Tool Integration
HAI with Your Existing PM Tools
HAI works with any project management tool. The framework is the methodology, not the software. Below are specific setup instructions for popular tools, plus a general pattern you can adapt to anything.
General Pattern
These fields work in any PM tool. Add them as custom fields, labels, or database properties.
| Field | Type | Options | Required |
|---|---|---|---|
| Work Mode | Single select | AIHuman & AIHuman | Core |
| Involvement | Single select | LightEngagedIntensive | Core |
| Size | Single select | SMLXL | Core |
| Spec Quality | Single select | HighMediumLow | Core |
| Risk | Single select | LowMediumHigh | Optional |
| Confidence | Single select | LowMediumHigh | Optional |
| Phase | Single select | RequestResearchSpecImplementationReviewComplete | Optional |
Start with just Work Mode and Size if six fields feels like too much. Add Spec Quality next — it's the most valuable dimension for predicting delivery risk. Add the rest as you get comfortable.
GitHub Issues / Projects
Setup
- 1Create labels with hai: prefix: hai:ai-led, hai:collaborative, hai:human-led for work mode
- 2Create labels for size: hai:s, hai:m, hai:l, hai:xl
- 3In GitHub Projects, add custom fields: Involvement (single select), Spec Quality (single select), Risk (single select), Confidence (single select)
- 4Create a Project view grouped by Work Mode to see distribution
- 5Use issue templates with HAI assessment section pre-filled
Tips
- Labels work better than custom fields for work mode and size because they’re visible in issue lists without opening the project board
- Create a “HAI Distribution” view in Projects grouped by work mode label, with size as a column field
- Add a hai:needs-retro label to flag items that need retrospective before closing
Jira
Setup
- 1Create custom fields: Work Mode (select list), Involvement (select list), Size (select list), Spec Quality (select list)
- 2Add optional fields: Risk (select list), Confidence (select list)
- 3Add the custom fields to your issue screens (create, edit, view)
- 4Create a dashboard gadget filtering by Work Mode to see distribution
- 5Create a JQL saved filter: project = X AND 'Work Mode' = 'AI' for quick access
Tips
- Use field configuration schemes to make Work Mode and Size required on create
- Create a workflow post-function to prompt for retrospective data when transitioning to Done
- Board filter: show Spec Quality as a card color to spot low-spec items visually
Linear
Setup
- 1Create labels for work mode: AI-led, Collaborative, Human-led (use a label group called “HAI Mode”)
- 2Use Linear’s built-in priority or estimate fields for Size, or create custom properties
- 3Create a custom view filtering by HAI Mode labels
- 4Use project-level custom properties for Spec Quality, Risk, and Confidence
- 5Add HAI assessment block to issue templates
Tips
- Linear’s label groups keep HAI labels organized without cluttering other label categories
- Use cycle analytics to compare delivery speed across work modes over time
- Triage view: sort by Spec Quality to surface items that need specification investment before implementation
Notion
Setup
- 1Add database properties: Work Mode (select), Involvement (select), Size (select), Spec Quality (select)
- 2Add optional properties: Risk (select), Confidence (select), Phase (select)
- 3Create a “HAI Board” view grouped by Work Mode
- 4Create a “Spec Quality” view sorted by spec quality to surface items needing investment
- 5Add a Retrospective template linked to each work item
Tips
- Use Notion’s relation property to link work items to retrospective entries
- Create formula properties to flag risk zones: if Size is L or XL and Spec Quality is Low, show a warning
- Use the gallery view with Spec Quality as a card property for visual risk scanning
Spreadsheet (Minimum Viable)
No PM tool? A spreadsheet works. This is the minimum viable HAI implementation.
| Work Item | Mode | Involvement | Size | Spec Quality | Status | |------------------------|------------|-------------|------|--------------|-----------| | Spanish language support| Human & AI | Engaged | M | Medium | Research | | Fix login timeout | AI | Light | S | High | Complete | | Pricing strategy | Human | Intensive | L | Low | Spec |
Add Risk, Confidence, and Phase columns as you get comfortable. The spreadsheet approach works for solo practitioners and small teams. The framework is what matters, not the tooling.