Planning and Task Management skill 03 of 13

Task Capture and Clarify SKILL.md

The Task Capture and Clarify skill makes Claude, Codex or another AI agent collect commitments from email, chat, meetings, documents, calls and passing ideas into one inbox, then process every item with the Getting Things Done decisions: delete, do now if it takes under two minutes, delegate, put on the calendar, turn into a project or file as reference.

task-capture-clarify/SKILL.md, version 1.0.0, 1,502 words.

Tasks arrive from everywhere: email, chat, meetings, calls, documents, voice notes and passing thoughts. When they are not captured, people rely on memory and things slip. When everything is captured but never clarified, lists fill with vague notes nobody wants to start. David Allen's Getting Things Done method separates these steps: capture everything in a few trusted inboxes, then clarify each item into a decision. [Reference, Getting Things Done]

This skill helps a person and their AI agent collect commitments from every source into one inbox, then process each item quickly: delete it, do it now, delegate it, defer it to a date, turn it into a project or file it as reference.

Operating principles

  1. Capture fast, decide later. Getting it out of the head is the first job.
  2. Few inboxes. Two or three collection points the person checks, not ten.
  3. Every item gets a decision. Nothing stays in the inbox after processing.
  4. Two-minute rule. If it takes less than about two minutes, do it now.
  5. Next action or nothing. Kept items become a clear action, a waiting item, a project or reference.

Capture sources

SourceHow to capture
EmailFlag or forward actionable emails to the task inbox; the agent extracts actions
Chat (Slack, Teams, WhatsApp)Save or forward messages with requests
MeetingsThe agent extracts actions, owners and dates from notes
Documents and commentsMentions and assigned comments go to the inbox
Calls and voice notesDictate a one-line note immediately
Ideas on the goA quick-add note on the phone

When to use, and when not to

Use it for inbox processing, turning meeting notes or email threads into tasks, a brain dump when overwhelmed, or cleaning up a messy to-do list.

Don't use it to choose what to do today (prioritisation, daily-planning) or to triage email itself (the Email and Inbox skills).

Raw SKILL.md file

.md

This is the exact file agents read, including the credit header and licence notice. Save it as task-capture-clarify/SKILL.md.

---
name: task-capture-clarify
description: "Collect commitments from email, chat, meetings, documents, calls and ideas into one inbox, then process each item with the Getting Things Done decisions: delete, do now under two minutes, delegate, defer to the calendar, create a project or file as reference, extracting actions, owners and dates from notes and threads. Use whenever someone wants a brain dump, to process their inbox or to-do list, to turn meeting notes, email threads or chat into tasks, or feels overwhelmed by loose commitments."
license: CC-BY-4.0
metadata:
  author: Afeez Adebayo
  author_url: https://afeezadebayo.com
  author_linkedin: https://www.linkedin.com/in/afeez-adebayo/
  author_x: https://x.com/za_icon
  source: https://afeezadebayo.com/skills-md/productivity/planning-tasks/task-capture-clarify/
  category: productivity
  subcategory: planning-tasks
  version: "1.0.0"
  created: "2026-10-10"
  updated: "2026-10-12"
---

# Task Capture and Clarify

Tasks arrive from everywhere: email, chat, meetings, calls, documents, voice notes and passing thoughts. When they are not captured, people rely on memory and things slip. When everything is captured but never clarified, lists fill with vague notes nobody wants to start. David Allen's Getting Things Done method separates these steps: capture everything in a few trusted inboxes, then clarify each item into a decision. [Reference, Getting Things Done]

This skill helps a person and their AI agent collect commitments from every source into one inbox, then process each item quickly: delete it, do it now, delegate it, defer it to a date, turn it into a project or file it as reference.

## Operating principles
1. **Capture fast, decide later.** Getting it out of the head is the first job.
2. **Few inboxes.** Two or three collection points the person checks, not ten.
3. **Every item gets a decision.** Nothing stays in the inbox after processing.
4. **Two-minute rule.** If it takes less than about two minutes, do it now.
5. **Next action or nothing.** Kept items become a clear action, a waiting item, a project or reference.

