Labels — the configurable taxonomy¶
Generated from
board/lib/label-bundles.tsbyscripts/gen-labels-doc.mjs. Edit the bundle data there (or re-run the design workflow) and regenerate; do not hand-edit this file.
A label is a structured, catalog-backed category that organizes the demands flowing
onto the board — richer than the freeform tags string. It is the layer that cuts
through the noise: a manager filters to approval-needed, a release manager to doc-chase,
anyone to the universal waiting-on. Each label is:
The description is first-class — it states when the label applies, so an AI agent
(or a human) can pick the right one. Labels are personalizable: you install only the
bundles that fit your role and life, add your own, and edit any of them — entirely from the
board UI. The active set lives in the store (db.labels) and is fetched over the API so
the agent skills assign valid labels and the filter reflects exactly what you use.
Catalog at a glance¶
- 37 bundles — 23 role, 13 life, 1 universal.
- 380 labels (359 distinct ids; shared concepts reuse one id across bundles).
- Install a bundle and its labels union into your catalog (idempotent). Remove or rename any.
- Some labels are shared across bundles by design (one concept = one id, e.g.
onboarding). When two bundles define the same id with a different meaning, the first install wins and the install surfaces a conflict notice — the existing definition is kept, not silently overwritten — so you can rename or edit it.
How it works¶
Data model (board/lib/types.ts)
- LabelDef — a catalog entry. db.labels: LabelDef[] is the active catalog (versioned, backed up, lint-checked).
- CaseRecord.labels: string[] — the label ids assigned to a case.
- LabelColor — a fixed 12-colour palette so chips always render (Tailwind-safe map in lib/format.ts).
- Bundles (board/lib/label-bundles.ts) are static installable packs — LABEL_BUNDLES.
API
- GET /api/labels — the active catalog. This is what skills/agents fetch before a case write.
- POST /api/labels — add a custom label (id minted from the title, de-duplicated).
- PATCH/DELETE /api/labels/:id — edit / remove a label (?scrub=1 also strips it from every case).
- GET /api/labels/bundles — the installable bundles (per-bundle installedCount + ownedCount).
- POST /api/labels/bundles — install a bundle's labels (idempotent; reports conflicts).
- DELETE /api/labels/bundles/:id — uninstall a bundle (remove the labels it owns; ?scrub=0 keeps case refs).
- Case writes validate labels: POST/PATCH /api/cases reject any label id not in the catalog with a
400 that names the unknown id(s) and the valid set — the anti-failure contract, so a skill that
fetched the catalog first never silently drops a category.
MCP (agent surface, mcp/board-server)
- list_labels — fetch the catalog (id + title + description) before assigning.
- list_label_bundles / install_label_bundle / uninstall_label_bundle — discover, install, remove packs.
- create_case / update_case / update_cases take a labels array of catalog ids.
UI (board/components/board)
- Card chips — each case shows its labels (colour + title, description on hover); click a chip to filter.
- Drawer picker — assign/remove labels from a checklist that shows each label's description.
- Filter dropdown — a "Labels" dropdown with a precise category selector (your installed bundles,
grouped) + search. Bundles are collapsible groups with a tri-state select-all, so you can filter by a
whole bundle — or a scope of several bundles — in one click, or drill in to pick individual labels. Drives
an OR facet; the active selection shows as removable chips. Plus group by Label.
- Labels manager — install bundles, add custom labels, edit titles/descriptions/colours, delete — all in-UI.
Skills — second-brain-ingest and the developer-platform skill call list_labels first, then assign
only returned ids (see each SKILL.md).
Regenerate¶
# 1. (re)design the taxonomy — multi-agent workflow → JSON
# (Workflow: design-label-taxonomy)
# 2. write it into board/lib/label-bundles.ts
node scripts/gen-label-bundles.mjs <workflow-output.json>
# 3. regenerate this doc
node scripts/gen-labels-doc.mjs
The bundles¶
Role bundles¶
People Manager / Team Lead manager¶
For an engineering or team lead managing people, approvals, hiring, and delivery health.
| id | label | when to apply | color |
|---|---|---|---|
approval-needed |
Approval needed | Apply when a request awaits your manager sign-off, such as a PR, expense, contract, PTO request, or access grant. | amber |
one-on-one |
1-1 prep | Apply when the item is preparing for, scheduling, or following up on a recurring 1-1 with a direct report. | blue |
time-off |
Time off / coverage | Apply when a report requests PTO, sick, or parental leave, or you must arrange coverage for someone away. | sky |
hiring |
Hiring | Apply when the item is a job req, candidate review, interview, debrief, or offer for an open role on your team. | teal |
performance |
Performance | Apply when the item involves a review cycle, calibration, promotion case, PIP, or feedback you must give a report. | violet |
team-blocker |
Team blocker | Apply when a report is stuck and needs you to unblock them, remove a dependency, or make a call to keep work moving. | red |
escalation |
Escalation | Apply when a stakeholder, exec, or customer escalates an issue to you that demands a same-day response or resolution. | red |
people-conflict |
People issue | Apply when the item concerns interpersonal conflict, morale, attrition risk, or an HR-sensitive matter on your team. | fuchsia |
budget-headcount |
Budget / headcount | Apply when the item touches team budget, vendor spend, headcount planning, or a forecast you own. | orange |
onboarding |
Onboarding | Apply when the item is ramping a new hire or transfer, including setup, buddy assignment, and 30-60-90 check-ins. | green |
status-report |
Status report | Apply when you must produce or roll up a team status update, delivery report, or metrics summary for leadership. | indigo |
Executive / Founder executive-leadership¶
For a CEO/founder fielding board, fundraising, strategy, hiring, partnership, and PR demands across every channel.
| id | label | when to apply | color |
|---|---|---|---|
board-investor-update |
Board & investors | Apply when the item is board prep, a board ask, an investor update, or a request from a board member or investor. | violet |
fundraise |
Fundraising | Apply when the item involves raising capital: investor outreach, deck or data-room prep, diligence, or term sheets. | indigo |
strategy-bet |
Strategy bet | Apply when the item is long-range direction: positioning, a new product line or pivot, build-vs-buy, or a company bet. | pink |
exec-decision |
Decision needed | Apply when someone escalates a call only the founder can make: a tradeoff, sign-off, or tie-breaker that is blocked on you. | red |
key-hire |
Key hire | Apply when the item is recruiting, closing, or onboarding a senior role, or an offer/comp decision at leadership level. | teal |
people-org |
People & org | Apply when the item is an exec 1:1, performance or comp issue, org-design change, or a sensitive personnel matter. | green |
partnership-deal |
Partnership / BD | Apply when the item is a strategic partnership, key-customer deal, or negotiation expecting founder-level engagement. | sky |
pr-public |
PR & public | Apply when the item is a press request, interview, speaking invite, or public statement carrying reputational weight. | fuchsia |
okr-metrics |
OKRs & metrics | Apply when the item is goal-setting or progress against targets: OKR planning, a KPI review, or an off-track signal. | blue |
runway-finance |
Runway & finance | Apply when the item touches company finances you own: budget, burn or runway, major spend, or a cash-flow flag. | amber |
legal-risk |
Legal & risk | Apply when the item is a contract to sign, a legal or compliance question, or any incident posing real risk to the company. | orange |
Executive Assistant / Admin administrative-ea¶
For an executive assistant or admin running an exec's calendar, travel, inbox, and office logistics.
