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docs/agents/github-backlog/using-together.md

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1---
2title: Using Workflows Together
3description: Connect discovery, triage, sprint planning, and execution into a complete backlog management pipeline
4author: Microsoft
5ms.date: 2026-02-12
6ms.topic: tutorial
7keywords:
8 - github backlog manager
9 - workflow pipeline
10 - github copilot
11 - backlog management
12estimated_reading_time: 8
13---
14
15Each backlog manager workflow handles one phase of issue management. Connecting them creates a pipeline that takes issues from discovery through execution, with structured handoffs ensuring nothing falls through the cracks.
16
17## The Pipeline
18
19```text
20┌───────────┐ ┌────────┐ ┌─────────────────┐ ┌───────────┐
21│ Discovery │ ──→│ Triage │ ──→│ Sprint Planning │ ──→│ Execution │
22└───────────┘ └────────┘ └─────────────────┘ └───────────┘
23 ↑ │
24 └──────────────── Iterate ─────────────────────────────┘
25```
26
27The pipeline is linear but not rigid. Skip sprint planning when you only need to apply labels. Return to discovery after execution when new issues surface. Each workflow reads its predecessor's output files, so the pipeline works as long as the handoff artifacts exist.
28
29## Clear Context Between Workflows
30
31Each workflow operates within its own session context. Mixing workflows in a single session produces unreliable results because the agent carries forward assumptions from the previous workflow.
32
33Between each workflow:
34
351. Type `/clear` to reset the conversation context
362. Attach or reference the output files from the previous workflow
373. Start the next workflow with a fresh prompt
38
39This is the single most important practice for reliable pipeline execution. The `/clear` step takes seconds and prevents hours of debugging misapplied labels or incorrect milestone assignments.
40
41> [!IMPORTANT]
42> The `/clear` step between workflows is not optional. Each workflow loads specific instruction files and planning artifacts. Stale context from a previous workflow interferes with the current workflow's classification logic.
43
44All GitHub-facing comments (issue replies, label rationale, duplicate explanations) follow the voice and tone rules defined in `community-interaction.instructions.md`. This instruction file loads automatically when the backlog manager agents operate, so you do not need to configure it separately.
45
46## End-to-End Walkthrough
47
48This walkthrough covers a realistic pipeline run for a repository with accumulated issues that have not been reviewed.
49
50### Step 1: Discover Issues
51
52Start with a scoped discovery pass:
53
54```text
55Discover all open issues in microsoft/hve-core that are unassigned
56and don't have a milestone. Include issues labeled "needs-triage".
57```
58
59Discovery produces analysis files in `.copilot-tracking/github-issues/discovery/hve-core/`. Review the issue analysis to confirm the scope is correct before proceeding.
60
61### Step 2: Clear and Triage
62
63```text
64/clear
65```
66
67Then start triage:
68
69```text
70Triage the issues from my latest discovery session for microsoft/hve-core.
71Flag duplicates with confidence scores and suggest labels using the
72standard taxonomy.
73```
74
75Review the triage plan at `.copilot-tracking/github-issues/triage/<YYYY-MM-DD>/triage-plan.md`. Adjust any label suggestions or duplicate flags before continuing.
76
77### Step 3: Clear and Plan
78
79```text
80/clear
81```
82
83Then plan the sprint:
84
85```text
86Plan sprint assignments for microsoft/hve-core using the triage results.
87Assign high-priority bugs to the v2.1 milestone and enhancements to v2.2.
88```
89
90Review the sprint plan and handoff file. Adjust milestone assignments for any issues where the automatic mapping doesn't fit.
91
92### Step 4: Clear and Execute
93
94```text
95/clear
96```
97
98Then execute:
99
100```text
101Execute the sprint planning handoff for microsoft/hve-core. Apply all
102checked operations in the handoff file.
103```
104
105Check the execution log for any skipped operations or state conflicts.
106
107### Step 5: Iterate
108
109Review the execution results. If new issues were discovered during the process, or if some operations were skipped due to conflicts, return to discovery or triage for another pass.
110
111## Planning File Lifecycle
112
113Planning files move through three states during the pipeline:
114
115| State | Location | Created By | Consumed By |
116|---------------|-------------------------------------------|-----------------|-------------|
117| Analysis | `discovery/<scope>/issue-analysis.md` | Discovery | Triage |
118| Triage Plan | `triage/<YYYY-MM-DD>/triage-plan.md` | Triage | Execution |
119| Sprint Plan | `sprint/<milestone-kebab>/handoff.md` | Sprint Planning | Execution |
120| Execution Log | `<planning-type>/<scope>/handoff-logs.md` | Execution | User review |
121
122Files are created once and updated in place. The execution workflow marks checkboxes in handoff files as it processes each operation, providing a built-in audit trail.
123
124## Iteration Model
125
126Most backlogs require multiple passes through the pipeline. The iteration model supports this with three patterns:
127
128* Full cycle: Run all four workflows when starting a new sprint or onboarding a new repository
129* Triage-execute: Skip sprint planning when applying label corrections or closing duplicates
130* Discovery-only: Run discovery periodically to monitor for new issues without immediate action
131
132Each pass produces independent output files scoped by date and target, so previous results are preserved for comparison.
133
134## Artifact Summary
135
136| Workflow | Input | Output | Key File |
137|-----------------|------------------|---------------------------------------|---------------------|
138| Discovery | Repository scope | Issue inventory and recommendations | `issue-analysis.md` |
139| Triage | Discovery output | Label suggestions and duplicate flags | `triage-plan.md` |
140| Sprint Planning | Triage output | Milestone assignments and sequencing | `handoff.md` |
141| Execution | Handoff files | Applied changes and operation log | `handoff-logs.md` |
142
143## Quick Reference
144
145| Task | Workflow | Prompt Example |
146|-----------------------------|--------------------|--------------------------------------------------|
147| Survey open issues | Discovery | "Discover open issues assigned to me" |
148| Assign labels to new issues | Triage | "Triage issues from my latest discovery" |
149| Find and close duplicates | Triage + Execution | "Check for duplicates and close confirmed ones" |
150| Plan the next sprint | Sprint Planning | "Plan sprint assignments for the v2.1 milestone" |
151| Apply all recommendations | Execution | "Execute the triage handoff" |
152| Full backlog review | All four workflows | Run each in sequence with `/clear` between them |
153
154---
155
156<!-- markdownlint-disable MD036 -->
157*🤖 Crafted with precision by ✨Copilot following brilliant human instruction,
158then carefully refined by our team of discerning human reviewers.*
159<!-- markdownlint-enable MD036 -->
160