AgentSkillsCN

task-management

采用共享的 TASKS.md 文件进行任务管理，专为财务运营与月末结账流程优化设计。当用户咨询自身任务、希望添加或完成任务、需要协助追踪承诺事项，或正忙于管理结账相关活动时，可使用此技能。此外，该技能还可与“日记分录准备”技能无缝对接，从结账清单与会议记录中自动提取日记分录任务。

SKILL.md
--- frontmatter
name: task-management
description: Task management using a shared TASKS.md file, optimized for finance operations and month-end close workflows. Use when the user asks about their tasks, wants to add/complete tasks, needs help tracking commitments, or is managing close activities. Integrates with the journal-entry-prep skill to extract journal entry tasks from close checklists and meeting notes.

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:

markdown
# 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:

  1. •Track the JE as a task - Add to Journal Entries Due with entry type, amount, and period
  2. •Track approvals - If the entry exceeds a threshold (e.g., >$250K needs CFO approval), add a Waiting On item for the approval
  3. •Mark complete when posted - Move to Done with the posting date

Example task for a journal entry:

code
- [ ] **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