Skip to main content
skill CX Codex

pm · coreyhaines31 — Claude Code skill: kanban plus Eisenhower across projects

Keeps a kanban board per business or project and sorts the backlog with the Eisenhower matrix. Useful when several boards compete for your attention.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add coreyhaines31/makerskills --skill pm -a claude-code
Open on GitHub

What pm does

The skill gives every business its own board with five columns: Backlog, Ready, In Progress, Review/Blocked, Done/Archived. Eisenhower sits on top of it, deciding which backlog items reach Ready and which Ready card gets pulled next. Six modes cover the work: setup, triage, next, status, unblock, weekly.

No single tracker is assumed. Adapters are written for Notion, GitHub Projects, Plane, Linear, Obsidian and a manual mode. Notion needs $NOTION_API_KEY, Plane needs $PLANE_API_KEY plus a workspace slug, and GitHub Projects runs through an already authenticated gh. Your business list and tool mapping live in ${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/boards.md; the references/boards.md file in the repo is a template, so don't write into it.

next refuses to pull fresh work once WIP is exceeded: 3 cards in In Progress by default, and Review/Blocked has no cap but gets flagged past 5. Overloaded? Expect a nudge to finish something or push it to Review/Blocked first. Status and weekly output is written for async sharing — paste it into Slack, Notion or a partner DM.

What it helps with

  • sort a backlog with the Eisenhower matrix and pick what reaches Ready
  • choose one task when several boards are in play
  • produce a project status without a meeting
  • work through the Review/Blocked column and see who to nudge
  • plan next week across every board

Example prompts for the agent

  • /pm setup my-project
  • /pm triage my-project
  • /pm next

How to install pm

1Skills CLI (Vercel)

npx skills add coreyhaines31/makerskills --skill pm -a claude-code

2Manually: put the files in place

~/.claude/skills/pm/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/pm/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about pm

How do I install pm in Claude?

Run npx skills add coreyhaines31/makerskills --skill pm -a claude-code. The skill lands in ~/.claude/skills/pm/SKILL.md.

What does pm do?

It runs a kanban board per business and triages cards with the Eisenhower matrix. Six modes handle board setup, triage, next-task picking, status, blocker review and the weekly pulse.

Which trackers does pm support?

Adapters cover Notion, GitHub Projects, Plane, Linear, Obsidian and manual mode. Notion and Plane need API keys, while GitHub Projects works with an authenticated gh.

Source text

SKILL.md · MIT
---
name: pm
description: When you want to manage projects across your businesses using a kanban + Eisenhower methodology. One kanban per business (whatever portfolio of businesses, projects, or initiatives you run). Tool-agnostic — connects via API/MCP to whatever PM tool each business uses (Notion, GitHub Projects, Plane, Linear, Obsidian file-based, or manual mode). Async-first output. Six modes — setup (scaffold a new board for a business), triage (Eisenhower-sort the backlog), next (pick the next thing to work on, single board or across all), status (paste-ready async snapshot), unblock (diagnose Review/Blocked column), weekly (Friday pulse + week planning). Triggers on "/pm," "/pm setup," "/pm triage," "/pm next," "/pm status," "/pm unblock," "/pm weekly," "what should I work on next," "kanban status," "Eisenhower this," "triage my backlog," "what's blocked."
metadata:
  version: 0.1.1
---

# /pm — Project management across the portfolio

Methodology-first project management. Kanban + Eisenhower + async. One board per business. Tool-agnostic via adapters.

## Mental model

Each business gets its own kanban with 5 columns:

```
Backlog  →  Ready  →  In Progress  →  Review/Blocked  →  Done/Archived
```

- **Backlog**: everything that *might* matter — not yet committed
- **Ready**: triaged, well-defined, can be picked up
- **In Progress**: actively being worked
- **Review/Blocked**: waiting on someone else, review, or external dependency
- **Done/Archived**: shipped or killed

**Eisenhower** sits on top of the board — used to triage Backlog → Ready (which items make the cut) and to pick next from Ready (which Ready item to pull).

```
                Urgent          Not Urgent
Important       Q1: Do          Q2: Schedule    ← Q2 is the high-leverage zone
Not Important   Q3: Delegate    Q4: Delete
```

**Async-first**: every status snapshot should read like a Loom you didn't have to record. Make work visible without requiring a meeting.

## Step 1 — Detect mode and target

Parse the invocation:

| Invocation | Mode | Target |
|---|---|---|
| `/pm setup [business]` | setup | the named business |
| `/pm triage [business]` | triage | the named business (or ask) |
| `/pm next [business]` | next | the named business |
| `/pm next` | next | **across all boards** (cross-portfolio) |
| `/pm status [business]` | status | the named business (or ask) |
| `/pm unblock [business]` | unblock | the named business (or ask) |
| `/pm weekly` | weekly | all boards (Friday pulse) |
| `/pm weekly [business]` | weekly | the named business |

## Step 2 — Load board config + personal overlay

Read `${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/boards.md` (personal — real business list + tool mapping per business). Falls back to `references/boards.md` in the repo if the local file doesn't exist yet — that's a template.

Also try to load `${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/team.local.md` if present — this is where the user lists partners, active clients, and typical blocker phrasings. Use it to make status output specific ("Waiting on <partner>'s review") instead of generic.

| Field | Example |
|---|---|
| business | `<slug>` |
| tool | `notion` / `github` / `plane` / `linear` / `obsidian` / `manual` |
| board_id or URL | tool-specific |
| column overrides | only if this board doesn't use the default 5 columns |

If the business has no mapping yet, jump to **setup** automatically — ask which tool, save the mapping, return to the requested mode.

