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    shaneholloman

    beads-issue-tracking

    shaneholloman/beads-issue-tracking
    Productivity
    3 installs

    About

    SKILL.md

    Install

    Install via Skills CLI

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    About

    Track complex, multi-session work with dependency graphs using beads (beads) issue tracker...

    SKILL.md

    beads Issue Tracking

    Overview

    beads is a graph-based issue tracker for persistent memory across sessions. Use for multi-session work with complex dependencies; use TodoWrite for simple single-session tasks.

    When to Use beads vs TodoWrite

    Use beads when

    • Multi-session work - Tasks spanning multiple compaction cycles or days
    • Complex dependencies - Work with blockers, prerequisites, or hierarchical structure
    • Knowledge work - Strategic documents, research, or tasks with fuzzy boundaries
    • Side quests - Exploratory work that might pause the main task
    • Project memory - Need to resume work after weeks away with full context

    Use TodoWrite when

    • Single-session tasks - Work that completes within current session
    • Linear execution - Straightforward step-by-step tasks with no branching
    • Immediate context - All information already in conversation
    • Simple tracking - Just need a checklist to show progress

    Key insight: If resuming work after 2 weeks would be difficult without beads, use beads. If the work can be picked up from a markdown skim, TodoWrite is sufficient.

    Test Yourself: beads or TodoWrite?

    Ask these questions to decide:

    Choose beads if:

    • ❓ "Will I need this context in 2 weeks?" → Yes = beads
    • ❓ "Could conversation history get compacted?" → Yes = beads
    • ❓ "Does this have blockers/dependencies?" → Yes = beads
    • ❓ "Is this fuzzy/exploratory work?" → Yes = beads

    Choose TodoWrite if:

    • ❓ "Will this be done in this session?" → Yes = TodoWrite
    • ❓ "Is this just a task list for me right now?" → Yes = TodoWrite
    • ❓ "Is this linear with no branching?" → Yes = TodoWrite

    When in doubt: Use beads. Better to have persistent memory you don't need than to lose context you needed.

    For detailed decision criteria and examples, read: references/boundaries.md

    Surviving Compaction Events

    Critical: Compaction events delete conversation history but preserve beads. After compaction, beads state is your only persistent memory.

    What survives compaction:

    • All bead data (issues, notes, dependencies, status)
    • Complete work history and context

    What doesn't survive:

    • Conversation history
    • TodoWrite lists
    • Recent discussion context

    Writing notes for post-compaction recovery:

    Write notes as if explaining to a future agent with zero conversation context:

    Pattern:

    notes field format:
    - COMPLETED: Specific deliverables ("implemented JWT refresh endpoint + rate limiting")
    - IN PROGRESS: Current state + next immediate step ("testing password reset flow, need user input on email template")
    - BLOCKERS: What's preventing progress
    - KEY DECISIONS: Important context or user guidance
    

    After compaction: beads show <issue-id> reconstructs full context from notes field.

    Notes Quality Self-Check

    Before checkpointing (especially pre-compaction), verify your notes pass these tests:

    ❓ Future-me test: "Could I resume this work in 2 weeks with zero conversation history?"

    • What was completed? (Specific deliverables, not "made progress")
    • What's in progress? (Current state + immediate next step)
    • What's blocked? (Specific blockers with context)
    • What decisions were made? (Why, not just what)

    ❓ Stranger test: "Could another developer understand this without asking me?"

    • Technical choices explained (not just stated)
    • Trade-offs documented (why this approach vs alternatives)
    • User input captured (decisions that came from discussion)

    Good note example:

    COMPLETED: JWT auth with RS256 (1hr access, 7d refresh tokens)
    KEY DECISION: RS256 over HS256 per security review - enables key rotation
    IN PROGRESS: Password reset flow - email service working, need rate limiting
    BLOCKERS: Waiting on user decision: reset token expiry (15min vs 1hr trade-off)
    NEXT: Implement rate limiting (5 attempts/15min) once expiry decided
    

    Bad note example:

    Working on auth. Made some progress. More to do.
    

