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Documentation Index

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Cody’s task manager is the operational core of the assistant. Every actionable item — whether created manually, detected in an email, or imported from a calendar event — becomes a Task with a priority, category, due date, and optional recurrence rule. As deadlines draw closer, Cody automatically escalates priority so the most time-sensitive work always surfaces first.

The Task Interface

All task data is defined in src/types.ts. The full interface is:
export interface Task {
  id: string
  title: string
  detail: string
  category: string
  priority: Priority         // 'urgent' | 'high' | 'normal'
  dueAt?: string             // ISO 8601 timestamp
  status: TaskStatus         // 'pending' | 'done'
  source: Source             // 'email' | 'calendar' | 'manual'
  confidence: number         // 0–1 classification confidence
  sender?: string            // populated for email-sourced tasks
  subcategory?: string
  workflowStatus?: string    // 'Pending' | 'In progress' | 'Review' | 'Overdue'
  owner?: string
  recurrence?: Recurrence    // 'none' | 'daily' | 'weekly' | 'biweekly' | 'monthly'
  createdAt?: string
  completedAt?: string
}
Supporting types:
export type Priority     = 'urgent' | 'high' | 'normal'
export type TaskStatus   = 'pending' | 'done'
export type Source       = 'email' | 'calendar' | 'manual'
export type Recurrence   = 'none' | 'daily' | 'weekly' | 'biweekly' | 'monthly'

Priority Levels

Normal

Standard workload. No immediate deadline pressure. Displayed without colour emphasis.

High

Due within the next 3 days. Amber highlight. Appears near the top of the task list.

Urgent

Due within the next 24 hours. Red highlight. Drives the pet into alert mood.

Automatic Priority Escalation

Cody evaluates deadlines continuously and escalates priorities without manual intervention:
ConditionResulting priorityWorkflow status
dueAt is more than 3 days awaynormalPending or In progress
dueAt ≤ 3 days from nowescalated to highunchanged
dueAt ≤ 24 hours from nowescalated to urgentunchanged
dueAt is in the pasturgent (stays)Overdue
Use the global shortcut Win+Shift+T to open a quick task-creation dialog from anywhere on your desktop — without bringing up the full assistant panel. The new task lands in the task list immediately.

Categories and Subcategories

Tasks are organised using a two-level taxonomy defined in src/wordData.ts. Cody ships with a process-safety area default taxonomy, but categories are fully customisable per installation. The default taxonomy includes six top-level categories, each with several subcategories:
  • Seguimiento de recomendaciones de estudio PHA
  • Momentos de Seguridad de Procesos
  • Visitas de Seguridad de Procesos
  • Programa Anual de Capacitación 2026
  • Participación en LACPS 2026
  • Hito 2
  • Hito 5
  • Informes finales
  • Seguimiento de incidentes
  • Comité Mensual de SP
  • Sistemáticas GEB
  • Indicadores de desempeño
  • Inducción de SP
  • Directorio de SP
  • Pool de Consultoría (IESCO)
  • Videos 3D
  • Auditoría Mantenimiento Preventivo
  • Información de SP
  • Guía de procedimientos operativos
  • Capacitación en Metodología Source
  • Disciplina Operacional
  • Elementos PSM
  • Procedimientos Nuevos de PSM
  • Consultas
Tasks that cannot be matched to a known category are placed in “Por clasificar” (needs review) and shown with a review indicator in the Inbox panel.

Task Sources

SourceDescription
emailDetected automatically during an Outlook Classic sync. The sender field identifies the originating contact.
calendarImported from a calendar event during sync.
manualCreated directly by the user via the task form or Win+Shift+T.

Workflow Statuses

The workflowStatus field tracks the progress of a task through your workflow. The values are free-form strings, with Cody using these four by default:
StatusMeaning
PendingTask received, not yet started
In progressActively being worked on
ReviewCompleted work awaiting validation
OverdueSet automatically when dueAt passes without completion

Recurrence Rules

Recurring tasks repeat automatically. When you mark an instance as done, Cody schedules the next occurrence according to the recurrence rule:
RuleNext due date
noneNo repetition
dailyTomorrow at the same time
weekly7 days later
biweekly14 days later
monthlySame day next month
The completed instance is archived with a completedAt timestamp. The new instance is created fresh with status: 'pending' and a createdAt equal to the completion moment.

Day-Status Traffic Light

The top bar of the assistant panel shows a colour-coded status indicator that gives you an at-a-glance reading of the day’s workload:
ColourCondition
🟢 GreenNo urgent tasks, nothing overdue, no imminent meetings
🟡 AmberAt least one task due today, or a meeting starting within the hour
🔴 RedAt least one urgent or overdue task

Progress View

The Progress screen (accessible from the sidebar) shows productivity metrics for the current week:
  • Tasks completed per day over the last 7 days (bar chart)
  • Total tasks completed vs. created this week
  • Current streak of days with at least one task completed
  • Overload alert when the number of open urgent tasks is unusually high

Exporting Tasks

From Settings you can:
  • Export to CSV — compatible with Microsoft Excel; includes all fields.
  • Export backup to JSON — a full snapshot of all tasks, meetings, and settings.
  • Export support diagnostics — a sanitised report (no sensitive content) for troubleshooting.
All exports use the native OS save dialog and write only to the path you choose.

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