Planning with Files
Work like Manus: Use persistent markdown files as your "working memory on disk."
Fixes Log (Required)
Create and maintain codex-plans/fixes.md to record resolved issues after you remove them from active tasks.
Include a short issue description, the fix, and exact commands when possible.
Append new entries to the existing file; never overwrite it.
If fixes.md reaches 500 lines, rotate it by renaming to fixes-YYYY-MM-DD.md and start a fresh fixes.md.
Important: Where Files Go
When using this skill:
- •Templates are stored in the skill directory at
${CLAUDE_PLUGIN_ROOT}/templates/ - •Your planning files (
task_plan.md,findings.md,progress.md,fixes.md) should be created incodex-plans/directory
| Location | What Goes There |
|---|---|
Skill directory (${CLAUDE_PLUGIN_ROOT}/) | Templates, scripts, reference docs |
codex-plans/ directory | task_plan.md, findings.md, progress.md, fixes.md, rotated fixes logs |
docs/task-plans/ directory | Archived completed plans |
Important: Use codex-plans/ (isolated from Claude Code). Archive to docs/task-plans/ when complete.
Quick Start
Before ANY complex task:
- •Create
codex-plans/task_plan.md- Use templates/task_plan.md as reference - •Create
codex-plans/findings.md- Use templates/findings.md as reference - •Create
codex-plans/progress.md- Use templates/progress.md as reference - •Create
codex-plans/fixes.mdif missing - Append resolved issues as you close them out; never overwrite - •Rotate fixes at 500 lines - Rename to
fixes-YYYY-MM-DD.md, then start a newfixes.md - •Re-read plan before decisions - Refreshes goals in attention window
- •Update after each phase - Mark complete, log errors
Note: All planning files go in
codex-plans/directory (isolated from Claude Code'sclaude-code-plans/).
The Core Pattern
Context Window = RAM (volatile, limited) Filesystem = Disk (persistent, unlimited) + Anything important gets written to disk.
File Purposes
| File | Purpose | When to Update |
|---|---|---|
codex-plans/task_plan.md | Phases, progress, decisions | After each phase |
codex-plans/findings.md | Research, discoveries | After ANY discovery |
codex-plans/progress.md | Session log, test results | Throughout session |
codex-plans/fixes.md | Resolved issues with commands (append-only) | After closing issues |
Critical Rules
1. Create Plan First
Never start a complex task without task_plan.md. Non-negotiable.
2. The 2-Action Rule
"After every 2 view/browser/search operations, IMMEDIATELY save key findings to text files."
This prevents visual/multimodal information from being lost.
3. Read Before Decide
Before major decisions, read the plan file. This keeps goals in your attention window.
4. Update After Act
After completing any phase:
- •Mark phase status:
in_progress->complete - •Log any errors encountered
- •Note files created/modified
5. Log ALL Errors
Every error goes in the plan file. This builds knowledge and prevents repetition.
## Errors Encountered | Error | Attempt | Resolution | |-------|---------|------------| | FileNotFoundError | 1 | Created default config | | API timeout | 2 | Added retry logic |
6. Never Repeat Failures
if action_failed:
next_action != same_action
Track what you tried. Mutate the approach.
The 3-Strike Error Protocol
ATTEMPT 1: Diagnose & Fix + Read error carefully + Identify root cause + Apply targeted fix ATTEMPT 2: Alternative Approach + Same error? Try different method + Different tool? Different library? + NEVER repeat exact same failing action ATTEMPT 3: Broader Rethink + Question assumptions + Search for solutions + Consider updating the plan AFTER 3 FAILURES: Escalate to User + Explain what you tried + Share the specific error + Ask for guidance
Read vs Write Decision Matrix
| Situation | Action | Reason |
|---|---|---|
| Just wrote a file | DON'T read | Content still in context |
| Viewed image/PDF | Write findings NOW | Multimodal content does not persist |
| Browser returned data | Write to file | Screenshots do not persist |
| Starting new phase | Read plan/findings | Re-orient if context stale |
| Error occurred | Read relevant file | Need current state to fix |
| Resuming after gap | Read all planning files | Recover state |
The 5-Question Reboot Test
If you can answer these, your context management is solid:
| Question | Answer Source |
|---|---|
| Where am I? | Current phase in task_plan.md |
| Where am I going? | Remaining phases |
| What's the goal? | Goal statement in plan |
| What have I learned? | findings.md |
| What have I done? | progress.md |
When to Use This Pattern
Use for:
- •Multi-step tasks (3+ steps)
- •Research tasks
- •Building/creating projects
- •Tasks spanning many tool calls
- •Anything requiring organization
Skip for:
- •Simple questions
- •Single-file edits
- •Quick lookups
Templates
Copy these templates to start:
- •templates/task_plan.md - Phase tracking
- •templates/findings.md - Research storage
- •templates/progress.md - Session logging
- •templates/fixes.md - Resolved issues log
Scripts
Helper scripts for automation:
- •
scripts/init-session.sh- Initialize missing planning files only (no overwrites) and rotatefixes.mdat 500 lines - •
scripts/check-complete.sh- Verify all phases complete
Advanced Topics
- •Manus Principles: See reference.md
- •Real Examples: See examples.md
Anti-Patterns
| Don't | Do Instead |
|---|---|
| Use TodoWrite for persistence | Create task_plan.md file |
| State goals once and forget | Re-read plan before decisions |
| Hide errors and retry silently | Log errors to plan file |
| Stuff everything in context | Store large content in files |
| Start executing immediately | Create plan file FIRST |
| Repeat failed actions | Track attempts, mutate approach |
| Create files in skill directory | Create files in your project |