494 lines
25 KiB
Markdown
494 lines
25 KiB
Markdown
<h1 align="center">Backlog.md</h1>
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<p align="center">Markdown‑native Task Manager & Kanban visualizer for any Git repository</p>
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<p align="center">
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<code>npm i -g backlog.md</code> or <code>bun add -g backlog.md</code> or <code>brew install backlog-md</code> or <code>nix run github:MrLesk/Backlog.md</code>
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</p>
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---
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> **Backlog.md** turns any folder with a Git repo into a **self‑contained project board**
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> powered by plain Markdown files and a zero‑config CLI.
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## Features
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* 📝 **Markdown-native tasks** -- manage every issue as a plain `.md` file
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* 🤖 **AI-Ready** -- Works with Claude Code, Gemini CLI, Codex & any other MCP or CLI compatible AI assistants
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* 📊 **Instant terminal Kanban** -- `backlog board` paints a live board in your shell
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* 🌐 **Modern web interface** -- `backlog browser` launches a sleek web UI for visual task management
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* 🔍 **Powerful search** -- fuzzy search across tasks, docs & decisions with `backlog search`
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* 📋 **Rich query commands** -- view, list, filter, or archive tasks with ease
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* 📤 **Board export** -- `backlog board export` creates shareable markdown reports
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* 🔒 **100 % private & offline** -- backlog lives entirely inside your repo and you can manage everything locally
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* 💻 **Cross-platform** -- runs on macOS, Linux, and Windows
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* 🆓 **MIT-licensed & open-source** -- free for personal or commercial use
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---
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## <img src="./.github/5-minute-tour-256.png" alt="5-minute tour" width="28" height="28" align="center"> Five‑minute tour
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```bash
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# 1. Make sure you have Backlog.md installed (global installation recommended)
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bun i -g backlog.md
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or
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npm i -g backlog.md
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or
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brew install backlog-md
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# 2. Bootstrap a repo + backlog and choose the AI Agent integration mode (MCP, CLI, or skip)
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backlog init "My Awesome Project"
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# 3. Create tasks manually
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backlog task create "Render markdown as kanban"
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# 4. Or ask AI to create them: Claude Code, Gemini CLI, or Codex (Agents automatically use Backlog.md via MCP or CLI)
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Claude I would like to build a search functionality in the web view that searches for:
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* tasks
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* docs
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* decisions
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Please create relevant tasks to tackle this request.
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# 5. See where you stand
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backlog board view or backlog browser
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# 6. Assign tasks to AI (Backlog.md instructions tell agents how to work with tasks)
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Claude please implement all tasks related to the web search functionality (task-10, task-11, task-12)
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* before starting to write code use 'ultrathink mode' to prepare and add an implementation plan to the task
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* use multiple sub-agents when possible and dependencies allow
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```
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All data is saved under `backlog` folder as human‑readable Markdown with the following format `task-<task-id> - <task-title>.md` (e.g. `task-10 - Add core search functionality.md`).
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---
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## <img src="./.github/web-interface-256.png" alt="Web Interface" width="28" height="28" align="center"> Web Interface
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Launch a modern, responsive web interface for visual task management:
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```bash
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# Start the web server (opens browser automatically)
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backlog browser
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# Custom port
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backlog browser --port 8080
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# Don't open browser automatically
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backlog browser --no-open
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```
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**Features:**
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- Interactive Kanban board with drag-and-drop
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- Task creation and editing with rich forms
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- Interactive acceptance criteria editor with checklists
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- Real-time updates across all views
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- Responsive design for desktop and mobile
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- Task archiving with confirmation dialogs
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- Seamless CLI integration - all changes sync with markdown files
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---
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## 🔧 MCP Integration (Model Context Protocol)
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The easiest way to connect Backlog.md to AI coding assistants like Claude Code, Codex, and Gemini CLI is via the MCP protocol.
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You can run `backlog init` (even if you already initialized Backlog.md) to set up MCP integration automatically, or follow the manual steps below.
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### Client guides
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> [!IMPORTANT]
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> When adding the MCP server manually, you should add some extra instructions in your CLAUDE.md/AGENTS.md files to inform the agent about Backlog.md.