    For complete compaction recovery workflow, read: references/workflows.md

    Session Start Protocol

    beads is available when:

    • Project has a .beads/ directory (project-local database), OR
    • ~/.beads/ exists (global fallback database for any directory)

    At session start, always check for beads availability and run ready check.

    Session Start Checklist

    Copy this checklist when starting any session where beads is available:

    Session Start:
    - [ ] Run beads ready --json to see available work
    - [ ] Run beads list --status in_progress --json for active work
    - [ ] If in_progress exists: beads show <issue-id> to read notes
    - [ ] Report context to user: "X items ready: [summary]"
    - [ ] If using global ~/.beads, mention this in report
    - [ ] If nothing ready: beads blocked --json to check blockers
    

    Pattern: Always check both beads ready AND beads list --status in_progress. Read notes field first to understand where previous session left off.

    Report format:

    • "I can see X items ready to work on: [summary]"
    • "Issue Y is in_progress. Last session: [summary from notes]. Next: [from notes]. Should I continue with that?"

    This establishes immediate shared context about available and active work without requiring user prompting.

    For detailed collaborative handoff process, read: references/workflows.md

    Note: beads auto-discovers the database:

    • Uses .beads/*.db in current project if exists
    • Falls back to ~/.beads/default.db otherwise
    • No configuration needed

    When No Work is Ready

    If beads ready returns empty but issues exist:

    beads blocked --json
    

    Report blockers and suggest next steps.


    Progress Checkpointing

    Update beads notes at these checkpoints (don't wait for session end):

    Critical triggers:

    • WARNING: Context running low - User says "running out of context" / "approaching compaction" / "close to token limit"
    • Token budget > 70% - Proactively checkpoint when approaching limits
    • Major milestone reached - Completed significant piece of work
    • Hit a blocker - Can't proceed, need to capture what was tried
    • Task transition - Switching issues or about to close this one
    • ❓ Before user input - About to ask decision that might change direction

    Proactive monitoring during session:

    • At 70% token usage: "We're at 70% token usage - good time to checkpoint beads notes?"
    • At 85% token usage: "Approaching token limit (85%) - checkpointing current state to beads"
    • At 90% token usage: Automatically checkpoint without asking

    Current token usage: Check <system-warning>Token usage: messages to monitor proactively.

    Checkpoint checklist:

    Progress Checkpoint:
    - [ ] Update notes with COMPLETED/IN_PROGRESS/NEXT format
    - [ ] Document KEY DECISIONS or BLOCKERS since last update
    - [ ] Mark current status (in_progress/blocked/closed)
    - [ ] If discovered new work: create issues with discovered-from
    - [ ] Verify notes are self-explanatory for post-compaction resume
    

    Most important: When user says "running out of context" OR when you see >70% token usage - checkpoint immediately, even if mid-task.

    Test yourself: "If compaction happened right now, could future-me resume from these notes?"


    Database Selection

    beads automatically selects the appropriate database:

    • Project-local (.beads/ in project): Used for project-specific work
    • Global fallback (~/.beads/): Used when no project-local database exists

    Use case for global database: Cross-project tracking, personal task management, knowledge work that doesn't belong to a specific project.

    When to use --db flag explicitly:

    • Accessing a specific database outside current directory
    • Working with multiple databases (e.g., project database + reference database)
    • Example: beads --db /path/to/reference/terms.db list

    Database discovery rules:

    • beads looks for .beads/*.db in current working directory
    • If not found, uses ~/.beads/default.db
    • Shell cwd can reset between commands - use absolute paths with --db when operating on non-local databases

    For complete session start workflows, read: references/workflows.md

    Core Operations

    All beads commands support --json flag for structured output when needed for programmatic parsing.

