CEO Work Tracking
Treat extraction, creation, follow-up, replies, completion verification, and
closure as one lifecycle. Preserve identity, intent, evidence, and links across
every state change. Do not use keyword routers, hardcoded business terms,
person names, or static routing branches to make work decisions.
Load dingtalk-todo for DingTalk TODO operations, task-management for local task records, and dingtalk-chat before requesting updates or reporting closure.
Lifecycle Decision
- Decide whether the input deserves durable tracking. Discard ordinary process
motion and low-consequence coordination. Track a commitment only when losing
it would materially affect an established goal, delivery, decision, risk, or
obligation supported by the current evidence.
- Choose a one-time action, TODO, or project. Use a project only for durable
multi-step work, a TODO for one owned deliverable that needs state, and a
one-time action when no persistent follow-up is needed.
- Require stable owner identity and owner evidence before assigning work or
drafting a follow-up. Record the evidence source, why it proves ownership,
and the supporting fact. A participant, speaker, sender, reporter, group
member, contact lookup, or name match proves identity or presence only; it
does not prove responsibility. Never infer an owner from those roles.
- For tracked work, preserve the deliverable, deadline, completion standard,
priority, source context, and the consequence of non-completion. Do not make
a vague title stand in for missing scope.
- Every follow-up must bind to a TODO, either by an existing
todo_id or by the
same todo_ref as a TODO created in the decision. Do not create a reminder
that exists independently from owned work.
- Select a schedule during local work hours and select the actual audience.
Use a verified source group only when that group is appropriate and includes
the intended owner. Use a verified direct identity for sensitive content.
If owner or target evidence is missing, repair the existing work item or ask
for that evidence; do not ask the service to guess or reroute it.
- Read current project, TODO, and external status before following up. Load the
operation Skills needed to read live status. Historical summaries and an old
draft do not establish current state.
- Close the TODO and suppress its open follow-ups when current evidence proves
completion or cancellation. Preserve the evidence source, reason,
description, and completion time. Do not close from a status-like phrase
without evidence tied to the deliverable.
- If the TODO is still open after current-state reads, ask one concise,
contextual progress question. Mention the source and request the missing
result, blocker, or date; do not reassign the work in reminder wording.
- Apply replies to the existing work item. Update, close, reschedule,
reassign, or suppress the matched TODO and follow-up; do not create a second
project, TODO, or follow-up for the same commitment.
Lifecycle Cases
routine_process_is_discarded: discard routine process motion unless the
evidence establishes a material tracked commitment or risk.
important_commitment_creates_todo_with_owner_evidence: create a TODO only
with a concrete deliverable and stable owner evidence.
follow_up_cannot_exist_without_todo: bind the follow-up to its open TODO.
participant_or_speaker_is_not_owner_evidence: do not assign or contact a
person merely because they participated, spoke, sent, reported, or appeared.
due_follow_up_refreshes_live_todo_before_send: require current TODO and
external-status reads before deciding that a due reminder remains useful.
completed_todo_suppresses_follow_up: close or suppress all pending reminders
when supported completion evidence exists.
owner_correction_updates_todo_and_suppresses_old_draft: update the existing
TODO owner using the correction evidence and suppress the draft aimed at the
previous owner before considering a new draft.
follow_up_reply_updates_existing_work_item_instead_of_creating_duplicate:
match the reply to the existing TODO and follow-up and mutate those records.
stale_follow_up_is_skipped: when an old draft is presented for
reevaluation, read its current project, TODO, external status, and replies;
suppress it only when those facts show the old question is no longer
appropriate. The service may enqueue reevaluation but cannot decide the
semantic outcome. If the decision keeps the follow-up open, provide a new
future work-hours schedule; the revised draft is a new repair revision.
sensitive_follow_up_uses_verified_direct_target: use only the verified
direct identity selected in the decision; never convert a group target to a
direct target in service code.
Memory And Evidence
Memory is optional context, not completion evidence. When Memory is available,
call memory_recall before creating or updating a project and record the query
and useful result in project.memory_context. Only an actual successful recall
sets memory_recall_used=true. If the tool is absent or fails, continue from
current supplied and live evidence, set memory_recall_used=false, and record
the unavailable status and substitute evidence in project.memory_context.
Use current source material and live systems as authority for owner, target, and
completion state. Load a specialist Skill when a tracked item belongs to a
specialized workflow instead of copying that workflow here.
Service Boundary
The service owns persistence, scheduled wake-up, due-time and local-work-hours
guards, bound-TODO existence, live DingTalk Todo completion refresh, local
completion-evidence checks, exact-message idempotency, and sent-result or retry
state. The service does not decide importance, ownership, audience, sensitivity,
schedule meaning, completion meaning, or semantic similarity to older work.
Preserve exact-message idempotency. A corrected or materially changed message
is a new revision and is not blocked merely because an older message was stored
or sent.
