backup materials and knowledge-base docs
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---
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name: planning-with-files
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description: Use this by default for non-trivial multi-step work that needs persistent planning, progress tracking, or durable notes on disk. Trigger when a task will likely span multiple tool calls, research steps, verification loops, or enough context that the plan should not live only in transient chat memory.
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version: 0.1.0
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---
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# Planning with Files
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Work like Manus: use persistent markdown files as your working memory on disk.
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This is not just an optional planning style. It should be the default persistence layer for complex Codex work.
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Use it proactively when:
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- the task will likely take more than a few tool calls
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- progress needs to be tracked across phases
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- findings or evidence must be preserved while working
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- the task may branch, pause, or resume later
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- relying on chat context alone would be fragile
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## Quick Start
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Before ANY complex task:
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1. **Create `task_plan.md`** in the working directory
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2. **Define phases** with checkboxes
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3. **Update after each phase** - mark [x] and change status
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4. **Read before deciding** - refresh goals in attention window
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## The 3-File Pattern
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For every non-trivial task, create THREE files:
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| File | Purpose | When to Update |
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|------|---------|----------------|
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| `task_plan.md` | Track phases and progress | After each phase |
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| `notes.md` | Store findings and research | During research |
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| `[deliverable].md` | Final output | At completion |
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## Core Workflow
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```
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Loop 1: Create task_plan.md with goal and phases
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Loop 2: Research → save to notes.md → update task_plan.md
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Loop 3: Read notes.md → create deliverable → update task_plan.md
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Loop 4: Deliver final output
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```
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### The Loop in Detail
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**Before each major action:**
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```bash
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Read task_plan.md # Refresh goals in attention window
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```
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**After each phase:**
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```bash
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Edit task_plan.md # Mark [x], update status
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```
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**When storing information:**
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```bash
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Write notes.md # Don't stuff context, store in file
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```
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## task_plan.md Template
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Create this file FIRST for any complex task:
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```markdown
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# Task Plan: [Brief Description]
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## Goal
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[One sentence describing the end state]
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## Phases
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- [ ] Phase 1: Plan and setup
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- [ ] Phase 2: Research/gather information
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- [ ] Phase 3: Execute/build
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- [ ] Phase 4: Review and deliver
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## Key Questions
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1. [Question to answer]
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2. [Question to answer]
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## Decisions Made
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- [Decision]: [Rationale]
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## Errors Encountered
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- [Error]: [Resolution]
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## Status
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**Currently in Phase X** - [What I'm doing now]
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```
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## notes.md Template
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For research and findings:
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```markdown
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# Notes: [Topic]
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## Sources
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### Source 1: [Name]
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- URL: [link]
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- Key points:
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- [Finding]
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- [Finding]
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## Synthesized Findings
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### [Category]
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- [Finding]
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- [Finding]
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```
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## Critical Rules
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### 1. ALWAYS Create Plan First
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Never start a complex task without `task_plan.md`. This is non-negotiable.
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### 2. Read Before Decide
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Before any major decision, read the plan file. This keeps goals in your attention window.
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### 3. Update After Act
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After completing any phase, immediately update the plan file:
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- Mark completed phases with [x]
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- Update the Status section
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- Log any errors encountered
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### 4. Store, Don't Stuff
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Large outputs go to files, not context. Keep only paths in working memory.
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### 5. Log All Errors
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Every error goes in the "Errors Encountered" section. This builds knowledge for future tasks.
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## When to Use This Pattern
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**Use 3-file pattern for:**
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- Multi-step tasks (3+ steps)
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- Research tasks
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- Building/creating something
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- Tasks spanning multiple tool calls
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- Anything requiring organization
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**Skip for:**
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- Simple questions
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- Single-file edits
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- Quick lookups
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## Anti-Patterns to Avoid
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| Don't | Do Instead |
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|-------|------------|
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| Use TodoWrite for persistence | Create `task_plan.md` file |
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| State goals once and forget | Re-read plan before each decision |
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| Hide errors and retry | Log errors to plan file |
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| Stuff everything in context | Store large content in files |
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| Start executing immediately | Create plan file FIRST |
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## Advanced Patterns
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See [reference.md](reference.md) for:
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- Attention manipulation techniques
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- Error recovery patterns
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- Context optimization from Manus
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See [examples.md](examples.md) for:
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- Real task examples
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- Complex workflow patterns
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