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Getting Started

Welcome to Work Item Manager - your project management and task tracking solution. This guide will help you get up and running quickly.

Kanban Board

Visualize your workflow with drag-and-drop cards across customizable columns.

List View

See all work items in a sortable table with quick filtering options.

Calendar View

Plan your work with a calendar showing due dates and milestones.

Quick Tip

Press ? at any time to see all available keyboard shortcuts!

Using the Kanban Board

Drag and Drop

Move work items between columns by dragging and dropping. The board has four default columns:

  • To Do - Work that hasn't been started
  • In Progress - Work currently being done
  • Review - Work ready for review or testing
  • Done - Completed work

Auto-Assignment

When you drag an unassigned work item to the "In Progress" column, it will automatically be assigned to you. This saves time and ensures ownership is clear.

Creating Work Items

There are several ways to create a new work item:

  • Click the + button in the sidebar
  • Click the + button in any column header
  • Press N on your keyboard

Work Item Types

  • Task - General work to be done
  • Bug - Issues that need fixing
  • Story - User stories or features
  • Epic - Large initiatives containing multiple stories
  • Feature - New capabilities or enhancements

Keyboard Shortcuts

Use keyboard shortcuts to work faster. Press ? to open the shortcuts panel at any time.

Action Shortcut
Show shortcuts panel ?
Create new work item N
Search work items /
Refresh board R
Toggle Backlog B
Go to Kanban view G then K
Go to List view G then L
Go to Calendar view G then C
Go to Pages G then P
Go to Analytics G then A
Close modal/dialog Esc
Save changes (in modal) Ctrl + S

Work Items

Creating a Work Item

When creating a work item, you can set:

  • Title - A clear, descriptive name
  • Description - Detailed information (supports markdown)
  • Type - Task, Bug, Story, Epic, or Feature
  • Priority - Critical, High, Medium, or Low
  • Assignee - Team member responsible
  • Labels - Custom tags for categorization
  • Story Points - Effort estimation
  • Sprint - Associate with a sprint

Comments

Add comments to work items to collaborate with your team. Comments support markdown formatting and can include @mentions to notify team members.

Linked Pages

Link wiki pages to work items for additional context and documentation. This keeps all related information connected.

Pro Tip

Use the search bar to find work items by title, description, or comment content. Press / to focus the search field.

MCP Integration (For Developers)

Work Item Manager supports the Model Context Protocol (MCP), allowing AI assistants like Claude to interact with your project data directly.

What is MCP?

MCP is a protocol that enables AI assistants to discover and use tools exposed by applications. With MCP integration, AI can:

  • Create, read, update, and manage work items
  • Create and edit wiki pages
  • Manage folders and project structure
  • Add comments to work items

Setting Up MCP

1. First, generate a Personal Access Token from your Profile Settings.

2. Add the following to your MCP configuration file (e.g., .mcp.json):

{ "mcpServers": { "projectmanager": { "type": "stdio", "command": "node", "args": ["/path/to/mcp-server/dist/index.js"], "env": { "PM_API_URL": "http://localhost:3002", "PM_API_TOKEN": "your-token-here" } } } }

Available MCP Tools

Once configured, the following tools are available to AI assistants:

Pages

  • get_page - Get a wiki page by its 6-digit code
  • create_page - Create a new wiki page
  • update_page - Update an existing page
  • delete_page - Delete a page
  • list_pages - List all pages in the project

Folders

  • get_folder - Get a folder by its 4-digit code
  • list_folders - List all folders
  • create_folder - Create a new folder
  • get_folder_tree - Get folder structure with contents

Work Items

  • get_workitem - Get a work item by its 6-digit code
  • list_workitems - List work items with filters
  • create_workitem - Create a new work item
  • update_workitem - Update a work item
  • update_workitem_status - Change work item status
  • add_workitem_comment - Add a comment
  • list_workitem_comments - List comments
  • delete_workitem_comment - Delete a comment (soft delete, restorable within 30 days)

Trash (30-Day Recovery)

  • list_trash - List all work items in trash
  • restore_workitem - Restore a work item from trash
  • permanent_delete_workitem - Permanently delete from trash (irreversible)
  • empty_trash - Permanently delete all trashed items (irreversible)
Soft Delete

When you delete a work item, it moves to Trash and stays there for 30 days. During this period, you can restore it. After 30 days, items are automatically and permanently deleted.

Security Note

Keep your Personal Access Token secure. Never share it or commit it to version control. Treat it like a password.