Claude Code
Task and Project Management
Use Claude Code as your task orchestration layer to sync, prioritize, and manage work across multiple tools.
Overview
Claude Code can serve as your central task management hub, connecting to tools like Linear, Notion, Jira, and Asana through MCP servers. Instead of juggling multiple tools and browser tabs, manage all your tasks through natural language conversations. Get intelligent prioritization, automated task creation from various sources, and unified views across all your projects.
This approach is particularly powerful for developers and product teams who work across multiple systems. Extract tasks from meeting notes, emails, and code comments, then route them to the appropriate project management tool with proper context and metadata.
Prerequisites
Project Management Tool MCP Server
Notion, Linear, Jira, or Asana MCP server for task sync
Calendar Integration
Google Calendar or Outlook MCP for deadline tracking
File System Access
Local file system server for project documentation
Core workflows
Daily Task Triage
Review new tasks, prioritize by urgency and importance, and plan your day.
- 1Fetch all new tasks assigned to you across connected tools
- 2Categorize tasks by project, priority, and estimated effort
- 3Identify tasks that can be delegated or deferred
- 4Create a focused daily task list with time blocks
"Show me all my tasks from Linear and Notion. Group them by priority and create a plan for today focusing on high-impact work."
Weekly Priority Review
Analyze task backlog, identify bottlenecks, and reprioritize work for the upcoming week.
- 1Review completed tasks from the past week
- 2Analyze remaining tasks and estimated time to completion
- 3Identify dependencies and potential blockers
- 4Create a prioritized plan for the next week
"Review my tasks from this week. What did I complete? What's overdue? Help me plan next week's priorities."
Project Checklist Creation
Generate comprehensive project checklists with subtasks and dependencies.
- 1Describe the project goal and key deliverables
- 2Have Claude break down into phases and tasks
- 3Add time estimates and dependencies
- 4Export to your project management tool
"I'm launching a new marketing campaign. Create a detailed project checklist with all tasks, estimated times, and dependencies."
Incoming Request Management
Process new requests from email, Slack, or tickets into actionable tasks.
- 1Scan recent messages and emails for task requests
- 2Extract action items and context
- 3Assess urgency and assign to projects
- 4Create tasks in your project management system
"Check my emails and Slack from today. Extract any tasks or requests, prioritize them, and add to my Linear backlog."
Use case examples
Daily Stand-up Prep
Automatically generate yesterday's accomplishments, today's plan, and blockers for team stand-ups.
Time Tracking Summary
Analyze time spent on different projects and tasks to improve future estimations.
Sprint Planning Assistance
Review team capacity, estimate story points, and suggest sprint allocations based on priorities.
Dependency Mapping
Identify task dependencies across team members to prevent blockers and optimize workflow.
Project Status Reports
Generate executive summaries of project progress with completion rates and risk assessments.
Resource Allocation
Analyze team workload and suggest task reallocation to balance capacity across members.
Supported integrations
Linear
Issue tracking and project management with MCP support
Notion
All-in-one workspace for notes, tasks, and databases
Jira
Agile project management and issue tracking
Asana
Work management platform for team collaboration
Best practices
Automation ideas
Email to Task Conversion
Automatically convert action items from emails into tasks in your project management tool with proper labels and due dates.
Meeting Notes to Tasks
Extract action items from meeting transcripts or notes and create tracked tasks with assigned owners.
Deadline Reminders
Get proactive reminders for upcoming deadlines with suggestions for blocking focus time.
Weekly Summary Reports
Automatically generate weekly progress reports showing completed vs planned tasks with insights.
Troubleshooting common issues
Tasks not syncing between tools
Verify MCP server connections and API permissions. Check that task IDs are properly tracked to prevent duplicate creation.
Incorrect priority assignments
Define clear prioritization criteria in your Claude.md file. Include examples of high vs low priority tasks for your context.
Overwhelming task lists
Use filters to focus on specific projects or time periods. Ask Claude to show only today's tasks or current sprint items.
Advanced tips
Smart Task Batching
Group similar tasks together (e.g., all code reviews, all documentation updates) to minimize context switching and improve efficiency.
Energy-Based Scheduling
Track your energy levels throughout the day and have Claude schedule cognitively demanding tasks during your peak hours.
Cross-Tool Insights
Combine data from multiple tools (Linear issues + calendar events + email threads) to get a complete picture of project status.
Template-Based Workflows
Create task templates for recurring project types (feature launches, bug fixes, onboarding) that automatically populate with checklists.