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> This step is not required when using `backlog init` as it adds these instructions automatically.
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> Backlog.md's instructions for agents are available at [`/src/guidelines/mcp/agent-nudge.md`](/src/guidelines/mcp/agent-nudge.md).
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<details>
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<summary><strong>Claude Code</strong></summary>
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```bash
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claude mcp add backlog --scope user -- backlog mcp start
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```
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</details>
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<details>
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<summary><strong>Codex</strong></summary>
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```bash
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codex mcp add backlog backlog mcp start
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```
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</details>
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<details>
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<summary><strong>Gemini CLI</strong></summary>
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```bash
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gemini mcp add backlog -s user backlog mcp start
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```
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</details>
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Use the shared `backlog` server name everywhere – the MCP server auto-detects whether the current directory is initialized and falls back to `backlog://init-required` when needed.
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### Manual config
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```json
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{
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"mcpServers": {
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"backlog": {
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"command": "backlog",
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"args": ["mcp", "start"]
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}
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}
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}
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```
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Once connected, agents can read the Backlog.md workflow instructions via the resource `backlog://docs/task-workflow`.
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Use `/mcp` command in your AI tool (Claude Code, Codex) to verify if the connection is working.
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---
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## <img src="./.github/cli-reference-256.png" alt="CLI Reference" width="28" height="28" align="center"> CLI reference
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### Project Setup
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Initialize project | `backlog init [project-name]` (creates backlog structure with a minimal interactive flow) |
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| Re-initialize | `backlog init` (preserves existing config, allows updates) |
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| Advanced settings wizard | `backlog config` (no args) — launches the full interactive configuration flow |
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`backlog init` keeps first-run setup focused on the essentials:
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- **Project name** – identifier for your backlog (defaults to the current directory on re-run).
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- **Integration choice** – decide whether your AI tools connect through the **MCP connector** (recommended) or stick with **CLI commands (legacy)**.
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- **Instruction files (CLI path only)** – when you choose the legacy CLI flow, pick which instruction files to create (CLAUDE.md, AGENTS.md, GEMINI.md, Copilot, or skip).
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- **Advanced settings prompt** – default answer “No” finishes init immediately; choosing “Yes” jumps straight into the advanced wizard documented in [Configuration](#configuration).
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You can rerun the wizard anytime with `backlog config`. All existing CLI flags (for example `--defaults`, `--agent-instructions`, or `--install-claude-agent true`) continue to provide fully non-interactive setups, so existing scripts keep working without change.
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### Documentation
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- Document IDs are global across all subdirectories under `backlog/docs`. You can organize files in nested folders (e.g., `backlog/docs/guides/`), and `backlog doc list` and `backlog doc view <id>` work across the entire tree. Example: `backlog doc create -p guides "New Guide"`.
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### Task Management
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Create task | `backlog task create "Add OAuth System"` |
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| Create with description | `backlog task create "Feature" -d "Add authentication system"` |
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| Create with assignee | `backlog task create "Feature" -a @sara` |
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| Create with status | `backlog task create "Feature" -s "In Progress"` |
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| Create with labels | `backlog task create "Feature" -l auth,backend` |
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| Create with priority | `backlog task create "Feature" --priority high` |
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| Create with plan | `backlog task create "Feature" --plan "1. Research\n2. Implement"` |
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| Create with AC | `backlog task create "Feature" --ac "Must work,Must be tested"` |
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| Create with notes | `backlog task create "Feature" --notes "Started initial research"` |
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| Create with deps | `backlog task create "Feature" --dep task-1,task-2` |
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| Create sub task | `backlog task create -p 14 "Add Login with Google"`|
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| Create (all options) | `backlog task create "Feature" -d "Description" -a @sara -s "To Do" -l auth --priority high --ac "Must work" --notes "Initial setup done" --dep task-1 -p 14` |
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| List tasks | `backlog task list [-s <status>] [-a <assignee>] [-p <parent>]` |
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| List by parent | `backlog task list --parent 42` or `backlog task list -p task-42` |
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| View detail | `backlog task 7` (interactive UI, press 'E' to edit in editor) |
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| View (AI mode) | `backlog task 7 --plain` |