    Essential Operations

    Check ready work:

    beads ready
    beads ready --json              # For structured output
    beads ready --priority 0        # Filter by priority
    beads ready --assignee alice    # Filter by assignee
    

    Create new issue:

    beads create "Fix login bug"
    beads create "Add OAuth" -p 0 -t feature
    beads create "Write tests" -d "Unit tests for auth module" --assignee alice
    beads create "Research caching" --design "Evaluate Redis vs Memcached"
    

    Update issue status:

    beads update issue-123 --status in_progress
    beads update issue-123 --priority 0
    beads update issue-123 --assignee bob
    beads update issue-123 --design "Decided to use Redis for persistence support"
    

    Close completed work:

    beads close issue-123
    beads close issue-123 --reason "Implemented in PR #42"
    beads close issue-1 issue-2 issue-3 --reason "Bulk close related work"
    

    Show issue details:

    beads show issue-123
    beads show issue-123 --json
    

    List issues:

    beads list
    beads list --status open
    beads list --priority 0
    beads list --type bug
    beads list --assignee alice
    

    For complete CLI reference with all flags and examples, read: references/cli-reference.md

    Field Usage Reference

    Quick guide for when and how to use each beads field:

    Field Purpose When to Set Update Frequency
    description Immutable problem statement At creation Never (fixed forever)
    design Initial approach, architecture, decisions During planning Rarely (only if approach changes)
    acceptance-criteria Concrete deliverables checklist (- [ ] syntax) When design is clear Mark - [x] as items complete
    notes Session handoff (COMPLETED/IN_PROGRESS/NEXT) During work At session end, major milestones
    status Workflow state (open→in_progress→closed) As work progresses When changing phases
    priority Urgency level (0=highest, 3=lowest) At creation Adjust if priorities shift

    Key pattern: Notes field is your "read me first" at session start. See workflows.md for session handoff details.


    Issue Lifecycle Workflow

    1. Discovery Phase (Proactive Issue Creation)

    During exploration or implementation, proactively file issues for:

    • Bugs or problems discovered
    • Potential improvements noticed
    • Follow-up work identified
    • Technical debt encountered
    • Questions requiring research

    Pattern:

    # When encountering new work during a task:
    beads create "Found: auth doesn't handle profile permissions"
    beads dep add current-task-id new-issue-id --type discovered-from
    
    # Continue with original task - issue persists for later
    

    Key benefit: Capture context immediately instead of losing it when conversation ends.

    2. Execution Phase (Status Maintenance)

    Mark issues in_progress when starting work:

    beads update issue-123 --status in_progress
    

    Update throughout work:

    # Add design notes as implementation progresses
    beads update issue-123 --design "Using JWT with RS256 algorithm"
    
    # Update acceptance criteria if requirements clarify
    beads update issue-123 --acceptance "- JWT validation works\n- Tests pass\n- Error handling returns 401"
    

    Close when complete:

    beads close issue-123 --reason "Implemented JWT validation with tests passing"
    

    Important: Closed issues remain in database - they're not deleted, just marked complete for project history.

    3. Planning Phase (Dependency Graphs)

    For complex multi-step work, structure issues with dependencies before starting:

    Create parent epic:

    beads create "Implement user authentication" -t epic -d "OAuth integration with JWT tokens"
    

    Create subtasks:

    beads create "Set up OAuth credentials" -t task
    beads create "Implement authorization flow" -t task
    beads create "Add token refresh" -t task
    

    Link with dependencies:

    # parent-child for epic structure
    beads dep add auth-epic auth-setup --type parent-child
    beads dep add auth-epic auth-flow --type parent-child
    
    # blocks for ordering
    beads dep add auth-setup auth-flow
    

    For detailed dependency patterns and types, read: references/dependencies.md

    Dependency Types Reference

    beads supports four dependency types:

    1. blocks - Hard blocker (issue A blocks issue B from starting)
    2. related - Soft link (issues are related but not blocking)
    3. parent-child - Hierarchical (epic/subtask relationship)
    4. discovered-from - Provenance (issue B discovered while working on A)

    For complete guide on when to use each type with examples and patterns, read: references/dependencies.md

    Integration with TodoWrite

    Both tools complement each other at different timescales:

    Temporal Layering Pattern

    TodoWrite (short-term working memory - this hour):

    • Tactical execution: "Review Section 3", "Expand Q&A answers"
    • Marked completed as you go
    • Present/future tense ("Review", "Expand", "Create")
    • Ephemeral: Disappears when session ends

