Files
obsidian-claude-pkm/vault-template/CLAUDE.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

4.1 KiB

Obsidian PKM Vault Context

System Purpose

[CUSTOMIZE: Add your personal mission statement here]

Example: "Build meaningful technology while maintaining balance across health, relationships, and personal growth."

Directory Structure

Folder Purpose
Daily Notes/ Daily journal entries (YYYY-MM-DD.md)
Goals/ Goal cascade (3-year → yearly → monthly → weekly)
Projects/ Active projects with their own CLAUDE.md
Templates/ Reusable note structures
Archives/ Completed/inactive content
Inbox/ Uncategorized captures (optional)

Current Focus

See @Goals/2. Monthly Goals.md for this month's priorities.

Tag System

Priority: #priority/high, #priority/medium, #priority/low Status: #active, #waiting, #completed, #archived Context: #work, #personal, #health, #learning, #family

Available Skills

Skills are invoked with /skill-name or automatically by Claude when relevant.

Skill Invocation Purpose
daily /daily Create daily notes, morning/midday/evening routines
weekly /weekly Run weekly review, reflect and plan
monthly /monthly Monthly review, quarterly milestone check, next month planning
project /project Create, track, and archive projects linked to goals
push /push Commit and push changes to Git
onboard /onboard Load full vault context
goal-tracking (auto) Track progress across goal cascade with project awareness
obsidian-vault-ops (auto) Read/write vault files, manage wiki-links

Progress Visibility

Skills and agents use session task tools to show progress during multi-step operations:

[Spinner] Creating daily note...
[Spinner] Pulling incomplete tasks...
[Done] Morning routine complete (4/4 tasks)

Session tasks are temporary progress indicators—your actual to-do items remain as markdown checkboxes in daily notes.

Available Agents

Agent Purpose
note-organizer Organize vault, fix links, consolidate notes
weekly-reviewer Facilitate weekly review aligned with goals
goal-aligner Check daily/weekly alignment with long-term goals
inbox-processor GTD-style inbox processing

Output Styles

Productivity Coach (/output-style coach)

  • Challenges assumptions constructively
  • Holds you accountable to commitments
  • Asks powerful questions for clarity
  • Connects daily work to mission

The Cascade

The full goals-to-tasks flow:

3-Year Vision  →  Yearly Goals  →  Projects  →  Monthly Goals  →  Weekly Review  →  Daily Tasks
   /goal-tracking     /project        /project      /monthly          /weekly         /daily

Daily Workflow

Morning (5 min)

  1. Run /daily to create today's note
  2. Review cascade context (ONE Big Thing, project next-actions)
  3. Identify ONE main focus
  4. Review yesterday's incomplete tasks
  5. Set time blocks

Evening (5 min)

  1. Complete reflection section
  2. Review goal/project attention summary
  3. Move unfinished tasks
  4. Run /push to save changes

Weekly (30 min - Sunday)

  1. Run /weekly for guided review
  2. Review project progress table
  3. Calculate goal progress
  4. Plan next week's focus
  5. Archive old notes

Monthly (30 min - End of month)

  1. Run /monthly for guided review
  2. Roll up weekly wins/challenges
  3. Check quarterly milestones
  4. Plan next month's focus

Best Practices

  1. Be Specific - Give clear context about what you need
  2. Reference Goals - Connect daily tasks to objectives
  3. Use Coach Mode - When you need accountability
  4. Keep It Current - Update project CLAUDE.md files regularly

Customization

For personal overrides that shouldn't be committed, create CLAUDE.local.md. See CLAUDE.local.md.template for format.


See @.claude/rules/ for detailed conventions Last Updated: 2026-02-15 System Version: 3.0 (The Cascade)

# Recent Activity

No recent activity