This skill implements a file-based planning system for complex, multi-step tasks by creating persistent markdown files to track goals, findings, and progress. It acts as an external working memory to maintain context and organization throughout long workflows or research projects.
# CodeBuddy IDE Setup
Using planning-with-files with [CodeBuddy](https://codebuddy.ai/).
---
## Installation
CodeBuddy auto-discovers skills from `.codebuddy/skills/` directories. Two installation methods:
### Method 1: Workspace Installation (Recommended)
Share the skill with your entire team by adding it to your repository:
```bash
# In your project repository
git clone https://github.com/OthmanAdi/planning-with-files.git /tmp/planning-with-files
# Copy the CodeBuddy skill to your repo
cp -r /tmp/planning-with-files/.codebuddy .
# Commit to share with team
git add .codebuddy/
git commit -m "Add planning-with-files skill for CodeBuddy"
git push
# Clean up
rm -rf /tmp/planning-with-files
```
Now everyone on your team using CodeBuddy will have access to the skill!
### Method 2: Personal Installation
Install just for yourself:
```bash
# Clone the repo
git clone https://github.com/OthmanAdi/planning-with-files.git /tmp/planning-with-files
# Copy to your personal CodeBuddy skills folder
mkdir -p ~/.codebuddy/skills
cp -r /tmp/planning-with-files/.codebuddy/skills/planning-with-files ~/.codebuddy/skills/
# Clean up
rm -rf /tmp/planning-with-files
```
### Verification
Restart your CodeBuddy session, then the skill will auto-activate when you work on complex tasks.
No slash command needed - CodeBuddy automatically invokes skills based on your task description!
---
## How It Works
### Auto-Activation
CodeBuddy scans your task and automatically activates the skill when you:
- Mention "complex task" or "multi-step project"
- Request planning or organization
- Start research tasks
- Work on projects requiring >5 steps
### Trigger Phrases
Increase auto-activation likelihood by using these phrases:
- "Create a task plan for..."
- "This is a multi-step project..."
- "I need planning for..."
- "Help me organize this complex task..."
### Example Request
```
I need to build a REST API with authentication,
database integration, and comprehensive testing.
This is a complex multi-step project that will
require careful planning.
```
CodeBuddy will automatically invoke `planning-with-files` and create the three planning files.
---
## The Three Files
Once activated, the skill creates:
| File | Purpose | Location |
|------|---------|----------|
| `task_plan.md` | Phases, progress, decisions | Your project root |
| `findings.md` | Research, discoveries | Your project root |
| `progress.md` | Session log, test results | Your project root |
### Templates
The skill includes starter templates in `.codebuddy/skills/planning-with-files/references/`:
- `task_plan.md` — Phase tracking template
- `findings.md` — Research storage template
- `progress.md` — Session logging template
---
## Usage Pattern
### 1. Start Complex Task
Describe your task with complexity indicators:
```
I'm building a user authentication system.
This is a multi-phase project requiring database
setup, API endpoints, testing, and documentation.
```
### 2. Skill Auto-Activates
CodeBuddy invokes `planning-with-files` and creates the planning files.
### 3. Work Through Phases
The AI will:
- ✅ Create `task_plan.md` with phases
- ✅ Update progress as work completes
- ✅ Store research in `findings.md`
- ✅ Log actions in `progress.md`
- ✅ Re-read plans before major decisions
### 4. Track Everything
All important information gets written to disk, not lost in context window.
---
## Skill Features
### The 3-Strike Error Protocol
When errors occur, the AI:
1. **Attempt 1:** Diagnose and fix
2. **Attempt 2:** Try alternative approach
3. **Attempt 3:** Broader rethink
4. **After 3 failures:** Escalate to you
### The 2-Action Rule
After every 2 search/view operations, findings are saved to `findings.md`.
Prevents losing visual/multimodal information.
### Read Before Decide
Before major decisions, the AI re-reads planning files to refresh goals.
Prevents goal drift in long sessions.
---
## Team Workflow
### Workspace Skills (Recommended)
With workspace installation (`.codebuddy/skills/`):
- ✅ Everyone on team has the skill
- ✅ Consistent planning across projects
- ✅ Version controlled with your repo
- ✅ Changes sync via git
### Personal Skills
With personal installation (`~/.codebuddy/skills/`):
- ✅ Use across all your projects
- ✅ Keep it even if you switch teams
- ❌ Not shared with teammates
---
## Why This Works
This pattern is why Manus AI (acquired by Meta for $2 billion) succeeded:
> "Markdown is my 'working memory' on disk. Since I process information iteratively and my active context has limits, Markdown files serve as scratch pads for notes, checkpoints for progress, building blocks for final deliverables."
> — Manus AI
**Key insight:** Context window = RAM (volatile). Filesystem = Disk (persistent).
Write important information to disk, not context.
---
## Troubleshooting
### Skill Not Activating?
1. **Add trigger phrases:** Use "complex task", "multi-step", "planning" in your request
2. **Be explicit:** Mention number of phases or complexity
3. **Restart CodeBuddy:** Agent rescans skills on restart
### Files Not Created?
Check:
- Current directory is writable
- No file permission issues
- Agent has file system access
### Need Templates?
Templates are in:
- **Workspace:** `.codebuddy/skills/planning-with-files/references/`
- **Personal:** `~/.codebuddy/skills/planning-with-files/references/`
Copy them to your project root and customize.
---
## Advanced: Customization
### Modify the Skill
Edit `.codebuddy/skills/planning-with-files/SKILL.md` to customize:
- Change trigger phrases in description
- Adjust planning patterns
- Add team-specific rules
### Add Custom Templates
Place custom templates in:
```
.codebuddy/skills/planning-with-files/references/
```
CodeBuddy will reference them automatically.
---
## Agent Skills Standard
This skill follows the [Agent Skills Specification](https://agentskills.io/specification), an open standard for AI coding assistants.
The same skill format works across:
- CodeBuddy
- Claude Code
- Cursor
- And other Agent Skills-compatible IDEs
---
## Support
- **GitHub Issues:** https://github.com/OthmanAdi/planning-with-files/issues
- **CodeBuddy Docs:** https://www.codebuddy.ai/docs/ide/Features/Skills
- **Agent Skills Spec:** https://agentskills.io/specification
- **Author:** [@OthmanAdi](https://github.com/OthmanAdi)
---
## See Also
- [Quick Start Guide](quickstart.md)
- [Workflow Diagram](workflow.md)
- [Manus Principles](../skills/planning-with-files/reference.md)
- [Real Examples](../skills/planning-with-files/examples.md)