Skip to content

Ticketing Dashboard

The Ticketing Dashboard is the central hub for managing your work in Sciorex. It provides a powerful Kanban-style board and list view to track tickets, epics, and their linked AI sessions.

Overview

The Ticket Board allows you to:

  • Create and manage tickets of various types (features, bugs, tasks, research, documentation, refactors)
  • Organize work into Epics for larger initiatives
  • Track progress with subtasks and status transitions
  • Link AI sessions to tickets for complete context
  • View activity history to understand what happened and when

AI Agent Integration

AI agents can manage tickets programmatically using the sciorex-tickets MCP server. This enables autonomous ticket creation, status updates, subtask management, and progress tracking.

Views

Kanban Board View

The Kanban board presents your tickets organized by status columns:

ColumnDescription
BacklogTickets waiting to be scheduled
PlannedTickets scheduled for work
In ProgressTickets actively being worked on
In ReviewTickets awaiting review
DoneCompleted tickets

Each ticket card displays:

  • Type icon (✨ Feature, 🐛 Bug, 📋 Task, 🔬 Research, 📄 Documentation, 🔧 Refactor)
  • Ticket ID in monospace format
  • Priority indicator (colored dot)
  • Title (up to 2 lines)
  • Epic badge (if assigned)
  • Blocker warning (if blocked by other tickets)
  • Linked session count
  • Subtask progress bar

Drag and Drop: You can drag tickets between columns to change their status. Valid transitions are enforced automatically.

List View

The List view shows tickets in a sortable table with the following columns:

ColumnSortableDescription
IDUnique ticket identifier
TitleTicket title with description preview
StatusCurrent workflow status
PriorityPriority level (Critical, High, Medium, Low)
TypeTicket type with icon
EpicParent epic (if any)
SessionsNumber of linked AI sessions
UpdatedLast modification date

Click any column header to sort. Click again to reverse the order.

Filtering

The filter bar at the top of the board provides powerful filtering options:

Type in the search box to filter tickets by:

  • Title (partial match)
  • Description (partial match)
  • Ticket ID

Fast Search

The search is debounced (300ms delay) for performance. Start typing and results update automatically.

Filter Dropdowns

FilterOptions
EpicFilter by specific epic, or "All Epics"
TypeFeature, Bug, Task, Research, Documentation, Refactor
PriorityCritical, High, Medium, Low

Clear Filters

Click the Clear button to reset all filters at once.


Creating Tickets

Via the New Button

  1. Click the + New button in the filter bar
  2. Select Ticket from the dropdown
  3. Fill in the ticket form:

Ticket Form Fields

FieldRequiredDescription
TitleBrief, descriptive title
TypeDefault: Task. Choose from dropdown
PriorityDefault: Medium. Choose from dropdown
EpicOptionally assign to an epic
DescriptionDetailed description, acceptance criteria, notes
SubtasksBreak work into smaller items

Adding Subtasks

When creating a new ticket:

  1. Type subtask title in the input field
  2. Press Enter or click Add
  3. Repeat for additional subtasks
  4. Click ✕ to remove a subtask before creating

Subtasks After Creation

Once the ticket is created, you can still add, remove, and toggle subtasks from the ticket detail panel.


Epics

Epics are containers for grouping related tickets. They help organize larger initiatives or projects.

Creating an Epic

  1. Click + NewEpic
  2. Enter the epic title (required)
  3. Add an optional description
  4. Click Create Epic

Epic Progress

Each epic automatically tracks its progress:

  • Total tickets assigned to the epic
  • Completed tickets (status = "Done")
  • Percentage shown in the filter dropdown

Example display: Authentication System (4/7) means 4 of 7 tickets are complete.

Assigning Tickets to Epics

You can assign tickets to epics:

  • When creating: Select from the Epic dropdown in the ticket form
  • When editing: Open the ticket detail panel, click the epic badge, and select a new epic

Ticket Detail Panel

Click any ticket to open its detail panel. This panel provides full control over the ticket.

Header Section

The header displays:

  • Ticket ID (e.g., T-001)
  • Status dropdown - Click to transition to an allowed status
  • Type dropdown - Change the ticket type
  • Priority dropdown - Adjust priority level
  • Edit/Save buttons - Toggle edit mode for title and description
  • Epic badge - Click to change or add to epic

Status Transitions

Not all status changes are allowed. Valid transitions are:

FromAllowed To
BacklogPlanned, Cancelled
PlannedBacklog, In Progress, Cancelled
In ProgressPlanned, In Review, Done, Cancelled
In ReviewIn Progress, Done, Cancelled
DoneIn Progress
CancelledBacklog

Tabs

The detail panel has three tabs:

Details Tab

Contains:

