Please let us add custom instructions/rules for ToDo lists. ![]()
Itâs also important they can be workspace level for continuing in new chats.
I was using progress tracking and session management rules to chunk tasks by tool calls and write documentation for hand-off to a fresh chat when the context window was getting full.
Example of one of my rules ![]()
Summary
Automatic Progress Tracking & Documentation
This rule ensures consistent progress tracking and automatic updates to project documentation during development work.
Automatic NEXT_STEPS.md (or other specified file) Updates
ALWAYS update NEXT_STEPS.md (or a different file if specified) when completing work
- Mark completed items with
status
- Move fully tested/confirmed items to HISTORY.md
- Keep completed items in NEXT_STEPS.md if user testing/feedback is still needed
Progress Status Classifications:
# In NEXT_STEPS.md: - â **COMPLETED** - Feature implemented, needs user testing - đ§ **IN PROGRESS** - Currently being worked on - â¸ď¸ **PAUSED** - Partially complete, waiting for user input - đ **PLANNED** - Next item to work on # Move to HISTORY.md only after: - User confirms testing is complete - User provides feedback that feature works as expected - No further iteration required
Update Format:
â **Feature Name** - COMPLETED (Needs Testing) - **Implementation**: Brief summary of what was built - **Status**: Ready for user testing and feedback - **Next Steps**: User to test functionality and provide feedbackContext Window Management
Tool Call Counter:
- Track tool calls throughout conversation
- At 20-22 tool calls, proactively update progress documentation
- At 24-25 tool calls, provide comprehensive status summary
Progress Checkpoints:
After every 20+ tool calls, update NEXT_STEPS.md with: - Current implementation stage - What has been completed - What is currently in progress - Next immediate steps - Estimated remaining effortImplementation Staging
Effort Estimation in âRequestsâ:
- 1 Request = ~25 tool calls = 1 focused implementation session
- Simple Features: 1-2 requests
- Medium Features: 2-4 requests
- Complex Features: 4-8 requests
- Always include 50% buffer for unexpected issues
Stage-Based Implementation:
### Implementation Plan: **Stage 1** (1-2 requests): Backend API endpoints **Stage 2** (1-2 requests): Frontend UI components **Stage 3** (1 request): Integration and testing **Total Estimated**: 3-5 requests
Stage Documentation:
đ§ **Current Stage**: Stage 2 - Frontend UI Components - â Component structure created - â Basic functionality implemented - đ Currently working on: State management - đ Next: Event handlers and validationProgress Documentation Requirements
Real-time Updates:
- Update progress in NEXT_STEPS.md as work proceeds
- Use specific status indicators (
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- Include current work context for easy resumption
End-of-Session Summary:
## đ Current Session Progress ### Latest Updates: - [x] **Feature A**: Backend implementation complete â - [x] **Feature B**: Frontend UI 50% complete đ§ - [ ] **Feature C**: Planned for next session đ ### Current Status: - **Active Work**: Frontend component integration - **Tool Calls Used**: 22/25 this session - **Next Steps**: Complete state management, then user testing - **Estimated Remaining**: 1-2 requestsChat Handoff Preparation
Context Preservation:
- Always update NEXT_STEPS.md before hitting tool call limits
- Include specific implementation details and current progress
- Document any discovered issues or approach changes
- Provide clear next steps for chat continuation
Handoff Checklist:
Before reaching 25 tool calls: 1. â Update NEXT_STEPS.md with current progress 2. â Document any code changes made 3. â Note current implementation approach 4. â List immediate next steps 5. â Estimate remaining effortUser Testing Integration
Hold in NEXT_STEPS.md Until:
- User confirms feature works as expected
- User provides feedback on any needed changes
- All iterations and refinements are complete
Testing Status Updates:
â **Feature Implementation** - COMPLETED (Awaiting User Testing) - **Last Updated**: [timestamp] - **Status**: Ready for user testing - **Testing Notes**: User should test X, Y, Z functionality - **Known Issues**: None currently identifiedBest Practices
Proactive Documentation: Update progress before being asked
Transparent Progress: Always show current stage and remaining work
Context Continuity: Ensure any new chat can pick up exactly where left off
Efficient Handoffs: Minimize re-explanation needed between chats
Clear Status: Use consistent status indicators throughout documentation
Remember: The goal is seamless progress tracking that prevents lost context and reduces the need for manual documentation requests. Better to complete 80% of a feature with perfect documentation than 100% with poor handoff context.


