action-item-organizer
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ChineseAction Item Organizer
可执行任务整理框架
This skill provides a systematic framework for extracting actionable items from unstructured documents and transforming them into well-organized, prioritized, trackable checklists in markdown format.
本技能提供一套系统化框架,可从非结构化文档中提取可执行任务,并将其转换为格式规范、优先级明确、可追踪的markdown格式清单。
When to Use This Skill
适用场景
- Converting code review reports into TODO lists
- Extracting action items from meeting notes
- Organizing audit findings into remediation checklists
- Breaking down project planning documents into task lists
- Structuring issue reports into actionable work items
- Creating trackable checklists from any document containing embedded action items
- Organizing team backlogs by priority
- Creating sprint planning checklists
- 将代码审查报告转换为TODO列表
- 从会议纪要中提取可执行任务
- 将审计结果整理为整改清单
- 将项目规划文档拆解为任务列表
- 将问题报告结构化为可执行工作项
- 从任何包含内嵌可执行任务的文档创建可追踪清单
- 按优先级整理团队待办事项
- 创建Sprint规划清单
Core Principles
核心原则
1. Extraction with Context Preservation
1. 保留上下文的提取
Action items must be extracted with sufficient context so that anyone reading the checklist understands:
- What needs to be done
- Why it matters
- Where it applies (files, systems, components)
- Who is responsible
- When it should be completed (priority and estimates)
提取可执行任务时必须保留足够的上下文,以便任何查看清单的人都能理解:
- 要做什么
- 为什么重要
- 适用范围(文件、系统、组件)
- 负责人
- 完成时间要求(优先级和预估时长)
2. Priority-Based Organization
2. 基于优先级的组织
Use a clear priority framework to organize items by urgency and impact:
- P0 / Blockers: Critical issues that prevent progress, deployment, or merge
- P1 / High Priority: Significant quality, security, or correctness concerns requiring prompt attention
- P2 / Medium Priority: Important improvements and refactorings that enhance the system
- P3 / Low Priority: Future optimizations, minor suggestions, and nice-to-have enhancements
Within each priority level, group related items logically (e.g., security items together, performance items together).
使用清晰的优先级框架,按紧急程度和影响范围整理任务:
- P0 / 阻塞项:阻碍进度、部署或合并的关键问题
- P1 / 高优先级:涉及质量、安全或正确性的重大问题,需立即处理
- P2 / 中优先级:提升系统性能的重要改进和重构任务
- P3 / 低优先级:未来优化、次要建议和锦上添花的增强功能
在同一优先级内,按逻辑分组相关任务(例如,将安全相关任务放在一起,性能相关任务放在一起)。
3. Nested Structure for Complex Tasks
3. 复杂任务的嵌套结构
Break down complex action items into hierarchical checklists:
- Parent items represent the main task or goal
- Child items represent specific steps or sub-tasks
- Grandchild items represent detailed implementation steps
This creates a clear execution path and allows for granular progress tracking.
将复杂的可执行任务拆解为层级化清单:
- 父项代表主要任务或目标
- 子项代表具体步骤或子任务
- 孙项代表详细的实施步骤
这将创建清晰的执行路径,并支持精细化的进度追踪。
4. Traceability and Metadata
4. 可追溯性与元数据
Maintain links between action items and their sources:
- File paths and line numbers
- Issue or tracking IDs
- Owner or responsible team
- Time estimates
- Original context from source document
This enables bidirectional traceability and informed prioritization.
