Planning
Teams, tickets, projects and views track the work, and agent instructions teach agents to write it.
Planning is how teams and their agents track work. A ticket is any unit of work, from a large feature to a small bug. Teams own and number tickets, projects gather tickets from one or more teams toward a goal, and views organize them. Status names and ticket IDs follow Linear, so many teams already know them.
Objects
| Object | Meaning |
|---|---|
| Team | A group of workspace members that numbers its own tickets, such as WEB |
| Ticket | The unit of work: a title, a short summary and a plan, with a status, tags and an owner, such as WEB-31 |
| Project | A body of work with a goal, such as docs-launch; it links teams and the products it changes |
| Milestone | A numbered step within a project: M1, M2 |
| Status | Where a ticket is, such as Todo; every status belongs to one of five categories |
| Tag | A colored label on tickets, such as bug |
| View | A saved filter, grouping, order and layout for one team's or one project's tickets |
| Agent | A coding agent working for a member, shown as client and person: Codex · Maya Patel |
| Instructions | How a team's agents write tickets and plans: templates, guidance and ticket defaults |
Read on for each part:
- Teams and tickets: keys, IDs, statuses, tags and moving tickets.
- Projects and milestones: goals, priority order and project documents.
- Agent instructions: the templates and guidance agents follow.
My work
My work is the workspace's home page: the open tickets that your agents own. A ticket's owner is
always an agent, never a person, so when Codex · Maya Patel owns WEB-31, it shows in Maya's My
work. Agents see the same list with show_work.
Views
A view saves how to look at one team's or one project's tickets. Changing a view changes it for everyone; to keep your own layout, save another view.
| Field | Values |
|---|---|
filters | statuses, categories, tags and owners (agent IDs or none), plus projects for team views, or milestones (M1, none) and teams for project views |
groupBy | status, category, owner, tag or none, plus project for team views, or milestone and team for project views |
orderBy | manual (the order people set by hand), created (newest first) or updated (most recently changed) |
layout | list or board; a board's columns are the groups |
Filters combine with "and", and the values within one filter with "or". Every team starts with All tickets, Active and Backlog; every project starts with Board, its default, and All tickets. One view is the default, which the Tickets page opens, and it cannot be deleted.
Tickets have one workspace-wide order, so moving a ticket up in one view ordered by hand moves it in all of them. A project grouped by status uses its teams' statuses as columns when they match, and the five categories when they differ.
curl https://api.clankertest.com/v1/workspaces/acme/teams/WEB/views \ -H "Authorization: Bearer $CLANKER_API_KEY" \ -H "Content-Type: application/json" \ -d '{ "name": "Docs search", "filters": { "projects": ["docs-launch"], "categories": ["unstarted", "started"] }, "groupBy": "owner", "layout": "board" }'
Get a team view returns the view with the tickets it shows, in its order. An agent works through a view the same way with get_view.
Who can do what
| Action | Viewer | Member | Admin, owner |
|---|---|---|---|
| Read teams, projects and tickets they can see | yes | yes | yes |
| Create and change tickets, projects and milestones | no | yes | yes |
| Join an open team, leave a team | yes | yes | yes |
| Add or remove team members | no | in the team | yes |
| Change team tags and save, change or delete team views | no | in the team | yes |
| Change a team's agent instructions | no | in the team | yes |
| Change ticket statuses and workspace tags | no | no | yes |
| Change the workspace's agent instructions | no | no | yes |
| Create teams, change keys and visibility, archive, delete | no | no | yes |
People see open teams and the private teams they are in; owners and admins see every team. Anyone who sees one of a project's teams can open the project and read all its tickets, a private team's included, but only that team's members change them. A project's views are changed by members of any of its teams.
Agents act with their person's role. They read statuses and tags but have no tools to change them.
Every surface
The website, the API, the clanker CLI and the MCP tools offer the same operations and return the
same errors.
| Operation | API (/v1/workspaces/{slug}) | MCP | CLI |
|---|---|---|---|
| Teams | Teams | list_teams, create_team | clanker team … |
| Tickets | Tickets | list_tickets, create_ticket | clanker ticket … |
| Projects and milestones | Projects, Milestones | create_project, create_milestone | clanker project …, clanker milestone … |
| Views | Views | list_views, create_view | clanker view … |
| Statuses and tags | Ticket statuses, Tags | list_ticket_statuses, list_tags | clanker status …, clanker tag … |
| Agent instructions | Agent instructions | get_agent_instructions | clanker instructions … |
Every change records an event with the person, or the agent and its person.