Lesson 1.3: Commands and Planning

Duration: 35 min

Learning Objectives

  • Master essential Claude Code commands
  • Use plan mode effectively
  • Structure complex multi-step tasks
🎯 What You'll Learn: The essential commands that power users rely on daily + plan mode for complex tasks
⏱️ Time Required: 35 minutes
πŸ“¦ What You'll Build: Personal command cheat sheet + plan mode experience

Riley's Journey Continues

Riley has a working skill. Her Monday margin report now takes 18 minutes instead of 4 hours.

But she noticed something: she kept losing little pockets of time to friction. Re-explaining the same context after every break. Not knowing whether her skill was actually loaded. Forgetting the shortcuts that would speed things up.

πŸ’¬ "The automation itself was great, but I kept fumbling around it, re-explaining things Claude should already know, wondering if my skill was even active. There had to be a smoother way to work."
β€” Riley Harper

This lesson teaches Riley (and you):

  • ⌨️ The 5 commands that eliminate friction
  • 🧠 Plan mode for tackling complex tasks
  • πŸš€ Habits that compound into massive efficiency gains

  • What We're Building in This Lesson

    These 5 commands + plan mode = the difference between dabbling and actually being productive.

    In this lesson:

  • Why commands matter (car controls analogy)
  • The 5 essential commands
  • Plan mode: what it is and when to use it
  • Live demo of commands in action
  • Building your personal workflow

  • The 6 Essential Commands

    Think of these like the controls in a car. You COULD drive knowing only gas and brake. But once you learn cruise control, mirrors, and turn signals... driving becomes second nature.

    CommandWhat It DoesWhen to Use
    /clearπŸ”„ Reset context (start over)Start of every new task
    /compactπŸ—œοΈ Summarise and free up room (keep your work)Long session that's slowing down
    /skillsπŸ“‹ Show loaded skillsVerify skills are available
    /memory🧠 Show active memory filesCheck what Claude knows about your project
    /initπŸ“ Create starter CLAUDE.mdNew project setup
    /help❓ Show all commandsWhen you forget something
    πŸ’‘ /clear vs /compact: /clear wipes the conversation for a fresh start, use it when you switch to a new task. /compact keeps the thread but summarises it so there's room to keep going, use it when a session you're still working on starts to feel slow. Type /context any time to see how full your context window is, which tells you when it's worth compacting or clearing. (Claude also compacts automatically when the conversation gets very long.)
    πŸ’‘ Two more handy moves (keys, not commands): press Esc to interrupt Claude mid-action if it's heading the wrong way, and start a line with # to quickly save something to memory (e.g. # Always use UK date format) without stopping to edit a file.

    Riley's Daily Pattern

    Morning routine:
    1. /clear          ← Fresh start
    2. /skills         ← Verify my skills loaded
    3. [Start working] ← Smooth sailing
    
    πŸ’¬ "I run /clear at the start of every day and every new task. It's like clearing your desk before starting work. Sounds small, but it prevents so many weird issues."

    Plan Mode: Your Secret Weapon

    What is it?

    Plan mode makes Claude THINK before acting. Instead of immediately doing something, Claude:

  • Explores the situation
  • Considers approaches
  • Creates a step-by-step plan
  • Waits for YOUR approval
  • Then implements
  • How to activate:

    Press Shift+Tab before submitting your message

    When to use:

    βœ… USE Plan Mode❌ SKIP Plan Mode
    Complex tasksSimple fixes
    Multiple files involvedSingle file edit
    Uncertain approachClear, obvious action
    High stakes / costly mistakesLow risk
    "I'm not sure how to...""Just fix this typo"

    Riley's rule:

    πŸ’¬ "If I feel even slightly nervous about what Claude might do, I use plan mode. It's never wrong to plan. It's often wrong to skip planning."

    Exercise: Master Commands + Plan Mode

    ⏱️ Total Time: 35 minutes

    What You'll Build

    πŸ“‹ A personal command cheat sheet + firsthand experience with plan mode

    Before You Start

    You'll need:

    Claude Code open
    Your skill from Lesson 1.2
    Something to take notes (digital or paper)

    Step 1: Practice Each Command

    ⏱️ Time: 15 minutes

    Go through each command, one by one:

    Command 1: /clear

    /clear
    

    What happens: Context resets. Fresh start.

    Try it: Run it now. Notice the clean slate.

    Riley's habit: "New task? /clear first. Always."

    βœ… Practiced /clear


    Command 2: /skills

    /skills
    

    What happens: Shows currently loaded skills.

    Try it: Your Lesson 1.2 skill should appear!

    Variation:

    /skills list
    

    Shows ALL available skills, not just active ones.

    βœ… Practiced /skills


    Command 3: /memory

    /memory
    

    What happens: Shows the memory files Claude is loading, your CLAUDE.md files and any active project context.

    Try it: Run it now. See what Claude already knows about your project. We'll build on this in Lesson 2.5.

    πŸ’‘ Pro Tip: If Claude seems to be missing context you've written down, /memory shows you exactly what it's reading (and what it might have missed).

    βœ… Practiced /memory


    Command 4: /init

    /init
    

    What happens: Creates a starter CLAUDE.md file.

    Try it: Run it (you can delete the file after if you don't need it).

    βœ… Practiced /init


    Command 5: /help

    /help
    

    What happens: Shows all available commands.

    Try it: Scan through. You don't need to memorize - just know this exists.

