Files
obsidian-claude-pkm/vault-template/.claude/skills/onboard/SKILL.md
Bill Allred bb7a9960ce v3.0: The Cascade — end-to-end goals-to-tasks flow
Add /project and /monthly skills to complete the cascade chain from
3-year vision through daily tasks. Add agent memory, model hints,
agent team workflows, and cascade context surfacing across all skills.

New skills:
- /project (new, status, archive) — bridge between goals and daily tasks
- /monthly — roll up weekly reviews, check quarterly milestones

Agent upgrades:
- memory: project on all 4 agents for cross-session learning
- Agent team workflow in /weekly for parallel reviews

Skill enhancements:
- /daily: cascade context surfacing (ONE Big Thing, project next-actions)
- /weekly: project progress table, agent team coordination
- /goal-tracking: project-aware progress, orphan goal detection
- /onboard: auto-discover and summarize active projects
- model: sonnet on goal-tracking, obsidian-vault-ops, push, onboard

Infrastructure:
- session-init.sh surfaces priorities, project count, review staleness
- settings.json adds cp/mv permissions for project archiving

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-15 19:51:40 +01:00

4.3 KiB

name, description, allowed-tools, model, user-invocable
name description allowed-tools model user-invocable
onboard Load CLAUDE.md context files from vault for comprehensive understanding. Discovers hierarchical context, recent notes, and project states. Use at start of session or when Claude needs full vault context. Read, Glob, Grep sonnet true

Onboard Skill

Loads all CLAUDE.md files from your vault to provide comprehensive context for intelligent assistance.

Usage

Invoke with /onboard or ask Claude to learn about your vault.

Full Context Load

/onboard

Specific Project Context

/onboard Projects/MyProject

What This Skill Does

  1. Discovers Context Files

    • Searches for all CLAUDE.md files
    • Traverses project directories
    • Respects depth limits
  2. Loads Hierarchical Context

    • Root CLAUDE.md first (global context)
    • Project-specific CLAUDE.md files
    • Recent daily notes for current state
  3. Scans Active Projects

    • Auto-discovers all Projects/*/CLAUDE.md files
    • Extracts project name, phase, progress, and goal linkage
    • Displays active project count and summary in onboard output
  4. Builds Understanding

    • Your personal mission/goals
    • Project structures and status
    • Workflow preferences
    • Custom conventions

Context Hierarchy

vault/
├── CLAUDE.md                 # [1] Global context - loaded first
├── Projects/
│   ├── Project A/
│   │   └── CLAUDE.md         # [2] Project context
│   └── Project B/
│       └── CLAUDE.md         # [3] Another project context
└── Areas/
    └── Health/
        └── CLAUDE.md         # [4] Area-specific context

CLAUDE.md File Structure

Root CLAUDE.md Should Include

# System Context for Claude

## Personal Mission
[Your life mission/purpose]

## Current Focus
[What you're working on now]

## Preferences
- Writing style: [Formal/Casual/Technical]
- Detail level: [High/Medium/Low]

## Conventions
- File naming: [Your patterns]
- Tag system: [Your tags]

Project CLAUDE.md Should Include

# Project: [Name]

## Overview
[What this project is about]

## Current Status
[Where things stand]

## Key Decisions
[Important choices made]

## Next Steps
[What needs to happen]

Smart Context Loading

Recent Activity

Automatically considers:

  • Last 7 days of daily notes
  • Current week's review
  • Recently modified projects

Project Summary

When loading full context, include a project overview:

### Active Projects (N)
| Project | Phase | Progress | Goal |
|---------|-------|----------|------|
| [[ProjectA]] | Active | 60% | [[Goal 1]] |
| [[ProjectB]] | Planning | 10% | [[Goal 3]] |

Selective Loading

For focused assistance:

/onboard Projects/WebApp      # Only specific project
/onboard Goals                # Only goals context

Use Cases

Starting a Session

/onboard
"Help me plan my day based on my goals"

Project Work

/onboard Projects/MyApp
"Help me refactor the authentication module"

Weekly Planning

/onboard Goals
"Analyze my week and suggest improvements"

Context Variables

Your CLAUDE.md files can include preferences:

## Variables for Claude
- DEFAULT_LANGUAGE: JavaScript
- TIMEZONE: America/New_York
- COMMUNICATION_STYLE: Direct and concise

Best Practices

Keep Context Updated

  • Review CLAUDE.md files monthly
  • Update after major decisions
  • Remove outdated information
  • Add new learnings

Be Specific

  • Clear project descriptions
  • Specific preferences
  • Concrete examples
  • Defined conventions

Hierarchical Information

  • Global → Area → Project → Task
  • General → Specific
  • Strategic → Tactical

Privacy & Security

Never Include in CLAUDE.md

  • Passwords or credentials
  • Personal identification numbers
  • Financial account details
  • Private API keys

Safe Context Examples

  • "I work in healthcare technology"
  • "My projects involve web development"
  • "I prefer morning work sessions"

Integration

Works with:

  • All other skills (provides context)
  • /daily - Better daily planning with context
  • /weekly - Informed weekly reviews
  • /monthly - Monthly review with full context
  • /project - Project status overview
  • Goal tracking - Understand goal cascade