保持可执行任务与来源文档的关联:
- 文件路径和行号
- 问题或追踪ID
- 负责人或负责团队
- 时间预估
- 来源文档的原始上下文
这支持双向追溯,并为优先级划分提供依据。
Extraction Workflow
提取工作流
Step 1: Document Analysis
步骤1:文档分析
- Read the complete source document
- Identify sections containing actionable content:
- "Action Items", "Todo List", "Recommendations"
- "Issues", "Findings", "Follow-ups"
- "Next Steps", "Tasks", "Requirements"
- Understand the document structure and conventions
- 完整阅读来源文档
- 识别包含可执行内容的章节:
- "Action Items"、"Todo List"、"Recommendations"
- "Issues"、"Findings"、"Follow-ups"
- "Next Steps"、"Tasks"、"Requirements"
- 理解文档结构和约定
Step 2: Action Item Identification
步骤2:可执行任务识别
Extract items that are:
- Actionable: Specific tasks that can be completed
- Testable: Clear completion criteria
- Assigned or assignable: Can be owned by a person or team
- Contextual: Include enough detail to understand the task
Skip items that are:
- Purely informational (unless they imply action)
- Already completed
- Vague or unclear without additional context
提取符合以下特征的任务:
- 可执行:可完成的具体任务
- 可测试:有明确的完成标准
- 可指派:可分配给个人或团队
- 有上下文:包含足够的任务细节
跳过以下内容:
- 纯信息性内容(除非隐含行动要求)
- 已完成的任务
- 模糊或缺乏足够上下文的内容
Step 3: Metadata Extraction
步骤3:元数据提取
For each action item, extract:
Required Metadata:
- Task description
- Priority level
Optional Metadata (extract if available):
- File paths and line numbers
- Owner/responsible party
- Time estimate
- Issue/tracking numbers
- Category or domain (security, performance, etc.)
- Implementation steps or sub-tasks
为每个可执行任务提取以下信息:
必填元数据:
- 任务描述
- 优先级级别
可选元数据(如有则提取):
- 文件路径和行号
- 负责人/责任方
- 时间预估
- 问题/追踪编号
- 类别或领域(安全、性能等)
- 实施步骤或子任务
Step 4: Priority Classification
步骤4:优先级分类
Assign each item to a priority level based on:
P0 Criteria:
- Blocks deployment or merge
- Critical security vulnerability
- Data loss or corruption risk
- System availability impact
- Compliance violation
P1 Criteria:
- Significant security concern
- Major performance impact
- Correctness issues affecting functionality
- Important architectural problems
- High technical debt
P2 Criteria:
- Code quality improvements
- Moderate refactoring needs
- Test coverage gaps
- Documentation needs
- Minor performance optimizations
P3 Criteria:
- Code style and consistency
- Future enhancements
- Nice-to-have features
- Minor optimizations
- Exploratory tasks
根据以下标准为每个任务分配优先级:
P0 判定标准:
- 阻碍部署或合并
- 严重安全漏洞
- 数据丢失或损坏风险
- 影响系统可用性
- 违反合规要求
P1 判定标准:
- 重大安全问题
- 严重性能影响
- 影响功能正确性的问题
- 重要架构缺陷
- 高额技术债务
P2 判定标准:
- 代码质量改进
- 中度重构需求
- 测试覆盖率缺口
- 文档需求
- 次要性能优化
P3 判定标准:
- 代码风格与一致性
- 未来增强功能
- 锦上添花的特性
- 次要优化
- 探索性任务
Step 5: Hierarchical Organization
步骤5:层级化组织
Structure items using nested checklists:
markdown
- [ ] **Category: Main task description** (#tracking-id)
- [ ] Sub-task 1
- [ ] Sub-task 2
- [ ] Detailed implementation step
- **File**: `path/to/file.ext:lines`
- **Owner**: Team/Person
- **Estimate**: Time estimate
- **Context**: Why this matters and what it achieves使用嵌套清单结构整理任务:
markdown
- [ ] **类别:主要任务描述** (#追踪ID)
- [ ] 子任务1
- [ ] 子任务2
- [ ] 详细实施步骤
- **文件**:`path/to/file.ext:lines`
- **负责人**:团队/个人
- **预估时长**:时间预估
- **上下文**:任务的重要性和目标Step 6: Summary Generation
步骤6:摘要生成
For each priority section, calculate:
- Total number of items
- Total estimated hours (if available)
