Work Items

Structure That Scales With Your Project

Seven work item types with configurable hierarchy rules — strict or relaxed. Structure work the way your team actually thinks — from high-level initiatives down to individual subtasks.

Hierarchical tree grid showing initiatives, epics, and stories

Seven Levels of Work

Model your project at any level of detail. Each work item type has configurable rules about what can be its parent and child — strict for teams that want guardrails, relaxed for teams that need flexibility.

  • Initiative — the largest unit of work, spanning quarters or releases
  • Epic — a significant deliverable broken into stories
  • Story, Bug, Task — the day-to-day units your team works on
  • SubTask — fine-grained work under any story, bug, or task
  • Spike — time-boxed research or investigation items
claude — dragon-planner

strict mode

you: Move the SubTask under the Initiative.

→ move_work_item DP-48 newParent=DP-1

Cannot place SubTask under Initiative.

Valid parents for SubTask: Story, Bug, Task

relaxed mode

you: Move the SubTask under the Initiative.

→ move_work_item DP-48 newParent=DP-1

Moved DP-48 under DP-1 "Platform Launch".

Strict or Relaxed — Your Call

Choose how tightly Dragon Planner enforces hierarchy rules. Strict mode keeps your tree clean with traditional parent-child constraints. Relaxed mode lets you nest items more freely when your workflow doesn't fit a rigid structure.

  • Strict mode — Initiative → Epic → Story/Bug/Task → SubTask, enforced at every level
  • Relaxed mode — flexible nesting so most types can parent most others
  • Toggle per organization in settings — no migration needed
  • Cascade complete — mark a parent done and all children close with it
  • Move items between parents without losing history
claude — dragon-planner

you: What's ready to work on next?

→ get_next_recommendation

Top items — all dependencies resolved:

✓ DP-38 "Multi-tenant Data Export" 13 SP

✓ DP-40 "Evaluate real-time collaboration" 5 SP

3 items skipped — blocked by:

• DP-44 blocked by DP-38 (Blocks)

• DP-50 blocked by DP-49 (Blocks)

Dependencies That Prevent Surprises

Link work items together with typed dependency relationships. The system knows which items are blocked and surfaces that information everywhere — dashboards, recommendations, and AI queries.

  • Blocks — item A must complete before item B can start
  • Relates To — items are connected but not blocking each other
  • Duplicate — mark items as duplicates to avoid double-work
  • Dependency graph informs the recommendation engine

Story Points

Fibonacci-based story point estimation. Track velocity, forecast capacity, and measure team throughput over time.

Priority Levels

Five priority levels from critical to low. Priority feeds into recommendations so the most important work surfaces first.

Tags & Item Numbering

Project-prefixed item numbers (e.g., PROJ-42) for easy reference. Plus freeform tags for any categorization your team needs.

Assignment & Sprint Linking

Assign items to team members and link them to sprints. Track who owns what and when it needs to ship.

Estimated Hours

Track estimated hours alongside story points for teams that need time-based planning and capacity management.

File Attachments

Attach images, documents, and diagrams to any work item — up to 20 files each. Upload from the web or via AI assistant.

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