1---2name: ceo-work-tracking3description: Use when a message, meeting, or decision creates trackable work that needs extraction, assignment, project or TODO creation, follow-up, completion evidence, or closure. Use ceo-message-triage when no durable work item is needed and ceo-meeting-work for meeting synthesis before actions are confirmed. Load the relevant task operation Skill before changing tracked work.4---56# CEO Work Tracking78Treat extraction, creation, follow-up, replies, completion verification, and9closure as one lifecycle. Preserve identity, intent, evidence, and links across10every state change. Do not use keyword routers, hardcoded business terms,11person names, or static routing branches to make work decisions.1213Load `dingtalk-todo` for DingTalk TODO operations, `task-management` for local task records, and `dingtalk-chat` before requesting updates or reporting closure.1415## Lifecycle Decision16171. Decide whether the input deserves durable tracking. Discard ordinary process18 motion and low-consequence coordination. Track a commitment only when losing19 it would materially affect an established goal, delivery, decision, risk, or20 obligation supported by the current evidence.212. Choose a one-time action, TODO, or project. Use a project only for durable22 multi-step work, a TODO for one owned deliverable that needs state, and a23 one-time action when no persistent follow-up is needed.243. Require stable owner identity and owner evidence before assigning work or25 drafting a follow-up. Record the evidence source, why it proves ownership,26 and the supporting fact. A participant, speaker, sender, reporter, group27 member, contact lookup, or name match proves identity or presence only; it28 does not prove responsibility. Never infer an owner from those roles.294. For tracked work, preserve the deliverable, deadline, completion standard,30 priority, source context, and the consequence of non-completion. Do not make31 a vague title stand in for missing scope.325. Every follow-up must bind to a TODO, either by an existing `todo_id` or by the33 same `todo_ref` as a TODO created in the decision. Do not create a reminder34 that exists independently from owned work.356. Select a schedule during local work hours and select the actual audience.36 Use a verified source group only when that group is appropriate and includes37 the intended owner. Use a verified direct identity for sensitive content.38 If owner or target evidence is missing, repair the existing work item or ask39 for that evidence; do not ask the service to guess or reroute it.407. Read current project, TODO, and external status before following up. Load the41 operation Skills needed to read live status. Historical summaries and an old42 draft do not establish current state.438. Close the TODO and suppress its open follow-ups when current evidence proves44 completion or cancellation. Preserve the evidence source, reason,45 description, and completion time. Do not close from a status-like phrase46 without evidence tied to the deliverable.479. If the TODO is still open after current-state reads, ask one concise,48 contextual progress question. Mention the source and request the missing49 result, blocker, or date; do not reassign the work in reminder wording.5010. Apply replies to the existing work item. Update, close, reschedule,51 reassign, or suppress the matched TODO and follow-up; do not create a second52 project, TODO, or follow-up for the same commitment.5354## Lifecycle Cases5556- `routine_process_is_discarded`: discard routine process motion unless the57 evidence establishes a material tracked commitment or risk.58- `important_commitment_creates_todo_with_owner_evidence`: create a TODO only59 with a concrete deliverable and stable owner evidence.60- `follow_up_cannot_exist_without_todo`: bind the follow-up to its open TODO.61- `participant_or_speaker_is_not_owner_evidence`: do not assign or contact a62 person merely because they participated, spoke, sent, reported, or appeared.63- `due_follow_up_refreshes_live_todo_before_send`: require current TODO and64 external-status reads before deciding that a due reminder remains useful.65- `completed_todo_suppresses_follow_up`: close or suppress all pending reminders66 when supported completion evidence exists.67- `owner_correction_updates_todo_and_suppresses_old_draft`: update the existing68 TODO owner using the correction evidence and suppress the draft aimed at the69 previous owner before considering a new draft.70- `follow_up_reply_updates_existing_work_item_instead_of_creating_duplicate`:71 match the reply to the existing TODO and follow-up and mutate those records.72- `stale_follow_up_is_skipped`: when an old draft is presented for73 reevaluation, read its current project, TODO, external status, and replies;74 suppress it only when those facts show the old question is no longer75 appropriate. The service may enqueue reevaluation but cannot decide the76 semantic outcome. If the decision keeps the follow-up open, provide a new77 future work-hours schedule; the revised draft is a new repair revision.78- `sensitive_follow_up_uses_verified_direct_target`: use only the verified79 direct identity selected in the decision; never convert a group target to a80 direct target in service code.8182## Memory And Evidence8384Memory is optional context, not completion evidence. When Memory is available,85call `memory_recall` before creating or updating a project and record the query86and useful result in `project.memory_context`. Only an actual successful recall87sets `memory_recall_used=true`. If the tool is absent or fails, continue from88current supplied and live evidence, set `memory_recall_used=false`, and record89the unavailable status and substitute evidence in `project.memory_context`.9091Use current source material and live systems as authority for owner, target, and92completion state. Load a specialist Skill when a tracked item belongs to a93specialized workflow instead of copying that workflow here.9495## Service Boundary9697The service owns persistence, scheduled wake-up, due-time and local-work-hours98guards, bound-TODO existence, live DingTalk Todo completion refresh, local99completion-evidence checks, exact-message idempotency, and sent-result or retry100state. The service does not decide importance, ownership, audience, sensitivity,101schedule meaning, completion meaning, or semantic similarity to older work.102Preserve exact-message idempotency. A corrected or materially changed message103is a new revision and is not blocked merely because an older message was stored104or sent.