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How to Build a Personalized Task Manager with Claude Code and Markdown

Escape the friction of traditional GUI-based tools by building a bespoke task management system that runs in your terminal. This workflow uses Claude Code and markdown files to create and manage your to-do list with simple slash commands and natural language.

From How I AI

How I AI: Teresa Torres's Claude Code System for Task Management, Automated Research, and 'Lazy' Prompting

with Claire Vo

How to Build a Personalized Task Manager with Claude Code and Markdown

Tools Used

Claude

Anthropic AI assistant

Step-by-Step Guide

1

Create a Custom `/today` Slash Command

The system's engine is a custom slash command you create in your terminal. This command, /today, triggers a Python script that you write. The script's job is to scan all of your task files (stored as markdown) and generate a new markdown file for the day, which includes tasks due today, overdue items, and in-progress ideas.

Prompt:
/today
Pro Tip: This requires setting up a shell alias or a custom script in your terminal's configuration file (`.zshrc`, `.bash_profile`, etc.) to execute your Python script.
2

Structure Tasks as Individual Markdown Files

Store every task as a separate .md file inside a local Obsidian vault. This ensures your data is portable and easily accessible by the AI. Use YAML front matter at the top of each file to structure metadata like due_date and tags.

Prompt:
---
type: task
due_date: 2024-08-21
tags:
  - sales
  - course-launch
---
# Update sales page for the new course
- [ ] Draft new copy for the features section
- [ ] Find new testimonials
- [ ] Update pricing table
Pro Tip: Keeping tasks as individual files allows an LLM like [Claude](https://claude.ai) to perform powerful semantic searches across your entire task history, far beyond simple keyword matching.
3

Manage Tasks Using Natural Language

Interact with your system conversationally within a dedicated Claude Code window. To add a task, simply type a natural language instruction. Claude will parse your request, create a new markdown file with the correct YAML metadata, and add it to your daily to-do list.

Prompt:
new task, send. Thank you to Claire. do today. How I AI was a blast.
Pro Tip: You can define a taxonomy of tags in a project-specific `claude.md` file to help Claude automatically and consistently categorize new tasks.

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