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

200 lines
4.3 KiB
Markdown

---
name: onboard
description: 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.
allowed-tools: Read, Glob, Grep
model: sonnet
user-invocable: 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
```markdown
# 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
```markdown
# 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:
```markdown
### 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:
```markdown
## 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