| id | label | when to apply | color |
|---|---|---|---|
scheduling-request |
Scheduling | Apply when someone asks to book, move, or cancel a meeting, or to find a time on the exec's calendar. | blue |
calendar-conflict |
Calendar conflict | Apply when two commitments overlap or a double-booking must be resolved before the exec's day breaks. | red |
travel-booking |
Travel & logistics | Apply when the item involves booking or changing flights, hotels, cars, visas, or an itinerary for a trip. | sky |
expense-report |
Expenses | Apply when receipts, reimbursements, an expense report, or a corporate-card reconciliation need processing. | teal |
inbox-triage |
Inbox triage | Apply when an email or message must be read, sorted, delegated, or drafted on the exec's behalf. | indigo |
meeting-prep |
Meeting prep | Apply when an upcoming meeting needs an agenda, briefing doc, attendee research, or materials assembled. | violet |
gatekeeping |
Gatekeeping | Apply when someone requests access to the exec's time or attention and you must screen, route, or decline it. | amber |
signature-approval |
Signature / approval | Apply when a document, contract, PO, or request is waiting on the exec's signature or sign-off. | orange |
office-ops |
Office ops | Apply when the item is facilities, supplies, equipment, vendor coordination, or event/catering logistics. | green |
personal-errand |
Personal errand | Apply when the exec asks for a personal task such as gifts, appointments, reservations, or family logistics. | pink |
Project / Program Manager project-management¶
For a project or program manager juggling milestones, risks, dependencies, and stakeholder asks across teams.
| id | label | when to apply | color |
|---|---|---|---|
milestone |
Milestone | Apply when the item is tied to hitting or shipping a dated delivery, phase gate, launch, or release on the plan. | violet |
risk |
Risk | Apply when something threatens scope, schedule, budget, or quality and needs to be logged, owned, and mitigated. | orange |
dependency |
Dependency | Apply when progress is gated by another team, vendor, or workstream delivering something first. | amber |
scope-change |
Scope change | Apply when someone requests adding, cutting, or changing deliverables versus baseline and it needs change control. | fuchsia |
status-report |
Status report | Apply when the demand is to produce, update, or send a status update, weekly report, or steering deck. | indigo |
stakeholder-ask |
Stakeholder ask | Apply when a sponsor, exec, or key stakeholder requests information, a decision, or action from you directly. | blue |
decision-needed |
Decision needed | Apply when the item is parked awaiting a go/no-go, trade-off call, or sign-off before work can move forward. | violet |
resource-ask |
Resource ask | Apply when the item concerns staffing, capacity, budget allocation, or filling a gap on the team. | teal |
ceremony |
Ceremony | Apply when the item is a recurring planning, standup, retro, sprint review, or kickoff meeting to run or prep. | sky |
issue-escalation |
Issue / escalation | Apply when an active blocker or incident has been raised to you to drive to resolution or escalate upward. | red |
IT / Sysadmin / Helpdesk it-support¶
For IT support staff, sysadmins, and helpdesk engineers fielding incidents, access, and infrastructure demands.
| id | label | when to apply | color |
|---|---|---|---|
incident |
Incident | Apply when a user or alert reports something broken or degraded that needs a fix or restore, like a dead app or VPN. | red |
outage |
Major outage | Apply when a shared service or system is fully down affecting many users or a whole site and needs major-incident coordination. | red |
security-alert |
Security alert | Apply when a suspected breach, malware, phishing report, or SIEM/EDR detection needs triage and containment. | orange |
access-request |
Access request | Apply when someone asks to grant, change, or revoke permissions, group membership, app access, or a password/MFA reset. | amber |
provisioning |
Provisioning | Apply when a new hire, leaver, or role change requires setting up or decommissioning accounts, mailboxes, and devices. | sky |
patch-update |
Patch / update | Apply when OS, firmware, or software patches and version upgrades need to be scheduled, tested, or rolled out. | blue |
change-request |
Change request | Apply when a planned config, network, or infra change needs review, approval, and a maintenance window before rollout. | indigo |
procurement |
Procurement | Apply when new hardware, software licenses, or a vendor/cloud subscription needs to be quoted, ordered, or renewed. | green |
backup-restore |
Backup / restore | Apply when a backup job, data recovery, or restore-from-backup request needs to be run or verified. | teal |
how-to |
How-to / setup | Apply when a user needs guidance, configuration help, or a walkthrough rather than a fix for a broken system. | violet |
asset-tracking |
Asset / inventory | Apply when a device, license, or asset record needs to be assigned, reclaimed, audited, or updated in inventory. | gray |
Software Engineer software-engineering¶
For an individual-contributor software engineer triaging incoming work across code, reviews, deploys, and on-call.
| id | label | when to apply | color |
|---|---|---|---|
production-incident |
Production incident | Apply when something is broken or degraded in production right now and needs active firefighting or mitigation. | red |
on-call |
On-call | Apply when the item is a page, alert, or on-call rotation duty you must triage while carrying the pager. | orange |
bug-fix |
Bug fix | Apply when a reported defect in existing functionality needs to be reproduced and fixed (not a live outage). | amber |
code-review |
Code review | Apply when a teammate's pull request or design doc is waiting on your review, approval, or feedback. | violet |
feature-work |
Feature work | Apply when the demand is to build new product or user-facing functionality from a ticket, spec, or PRD. | blue |
spike |
Spike / research | Apply when you need a time-boxed investigation, prototype, or technical evaluation before committing to an approach. | sky |
deploy-release |
Deploy / release | Apply when the work is shipping a release, cutting a build, running migrations, or coordinating a rollout or rollback. | indigo |
tech-debt |
Tech debt | Apply when the item is refactoring, cleanup, dependency upgrades, or maintenance work with no new behavior. | gray |
infra-tooling |
Infra / tooling | Apply when the demand concerns CI/CD, build systems, dev environments, or developer tooling rather than product code. | teal |
support-request |
Support request | Apply when another team or user asks you to debug, explain, integrate with, or unblock them on your service or code. | pink |
security-fix |
Security / vuln | Apply when a vulnerability report, CVE, dependency advisory, or security review requires a remediation or patch. | fuchsia |
Product Manager product-management¶
For a product manager triaging incoming demands across discovery, roadmap, specs, launches, experiments, and metrics.
| id | label | when to apply | color |
|---|---|---|---|
user-feedback |
User feedback | Apply when a customer or user reports a need, complaint, request, or reaction to the product that should inform decisions. | teal |
discovery |
Discovery | Apply when the demand is to research a problem, run user interviews, or validate an opportunity before building anything. | violet |
roadmap |
Roadmap | Apply when the item asks you to plan, sequence, or update what the team will build over the coming quarters. | indigo |
prioritization |
Prioritization | Apply when someone asks you to decide what gets built first, trade off requests, or scope down to fit a deadline. | amber |
spec |
Spec / PRD | Apply when the demand is to write, review, or clarify a PRD, user story, or acceptance criteria so engineering can build. | blue |
stakeholder-update |
Stakeholder update | Apply when leadership, sales, or another team asks for a status, demo, or alignment on what your product ships and when. | sky |
experiment |
Experiment | Apply when the item involves designing, launching, or reading out an A/B test, flag rollout, or product hypothesis test. | fuchsia |
metrics-review |
Metrics review | Apply when the demand is to analyze metrics, explain a dashboard movement, or investigate adoption or retention changes. | pink |
launch |
Launch | Apply when the item is a go-to-market or ship task such as release readiness, rollout coordination, or launch comms. | green |
incident |
Incident / regression | Apply when a live bug, outage, or broken product behavior needs your triage, severity call, or customer comms now. | red |
competitive-intel |
Competitive intel | Apply when the item is a competitor move, market shift, or analyst signal you must assess for impact on strategy. | orange |
Sales / Account Executive sales¶
For a quota-carrying account executive triaging the inbound demands of a live sales pipeline — leads, demos, proposals, deals, renewals, and at-risk accounts.
