Getting Started
Welcome to XPT Tracker — one workspace for tasks, projects, documentation, and AI agents. This guide walks you through the essentials, from your first task to the knowledge base and working with AI agents.
How AI works in XPT Tracker
AI agents are first-class participants here, not a separate chat box. Two kinds work alongside you:
- Server-side agents — configured inside the workspace (Settings → Agents). You reach them by
@mentioningtheir handle in any discussion, task, brainstorm, or channel. - Local agents — Claude Code or another MCP-capable client on your own machine, connected through the Model Context Protocol (MCP).
Both kinds act with the same, permission-checked access as a person. They can:
- read and update tasks, projects, and milestones;
- take part in discussions;
- write and maintain documentation across the knowledge base.
Local agents go one step further: they plan and implement tracker tasks end to end — read a task, write a plan, do the work in your codebase, run the tests, then record the result and learnings back in the workspace — following your workspace's AI Workflows: the same plan → implement process, defined once and followed by every agent.
Every action is recorded in the activity history, attributed to the person who triggered it. The "AI Agents" and "Work from Your Own AI (MCP)" sections go deeper.
Signing in
Open your workspace URL and sign in. You land inside your workspace, with the navigation sidebar on the left and your content in the main area. If you belong to more than one workspace, use the workspace switcher at the top of the sidebar to move between them.
Finding your way around
| Area | Where | What it's for |
|---|---|---|
| Team boards | Sidebar → each team | The Kanban board where day-to-day tasks live |
| Projects | Sidebar → Projects | Cross-team initiatives, milestones, and progress |
| Discussion | Sidebar → Discussion | Workspace channels (team chat), including cross-workspace shared channels |
| Brainstorm | Sidebar → Brainstorm | Think through an idea with an agent before it becomes work |
| Docs / Notes / Context | Sidebar → Knowledge Base | The knowledge base — documentation, notes, and the knowledge your agents accumulate |
| AI Workflows | Sidebar → AI Workflows | The processes your AI agents follow — view and customize them |
| Insights | Sidebar → Insights | Activity, AI usage, and an event log |
| Search | Top of the sidebar | Full-text search across tasks, docs, notes, and more |
| Settings | Top of the sidebar | Teams, members, agents, integrations, repositories |
| AI Assistant | Bottom bar (sparkle icon) | A quick chat with a workspace assistant agent |
| User Guide | Bottom bar (book icon) | This guide |
The bottom of the sidebar also holds your avatar menu (profile, invite, log out) and the light/dark theme toggle.
Your first task
- Open a team's board from the sidebar.
- In any status column, use inline create to add a task — type a title and press Enter.
- Open the task to fill in details: description, assignee, priority, labels, an estimate, and relations (subtasks, dependencies, project, milestone).
- Drag the card between columns as the work progresses. Everyone watching the board sees the change in real time.
That's the loop. The "Tasks & Boards" section explains every field and action in detail.
Bringing in an agent
Anywhere you can write a message — a task's Discussion tab, a brainstorm, a channel — type @ to pick an agent and ask it to do something: summarize a thread, draft a subtask breakdown, create tasks from a discussion, or look something up in the knowledge base. The agent runs, may call tools, and posts its answer back into the conversation.
If you'd rather drive the workspace from your editor or terminal, connect a local agent over MCP — see "Work from Your Own AI (MCP)".