Sergio Bershadsky AI Secondbrain Task

Create Task

Create tracked tasks with priority, due dates, and status workflow.

Prerequisites

Verify Tasks entity is enabled:

1. Check for .claude/data/tasks/meta.yaml (sharded) or .claude/data/tasks/records.yaml (legacy)
2. If not found, suggest enabling tasks via secondbrain-init or secondbrain-entity

Important Rules

• Do NOT add tasks to the left sidebar/navigation. Tasks are listed automatically via the EntityTable component on docs/tasks/index.md, which reads from .claude/data/tasks/ shard files. No sidebar modification is needed.

Workflow

Step 1: Gather Information

Collect from user or conversation context:

1. Title — Brief task description
2. Description (optional) — Detailed description
3. Priority — low, medium, high, critical
4. Due Date (optional) — Target completion date
5. Assignee (optional) — Person responsible

Step 2: Generate Task Number

Sequential ID format: TASK-XXXX (zero-padded)

1. Load .claude/data/tasks/meta.yaml (read last_number — tiny file, ~50 tokens)
2. Increment by 1
3. Format as TASK-0042

Step 3: Create Task Record

Add to the current month's shard .claude/data/tasks/YYYY-MM.yaml:

- number: 42
  title: "Implement user authentication"
  description: "Add OAuth2 login flow"
  status: todo
  priority: high
  created: 2026-01-15
  due_date: 2026-01-31
  assignee: sergey
  tags: [auth, security]

Update last_number: 42 in .claude/data/tasks/meta.yaml and ensure the current month is in the shards list.

Step 4: Create Task Document (Optional)

For complex tasks, create a document:

Filename: docs/tasks/TASK-0042-implement-authentication.md

---
id: TASK-0042
title: Implement user authentication
status: todo
priority: high
created: 2026-01-15
due_date: 2026-01-31
assignee: sergey
tags: [auth, security]
---

# TASK-0042: Implement user authentication

## Description

Add OAuth2 login flow for the application.

## Acceptance Criteria

- [ ] OAuth2 provider configuration
- [ ] Login redirect flow
- [ ] Token storage
- [ ] Logout functionality

## Notes

Implementation notes here...

Step 5: Sidebar Note

DO NOT manually add tasks to VitePress sidebar.

Tasks are automatically listed via the EntityTable component on docs/tasks/index.md, which reads from .claude/data/tasks/ shard files. No sidebar modification needed.

Step 6: Confirm Creation

## Task Created

**ID:** TASK-0042
**Title:** Implement user authentication
**Priority:** high
**Due:** 2026-01-31
**Status:** todo

### Next Steps
- Update status as work progresses
- Add notes to the task document
- Mark complete when done

Status Workflow

todo → in_progress → done
            ↓
         blocked → in_progress
            ↓
        canceled

Priority Levels

Additional Resources

• references/task-workflows.md — Detailed task lifecycle, priority guidelines, and workflow patterns

Tips

1. Keep titles actionable — Start with a verb (Implement, Fix, Add)
2. Set realistic due dates — Better to underpromise
3. Update status promptly — Keeps the backlog accurate
4. Use tags — Helps filter and group related tasks
5. Add acceptance criteria — Makes "done" unambiguous

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