# Sergio Bershadsky AI Secondbrain Task

> Create Task

- Skill: `tomevault-io/sergio-bershadsky-ai-secondbrain-task` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add tomevault-io/sergio-bershadsky-ai-secondbrain-task`
- Raw SKILL.md: https://api.skillmd.com/api/skills/tomevault-io/sergio-bershadsky-ai-secondbrain-task/raw
- Safety review: pending (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Productivity
- Author: tomevault-io (https://skillmd.com/u/tomevault-io)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/tomevault-io/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`:

```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`

```markdown
---
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
```

| Status | Description |
|--------|-------------|
| todo | Not started |
| in_progress | Work in progress |
| blocked | Waiting on dependency |
| done | Completed |
| canceled | Won't be done |

## Priority Levels

| Priority | Use When |
|----------|----------|
| critical | Urgent, blocks other work |
| high | Important, should be done soon |
| medium | Normal priority |
| low | Nice to have, no rush |

## 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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<!-- tomevault:4.0:skill_md:2026-04-13 -->