Files
obsidian-claude-pkm/vault-template/.claude/skills/goal-tracking/SKILL.md
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

3.6 KiB

name, description, allowed-tools
name description allowed-tools
goal-tracking Track progress toward 3-year, yearly, monthly, and weekly goals. Calculate completion percentages, surface stalled goals, connect daily tasks to objectives. Use for goal reviews and progress tracking. Read, Grep, Glob, Edit, TaskCreate, TaskUpdate, TaskList

Goal Tracking Skill

Track and manage the cascading goal system from long-term vision to daily tasks.

Goal Hierarchy

Goals/0. Three Year Goals.md   <- Vision (Life areas)
    ↓
Goals/1. Yearly Goals.md       <- Annual objectives
    ↓
Goals/2. Monthly Goals.md      <- Current month focus
    ↓
Goals/3. Weekly Review.md      <- Weekly planning
    ↓
Daily Notes/*.md               <- Daily tasks and actions

Goal File Formats

Three Year Goals

## Life Areas
- Career: [Vision statement]
- Health: [Vision statement]
- Relationships: [Vision statement]
- Financial: [Vision statement]
- Learning: [Vision statement]
- Personal: [Vision statement]

Yearly Goals

## 2024 Goals
- [ ] Goal 1 (XX% complete)
- [ ] Goal 2 (XX% complete)
- [x] Goal 3 (100% complete)

Monthly Goals

## This Month's Focus
1. **Primary:** [Main focus]
2. **Secondary:** [Supporting goal]
3. **Stretch:** [If time permits]

### Key Results
- [ ] Measurable outcome 1
- [ ] Measurable outcome 2

Progress Calculation

Checklist-Based Goals

Progress = (Completed checkboxes / Total checkboxes) * 100

Metric-Based Goals

Progress = (Current value / Target value) * 100

Time-Based Goals

Progress = (Days elapsed / Total days) * 100

Common Operations

View Goal Progress

  1. Read all goal files
  2. Parse checkbox completion rates
  3. Calculate overall and per-goal progress
  4. Identify stalled or at-risk goals

Update Goal Status

  1. Find goal in appropriate file
  2. Update checkbox or percentage
  3. Add date stamp for significant milestones
  4. Update related weekly review

Connect Task to Goal

When adding tasks to daily notes:

  1. Identify which goal the task supports
  2. Add goal reference: Supports: [[1. Yearly Goals#Goal Name]]
  3. Use appropriate priority tag

Surface Stalled Goals

  1. Check last activity date for each goal
  2. Flag goals with no progress in 14+ days
  3. Suggest actions to restart momentum

Progress Report Format

## Goal Progress Report

### Overall: XX%

### By Goal
| Goal | Progress | Last Activity | Status |
|------|----------|---------------|--------|
| Goal 1 | 75% | 2 days ago | On Track |
| Goal 2 | 30% | 14 days ago | Stalled |

### This Week's Contributions
- [Task] -> [[Goal 1]]
- [Task] -> [[Goal 2]]

### Recommended Focus
1. [Stalled goal needs attention]
2. [Nearly complete goal - finish it]

Progress Tracking

The goal tracking skill uses session tasks when generating comprehensive progress reports:

Progress Report Generation

[Spinner] Reading three-year goals...
[Spinner] Reading yearly goals...
[Spinner] Reading monthly goals...
[Spinner] Scanning recent daily notes...
[Spinner] Calculating completion percentages...
[Spinner] Identifying stalled goals...
[Done] Goal progress report complete (6/6 steps)

This provides visibility when analyzing the full goal cascade across multiple files. Task tools are session-scoped and don't persist—your actual goal progress is tracked through markdown checkboxes and percentages in your goal files.

Integration Points

  • Weekly review: Full progress assessment
  • Daily planning: Surface relevant goals
  • Monthly review: Adjust goals as needed
  • Quarterly review: Cascade from 3-year vision