Add plan 13: Taskboard/Kanban Dynamic Project Orchestration
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docs/hq/13-TASKBOARD-KANBAN-DYNAMIC-PROJECT-ORCHESTRATION.md
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---
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tags:
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- Project/Atomizer
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- Agentic
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- Orchestration
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- Plan
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date: 2026-02-17
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status: planning
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owner: Antoine + Mario
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---
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# 13 — Taskboard / Kanban / Dynamic Project Orchestration
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## Problem Statement
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The current orchestration is broken. Agents exist, delegation works mechanically (hooks API), but there's no **structured workflow** tying it together. `PROJECT_STATUS.md` is a flat file that Manager edits manually — it's not a real kanban. There's no enforced flow from task creation → assignment → execution → deliverable → summary. Deliverables land wherever instead of in the right Discord channels. Antoine has no visibility into what Manager is planning or how agents are being pulled.
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**What we need:** A file-based taskboard that serves as the orchestration backbone — agents read it, update it, and Manager uses it to drive all collaboration. The frontend dashboard is secondary; the data and workflow come first.
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---
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## Architecture
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### 1. Taskboard: `shared/taskboard.json`
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Single source of truth for all active work. JSON array of task objects.
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```json
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{
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"version": 1,
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"lastUpdated": "2026-02-17T01:00:00Z",
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"updatedBy": "manager",
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"tasks": [
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{
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"id": "TASK-001",
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"title": "Research Clearceram-Z HS thermal properties",
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"description": "Full thermal property comparison: CTE, conductivity, diffusivity for CCZ HS vs Zerodur Class 0",
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"status": "in-progress",
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"priority": "high",
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"assignee": "webster",
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"requestedBy": "manager",
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"project": "gigabit-m2",
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"deliverable": {
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"type": "analysis",
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"targetChannel": "technical",
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"format": "Discord post with data table"
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},
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"created": "2026-02-17T01:00:00Z",
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"updated": "2026-02-17T01:15:00Z",
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"dueBy": null,
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"notes": [],
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"completedAt": null
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}
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]
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}
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```
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#### Task Schema
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| Field | Type | Description |
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|-------|------|-------------|
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| `id` | string | Auto-incremented `TASK-NNN` |
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| `title` | string | Short description |
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| `description` | string | Full context for the assignee |
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| `status` | enum | `backlog` → `todo` → `in-progress` → `review` → `done` → `cancelled` |
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| `priority` | enum | `critical`, `high`, `medium`, `low` |
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| `assignee` | string | Agent name (or `antoine` for CEO tasks) |
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| `requestedBy` | string | Who created it |
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| `project` | string | Project tag for grouping |
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| `deliverable.type` | enum | `document`, `code`, `analysis`, `recommendation`, `review`, `data` |
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| `deliverable.targetChannel` | string | Discord channel where result gets posted |
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| `deliverable.format` | string | Expected output format |
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| `created` | ISO datetime | When task was created |
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| `updated` | ISO datetime | Last status change |
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| `dueBy` | ISO datetime or null | Deadline if any |
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| `notes` | array of strings | Status updates, blockers, progress notes |
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| `completedAt` | ISO datetime or null | When marked done |
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#### Status Flow
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```
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backlog → todo → in-progress → review → done
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↓
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cancelled
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```
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- **backlog**: Identified but not yet prioritized
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- **todo**: Ready to be picked up
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- **in-progress**: Agent is actively working
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- **review**: Deliverable produced, awaiting Manager/Antoine review
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- **done**: Accepted and posted to Discord
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- **cancelled**: Dropped (with reason in notes)
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### 2. Orchestration Plan: `shared/orchestration-log.md`
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Append-only log where Manager posts orchestration plans **before** kicking off work. This gives Antoine visibility into what's happening and why.