- Completion percentage (if tracking existing checklist)
为每个优先级章节计算:
- 任务总数
- 总预估时长(如有)
- 完成百分比(如果追踪现有清单)
Step 7: Output Formatting
步骤7:输出格式化
Create a structured markdown document with:
- Header: Title, generation metadata, source reference
- Overview: Total items and time across all priorities
- Priority Sections: P0, P1, P2, P3 with summaries
- Completion Tracking: Progress metrics at the bottom
创建结构化的markdown文档,包含:
- 标题:标题、生成元数据、来源参考
- 概述:所有优先级的任务总数和总时长
- 优先级章节:P0、P1、P2、P3及对应摘要
- 进度追踪:底部的进度指标
Checklist Format Standards
清单格式标准
Basic Checkbox Item
基础复选框项
markdown
- [ ] Task descriptionmarkdown
- [ ] 任务描述Item with Metadata
带元数据的任务项
markdown
- [ ] **Category: Task description** (#123)
- **File**: `src/file.js:45-67`
- **Owner**: Backend Team
- **Estimate**: 3 hours
- **Context**: Explanation of why this mattersmarkdown
- [ ] **类别:任务描述** (#123)
- **文件**:`src/file.js:45-67`
- **负责人**:后端团队
- **预估时长**:3小时
- **上下文**:任务重要性说明Nested Sub-tasks
嵌套子任务
markdown
- [ ] **Security: Implement authentication** (#456)
- [ ] Add session validation
- [ ] Implement rate limiting
- [ ] Add authorization checks
- **File**: `api/auth.ts`
- **Owner**: Security Team
- **Estimate**: 8 hoursmarkdown
- [ ] **安全:实现身份验证** (#456)
- [ ] 添加会话验证
- [ ] 实现速率限制
- [ ] 添加授权检查
- **文件**:`api/auth.ts`
- **负责人**:安全团队
- **预估时长**:8小时Section Summary
章节摘要
markdown
undefinedmarkdown
undefinedP0 - Blockers (Must Fix Before Merge)
P0 - 阻塞项(合并前必须修复)
Summary: 5 items | 12 hours estimated
- Item 1...
- Item 2...
undefined摘要:5项 | 预估12小时
- 任务1...
- 任务2...
undefinedComplete Output Template
完整输出模板
markdown
undefinedmarkdown
undefinedTODO List
TODO List
Generated from: [source-document.md] Date: YYYY-MM-DD HH:MM:SS Total Items: X | Total Estimated Hours: Y
生成自:[source-document.md] 日期:YYYY-MM-DD HH:MM:SS 总任务数:X | 总预估时长:Y
P0 - Blockers (Must Fix Before Merge)
P0 - 阻塞项(合并前必须修复)
Summary: N items | M hours estimated
- Category: Task description (#id)
- Sub-task
- File:
path/file.ext:lines - Owner: Team
- Estimate: X hours
- Context: Why this matters
摘要:N项 | 预估M小时
- 类别:任务描述 (#id)
- 子任务
- 文件:
path/file.ext:lines - 负责人:团队
- 预估时长:X小时
- 上下文:任务重要性说明
P1 - High Priority
P1 - 高优先级
Summary: N items | M hours estimated
[items...]
摘要:N项 | 预估M小时
[任务列表...]
P2 - Medium Priority
P2 - 中优先级
Summary: N items | M hours estimated
[items...]
摘要:N项 | 预估M小时
[任务列表...]
P3 - Low Priority / Future
P3 - 低优先级 / 未来任务
Summary: N items | M hours estimated
[items...]
摘要:N项 | 预估M小时
[任务列表...]
Completion Tracking
进度追踪
- P0 Blockers: 0/N completed (0%)
- P1 High Priority: 0/M completed (0%)
- P2 Medium Priority: 0/K completed (0%)
- P3 Low Priority: 0/J completed (0%)
Overall Progress: 0/X tasks completed (0%)
undefined- P0 阻塞项:0/N 已完成 (0%)
- P1 高优先级:0/M 已完成 (0%)
- P2 中优先级:0/K 已完成 (0%)
- P3 低优先级:0/J 已完成 (0%)
整体进度:0/X 任务已完成 (0%)
undefinedBest Practices
最佳实践
Context Preservation
上下文保留
- Include enough detail that readers understand WHY each task matters
- Preserve the original rationale and justification
- Link to related issues or documentation
- Capture the impact of not completing the task
- 包含足够细节,让读者理解每个任务的重要性
- 保留原始理由和依据
- 关联到相关问题或文档
- 记录未完成任务的影响
Logical Grouping
逻辑分组
- Group related items within priority levels
- Use category prefixes (Security, Performance, Testing, etc.)
