Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.
Instructions your experts follow when using this skill.
Packaging adaptation by AutoGPT, 2026-09-25. Original authorship and licence are retained. Changes are limited to the recorded name, metadata and file references; see ATTRIBUTION.md in this skill package.
Package resources: The original companion guidance is bundled here: , . The dashboard source is assets/dashboard.html in this skill package. Native /productivity:start and /productivity:update command references remain unchanged; this package does not register those commands. All workflows must use the same persistent working directory for their task and memory state.
Tasks are tracked in a simple TASKS.md file that both you and the user can edit.
Always use TASKS.md in the current working directory.
A visual dashboard is available for managing tasks and memory. On first interaction with tasks:
dashboard.html exists in the current working directoryassets/dashboard.html in this skill package to the current working directory/productivity:start to set up the full system."The task board:
TASKS.md fileWhen creating a new TASKS.md, use this exact template (without example tasks):
# Tasks
## Active
## Waiting On
## 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 summarizing meetings or conversations, offer to add extracted tasks:
Ask before adding - don't auto-add without confirmation.
Files installed alongside these instructions.
Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
Use to connect a number source, map an export into the finance ledger, or QA a sheet: the column mapping, the dedupe key, the load summary, and the checks that must pass before a read ships.
Use for the money side of a deal: the deal P&L, margin floors and discount bands, approval routing, the concession log, and the mix impact of a price change.