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Agents workspace

Agent Workflow template. A complete workflow, ready to adapt.

Developers and teams handing work to AI agents such as Claude, ChatGPT, Codex, or Cursor.

Use this template Preview the workflow
Workflow stages
5
Custom fields
1
Labels
4
Automations
1
Checklists
0
Workflow preview

See how work moves from Backlog to Done.

The template creates a board named Agent Work with the stages shown below. Included sample cards demonstrate how the workflow is meant to be used.

Built-in structure

The context your team needs, already attached.

Fields and labels are shared across every board created in this workspace, keeping filtering, Table view, and Portfolio reporting consistent.

Custom fields

1 fields included

FieldTypeOptions
Pull RequestURLFree entry

Labels

4 ways to classify work

FeatureBugChoreResearch

Use these labels to surface work by responsibility, type, or outcome without adding more workflow stages.

Repeatable execution

The process does more than organise cards.

Reusable checklists standardise important work while editable rules handle routine workflow updates.

Workspace automations

  • When a card enters "Done", mark it complete.
More starting points

Compare another workflow.

Development Team

Plan product work, bugs, QA handoffs, and releases for an engineering team.

See the template

Marketing

Coordinate campaigns, creative production, publishing, approvals, and launch reporting.

See the template

Simple Todo

A lightweight workflow for personal work, small teams, admin tasks, and quick follow-ups.

See the template
View all templates

Open the Agent Workflow workspace
with the structure already in place.

Sign up and choose Agent Workflow during onboarding. Rename, add, or remove anything afterwards.

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No card required, 30-day Pro trial, free plan available after it