| id | label | when to apply | color |
|---|---|---|---|
inbound-lead |
Inbound lead | Apply when a new prospect, demo request, or marketing/SDR-routed lead lands and needs qualifying and a first touch. | sky |
demo-prep |
Demo / discovery | Apply when a discovery or demo call must be scheduled, prepped, tailored, or followed up on for a prospect. | blue |
proposal |
Proposal / quote | Apply when you owe a prospect a proposal, pricing quote, or order form to advance the deal. | indigo |
rfp-security |
RFP / security review | Apply when a buyer requests an RFP response, security questionnaire, or vendor-assessment paperwork to complete. | violet |
negotiation |
Negotiation / close | Apply when a deal is in late-stage terms, discounting, legal/MSA redlines, procurement, or signature. | amber |
renewal |
Renewal | Apply when an existing account is approaching its renewal date and needs to be re-contracted or upsold. | teal |
churn-risk |
Churn risk | Apply when an account shows risk signals like low usage, complaints, a sponsor change, or a competitor threat. | red |
expansion |
Expansion / upsell | Apply when a current customer opens a cross-sell, upsell, or new-seat opportunity worth a fresh deal motion. | green |
forecast-crm |
Forecast / CRM | Apply when you must update CRM stages, log activity, or submit a pipeline forecast or commit for review. | gray |
champion-touch |
Champion check-in | Apply when a key contact or champion needs a relationship touch, intro, or nudge to keep a deal warm. | fuchsia |
closed-won |
Closed-won handoff | Apply when a signed deal needs onboarding kickoff or handoff to customer success or implementation. | pink |
Marketing marketing¶
For marketers fielding daily demands across campaigns, content, brand, web, and growth.
| id | label | when to apply | color |
|---|---|---|---|
campaign-planning |
Campaign | Apply when the demand is to plan, build, or run a multi-channel campaign: briefs, targeting, budget, or scheduling. | violet |
product-launch |
Launch | Apply when the work is tied to a dated product, feature, or announcement launch with go-to-market deliverables. | red |
content-request |
Content | Apply when someone requests writing or producing content such as blog posts, emails, landing copy, scripts, or video. | blue |
creative-review |
Creative review | Apply when the ask is to review, approve, or give feedback on design, ad creative, or copy before it ships. | amber |
social-media |
Social | Apply when the demand concerns organic social posting, scheduling, community replies, or platform-specific content. | sky |
event-marketing |
Event | Apply when the work is preparing for or following up on a webinar, conference, booth, or field/hosted event. | teal |
seo-web |
SEO & web | Apply when the ask involves search ranking, keywords, site pages, technical SEO, or website content updates. | green |
paid-media |
Paid media | Apply when the demand is about paid ad spend, bidding, budgets, or optimizing ads across search, social, or display. | orange |
analytics-request |
Analytics | Apply when someone requests performance data, a report, dashboard, attribution, or campaign results analysis. | indigo |
brand-guideline |
Brand | Apply when the work concerns brand identity, voice, positioning, messaging, or enforcing brand guidelines and assets. | fuchsia |
pr-comms |
PR & comms | Apply when the demand is a press inquiry, media pitch, spokesperson request, or external announcement statement. | pink |
Customer Success / Support customer-success-support¶
For CSMs and support leads triaging tickets, escalations, renewals, and account health across their book of business.
| id | label | when to apply | color |
|---|---|---|---|
support-ticket |
Support ticket | Apply when a customer reports a problem or asks a how-to question needing a troubleshooting response or resolution. | sky |
escalation |
Escalation | Apply when an account is angry, threatening to churn, or a stuck issue is pushed to a manager for urgent intervention. | red |
outage-incident |
Outage / incident | Apply when customers report the product is down, degraded, or broken at scale and incident response or updates are needed. | red |
bug-report |
Bug report | Apply when a customer surfaces a reproducible defect that needs to be confirmed and handed to engineering. | orange |
onboarding |
Onboarding | Apply when a newly signed account needs setup, kickoff, training, or first-value tasks to get live. | teal |
feature-request |
Feature request | Apply when a customer asks for new functionality or an enhancement that should be captured and routed to product. | violet |
renewal |
Renewal | Apply when a contract is approaching its end date and needs a renewal conversation, quote, or paperwork. | amber |
expansion |
Expansion | Apply when an account shows an upsell or cross-sell opportunity for more seats, tier, or add-ons. | green |
qbr-review |
QBR / review | Apply when a recurring business review or health check-in must be prepped, scheduled, or delivered to an account. | indigo |
churn-risk |
Churn risk | Apply when usage drops, a champion leaves, or sentiment signals an account is at risk and needs a save play. | fuchsia |
billing-issue |
Billing issue | Apply when a customer raises an invoice, payment, refund, or account-admin/access dispute needing resolution. | pink |
Finance / Accounting finance-accounting¶
For finance and accounting professionals triaging invoices, approvals, close tasks, audits, and reporting demands.
| id | label | when to apply | color |
|---|---|---|---|
invoice-payable |
Invoice / AP | Apply when a vendor or supplier invoice arrives and needs coding, matching to a PO, or scheduling for payment. | blue |
approval-needed |
Approval / sign-off | Apply when a payment, expense, journal entry, or PO is waiting on your authorization before it can proceed. | amber |
expense-report |
Expenses | Apply when an employee expense claim or corporate-card reconciliation needs review, policy check, or reimbursement. | sky |
payroll-run |
Payroll | Apply when a payroll cycle, salary change, bonus, or benefits/tax-withholding item must be processed by a pay date. | indigo |
month-end-close |
Month-end close | Apply when a task belongs to the period-end close checklist, like accruals, journal entries, or reconciliations. | teal |
reconciliation |
Reconciliation | Apply when a bank, ledger, or intercompany balance shows a mismatch or variance that must be investigated and cleared. | orange |
budget-forecast |
Budget / forecast | Apply when a budget input, reforecast, variance explanation, or spend-vs-plan question lands from a team or leadership. | violet |
financial-reporting |
Financial reporting | Apply when financial statements, board decks, KPIs, or management reports must be prepared, reviewed, or distributed. | fuchsia |
audit-request |
Audit request | Apply when internal or external auditors request documentation, evidence, or explanations on a PBC list or test. | pink |
tax-compliance |
Tax / compliance | Apply when a tax filing, VAT/sales-tax return, regulatory submission, or statutory deadline requires action. | red |
ar-collections |
AR / collections | Apply when a customer invoice is overdue, disputed, or needs a credit decision, dunning follow-up, or cash-app fix. | green |
HR / People Ops hr-people-ops¶
For HR / People Ops leads who triage recruiting, onboarding, benefits, ER, and payroll demands
| id | label | when to apply | color |
|---|---|---|---|
employee-relations |
Employee relations | Apply when a complaint, conflict, harassment/misconduct report, or investigation involving employees needs handling. | red |
compliance-legal |
Compliance & legal | Apply when the item is a labor-law deadline, audit, leave eligibility, or a legal/regulatory request like an EEOC notice. | red |
payroll-issue |
Payroll issue | Apply when someone reports a pay error, missing paycheck, tax question, timesheet fix, or a payroll cutoff is near. | orange |
approval-needed |
Approval needed | Apply when an offer, requisition, comp change, promotion, or termination is waiting on your or an approver's sign-off. | amber |
recruiting |
Recruiting | Apply when the item is an open req, candidate sourcing, interview scheduling, a debrief, or moving someone through hiring. | sky |
onboarding |
Onboarding | Apply when a new or returning hire needs setup: paperwork, background check, equipment, accounts, or orientation. | blue |
offboarding |
Offboarding | Apply when a departure needs processing: resignation, final pay, exit interview, COBRA, or access and asset revocation. | gray |
benefits-leave |
Benefits & leave | Apply when an employee asks about or enrolls in benefits, open enrollment, FMLA/parental leave, PTO, or a 401(k) change. | teal |
policy-question |
Policy question | Apply when someone asks how a policy works or you must draft, update, or communicate a handbook or conduct policy. | indigo |
performance-comp |
Performance & comp | Apply when the item is a review cycle, PIP, calibration, merit/bonus planning, or a compensation-band question. | violet |
culture-engagement |
Culture & engagement | Apply when planning a team event, DEI initiative, engagement-survey action, recognition program, or an all-hands. | green |
Legal / Compliance legal-compliance¶
For in-house legal counsel and compliance officers triaging contracts, risk, regulatory filings, and disputes.
