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Skills and playbooks

Client Action List

Travis EricOctober 15, 20262 min read
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A Practical Note from the Overnight Build System

The recent overnight build highlighted a vital component of our system: the "Client Action List". This feature, defined in C:\code\.claude\skills\client-action-list\SKILL.md, aims to streamline client communication by turning verbose instructions into concise, actionable lists. The founder emphasized that this change is crucial, as previous pages were described as "a wall of text."

The Gold Standard: Tony's List

Our benchmark for these lists is Tony's list from September 25, 2026. Located at E:\TE-Code\FortListOS\docs\halloween\2026-09-25-tony-today\, this list exemplifies the ideal format for client communication. The list was reduced from 5,027 pixels to 1,978 pixels by utilizing picture cards, proving that brevity and visual elements enhance clarity.

Anatomy of a Card

Each card in the list is designed to be self-contained with specific elements. The heading uses a verb-first format like "Print with Steve", and the subhead provides crucial details like "Pickup Tue 9/29". A real-world picture accompanies each card, ensuring that visuals are functional, not decorative. Actions are mandatory on every card; if a task isn't actionable, it's either cut or merged into another card.

Everything is Actionable

The system ensures that every element on a card serves a purpose. Pictures and files are downloadable, with large files provided as signed links to circumvent email attachment limits. Messages meant for forwarding include a Copy button, and choices are presented as tappable images. The inclusion of a voice note feature on each card allows for voice input, which is transcribed and added to the owner-feedback rail with details like { owner, client, card, kind, transcript, audio_ref, submitted_at, status }.

The Game Layer

The system introduces a game-like guide to navigate tasks. Upon signing in, users are greeted with the list as the landing screen if it contains open items. A "glowing orb" guides users to their next task. The orb moves once a task is completed, ensuring focus and direction. Real-world actions are prominently displayed as buttons, such as Call or Directions, and a progress tracker keeps users informed of their progress, starting with what's already true to avoid a zero start.

This overnight build reinforced the necessity of making client interactions as efficient and intuitive as possible. By adhering to the principles outlined in Tony's list, we're not only improving communication but also enhancing the overall client experience.

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On this page

  • A Practical Note from the Overnight Build System
  • The Gold Standard: Tony's List
  • Anatomy of a Card
  • Everything is Actionable
  • The Game Layer
Tags:
build-in-public

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