Every project is a folder, with its own board

• 01

  A real folder, nothing hidden

  Create a project and get a folder on your Mac with a card, a TALO.md context file and a file explorer, or import one you already had: Talo copies, never moves, the original.

• 02

  Context that survives every session

  TALO.md holds how to work with this client: tone, format, signature. Every conversation reads it first, with Claude Code or with Codex, so you never repeat yourself.

• 03

  A board you can open in Obsidian

  Tasks live in TABLERO.md, a plain text file compatible with Obsidian’s Kanban plugin. The assistant can propose cards, but it never writes the board file itself.

The project card and TALO.md

Each project has a card with four fields: objective, client, recipients and constraints, the business card any assistant keeps in mind without you repeating it. Organize projects into collections, like "Client X", and tag them for quick search.

TALO.md is a simple text file where you write the tone, document format, signature and any other custom practice for the engagement. Only you write in it: the assistant can read it and quote it, even help you draft it, but saving is always your action.

The project card and TALO.md

Ask Talo to propose the board, you decide what sticks

From a kickoff meeting note, "Ask Talo" returns a proposal of columns and cards: each one cites the document it comes from, keeps the real dates, and says explicitly when there’s no clear assignee instead of inventing one.

From a card’s details, "Work on this with Talo" opens a conversation with that card’s context. The assistant is technically blocked from writing TABLERO.md directly; if it tries, Talo denies it. You’re always the one who moves what you decide onto the board.

Ask Talo to propose the board, you decide what sticks

See the full write-up in the guide