| id | label | when to apply | color |
|---|---|---|---|
contract-review |
Contract review | Apply when someone asks you to draft, review, redline, or negotiate a commercial agreement like an MSA, SOW, or vendor deal. | blue |
nda-request |
NDA request | Apply when the demand is to issue, review, or countersign an NDA or confidentiality agreement before a deal proceeds. | sky |
approval-needed |
Legal sign-off | Apply when a deal, marketing asset, contract, or release is blocked pending your legal review and go/no-go approval. | amber |
regulatory-filing |
Regulatory filing | Apply when there is a statutory or regulatory submission to prepare and file by a deadline, like SEC, GDPR, or a license. | green |
compliance-incident |
Compliance incident | Apply when a suspected violation, breach, conflict of interest, or whistleblower report needs investigation or remediation. | red |
litigation-dispute |
Litigation / dispute | Apply when the matter involves a claim, demand letter, lawsuit, subpoena, or active dispute with a counterparty. | red |
audit-request |
Audit / exam | Apply when an internal, external, or regulatory audit or exam requests evidence, controls testing, or documentation. | orange |
policy-update |
Policy update | Apply when you must draft, revise, or roll out an internal policy, code of conduct, or compliance procedure. | violet |
risk-assessment |
Risk assessment | Apply when asked to evaluate legal or regulatory exposure on a new product, market, vendor, or decision before it moves. | fuchsia |
data-privacy |
Data / privacy | Apply when the request concerns personal-data handling, a DPA, a data-subject access request, or a privacy review. | teal |
ip-trademark |
IP / trademark | Apply when the demand involves protecting or clearing IP: trademark, patent, copyright, licensing, or infringement. | indigo |
Operations operations¶
For an operations lead fielding incidents, vendor issues, SLAs, capacity, and cost demands.
| id | label | when to apply | color |
|---|---|---|---|
incident |
Incident | Apply when something is broken or degraded in service right now and needs triage, mitigation, or restoration. | red |
sla-risk |
SLA risk | Apply when a service-level or response-time commitment is breached or about to breach and needs intervention. | orange |
vendor-issue |
Vendor issue | Apply when a supplier or third-party provider raises a problem, fails to deliver, or needs a decision on their service. | fuchsia |
contract-renewal |
Contract renewal | Apply when a vendor contract, license, or subscription is up for renewal, renegotiation, or termination. | violet |
supply-shortage |
Supply shortage | Apply when inventory, stock, or materials are running low, delayed, or out and need reordering or sourcing. | amber |
logistics |
Logistics | Apply when a shipment, delivery, fulfillment, or transport movement needs coordinating, rerouting, or tracking. | sky |
capacity-planning |
Capacity planning | Apply when staffing, throughput, or resource capacity must be forecast or adjusted to meet expected demand. | teal |
cost-control |
Cost control | Apply when a budget overrun, spend approval, or cost-reduction opportunity needs review or sign-off. | green |
process-improvement |
Process improvement | Apply when a recurring workflow, SOP, or bottleneck needs documenting, fixing, or optimizing. | blue |
compliance-audit |
Compliance / audit | Apply when a safety, regulatory, quality, or audit requirement needs evidence, remediation, or certification. | indigo |
Consultant / Professional Services consulting-services¶
For independent consultants and professional-services teams juggling proposals, client deliverables, and billable work.
| id | label | when to apply | color |
|---|---|---|---|
new-lead |
New lead | Apply when an inbound inquiry, referral, or RFP arrives from a prospect who is not yet a signed client and needs qualifying. | violet |
proposal |
Proposal / SOW | Apply when you need to draft, price, or send a proposal, statement of work, or contract to win or renew an engagement. | indigo |
scoping |
Scoping | Apply when defining the engagement's objectives, boundaries, timeline, or assumptions to prevent scope creep. | sky |
deliverable |
Deliverable | Apply when a client-facing report, deck, model, design, or recommendation must be produced or finalized by a deadline. | blue |
client-request |
Client request | Apply when an active client asks for extra work, a change, a quick answer, or anything ad hoc outside planned deliverables. | teal |
research |
Research / analysis | Apply when the task is gathering data, interviewing, benchmarking, or analyzing to build the evidence base for a recommendation. | green |
billing |
Billing | Apply when an invoice, timesheet, expense, retainer drawdown, or chasing an overdue payment is the demand. | amber |
scope-risk |
Scope / budget risk | Apply when work drifts beyond agreed scope, hours, or budget and needs a change order or client conversation. | red |
status-report |
Status update | Apply when the demand is a recurring status report, steering-committee update, or stakeholder comms on progress. | orange |
engagement-closeout |
Engagement close-out | Apply when wrapping up a project: final handoff, retrospective, references, or setting up the next phase or renewal. | fuchsia |
Designer / Creative design-creative¶
For product, brand, and visual designers fielding requests, reviews, and asset work across channels.
| id | label | when to apply | color |
|---|---|---|---|
design-request |
Design request | Apply when someone asks you to create or change a new design, screen, mockup, or visual deliverable from scratch. | blue |
design-review |
Review needed | Apply when a stakeholder, PM, or peer asks you to review their work or wants your sign-off on a design before it ships. | violet |
feedback-incoming |
Feedback to address | Apply when you receive critique, comments, or change requests on a design you already shared that you now must act on. | amber |
iteration |
Iteration / revision | Apply when the demand is to refine, tweak, or produce another round of an existing design rather than make something new. | sky |
asset-delivery |
Asset delivery | Apply when someone needs final exported files, specs, or assets like icons, logos, or images packaged and sent. | teal |
dev-handoff |
Dev handoff | Apply when engineering needs design specs, redlines, prototypes, or component details to start or unblock implementation. | indigo |
brand-guidance |
Brand question | Apply when someone asks for brand approval, guidelines, or whether something is on-brand: colors, type, voice, or logo. | fuchsia |
design-research |
Research / discovery | Apply when the demand involves user research, competitive teardown, exploration, or gathering input before designing. | green |
design-system |
Design system | Apply when the request is to add, update, or document a shared component, token, or pattern in the design system. | gray |
creative-brief |
Creative brief | Apply when a new campaign, project, or initiative kicks off and you need to scope direction, deliverables, and goals. | orange |
Data / Analytics data-analytics¶
For data analysts, analytics engineers, and data scientists fielding ad-hoc pulls, dashboards, pipelines, and metric questions.
| id | label | when to apply | color |
|---|---|---|---|
ad-hoc-pull |
Ad-hoc data pull | Apply when someone asks for a one-off query, extract, list, or count to answer a specific question right now. | sky |
dashboard-request |
Dashboard / report | Apply when the demand is to build, change, or fix a recurring dashboard, scheduled report, or BI view. | blue |
pipeline-incident |
Pipeline broken | Apply when an ETL/ELT job, sync, or scheduled DAG has failed, is late, or stopped delivering fresh data. | red |
data-quality |
Data quality issue | Apply when numbers look wrong, duplicated, null, or mismatched and the underlying data needs validation or a fix. | orange |
metric-definition |
Metric question | Apply when someone disputes a number or asks how a metric is defined, sourced, or why two reports disagree. | amber |
model-forecast |
Model / forecast | Apply when the ask is to build, retrain, score, or explain a predictive model, forecast, or scoring algorithm. | violet |
experiment-readout |
Experiment readout | Apply when an A/B test or experiment needs design, monitoring, or a results analysis to call a winner. | indigo |
tracking-instrumentation |
Tracking / events | Apply when the demand is to define, add, or QA event tracking, tags, or instrumentation so data is captured correctly. | teal |
data-access |
Data access request | Apply when someone needs permissions, credentials, or access provisioned to a dataset, warehouse, or BI tool. | fuchsia |
self-serve-enablement |
Self-serve enablement | Apply when the request is to document a dataset, certify a table, or teach a stakeholder to answer it themselves. | green |
Developer Platform Lead (DX Lead) developer-platform-lead¶
For a developer-experience lead managing platform adopters, onboarding, and the platform's cost-efficiency.
