planning-with-files

Planning with Files

Work like Manus: Use persistent markdown files as your "working memory on disk."

Important: Where Files Go

When using this skill:

• Templates are stored in the skill directory at ${CLAUDE_PLUGIN_ROOT}/templates/
• Your planning files (task_plan.md, findings.md, progress.md) should be created in your project directory — the folder where you're working

Location	What Goes There
Skill directory (${CLAUDE_PLUGIN_ROOT}/)	Templates, scripts, reference docs
Your project directory	task_plan.md, findings.md, progress.md

This ensures your planning files live alongside your code, not buried in the skill installation folder.

Quick Start

For an authorized complex task, reuse its existing plan/state or create these files only if appropriate:

1. Create task_plan.md in your project — Use templates/task_plan.md as reference
2. Create findings.md in your project — Use templates/findings.md as reference
3. Create progress.md in your project — Use templates/progress.md as reference
4. Re-read plan before decisions — Refreshes goals in attention window
5. Update after each phase — Mark complete, log errors

Note: All three planning files should be created in your current working directory (your project root), not in the skill's installation folder.

Storage boundaries

Use the actual installed skill directory; CLAUDE_PLUGIN_ROOT is client-specific and may be unset. Keep private planning files in an authorized location, prevent symlink/path escapes, avoid overwriting existing files, and do not commit/publish them automatically. Scripts are optional reviewed helpers, not installed hooks; the completion checker supports the bundled phase-heading/status template, not arbitrary checklists, and cannot establish task success. Bounded retries can be valid for transient errors; escalate only real unresolved decisions, not mechanically after three attempts.

The Core Pattern

Context Window = RAM (volatile, limited)
Filesystem = Disk (persistent within its retention/capacity limits)

→ Persist only necessary authorized findings; exclude secrets, personal data and private source dumps.

File Purposes

File	Purpose	When to Update
task_plan.md	Phases, progress, decisions	After each phase
findings.md	Research, discoveries	After ANY discovery
progress.md	Session log, test results	Throughout session

Critical Rules

1. Create Plan First

Use existing project planning conventions and user-supplied plans. Do not create competing state files or edit an attached plan when the user requests otherwise.

2. The 2-Action Rule

"After every 2 view/browser/search operations, IMMEDIATELY save key findings to text files."

This prevents visual/multimodal information from being lost.

3. Read Before Decide

Before major decisions, read the plan file. This keeps goals in your attention window.

4. Update After Act

After completing any phase:

• Mark phase status: in_progress → complete
• Log any errors encountered
• Note files created/modified

5. Log ALL Errors

Every error goes in the plan file. This builds knowledge and prevents repetition.

## Errors Encountered
| Error | Attempt | Resolution |
|-------|---------|------------|
| FileNotFoundError | 1 | Created default config |
| API timeout | 2 | Added retry logic |

6. Never Repeat Failures

if action_failed:
    next_action != same_action

Track what you tried. Mutate the approach.

The 3-Strike Error Protocol

ATTEMPT 1: Diagnose & Fix
  → Read error carefully
  → Identify root cause
  → Apply targeted fix

ATTEMPT 2: Alternative Approach
  → Same error? Try different method
  → Different tool? Different library?
  → NEVER repeat exact same failing action

ATTEMPT 3: Broader Rethink
  → Question assumptions
  → Search for solutions
  → Consider updating the plan

AFTER 3 FAILURES: Escalate to User
  → Explain what you tried
  → Share the specific error
  → Ask for guidance

Read vs Write Decision Matrix

Situation	Action	Reason
Just wrote a file	Verify when correctness requires it	Writes can fail or alter formatting
Viewed image/PDF	Write findings NOW	Multimodal → text before lost
Browser returned data	Write to file	Screenshots don't persist
Starting new phase	Read plan/findings	Re-orient if context stale
Error occurred	Read relevant file	Need current state to fix
Resuming after gap	Read all planning files	Recover state

The 5-Question Reboot Test

If you can answer these, your context management is solid:

Question	Answer Source
Where am I?	Current phase in task_plan.md
Where am I going?	Remaining phases
What's the goal?	Goal statement in plan
What have I learned?	findings.md
What have I done?	progress.md

When to Use This Pattern

Use 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

Templates

Copy these templates to start:

• templates/task_plan.md — Phase tracking
• templates/findings.md — Research storage
• templates/progress.md — Session logging

Scripts

Helper scripts for automation:

• scripts/init-session.sh — Initialize all planning files
• scripts/check-complete.sh — Verify all phases complete

Advanced Topics

• Manus Principles: See reference.md
• Real Examples: See examples.md

Anti-Patterns

Don't	Do Instead
Use TodoWrite for persistence	Create task_plan.md file
State goals once and forget	Re-read plan before decisions
Hide errors and retry silently	Log errors to plan file
Stuff everything in context	Store large content in files
Start executing immediately	Create plan file FIRST
Repeat failed actions	Track attempts, mutate approach
Create files in skill directory	Create files in your project

Limitations

• Use this skill only when the task clearly matches the scope described above.
• Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
• Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.