Knowledge Base

Specs and Work Items

Link a spec to the work items built from it, create those items straight from the spec, be offered them when a spec reaches a stage, find specs that still have none, and let an automation create them for you.

A spec describes what to build; work items track the building. Linking the two means anyone reading the spec can see the work it turned into, and anyone working an item can open the spec it came from.

A spec can link to any number of work items, and a work item to any number of specs. A link is a note about the spec, not a change to it: making or removing one never changes what the article says, adds nothing to its history, and never needs approval, even in a category where changes do.

Links are for your team only. Your clients never see them; see What your clients see.

On the spec: the Work items panel

Open the article in the editor. The Work items panel in the right-hand column lists every work item the spec links to, newest link first, and its header counts them (2 items). Each row shows the item's number and title, and Archived when the item has been archived.

  • Click an item's number to open it in a drawer over the spec.
  • Click the × at the end of a row (Remove the link to I123) to remove that link. The work item itself is untouched.

Until the spec has a link, the panel says No work items linked yet.

On the work item: the Specs section

Open a work item. When it is linked to at least one spec, its drawer ends with a Specs section (1 spec, 2 specs) listing each spec's title and its state: draft, published or archived. Click a title to open the spec in the article editor.

The section is read-only: links are made and removed on the spec. It shows only to people who hold a Knowledge Base permission, and only when there is something to show.

Linking a spec to existing work items

  1. Open the spec in the article editor.
  2. In the Work items panel, click Link work item.
  3. Find the item and select it. Only work items can be chosen, not workstreams.

The link appears at the top of the panel, and in the item's Specs section, straight away. Linking an item that is already linked changes nothing.

You need Create knowledge-base articles and must be able to open both the spec and the work item. You do not need to be able to edit the spec's words: a link is not an edit. See Who can do what.

Creating work items from a spec

When the work is not in DevStride yet, create it from the spec. Every item made this way is linked to the spec as it is created.

  1. In the Work items panel, click Create work items.
  2. Under Titles, type one work item per line, up to 20 at a time. The counter beside the label shows how many you have (3 of 20).
  3. Under Create under, choose a workstream or parent item for them to go in.
  4. Under Item type, choose the type, or leave Default type for your workspace's default.
  5. Click Create 3 work items (the button counts your titles).

The new items are created in the order you typed them, exactly as if you had added each one by hand, so the usual rules apply: you need to be able to add items under the parent you chose, and the type must be one that can go there.

If the spec's stage names a work type, that type is used. The Item type box is locked to it, and a note says so: Specs in Ready for development create Story items. You set the work type for each stage under Spec stages. If that type has since been archived, nothing is created and the dialog says The work type this spec's stage requires is archived or no longer exists; pick another type for the stage first.

If some titles fail, the rest are still created. The dialog stays open with only the titles that were refused, each with its reason in red. Fix what the reason names (a different parent, say) and click the button again. The items that were created are already in the Work items panel.

Creating work items needs Create knowledge-base articles and Create Items And Workstreams. Without both, the Create work items button does not appear.

When a spec reaches a stage

When you move a spec into a stage that names a work type, and the spec has no work items yet, the editor asks straight away: Create its work items? This spec is now Ready for development. Create its work items?

The dialog is the same one as above, with the stage's work type already fixed. Fill in the titles and parent and create them, or click Not now to leave it for later; the Create work items button stays in the Work items panel.

The question is asked only:

  • when you change the stage in the editor (a stage set by someone else, by the AI Assistant or through the API never prompts),
  • when the new stage names a work type,
  • when the spec has no linked work items you can see, and
  • when you could create the items yourself (Create knowledge-base articles and Create Items And Workstreams).

Finding specs that still need work items

On Manage articles, click No work items, the last button in the All / Draft / Published / Archived group. The list then shows only articles with no linked work items. Click it again to show everything. Unlike the state buttons, it is an on/off switch, so it works together with whichever state you pick.