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| Edit | `backlog task edit 7 -a @sara -l auth,backend` |
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| Add plan | `backlog task edit 7 --plan "Implementation approach"` |
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| Add AC | `backlog task edit 7 --ac "New criterion" --ac "Another one"` |
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| Remove AC | `backlog task edit 7 --remove-ac 2` (removes AC #2) |
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| Remove multiple ACs | `backlog task edit 7 --remove-ac 2 --remove-ac 4` (removes AC #2 and #4) |
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| Check AC | `backlog task edit 7 --check-ac 1` (marks AC #1 as done) |
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| Check multiple ACs | `backlog task edit 7 --check-ac 1 --check-ac 3` (marks AC #1 and #3 as done) |
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| Uncheck AC | `backlog task edit 7 --uncheck-ac 3` (marks AC #3 as not done) |
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| Mixed AC operations | `backlog task edit 7 --check-ac 1 --uncheck-ac 2 --remove-ac 4` |
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| Add notes | `backlog task edit 7 --notes "Completed X, working on Y"` (replaces existing) |
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| Append notes | `backlog task edit 7 --append-notes "New findings"` |
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| Add deps | `backlog task edit 7 --dep task-1 --dep task-2` |
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| Archive | `backlog task archive 7` |
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#### Multi‑line input (description/plan/notes)
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The CLI preserves input literally; `\n` sequences are not auto‑converted. Use one of the following to insert real newlines:
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- **Bash/Zsh (ANSI‑C quoting)**
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- Description: `backlog task create "Feature" --desc $'Line1\nLine2\n\nFinal paragraph'`
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- Plan: `backlog task edit 7 --plan $'1. Research\n2. Implement'`
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- Notes: `backlog task edit 7 --notes $'Completed A\nWorking on B'`
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- Append notes: `backlog task edit 7 --append-notes $'Added X\nAdded Y'`
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- **POSIX sh (printf)**
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- `backlog task create "Feature" --desc "$(printf 'Line1\nLine2\n\nFinal paragraph')"`
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- **PowerShell (backtick)**
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- `backlog task create "Feature" --desc "Line1`nLine2`n`nFinal paragraph"`
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Tip: Help text shows Bash examples with escaped `\\n` for readability; when typing, `$'\n'` expands to a newline.
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### Search
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Find tasks, documents, and decisions across your entire backlog with fuzzy search:
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| Action | Example |
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|--------------------|------------------------------------------------------|
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| Search tasks | `backlog search "auth"` |
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| Filter by status | `backlog search "api" --status "In Progress"` |
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| Filter by priority | `backlog search "bug" --priority high` |
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| Combine filters | `backlog search "web" --status "To Do" --priority medium` |
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| Plain text output | `backlog search "feature" --plain` (for scripts/AI) |
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**Search features:**
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- **Fuzzy matching** -- finds "authentication" when searching for "auth"
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- **Interactive filters** -- refine your search in real-time with the TUI
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- **Live filtering** -- see results update as you type (no Enter needed)
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### Draft Workflow
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Create draft | `backlog task create "Feature" --draft` |
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| Draft flow | `backlog draft create "Spike GraphQL"` → `backlog draft promote 3.1` |
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| Demote to draft| `backlog task demote <id>` |
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### Dependency Management
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Manage task dependencies to create execution sequences and prevent circular relationships:
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Add dependencies | `backlog task edit 7 --dep task-1 --dep task-2` |
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| Add multiple deps | `backlog task edit 7 --dep task-1,task-5,task-9` |
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| Create with deps | `backlog task create "Feature" --dep task-1,task-2` |
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| View dependencies | `backlog task 7` (shows dependencies in task view) |
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| Validate dependencies | Use task commands to automatically validate dependencies |
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**Dependency Features:**
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- **Automatic validation**: Prevents circular dependencies and validates task existence
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- **Flexible formats**: Use `task-1`, `1`, or comma-separated lists like `1,2,3`
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- **Visual sequences**: Dependencies create visual execution sequences in board view
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- **Completion tracking**: See which dependencies are blocking task progress
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### Board Operations
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Kanban board | `backlog board` (interactive UI, press 'E' to edit in editor) |
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| Export board | `backlog board export [file]` (exports Kanban board to markdown) |
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| Export with version | `backlog board export --export-version "v1.0.0"` (includes version in export) |
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### Statistics & Overview
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Project overview | `backlog overview` (interactive TUI showing project statistics) |
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### Web Interface
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Web interface | `backlog browser` (launches web UI on port 6420) |
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| Web custom port | `backlog browser --port 8080 --no-open` |
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### Documentation
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Create doc | `backlog doc create "API Guidelines"` |
