Todo Management

Todo Management

Overview

todo-management provides systematic task tracking throughout skill development. It manages task states, provides real-time progress updates, identifies blockers, and ensures momentum is maintained from start to finish.

Purpose: Track progress systematically, maintain visibility into work status, identify issues early, and ensure completion.

Value: Prevents work from being forgotten, provides clear progress visibility, enables course correction, and maintains momentum through completion.

When to Use:

• After breaking down work with task-development
• Throughout skill implementation (continuous tracking)
• When coordinating multiple parallel tasks
• When reporting progress to stakeholders
• When ensuring all work gets completed

Prerequisites

Before using todo-management:

1. Task List: Complete task breakdown from task-development
2. Clear Objectives: Understanding of what "done" means for each task
3. Regular Updates: Commitment to updating task status as you work

Task-Based Operations

Operation 1: Initialize Todo List

When to Use: At start of skill development, after task breakdown complete

Process:

1. Import Task List from task-development
2. Set Initial State: All tasks to "pending"
3. Add Metadata: Skill name, start date, estimates
4. Verify Completeness: All tasks included

Output: Initial todo list ready for tracking

Example:

# Todo List: my-skill
Started: 2025-11-06
Estimate: 12-15 hours

⬜ 1. Create directory (15 min)
⬜ 2. SKILL.md frontmatter (30 min)
⬜ 3. Write Overview (1h)
...

Operation 2: Start Task

When to Use: When beginning work on specific task

Process:

1. Check Dependencies: Prerequisites complete?
2. Update State: pending → in_progress
3. Add Timestamp: Note start time
4. Focus: Only ONE task in_progress at a time

Output: Task marked as in_progress

Example:

Before: ⬜ 3. Write Overview (1h)
After:  🔄 3. Write Overview (1h) - Started 10:00 AM

Critical Rule: Maximum 1 task in_progress (prevents context switching)

Operation 3: Complete Task

When to Use: Immediately after finishing task

Process:

1. Verify Completion: Output exists, quality checked
2. Update State: in_progress → completed
3. Record Actual Time: Compare to estimate
4. Check Next: What's ready now?

Output: Task marked as completed

Example:

Before: 🔄 3. Write Overview (1h) - Started 10:00 AM
After:  ✅ 3. Write Overview (1h) - Done 10:45 AM (45min actual)

Best Practice: Complete IMMEDIATELY, don't batch updates

Operation 4: Report Progress

When to Use: Daily, at milestones, or when requested

Process:

1. Calculate Metrics: Completed, in-progress, remaining
2. Format Report: Status, current work, blockers
3. Present: Share with team or document

Output: Progress report with metrics

Example:

Progress Report: my-skill (2025-11-06 14:00)

Overall: 8/20 tasks (40%), 6h spent, ~9h remaining

Completed Today:
- ✅ Directory structure
- ✅ SKILL.md frontmatter
- ✅ Overview
- ✅ Prerequisites

Currently: 🔄 Step 1 (1.5h est, 30min elapsed)

Next Up:
- Step 2
- Step 3

Blockers: None
Status: On track (ahead 30min)

Operation 5: Identify Blockers

When to Use: When task cannot proceed or takes >>20% longer

Process:

1. Recognize Blocker: Cannot start/complete task
2. Document: What's blocked, what's the blocker, who can unblock
3. Take Action: Request help, switch tasks, escalate

Output: Blocker documented and addressed

Example:

BLOCKER: Task 7 - API integration guide
Issue: API documentation not available
Impact: 1 task blocked, 2 downstream affected (~5h work)
Action: Requested from API team, ETA Friday
Workaround: Working on independent tasks meanwhile

Blocker Types:

• Hard: Cannot proceed at all
• Soft: Can proceed but inefficiently
• Waiting: External dependency

Operation 6: Update Estimates

When to Use: When actual time differs significantly from estimated (>20%)

Process:

1. Compare Actual vs Estimated: Calculate variance
2. Identify Pattern: All tasks or specific type?
3. Adjust Remaining: Apply calibration factor
4. Communicate: Update completion timeline

Output: Revised estimates reflecting reality

Example:

Original: 12-15h total
Actual (5 tasks): 7h vs 5.5h est (27% over)
Analysis: Writing tasks taking longer
Adjustment: 1.3x multiplier for remaining writing
Updated: 15-18h total (vs 12-15h)
New completion: Friday vs Thursday

Operation 7: Handle Task Changes

When to Use: Scope changes, new tasks discovered, tasks obsolete

Process:

1. Document Change: What, why, impact
2. Update List: Add/remove/modify tasks
3. Recalculate: New estimate, critical path

Output: Updated todo list

Example - Add Task:

Added: 8a. Create advanced-patterns.md (3h)
Reason: Users need advanced examples
Impact: +3h (now 15-18h total)