| id | label | when to apply | color |
|---|---|---|---|
prospect |
Prospect | Apply when the demand is a new lead or first-call opportunity not yet an adopter, like an intro, referral, or pitch to win. | violet |
onboarding |
Onboarding | Apply when the demand is bringing on a new team or workspace: account provisioning, environment setup, or the new-adopter checklist. | sky |
access-review |
Access review | Apply when the demand concerns access due diligence, scope and permission audits, dependency or license screening, or a security query to clear. | red |
doc-chase |
Document chase | Apply when you are waiting on or collecting outstanding paperwork like an API token, an integration spec, or a signed agreement. | amber |
compatibility |
Compatibility | Apply when matching a feature or release to the team's stack, version constraints, or supported-config rules before rollout. | orange |
transaction |
Transaction | Apply when the demand is a team instruction to execute: a deploy, migration, plan change, payment, or transfer. | blue |
cost-efficiency |
Cost-efficiency | Apply when the demand concerns platform economics: pricing, fee or usage-rebate review, usage/revenue, or account margin. | teal |
portfolio-review |
Account review | Apply when the demand is a periodic or ad-hoc review of a team's usage, performance, allocation, or review meeting. | indigo |
usage-billing |
Credit / usage billing | Apply when the demand is billing against usage: a usage-based plan, prepaid credits, an overage charge, or a quota shortfall. | pink |
client-care |
Adopter care | Apply when the demand is a relationship touch with an existing team: a service request, complaint, milestone, or check-in. | green |
Teacher / Educator teaching-education¶
For a classroom teacher or instructor juggling lessons, grading, students, and parent and admin demands.
| id | label | when to apply | color |
|---|---|---|---|
lesson-planning |
Lesson planning | Apply when the demand is preparing, sequencing, or adapting a lesson, unit, activity, or teaching material to deliver. | blue |
grading |
Grading | Apply when student work, an assignment, quiz, or exam is waiting to be marked, scored, or have feedback returned. | amber |
parent-comms |
Parent contact | Apply when a parent or guardian message, conference, progress update, or concern about a student needs a response. | sky |
student-support |
Student support | Apply when an individual student needs intervention, accommodation, an IEP/504 task, or pastoral or behavioral follow-up. | violet |
assessment-deadline |
Assessment / deadline | Apply when a dated exam, test window, report-card cutoff, or grade-submission deadline is approaching. | red |
admin-paperwork |
School admin | Apply when the item is school paperwork, attendance, compliance forms, duty rosters, or a request from administration. | gray |
meeting-pd |
Meeting / PD | Apply when the demand is a staff meeting, department meeting, training, or professional-development session to attend or prep. | indigo |
event-trip |
Event / field trip | Apply when organizing or chaperoning a field trip, assembly, performance, sports event, or other school activity. | teal |
resources-supplies |
Resources / supplies | Apply when classroom materials, books, equipment, tech, or supplies need to be sourced, requested, or set up. | green |
curriculum-planning |
Curriculum | Apply when the item is longer-range curriculum mapping, scheme-of-work design, or standards alignment beyond one lesson. | fuchsia |
Recruiter / Talent Acquisition recruiting-talent¶
For a full-time recruiter or sourcer running candidate pipelines from req intake to offer across many roles.
| id | label | when to apply | color |
|---|---|---|---|
intake-req |
Intake / new req | Apply when a new open role needs an intake meeting, scorecard, job description, or kickoff with the hiring manager. | indigo |
sourcing |
Sourcing | Apply when the task is actively finding candidates: searches, outreach, referrals, or building a pipeline for a role. | sky |
screening |
Screening | Apply when a candidate needs a resume review, recruiter phone screen, or qualification check before advancing. | blue |
interview-coord |
Interview coord | Apply when an interview loop or panel must be scheduled, coordinated, or rescheduled across candidate and interviewers. | teal |
candidate-followup |
Candidate follow-up | Apply when a candidate is awaiting a reply, status update, or nudge to keep them warm and moving through the process. | green |
debrief-decision |
Debrief / decision | Apply when interviewer feedback must be collected or a hire/no-hire decision is parked awaiting the loop's verdict. | violet |
offer-stage |
Offer | Apply when an offer needs to be approved, extended, negotiated, or is awaiting a candidate's accept or decline. | amber |
offer-decline-risk |
At-risk candidate | Apply when a candidate may drop out, has a competing offer, or has gone quiet and the placement is in jeopardy. | red |
ats-admin |
ATS / pipeline admin | Apply when you must update applicant-tracking records, disposition candidates, or report on pipeline and funnel metrics. | gray |
hm-update |
Hiring manager update | Apply when the hiring manager or panel needs a pipeline update, sync, or alignment on the search's progress. | orange |
Clinician / Healthcare Provider clinical-care¶
For a nurse, doctor, or allied clinician managing patients, charting, orders, and care coordination across a caseload.
| id | label | when to apply | color |
|---|---|---|---|
patient-followup |
Patient follow-up | Apply when a patient needs a callback, result communicated, recheck, or follow-up contact after a visit or test. | sky |
charting |
Charting / notes | Apply when a clinical note, encounter, or documentation must be completed, signed, or amended in the record. | blue |
orders-rx |
Orders / Rx | Apply when a prescription, lab, imaging, or treatment order needs to be placed, renewed, or signed off. | teal |
results-review |
Results to review | Apply when lab work, imaging, or diagnostic results have returned and need clinical review and a disposition. | violet |
referral-coord |
Referral / coordination | Apply when care must be coordinated with another provider, specialist, facility, or service via a referral or handoff. | green |
urgent-clinical |
Urgent clinical | Apply when a patient situation is acute or deteriorating and needs same-day clinical attention or escalation. | red |
prior-auth |
Prior auth / insurance | Apply when a treatment, drug, or procedure needs insurance authorization, appeal, or coverage paperwork to proceed. | amber |
patient-message |
Patient message | Apply when a patient portal message, question, or non-urgent request is waiting for a clinical reply. | indigo |
compliance-quality |
Compliance / quality | Apply when the item is a mandatory training, audit, quality measure, incident report, or regulatory clinical requirement. | orange |
shift-handoff |
Shift / handoff | Apply when the task is a shift handoff, on-call duty, rounding list, or coverage item tied to your clinical shift. | fuchsia |
Real Estate Agent / Broker real-estate-agent¶
For a residential or commercial agent juggling listings, buyers, showings, offers, and closings across deals.
| id | label | when to apply | color |
|---|---|---|---|
new-lead |
New lead | Apply when a buyer or seller inquiry, referral, or sphere contact arrives and needs qualifying and a first response. | sky |
listing-prep |
Listing prep | Apply when a property needs to be readied to list: pricing, photos, staging, paperwork, or MLS entry. | violet |
showing |
Showing / open house | Apply when a private showing, open house, or property tour must be scheduled, hosted, or followed up on. | teal |
offer-negotiation |
Offer / negotiation | Apply when an offer needs to be written, presented, countered, or negotiated on behalf of a buyer or seller. | amber |
under-contract |
Under contract | Apply when a deal is in escrow and needs inspections, appraisal, contingencies, or contract milestones managed. | indigo |
closing |
Closing | Apply when a transaction is approaching settlement and needs final docs, walkthrough, funds, or signing coordinated. | green |
deadline-contingency |
Deadline / contingency | Apply when a contractual deadline or contingency date is approaching that could break the deal if missed. | red |
client-followup |
Client follow-up | Apply when a current or past client needs a check-in, update, or nurture touch to keep the relationship warm. | blue |
vendor-coord |
Vendor coordination | Apply when a lender, inspector, photographer, title, or other transaction vendor must be booked or chased. | orange |
transaction-admin |
Transaction admin | Apply when disclosures, commissions, compliance files, or CRM records for a deal need to be completed or filed. | gray |
Researcher / Academic research-academia¶
For an academic or researcher balancing papers, grants, peer review, teaching, and lab or fieldwork.
