The TeamBoostAI workflow library
Less ambiguity.
Better team work.
60 practical guides for planning, AI agents and connected tools. Find a decision, explore an example, and adapt the work brief.
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Task planning
6 guidesA project kickoff that ends with owned work
Turn a kickoff discussion into a bounded first delivery, named owner roles and visible acceptance evidence.
Explore the guide Readiness checklistWrite acceptance criteria that settle a task
Define observable acceptance evidence so a reviewer can decide whether a task is complete without guessing.
Explore the guide Decision deskSplit project scope into reviewable slices
Break a broad initiative into slices that can be reviewed independently, with clear boundaries and remaining unknowns.
Explore the guide Manager memoMake task ownership explicit
Resolve shared-task ambiguity by naming one delivery owner, contributors and an acceptance decision maker.
Explore the guide Handoff sequenceA task handoff brief the next owner can use
Transfer partially completed work with reproducible state, remaining scope and a clear first action.
Explore the guide Handoff sequenceOnboard a teammate into an active project
Prepare a project-specific onboarding sequence that ends with an independently reviewed first contribution.
Explore the guideSprint decisions
6 guidesPlan a week around one achievable outcome
Choose a weekly outcome and a small set of tasks that account for reviews, interruptions and ownership.
Explore the guide Decision deskReview sprint capacity without invented certainty
Compare planned work with actual owner availability and separate capacity limits from unresolved effort estimates.
Explore the guide Decision deskDecide what to do with unfinished sprint work
Separate unfinished work that still matters from scope that should be split, paused or dropped before the next sprint.
Explore the guide Readiness checklistRefine a backlog item before committing it
Check the user outcome, acceptance boundary and unresolved dependency before a backlog item enters a delivery commitment.
Explore the guide Decision deskTriage urgent work against the sprint commitment
Assess an incoming request, identify what it displaces and record a visible decision instead of silently expanding the sprint.
Explore the guide Manager memoRun a sprint review that changes the next plan
Review accepted outcomes, incomplete work and new evidence so the next sprint reflects what was actually learned.
Explore the guideDependencies and handoffs
5 guidesWrite a blocked-work update that enables help
Describe the exact blocker, its delivery consequence and the decision or evidence needed to resume work.
Explore the guide Handoff sequenceMap task dependencies as concrete contracts
Describe what an upstream task must provide before a downstream owner can start or accept dependent work.
Explore the guide Handoff sequenceAgree a cross-team handoff before delivery
Align sending and receiving teams on the deliverable, acceptance conditions and ownership after a handoff.
Explore the guide Readiness checklistReview release readiness with decision evidence
Bring acceptance, rollback preparation and unresolved risks into one release decision without implying a checklist guarantees safety.
Explore the guide Task boardKeep a pull-request review queue actionable
Track which code reviews need a reviewer, changes or a delivery decision, with clear evidence for each next action.
Explore the guideAI drafting and review
5 guidesTurn meeting notes into reviewable task proposals
Convert a discussion into proposed tasks while preserving decisions, open questions and the need for owner confirmation.
Explore the guide Drafting workbenchRefine a vague task before implementation
Rewrite a broad request into a bounded outcome while keeping unresolved assumptions visible for human review.
Explore the guide Decision deskReview effort estimates against their assumptions
Assess a proposed effort estimate by checking scope, unknowns and owner context before using it in a delivery commitment.
Explore the guide Drafting workbenchAsk planning questions that unblock a decision
Choose clarifying questions that resolve scope or ownership, then turn the answers into an explicit planning decision.
Explore the guide Readiness checklistReview an AI-generated task proposal before adoption
Check AI task proposals for invented commitments, missing acceptance evidence and unsafe assumptions before adopting them.
Explore the guideAsync reporting
5 guidesWrite a daily update with a useful next action
Give teammates a concise account of changed work, current blockers and the specific response you need.
Explore the guide Manager memoA weekly project summary that supports choices
Summarize accepted delivery, changed scope and next decisions so stakeholders can act without reading every task.
Explore the guide Decision deskEscalate a project risk with a decision request
Explain a credible delivery risk, its trigger and the tradeoff a decision owner needs to make.
Explore the guide Task boardExplain work status with a reason and next check
Add useful reasons to work status so teammates know whether to wait, review, clarify or change the plan.
Explore the guide Handoff sequenceCoordinate remote work across review windows
Agree overlap windows, handoff evidence and escalation routes for work that crosses time zones.
Explore the guideReusable work outlines
3 guidesDesign a reusable task-group outline
Capture recurring work as an adaptable outline with stable acceptance evidence and explicit variation points.
Explore the guide Handoff sequencePlan recurring client delivery without copy-paste drift
Adapt a recurring delivery outline to the current client’s scope, approval route and known exceptions.
