Run a project standup
Use this guide for a short project operating review. It works for daily standups, triage, launch reviews, and lightweight delivery check-ins.
Prepare the view
- Open the project picker.
- Select the project.
- Open Tickets.
- Select the saved board for the meeting, such as Standup, Triage, QA, or Leadership.
- Check hidden-status warnings.
- Switch to List view if you need to find tickets hidden by the board.
If the project does not have a useful board yet, create one before making the meeting dependent on it.
Start from Today
- Open Today in the same project scope.
- Review focus items, proposed work, drift, and blockers.
- Note Inbox counts and queued Agent Runs.
- Refresh Today if the team made major changes since the last review.
Today gives the operating signal. The board gives the ticket-level execution state.
Review active tickets
- Move across the board from left to right.
- For each active ticket, ask:
- Is the status accurate?
- Is there a next owner?
- Is due date or priority wrong?
- Is the ticket blocked?
- Does it need a comment, link, or parent?
- Move cards only when the workflow state truly changed.
- Fill required fields before moving through restricted transitions.
- Open the ticket when the card does not contain enough context.
Keep the meeting focused on changing state, surfacing blockers, and clarifying ownership.
Process AI review items
- Open Inbox in the same project scope.
- Review memory diffs and operating proposals relevant to the project.
- Accept only accurate and useful proposals.
- Reject stale, speculative, duplicated, or wrong-scope proposals.
- Return to the board and confirm accepted proposals changed the expected items.
Do not accept AI proposals just to clear the queue.
Capture updates with Check-In
- Confirm the project Check-In cadence and questions in project settings.
- When the Check-In dialog is due, enter the current focus, blockers, wins, and changes.
- Refer to issue keys when an update belongs to an existing ticket.
- Submit the Check-In.
- Wait for Agent running if you expect proposals or memory diffs.
Good update:
APP-42 is blocked by missing SSO test credentials. Sarah owns the next step. We should not create a new ticket.
Weak update:
Still blocked on login stuff.
Specific issue keys help TOW update the right work instead of creating ambiguous proposals.
End with decisions
- Confirm each active blocker has an owner.
- Update due dates that no longer match reality.
- Create tickets for concrete follow-up.
- Create decisions or risks for durable judgment calls.
- Archive or resolve stale tickets.
- Note what should be reviewed in the next standup.
After the meeting
- Wait for Agent Runs to finish.
- Reopen Today and Inbox.
- Review any new proposals from the check-in.
- Confirm the board still reflects the team's actual work.
Related guides: Create a project board, Create and update tickets, Review AI proposals.