Task Management

Tasks are tracked in a TASKS.md file that both you and the user can edit.

File Location

Always use TASKS.md in the current working directory.

• If it exists, read/write to it
• If it doesn't exist, create it with the template below

Format & Template

When creating a new TASKS.md, use this template:

# Tasks

## Active
<!-- Current tasks requiring action -->

## Journal Entries Due
<!-- JE prep, review, and posting tasks - ties to journal-entry-prep skill -->

## Waiting On
<!-- Blocked items: approvals, info from others -->

## Recurring - Month-End
<!-- Standard close tasks that repeat each period -->

## Someday

## Done

Task format:

• - [ ] **Task title** - context, for whom, due date
• Sub-bullets for additional details
• Completed: - [x] ~~Task~~ (date)

How to Interact

When user asks "what's on my plate" / "my tasks":

• Read TASKS.md
• Summarize Active, Journal Entries Due, and Waiting On sections
• Highlight anything overdue or urgent
• Flag journal entries approaching close deadline

When user says "add a task" / "remind me to":

• Add to Active section with - [ ] **Task** format
• If the task is a journal entry, add to Journal Entries Due section instead
• Include context if provided (who it's for, due date, period)

When user says "done with X" / "finished X":

• Find the task
• Change [ ] to [x]
• Add strikethrough: ~~task~~
• Add completion date
• Move to Done section

When user asks "what am I waiting on":

• Read the Waiting On section
• Note how long each item has been waiting

When user says "close checklist" or "month-end status":

• Show all tasks in Journal Entries Due and Recurring - Month-End
• Summarize: how many done vs remaining
• List any blocked items from Waiting On that affect close

Journal Entry Integration

When the user works on journal entries using the journal-entry-prep skill, offer to:

1. Track the JE as a task - Add to Journal Entries Due with entry type, amount, and period
2. Track approvals - If the entry exceeds a threshold (e.g., >$250K needs CFO approval), add a Waiting On item for the approval
3. Mark complete when posted - Move to Done with the posting date

Example task for a journal entry:

- [ ] **Prepaid rent amortization** - $20,833.33, Feb 2026, auto-reversal set - due 2/5
  - 12-month amortization of $250K prepaid, month 2 of 12

Extracting Tasks from Meetings and Conversations

When summarizing meetings or conversations, offer to add extracted tasks:

• Commitments the user made ("I'll send that over")
• Action items assigned to them
• Journal entries that need to be booked
• Approvals needed from others (add to Waiting On)
• Follow-ups mentioned

Ask before adding - don't auto-add without confirmation.

Conventions

• Bold the task title for scannability
• Include "for [person]" when it's a commitment to someone
• Include "due [date]" for deadlines
• Include "period [month/year]" for accounting period
• Include "since [date]" for waiting items
• Sub-bullets for additional context (amounts, account codes, approval status)
• Keep Done section for ~1 week, then clear old items