It combines with the other filters. Choose a stage as well to answer "which specs are ready for development but have nothing built yet?" It also works while you search. When nothing is left, the list says Every spec here already has work items.

A few things to know:

  • A link to a work item that has since been deleted no longer counts, so the spec appears again. A link to an archived item still counts.
  • A link counts even when it is to a work item you cannot read. Such a spec is left out of the filtered list, although its Work items panel looks empty to you.
  • Reordering articles by dragging is turned off while the filter is on: Clear the "No work items" filter to reorder articles.

Letting an automation create the work items

The Spec Reached a Stage automation trigger runs when a spec moves into a stage, so the work can be created, or the team told, without anyone opening a dialog.

  1. On Automate Workflows, click + Automation.
  2. Under 1. When this happens..., choose Knowledge Base → Spec Reached a Stage.
  3. Under When a spec reaches, choose the stage, or leave Any stage.
  4. Optionally add conditions: Spec Publish State (is equal to / is not equal to a state) and Spec Work Items (already exist / do not exist yet).
  5. Under 2. Then do this:, add a Create Work Item, Send Notification or Call Webhook action. These are the only actions offered, because the trigger hands over a spec, not a work item.
  6. Save it.

In the list, the rule reads When a spec reaches Ready for development.

It runs whenever a spec moves into the chosen stage, however the stage was set: in the editor, by the AI Assistant or through the API. Clearing a spec's stage never runs it.

Linking the new item back to the spec

On a Spec Reached a Stage automation, Create Work Item has an extra switch: Link the new item to the spec. It is on by default, so each item the automation creates appears in the spec's Work items panel. Switch it off to create the item without a link.

The item's title, type and place come from the action, as in any automation; the stage's work type does not apply to it. If the link cannot be made, the item is still created and the run in Run history says why the link was skipped.

Notifications and webhooks can include the spec's Spec Title, Spec Stage, Spec Previous Stage and Spec Id. The spec's text is never passed to an automation.

Who can switch one on

Saving a Spec Reached a Stage automation switched on needs Edit any member's knowledge-base articles (shown on the Permissions page as Manage All Kb Articles), as well as the usual automation permissions. The automation runs for every spec in the workspace, drafts and specs not shared with you included, and can send their titles on; this permission is the one that can already see them all.

People without it do not see Spec Reached a Stage in the trigger list. Anyone who can edit an existing one can still switch it off: a save that leaves the automation disabled is always allowed.

For the rest of the automation builder, see Setting up basic automations.

What your clients see

Nothing. Links are staff-only: the customer Help center never shows a spec's work items, and a client working on a spec draft cannot see or change them.

Using the DevStride MCP Server

AI assistants connected through the DevStride MCP Server can do the same work, with your permissions:

ToolWhat it does
list_kb_article_work_itemsThe work items a spec links to, and how each link was made: by hand, created from the spec, or by an automation.
list_work_item_kb_articlesThe specs a work item links to.
link_kb_article_work_itemsLink a spec to up to 50 existing work items at once. If any of them cannot be found or read, nothing is linked.
unlink_kb_article_work_itemRemove one link. The in-app AI Assistant always asks you to approve this call.
create_work_items_from_kb_articleCreate up to 20 work items under a parent, each linked to the spec, following the stage's work type exactly as the dialog does.

find_kb_articles with hasWorkItems: "false" finds the specs that have none yet.

Who can do what

ToYou need
See a spec's Work items panel, or a work item's Specs sectionAny Knowledge Base permission, plus access to the spec (and, for each item listed, permission to read it)
Link or unlink a work itemCreate knowledge-base articles, and access to the spec and the work item. Edit access to the spec is not needed
Create work items from a spec, or be offered them on a stage moveCreate knowledge-base articles and Create Items And Workstreams, plus the right to add items under the parent you choose
Switch on a Spec Reached a Stage automationEdit any member's knowledge-base articles, plus the automation permissions
Set a stage's work typeManage Knowledge Base Settings

See Knowledge Base permissions.