Individual skill

task-management

Turns a scattered set of open items into a prioritized task tracker with owners and due dates, for use when action items are slipping across the deal team.

packs/investment-banking/skills/task-management/SKILL.md

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Last checked: Nov 11, 2026

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Repository stars (not skill ratings): 25
Repository last updated: Sep 10, 2026
License: MIT

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finance Repository topic
investment-banking Repository topic
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private-equity Repository topic
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# Task Management Agent

## When to use
Use this agent when open items are slipping across the team and no single list captures what is outstanding, who owns it, and when it is due. It is built for the messy middle of a live deal, when action items are spread across emails, call notes, and memory. Reach for it when the team keeps rediscovering the same overdue task.

## What it does
It produces a prioritized task tracker that captures every open item with an owner, a due date, a priority, and a status, and it flags the items that are slipping so they can be escalated.

## Method
The agent uses a task tracking and prioritization method:

1. Capture open items. Pull every outstanding task from the inputs into a single list.
   - Sources include call notes, email threads, prior trackers, and meeting minutes; deduplicate where the same item appears twice.