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.
Manages tasks in a shared TASKS.md file, integrating with journal entry workflows and month-end close activities.
/plugin marketplace add fergupa/claude_plugins/plugin install finance@knowledge-work-pluginsThis skill inherits all available tools. When active, it can use any tool Claude has access to.
assets/TASKS-TEMPLATE.mdTasks are tracked in a TASKS.md file that both you and the user can edit.
Always use TASKS.md in the current working directory.
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- [x] ~~Task~~ (date)When user asks "what's on my plate" / "my tasks":
When user says "add a task" / "remind me to":
- [ ] **Task** formatWhen user says "done with X" / "finished X":
[ ] to [x]~~task~~When user asks "what am I waiting on":
When user says "close checklist" or "month-end status":
When the user works on journal entries using the journal-entry-prep skill, offer to:
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
When summarizing meetings or conversations, offer to add extracted tasks:
Ask before adding - don't auto-add without confirmation.
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