tomevault-io Task Management
Tasks are tracked in a TASKS.md file that both you and the user can edit.
File Location
Always use TASKS.md in the current working directory.
- If it exists, read/write to it
- If it doesn't exist, create it with the template below
Format & Template
When creating a new TASKS.md, use this template:
# Tasks
## Active
<!-- Current tasks requiring action -->
## Journal Entries Due
<!-- JE prep, review, and posting tasks - ties to journal-entry-prep skill -->
## Waiting On
<!-- Blocked items: approvals, info from others -->
## Recurring - Month-End
<!-- Standard close tasks that repeat each period -->
## 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, Journal Entries Due, and Waiting On sections
- Highlight anything overdue or urgent
- Flag journal entries approaching close deadline
When user says "add a task" / "remind me to":
- Add to Active section with
- [ ] **Task**format - If the task is a journal entry, add to Journal Entries Due section instead
- Include context if provided (who it's for, due date, period)
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
When user says "close checklist" or "month-end status":
- Show all tasks in Journal Entries Due and Recurring - Month-End
- Summarize: how many done vs remaining
- List any blocked items from Waiting On that affect close
Journal Entry Integration
When the user works on journal entries using the journal-entry-prep skill, offer to:
- Track the JE as a task - Add to Journal Entries Due with entry type, amount, and period
- Track approvals - If the entry exceeds a threshold (e.g., >$250K needs CFO approval), add a Waiting On item for the approval
- Mark complete when posted - Move to Done with the posting date
Example task for a journal entry:
- [ ] **Prepaid rent amortization** - $20,833.33, Feb 2026, auto-reversal set - due 2/5
- 12-month amortization of $250K prepaid, month 2 of 12
Extracting Tasks from Meetings and Conversations
When summarizing meetings or conversations, offer to add extracted tasks:
- Commitments the user made ("I'll send that over")
- Action items assigned to them
- Journal entries that need to be booked
- Approvals needed from others (add to Waiting On)
- Follow-ups mentioned
Ask before adding - don't auto-add without confirmation.
Conventions
- Bold the task title for scannability
- Include "for [person]" when it's a commitment to someone
- Include "due [date]" for deadlines
- Include "period [month/year]" for accounting period
- Include "since [date]" for waiting items
- Sub-bullets for additional context (amounts, account codes, approval status)
- Keep Done section for ~1 week, then clear old items
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