Skip to content
← All case studies
Strategy · Product case study

Linear: Choose the workflow, so teams don’t have to.

Linear built a project tool with strong defaults and published the working method behind it. Explore when choosing for your users beats letting them configure everything, and what that choice asks of you.

See the idea in one picture ↓
method published
30 Jun 2020
cycles, the most common
2-week
per issue and project
1 owner

Figures as reported by the company.

Independent educational analysis. Scenarios, people, numbers and illustrations on this page are original PMcademy practice material, not company research results or an endorsement.

The tension

A blank canvas is also a chore.

Before

Every team invents its own workflow

After

One clear way of working, built in

Read the analysis

Imagine your product can be set up any way a team likes: custom states, custom fields, custom rules. Every team says it wants that freedom. A year later each team works differently, nobody can read another team’s board, and someone spends Fridays maintaining the tool. The product question is not only how much flexibility to offer. It is who pays for the decisions you leave open.

The person

Build for the person doing the work.

NNiaEngineer who wants to ship the next task
The moment

“Let me do the work. The report should write itself.”

Needs
  • The next task, clearly
  • Less busy work
Blocked by
  • Fields only managers read
  • A board nobody else understands
Go deeper · LessonWhat the sprint is actually for
Read the analysis

Our fictional learner, Nia, is an engineer who wants to pick up the next task and get it done. Her manager wants status reports. A tool designed around reports asks Nia to fill in fields she never reads. A tool designed around her work makes the report a by-product of doing it. Ask whose job your product makes easier first, and whose job it quietly makes harder.

The idea in one picture

Defaults instead of a blank canvas

Team AInboxTriageDoingReviewQADoneBacklogTodoIn progressDoneTeam BNewNextWIPBlockedShippedBacklogTodoIn progressDoneTeam CIdeaSpecDevTestStagingLiveClosedBacklogTodoIn progressDoneEvery team invents its own workflowOne set of defaults everyone can readCycle 1 · 2 weeksCycle 2Unfinished work rolls into the next cycle on its own
  1. 1Everyone invents

    When every team designs its own workflow, nobody can read anyone else’s board.

  2. 2Shared defaults

    One clear set of states makes work readable across teams from day one.

  3. 3A built-in rhythm

    Work runs in short cycles, and unfinished issues roll forward on their own.

Animated illustration. Names, numbers and people are fictional teaching material.

The mechanism

Make the good path the default path.

Change one thing · Practice model
Team ATeam BTeam C
Configure everything: 3 teams, 3 different workflows and an afternoon of setup each in this model. Nobody can read another team’s board.

Illustrative data and simplified behaviour. This model does not represent a live company system or measured company results.

Go deeper · LessonTickets that carry the problem
Read the analysis

Use the model below to compare three set-ups. In the first, every team configures its own workflow from scratch. In the second, the product offers sensible defaults that teams can change. In the third, the product builds a way of working into its structure, such as short cycles where unfinished work rolls forward on its own. Notice how setup time and consistency change. The numbers in the model are illustrative.

The trade-off

Opinions win fans and lose some deals.

You gain
  • Faster setup
  • Readable across teams
  • Loyal fans
You give up
  • Wrong for some teams
  • Lost sales checklists
  • Pressure to add options
Read the analysis

A product with strong opinions is faster to adopt and easier to keep tidy, and the people who agree with it become loyal. It will also be wrong for some teams, and those teams may leave or never sign up. Flexibility wins more checklists in a sales process and pushes the cost of design onto every customer. Decide which opinions are core to your product and which should bend.

The evidence

Write the opinion down where people can argue with it.

What Linear says

Linear published its method: build for creators, avoid workflow chaos, work in cycles.

What it cannot prove

That opinionated tools suit every team or grow faster.

What you would measure
  • Time for a new team to start
  • Defaults changed first
  • Teams still active after a year
Go deeper · LessonSaying no in writing
Read the analysis

Linear published its method alongside the product, so people could see the reasoning behind the defaults before adopting them. A published method sets expectations and attracts users who share them. It is also Linear’s own account, not proof that its approach suits every team. In your project, look for evidence in behaviour: how long new teams take to start, how often they change the defaults and what they change first.

Your decision

Which choices will you make for your users?

Your fictional team is building a tool for school teachers to plan lessons. Some teachers want a fixed weekly template. Others want to design their own. Choose what the product decides by default, what teachers can change and what they cannot. Explain the evidence that would make you loosen or tighten one of those choices.

Choose a next move

Make it yours

Leave with a defaults charter.

Your artifact

Write a defaults charter: the decisions you make for users, the ones you suggest, the ones you leave open, and the reason for each.

Prompt worth stealing

Critique my project artifact using only the evidence I provide. Write a defaults charter: the decisions you make for users, the ones you suggest, the ones you leave open, and the reason for each. Separate observed facts, assumptions, proposed tests and missing evidence. Identify a failure mode and a cheap check. Do not invent company results or user research. Ask for my artifact before starting.

Read the analysis

List the decisions your users must make to get value from your product. Mark which ones you will make for them, which you will suggest, and which you will leave open. For each default, write the reason in one sentence a user could read. Add the behaviour you will measure to check the defaults help, and the signal that would tell you an opinion is costing you the wrong customers.

Keep reading

More product management case studies

See all 18 case studies