Skip to main content

Free tool

AI Task Manager Starter Kit

A ready-made Notion task database and the instructions that let your AI assistant run it with you.

Sample

Twenty made-up tasks from a small studio, checked the same way your list would be.

Health and workload

Workload

Heavy29.5 load points

Every open task counts one, overdue ones half again, high-priority ones one more.
open tasks
20
open tasks
overdue
3
overdue
with no date
6
with no date
high priority (P1, P2)
5
high priority (P1, P2)

The score starts at 100. Overdue work costs up to 50, undated work up to 25, and each open high-priority task 3 (up to 15). 70 and up is healthy, 40 to 69 at risk, under 40 critical.

Load by owner

  • @maya5 open, balanced
  • @theo5 open, balanced
  • @priya6 open, balanced
  • Nobody yet4 open, balanced

Fix these first

Overdue high-priority work, then anything blocked.

  1. Send the Halvorsen invoice

    Overdue since Sep 30, priority 1.

  2. Fix the checkout bug on mobile

    Overdue since Oct 4, priority 1. Blocked by the payment provider sandbox.

  3. Launch the pricing page

    Waiting on legal review.

Hygiene by issue

How many open tasks trip each check.

  • No notes9 of 20
  • No date6 of 20
  • Vague title4 of 20
  • No owner4 of 20
  • No finish line3 of 20
  • Stale3 of 20
  • Overdue3 of 20
  • Too long1 of 20

Task by task

The first four of the 14 tasks that need a fix.

  • Send the Halvorsen invoice

    Line 1

    P1Due Sep 30@maya#Finance

    • OverdueOverdue since Sep 30. Move it to a date you will keep, or finish it today.

  • Website copy

    Line 2

    P3Due Oct 9@theo#Website

    • No notesAdd one line on why it matters or what it needs.
    • Vague titleStart with a verb: “Draft the Q4 budget” instead of “Q4 budget”.

  • Launch the pricing page

    Line 5

    P2@theo#Website

    • BlockedWaiting on legal review. Ask for it today, or set a date to follow up.
    • No dateGive it a date, or park it on a someday list on purpose.
    • No finish lineAdd “done when …” so you know when to stop.

  • Reply to Brightline Studio about the logo

    Line 7

    P3Due Oct 3

    • No notesAdd one line on why it matters or what it needs.
    • No ownerName the one person who moves it forward.
    • OverdueOverdue since Oct 3. Move it to a date you will keep, or finish it today.
See the 20 tasks that went in
Send the Halvorsen invoice p1 due 2026-09-30 @maya #Finance done when it is paid | net 30, they asked for a PO number
Website copy p3 due Fri @theo #Website
Draft the board update p1 due tomorrow @priya #Ops 90m done when Dana has the deck | numbers from the September close
Renew the studio insurance due 2026-10-10 @maya | the broker emailed the quote
Launch the pricing page p2 @theo #Website waiting on legal review
Call the venue about the March offsite due Thu @priya | ask about the deposit
Reply to Brightline Studio about the logo p3 due 2026-10-03
Book flights for the Lisbon trip
Fix the checkout bug on mobile p1 due 2026-10-04 @theo | blocked by the payment provider sandbox
Onboarding docs p3 due 2026-10-15 @maya updated 2026-09-05
Review the Okafor & Lee contract p3 due Wed @priya done when the redlines are back | send to counsel first
Plan the team offsite agenda, book the restaurant, send the invites to everyone and sort out the budget with finance before we lose the room @priya
Newsletter p3 due Fri
Update the hiring scorecard due 2026-10-19 @maya updated 2026-09-14 | from the last debrief
Write the Northfield case study due 2026-10-11 @theo 2h | interview notes are in the shared folder
Clean up the shared drive
Prepare the quarterly tax estimate p1 due 2026-10-08 @maya #Finance | the accountant needs it by the 15th
Podcast guest list @priya updated 2026-08-26
Test the new booking form due tomorrow @theo 30m done when three test bookings go through | try it on a phone too
Schedule 1:1s with the new hires @priya

Check your own task list

  • A health score and workload meter for your list
  • Every vague, overdue or stale task, with a one-line fix
  • Copy the cleaned-up list, or download it as a CSV for Notion
  • The starter kit: a Notion template, the skill, and daily and weekly routines

This unlocks every free tool on the site. You'll also get the Rise Productive newsletter from Demetri Panici, about once a week: what I built and what changed in AI. We'll email you a link to confirm. Unsubscribe in one click.

Set it up in three steps

About ten minutes, once. After that you ask your assistant to triage, plan your day or run the weekly review, and it works in your own Notion database.

  1. Make the Notion database

    Import the template
    In Notion, open Settings, then Import, then CSV (or type /csv on a page) and choose notion-task-template.csv from the kit. Map Due to a date and Effort to a number. The import guide in the kit covers the rest.

  2. Connect Notion to your assistant

    Claude
    Open Customize, then Connectors, press + and add Notion. Sign in to Notion and approve access.
    Claude Code
    Run claude mcp add --transport http notion https://mcp.notion.com/mcp, then /mcp to sign in.
    Codex
    Add Notion’s server to ~/.codex/config.toml (the kit shows how), then run codex mcp login notion.
    ChatGPT
    Connect the Notion app in ChatGPT’s settings. What it can change depends on your plan and workspace, so the kit covers a read-only fallback.

  3. Install the skill

    Claude app
    Turn on code execution in Settings, then Capabilities. Then open Customize, then Skills, press +, choose Create skill, then Upload a skill, and pick the ZIP.
    Claude Code or Codex
    Unzip and move the task-manager-kit folder into ~/.claude/skills/ for Claude Code, or ~/.agents/skills/ for Codex.
    Any other chat assistant
    Paste the paste-in prompt from the ZIP at the start of a chat, or into its custom instructions.

Menu names and commands checked on Oct 4, 2026 against:

More free tools

See all
AI Task Manager Starter Kit: check your task list, then let your AI run it in Notion | Rise Productive