- Keep dependent tasks near each other
- Consider execution order in grouping
- 在同一优先级内分组相关任务
- 使用类别前缀(安全、性能、测试等)
- 将依赖任务放在一起
- 分组时考虑执行顺序
Actionability
可执行性
- Each checkbox should be a clear, completable action
- Avoid vague tasks like "improve performance"
- Use specific verbs: implement, add, remove, refactor, fix
- Include success criteria when helpful
- 每个复选框对应一个清晰、可完成的动作
- 避免模糊任务,如“提升性能”
- 使用具体动词:实现、添加、移除、重构、修复
- 必要时包含成功标准
Traceability
可追溯性
- Always link back to source files and line numbers
- Include issue or tracking IDs
- Reference original documentation
- Enable bidirectional navigation
- 始终关联到源文件和行号
- 包含问题或追踪ID
- 参考原始文档
- 支持双向导航
Completeness
完整性
- Verify all action items from source are included
- Preserve nested relationships
- Don't lose metadata in extraction
- Handle edge cases explicitly
- 验证来源文档中的所有可执行任务都已包含
- 保留嵌套关系
- 提取过程中不丢失元数据
- 明确处理边缘情况
Handling Edge Cases
边缘情况处理
Missing Priority
缺失优先级
- Place in "Uncategorized" section at bottom
- Flag for review and prioritization
- Use context clues to infer if possible
- 放在底部的“未分类”章节
- 标记为需要审核和优先级划分
- 如有可能,通过上下文线索推断优先级
Missing Metadata
缺失元数据
- Use "TBD" markers for missing estimates
- Note "File: TBD" to prompt investigation
- Flag items with insufficient context
- 对缺失的预估时长使用“TBD”标记
- 标注“文件:TBD”以提示后续调查
- 标记上下文不足的任务
Conflicting Priorities
优先级冲突
- Defer to explicit priority markers in source
- Consider impact and urgency
- Document rationale for priority assignment
- 以来源文档中的明确优先级标记为准
- 考虑影响范围和紧急程度
- 记录优先级分配的理由
Existing TODO Files
已存在的TODO文件
- Confirm before overwriting
- Consider timestamped filenames
- Merge with existing if appropriate
- 覆盖前确认
- 考虑使用带时间戳的文件名
- 如有需要,与现有内容合并
Multiple Sources
多来源文档
- Process each independently
- Or consolidate into single list with source markers
- Deduplicate when appropriate
- 独立处理每个来源
- 或合并为单个列表并标记来源
- 必要时去重
Anti-Patterns to Avoid
需避免的反模式
Losing Context
丢失上下文
Bad:
Good:
- [ ] Fix bug- [ ] **Bug Fix: Handle null response in user fetch** (#789)错误示例:
正确示例:
- [ ] 修复bug- [ ] **Bug修复:处理用户获取接口的空响应** (#789)Flat Structure
扁平结构
Bad: Ten separate items for one complex task
Good: One parent with nested sub-tasks
错误示例:将一个复杂任务拆分为10个独立项
正确示例:一个父项包含嵌套子任务
Missing Traceability
缺失可追溯性
Bad: No file paths or line numbers
Good: Always include location metadata
错误示例:无文件路径或行号
正确示例:始终包含位置元数据
Vague Tasks
模糊任务
Bad:
Good:
- [ ] Improve performance- [ ] **Performance: Add caching to user query** - reduces DB calls from 100/req to 1/req错误示例:
正确示例:
- [ ] 提升性能- [ ] **性能优化:为用户查询添加缓存** - 将数据库调用从100次/请求减少到1次/请求Priority Inflation
优先级膨胀
Bad: Everything is P0
Good: Reserve P0 for true blockers
错误示例:所有任务都标记为P0
正确示例:仅将真正的阻塞项标记为P0
Examples
示例
Example 1: Code Review Report to TODO
示例1:代码审查报告转TODO列表
Input: Code review report with security findings
Output:
markdown
undefined输入:包含安全问题的代码审查报告
输出:
markdown
undefinedTODO List
TODO List
Generated from: CODE_REVIEW_REPORT.md Date: 2025-12-09 10:30:00 Total Items: 8 | Total Estimated Hours: 23
生成自:CODE_REVIEW_REPORT.md 日期:2025-12-09 10:30:00 总任务数:8 | 总预估时长:23
P0 - Blockers (Must Fix Before Merge)
P0 - 阻塞项(合并前必须修复)
Summary: 2 items | 5 hours estimated
-
Security: Add authentication to token endpoint (#1)
- Implement getServerSession check
- Add authorization verification