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| Create with path | `backlog doc create "Setup Guide" -p guides/setup` |
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| Create with type | `backlog doc create "Architecture" -t technical` |
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| List docs | `backlog doc list` |
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| View doc | `backlog doc view doc-1` |
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### Decisions
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Create decision | `backlog decision create "Use PostgreSQL for primary database"` |
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| Create with status | `backlog decision create "Migrate to TypeScript" -s proposed` |
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### Agent Instructions
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Update agent files | `backlog agents --update-instructions` (updates CLAUDE.md, AGENTS.md, GEMINI.md, .github/copilot-instructions.md) |
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### Maintenance
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| Action | Example |
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|-------------|------------------------------------------------------|
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| Cleanup done tasks | `backlog cleanup` (move old completed tasks to completed folder) |
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Full help: `backlog --help`
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---
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## <img src="./.github/configuration-256.png" alt="Configuration" width="28" height="28" align="center"> Configuration
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Backlog.md merges the following layers (highest → lowest):
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1. CLI flags
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2. `backlog/config.yml` (per‑project)
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3. `~/backlog/user` (per‑user)
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4. Built‑ins
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### Configuration Commands
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| Action | Example |
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|-------------|------------------------------------------------------|
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| View all configs | `backlog config list` |
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| Get specific config | `backlog config get defaultEditor` |
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| Set config value | `backlog config set defaultEditor "code --wait"` |
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| Enable auto-commit | `backlog config set autoCommit true` |
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| Bypass git hooks | `backlog config set bypassGitHooks true` |
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| Enable cross-branch check | `backlog config set checkActiveBranches true` |
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| Set active branch days | `backlog config set activeBranchDays 30` |
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### Interactive wizard (`backlog config`)
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Run `backlog config` with no arguments to launch the full interactive wizard. This is the same experience triggered from `backlog init` when you opt into advanced settings, and it walks through the complete configuration surface:
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- Cross-branch accuracy: `checkActiveBranches`, `remoteOperations`, and `activeBranchDays`.
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- Git workflow: `autoCommit` and `bypassGitHooks`.
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- ID formatting: enable or size `zeroPaddedIds`.
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- Editor integration: pick a `defaultEditor` with availability checks.
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- Web UI defaults: choose `defaultPort` and whether `autoOpenBrowser` should run.
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Skipping the wizard (answering “No” during init) applies the safe defaults that ship with Backlog.md:
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- `checkActiveBranches=true`, `remoteOperations=true`, `activeBranchDays=30`.
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- `autoCommit=false`, `bypassGitHooks=false`.
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- `zeroPaddedIds` disabled.
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- `defaultEditor` unset (falls back to your environment).
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- `defaultPort=6420`, `autoOpenBrowser=true`.
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Whenever you revisit `backlog init` or rerun `backlog config`, the wizard pre-populates prompts with your current values so you can adjust only what changed.
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### Available Configuration Options
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| Key | Purpose | Default |
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|-------------------|--------------------|-------------------------------|
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| `defaultAssignee` | Pre‑fill assignee | `[]` |
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| `defaultStatus` | First column | `To Do` |
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| `statuses` | Board columns | `[To Do, In Progress, Done]` |
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| `dateFormat` | Date/time format | `yyyy-mm-dd hh:mm` |
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| `timezonePreference` | Timezone for dates | `UTC` |
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| `includeDatetimeInDates` | Add time to new dates | `true` |
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| `defaultEditor` | Editor for 'E' key | Platform default (nano/notepad) |
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| `defaultPort` | Web UI port | `6420` |
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| `autoOpenBrowser` | Open browser automatically | `true` |
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| `remoteOperations`| Enable remote git operations | `true` |
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| `autoCommit` | Automatically commit task changes | `false` |
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| `bypassGitHooks` | Skip git hooks when committing (uses --no-verify) | `false` |
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| `zeroPaddedIds` | Pad all IDs (tasks, docs, etc.) with leading zeros | `(disabled)` |
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| `checkActiveBranches` | Check task states across active branches for accuracy | `true` |
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| `activeBranchDays` | How many days a branch is considered active | `30` |
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| `onStatusChange` | Shell command to run on status change | `(disabled)` |
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> Editor setup guide: See [Configuring VIM and Neovim as Default Editor](backlog/docs/doc-002%20-%20Configuring-VIM-and-Neovim-as-Default-Editor.md) for configuration tips and troubleshooting interactive editors.
