Industry guide

Software teams

Here’s how a small software team plans, builds, and ships in Worklynq — with AI agents picking up tickets alongside the team. The example is a five-person team building a Customer portal.

Recommended setup

Business typeSoftware
IndustrySoftware and tech
Work is organized byProducts — one for each product you build and release
ModulesEvery module except Approvals (which you can turn on): Tickets, Projects, Operations, Team Board, Roadmaps, Product Releases, Dashboards & Reports, AI Search, AI Agents, Spaces, Knowledge Library, and Customer Experience. Turn off what you don’t use.
Ticket typesEpic, Story (under Epic), Task, Sub-task, Bug, Spike, Incident, Feature Request
ConnectionsGitHub, then Claude and/or Cursor

You’ll pick all of this during setup, and you can change any of it later.

A week in Worklynq

  1. Mon

    Sprint planning

    The team picks stories from the backlog on the Team Board for this sprint. Each Story sits under an Epic on the roadmap, so it’s clear what each piece of work is for.

  2. Tue

    Hand a bug to Claude

    A Bug comes in: the date picker shows the wrong month. The developer clicks Hand this ticket to Claude, adds “check the timezone handling”, and goes back to their own work. Claude’s progress, summary, and files changed appear on the ticket.

  3. Wed

    Review the pull request

    Claude’s pull request is ready, opened by Worklynq. The developer reviews it in GitHub, asks for one change, and merges. The ticket moves to Done.

  4. Thu

    Automate the small stuff

    The team adds an automation: any Bug that reaches a chosen stage goes to an AI agent automatically. Small fixes stop piling up.

  5. Fri

    Release

    The release brings together the sprint’s stories and fixes. Readiness shows what’s still blocking it, release notes are written next to the work, and it ships.

  6. Anytime

    Ask about the product

    A new teammate asks AI Search, “Why did we switch the login provider?” and gets the answer from the decision doc in Knowledge Center, with a link.

Tips

  • Write tickets the way you would for a new teammate — agents work best with a clear problem, where to look, and how to know it’s done.
  • Start agents on small, well-defined tickets and grow from there. Every change still comes back as a pull request your team reviews.
  • Set session limits in Developer Connections so a stuck agent stops on its own.
  • Connect Claude Code or Cursor to Worklynq itself (see Connect your AI) so you can look up, create, and update tickets without leaving your editor.
  • Keep architecture notes and decisions in Knowledge Center; AI Search and AI agents use them to answer in your team’s terms.

Next: Getting started · All modules

Last updated: October 25, 2026. Questions? info@cohesync.com