Working with Task Master

• https://github.com/eyaltoledano/claude-task-master

Workflows with TaskMaster

• Create Product Requirements Document(PRD)
• Create tasks and sub-tasks from PRD
• Develop task-by-task

1. Install and initial taskmaster

Install

$npm install -g task-master-ai

Initial with cursor

$task-master init --rules cursor

Project structure

.
├── .cursor
│   ├── mcp.json
│   └── rules
├── .env.example
├── .gitignore
└── .taskmaster
    ├── config.json
    ├── docs
    ├── reports
    ├── state.json
    ├── tasks
    └── templates

Initial task master in Cursor

Initialize taskmaster-ai in my project

2. Create PRD for your project

File prd.txt

# บันทึกรายรับรายจ่ายจาก file slip ของ mobile banking

## Introduction
A cross-platform web application that allows users to upload file slips from mobile banking apps and automatically extract income or expense data using OpenAI's API. It simplifies the process of financial tracking by removing the need for manual data entry.

## Features
- User registration and login
- Slip upload and data extraction
- Categorization of expenses
- Income and expense tracking
- Visual financial dashboards
- Export data to CSV or Excel
- Responsive UI for mobile and desktop

## Functionalities
- Use OpenAI API to extract transaction information from slip images or PDFs
- Automatically categorize extracted entries (e.g. bills, food, salary)
- Store transactions securely under user profiles
- Allow users to manually edit categories and entries
- Generate visual charts (monthly/annual spending, top expense categories)
- Export full data set as CSV or Excel
- Maintain secure authentication using JWT with encrypted storage

## Goal of Building the Application
To reduce the friction in personal financial management by leveraging AI-powered document parsing and offering simple but effective tools for users to track, understand, and control their finances.

## Target Audience
- Individuals with recurring banking transactions
- Families with shared expenses
- Small business owners needing lightweight accounting tools

## Tech Stack
- **Frontend**: ReactJS + Tailwind CSS
- **Backend**: Node.js with Express
- **Database**: PostgreSQL
- **Build and Deploy**: Docker and docker compose
- **APIs**: OpenAI API for slip data extraction
- **Authentication**: JWT-based user sessions
- **Analytics**: Chart.js or Recharts

3. Generate tasks and subtasks from PRD file

$task-master parse-prd .taskmaster/docs/prd.txt

Generate tasks in file tasks.json

List of task

$task-master list

Generate task files

$task-master generate

Create files in .taskmaster/tasks

4. Develop first task

$task-master list

Start task001

procees on task 001

• Review and revise
• Approve
• Next step

$task-master list