Files
Bill Allred 1a128f071f Add session task tools for progress visibility
Integrate Claude Code's task tools (TaskCreate, TaskUpdate, TaskList)
into skills and agents to provide spinner updates during multi-step
operations like morning routines, weekly reviews, and batch processing.

- Add task tools to allowed-tools in daily, weekly, goal-tracking skills
- Add task tools to 4 agents (inbox-processor, weekly-reviewer, etc.)
- Create task-tracking.md rule with naming conventions and best practices
- Document progress patterns with concrete spinner output examples
- Update CLAUDE.md and README.md with progress visibility feature

Task tools are session-scoped progress indicators that complement (not
replace) the existing markdown checkbox system in daily notes.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2026-01-23 09:59:43 -08:00

3.0 KiB

paths
paths
**/*.md

Session Task Tracking Conventions

These conventions govern the use of Claude Code's session task tools (TaskCreate, TaskUpdate, TaskList) for providing progress visibility during multi-step operations.

Key Distinction

Session tasks ≠ Your actual tasks

  • Session tasks: Temporary progress indicators that exist only during a Claude session
  • Your tasks: Markdown checkboxes in daily notes that persist across sessions

Session tasks show what Claude is doing. Markdown checkboxes track what you need to do.

When to Use Session Tasks

Use session tasks for operations with 3+ distinct steps:

Good Use Cases

  • Morning/evening routines (4+ steps)
  • Weekly review phases (3 phases)
  • Batch inbox processing (multiple items)
  • Multi-file analysis (goal cascade)
  • Vault organization audits

Skip Session Tasks For

  • Single file reads/writes
  • Quick lookups
  • Simple edits
  • 1-2 step operations

Task Naming Conventions

Subject (Imperative)

Create daily note
Pull incomplete tasks
Calculate goal progress
Process inbox item

activeForm (Present Continuous)

Creating daily note...
Pulling incomplete tasks...
Calculating goal progress...
Processing inbox item...

The activeForm appears in the spinner while the task runs.

Task Dependencies

Use dependencies when order matters:

Task 1: Collect (no dependencies)
Task 2: Reflect (blockedBy: Task 1)
Task 3: Plan (blockedBy: Task 2)

This ensures phases complete in sequence.

Progress Patterns

Sequential Steps

[Spinner] Step 1 of 4: Creating daily note...
[Spinner] Step 2 of 4: Pulling tasks...
[Spinner] Step 3 of 4: Surfacing goals...
[Spinner] Step 4 of 4: Setting time blocks...
[Done] Morning routine complete (4/4)

Batch Processing

[Spinner] Processing item 1/5: Meeting notes...
[Spinner] Processing item 2/5: Book idea...
...
[Done] Inbox complete (5/5 items)

Phased Work

[Done] Phase 1: Collect complete
[Spinner] Phase 2: Reflect in progress...
[Pending] Phase 3: Plan (blocked)

Status Transitions

pending → in_progress → completed
  • Set in_progress when starting a task
  • Set completed only when fully done
  • Never mark incomplete work as completed

Best Practices

  1. Create tasks upfront - Create all tasks at the start of a multi-step operation
  2. Update as you go - Mark tasks in_progress before starting, completed after finishing
  3. Use activeForm - Always provide spinner text for user visibility
  4. Keep it lightweight - Don't over-task simple operations
  5. Trust markdown for persistence - Session tasks disappear; use checkboxes for real work

Integration with PKM

Session tasks complement but don't replace:

Concern Tool
Progress during session Session tasks (TaskCreate/Update)
Actual to-do items Markdown checkboxes in daily notes
Goal tracking Percentages in goal files
Project status Project CLAUDE.md files