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> **Note**: Set `remoteOperations: false` to work offline. This disables git fetch operations and loads tasks from local branches only, useful when working without network connectivity.
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> **Git Control**: By default, `autoCommit` is set to `false`, giving you full control over your git history. Task operations will modify files but won't automatically commit changes. Set `autoCommit: true` if you prefer automatic commits for each task operation.
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> **Git Hooks**: If you have pre-commit hooks (like conventional commits or linters) that interfere with backlog.md's automated commits, set `bypassGitHooks: true` to skip them using the `--no-verify` flag.
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> **Performance**: Cross-branch checking ensures accurate task tracking across all active branches but may impact performance on large repositories. You can disable it by setting `checkActiveBranches: false` for maximum speed, or adjust `activeBranchDays` to control how far back to look for branch activity (lower values = better performance).
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> **Status Change Callbacks**: Set `onStatusChange` to run a shell command whenever a task's status changes. Available variables: `$TASK_ID`, `$OLD_STATUS`, `$NEW_STATUS`, `$TASK_TITLE`. Per-task override via `onStatusChange` in task frontmatter. Example: `'if [ "$NEW_STATUS" = "In Progress" ]; then claude "Task $TASK_ID ($TASK_TITLE) has been assigned to you. Please implement it." & fi'`
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> **Date/Time Support**: Backlog.md now supports datetime precision for all dates. New items automatically include time (YYYY-MM-DD HH:mm format in UTC), while existing date-only entries remain unchanged for backward compatibility. Use the migration script `bun src/scripts/migrate-dates.ts` to optionally add time to existing items.
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---
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## 💡 Shell Tab Completion
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Backlog.md includes built-in intelligent tab completion for bash, zsh, and fish shells. Completion scripts are embedded in the binary—no external files needed.
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**Quick Installation:**
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```bash
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# Auto-detect and install for your current shell
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backlog completion install
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# Or specify shell explicitly
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backlog completion install --shell bash
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backlog completion install --shell zsh
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backlog completion install --shell fish
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```
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**What you get:**
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- Command completion: `backlog <TAB>` → shows all commands
|
||
- Dynamic task IDs: `backlog task edit <TAB>` → shows actual task IDs from your backlog
|
||
- Smart flags: `--status <TAB>` → shows configured status values
|
||
- Context-aware suggestions for priorities, labels, and assignees
|
||
|
||
📖 **Full documentation**: See [completions/README.md](completions/README.md) for detailed installation instructions, troubleshooting, and examples.
|
||
|
||
---
|
||
|
||
## <img src="./.github/sharing-export-256.png" alt="Sharing & Export" width="28" height="28" align="center"> Sharing & Export
|
||
|
||
### Board Export
|
||
|
||
Export your Kanban board to a clean, shareable markdown file:
|
||
|
||
```bash
|
||
# Export to default Backlog.md file
|
||
backlog board export
|
||
|
||
# Export to custom file
|
||
backlog board export project-status.md
|
||
|
||
# Force overwrite existing file
|
||
backlog board export --force
|
||
|
||
# Export to README.md with board markers
|
||
backlog board export --readme
|
||
|
||
# Include a custom version string in the export
|
||
backlog board export --export-version "v1.2.3"
|
||
backlog board export --readme --export-version "Release 2024.12.1-beta"
|
||
```
|
||
|
||
Perfect for sharing project status, creating reports, or storing snapshots in version control.