Example - Remove Task:

Removed: 12. Create script (4h) - OBSOLETE
Reason: Manual process sufficient
Impact: -4h (now 8-11h total)

Operation 8: Maintain Momentum

When to Use: Continuously, especially when feeling stuck

Process:

1. Check Progress: Regular daily review
2. Identify Killers: Long tasks, blockers, switching, perfectionism
3. Apply Strategies: Quick wins, timeboxing, skip and return
4. Celebrate: Mark completions, acknowledge milestones

Momentum Checklist:

• ≥1 task completed per session?
• Making progress daily?
• No tasks stuck >2 days?
• Blockers addressed <1 day?
• Focus maintained (1 in-progress)?

When Stuck:

1. Review completed tasks (see progress!)
2. Pick smallest pending task (quick win)
3. Take 15-min break
4. Ask for help
5. Switch to different task

When Overwhelmed:

1. Focus on current task only
2. Break task down further
3. Set smaller milestone (next hour)
4. Remind yourself of MVP

Task State Model

The Three Core States

pending (⬜)

• Not yet started
• Ready to work on (or waiting for dependencies)
• Initial state for all tasks

in_progress (🔄)

• Currently being worked on
• CRITICAL: Only ONE at a time
• Active work happening now

completed (✅)

• Finished and verified
• Output exists, quality checked
• Terminal state (no further changes)

State Transitions

pending → in_progress (start work)
in_progress → completed (finish and verify)
in_progress → pending (blocker discovered)

Special States (Optional)

blocked (🚫): Cannot proceed due to obstacle obsolete (⊗): Task no longer needed deferred (⏸): Postponed to later version

Progress Tracking Formats

Format 1: Simple Checklist

# My Skill Todos

- [ ] Task 1 (30 min)
- [x] Task 2 (1h)
- [ ] Task 3 (2h)

Progress: 1/3 (33%)

Pros: Simple, portable Cons: No in-progress state

Format 2: Enhanced with Emoji

# My Skill Todos

⬜ 1. Create directory (15 min)
✅ 2. SKILL.md frontmatter (30 min) - Done 10:30
🔄 3. Write Overview (1h) - Started 10:45
⬜ 4. Write Step 1 (1.5h)

Progress: 1/4 complete (25%), 1 in progress

Pros: Clear states, visual Cons: Need emoji support

Format 3: Table Format

| # | Task | Est | Status | Actual | Notes |
|---|------|-----|--------|--------|-------|
| 1 | Create dir | 15m | ✅ | 15m | Done |
| 2 | Frontmatter | 30m | ✅ | 25m | Done |
| 3 | Overview | 1h | 🔄 | - | Working |
| 4 | Step 1 | 1.5h | ⬜ | - | Ready |

Progress: 2/4 (50%), Time: 40min / 3.25h

Pros: Structured, tracks actuals Cons: Verbose

Format 4: Grouped by Phase

# My Skill Todos

## Phase 1: Initialization ✅
- ✅ 1. Create directory (15 min)
- ✅ 2. SKILL.md frontmatter (30 min)

## Phase 2: Core Content 🔄
- ✅ 3. Write Overview (1h)
- 🔄 4. Write Step 1 (1.5h) - Working
- ⬜ 5. Write Step 2 (1h)
- ⬜ 6. Write Step 3 (1h)

## Phase 3: References ⬜
- ⬜ 7. Create ref-1.md (3h)
- ⬜ 8. Create ref-2.md (2h)

Progress: 3/8 (37.5%), Phase 1 complete

Pros: Logical grouping, milestones Cons: More structure

Best Practices

Todo Management Best Practices

1. Update Immediately

   • Mark complete right after finishing
   • Don't batch updates
   • Update as you work, not end of day

2. One Task In-Progress

   • Focus on single task
   • Prevents context switching
   • Finish before starting next

3. Complete Before Moving

   • Finish current task first
   • "Done" = verified, not "mostly done"
   • Avoid 90% complete tasks

4. Track Actuals

   • Record actual time
   • Compare to estimates
   • Learn for better estimation

5. Address Blockers Fast

   • Don't let blockers sit >1 day
   • Document clearly
   • Take action immediately

6. Celebrate Progress

   • Acknowledge completed tasks
   • Mark milestones visibly
   • Maintain momentum with wins

