CLAUDE.md Configuration

Overview

CLAUDE.md is a configuration file that provides context to Claude Code about your project. Adding Panel Todo instructions helps Claude use tasks effectively.

Basic Configuration

Add this section to your project's CLAUDE.md:

# Task Management

Use Panel Todo to track tasks during coding sessions:

- Create issues for bugs and features
- Mark tasks as in_progress when starting work
- Complete tasks when done
- Use sprints to organize work

MCP tools available:
- panelTodo_addIssue - Create new issues
- panelTodo_listIssues - See current issues
- panelTodo_updateIssue - Update status/priority
- panelTodo_completeIssue - Mark as done

Advanced Configuration

For teams or complex projects:

# Task Management

## Panel Todo Setup
- Project: my-project
- Current Sprint: Sprint 3

## Workflow
1. Before starting work, check current sprint issues
2. Move issue to in_progress when starting
3. Create sub-issues for complex tasks
4. Complete issues and add comments for context

## Tags
- bug - Bug fixes
- feature - New features
- refactor - Code improvements
- docs - Documentation

## Commands
- List sprint issues: panelTodo_listIssues({ sprintId: "sprint-id" })
- Create issue: panelTodo_addIssue({ title: "...", priority: "high" })
- Move to review: panelTodo_updateIssue({ issueId: "...", status: "review" })

Workflow Templates

AI assistants often forget to mark issues as done after completing work. These copy-paste templates solve this by making task tracking explicit. Choose the workflow that fits your style.

Strict Workflow (Recommended)

Mirror ALL tasks to Panel Todo automatically. This provides persistence across sessions and prevents tasks from falling through cracks when plans change.

# Task Management with Panel Todo

## MIRRORING WORKFLOW (Strict)

Mirror ALL tasks to Panel Todo. This provides persistence across sessions
and prevents tasks from falling through cracks when plans change.

### Starting Work
1. Check existing issues: panelTodo_listIssues({ status: "todo" })
2. For EVERY task you plan to work on, create a mirrored issue:
   panelTodo_addIssue({ title: "...", priority: "..." })
3. Mark as in progress when starting:
   panelTodo_updateIssue({ issueId: "...", status: "in_progress" })

### During Work
- When internal todos change, mirror to Panel Todo
- Add comments for context:
  panelTodo_addComment({ issueId: "...", content: "..." })
- Create issues for any discovered work

### Completing Work
- IMMEDIATELY mirror completions to Panel Todo:
  panelTodo_completeIssue({ issueId: "..." })
- Do NOT batch - mirror each completion as it happens
- Add a final comment summarizing what was done

### End of Session
Before ending, ALWAYS run: panelTodo_listIssues({ status: "in_progress" })
- Complete or update any mirrored issues that were finished
- Add comments to in_progress issues explaining current state
- This ensures nothing is lost between sessions

### Why Mirror?
- Internal todos can be lost when plans update or sessions end
- Panel Todo persists across sessions and syncs across devices
- Provides visibility into work history and progress

Mild Workflow

Mirror tasks to Panel Todo on-demand when requested. This provides persistence without constant overhead.

# Task Management with Panel Todo

## MIRRORING WORKFLOW (Mild)

Mirror tasks to Panel Todo when requested. This provides persistence
without overhead.

### On-Demand Mirroring
When I ask you to "sync to Panel Todo" or "mirror tasks":
1. List current internal todos
2. Create/update corresponding issues in Panel Todo
3. Mark completed items as done in Panel Todo

### When to Mirror (suggestions)
- Before ending a session: "Mirror current tasks to Panel Todo"
- After planning: "Create issues for this plan in Panel Todo"
- After completing work: "Mark the Panel Todo issues as done"

### Available Commands
You can ask me to:
- "Mirror my todos to Panel Todo" - sync current tasks
- "Create a Panel Todo issue for X" - create single issue
- "Mark Panel Todo issues as done" - complete finished work
- "Show me open Panel Todo issues" - check what's tracked

### Available Tools
- Issues: addIssue, listIssues, updateIssue, completeIssue
- Sprints: listSprints, createSprint, moveIssueToSprint
- Organization: listTags, addTagToIssue, listProjects

### Why Mirror?
- Preserves tasks across sessions when plans change
- Provides visibility into work history
- Syncs across devices with Panel Todo Pro

Pro Tips

• Be specific: Tell Claude which project and sprint to use
• Define workflow: Explain your team's process
• List common tags: Help Claude categorize issues correctly
• Include examples: Show the exact tool calls you want

Global vs Project Configuration

You can configure Panel Todo at two levels:

• Global: ~/.claude/CLAUDE.md - Applies to all projects
• Project: ./CLAUDE.md - Project-specific settings

Project configuration overrides global settings.