PluginBench
Skill
Pass
Audit score 90

planning-with-files

charon-fan/agent-playbook

Use persistent markdown files for planning, progress tracking, and knowledge storage across multi-step tasks.

What is planning-with-files?

A skill that implements the Manus-style workflow using persistent markdown files to overcome volatile memory and goal drift in AI agents. Use this for multi-step tasks, research projects, and complex workflows that span many tool calls—skip it for simple questions or single-file edits.

  • Create and maintain a 3-file pattern (task_plan.md, notes.md, deliverable.md) for organized task tracking
  • Track progress with phases and checkboxes to prevent goal drift and context loss
  • Store research findings and intermediate results in persistent files instead of relying on volatile context
  • Log failures and errors in the plan file to avoid repeating mistakes
  • Re-read the plan before decisions to maintain focus and attention

How to install planning-with-files

npx skills add https://github.com/charon-fan/agent-playbook --skill planning-with-files
Claude Code
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Windsurf
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How to use planning-with-files

  1. 1.Create task_plan.md with your goal and list the phases needed to complete it
  2. 2.Create notes.md for storing research findings and intermediate results
  3. 3.Before each major step, re-read task_plan.md to confirm your current phase and goals
  4. 4.After research or work, update notes.md with findings and update task_plan.md with progress
  5. 5.Create your final deliverable file and update task_plan.md when complete

Use cases

Good for
  • Research projects where findings need to be stored and referenced across multiple steps
  • Multi-phase development or writing tasks that span many tool calls
  • Building projects with complex requirements that need phase-based progress tracking
  • Organizing knowledge and findings for later synthesis into a final deliverable
  • Long-running tasks where context reset would otherwise lose progress
Who it's for
  • Developers working on multi-step coding projects
  • Researchers conducting literature reviews or data gathering
  • Project managers tracking complex task workflows
  • Anyone building or creating deliverables that require organization and planning

planning-with-files FAQ

When should I use this skill instead of just working directly?

Use it for multi-step tasks (3+ steps), research projects, or anything spanning many tool calls. Skip it for simple questions or single-file edits.

What's the difference between this and the prd-planner skill?

This skill is for general planning and organization. Use prd-planner instead if you're working on PRD-specific tasks.

How does the 3-file pattern prevent context loss?

By storing information in persistent markdown files on disk instead of relying on volatile context, your progress survives context resets and tool call limits.

Can I modify the 3-file pattern for my workflow?

The core pattern (task_plan.md, notes.md, deliverable.md) is designed for consistency, but you can adapt it to your specific needs.

What tools do I need to have available?

The skill requires Read, Write, Edit, Bash, Grep, and Glob tools to manage files and track progress.

Full instructions (SKILL.md)

Source of truth, from charon-fan/agent-playbook.


name: planning-with-files description: Uses persistent markdown files for general planning, progress tracking, and knowledge storage (Manus-style workflow). Use for multi-step tasks, research projects, or general organization WITHOUT mentioning PRD. For PRD-specific work, use prd-planner skill instead. allowed-tools: Read, Write, Edit, Bash, Grep, Glob metadata: hooks: after_complete: - trigger: session-logger mode: auto reason: "Log planning activity"

Planning with Files

"Work like Manus" — Uses persistent markdown files for planning, progress tracking, and knowledge storage.

Description

A skill that transforms your workflow to use persistent markdown files for planning and progress tracking.

The Problem

Claude Code (and most AI agents) suffer from:

  • Volatile memory — TodoWrite tool disappears on context reset
  • Goal drift — Original goals get forgotten after many tool calls
  • Hidden errors — Failures aren't tracked, mistakes repeat
  • Context stuffing — Everything crammed into context instead of stored

The Solution: 3-File Pattern

For every complex task, create THREE files:

task_plan.md      → Track phases and progress
notes.md          → Store research and findings
[deliverable].md  → Final output

The Workflow Loop

1. Create task_plan.md with goal and phases
2. Research → save to notes.md → update task_plan.md
3. Read notes.md → create deliverable → update task_plan.md
4. Deliver final output

When to Use

Use this pattern for:

  • Multi-step tasks (3+ steps)
  • Research tasks
  • Building/creating projects
  • Tasks spanning many tool calls
  • Anything requiring organization

Skip for:

  • Simple questions
  • Single-file edits
  • Quick lookups

Installation

This skill is typically installed globally at ~/.claude/skills/planning-with-files/.

From this repository:

ln -s /path/to/agent-playbook/skills/planning-with-files ~/.claude/skills/planning-with-files

If you prefer the standalone workflow, see the upstream repository in the Links section.

The Manus Principles

PrincipleImplementation
Filesystem as memoryStore in files, not context
Attention manipulationRe-read plan before decisions
Error persistenceLog failures in plan file
Goal trackingCheckboxes show progress
Append-only contextNever modify history

Example

You: "Research the benefits of TypeScript and write a summary"

Claude creates:

# Task Plan: TypeScript Benefits Research

## Goal
Create a research summary on TypeScript benefits.

## Phases
- [x] Phase 1: Create plan ✓
- [ ] Phase 2: Research and gather sources (CURRENT)
- [ ] Phase 3: Synthesize findings
- [ ] Phase 4: Deliver summary

## Status
**Currently in Phase 2** - Searching for sources

Links