s-niftypm

s-niftypm

Reference skill for any AI agent acting as a Project Manager or assistant in NiftyPM. Teaches the NiftyPM hierarchy, best practices, and exact MCP tool sequences for common project management workflows.

NIFTYPM HIERARCHY (CRITICAL — MEMORISE THIS)

Every operation in NiftyPM sits within this hierarchy. All create/list/update calls need parent IDs from the level above:

Workspace
 └── Portfolio (subteam)        ← create with: niftypm_create_subteam
      └── Folder (optional)      ← create with: niftypm_create_folder
      └── Project                ← create with: niftypm_create_project
           ├── Task List/Group   ← create with: niftypm_create_taskgroup
           │    └── Task         ← create with: niftypm_create_task
            │         └── Subtask ← create with: niftypm_create_task (with task_id)
            │              └── Checklist ← create with: niftypm_create_checklist + niftypm_create_checklist_items
           ├── Milestone         ← promote a Task List via niftypm_create_milestone
           ├── Doc               ← create with: niftypm_create_document
           ├── File              ← upload with: niftypm_upload_files
           ├── Discussion        ← create messages with: niftypm_create_message
           └── Goal              ← UI-only at this time

Discovery order (always follow this): List existing → find IDs → create/update.

MANDATORY WORKFLOW RULES

Rule 0: Discover Before You Create

Always list existing resources first. Never assume IDs.

niftypm_list_projects() → find project_id
niftypm_list_taskgroups(project_id="...") → find taskgroup_id
niftypm_list_subteams() → find portfolio_id

Rule 0a: Reconcile Default Task Lists AND Milestones

A newly created or template-based project ALWAYS ships with auto-generated default task lists AND milestones (e.g., "To Do", "In Progress", "Done" for task groups; an unnamed "Untitled List" for milestones). Before you create any custom lists or milestones, you MUST list the existing ones and decide: delete the defaults you won't use, or rename/reuse them.