| id | label | when to apply | color |
|---|---|---|---|
manuscript |
Manuscript | Apply when the task is writing, revising, or submitting a paper, abstract, or responding to reviewer comments. | blue |
grant-funding |
Grant / funding | Apply when a grant proposal, renewal, budget, or funder report must be prepared or submitted by a deadline. | green |
peer-review |
Peer review | Apply when you are asked to review a paper, proposal, or abstract for a journal, conference, or panel. | violet |
experiment-data |
Experiment / data | Apply when the work is running an experiment, collecting or analyzing data, or managing a study or lab protocol. | teal |
submission-deadline |
Submission deadline | Apply when a hard external date looms: a conference CFP, journal, grant, or abstract submission cutoff. | red |
teaching-supervision |
Teaching / advising | Apply when the item is teaching a course, grading, or supervising and advising students or research mentees. | sky |
collaboration |
Collaboration | Apply when a co-author, collaborator, or partner lab is awaiting input, a contribution, or coordination from you. | indigo |
conference-talk |
Conference / talk | Apply when preparing, scheduling, or traveling for a conference, seminar, poster, or invited talk. | fuchsia |
ethics-compliance |
Ethics / compliance | Apply when an IRB/ethics approval, data-management plan, or research-compliance requirement needs action. | orange |
admin-service |
Admin / service | Apply when the item is departmental service, committee work, reporting, or institutional admin outside research. | gray |
Life bundles¶
Household Admin life-household-admin¶
For the person running a household — bills, paperwork, appointments, renewals and the steady drip of admin.
| id | label | when to apply | color |
|---|---|---|---|
bill-to-pay |
Bill to pay | Apply when an invoice, statement, or payment request has arrived and money must be sent or scheduled by a due date. | red |
renewal-due |
Renewal due | Apply when a subscription, membership, licence, passport, or domain is expiring and must be renewed or cancelled. | amber |
insurance |
Insurance | Apply when the item concerns a policy, quote, claim, or coverage change for home, auto, health, life, or contents. | indigo |
appointment |
Appointment | Apply when something needs a slot booked, confirmed, or rescheduled: doctor, dentist, vet, salon, viewing, or service. | sky |
form-to-file |
Form to file | Apply when a form, application, or government/school/bank submission must be completed and sent to meet a deadline. | violet |
document-needed |
Document needed | Apply when you must locate, request, scan, sign, or file a document like a contract, certificate, or proof of address. | blue |
delivery-tracking |
Delivery / return | Apply when a parcel, order, or shipment needs tracking, collecting, accepting at home, or returning. | teal |
repair-maintenance |
Repair / upkeep | Apply when something at home is broken or due for maintenance and needs a tradesperson, part, or scheduled service. | orange |
utilities-account |
Utilities / account | Apply when setting up, switching, disputing, or changing an account with a utility, telecom, bank, or service provider. | gray |
warranty-claim |
Warranty / dispute | Apply when chasing a refund, warranty repair, overcharge, or billing error with a vendor or service. | fuchsia |
Personal Finance life-personal-finance¶
For an individual managing their own money: budgeting, taxes, investing, debt, and big purchases.
| id | label | when to apply | color |
|---|---|---|---|
bill-due |
Bill due | Apply when a bill, loan payment, or invoice has a hard due date and risks a late fee or service cutoff if missed. | red |
tax-filing |
Tax filing | Apply when the item is filing returns, quarterly estimates, deductions, document collection, or any tax-deadline task. | orange |
fraud-dispute |
Fraud or dispute | Apply when reviewing a suspicious charge, disputing a transaction, freezing a card, or responding to a breach alert. | pink |
budget-review |
Budget review | Apply when reconciling accounts, categorizing spend, or checking whether spending is on track against the budget. | blue |
subscription-audit |
Subscription audit | Apply when a recurring subscription or membership is renewing, raising its price, or up for a cancel/keep decision. | sky |
debt-paydown |
Debt paydown | Apply when the task is paying down or refinancing a credit card, loan, or mortgage, or weighing a payoff strategy. | amber |
invest-rebalance |
Invest & rebalance | Apply when reviewing a portfolio, rebalancing allocations, deciding a buy/sell, or acting on a market-driven move. | violet |
retirement-contrib |
Retirement & savings | Apply when funding a 401k/IRA, hitting a contribution or match deadline, or moving money into savings. | teal |
big-purchase |
Big purchase | Apply when researching, saving for, or deciding on a major one-off purchase like a car, home, appliance, or trip. | indigo |
insurance-renewal |
Insurance & coverage | Apply when an insurance policy is renewing, a claim is in flight, or coverage needs to be compared or updated. | green |
money-admin |
Account admin | Apply for routine financial paperwork: opening/closing accounts, updating beneficiaries, statements, or KYC requests. | gray |
Health & Wellness life-health-wellness¶
For anyone managing their own health, appointments, meds, fitness, and mental wellbeing across channels.
| id | label | when to apply | color |
|---|---|---|---|
appointment-booking |
Appointment | Apply when the item is scheduling, confirming, rescheduling, or preparing for a doctor, dentist, specialist, or therapy visit. | sky |
prescription-refill |
Prescription | Apply when the item involves refilling, picking up, renewing, or adjusting a medication or a pharmacy request. | blue |
test-results |
Test results | Apply when lab work, imaging, screenings, or other clinical results have arrived and need review or follow-up action. | violet |
symptom-concern |
Symptom / concern | Apply when a new or worsening symptom, injury, or acute health worry needs assessment or a same-week medical decision. | red |
preventive-checkup |
Preventive care | Apply when the item is a routine physical, dental cleaning, vaccination, or recommended screening that is due or overdue. | teal |
insurance-billing |
Insurance / billing | Apply when the item is a medical bill, claim, pre-authorization, EOB, or coverage question to pay or dispute. | amber |
fitness-training |
Fitness | Apply when the item is a workout plan, training session, class booking, or physical-activity goal to schedule or log. | green |
mental-health |
Mental health | Apply when the item relates to a therapy session, mood, stress, sleep, or a mindfulness or self-care practice to act on. | indigo |
nutrition-diet |
Nutrition | Apply when the item is about meal planning, dietary changes, supplements, or tracking food and hydration. | orange |
care-coordination |
Care coordination | Apply when the item involves managing care for a dependent or coordinating referrals, records, or providers across parties. | fuchsia |
Family & Relationships life-family-relationships¶
For staying on top of family, partner, kids, parents, and friendships across daily life.
| id | label | when to apply | color |
|---|---|---|---|
kids-logistics |
Kids logistics | Apply when the demand involves a child's schedule, transport, pickups, activities, playdates, or daily care coordination. | sky |
school |
School | Apply when the item concerns school: forms, permission slips, teacher messages, meetings, tuition, homework, or enrollment. | blue |
partner |
Partner | Apply when the demand is about your spouse or partner: shared decisions, date plans, their asks, or relationship check-ins. | pink |
parents-elders |
Parents & elders | Apply when the item concerns aging parents or older relatives: their needs, requests, visits, or coordinating help. | violet |
caregiving |
Caregiving | Apply when the demand is hands-on care for a dependent: meds, appointments, doctor coordination, or arranging caregivers. | indigo |
health-appointment |
Health appointment | Apply when the item is booking, prepping for, or following up on a medical, dental, or wellness visit for a family member. | teal |
social-plans |
Social plans | Apply when the demand is organizing or responding to get-togethers with friends or family: dinners, trips, or hosting. | amber |
celebration |
Celebration | Apply when the item is a birthday, anniversary, holiday, gift, card, or party that needs planning or remembering. | fuchsia |
household |
Household | Apply when the demand is running the shared home: chores, repairs, groceries, bills, or coordinating contractors. | green |
stay-in-touch |
Stay in touch | Apply when someone deserves a reach-out you owe: a friend you've lost touch with, a thank-you, or an overdue reply. | orange |
family-tension |
Family tension | Apply when the item is a sensitive conflict, disagreement, or hard conversation with a family member or friend. | red |
Home & Maintenance life-home-maintenance¶
For a homeowner or renter juggling repairs, contractors, chores, and household projects.