  • Description - View or edit the ticket description
  • Subtasks - Toggle completion, add new, or remove subtasks
  • Relationships - Add tickets that block this one, or related tickets
  • Metadata - Created date, updated date, and completion date

Sessions Tab

Shows all AI sessions linked to this ticket:

InformationDescription
Session type icon🤖 Agent Session or 💬 Chat Session
TitleSession title or first 15 words of first message
Last updatedWhen the session was last active
Message countNumber of messages in the session
Archived badgeShows if the session is archived

Click a session to open it:

  • Active agent sessions → Opens in Agent Runs view
  • Active chat sessions → Opens in Chat view
  • Archived sessions → Opens in a review modal

Linking Sessions

Sessions are linked from the Chat view when you have a ticket context. This creates a complete audit trail of AI work.

Activity Tab

The activity timeline shows the complete history of changes:

ActionIconExample
Created"Ticket created"
Updated✏️"Updated description"
Status changed🔄"Status changed from backlog to in_progress"
Blocker added🚫"Added blocker: T-003"
Blocker removed"Removed blocker: T-003"
Subtask added📝"Added subtask: Review PR"
Subtask completed"Completed subtask: Write tests"
Epic changed🎯"Assigned to epic: Authentication"
Agent started▶️"Agent session started"
Agent completed"Agent session completed"
Agent failed"Agent session failed: timeout"

Each entry shows:

  • Action description
  • Time ago / date
  • Actor (User, AI Agent, or System)
  • Link to session (if applicable)
  • Delete ticket - Permanently removes the ticket (confirmation required)
  • Run Flow - Launch a flow to automate work on this ticket

Linking Sessions to Tickets

One of Sciorex's most powerful features is the ability to link AI conversations directly to tickets. This creates complete traceability of all work done.

How It Works

  1. From Chat View: When you start a conversation, you can select an associated ticket
  2. Session records: All messages, tool uses, and outputs are captured
  3. Ticket linkage: The session appears in the ticket's Sessions tab
  4. Activity tracking: Agent start/complete/fail events are recorded in ticket history

Session Types

TypeDescriptionView Location
Chat SessionManual conversation with AIChat page
Agent SessionAutomated agent run with tool useAgent Runs page
Archived SessionPast session (no longer active)Modal viewer

Viewing Linked Sessions

From the ticket detail:

  1. Click the Sessions tab
  2. See all linked sessions sorted by most recent
  3. Click any session to view its full content

The session card shows:

  • Type indicator (Agent or Chat)
  • Title or first message preview
  • Last updated date
  • Message count
  • Archived status

Archive of Sessions

Archived sessions are historical records of completed or abandoned AI interactions. They remain linked to their tickets for future reference.

Archive Features

  • Full message history - All user and AI messages
  • Tool execution logs - What tools were called and their results
  • Timestamps - When each action occurred
  • Link preservation - Always accessible from the linked ticket

Accessing Archived Sessions

Archived sessions can be accessed:

  1. From the ticket's Sessions tab (marked with "Archived" badge)
  2. From the Agent Runs history
  3. From the Chat session history

When you click an archived session, it opens in a modal viewer that shows:

  • Complete conversation history
  • Tool calls and results
  • Final status (completed, failed, cancelled)

Subtasks

Subtasks allow you to break tickets into smaller, trackable items.

Managing Subtasks

From the ticket detail panel:

Adding Subtasks

  1. Click + Add subtask below the subtask list
  2. Type the subtask title
  3. Press Enter or click Add

Completing Subtasks

  • Click the checkbox next to any subtask
  • The progress bar updates automatically
  • Completion is recorded in the activity timeline

Removing Subtasks

  • Hover over a subtask
  • Click the ✕ button that appears

Progress Tracking

The subtask section shows:

  • Progress bar - Visual fill based on completion percentage
  • Counter - e.g., "3/5" meaning 3 of 5 complete

On ticket cards in the Kanban board, a mini progress bar shows the same information.


Relationships

Tickets can have relationships with other tickets to model dependencies and associations.

Blocked By

Use "Blocked By" when this ticket cannot proceed until another ticket is completed.

Example: Bug fix T-015 is blocked by T-012 (the root cause investigation).

Visual indicator: Tickets with blockers show:

  • A red left border on the Kanban card
  • A warning icon (⚠️) in the bottom-left

Use "Related To" for general associations without dependency:

  • Reference tickets
  • Similar issues
  • Related features

Adding Relationships

  1. Open the ticket detail panel
  2. Scroll to the Relationships section
  3. Click + Add next to "Blocked By" or "Related To"
  4. Enter the ticket ID (e.g., T-003)
  5. Press Enter or click Add

Removing Relationships

  1. Hover over the relationship
  2. Click the ✕ button

Ticket Types

Choose the appropriate type to categorize your work:

TypeIconUse For
FeatureNew functionality or enhancements
Bug🐛Defects and issues to fix
Task📋General work items
Research🔬Investigation, analysis, discovery
Documentation📄Docs, guides, comments
Refactor🔧Code improvements without behavior change

Default Type

When creating tickets without specifying a type, Task is used as the default.