    Beads (long-term episodic memory - this week/month):

    • Strategic objectives: "Continue work on strategic planning document"
    • Key decisions and outcomes in notes field
    • Past tense in notes ("COMPLETED", "Discovered", "Blocked by")
    • Persistent: Survives compaction and session boundaries

    The Handoff Pattern

    1. Session start: Read bead → Create TodoWrite items for immediate actions
    2. During work: Mark TodoWrite items completed as you go
    3. Reach milestone: Update bead notes with outcomes + context
    4. Session end: TodoWrite disappears, bead survives with enriched notes

    After compaction: TodoWrite is gone forever, but bead notes reconstruct what happened.

    Example: TodoWrite tracks execution, Beads capture meaning

    TodoWrite:

    [completed] Implement login endpoint
    [in_progress] Add password hashing with bcrypt
    [pending] Create session middleware
    

    Corresponding bead notes:

    beads update issue-123 --notes "COMPLETED: Login endpoint with bcrypt password
    hashing (12 rounds). KEY DECISION: Using JWT tokens (not sessions) for stateless
    auth - simplifies horizontal scaling. IN PROGRESS: Session middleware implementation.
    NEXT: Need user input on token expiry time (1hr vs 24hr trade-off)."
    

    Don't duplicate: TodoWrite tracks execution, Beads captures meaning and context.

    For patterns on transitioning between tools mid-session, read: references/boundaries.md

    Common Patterns

    Pattern 1: Knowledge Work Session

    Scenario: User asks "Help me write a proposal for expanding the analytics platform"

    What you see:

    $ beads ready
    # Returns: beads-42 "Research analytics platform expansion proposal" (in_progress)
    
    $ beads show beads-42
    Notes: "COMPLETED: Reviewed current stack (Mixpanel, Amplitude)
    IN PROGRESS: Drafting cost-benefit analysis section
    NEXT: Need user input on budget constraints before finalizing recommendations"
    

    What you do:

    1. Read notes to understand current state

    2. Create TodoWrite for immediate work:

      - [ ] Draft cost-benefit analysis
      - [ ] Ask user about budget constraints
      - [ ] Finalize recommendations
      
    3. Work on tasks, mark TodoWrite items completed

    4. At milestone, update beads notes:

      beads update beads-42 --notes "COMPLETED: Cost-benefit analysis drafted.
      KEY DECISION: User confirmed $50k budget cap - ruled out enterprise options.
      IN PROGRESS: Finalizing recommendations (Posthog + custom ETL).
      NEXT: Get user review of draft before closing issue."
      

    Outcome: TodoWrite disappears at session end, but beads notes preserve context for next session.

    Pattern 2: Side Quest Handling

    During main task, discover a problem:

    1. Create issue: beads create "Found: inventory system needs refactoring"
    2. Link using discovered-from: beads dep add main-task new-issue --type discovered-from
    3. Assess: blocker or can defer?
    4. If blocker: beads update main-task --status blocked, work on new issue
    5. If deferrable: note in issue, continue main task

    Pattern 3: Multi-Session Project Resume

    Starting work after time away:

    1. Run beads ready to see available work
    2. Run beads blocked to understand what's stuck
    3. Run beads list --status closed --limit 10 to see recent completions
    4. Run beads show issue-id on issue to work on
    5. Update status and begin work

    For complete workflow walkthroughs with checklists, read: references/workflows.md

    Issue Creation

    Quick guidelines:

    • Ask user first for knowledge work with fuzzy boundaries
    • Create directly for clear bugs, technical debt, or discovered work
    • Use clear titles, sufficient context in descriptions
    • Design field: HOW to build (can change during implementation)
    • Acceptance criteria: WHAT success looks like (should remain stable)

    Issue Creation Checklist

    Copy when creating new issues:

    Creating Issue:
    - [ ] Title: Clear, specific, action-oriented
    - [ ] Description: Problem statement (WHY this matters) - immutable
    - [ ] Design: HOW to build (can change during work)
    - [ ] Acceptance: WHAT success looks like (stays stable)
    - [ ] Priority: 0=critical, 1=high, 2=normal, 3=low
    - [ ] Type: bug/feature/task/epic/chore
    

    Self-check for acceptance criteria:

    ❓ "If I changed the implementation approach, would these criteria still apply?"