## Step 3 — Load the adapter

Read the relevant section of `references/adapters.md` for the tool. Each adapter section explains how to:
- List cards / issues / pages by column
- Read a single card's full content
- Create a card
- Move a card between columns
- Add a comment / note

Adapters use:
- **Notion** → `$NOTION_API_KEY` (already in zshenv). Database with `Status` select property.
- **GitHub Projects** → `gh` CLI (already authed). `gh project item-list`, `gh project item-edit`.
- **Plane** → Plane API (needs `$PLANE_API_KEY` and workspace slug).
- **Linear** → Linear MCP or API key.
- **Obsidian** → local kanban markdown files in the vault. Read/write directly.
- **Manual** → ask the user to paste the current board state; offer to write back to a local markdown file.

## Step 4 — Run the mode

### setup
- Ask which tool the business uses
- Walk through column setup (default 5 columns; offer custom)
- Save mapping to `${MAKERSKILLS_CONFIG:-$HOME/.config/makerskills}/pm/boards.md` (NOT to `references/boards.md` in the repo — that's a template only). Create the parent directory if it doesn't exist yet.
- Optionally seed the board with starter cards from a conversation about what's on the user's mind for that business

### triage
- Pull the Backlog column
- Apply Eisenhower (Q1/Q2/Q3/Q4) — show the user the matrix view
- Recommend moves:
  - Q1 (urgent + important) → move to Ready or In Progress now
  - Q2 (important, not urgent) → move to Ready, schedule when
  - Q3 (urgent, not important) → delegate (to whom?) or move to Ready if no one
  - Q4 (neither) → archive
- Apply moves via the adapter (or output text the user applies manually)

### next
- **Single board**: pull Ready, then In Progress. If WIP exceeded, surface what to finish first. If WIP available, recommend top Ready item by Eisenhower priority.
- **Cross-portfolio** (`/pm next` with no business): pull Ready from every board, Eisenhower-rank, recommend top 1–3 across all businesses. Bias toward Q1 then Q2.

### status
Generate an async-shareable snapshot:

```markdown
# [Business] — Status as of YYYY-MM-DD

**Shipped this week:** N cards
- <card title>
- <card title>

**In progress:** N cards
- <card title> — <who/what>

**Review/Blocked:** N cards
- <card title> — blocked on <reason>

**Up next:** top 2–3 from Ready
- <card title>
- <card title>

**Open question:** <one thing that would unblock progress if answered>
```

Output is paste-ready for Slack, Notion, email, partner DM.

### unblock
- Read everything in Review/Blocked
- For each card: surface the blocker, suggest an action (nudge X, escalate to Y, descope, kill, move back to In Progress if blocker is gone)
- Output a short list of moves

### weekly
**Friday pulse + planning**:
1. For each board: shipped this week, in progress, blocked
2. Cross-portfolio: where's momentum? where's drift?
3. Plan next week: 3–5 Q2 items to pull from Ready into In Progress on Monday
4. Output the combined snapshot — pasteable into Notion weekly log, partner update, or personal journal

## WIP limits

Default WIP per column (override in your local `boards.md` per business):

| Column | Default WIP |
|---|---|
| In Progress | 3 |
| Review/Blocked | (no limit — but flag if >5) |

If WIP exceeded in `next` mode, **don't pull more** — recommend finishing or moving something to Review/Blocked first.

## Async-first writing rules

When generating status / weekly outputs:

- **Lead with the headline** — what shipped this week, or what's at risk
- **Be specific** — "shipped X" not "made progress on Y"
- **No verbs without subjects** — write so the reader can pick up cold
- **Blockers name the blocker** — "waiting on designer's review" not "blocked"
- **Open questions are explicit** — one bolded line per status that asks for what would unblock momentum

## Composes with

- `decide` — when a project hits a real decision, route to `/decide`
- `deep-research` — when a card needs research before it's actionable
- `business-brainstorm` — when an idea on the Backlog deserves pressure-testing before triage
- `jab-hook` — when status / shipped items become BIP-post material
- Memory (`project_*.md`) — for portfolio context per business

## Notes on quality

- **Limit WIP.** Multitasking is the most reliable way to ship nothing. Cap In Progress at 3 (override in your local `boards.md` per business if truly needed). If the cap is hit, don't pull more — recommend finishing or moving something to Review/Blocked.
- **Lead with the headline** in every status output — what shipped this week, or what's at risk. Not "made progress on X" — that's noise.
- **Be specific.** "Shipped the primary logo variant" beats "made progress on branding." Specificity signals real motion; vagueness signals none.
- **No verbs without subjects.** Write status so the reader can pick up cold — 3 weeks later or forwarded to a partner who missed the last update.
- **Blockers name the blocker.** "Waiting on designer's review of the homepage draft" — not "blocked." Blockers without names create no urgency.
- **Open questions are explicit** — one bolded line per status that asks for what would unblock momentum. Async momentum lives or dies on how well open questions are surfaced.
- **Tool-agnostic by design.** pm speaks Kanban + Eisenhower; the adapters (Notion / GitHub / Plane / Linear / Obsidian / manual) translate. Adding a new tool = one adapter file, not a rewrite.

© coreyhaines31 · MIT · coreyhaines31/makerskills

Similar skills

Everything for Notes, tasks and projects →

pm by other authors comes first.

From the same set13

Project sponsors

Companies that keep this analytics open
Gold sponsor

Impressions, clicks and code copies — open statistics. We keep the numbers public for the same reason NeBlask itself is public. Become a sponsor