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How to triage your task list with an agent, approving each edit with Compass

Have a local agent sort Tasks.md while you approve every diff in Obsidian.

Credentials. Agent Client runs a local agent that can read the vault, so use a local agent account you trust and keep any agent keys out of the vault.

Who it is forA person with a long capture list in Tasks.md who wants help sorting it but does not want an agent changing notes unseen.

The problemThe master task list grows faster than anyone reads it, and manual triage takes time away from the work itself.

The outcomeA triaged task list with edits you reviewed and approved one by one in Agent Client.

What you need first

  • Obsidian 1.13.1 or newer
  • The Compass zip from Releases, or a clone of the repository
  • A desktop computer for Agent Client and the Local REST API bridge (these are desktop-only)
  • For the agent use cases: a local agent such as Claude Code, Codex, or Gemini CLI

Steps

  1. Install and enable Agent Client in the vault, and point it at a local agent such as Claude Code, Codex, or Gemini CLI.
  2. Open the Assistant dashboard in 00 Dashboards and start the task triage prompt from the Prompts folder.
  3. Let the agent read 08 Tasks/Tasks.md, 04 Projects, and 05 People, then propose changes.
  4. Review each change in the diff view and approve only the ones you want. Leave auto-allow off.
  5. Check the Task Dashboard in 00 Dashboards to confirm the result.

Prompt for your agent

In the Compass vault at <vault path>, read AGENTS.md and 08 Tasks/Tasks.md, then group the open tasks by project or person. Expected output: a proposed list of groups and moves, with no file changed yet. Verify that every proposed edit is shown as a diff and that no note outside 08 Tasks, 04 Projects, and 05 People was touched.

Caveat. The README says auto-allow ships off and every edit needs approval, so keep it that way for a first run.

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