Priority Levels

Priority helps you focus on what matters most:

PriorityColorUrgency
Critical🔴 RedBlocker, needs immediate attention
High🟠 OrangeImportant, should be done soon
Medium🟡 YellowNormal, can be scheduled
Low⚪ GrayMinor, nice to have

Visual Indicators

  • Priority appears as a colored dot on ticket cards
  • Higher priorities sort first within each Kanban column
  • Filter by priority using the board filter dropdown

Customizing Ticket & Epic IDs

You can customize the naming convention for tickets and epics to match your team's preferences.

Accessing Settings

  1. Click the ⚙️ Settings icon in the sidebar (or press Ctrl/Cmd + ,)
  2. Select the Tickets category from the sidebar
  3. Find the Ticket Configuration section

Available Options

Ticket Prefix

The prefix used for ticket IDs. By default, this is T, resulting in IDs like T-001, T-002, etc.

Examples of custom prefixes:

  • TASKTASK-001, TASK-002
  • ISSUEISSUE-001, ISSUE-002
  • ##-001, #-002
  • Your project abbreviation: APPAPP-001

Maximum Length

Prefixes can be up to 5 characters long.

Epic Prefix

The prefix used for epic IDs. By default, this is E, resulting in IDs like E-001, E-002, etc.

Examples:

  • EPICEPIC-001
  • PRJPRJ-001
  • MILESTONEMILEST-001 (truncated to 5 chars)

Auto-Increment Start Number

The starting number for newly created tickets and epics. Default is 1.

Change this if you:

  • Are migrating from another system with existing IDs
  • Want to continue numbering from a specific point
  • Prefer a different starting number (e.g., 100)

How to Change

  1. Open SettingsTickets
  2. Modify the Ticket Prefix field (e.g., change T to TASK)
  3. Modify the Epic Prefix field (e.g., change E to EPIC)
  4. Optionally adjust the Auto-increment Start Number
  5. Click Save at the bottom of the settings panel

Important Notes

Existing Tickets

Changing the prefix does not rename existing tickets. Only new tickets will use the new prefix. Your existing T-001 will remain T-001.

File Names

The YAML file names in .sciorex/tickets/ will also reflect the new prefix for new tickets (e.g., TASK-001.yaml).

Configuration File

These settings are stored in your workspace configuration and can be changed in Settings → Tickets.

See the full Settings Reference for all ticket options.


Data Storage

Sciorex stores all ticket data locally in your project's .sciorex/ directory.

File Structure

.sciorex/
├── tickets/
│   ├── T-001.yaml        # Individual ticket files
│   ├── T-002.yaml
│   └── ...
├── epics/
│   ├── E-001.yaml        # Individual epic files
│   └── ...
├── sessions/
│   ├── session-abc123.json   # Session data with messages
│   └── ...
└── config/
    └── settings.yaml     # Project-level settings

Ticket File Format

Each ticket is stored as a YAML file:

yaml
# .sciorex/tickets/T-001.yaml
id: T-001
title: Implement user authentication
description: |
  Add login/logout functionality with JWT tokens.
  Must support OAuth providers.
type: feature
priority: high
status: in_progress
labels:
  - backend
  - security
epicId: E-001
parentId: null
blockedBy: []
relatesTo:
  - T-002
subtasks:
  - id: sub-001
    title: Design API endpoints
    completed: true
    completedAt: "2024-12-06T10:30:00Z"
  - id: sub-002
    title: Implement JWT middleware
    completed: false
    completedAt: null
assignedFlowId: null
lastSessionId: session-abc123
createdAt: "2024-12-01T09:00:00Z"
updatedAt: "2024-12-06T15:45:00Z"
completedAt: null
history:
  - timestamp: "2024-12-01T09:00:00Z"
    action: created
    details: {}
    actor:
      type: user
      id: default
  - timestamp: "2024-12-05T14:00:00Z"
    action: status_changed
    details:
      from: backlog
      to: in_progress
    actor:
      type: user
      id: default

Epic File Format

yaml
# .sciorex/epics/E-001.yaml
id: E-001
title: User Management System
description: Complete user auth and profile management
status: in_progress
createdAt: "2024-12-01T08:00:00Z"
updatedAt: "2024-12-06T15:45:00Z"
completedAt: null

Version Control

The .sciorex/ directory can be committed to Git. This allows team collaboration and history tracking with standard Git workflows.


Dashboard Integration

Tickets integrate with the Sciorex dashboard to provide an overview of your work.

