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memex/projects/org-skill-memex

Atomic Notes (Zettelkasten) & GTD in Org-mode Project

This file outlines the project to design, implement, and document a comprehensive, integrated workflow for Atomic Notes (Zettelkasten) and GTD using Org-mode, with the ultimate output being an agent skill.

Atomic Notes (Zettelkasten) & GTD in Org-mode Project

Goal:* To design, implement, and document a comprehensive, integrated workflow for Atomic Notes (Zettelkasten) (knowledge management) and Getting Things Done (GTD - task management) using Org-mode. The ultimate output of this project will be an agent skill.*

Key Integrations:*

  • Emacs:* Primary access and powerful Org-mode features.
  • Android Tools:* Ensure seamless access and functionality via Markor and Orgzly (revived).

Strategic Importance:* This system will become the primary coordination method for our work, outside of direct chat communication. It will centralize task tracking, knowledge capture, and project management.

Workflow Details & Current Setup (as provided by Amr):*

  • Org-mode File Front Matter:* For each Org-mode file, there must be a basic front matter. At minimum, this must include a `#+TITLE:`, an `#+AUTHOR:`, and a `#+CREATED:` date. Short descriptive comments within a `#+BEGIN_COMMENT` / `#+END_COMMENT` block are also highly recommended.
  • Inbox File:* `memex/inbox.org`. All new captured items will go here. No other files in the inbox collection are to be used for general inbox capture.
  • GTD.org Structure:* Contains four top-level `*` headings:

    • `* Actions`: For standalone actionable items.
    • `* Projects`: Contains `*` headers for each project, with `***` headers for actionable items within those projects.
    • `* Incubate`: For placeholders for future projects.
    • `* Habits`: Tracks recurring personal habits, potentially to be used as a heartbeat for the new AI agent.
  • :CREATED: Property:* All items in `memex/inbox.org` and `GTD.org` must include a `:CREATED:` property in their `:PROPERTIES:` drawer. The date format is `[YYYY-MM-DD Day HH:MM]`.
  • :LOGBOOK: Drawer:* All task items must include a `:LOGBOOK:` drawer AFTER the `:PROPERTIES:` drawer (not nested inside). State changes are logged as `- State "NEW" from "OLD" [timestamp]`. This tracks the full history of state transitions for each task.
  • Org-Todo States:* Items will use the following `org-todo` keywords to indicate status: `NEXT`, `TODO`, `WAIT`, `DONE`, `CNCL`. It is understood that these states are used to make tasks appear in Amr's Emacs and Orgzly agendas, serving as a direct mechanism for communicating required actions.
  • Authorship & Assignment:* Confirmed use of `:AUTHOR:` (for original creator) and `:ASSIGNED:` (for current responsible individual). It is noted that filtering by `:ASSIGNED:` is possible in Emacs, with potential uncertainties for Orgzly.
  • User Interaction Requirements (Emacs, Orgzly, Markor):*

    • Ability to follow status of actionable items in Org-zly and Emacs agendas.
    • Ability to read and write Org-mode files in Emacs and Markor.
    • Ability to find out and manipulate `TODO` items in Org-zly and Emacs agendas.
  • Agent-User Coordination Mechanism:* The agent will place items requiring Amr's attention as `TODO` (general planned items) and `NEXT` (immediate, high-priority actions) in his agenda.
  • Automatic `NEXT` Promotion:* A critical feature to integrate is the automatic promotion of a `TODO` item to `NEXT` in `org-gtd` once the preceding `NEXT` item (within a sequential Project) is marked `DONE`. This behavior specifically applies to interdependent or sequential items that constitute a `Project`. Standalone `NEXT` items (e.g., under `* Actions`) are `NEXT` by default and do not trigger subsequent promotions. This behavior must be accounted for in the agent skill.

Initial Scope:*

  • Ensure all items I create or modify adhere strictly to the `:CREATED:` property format and `org-todo` states.
  • Implement the proposed `:AUTHOR:` and `:ASSIGNED:` properties for collaborative items.
  • Defining specific Org-mode structures for Atomic Notes (Zettelkasten) notes (unique IDs, linking, tags), building upon existing GTD structure.
  • Establishing workflows for daily capture, processing, and review aligned with Amr's system.
  • Exploring and configuring Markor and Orgzly for optimal mobile interaction with Org files.
  • Documenting the entire workflow for clarity and ease of use.

Information Needed from Amr:*

  • Confirmation or modification of the proposed `:AUTHOR:` and `:ASSIGNEE:` properties (e.g., preferred format for names, single vs. multiple assignees).
  • Specific requirements or desired features for mobile access/editing with tools like Markor and Orgzly.
  • Your vision for how this system will function as our "main coordination method"* in practice.
  • Any existing Org-mode Atomic Notes (Zettelkasten) practices you currently use or prefer.

Next Steps:*

  1. Gather Amr's current practices and specific requirements.
  2. Begin outlining core Org-mode structures for both Atomic Notes (Zettelkasten) and GTD.
  3. Research best practices for mobile Org-mode synchronization and editing with Markor/Orgzly.