Task Management

Task Management

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

When task sources are supplied as web pages, read the SandBase API map and use only the capabilities listed there. Resolve each current input schema with sandbase_describe_tool before calling it through sandbase_call_tool.

File Location

Always use TASKS.md in the current working directory.

• If it exists, read it and make only user-requested edits
• If it doesn't exist, offer the template below; create it when the user asks to add or manage tasks

Optional Dashboard

If the project already provides a task dashboard, it may be used with the same TASKS.md file. Do not create or copy dashboard assets unless the user requests that separately and a valid source asset is available.

Format & Template

When creating a new TASKS.md, use this exact template (without example tasks):

# Tasks

## Active

## Waiting On

## 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 and Waiting On sections
• Highlight anything overdue or urgent

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

• Add to Active section with - [ ] **Task** format
• Include context if provided (who it's for, due date)

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

Conventions

• Bold the task title for scannability
• Include "for [person]" when it's a commitment to someone
• Include "due [date]" for deadlines
• Include "since [date]" for waiting items
• Sub-bullets for additional context
• Keep completed items for at least ~1 week; clear or archive them only when the user requests it

Extracting Tasks

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

• Commitments the user made ("I'll send that over")
• Action items assigned to them
• Follow-ups mentioned

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