| id | label | when to apply | color |
|---|---|---|---|
urgent-repair |
Urgent repair | Apply when something is broken in a way that risks safety, damage, or livability and needs fixing now, like a leak or no heat. | red |
routine-repair |
Routine repair | Apply when a non-urgent fix-it task comes in for something worn, loose, or partly broken that can wait until convenient. | orange |
appliance |
Appliance | Apply when the demand concerns a household appliance or system like the fridge, washer, boiler, or HVAC needing service. | amber |
contractor |
Contractor & quotes | Apply when you need to find, vet, schedule, quote, or pay a tradesperson like a plumber, electrician, or handyman. | violet |
renovation |
Renovation project | Apply when the item is part of a larger multi-step home improvement effort like a kitchen redo, repaint, or new flooring. | indigo |
cleaning |
Cleaning & chores | Apply when the task is recurring upkeep or deep cleaning: decluttering, laundry, scrubbing, or booking a cleaner. | sky |
garden-outdoor |
Garden & outdoor | Apply when the demand involves the yard, garden, lawn, plants, or exterior like the patio, fence, gutters, or driveway. | green |
seasonal-maintenance |
Seasonal upkeep | Apply when it is preventive, calendar-driven maintenance like winterizing pipes, servicing the furnace, or swapping filters. | teal |
supplies-shopping |
Supplies & shopping | Apply when you need to buy, order, return, or restock materials, tools, parts, or furnishings for the home. | blue |
move-logistics |
Move & logistics | Apply when the task relates to moving, packing, storage, deliveries, or transferring utilities and home services. | fuchsia |
home-admin |
Home admin | Apply when it is paperwork or recurring obligations for the home: insurance, property tax, HOA dues, warranties, or permits. | gray |
Errands & Shopping life-errands-shopping¶
For anyone running household errands, shopping, and pickups day to day.
| id | label | when to apply | color |
|---|---|---|---|
grocery-run |
Grocery run | Apply when the item is buying food, household staples, or restocking the pantry/fridge, in-store or via a delivery order. | green |
online-order |
Online order | Apply when something needs to be ordered, purchased, or placed in a cart online and is not yet shipped. | blue |
delivery-tracking |
Delivery tracking | Apply when a placed order is in transit and the task is to track, receive, or be home for a shipment or delivery. | sky |
pickup |
Pickup | Apply when something must be collected in person from a store, locker, pharmacy, dry cleaner, or curbside slot. | teal |
return-exchange |
Return / exchange | Apply when an item needs to be returned, exchanged, or refunded, including printing labels and meeting return windows. | red |
gift |
Gift | Apply when the task is choosing, buying, or wrapping a present for a birthday, holiday, or special occasion. | fuchsia |
in-person-errand |
In-person errand | Apply when the task requires physically going somewhere for non-shopping business like the post office, bank, or notary. | indigo |
deal-watch |
Deal watch | Apply when a purchase is on hold pending a sale, coupon, price drop, restock, or comparison-shopping decision. | amber |
household-restock |
Household restock | Apply when a consumable at home is running low and needs reordering, like cleaning products, toiletries, or pet food. | orange |
warranty-receipt |
Warranty / receipt | Apply when a purchase needs a receipt saved, warranty registered, or a claim or repair filed for an item already bought. | violet |
Travel & Trips life-travel¶
For someone planning, booking, and managing personal trips end to end.
| id | label | when to apply | color |
|---|---|---|---|
flight-booking |
Flight booking | Apply when the demand is to search, choose, book, or change a flight: fares, seats, layovers, or award redemptions. | blue |
lodging |
Lodging | Apply when the demand is to find, book, modify, or cancel a place to stay like a hotel, Airbnb, or hostel. | sky |
ground-transport |
Ground transport | Apply when arranging on-the-ground travel: rental car, train, ferry, airport transfer, or rideshare. | teal |
itinerary |
Itinerary | Apply when building or adjusting the day-by-day plan: routes, daily schedule, reservations, and activity sequencing. | indigo |
visa-entry |
Visa & entry | Apply when the task involves a visa, ESTA/eTA, passport validity, vaccination proof, or any border-entry requirement. | red |
trip-deadline |
Trip deadline | Apply when an item is time-locked by departure or a booking window like check-in opening, a fare hold, or a refund cutoff. | orange |
packing |
Packing | Apply when the demand is to prepare what to bring: a packing list, gear, luggage limits, clothing, or chargers/adapters. | amber |
travel-docs |
Travel docs | Apply when gathering or storing confirmations, boarding passes, e-tickets, reservation numbers, and insurance details. | violet |
trip-budget |
Trip budget | Apply when the item concerns trip money: setting a budget, comparing prices, expense splitting, currency, or shared costs. | green |
destination-research |
Destination research | Apply when researching a place before committing: things to do, neighborhoods, dates/seasons, safety, or local logistics. | fuchsia |
Learning & Growth life-learning-growth¶
For someone deliberately learning new skills, studying, and building habits outside work.
| id | label | when to apply | color |
|---|---|---|---|
course-coursework |
Course | Apply when the demand is enrolling in, watching lectures for, or completing assignments in a structured course or class. | blue |
reading-list |
Reading list | Apply when something is a book, article, or paper to read or finish, including a recommendation to add to the queue. | sky |
skill-practice |
Skill practice | Apply when the task is a repeatable practice session to drill a skill like an instrument, language, code kata, or drawing. | teal |
hobby-project |
Hobby project | Apply when working on a personal creative or maker project pursued for enjoyment like a side build, craft, or game. | green |
certification |
Certification | Apply when the item is preparing for, scheduling, or sitting an exam or credential, or renewing one that is expiring. | amber |
deadline-cohort |
Deadline / cohort | Apply when a learning item has a hard external date: an application window, assignment due date, or cohort start. | red |
mentor-coach |
Mentor / coach | Apply when scheduling or prepping for a session with a teacher, coach, mentor, or study partner, or acting on feedback. | violet |
notes-review |
Notes & review | Apply when the task is capturing notes, summarizing what you learned, or revisiting flashcards or material for retention. | indigo |
tools-resources |
Tools & resources | Apply when buying, renewing, or setting up the gear, software, subscription, or supplies needed to learn or practice. | orange |
goal-milestone |
Goal & milestone | Apply when setting, tracking, or reflecting on a learning goal, streak, or growth milestone rather than a single task. | fuchsia |
Events & Celebrations life-events-celebrations¶
For someone juggling the social calendar — birthdays, holidays, parties, gifts and the planning behind them.
