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Set up a task list, workplace memory files, and a dashboard. Use existing todos to clarify nicknames, abbreviations, and project names, then save that context for future conversations with the agent.

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Initialize the productivity system and open the dashboard. Use when setting up the plugin for the first time, bootstrapping working memory from your existing task list, or decoding the shorthand (nicknames, acronyms, project codenames) you use in your todos.

See how to install

Good for

  • Set up a task and workplace memory system
  • Explain abbreviations and nicknames in existing todos
  • Build context about colleagues and projects
  • Prepare a dashboard for tasks and memory

Files included (1)

  • SKILL.md4.8 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

Start Command

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Initialize the task and memory systems, then open the unified dashboard.

Instructions

1. Check What Exists

Check the working directory for:

  • TASKS.md — task list
  • CLAUDE.md — working memory
  • memory/ — deep memory directory
  • dashboard.html — the visual UI

2. Create What's Missing

If TASKS.md doesn't exist: Create it with the standard template (see task-management skill). Place it in the current working directory.

If dashboard.html doesn't exist: Copy it from ${CLAUDE_PLUGIN_ROOT}/skills/dashboard.html to the current working directory.

If CLAUDE.md and memory/ don't exist: This is a fresh setup — after opening the dashboard, begin the memory bootstrap workflow (see below). Place these in the current working directory.

3. Open the Dashboard

Do NOT use open or xdg-open — the agent runs server-side and shell open commands cannot reach the user's browser. Instead, tell the user: "Dashboard is ready at dashboard.html in the workspace — open or download it from the workspace file panel to get started."

4. Orient the User

If everything was already initialized:

Dashboard open. Your tasks and memory are both loaded.
- /productivity:update to sync tasks and check memory
- /productivity:update --comprehensive for a deep scan of all activity

If memory hasn't been bootstrapped yet, continue to step 5.

5. Bootstrap Memory (First Run Only)

Only do this if CLAUDE.md and memory/ don't exist yet.

The best source of workplace language is the user's actual task list. Real tasks = real shorthand.

Ask the user:

Where do you keep your todos or task list? This could be:
- A local file (e.g., TASKS.md, todo.txt)
- An app (e.g. Asana, Linear, Jira, Notion, Todoist)
- A notes file

I'll use your tasks to learn your workplace shorthand.

Once you have access to the task list:

For each task item, analyze it for potential shorthand:

  • Names that might be nicknames
  • Acronyms or abbreviations
  • Project references or codenames
  • Internal terms or jargon

For each item, decode it interactively:

Task: "Send PSR to Todd re: Phoenix blockers"

I see some terms I want to make sure I understand:

1. **PSR** - What does this stand for?
2. **Todd** - Who is Todd? (full name, role)
3. **Phoenix** - Is this a project codename? What's it about?

Continue through each task, asking only about terms you haven't already decoded.

6. Optional Comprehensive Scan

After task list decoding, offer:

Do you want me to do a comprehensive scan of your messages, emails, and documents?
This takes longer but builds much richer context about the people, projects, and terms in your work.

Or we can stick with what we have and add context later.

If they choose comprehensive scan:

Gather data from available MCP sources:

  • Chat: Recent messages, channels, DMs
  • Email: Sent messages, recipients
  • Documents: Recent docs, collaborators
  • Calendar: Meetings, attendees

Build a braindump of people, projects, and terms found. Present findings grouped by confidence:

  • Ready to add (high confidence) — offer to add directly
  • Needs clarification — ask the user
  • Low frequency / unclear — note for later

7. Write Memory Files

From everything gathered, create:

CLAUDE.md (working memory, ~50-80 lines):

# Memory

## Me
[Name], [Role] on [Team].

## People
| Who | Role |
|-----|------|
| **[Nickname]** | [Full Name], [role] |

## Terms
| Term | Meaning |
|------|---------|
| [acronym] | [expansion] |

## Projects
| Name | What |
|------|------|
| **[Codename]** | [description] |

## Preferences
- [preferences discovered]

memory/ directory:

  • memory/glossary.md — full decoder ring (acronyms, terms, nicknames, codenames)
  • memory/people/{name}.md — individual profiles
  • memory/projects/{name}.md — project details
  • memory/context/company.md — teams, tools, processes

8. Report Results

Productivity system ready:
- Tasks: TASKS.md (X items)
- Memory: X people, X terms, X projects
- Dashboard: open in browser

Use /productivity:update to keep things current (add --comprehensive for a deep scan).

Notes

  • If memory is already initialized, this just opens the dashboard
  • Nicknames are critical — always capture how people are actually referred to
  • If a source isn't available, skip it and note the gap
  • Memory grows organically through natural conversation after bootstrap

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