Quick Access List

The dashboard shows your most recently updated items, including:

  • Recent tickets with their current status
  • Active flows
  • Configured agents

Each item displays:

  • Type icon (ticket, flow, or agent)
  • Title
  • Current status badge
  • Time since last update

Click any item to navigate directly to it.

Stats Cards

Dashboard stats may include ticket metrics such as:

  • Total Tickets - Overall count with breakdown by status
  • In Progress - Active work items
  • Completed This Week - Recent accomplishments
  • Blocked Tickets - Items needing attention

From the dashboard, you can:

  • Click "View All" on any section to go to the full view
  • Click individual items to open their details
  • See change indicators (+/- since last period)

Real-Time Updates

Sciorex automatically watches for changes to ticket files and updates the UI in real-time.

How It Works

  1. File Watching: The application monitors the .sciorex/ directory
  2. Change Detection: When a .yaml file is modified, created, or deleted
  3. Automatic Refresh: The ticket board reloads affected data
  4. UI Update: New data appears without manual refresh

Scenarios

Change TypeResult
Edit ticket in external editorBoard updates automatically
Git pull with ticket changesBoard refreshes on file change
Another process modifies filesChanges appear in UI
Create ticket via fileTicket appears on board

Subscription Events

The UI subscribes to these events:

  • ticket category changes → Ticket list reload
  • epic category changes → Epic list reload
  • config category changes → Full configuration reload

External Edits

If you edit .yaml files directly, ensure they remain valid YAML. Invalid syntax will cause load errors.


Troubleshooting

Common Issues

Tickets Not Loading

Symptoms: Board shows loading spinner indefinitely or displays error.

Solutions:

  1. Check that .sciorex/ directory exists in your project
  2. Verify YAML files are valid (no syntax errors)
  3. Check console for specific error messages
  4. Try reloading the application

Drag and Drop Not Working

Symptoms: Tickets don't move when dragged between columns.

Solutions:

  1. Ensure you're dragging to a valid status transition
  2. Check if the ticket has blockers (blocked tickets may have restricted transitions)
  3. Verify you have write access to the ticket file

Sessions Not Appearing

Symptoms: Linked sessions don't show in the Sessions tab.

Solutions:

  1. Ensure the session has linkedTicketId set correctly
  2. Check that the session file exists in .sciorex/sessions/
  3. Try switching tabs and back to trigger a reload

Changes Not Persisting

Symptoms: Edits seem to save but revert after refresh.

Solutions:

  1. Check file permissions on .sciorex/ directory
  2. Look for error notifications in the UI
  3. Check console for IPC errors
  4. Verify disk space is available

Filters Not Working

Symptoms: Filtering doesn't narrow down the ticket list.

Solutions:

  1. Click "Clear" to reset all filters
  2. Check that filtered values actually exist in your tickets
  3. Search terms must match title, description, or ID

Error Messages

ErrorMeaningSolution
"Failed to load tickets"IPC call failedRestart application
"Ticket not found"Missing .yaml fileCheck file exists
"Invalid status transition"Workflow rule violationUse allowed transitions
"Failed to create ticket"Write permission issueCheck directory permissions

Getting Help

If issues persist:

  1. Check the application logs in the Settings → Debug panel
  2. Report issues on GitHub
  3. Join the community Discord

Keyboard Shortcuts

ShortcutActionContext
EscapeClose ticket detail panelWhen panel is open
Ctrl/Cmd + ,Open SettingsGlobal

Future Shortcuts

More keyboard shortcuts are planned for a future release, including quick navigation between tickets and rapid status transitions.


Best Practices

Ticket Management

Keep tickets focused

Each ticket should represent a single, deliverable piece of work. If a ticket feels too large, break it into subtasks or split it into multiple tickets.

Write clear titles

Use descriptive, action-oriented titles. "Fix login bug" is better than "Bug #42".

Add context in descriptions

Include acceptance criteria, steps to reproduce (for bugs), or technical requirements. This helps AI agents understand the task better.

Using Epics

Use epics for themes

Group related tickets under epics to track larger initiatives. This makes reporting and progress tracking much easier.

Clean up completed epics

When all tickets in an epic are done, mark the epic as completed to keep your workspace organized.

Session Linking

Link your sessions

Always link AI conversations to relevant tickets. This creates an invaluable record of research, decisions, and implementation details.

Review session history

Before starting new work on a ticket, review linked sessions to understand previous context and decisions.

Workflow Tips

Update status regularly

Move tickets through the Kanban board as work progresses. This keeps the board accurate and helps you see the true state of your project.

Use blockers wisely

Only mark tickets as blocked when there's a genuine dependency. Overusing blockers creates unnecessary complexity.


Next Steps

Released under the MIT License.