Explore the guide Readiness checklistClose a project with clear residual ownership
Close accepted project work while assigning unresolved issues, operating ownership and any deferred scope.
Explore the guideCommand-line workflows
11 guidesCheck your TeamBoost CLI workspace before work
Establish account, environment and organization readiness before reading or proposing a task change.
Explore the guide CLI walkthroughRead a known task from the terminal
Resolve a task key to current task detail before using it as the basis for engineering work.
Explore the guide CLI walkthroughFind blocked work with an actionable scope
Filter blocked tasks in the intended workspace and identify which condition needs an unblock decision.
Explore the guide CLI walkthroughRead beyond the first page of tasks
Continue a task query across pages while preserving filters and stating the coverage of the final result.
Explore the guide Manager memoBuild a task summary from structured CLI results
Use structured task results to produce a scoped summary without dumping private task payloads into a report.
Explore the guide CLI walkthroughReview a CLI task change before applying it
Inspect a proposed task update and its target before deciding whether the change should be applied.
Explore the guide Drafting workbenchPrepare a bounded CLI task-creation proposal
Prepare a task proposal with a supported type, clear outcome and acceptance evidence before a CLI creation preview.
Explore the guide CLI walkthroughPreview a useful task comment before posting
Prepare a Markdown task comment that contributes evidence or a decision request, then inspect its posting target.
Explore the guide Manager memoRead sprint metrics without overstating delivery
Interpret current and daily sprint metric evidence alongside acceptance and lifecycle context.
Explore the guide Handoff sequenceRead carry-over history before replanning
Use incoming carry-over records to understand why unfinished work reached a sprint before making the next commitment.
Explore the guide Delivery playbookPrepare the CLI in the environment your agent uses
Verify a native CLI installation in the actual OS and terminal environment where the agent will run.
Explore the guideAgents and MCP
11 guidesGive Codex a scoped TeamBoost work brief
Use the native TeamBoost CLI and its agent guidance to turn a known task into a scoped engineering brief.
Explore the guide Scope matrixUse TeamBoost task context in Claude Code
Prepare a remote MCP task-context workflow with the right transport, workspace binding and allowed tool purpose.
Explore the guide Delivery playbookBring TeamBoost issue evidence into Cursor
Use current task evidence alongside a code investigation while preserving the boundary between issue data and agent instructions.
Explore the guide Before / afterSearch TeamBoost tasks by meaning
Use semantic task search for a topic question and preserve the difference between relevant matches and an exhaustive attribute list.
Explore the guide Scope matrixChoose exact task filters for an MCP read
Preserve status, owner and project constraints when a request needs a structured set of TeamBoost tasks.
Explore the guide Scope matrixCheck the workspace boundary of an MCP connection
Identify how the deployed TeamBoost MCP authentication mode binds a request to the intended organization.
Explore the guide Drafting workbenchReview an agent task proposal before an MCP write
Review generated task scope, owner assumptions and distinct items before invoking TeamBoost’s task-creation tool.
Explore the guide Before / afterReview a targeted MCP task update
Confirm an existing task and the exact requested change before allowing an agent’s update tool to alter it.
Explore the guide Troubleshooting pathInvestigate a new task missing from semantic search
Separate a semantic indexing gap from missing task persistence, workspace mismatch or an incorrect query.
Explore the guide Scope matrixReview MCP operation permissions without assumptions
Separate user intent, client tool selection and source-enforced permissions before enabling task-writing agent workflows.
Explore the guide Before / afterChoose CLI or MCP for a TeamBoost agent workflow
Choose between native command execution with packaged guidance and remote MCP tools based on the actual workflow contract.
Explore the guideDelivery playbooks
8 guidesTriage a bug with reproducible evidence
Separate observed behavior, reproduction gaps and suspected causes before assigning a bug investigation.
Explore the guide Delivery playbookPlan regression checks around a changed behavior
Select regression checks that can detect meaningful consequences of a change, with clear evidence and review ownership.
Explore the guide Before / afterTurn customer feedback into a reviewed task proposal
Separate customer observations, suggested solutions and agreed product actions before creating work.
Explore the guide Decision deskReview a client change against the current commitment
Assess requested scope changes against accepted work, remaining delivery and the decision authority.
Explore the guide Delivery playbookTurn incident findings into bounded follow-up work
Assign follow-up actions from observed incident findings without replacing the active response procedure.
Explore the guide Drafting workbenchGive an engineering investigation an exit decision
Bound an engineering spike by the uncertainty it should resolve and the decision its evidence should change.
Explore the guide Manager memoPlan a release message around verified availability
Prepare a release announcement that states what changed, who can use it and where the real next action starts.
Explore the guide Troubleshooting pathReview an automation exception before retrying
Separate failed execution, uncertain state and invalid input before retrying an automated task workflow.
Explore the guideYour next step
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