Welcome to OpenTasks

OpenTasks is an AI-powered development task manager that connects to Cursor Cloud Agent to automate your coding tasks.

The Workflow

┌─────────────┐     ┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│   BACKLOG   │ ──▶ │   HANDLE    │ ──▶ │   REVIEW    │ ──▶ │    DONE     │
│             │     │  (AI Zone)  │     │   (Human)   │     │             │
│ Create task │     │ AI working  │     │ Review PR   │     │ Merged! 🎉  │
└─────────────┘     └─────────────┘     └─────────────┘     └─────────────┘

Creating Effective Tickets

The AI agent needs clear, detailed instructions. Every ticket should include:

## What needs to be done
Describe the task clearly. What is the expected outcome?

## Acceptance Criteria
- [ ] Criterion 1
- [ ] Criterion 2
- [ ] Criterion 3

## Technical Details
Any specific implementation details, files to modify, or constraints?

## Additional Context
Links, screenshots, or references that might help.

Example: Good Ticket ✓

## What needs to be done
Add a dark mode toggle to the settings page that persists 
the user's preference across sessions.

## Acceptance Criteria
- [ ] Toggle switch visible in settings UI
- [ ] Saves preference to localStorage
- [ ] Applies theme immediately on toggle
- [ ] Smooth 200ms transition animation

## Technical Details
- Modify: src/components/Settings.tsx
- Add: src/hooks/useTheme.ts
- Use Tailwind's dark mode classes

Example: Bad Ticket ✗

Add dark mode

Ticket Templates

Save time by creating reusable ticket templates for common task types. Templates store the title structure, description format, and priority level.

Managing Templates

Access the Templates modal from the board header to:

• Create templates — Define name, description format, and default priority
• Set a default — Auto-load your preferred template for new tickets
• Edit or delete — Keep your templates organized and up-to-date

Using Templates

When creating a new ticket:

1. Click "Load Template" above the title field
2. Select from your saved templates
3. The title, description, and priority will auto-fill
4. Customize as needed for the specific task

Image Attachments

Attach screenshots, mockups, or diagrams to your tickets. Images are sent directly to the AI agent, helping it understand visual requirements.

Adding Images

When creating or editing a ticket:

1. Scroll to the "Attachments" section
2. Click "Add Images" or drag & drop files
3. Preview attached images before saving
4. Remove unwanted images with the × button

Supported formats: PNG, JPG, GIF, WebP
Maximum: 5 images per ticket
Images are sent to the Cursor AI agent with your prompt

Comments & Activity

Collaborate with your team using ticket comments and track all changes with the activity log.

Using Comments

Open any ticket and scroll to the Comments panel:

1. View existing comments and activity in separate tabs
2. Type your message in the comment box
3. Click "Post Comment" to add your comment
4. Comments are visible to all project members

Activity Tracking

The activity log automatically records:

• Status changes — When tickets move between columns
• Edits — When title, description, or priority is updated
• AI Actions — When the agent starts work or creates a PR
• Comments — When team members add feedback

Labels & Tags

Organize tickets with color-coded labels. Create custom labels for your project to categorize work by type, component, or priority.

Creating Labels

In the ticket editor, use the Label Picker to:

1. Type a label name to search or create new
2. Select from existing project labels
3. Choose a color for new labels
4. Apply multiple labels to a single ticket

Suggested Labels

Search & Filters

Find tickets quickly with real-time search and powerful filters. Focus on what matters with status and priority filters.

Search

Use the search bar at the top of your board:

• Search by ticket title or description
• Results update as you type
• Press / to quickly focus the search bar

Filters

Click filter buttons to narrow down visible tickets:

Advanced Search (OQL)

OpenTasks Query Language (OQL) lets you build powerful queries to find, filter, and bulk-update tickets across all your projects.

Syntax

field:value              # Exact match
field:"multi word"       # Quoted values
status:TODO AND priority:HIGH   # AND operator
status:DONE OR status:CANCELLED # OR operator
NOT status:DONE          # Negation
assignee:me              # Current user shortcut
sprint:current           # Active sprint

Available Fields

• status — BACKLOG, TODO, HANDLE, AI_PROCESSING, TO_REVIEW, IN_PROGRESS, DONE, CANCELLED
• priority — LOW, MEDIUM, HIGH, URGENT
• assignee — User name or "me" for current user
• sprint — Sprint name or "current" for active sprint
• epic — Epic title
• label — Label name
• created — Date filter (e.g., >2026-01-01)

Bulk Actions

Select multiple tickets from search results and apply bulk actions:

• Change status, priority, or assignee
• Move tickets to a sprint
• Set story points
• Archive selected tickets

Sprints & Epics

Organize your work into time-boxed sprints and group related tickets under epics for better planning and tracking.

Sprint Lifecycle

1. Planning — Create a sprint with a name, goal, and date range
2. Add Tickets — Assign tickets to the sprint from the backlog
3. Start Sprint — Activate the sprint to begin the iteration
4. Track Progress — Monitor ticket and story point progress on the dashboard
5. Complete Sprint — End the sprint and choose what to do with unfinished tickets (move to backlog or next sprint)

Epics

Create epics from the project board to group related features:

• Assign a color for visual identification
• Link tickets to epics for progress tracking
• View epic completion percentage on the dashboard

Story Points & Velocity

Estimate ticket complexity with story points and track your team's velocity to improve sprint planning.

