. State changes that aren't allowed by state-machines/workitem.yaml will be rejected by the index, but a hand-edit can create an invalid state on disk. Always go through transition_workitem (the MCP tool), never edit spec.state directly. If the MCP server says no, the state machine is the source of truth — escalate to the user about the rule, don't bypass it.
• Forgetting to log the transition event. If you transition outside the MCP server (hand-editing for some reason), you must also write the corresponding LogEntry via event-log. The audit trail relies on this. Skipping it makes the index drift and breaks every later "what changed" query.
• Creating duplicate workitems because you didn't query first. Before create_workitem, run query_workitems against title and tags. The cost of one query is much smaller than the cost of an orphaned duplicate the user has to merge later.
• Setting priority: critical on every bug. "Critical" means drop-everything urgency. If everything is critical, nothing is. Default to medium and let the user upgrade.
• Linking with blocks / blocked_by and forgetting the inverse. These are bidirectional. If A blocks B, B is blocked_by A. The MCP server link_workitems enforces both sides — hand-edits often miss the inverse, leaving the index inconsistent.
• Setting assignee on a WorkItem when the assignment is temporal. "Alice owns this for sprint 42 only" is a Binding, not an assignee. Use a Binding entity for any time-bounded or scope-bounded assignment. Assignee is for "this is fundamentally Alice's responsibility, indefinitely".

(See also "Anti-patterns" in Full reference and the parent state-machine documentation for the canonical transition rules.)

Full reference

Full field list

See src/primitives/schemas/workitem.yaml for the authoritative schema. Every field there is valid in a WorkItem spec.

State machine override

To customize the state machine, put a project-specific file at context/state-machines/workitem.yaml. The index MCP server will prefer the project file over the processkit default. Transitions not listed in the custom machine are rejected.

Estimates

spec.estimate is intentionally freeform:

estimate:
  unit: points
  value: 5

or

estimate:
  unit: hours
  value: 4
  confidence: rough

processkit does not mandate a unit. Projects pick one and stick with it.

Epics and hierarchy

An epic is just a WorkItem with spec.type: epic and many children. Children link back via parent. There is no hard limit on nesting, but flat → one level of epic → tasks is the common shape.

Relationship to Discussions

When a WorkItem emerges from a discussion, link the discussion via spec.related_decisions (if a decision was recorded) or mention it in the body. The Discussion primitive (shipped later) captures multi-turn conversations — a WorkItem is the action that comes out of one.

Creating via MCP

In Phase 3, the workitem-management MCP server provides:

create_workitem(title, type, priority=None, assignee=None, parent=None, scope=None)
  -> {id, path, state}

transition_workitem(id, to_state, note=None)
  -> {ok, from_state, to_state}

query_workitems(state=None, assignee=None, type=None, scope=None, limit=50)
  -> [{id, title, state, assignee, priority}, ...]

link_workitems(from_id, to_id, relation)  # relation ∈ blocks|parent|related
  -> {ok}

Until then, agents perform the same operations by editing files directly following this SKILL.md.

File naming

Default: context/workitems/BACK-<id>.md. With shards:

[context.sharding.WorkItem]
scheme = "state"
pattern = "context/workitems/{state}/"

This moves files as they transition. Turned off by default — most projects prefer flat.