| id | label | when to apply | color |
|---|---|---|---|
rsvp-due |
RSVP due | Apply when an invitation needs a yes/no reply by a date: a wedding, party, dinner, or an invite awaiting your response. | red |
date-locked |
Date to hold | Apply when a fixed event date must be saved or blocked so it isn't double-booked, including save-the-dates and annual dates. | orange |
gift-to-buy |
Gift to buy | Apply when a present needs to be chosen, bought, wrapped, or shipped for an occasion or person. | fuchsia |
birthday |
Birthday | Apply when a birthday is coming up that needs a card, gift, call, or celebration arranged. | pink |
anniversary |
Anniversary | Apply when a wedding anniversary, milestone, or memorial date is approaching and needs marking or a plan. | violet |
host-prep |
Hosting prep | Apply when you are hosting and need to handle guest list, menu, supplies, cleaning, or setup before people arrive. | amber |
venue-vendor |
Venue & vendor | Apply when an event needs a booking or coordination with an outside provider like a venue, caterer, or photographer. | teal |
travel-logistics |
Event travel | Apply when attending an event requires travel, lodging, or transport like flights, a hotel, or a ride. | sky |
holiday-season |
Holiday | Apply when a holiday is approaching that needs cards, decorations, hosting, gifts, or family plans coordinated. | green |
guest-coordination |
Guest coord | Apply when you must collect head counts, dietary needs, plus-ones, carpools, or contributions from other attendees. | blue |
thank-you |
Thank-you note | Apply after an event when gifts, hosting, or help should be acknowledged with a note, message, or return gesture. | indigo |
Digital Life & Subscriptions life-digital-subscriptions¶
For anyone managing their own digital footprint — subscriptions, accounts, devices, and privacy across services.
| id | label | when to apply | color |
|---|---|---|---|
renewal-charge |
Renewal coming up | Apply when a subscription or plan is about to auto-renew or just billed and you must decide to keep, downgrade, or cancel. | amber |
cancel-trial |
Cancel before trial | Apply when a free trial or promo is ending and you must cancel or opt out before it converts to a paid charge. | red |
price-increase |
Price change | Apply when a service announces a price rise or plan change so you can reassess whether it is still worth keeping. | orange |
account-security |
Account security | Apply when there is a suspicious login, breach notice, leaked-password alert, or a 2FA/MFA setup to lock down an account. | red |
password-credential |
Password & login fix | Apply when you need to reset, rotate, or store a password, recover account access, or clean up your password manager. | violet |
device-upgrade |
Device & hardware | Apply when a phone, laptop, or device needs setup, repair, replacement, an OS update, or a warranty/insurance action. | sky |
backup-sync |
Backup & storage | Apply when cloud storage is full, a backup failed or is overdue, or you must verify photos or files are safely synced. | teal |
privacy-data |
Privacy & data | Apply when adjusting privacy or tracking settings, handling a data-deletion or unsubscribe, or a consent/terms update. | indigo |
duplicate-unused |
Unused subscription | Apply when you spot a subscription you no longer use, a duplicate service, or overlapping plans worth consolidating. | fuchsia |
refund-billing |
Billing dispute | Apply when wrongly charged, owed a refund, hit by a failed payment, or needing to fix a card or billing error. | pink |
Pet Care life-pet-care¶
For a pet owner managing vet visits, food, grooming, meds, and the daily care of an animal.
| id | label | when to apply | color |
|---|---|---|---|
vet-appointment |
Vet appointment | Apply when a vet visit, vaccination, or checkup must be booked, confirmed, prepped for, or followed up on. | sky |
medication |
Medication | Apply when a pet's medication, flea/tick or worming treatment, or supplement needs refilling or administering. | violet |
health-concern |
Health concern | Apply when a pet shows a new symptom, injury, or worrying behavior that needs assessment or an urgent vet decision. | red |
grooming |
Grooming | Apply when grooming, nail trims, bathing, or a groomer appointment needs scheduling or doing. | teal |
food-supplies |
Food & supplies | Apply when pet food, litter, treats, or supplies are running low and need restocking or reordering. | green |
walk-exercise |
Walk / exercise | Apply when the item is a walk, exercise, training session, or activity to schedule or arrange for the pet. | amber |
boarding-sitter |
Boarding / sitter | Apply when pet care must be arranged while you are away: boarding, a sitter, daycare, or a walker. | indigo |
pet-admin |
Pet admin | Apply for pet paperwork: insurance, licensing, microchip, registration, adoption, or vet-record tasks. | gray |
Vehicle & Car life-vehicle-care¶
For a car or vehicle owner managing service, repairs, insurance, registration, and the costs of keeping it running.
| id | label | when to apply | color |
|---|---|---|---|
service-due |
Service due | Apply when routine maintenance is due or coming up: oil change, tires, MOT, inspection, or a scheduled service. | amber |
repair |
Repair | Apply when something on the vehicle is broken, making a noise, or has a warning light and needs diagnosis or fixing. | red |
insurance |
Insurance | Apply when an auto policy needs renewing, a claim is in progress, or coverage must be quoted or changed. | indigo |
registration-tax |
Registration / tax | Apply when registration, road tax, license plates, emissions, or a vehicle's legal paperwork is due. | violet |
fuel-charging |
Fuel / charging | Apply when the item is fueling, EV charging, range planning, or a fuel/charging cost or account to handle. | green |
parking-tolls |
Parking / tolls | Apply when parking permits, a ticket or fine, toll account, or congestion charge needs paying or sorting. | orange |
buy-sell |
Buy / sell | Apply when researching, buying, selling, leasing, or trading in a vehicle is the task. | sky |
breakdown |
Breakdown / roadside | Apply when the vehicle is stranded, undriveable, or needs roadside assistance or a tow right now. | teal |
Job Search & Career life-job-search¶
For someone running a personal job hunt: applications, interviews, networking, and offers.
| id | label | when to apply | color |
|---|---|---|---|
application |
Application | Apply when a job needs a tailored application, resume, cover letter, or submission before its closing date. | blue |
lead-opportunity |
Lead / opening | Apply when a new role, posting, or opportunity is spotted and needs reviewing or saving to pursue. | sky |
interview-prep |
Interview | Apply when an interview must be scheduled, prepped for, attended, or followed up on with a thank-you. | violet |
networking |
Networking | Apply when a contact, referral, intro, or coffee chat could advance the search and needs a reach-out. | teal |
follow-up |
Follow-up | Apply when you are awaiting a reply from a recruiter or employer, or owe a nudge or status check on an application. | amber |
offer-decision |
Offer / decision | Apply when an offer arrives and needs evaluating, negotiating, comparing, or accepting or declining. | green |
materials |
Materials / profile | Apply when resume, portfolio, LinkedIn, or other application materials need creating, updating, or polishing. | indigo |
deadline |
Deadline | Apply when an application window, assessment, or response is time-locked and risks closing if missed. | red |
Universal¶
Universal / Cross-cutting universal¶
State-and-intent labels that apply to any demand, regardless of role or life context.
| id | label | when to apply | color |
|---|---|---|---|
waiting-on |
Waiting on someone | Apply when the next step is owned by another person and you are stalled until they reply, deliver, or decide. | amber |
blocked |
Blocked | Apply when work cannot proceed because of a missing dependency, access, decision, or unresolved problem. | red |
at-risk |
At risk | Apply when a deadline, commitment, or outcome is in jeopardy and will slip or fail without intervention. | red |
needs-decision |
Needs a decision | Apply when the demand is stuck pending a choice you must make before anything else can move forward. | violet |
deep-work |
Deep work | Apply when the task requires a long, uninterrupted focus block rather than a quick reactive reply. | indigo |
quick-win |
Quick win | Apply when the task can be fully finished in a few minutes with little effort or context. | green |
delegated |
Delegated | Apply when you have handed the work off to someone else and are only tracking it to completion. | teal |
follow-up |
Follow-up | Apply when this is a reminder to circle back, chase a reply, or check in on something already in motion. | sky |
scheduled |
Scheduled | Apply when the item is locked to a specific date or time, like a meeting, appointment, or hard-dated commitment. | blue |
snoozed |
Snoozed / deferred | Apply when the item is intentionally parked until a later date and should not resurface or be acted on before then. | orange |
reference |
Reference / saved | Apply when the item is kept for lookup or context rather than action, such as a doc, link, or saved detail. | gray |