|
||
|
||
---
|
||
|
||
<!-- BOARD_START -->
|
||
|
||
## 📊 Backlog.md Project Status (v1.26.0)
|
||
|
||
This board was automatically generated by [Backlog.md](https://backlog.md)
|
||
|
||
Generated on: 2025-12-03 22:22:53
|
||
|
||
| To Do | In Progress | Done |
|
||
| --- | --- | --- |
|
||
| **TASK-310** - Strengthen Backlog workflow overview emphasis on reading detailed guides [@codex] | └─ **TASK-24.1** - CLI: Kanban board milestone view [@codex] | **TASK-309** - Improve TUI empty state when task filters return no results [@codex] |
|
||
| **TASK-270** - Prevent command substitution in task creation inputs [@codex] | | **TASK-333** - Keep cross-branch tasks out of plain CLI/MCP listings [@codex]<br>*#cli #mcp #bug* |
|
||
| **TASK-268** - Show agent instruction version status [@codex] | | **TASK-332** - Unify CLI task list/board loading and view switching UX [@codex]<br>*#cli #ux #loading* |
|
||
| **TASK-267** - Add agent instruction version metadata [@codex] | | **TASK-331** - Fix content store refresh dropping cross-branch tasks [@codex]<br>*#bug #content-store* |
|
||
| **TASK-260** - Web UI: Add filtering to All Tasks view [@codex]<br>*#web-ui #filters #ui* | | **TASK-330** - Fix browser/CLI sync issue when reordering cross-branch tasks<br>*#bug #browser* |
|
||
| **TASK-259** - Add task list filters for Status and Priority<br>*#tui #filters #ui* | | **TASK-328** - Make filename sanitization stricter by default [@codex]<br>*#feature* |
|
||
| **TASK-257** - Deep link URLs for tasks in board and list views | | **TASK-327** - Fix loadTaskById to search remote branches<br>*#bug #task-loading #cross-branch* |
|
||
| **TASK-200** - Add Claude Code integration with workflow commands during init<br>*#enhancement #developer-experience* | | **TASK-326** - Add local branch task discovery to board loading<br>*#bug #task-loading #cross-branch* |
|
||
| **TASK-218** - Update documentation and tests for sequences<br>*#sequences #documentation #testing* | | **TASK-324** - Add browser UI initialization flow for uninitialized projects<br>*#enhancement #browser #ux* |
|
||
| **TASK-217** - Create web UI for sequences with drag-and-drop<br>*#sequences #web-ui #frontend* | | **TASK-289** - Implement resource templates list handler to return empty list instead of error [@codex]<br>*#mcp #enhancement* |
|
||
| └─ **TASK-217.03** - Sequences web UI: move tasks and update dependencies<br>*#sequences* | | **TASK-280** - Fix TUI task list selection and detail pane synchronization bug [@codex]<br>*#bug #tui* |
|
||
| └─ **TASK-217.04** - Sequences web UI: tests<br>*#sequences* | | **TASK-273** - Refactor search [@codex]<br>*#core #search* |
|
||
| └─ **TASK-217.02** - Sequences web UI: list sequences<br>*#sequences* | | **TASK-322** - Fix flake.nix for devenv compatibility<br>*#nix #bug-fix* |
|
||
| **TASK-240** - Improve binary resolution on Apple Silicon (Rosetta/arch mismatch) [@codex]<br>*#packaging #bug #macos* | | **TASK-321** - Status change callbacks in task frontmatter [@codex] |
|
||
| **TASK-239** - Feature: Auto-link tasks to documents/decisions + backlinks [@codex]<br>*#web #enhancement #docs* | | **TASK-320** - Refactor and fix move mode implementation [@claude]<br>*#bug #tui #high-priority* |
|
||
| **TASK-222** - Improve task and subtask visualization in web UI | | **TASK-318** - Fix editor stdio inheritance for interactive editors (vim/neovim) [@samvincent]<br>*#bug #editor #vim* |
|
||
| **TASK-208** - Add paste-as-markdown support in Web UI<br>*#web-ui #enhancement #markdown* | | |
|
||
|
||
<!-- BOARD_END -->
|
||
|
||
### License
|
||
|
||
Backlog.md is released under the **MIT License** – do anything, just give credit. See [LICENSE](LICENSE).
|