Common Mistakes

Mistake 1: Batching Updates

• Problem: Update once per day
• Fix: Update immediately as you work

Mistake 2: Multiple In-Progress

• Problem: 3-4 tasks marked in-progress
• Fix: ONE task in-progress maximum

Mistake 3: Not Completing

• Problem: Move to next when "mostly done"
• Fix: Complete current before next

Mistake 4: Ignoring Blockers

• Problem: Blocked tasks sit for days
• Fix: Address within 1 day

Mistake 5: No Actual Tracking

• Problem: Can't improve estimates
• Fix: Track actuals, compare to estimates

Integration with Other Skills

With task-development

Flow: task-development → todo-management

task-development creates task list → todo-management tracks progress

With planning-architect

Flow: planning-architect → task-development → todo-management

Plan estimate → Tasks with estimates → Track to completion

With momentum-keeper

Flow: todo-management ← monitors ← momentum-keeper

momentum-keeper checks for stuck tasks, declining velocity

Quick Start

5-Minute Setup

Step 1: Get task list (from task-development)

Step 2: Create initial todos

# Todo: my-skill
⬜ 1. Task one (30 min)
⬜ 2. Task two (1h)
⬜ 3. Task three (2h)

Step 3: Start first task

🔄 1. Task one (30 min) - Started
⬜ 2. Task two (1h)
⬜ 3. Task three (2h)

Step 4: Complete and continue

✅ 1. Task one (30 min) - Done!
🔄 2. Task two (1h) - Started
⬜ 3. Task three (2h)

Examples

Example 1: Simple Skill (5 tasks)

# Todo: calculator-skill

Started: 2025-11-06 09:00
Estimate: 3 hours

✅ 1. Create directory (15 min) - Done 09:15
✅ 2. SKILL.md frontmatter (20 min) - Done 09:35
🔄 3. Write operations (1.5h) - Started 09:35
⬜ 4. Write examples (45 min)
⬜ 5. Validate (15 min)

Progress: 2/5 (40%), 35min / 3h, On track

Example 2: With Blocker

# Todo: medical-integration

✅ 1-6: Completed (6h)
🚫 7. FHIR integration guide (3h) - BLOCKED
⬜ 8-15: Pending

Blocker: FHIR API docs not available
Impact: 3 tasks affected (~5h work)
Action: Requested docs, ETA Friday
Workaround: Working on tasks 8-11 (independent)

References

Detailed guides for specific aspects:

• State Management Guide - Comprehensive guide to task states, transitions, special states, validation rules

• Progress Reporting Guide - Reporting formats, metrics calculation, visualization techniques, communication strategies

Automation

Use the todo management script:

# Initialize from task list
python scripts/update-todos.py --init task-list.md

# Start task
python scripts/update-todos.py --start 5

# Complete task
python scripts/update-todos.py --complete 5

# Progress report
python scripts/update-todos.py --report

# Mark blocker
python scripts/update-todos.py --blocker 7 "Waiting for docs"

Success Criteria

Effective todo management:

✅ Regular Updates - Tasks updated immediately ✅ Clear Visibility - Progress at a glance ✅ Momentum Maintained - ≥1 task completed per session ✅ Realistic Tracking - Estimates updated based on actuals ✅ Completion Achieved - All tasks eventually completed

Quick Reference

The 8 Todo Operations

All operations are independent - use as needed throughout development

Task States

Critical Rule: Only ONE task in_progress at a time (prevents context switching)

Common Commands (Script)

# Initialize from task list
python scripts/update-todos.py --init task-list.md

# Start task #5
python scripts/update-todos.py --start 5

# Complete task #5
python scripts/update-todos.py --complete 5

# Mark task #7 as blocked
python scripts/update-todos.py --blocker 7 "Waiting for API docs"

# Generate progress report
python scripts/update-todos.py --report

# Update estimate for task #3
python scripts/update-todos.py --update-estimate 3 "2h"

# Add new task
python scripts/update-todos.py --add "Validate new feature" "1h" "Phase 4"

Progress Metrics

Completion Rate: Completed / Total × 100%

Velocity: Completed tasks / Time elapsed

Estimated Remaining: Sum of remaining task estimates

Burn Rate: Time spent / Total estimated time × 100%

On Track?: Burn rate ≈ Completion rate (±10%)

Best Practices Quick List

1. ✅ Update immediately (not in batches)
2. ✅ One in_progress (no context switching)
3. ✅ Mark blockers (visibility of issues)
4. ✅ Complete before new (finish current task first)
5. ✅ Update estimates (learn and improve)
6. ✅ Report regularly (track progress)
7. ✅ Handle changes (adapt to new requirements)
8. ✅ Maintain momentum (≥1 completed per session)

State Transition Diagram

pending ──start──> in_progress ──complete──> completed
   ↑                    ↓
   └────────────────blocked
                        ↓
                    deferred

Troubleshooting Quick Fixes

For More Information

• State management: references/state-management-guide.md
• Progress reporting: references/progress-reporting-guide.md
• Automation: scripts/update-todos.py --help

todo-management is essential for maintaining progress from task list to completed skill. Use it consistently throughout development for successful outcomes.