project-tracking

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Manage tasks and goals in Epismo projects. Run day-to-day tracking operations: create and update tracks, plan multi-step work, unblock stalled queues, and delegate tasks to AI agents. Trigger on: 'add a task', 'update status', 'plan this', 'what's blocked', 'rebalance workload', 'delegate to AI', or any intent to read or write project execution state.

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NPX Install

npx skill4agent add epismoai/skills project-tracking

Project Tracking

Operate on tasks and goals in Epismo projects — from a quick status update to full goal restructuring.
Core principle: read current state → apply the smallest useful change.
For connection setup, surface conventions, scope model, share URL resolution, and error handling, see Epismo Basics. For workflow pack discovery and release, see Workflow Pack.
Surface selection: CLI and MCP connect to the same Epismo service. Use CLI if available; fall back to MCP if not. Never use both in the same session.

Operations

OperationCLIMCP
search track
epismo track search --type task|goal --filter '{...}'
epismo_track_search
get track
epismo track get --id <id>
epismo_track_get
create track
epismo track create --input '<json>'
epismo_track_create
update track
epismo track update --id <id> --input '<json>'
epismo_track_update
delete track
epismo track delete --id <id>
epismo_track_delete
apply track
epismo track apply --input '<json>'
epismo_track_apply
For filter keys, status values, entity relationships, and search recipes, see Search & Filter.

Intent Router

IntentWhen to chooseStepsKey reference
Update existing workField change on something that already exists (status, assignee, date, priority, content)3 Coordinate — Partial UpdateRunbook
Add one new itemExactly one task or goal; existing structure is valid3 Coordinate — New ItemRunbook
Plan multiple items or a new goalNew goal structure, multi-step plan, or batch creation2 Plan → 3 Coordinate — Large-ScaleRunbook
Unblock or rebalanceStalled queue, overloaded assignee, dependency bottleneck, noisy backlog4 Risk → 3 Coordinate — RecoveryRunbook
Design an AI-owned taskDelegating work to an AI agent with clear acceptance criteria3 Coordinate + AI DelegationAI Delegation
Unclear intentCannot confidently match any row above1 Intake — ask once

4-Step Flow

1 Intake

Confirm the user's desired outcome, constraints, timeline, active workspace, and target project scope. Ask one clarifying question if intent is ambiguous. If unanswered, default to read-only and report findings.

2 Plan

Run before structural changes (new goals, multi-item plans, dependency rewiring). Follow Runbook — Planning Checks: diagnose current state → select mode → design ownership contracts → confirm write destination → set next checkpoint. Always choose the smallest mode that satisfies the request.

3 Coordinate

Pick one execution mode from Runbook — Mode Selector:
  • Partial Update — localized field edits on existing entities.
  • New Item Creation — exactly one new task / goal.
  • Large-Scale Planning — multiple coordinated items with ownership contracts.
  • Recovery — address overload, stall, or noisy backlog.
When a task status changes to
done
, run a downstream dependents check: query
dependsOn=["<task-id>"]
and report what is now unblocked.
Operational state lives in tracks. Use workflow packs only when the structure should be reused beyond the current execution context — see Workflow Pack.
Design AI-owned tasks with AI Delegation. Use Track Operations for structured write output after the Runbook checks are complete.

4 Risk

Evaluate bottlenecks and dependency risk per Runbook. Run backlog hygiene (stale, duplicate, low-signal) during recovery.

Write Safety

  1. Scope first — confirm the target project before any write. If unclear, ask once.
  2. No silent writes — if a clarification question is unanswered, continue read-only.
  3. Approval for risk — require explicit approval for large-scale plans, multi-entity recovery, and destructive changes.

Source of Truth

Repository:
https://github.com/epismoai/skills