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SMTM Smart Task Template

Section titled “SMTM Smart Task Template”

Date: 2026-07-08 Task: Ongoing-Projects-new-tasks Status: ✅ Complete

Summary

Section titled “Summary”

Audited SMTM_System.md v5.3 (workflow current, not stale), produced a worked task-creation example for the web-deploy ongoing project, then designed and built a smart adaptive Obsidian Templater template that replaces the old per-folder-mapped generic template.

Done

Section titled “Done”
  • Confirmed SMTM_System.md v5.3 (2026-07-07) is current — task-location split and worked examples are correct
  • Created Core/Processes/Projects/KB-OS/Templates/SMTM Task — Smart.md — adaptive wizard template
  • Switched Templater from 6 per-folder mappings → single file regex .*/Tasks/.* (covers all current + future Tasks/ folders)
  • Updated SMTM_System.md to v5.4 — new “Creating a New Task File” section + changelog
  • Updated /setup-ongoing-project skill — new Step 4 “Register in KB” (Ongoing-Projects.md + Smart template + KB portal, all in one pass)

Changes

Section titled “Changes”
  • Core/Processes/Projects/KB-OS/Templates/SMTM Task — Smart.md — created (adaptive wizard)
  • .obsidian/plugins/templater-obsidian/data.json — switched to file regex trigger
  • Core/Processes/Simple Markdown Task Management/SMTM_System.md — v5.4
  • ~/.claude/skills/setup-ongoing-project/SKILL.md — Step 4 added

Smart Template Wizard Flow

Section titled “Smart Template Wizard Flow”

For ongoing (repo-backed) tasks:

  1. Task type selector → “Ongoing — repo-backed”
  2. Project list selector (monorepo, web-deploy, my_backup, my_OpenClaw, ai-config) → auto-sets dept
  3. Description prompt (spaces ok → auto-slugged to kebab)
  4. Auto-rename: file becomes <project>-<slug>, H1 matches
  5. Focus / category / risk selectors
  6. Outputs ## Problem + ## Done when + ## Context body

For ongoing (KB-native) tasks (KB-OS): same flow, project list = [KB-OS].

For standalone dept tasks: no rename; outputs classic ## Background + ## Tasks body.

Design decisions

Section titled “Design decisions”
  • One smart template (not 3 separate files) — SSOT, one file to maintain
  • File regex, not folder templates — scales to any future Tasks/ folder automatically; folder templates needed a manual entry per folder
  • Project list hardcoded in template — acceptable; /setup-ongoing-project now updates it automatically on new project creation

Maintenance note

Section titled “Maintenance note”

When a new Ongoing Project is added: /setup-ongoing-project now registers in all 3 places in one pass — no manual template update needed.

If KB-native projects expand beyond KB-OS: add to kbProjects array in SMTM Task — Smart.md.