## Capture sources
| Source | How to capture |
|---|---|
| Email | Flag or forward actionable emails to the task inbox; the agent extracts actions |
| Chat (Slack, Teams, WhatsApp) | Save or forward messages with requests |
| Meetings | The agent extracts actions, owners and dates from notes |
| Documents and comments | Mentions and assigned comments go to the inbox |
| Calls and voice notes | Dictate a one-line note immediately |
| Ideas on the go | A quick-add note on the phone |

## When to use, and when not to
Use it for inbox processing, turning meeting notes or email threads into tasks, a brain dump when overwhelmed, or cleaning up a messy to-do list.

Don't use it to choose what to do today (`prioritisation`, `daily-planning`) or to triage email itself (the Email and Inbox skills).

## Workflow

### Step 1. Collect
Gather items from the agreed sources. For a brain dump, list everything on the person's mind without filtering: work, home, people, money, ideas.

### Step 2. Clarify each item
Ask two questions: what is it, and is it actionable?

```
Not actionable  -> delete, keep as reference, or add to Someday/Maybe
Actionable, < 2 min -> do it now
Actionable, someone else should do it -> delegate, add to Waiting for
Actionable, needs one step -> write the next action, add to the list
Actionable, needs several steps -> create a project with a first action
Has a fixed date or time -> calendar
```

### Step 3. Write the next action
Verb, object, and where helpful a person, place or tool: "Call the landlord about the leak", not "Flat".

### Step 4. Add context only where it helps
Due dates only when real, the person for waiting items, the source link, and a tag for the area.

### Step 5. Empty the inbox
Confirm every item has a home. Show counts: done, delegated, scheduled, added, projects, reference, deleted.

### Step 6. Set the habit
Process inboxes once or twice a day at set times, not continuously.

## Extracting actions from text
When given meeting notes, email threads or chat logs, the agent:
- Finds sentences that commit someone to do something ("I'll send", "can you", "we need to", "by Friday").
- Records the action, owner, due date and source.
- Marks the user's own actions for the task list and others' for Waiting for.
- Lists unclear items as questions rather than guessing owners or dates.

```
| Action | Owner | Due | Source | Goes to |
| Send revised budget | Me | Fri 18 Oct | Finance sync notes | This week |
| Approve copy | Maya | Wed | Launch thread | Waiting for |
```

## The five lists after processing
| List | Holds | Reviewed |
|---|---|---|
| Next actions | Single steps the person will do | Daily |
| Waiting for | Actions owed by others, with person and date | Weekly, or sooner if urgent |
| Projects | Outcomes needing more than one step, each with a next action | Weekly |
| Calendar | Time-specific actions and appointments | Daily |
| Someday/Maybe | Ideas and options not committed to | Monthly |

## Delegating well
A delegated item needs four things: who, what done looks like, by when, and how they will confirm. The agent drafts the delegation message and adds the item to Waiting for with the date sent, so follow-up happens at the weekly review rather than relying on memory.

## Reference and Someday/Maybe
Reference material, such as documents, links and information, goes to the notes system, not the task list, so tasks stay short. Someday/Maybe holds ideas worth keeping but not committing to now; reviewing it monthly turns good ideas into projects at the right time.

## Brain dump prompts
When someone feels overwhelmed, prompts help empty the mind: projects started but not finished, promises made to people, calls and emails to return, things to buy, bills and admin, home repairs, health appointments, learning goals, and anything causing worry. Every item is captured first, then clarified one by one.

## Daily processing rhythm
Two short sessions work for most people: one mid-morning after the first focus block and one late afternoon. Each takes 10 to 20 minutes and ends with an empty inbox. Between sessions, capture only; do not process continuously.

## Common capture tools
Any tool works if it is always within reach: a notes app on the phone, an email address that forwards to the task inbox, a chat message to the agent, or a paper notebook processed daily. Pick the fewest that cover every place commitments arrive.

