Create Task

Create tracked tasks with priority, due dates, and status workflow.

Prerequisites

Verify Tasks entity is enabled:

• Check for .claude/data/tasks/records.yaml

• If not found, suggest enabling tasks via secondbrain-init or secondbrain-entity

Workflow

Step 1: Gather Information

Collect from user or conversation context:

• Title — Brief task description

• Description (optional) — Detailed description

• Priority — low, medium, high, critical

• Due Date (optional) — Target completion date

• Assignee (optional) — Person responsible

Step 2: Generate Task Number

Sequential ID format: TASK-XXXX (zero-padded)

• Load .claude/data/tasks/records.yaml

• Get last_number , increment by 1

• Format as TASK-0042

Step 3: Create Task Record

Add to .claude/data/tasks/records.yaml :

• number: 42 title: "Implement user authentication" description: "Add OAuth2 login flow" status: todo priority: high created: 2026-01-15 due_date: 2026-01-31 assignee: sergey tags: [auth, security]

Update last_number: 42

Step 4: Create Task Document (Optional)

For complex tasks, create a document:

Filename: docs/tasks/TASK-0042-implement-authentication.md

id: TASK-0042 title: Implement user authentication status: todo priority: high created: 2026-01-15 due_date: 2026-01-31 assignee: sergey tags: [auth, security]

TASK-0042: Implement user authentication

Description

Add OAuth2 login flow for the application.

Acceptance Criteria

• OAuth2 provider configuration
• Login redirect flow
• Token storage
• Logout functionality

Notes

Implementation notes here...

Step 5: Sidebar Note

DO NOT manually add tasks to VitePress sidebar.

Tasks are automatically listed via the EntityTable component on docs/tasks/index.md , which reads from .claude/data/tasks/records.yaml . No sidebar modification needed.

Step 6: Confirm Creation

Task Created

ID: TASK-0042 Title: Implement user authentication Priority: high Due: 2026-01-31 Status: todo

Next Steps

• Update status as work progresses
• Add notes to the task document
• Mark complete when done

Status Workflow

todo → in_progress → done ↓ blocked → in_progress ↓ canceled

Status Description

todo Not started

in_progress Work in progress

blocked Waiting on dependency

done Completed

canceled Won't be done

Priority Levels

Priority Use When

critical Urgent, blocks other work

high Important, should be done soon

medium Normal priority

low Nice to have, no rush

Additional Resources

• references/task-workflows.md — Detailed task lifecycle, priority guidelines, and workflow patterns

Tips

• Keep titles actionable — Start with a verb (Implement, Fix, Add)

• Set realistic due dates — Better to underpromise

• Update status promptly — Keeps the backlog accurate

• Use tags — Helps filter and group related tasks

• Add acceptance criteria — Makes "done" unambiguous