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Format:
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```markdown
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## [2026-02-17 01:00] Orchestration: Material Comparison for M2/M3
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**Objective:** Compare Zerodur Class 0 vs Clearceram-Z HS for M2/M3 mirrors
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**Tasks created:** TASK-001, TASK-002, TASK-003
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**Agent assignments:**
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- Webster → material property research (TASK-001)
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- Tech-Lead → structural impact analysis (TASK-002)
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- Secretary → compile final comparison report (TASK-003, after 001+002)
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**Dependencies:** TASK-003 waits on TASK-001 + TASK-002
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**Expected output:** Comparison report in #reports, raw data in #technical
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**ETA:** ~2 hours
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---
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```
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### 3. Agent Protocols
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#### Manager (orchestrator)
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- **ONLY writer** of `taskboard.json` (creates, assigns, updates status)
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- Posts orchestration plans to `orchestration-log.md` before delegating
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- Posts orchestration summaries to Discord `#project-dashboard`
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- Reviews deliverables before marking tasks `done`
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- Reads `project_log.md` for agent status updates
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#### Assigned Agents (executor)
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- Read their tasks from `taskboard.json` (filter by `assignee`)
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- Append progress to `shared/project_log.md` (append-only, never edit taskboard directly)
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- Post deliverables to the `deliverable.targetChannel` specified in the task
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- Log format: `[YYYY-MM-DD HH:MM] [agent] TASK-NNN: <update>`
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#### Secretary (condensation)
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- After orchestration chains complete, Secretary **must** be the final step
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- Reads completed tasks + deliverables from the chain
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- Produces a condensation/summary
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- Posts distillate to Discord `#reports`
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- Updates `shared/orchestration-log.md` with completion status
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### 4. Deliverable Routing
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Every deliverable has a home. Manager specifies the target channel when creating the task.
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| Deliverable Type | Default Channel | Description |
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|-----------------|-----------------|-------------|
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| `document` | `#reports` | Reports, summaries, formal docs |
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| `code` | `#technical` | Scripts, configs, implementations |
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| `analysis` | `#technical` | FEA results, data analysis, comparisons |
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| `recommendation` | `#reports` | Decision support, trade studies |
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| `review` | `#reports` | Audits, quality checks |
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| `data` | `#knowledge-base` | Raw data, material properties, reference info |
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Manager can override the default channel per task.
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### 5. Discord Channel Usage (refined)
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| Channel | Purpose | Who Posts |
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|---------|---------|-----------|
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| `#reports` | Final summaries, orchestration distillates | Secretary (primary), Manager |
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| `#project-dashboard` | Orchestration plans, sprint status, kanban snapshots | Manager |
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| `#technical` | Technical work, analysis results, code | Tech-Lead, Optimizer, NX-Expert, Webster |
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| `#knowledge-base` | Permanent reference data, lessons learned | Any agent |
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| `#announcements` | Major decisions, milestones | Manager, Antoine |
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| `#agent-logs` | Verbose process logs (not for Antoine) | Any agent |
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---
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## Implementation Plan
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### Phase 1: Foundation (immediate)
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1. Create `shared/taskboard.json` with empty task list
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2. Create `shared/orchestration-log.md`
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3. Create `shared/skills/taskboard/` — shell scripts for agents to:
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- `read-tasks.sh <agent>` — list my assigned tasks
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- `update-status.sh <task-id> <status> [note]` — log progress (appends to project_log.md)
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- `create-task.sh` — Manager only, adds task to taskboard
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- `complete-task.sh <task-id>` — Manager only, marks done
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4. Update Manager's `AGENTS.md` with orchestration protocol
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5. Update Secretary's `AGENTS.md` with condensation protocol
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6. Update all agents' `AGENTS.md` with task-reading protocol
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### Phase 2: Workflow enforcement
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1. Manager HEARTBEAT checks taskboard for stale tasks (in-progress > 4h with no updates)
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2. Secretary HEARTBEAT checks for completed orchestration chains needing condensation
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3. Kanban snapshot posted to `#project-dashboard` by Manager (daily or on-demand)
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### Phase 3: Dashboard integration (later, CEO view)
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1. Dashboard backend reads `taskboard.json` directly
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2. Frontend renders kanban board
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3. Antoine can view/filter tasks, see agent activity
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4. Eventually: approve/reject deliverables from dashboard
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---
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## Key Principles
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1. **File-based, not API-based** — `taskboard.json` is the single source of truth. No database needed. Every agent can read it. Only Manager writes it.
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2. **Append-only logs** — Agents never edit shared state directly. They append to `project_log.md`. Manager synthesizes.
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3. **Orchestration plans are visible** — Manager always posts the plan before executing. Antoine sees what's coming.
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4. **Secretary is always the last step** — Every orchestration chain ends with Secretary producing a readable summary for Discord.
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5. **Deliverables go to the right place** — Target channel is part of the task definition, not an afterthought.
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6. **Progressive automation** — Start with scripts + protocols. Dashboard frontend comes later when the workflow is proven.
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---
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## Dependencies
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- Delegate skill already works (hooks API)
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- Discord channels exist
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- Agent workspaces exist
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- `project_log.md` append pattern already in use
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## Risks
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- Agents may not reliably read taskboard on every session (mitigate: add to HEARTBEAT.md)
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- JSON file corruption if multiple writers (mitigate: Manager is sole writer)
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- Task staleness if agents don't report progress (mitigate: Manager heartbeat checks)
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