## Edge cases and judgement calls
| Situation | What to do |
|---|---|
| Huge backlog (hundreds of items) | Process the newest 50; move older items to a dated archive for later |
| Items that are worries, not tasks | Write one next step or move to Someday/Maybe; suggest talking it through if distress is high |
| Requests with no deadline | Ask the requester or set a review date |
| Shared inbox | Agree owners for each item type |
| Personal and work mixed | One system with area tags, or two lists with a shared review |

## Handoffs to related skills
- Where tasks live: `task-system-setup`
- Choosing priorities: `prioritisation`
- Breaking down projects: `project-breakdown`
- Weekly clean-up: `weekly-review`
- Email triage: the Email and Inbox skills
- Meeting notes to actions: the Meetings and Calendar skills

## Worked example
A founder returned from a week of travel with 140 unread emails, two pages of meeting notes and a full head. The agent extracted 38 actions from the notes and flagged emails, the founder did 11 two-minute items immediately, delegated 7 to the team with dates, turned 4 into projects with first steps, put 3 fixed appointments in the calendar, filed 6 as reference and deleted 7. The task list gained 13 clear next actions, and the inbox was empty in under an hour.

## Output format
```
1. Captured items (count by source)
2. Decisions table: item | decision | next action | owner | date
3. New tasks for the task list
4. Waiting for items
5. New projects with first actions
6. Questions about unclear items
```

## Common mistakes
- Capturing without ever processing.
- Writing topics instead of next actions.
- Too many inboxes to check.
- Inventing owners or due dates.
- Processing continuously instead of at set times.

## Self-check before you answer
- Does every item have a decision?
- Is every kept task a clear next action?
- Are unclear owners and dates listed as questions?
- Is the inbox empty?

---
Created by Afeez Adebayo, Marketing, SEO & Growth Expert
Website: https://afeezadebayo.com
LinkedIn: https://www.linkedin.com/in/afeez-adebayo/
X: https://x.com/za_icon
Source: https://afeezadebayo.com/skills-md/productivity/planning-tasks/task-capture-clarify/

Licence: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/). You may copy, share and adapt this skill, including for commercial use, as long as you credit Afeez Adebayo and link to the source URL above. Keep this notice in any copy or adapted version.

Workflow

Step 1. Collect

Gather items from the agreed sources. For a brain dump, list everything on the person's mind without filtering: work, home, people, money, ideas.

Step 2. Clarify each item

Ask two questions: what is it, and is it actionable?

Not actionable  -> delete, keep as reference, or add to Someday/Maybe
Actionable, < 2 min -> do it now
Actionable, someone else should do it -> delegate, add to Waiting for
Actionable, needs one step -> write the next action, add to the list
Actionable, needs several steps -> create a project with a first action
Has a fixed date or time -> calendar

Step 3. Write the next action

Verb, object, and where helpful a person, place or tool: "Call the landlord about the leak", not "Flat".

Step 4. Add context only where it helps

Due dates only when real, the person for waiting items, the source link, and a tag for the area.

Step 5. Empty the inbox

Confirm every item has a home. Show counts: done, delegated, scheduled, added, projects, reference, deleted.

Step 6. Set the habit

Process inboxes once or twice a day at set times, not continuously.

Extracting actions from text

When given meeting notes, email threads or chat logs, the agent:

  • Finds sentences that commit someone to do something ("I'll send", "can you", "we need to", "by Friday").
  • Records the action, owner, due date and source.
  • Marks the user's own actions for the task list and others' for Waiting for.
  • Lists unclear items as questions rather than guessing owners or dates.
| Action | Owner | Due | Source | Goes to |
| Send revised budget | Me | Fri 18 Oct | Finance sync notes | This week |
| Approve copy | Maya | Wed | Launch thread | Waiting for |

The five lists after processing

ListHoldsReviewed
Next actionsSingle steps the person will doDaily
Waiting forActions owed by others, with person and dateWeekly, or sooner if urgent
ProjectsOutcomes needing more than one step, each with a next actionWeekly
CalendarTime-specific actions and appointmentsDaily
Someday/MaybeIdeas and options not committed toMonthly

Delegating well

A delegated item needs four things: who, what done looks like, by when, and how they will confirm. The agent drafts the delegation message and adds the item to Waiting for with the date sent, so follow-up happens at the weekly review rather than relying on memory.

