Linear

Linear integration in Lleverage enables you to automate issue tracking and project management workflows directly with your Linear workspace. Create, update, and manage issues while maintaining team coordination and project progress tracking seamlessly within your automated processes.

Key Features

  • Issue management - Create, update, and track issues with detailed properties

  • Team coordination - Manage team assignments and issue ownership

  • Project organization - Work with teams, projects, and issue states

  • Advanced search - Find issues using filters, labels, and status criteria

  • Status tracking - Monitor issue progress through workflow states

  • Label system - Organize and categorize issues with labels

  • Archive handling - Manage archived issues and historical data

  • Flexible filtering - Advanced filtering options for issue retrieval

Key Linear Concepts

Understanding Linear Structure

  • Team: Group of people working together, containing projects and issues

  • Issue: Individual work item, bug report, or task within a team

  • Project: Collection of related issues and milestones within a team

  • State (Status): Current stage of an issue (Backlog, In Progress, Done, etc.)

  • Assignee: Team member responsible for working on and completing an issue

  • Labels: Tags used to categorize and organize issues by type, priority, or theme

  • Archive: Storage for completed or inactive issues to maintain workspace clarity

Issue Properties

  • Title: Brief description of the issue or task

  • Description: Detailed explanation of the issue, requirements, or context

  • Team: Which team owns and is responsible for the issue

  • State/Status: Current progress stage of the issue

  • Project: Associated project or milestone grouping

How to Add Linear Integration

  1. Open the Add Action menu using one of three methods:

    • Click the "Add Action" button in the top left corner

    • Click on a connection circle on an existing action card

    • Click and drag from one action to create a connection

  2. Navigate to Linear integration:

    • Select "External Apps" from the categories

    • Search for "Linear" in the provider list, or

    • Scroll down to find Linear in the alphabetical list

  3. Click on Linear to view available actions

  4. Select your desired Linear action from the available options

How to Connect Your Linear Account

Initial Setup

  1. Click "Connect Linear Account" in any Linear action

  2. Follow the Linear authentication process

  3. Grant necessary permissions for team and issue access

  4. Your connected account will be available across all Linear actions

💡 Permissions: Ensure you grant appropriate permissions for the teams and projects your workflows need to access.

How to Configure Linear Actions

How to Manage Issues

Create Issue

  1. Connect your Linear account

  2. Select Team from dropdown where the issue should be created

  3. Enter Title for the new issue

  4. Configure optional properties:

    • Project: Associate issue with specific project or milestone

    • Description: Add detailed context and requirements

    • Assignee: Assign responsibility to a team member

    • State (Status): Set initial issue status

    • Labels: Add categorization tags

💡 Use case: Automatically create issues from bug reports, generate tasks from form submissions, or establish work items from workflow triggers with complete context and team assignments.

Update Issue

  1. Connect your Linear account

  2. Select Team from dropdown

  3. Choose Issue to modify from dropdown

  4. Configure optional properties:

    • Title: Change issue title

    • Description: Update issue details and context

    • Team: Move issue to different team

    • State (Status): Update progress status

    • Assignee: Change issue ownership

💡 Use case: Update issue progress based on external system changes, modify assignments when team roles change, or synchronize issue status with workflow completion.

Get Issue

  1. Connect your Linear account

  2. Select Issue from dropdown to retrieve detailed information

💡 Use case: Retrieve current issue details for workflow decisions, get issue status for reporting, or extract issue data for integration with other systems.

How to Search and Find Issues

Search Issues

  1. Connect your Linear account

  2. Select Team from dropdown to limit search scope

  3. Configure optional properties for advanced filtering:

    • Project: Limit search to specific project

    • Query: Text search across issue titles and descriptions

    • State (Status): Filter by current issue status

    • Assignee: Find issues assigned to specific team member

    • Labels: Filter by issue categorization tags

    • Order By: Sort results by specific criteria

    • Include Archive: Include archived issues in search results

💡 Use case: Locate issues for automated updates, find work items matching specific criteria, or generate reports on issues meeting particular conditions.

How to Manage Teams

Get Team

  1. Connect your Linear account

  2. Retrieves information about teams accessible to your account

💡 Use case: Audit team structure, retrieve available teams for issue assignment, or get team metadata for workflow decisions.

Understanding Issue States and Workflow

State Management Linear uses customizable workflow states to track issue progress:

  • Backlog: Issues waiting to be started

  • In Progress: Issues currently being worked on

  • In Review: Issues pending review or approval

  • Done: Completed issues

  • Canceled: Issues that won't be completed

💡 Custom States: Teams can create custom states that match their specific workflow needs.

Status Tracking

  • Issues move through states as work progresses

  • State changes can trigger workflow automations

  • Status provides visibility into team progress and bottlenecks

Important Considerations

  • Teams are the primary organizational unit containing issues and projects

  • Issues belong to specific teams and can be moved between teams

  • States (Status) represent workflow progress and are customizable per team

  • Labels provide flexible categorization beyond team and project structure

  • Archive functionality helps maintain workspace clarity while preserving history

  • Search functionality supports both simple queries and advanced filtering

  • Projects group related issues but issues can exist without project association

⚠️ Team Selection: Always select the appropriate team first, as this determines available issues, projects, and workflow states.

How Linear Actions Work in Your Workflow

  1. Add the appropriate Linear action based on your issue tracking needs

  2. Connect your Linear account securely

  3. Configure required fields (team, issue details, search criteria, etc.)

  4. Set optional properties for advanced functionality and filtering

  5. Connect the action to other workflow steps as needed

  6. When the workflow runs, the Linear action will execute the specified operation

  7. Issue and team data become available as variables for subsequent workflow actions

Common Workflow Patterns

Automated Issue Management

  • Create issues automatically from external triggers (bug reports, feature requests)

  • Update issue status based on development pipeline progress

  • Assign issues to team members based on expertise or availability

  • Move issues between teams when ownership changes

Progress Tracking and Reporting

  • Search for issues meeting specific criteria for progress reports

  • Monitor issue completion rates across teams and projects

  • Track issue assignment distribution and workload balance

  • Generate status updates based on issue state changes

Integration with Development Workflows

  • Update issue status when code is deployed

  • Create issues from failed automated tests or monitoring alerts

  • Link issue progress to external project management systems

  • Synchronize issue data with other team collaboration tools

Team Coordination

  • Automatically assign issues based on team member specialization

  • Update issue descriptions with additional context from workflows

  • Search and filter issues for team planning and sprint management

  • Archive completed issues to maintain workspace organization

💡 Best Practice: Use Linear actions to seamlessly integrate issue tracking into your development and project management processes - from automated issue creation to progress tracking and team coordination across complex project workflows.

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