/my-tasks

The aha: Before: Elena checked ClickUp for overdue tasks, then Slack for agent alerts about Hue's campaigns, then her email for client follow-ups -- piecing together her priorities from three different places every morning. Now she types /my-tasks and gets a single list sorted by urgency: what's overdue, what's critical, what's due today, and what's coming up this week. One command, one list, zero tab switching.

What you need to know (2 min read)

/my-tasks gives you a prioritized view of everything on your plate. It pulls from two sources -- your ClickUp tasks and any agent alerts flagged on your clients -- and merges them into one list, sorted by urgency.

You do not need to pass any arguments. Claude already knows who you are and which clients you work on from your personal CLAUDE.md (the file set up during onboarding). It uses that to filter everything down to just your accounts.

The output is organized into six tiers:

1. Overdue -- ClickUp tasks past their due date. These always appear first.
2. Critical -- Agent flags marked critical on your clients (e.g., a campaign went dark overnight).
3. Today -- ClickUp tasks due today.
4. Warnings -- Agent flags marked as warnings (e.g., pacing running hot, a budget approaching its cap).
5. This Week -- ClickUp tasks due in the next seven days.
6. Upcoming -- Everything else with a due date.

At the bottom, you get a summary line: "3 overdue, 1 critical, 2 due today, 5 this week." That is your morning snapshot.

How it works

When you run /my-tasks, Claude does three things in parallel:

1. Reads your identity -- It checks your personal CLAUDE.md to find your name, role, and client assignments. This is how it knows to show you Hue and Wesgroup tasks but not Rennie or SHAPE tasks (unless those are yours).

1. Pulls your ClickUp tasks -- It searches ClickUp for open tasks assigned to you (open, in progress, or in review) and sorts them by due date, overdue first.

1. Pulls agent flags for your clients -- It checks the Campaign Monitor's latest output for any active alerts on the clients you own. These are things like spend anomalies, campaigns that stopped delivering, or creative fatigue warnings -- things an agent noticed but that need a human to act on.

Claude then merges everything into the six-tier list, deduplicates (so you do not see the same issue as both a ClickUp task and an agent flag), and formats the output.

If you have more than 20 items, it groups them by client with counts so the list stays readable.

Try it yourself

1. Open Cowork
2. Type: /my-tasks
3. Review the output -- you should see your ClickUp tasks organized by urgency, plus any agent flags on your clients
4. If something looks wrong (a client you do not work on showing up, or a client missing), your personal CLAUDE.md may need an update -- ask in #ai-updates or tell Claude "update my client assignments"

Quick reference

Tips

• Requires your personal CLAUDE.md. This file gets created during onboarding. Without it, Claude does not know which clients are yours, so it cannot filter the list. If you skipped onboarding or your file is missing, ask in #ai-updates and we will get it set up.
• Agent flags are informational, not tasks. A warning like "Hue pacing at 140%" is not a ClickUp task -- it is something the Campaign Monitor noticed that might need your attention. Use your judgment on whether to act or note it as expected.
• Run it first thing in the morning. Miller runs /my-tasks right after /pre-call-briefing before his first client call. It takes 10 seconds and replaces the "what am I forgetting?" anxiety.
• If ClickUp is not connected, you will still see agent flags for your clients. Claude will note that ClickUp data is unavailable so you know the list is incomplete.
• Pair it with /campaign-status when a critical or warning flag shows up. /my-tasks tells you something needs attention; /campaign-status [client] gives you the full picture of what is happening in the ad accounts.

Related

• What Is Cowork -- What Cowork is and how to get started
• /pre-call-briefing -- Prep for client calls with performance data and talking points
• /campaign-status -- Quick health check on a client's live campaigns
• Context Files Explained -- The files Claude reads to know your clients