How Do You Turn a Backlog Opportunity into Delivery Work?
You create one Project from the opportunity so its customer evidence travels with it. Give the Project an owner, an overview in the customers' words, and success metrics. Then link it to one Linear project or Jira epic, so the team builds in their own tool while the evidence stays in Deck.
Why Customer Evidence Gets Lost Between the Backlog and Linear
The backlog says what customers want. The Linear ticket says βimprove exports.β Somewhere between the two, the quotes, the customer count, and the reason it ranked high fall away. Engineers build from a title, and nobody can trace the work back to the people who asked.
How Deck Keeps the Evidence on the Project
In Deck, a Project created from an opportunity links back to it and starts with that opportunity's insight evidence. You add the owner, the overview, and the success metrics on the Project. Then you link one Linear project or Jira epic. Deck refreshes status and owner from Linear or Jira daily, while the overview, evidence, and success metrics stay in Deck.
How to Turn an Opportunity into a Linear Project or Jira Epic in Deck
Run it yourself in Deck, or hand it to your AI agent. Same steps, same result.
- 01
Pick the Opportunity
Open Build β Opportunity Backlog and open a ranked opportunity. Check Related Work Items in its β― menu first. If a Project already exists, continue with that one instead of creating a second.
- 02
Create the Project from It
In the opportunity's β― menu, choose Create Project. Give it a short outcome title, such as βBulk export for admins,β and a one or two sentence description. Deck links the Project back to the opportunity and seeds it with the opportunity's insight evidence.
- 03
Set the Owner and Dates
Open the Project from Build β Projects. Fill in the owner, and set the status and target date in the Project header. Only use a target date the team agreed.
- 04
Write the Overview and Success Metrics
On the Overview tab, write the problem in the customers' words with two or three quotes from the Evidence tab, plus what is in and out of scope. On Success Metrics, write what must change in the feedback after release, such as fewer negative insights in the linked theme.
- 05
Link Linear or Jira
Open the Project's external handoff menu. Link an existing Linear project or Jira epic, or create a new one from the Project. Linear or Jira must first be connected in Settings β Integrations by an org admin.
- 06
Check the Handoff
Confirm the Project shows its evidence, the overview, the success metrics, and one external link. Back on the opportunity, Related Work Items now lists the Project.
Hand Off an Opportunity with Your AI Agent
Prefer Claude, ChatGPT, Cursor, or another MCP client? Paste this prompt. Your agent runs the same workflow through Deck MCP and checks with you before it changes anything.
You need
- Deck MCP connected to your agent
- Customer feedback already in Deck
Your agent starts with explore_opportunity_backlog.
Agent Prompt
Paste This into Your Agent
Use Deck MCP. Fetch and follow https://docs.getdeck.io/docs/agents/workflows/opportunity-to-delivery.md
Project Handoff Template
## Project- Title: [Short outcome, e.g. Bulk export for admins]- Opportunity: [Opportunity name] ([Deck impact score], [Deck count] insights)- Owner: [Name or none]- Initiative: [Initiative or none]- Target date: [Only a date the team agreed]## Overview- Problem: [One or two sentences in the customers' words]- Quote: "[Customer quote 1]"- Quote: "[Customer quote 2]"- In scope: [What ships]- Out of scope: [What does not]## Success metrics- [What must change in the feedback after release, e.g. fewer negative insights in [Theme]]## Handoff[ ] Evidence is attached to the Project[ ] Linked to one Linear project or Jira epic: [URL][ ] The opportunity lists the Project in Related Work Items