Quick Start

After installation, here are the most common workflows.

View Your Board

# See all active tasks
optimal board view

# Filter by status
optimal board view -s ready,in_progress

# Filter by project
optimal board view --project "ReturnPro Feb 2026 Closing"

# Your tasks only
optimal board view --mine

# Watch mode (auto-refresh)
optimal board view --watch

# JSON output (for scripting)
optimal board view --json

Interactive TUI

The board TUI gives you a full interactive menu:

optimal board tui

From the TUI you can:

• Browse projects with progress bars
• View and filter tasks
• Edit tasks inline (status, priority, assignment)
• Create new tasks
• View activity logs

Create a Task

optimal board create \
  -t "Upload February financials" \
  -p "ReturnPro Feb 2026 Closing" \
  --priority 1 \
  --skill upload-netsuite

Check System Health

optimal infra health

Reports the status of all services: OptimalOS, n8n, Strapi, Cloudflare Tunnel, Discord bot.

Common Command Groups

Group	What it does	Example
board	Task management	optimal board view
finance	Financial pipeline	optimal finance audit --months 2026-02
content	Newsletters, social, blogs, research	optimal content newsletter generate --brand CRE-11TRUST
agent	Bot orchestration	optimal agent list
tx	Bank transactions	optimal tx ingest --file bank.csv
infra	Deploy, health, migrations	optimal infra health
sync	Discord + config sync	optimal sync discord:status
asset	Digital asset tracking	optimal asset list
scenario	Budget scenario management	optimal scenario list
config	Shared env sync	optimal config seed-shared
project	Project management	optimal project list
milestone	Milestone tracking	optimal milestone list
label	Label management	optimal label list

Get Help

Every command supports --help:

optimal --help
optimal board --help
optimal finance audit --help