Reference and Someday/Maybe

Reference material, such as documents, links and information, goes to the notes system, not the task list, so tasks stay short. Someday/Maybe holds ideas worth keeping but not committing to now; reviewing it monthly turns good ideas into projects at the right time.

Brain dump prompts

When someone feels overwhelmed, prompts help empty the mind: projects started but not finished, promises made to people, calls and emails to return, things to buy, bills and admin, home repairs, health appointments, learning goals, and anything causing worry. Every item is captured first, then clarified one by one.

Daily processing rhythm

Two short sessions work for most people: one mid-morning after the first focus block and one late afternoon. Each takes 10 to 20 minutes and ends with an empty inbox. Between sessions, capture only; do not process continuously.

Common capture tools

Any tool works if it is always within reach: a notes app on the phone, an email address that forwards to the task inbox, a chat message to the agent, or a paper notebook processed daily. Pick the fewest that cover every place commitments arrive.

Edge cases and judgement calls

SituationWhat to do
Huge backlog (hundreds of items)Process the newest 50; move older items to a dated archive for later
Items that are worries, not tasksWrite one next step or move to Someday/Maybe; suggest talking it through if distress is high
Requests with no deadlineAsk the requester or set a review date
Shared inboxAgree owners for each item type
Personal and work mixedOne system with area tags, or two lists with a shared review
  • Where tasks live: task-system-setup
  • Choosing priorities: prioritisation
  • Breaking down projects: project-breakdown
  • Weekly clean-up: weekly-review
  • Email triage: the Email and Inbox skills
  • Meeting notes to actions: the Meetings and Calendar skills

Worked example

A founder returned from a week of travel with 140 unread emails, two pages of meeting notes and a full head. The agent extracted 38 actions from the notes and flagged emails, the founder did 11 two-minute items immediately, delegated 7 to the team with dates, turned 4 into projects with first steps, put 3 fixed appointments in the calendar, filed 6 as reference and deleted 7. The task list gained 13 clear next actions, and the inbox was empty in under an hour.

Output format

1. Captured items (count by source)
2. Decisions table: item | decision | next action | owner | date
3. New tasks for the task list
4. Waiting for items
5. New projects with first actions
6. Questions about unclear items

Common mistakes

  • Capturing without ever processing.
  • Writing topics instead of next actions.
  • Too many inboxes to check.
  • Inventing owners or due dates.
  • Processing continuously instead of at set times.

Self-check before you answer

  • Does every item have a decision?
  • Is every kept task a clear next action?
  • Are unclear owners and dates listed as questions?
  • Is the inbox empty?

When to use this skill, and when not to

Use it for a brain dump when overwhelmed, processing your inbox or to-do list, turning meeting notes, email threads or chat into tasks, or cleaning up a messy list.

Tasks that are never captured rely on memory and slip; tasks captured but never clarified fill lists with vague notes nobody starts. David Allen's method separates capturing from deciding.

Don’t use it to choose today's work; use Prioritisation.

Example prompts

  • “Help me do a brain dump; my head is full.”
  • “Turn these meeting notes into tasks with owners and dates.”
  • “Process my to-do list and make it actionable.”
  • “Pull every action out of this email thread.”
  • “I am back from travel with 140 emails and two pages of notes.”

Example output

The skill returns a fixed structure. A shortened example for an imaginary site:

Captured: 38 actions from notes and flagged emails
Done now (under 2 minutes): 11
Delegated with dates: 7 (Waiting for)
Projects created with first steps: 4
Calendar: 3 fixed appointments
Reference: 6 | Deleted: 7
New next actions on the list: 13

Every item gets a decision, every kept task becomes a clear next action and unclear owners or dates become questions instead of guesses.

What the agent needs from you

The skill asks for the sources to capture from, such as email, chat, meeting notes and voice memos, where your task list lives and whether personal and work items share one list.

