1a128f071f
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>
121 lines
3.0 KiB
Markdown
121 lines
3.0 KiB
Markdown
---
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paths: "**/*.md"
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---
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# Session Task Tracking Conventions
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These conventions govern the use of Claude Code's session task tools (`TaskCreate`, `TaskUpdate`, `TaskList`) for providing progress visibility during multi-step operations.
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## Key Distinction
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**Session tasks ≠ Your actual tasks**
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- **Session tasks**: Temporary progress indicators that exist only during a Claude session
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- **Your tasks**: Markdown checkboxes in daily notes that persist across sessions
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Session tasks show *what Claude is doing*. Markdown checkboxes track *what you need to do*.
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## When to Use Session Tasks
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Use session tasks for operations with 3+ distinct steps:
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### Good Use Cases
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- Morning/evening routines (4+ steps)
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- Weekly review phases (3 phases)
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- Batch inbox processing (multiple items)
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- Multi-file analysis (goal cascade)
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- Vault organization audits
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### Skip Session Tasks For
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- Single file reads/writes
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- Quick lookups
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- Simple edits
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- 1-2 step operations
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## Task Naming Conventions
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### Subject (Imperative)
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```
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Create daily note
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Pull incomplete tasks
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Calculate goal progress
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Process inbox item
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```
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### activeForm (Present Continuous)
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```
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Creating daily note...
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Pulling incomplete tasks...
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Calculating goal progress...
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Processing inbox item...
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```
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The `activeForm` appears in the spinner while the task runs.
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## Task Dependencies
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Use dependencies when order matters:
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```
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Task 1: Collect (no dependencies)
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Task 2: Reflect (blockedBy: Task 1)
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Task 3: Plan (blockedBy: Task 2)
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```
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This ensures phases complete in sequence.
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## Progress Patterns
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### Sequential Steps
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```
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[Spinner] Step 1 of 4: Creating daily note...
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[Spinner] Step 2 of 4: Pulling tasks...
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[Spinner] Step 3 of 4: Surfacing goals...
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[Spinner] Step 4 of 4: Setting time blocks...
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[Done] Morning routine complete (4/4)
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```
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### Batch Processing
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```
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[Spinner] Processing item 1/5: Meeting notes...
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[Spinner] Processing item 2/5: Book idea...
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...
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[Done] Inbox complete (5/5 items)
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```
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### Phased Work
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```
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[Done] Phase 1: Collect complete
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[Spinner] Phase 2: Reflect in progress...
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[Pending] Phase 3: Plan (blocked)
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```
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## Status Transitions
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```
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pending → in_progress → completed
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```
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- Set `in_progress` when starting a task
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- Set `completed` only when fully done
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- Never mark incomplete work as completed
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## Best Practices
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1. **Create tasks upfront** - Create all tasks at the start of a multi-step operation
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2. **Update as you go** - Mark tasks in_progress before starting, completed after finishing
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3. **Use activeForm** - Always provide spinner text for user visibility
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4. **Keep it lightweight** - Don't over-task simple operations
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5. **Trust markdown for persistence** - Session tasks disappear; use checkboxes for real work
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## Integration with PKM
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Session tasks complement but don't replace:
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| Concern | Tool |
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|---------|------|
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| Progress during session | Session tasks (TaskCreate/Update) |
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| Actual to-do items | Markdown checkboxes in daily notes |
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| Goal tracking | Percentages in goal files |
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| Project status | Project CLAUDE.md files |
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