- Add rate limiting (10 req/min per IP)
- File:
app/api/livekit/token/route.ts:15-30 - Owner: Backend Team
- Estimate: 4 hours
- Context: Public endpoint exposed without auth allows unauthorized access
-
Security: Remove hardcoded credentials (#2)
- Remove fallback values from environment reads
- Add explicit validation for required credentials
- Fail fast if credentials missing at startup
- File:
experiments/livekit/src/index.ts:182-183 - Owner: Backend Team
- Estimate: 1 hour
- Context: Hardcoded fallbacks create security risk in production
undefined摘要:2项 | 预估5小时
-
安全:为token接口添加身份验证 (#1)
- 实现getServerSession校验
- 添加授权验证
- 添加速率限制(10次请求/分钟/IP)
- 文件:
app/api/livekit/token/route.ts:15-30 - 负责人:后端团队
- 预估时长:4小时
- 上下文:公开接口未做身份验证,存在未授权访问风险
-
安全:移除硬编码凭证 (#2)
- 从环境变量读取中移除 fallback 值
- 为必填凭证添加显式验证
- 启动时如果凭证缺失则直接失败
- 文件:
experiments/livekit/src/index.ts:182-183 - 负责人:后端团队
- 预估时长:1小时
- 上下文:硬编码的fallback值会带来生产环境安全风险
undefinedExample 2: Meeting Notes to Action Items
示例2:会议纪要转可执行任务
Input: Team meeting notes with scattered action items
Output:
markdown
undefined输入:分散包含可执行任务的团队会议纪要
输出:
markdown
undefinedAction Items - Q4 Planning Meeting
可执行任务 - Q4规划会议
Generated from: team-meeting-2025-12-09.md Date: 2025-12-09 14:00:00 Total Items: 12 | Total Estimated Hours: 45
生成自:team-meeting-2025-12-09.md 日期:2025-12-09 14:00:00 总任务数:12 | 总预估时长:45
P1 - High Priority
P1 - 高优先级
Summary: 5 items | 20 hours estimated
-
Architecture: Design new API gateway (#45)
- Research existing solutions (Kong, Tyk, AWS API Gateway)
- Document requirements and constraints
- Create comparison matrix
- Present findings to team
- Owner: Sarah
- Estimate: 8 hours
- Context: Current gateway hitting scale limits at 1000 req/s
-
Documentation: Update onboarding guide (#46)
- Add sections on local development setup
- Document deployment process
- Add troubleshooting guide
- Owner: Mike
- Estimate: 4 hours
- Context: New engineers spending 2 days on setup
undefined摘要:5项 | 预估20小时
-
架构:设计新的API网关 (#45)
- 调研现有解决方案(Kong、Tyk、AWS API Gateway)
- 记录需求和约束
- 创建对比矩阵
- 向团队展示调研结果
- 负责人:Sarah
- 预估时长:8小时
- 上下文:当前网关在1000请求/秒时达到性能瓶颈
-
文档:更新入职指南 (#46)
- 添加本地开发环境搭建章节
- 记录部署流程
- 添加故障排除指南
- 负责人:Mike
- 预估时长:4小时
- 上下文:新工程师需要花费2天时间完成环境搭建
undefinedReference Files
参考文件
For detailed guidance on specific aspects of action item organization:
- : Comprehensive priority classification criteria with domain-specific examples
references/priority-framework.md - : Detailed patterns for extracting different types of metadata from various document formats
references/metadata-extraction-patterns.md - : TODO list template with priority-based organization (P0-P3), blocked tasks, and completion tracking
references/TODO_LIST.template.md
Load these references when you need deeper guidance on priority decisions or metadata extraction strategies.
如需获取可执行任务整理的具体细节指导:
- :包含领域特定示例的完整优先级分类标准
references/priority-framework.md - :从不同文档格式提取各类元数据的详细模式
references/metadata-extraction-patterns.md - :基于优先级(P0-P3)、阻塞任务和进度追踪的TODO列表模板
references/TODO_LIST.template.md
当你需要优先级决策或元数据提取的深度指导时,可以加载这些参考文件。
Related Workflows
相关工作流
- Code review processes
- Sprint planning
- Issue triage
- Project management
- Audit remediation
- Meeting facilitation
- Documentation review
- 代码审查流程
- Sprint规划
- 问题分类
- 项目管理
- 审计整改
- 会议主持
- 文档审查