    • → Yes = Good criteria (outcome-focused)
    • → No = Move to design field (implementation-focused)

    Example:

    • ✔ Acceptance: "User tokens persist across sessions and refresh automatically"
    • ✘ Wrong: "Use JWT tokens with 1-hour expiry" (that's design, not acceptance)

    For detailed guidance on when to ask vs create, issue quality, resumability patterns, and design vs acceptance criteria, read: references/issue-creation.md

    Alternative Use Cases

    beads is primarily for work tracking, but can also serve as queryable database for static reference data (glossaries, terminology) with adaptations.

    For guidance on using beads for reference databases and static data, read: references/static-data.md

    Statistics and Monitoring

    Check project health:

    beads stats
    beads stats --json
    

    Returns: total issues, open, in_progress, closed, blocked, ready, avg lead time

    Find blocked work:

    beads blocked
    beads blocked --json
    

    Use stats to:

    • Report progress to user
    • Identify bottlenecks
    • Understand project velocity

    Advanced Features

    Issue Types

    beads create "Title" -t task        # Standard work item (default)
    beads create "Title" -t bug         # Defect or problem
    beads create "Title" -t feature     # New functionality
    beads create "Title" -t epic        # Large work with subtasks
    beads create "Title" -t chore       # Maintenance or cleanup
    

    Priority Levels

    beads create "Title" -p 0    # Highest priority (critical)
    beads create "Title" -p 1    # High priority
    beads create "Title" -p 2    # Normal priority (default)
    beads create "Title" -p 3    # Low priority
    

    Bulk Operations

    # Close multiple issues at once
    beads close issue-1 issue-2 issue-3 --reason "Completed in sprint 5"
    
    # Create multiple issues from markdown file
    beads create --file issues.md
    

    Dependency Visualization

    # Show full dependency tree for an issue
    beads dep tree issue-123
    
    # Check for circular dependencies
    beads dep cycles
    

    Built-in Help

    # Quick start guide (comprehensive built-in reference)
    beads quickstart
    
    # Command-specific help
    beads create --help
    beads dep --help
    

    JSON Output

    All beads commands support --json flag for structured output:

    beads ready --json
    beads show issue-123 --json
    beads list --status open --json
    beads stats --json
    

    Use JSON output when you need to parse results programmatically or extract specific fields.

    Troubleshooting

    If beads command not found:

    • Check installation: beads version
    • Verify PATH includes beads binary location

    If issues seem lost:

    • Use beads list to see all issues
    • Filter by status: beads list --status closed
    • Closed issues remain in database permanently

    If beads show can't find issue by name:

    • beads show requires issue IDs, not issue titles
    • Workaround: beads list | grep -i "search term" to find ID first
    • Then: beads show issue-id with the discovered ID
    • For glossaries/reference databases where names matter more than IDs, consider using markdown format alongside the database

    If dependencies seem wrong:

    • Use beads show issue-id to see full dependency tree
    • Use beads dep tree issue-id for visualization
    • Dependencies are directional: beads dep add from-id to-id means from-id blocks to-id
    • See references/dependencies.md

    If database seems out of sync:

    • beads auto-syncs JSONL after each operation (5s debounce)
    • beads auto-imports JSONL when newer than DB (after git pull)
    • Manual operations: beads export, beads import

    Reference Files

    Detailed information organized by topic:

    Reference Read When
    references/boundaries.md Need detailed decision criteria for beads vs TodoWrite, or integration patterns
    references/cli-reference.md Need complete command reference, flag details, or examples
    references/workflows.md Need step-by-step workflows with checklists for common scenarios
    references/dependencies.md Need deep understanding of dependency types or relationship patterns
    references/issue-creation.md Need guidance on when to ask vs create issues, issue quality, or design vs acceptance criteria
    references/static-data.md Want to use beads for reference databases, glossaries, or static data instead of work tracking
    Repository
    shaneholloman/beads
    Files