Workspace Summary Rules
This file describes reusable rules for customer workspace summaries and handoff notes. Overview is in SKILL.md.
When to Use
- Creating a new customer workspace and leaving a starting summary
- Preparing a handoff note for another person
- Writing a workspace summary that should work as a navigation entry point
Required Sections
Related File Paths
- Include a
関連ファイルパスor equivalent section. - Use workspace-relative paths.
- Add one short line for each file's role.
Source of Truth
- Mark the latest authoritative file as
正本or確認先when applicable. - Don't force readers to infer which file is current.
Workstream Portfolio
- When a workspace has multiple confirmed workstreams, link
workstreams/README.mdfrom the summary. - Keep each workstream's current status, owner, actions, and timeline in its own README; the summary is an index and priority view, not a second status ledger.
- Keep unconfirmed workstream ideas in
workstreams/_candidates.mduntil the user confirms the name and scope.
Bring-Along vs Reference-Only
- Separate files to carry into the new workspace from files kept only for reference.
- Use this split when preparing a portable customer workspace package.
Material-Heavy Workspaces
- If customer-shared files such as diagrams, decks, schedules, or comparison tables are part of the ongoing work, split folders by lifecycle first:
_received/,_working/,_provided/. - Within those folders, use
overall-architecture/for cross-meeting baseline material andmtg-YYYY-MM-DD-name/only for truly meeting-scoped material. - In summaries, link the ledger README or index file rather than only a deep file path when the material set is still growing.
Writing Rules
- Don't write only generic labels such as
日報,準備メモ, orタスク. - Point to the actual file path that contains the information.
- Keep the summary short and use linked source files as the drill-down path.
- If a summary mentions a task, meeting, or report, include the file that backs it up.
Minimal Template
## 関連ファイルパス
- Customers/contoso/workspace-summary.md
- 起点メモ。最初に読むファイル
- Customers/contoso/profile.md
- 顧客の基本情報。正本
- Customers/contoso/\_meetings/2026-05-20.md
- 直近会議の要点と宿題
- Tasks/active.md
- 全体タスクの確認先。必要なら顧客該当箇所を抜粋