How this skill hands off to related skills

Task Capture and Clarify connects to Task System Setup, Prioritisation, Project Breakdown and the Weekly Review, plus the Email and Inbox skills.

How to run Task Capture and Clarify step by step

  1. Install the skill as task-capture-clarify/SKILL.md.
  2. Choose two or three inboxes.
  3. Capture everything without filtering.
  4. Decide on each item.
  5. Write next actions and empty the inbox.
  6. Process daily at set times.

Situations this skill handles

Inboxes overflow in familiar ways. The skill handles these:

SituationWhat the skill does
Hundreds of backlog itemsNewest 50 first
Worries, not tasksOne next step or Someday
Requests without deadlinesAsk or set a review date
Shared inboxOwners by item type
Work and personal mixedArea tags or two lists
Unclear ownersListed as questions

What makes this skill different

Most to-do apps capture well and decide badly. This skill makes sure every item gets a decision, turns vague notes into verb-led next actions and pulls commitments out of meeting notes and threads without inventing owners or dates.

It also includes brain-dump prompts for the moments when everything feels too much.

Practical tips from real projects

  • Capture fast, decide later.
  • Few inboxes.
  • Every item gets a decision.
  • Next action or nothing.

A worked example: a founder returned from a week of travel with 140 unread emails, two pages of meeting notes and a full head. The agent extracted 38 actions from the notes and flagged emails. The founder did 11 two-minute items immediately, delegated seven with dates, turned four into projects with first steps, put three fixed appointments in the calendar, filed six as reference and deleted seven. The list gained 13 clear next actions, and the inbox was empty in under an hour.

Capture sources include flagged or forwarded emails, saved chat messages, meeting notes, document comments, one-line notes after calls and quick-add notes for ideas on the go. For a brain dump, prompts cover projects started but unfinished, promises to people, calls and emails to return, things to buy, bills and admin, home repairs, health appointments, learning goals and anything causing worry.

Each item answers two questions: what is it, and is it actionable? Non-actionable items are deleted, kept as reference or added to Someday or Maybe. Actionable items are done now if quick, delegated with a date, written as a next action, turned into a project with a first action or placed on the calendar if they have a fixed time.

Processing leaves five lists: next actions reviewed daily, waiting items reviewed weekly, projects each with a next action, the calendar for time-specific actions and a Someday or Maybe list reviewed monthly. Reference material goes to notes, not the task list, so tasks stay short.

When extracting actions from text, the agent looks for phrases that commit someone, such as I will send, can you or by Friday, records the action, owner, due date and source, sends the user's own actions to the task list and others' to Waiting for, and lists unclear items as questions. Delegated items include who, what done looks like, by when and how completion will be confirmed. Two processing sessions a day, mid-morning and late afternoon, each of 10 to 20 minutes, keep inboxes empty without constant checking.

Edge cases follow simple rules. A huge backlog is handled by processing the newest 50 items and moving older ones to a dated archive for later. Items that are worries rather than tasks get one next step or move to Someday or Maybe, with a suggestion to talk things through when distress is high. Requests without deadlines lead to a question for the requester or a review date. Shared inboxes agree owners for each type of item, and people mixing work and personal tasks use one system with area tags or two lists reviewed together each week.

Any capture tool works if it is always within reach: a phone notes app, an email address that forwards to the task inbox, a message to the agent or a paper notebook processed daily. The aim is the fewest tools that cover every place commitments arrive, so nothing depends on memory.

The result is a short, trusted list of next actions instead of a long list of vague reminders.

Frequently asked questions

Collecting everything on your mind in a few inboxes, then deciding what each item is and what to do with it.

If an action takes less than about two minutes, do it now rather than tracking it.

Two or three collection points you actually check, such as email, one notes app and the agent.

Once or twice a day at set times, ending with an empty inbox.

Yes. It finds commitments, owners and dates and lists anything unclear as a question.

They go to a Someday or Maybe list reviewed monthly.

Changelog

  • 1.0.0, 10 October 2026: first release.

Use, adapt and share this skill under CC BY 4.0: credit Afeez Adebayo and link to this page.