Story Points

Assign Fibonacci-scale story points (1, 2, 3, 5, 8, 13, 21) to tickets to estimate effort. Points help you:

• Plan sprint capacity based on historical velocity
• Track sprint commitment vs delivery
• Identify under/over-estimated tickets

Velocity Tracking

The dashboard velocity chart shows story points delivered per completed sprint. Use this to:

• See your team's average velocity
• Identify upward or downward trends
• Plan future sprints with realistic commitments

Workflow Automation

Create rule-based automations to streamline repetitive tasks. Rules fire automatically when trigger conditions are met.

Available Triggers

• Status Change — When a ticket moves to a specific status
• Priority Change — When ticket priority is updated
• Assignment — When a ticket is assigned or unassigned
• Due Date — When a due date passes or approaches

Available Actions

• Auto-assign tickets based on rules
• Change ticket status or priority
• Send notifications (in-app, email)
• Add labels or move to sprint

AI Smart Features

Leverage AI beyond code generation with smart estimation, automatic triage, and ticket decomposition.

Using AI Features

Open the AI Smart Panel from any ticket to access these tools. AI analysis is performed on-demand and respects project-level access controls.

Custom Fields

Extend tickets with custom fields to capture project-specific data beyond the built-in fields.

Field Types

• Text — Short text input for notes or identifiers
• Number — Numeric values for budgets, scores, etc.
• Select — Dropdown with predefined options
• Date — Date picker for milestones or deadlines
• Checkbox — Boolean toggle for flags

Custom fields are configured at the project level and available on all tickets within that project.

Notifications

Stay informed with in-app notifications for important events across your projects.

Notification Events

• Ticket assigned to you
• Status changes on tickets you're watching
• AI agent completion or failure
• Comments on your tickets
• Sprint start/completion

Access notifications from the bell icon in the header. Mark individual or all notifications as read.

Audit Logs

Enterprise audit logging records all sensitive operations for compliance and security monitoring.

What's Logged

• Project creation, update, and deletion
• Member additions and role changes
• Ticket status changes and bulk operations
• AI agent dispatches and completions
• Settings and configuration changes

Audit logs are scoped per project. Filter by action type, resource, and date range from the project settings.

Dashboard

Your home base. The Jira-inspired dashboard gives you a quick overview of all your projects and assigned work without information overload.

Theme Support

Toggle between light and dark mode using the sun/moon icon in the navigation bar. Your preference is saved automatically and persists across sessions.

Roadmap & Voting

The public product roadmap lets your team and community vote on upcoming features. Feature ideas with the most votes rise to the top of the leaderboard.

Voting

1. Navigate to the Roadmap page from the top navigation bar
2. Browse features by category or filter by status (Planned, In Progress, Completed)
3. Click the Vote button to upvote a feature
4. Click again to remove your vote

Convert Feature to Ticket

Authenticated users can create a project ticket directly from a roadmap feature:

1. Click on a feature to open its detail modal
2. Select a target project from the dropdown
3. Click Create Ticket
4. A new ticket is added to the project's Backlog with the feature description

Analytics Dashboard

Get insights into your team's performance with the Analytics Dashboard. Track ticket flow, agent performance, and team velocity.

Available Metrics

Accessing Analytics

Click the "Analytics" button in your project board header to open the dashboard.

GitHub Integration

Enhanced GitHub integration provides real-time PR status, check runs, and repository information directly in your tickets.

PR Status Badge

When a ticket has an associated PR, you'll see:

• PR number and title — Linked to GitHub
• State — Color-coded status (green for merged, purple for open)
• Checks — CI status with pass/fail indicators
• Mergeability — Whether the PR can be merged

Multi-Branch Projects

OpenTasks supports projects with multiple branches — perfect for projects where backend and frontend live in different branches.

Setting Up Branch Presets

When creating or editing a project, configure your branch presets:

Default Branch: main

Branch Presets:
Backend=master
Frontend=frontend-dev

Using Branches

When creating a ticket, you'll see quick-select buttons for your configured branches:

The AI agent will create pull requests against the selected branch.

Team Collaboration

Invite team members to collaborate on projects. Share your Kanban board, tickets, and AI capabilities with your entire team.

Inviting Team Members

From your project settings:

1. Go to Project Settings → Team Members
2. Enter the email address of your teammate
3. Select their role (Member or Admin)
4. They'll receive an invitation email

Shared API Keys

Invited members automatically inherit access to:

• The project's Kanban board and all tickets
• AI model selection (using the project's API key)
• Real-time updates via WebSocket

Roles & Permissions

Keyboard Shortcuts

Power users can navigate OpenTasks faster with keyboard shortcuts. Press Shift + ? to see all available shortcuts.

N Create new ticket
T Open templates modal
/ Focus search bar
Escape Close current modal
Shift + ? Show shortcuts help
          

Settings

Configure your account and preferences from the Settings page. Access it from the user menu in the top-right corner.

Settings Categories

Cursor API Key

To use AI features, you need a Cursor API key:

1. Go to Settings → API & Integrations
2. Enter your Cursor API key (get one from cursor.com)
3. Your key is encrypted and stored securely

Help & Support

Need assistance? Our support system lets you submit tickets directly to our team.

Submitting a Support Ticket

1. Click "Help & Support" in the user menu
2. Fill out the support form with your issue
3. Select a category (Bug, Feature Request, Account, etc.)
4. Set the priority level
5. Submit and track your ticket status

Ticket Categories

Tracking Your Tickets

View all your submitted tickets on the Support page. Each ticket shows:

• Status — Open, In Progress, Waiting, or Resolved
• Admin Response — Replies from our support team
• Timeline — When you submitted and when we responded

Tips for Best Results