    βœ… Practiced /help

    Success Check:

    Ran all 5 commands
    Understand what each does

    Step 2: Create Your Cheat Sheet

    ⏱️ Time: 10 minutes

    Create a reference document you'll actually use:

    # My Claude Code Cheat Sheet
    
    ## Daily Commands
    | Command | What | When |
    |---------|------|------|
    | /clear | Reset context | Start of new task |
    | /compact | Summarise, keep working | Long session slowing down |
    | /skills | Show my skills | Verify skill loaded |
    
    ## Occasional Commands
    | Command | What | When |
    |---------|------|------|
    | /agents | View and manage your agents | After you build agents (Module 2) |
    | /context | See how full your context window is | When a session feels slow, before /compact |
    | /init | Create CLAUDE.md | New project |
    | /help | All commands | When stuck |
    
    ## Plan Mode
    - **Activate:** Shift+Tab before Enter
    - **Use when:** Complex tasks, multiple files, uncertain
    - **Skip when:** Simple, obvious, low-risk
    
    ## My Personal Notes
    [Add your own observations as you learn]
    

    Riley's additions:

    πŸ’¬ "I added a section for 'commands I always forget' - that's where I put less common ones as I discover them. My cheat sheet is a living document."

    βœ… Success Check:

    Cheat sheet created
    Saved somewhere accessible

    Step 3: Try Plan Mode

    ⏱️ Time: 10 minutes

    Let's use plan mode on a real task.

    Instructions:

  • Clear context:
  •    /clear
       
  • Think of an enhancement for your skill:
  • Add better error handling?
  • Include more examples?
  • Add a new section?
  • Improve formatting?
  • Type your request (don't submit yet):
  •    Enhance my [skill name] skill to [your improvement]
       
  • Activate plan mode:
  • Press Shift+Tab (you'll see an indicator)
  • Then press Enter
  • Review Claude's plan:
  • Does it understand what you want?
  • Does the approach make sense?
  • Would you modify anything?
  • Approve, request changes, or cancel
  • Riley's First Plan Mode Experience:

    πŸ’¬ "I asked Claude to add error handling to my margin report skill. In plan mode, it showed me exactly which sections it would modify and why. I caught that it was going to change something I wanted to keep. Without plan mode, I would've had to undo that change."

    What to observe:

  • How Claude explores before acting
  • The structured plan it presents
  • Your ability to approve or redirect
  • βœ… Success Check:

    Successfully activated plan mode
    Reviewed at least one plan
    Understand the value of planning first

    Overall Success Criteria

    By the end of this lesson, you should have:

    πŸ”„ Practiced all 5 essential commands
    πŸ“‹ Created your personal cheat sheet
    🧠 Used plan mode at least once
    πŸ’‘ Understand WHEN to use plan mode vs. direct execution

    Quick Self-Test:

  • What command starts a fresh context? β†’ /clear
  • How do you check if your skill loaded? β†’ /skills
  • How do you see what memory files Claude is reading? β†’ /memory
  • How do you activate plan mode? β†’ Shift+Tab before Enter
  • When should you use plan mode? β†’ Complex tasks, multiple files, uncertainty
  • All four correct? You've got it!


    Troubleshooting


    πŸ”€ "Shift+Tab doesn't activate plan mode"

    **Why this happens:** Key combination timing or terminal settings.

    **Fix:**
    1. Make sure to press Shift+Tab BEFORE typing Enter
    2. Look for the plan mode indicator before submitting
    3. If still not working, check terminal settings or try a different terminal


    πŸ“‹ "/skills doesn't show my skill"

    **Why this happens:** Skill file not in correct location.

    **Fix:**
    1. Verify path: .claude/skills/your-name/SKILL.md
    2. Check spelling (SKILL must be capitalized)
    3. Make sure file was saved


    🐒 "Plan mode feels slow"

    **Why this happens:** Claude is actually thinking.

    **Reality check:** This is normal for complex tasks. The time spent planning saves more time than it costs.

    **Riley's take:** *"Plan mode adds 30 seconds upfront and saves 30 minutes of 'undo and redo.' Worth it."*


    πŸ€” "I don't know when to use plan mode"

    **Simple rule:**
    - If it touches more than 2 files β†’ plan mode
    - If you're uncertain about approach β†’ plan mode
    - If mistakes would be annoying to fix β†’ plan mode
    - If it's a simple, obvious change β†’ skip plan mode

    **When in doubt, plan.** It's rarely wrong to plan.


    πŸ’‘ Install your second skill: /automation-opportunity-finder

    Remember the discovery conversation from Lesson 1.1? It now exists as a ready-to-install skill.

    How to install it:
    1. Go to github.com/mercedesperezcapilla-gif/claude-skills
    2. Copy the skills/automation-opportunity-finder/SKILL.md file
    3. Save it to .claude/skills/automation-opportunity-finder/SKILL.md on your machine
    4. Run /skills, it should appear in the list
    5. Run /automation-opportunity-finder, have the discovery conversation any time you want fresh ideas

    This is lesson 1.2 made practical. You now know what a skill looks like, how to install one, and you have a genuinely useful tool for finding your next automation. Run it whenever you're looking for the next thing to build.

    You Did It!

    You just leveled up from "using Claude Code" to "working efficiently with Claude Code."

    Riley's transformation:

    πŸ’¬ "Before this lesson, I was clicking through prompts constantly. Now my workflow is smooth - /clear, /skills, go. And plan mode saved me from at least three 'oops' moments already. These aren't tricks. They're fundamentals."

    What you've gained:

  • ⚑ Faster workflow (fewer interruptions)
  • 🧠 Smarter approach (plan before act)
  • πŸ“‹ Personal reference (your cheat sheet)
  • πŸ’ͺ Confidence (you know the tools)

  • πŸ’‘ The pattern: Power users make /clear automatic and plan mode instinct. They don't decide whether to use them, they just do. That's what you're building toward.

    AI Automation Academy is an independent course created by Mercedes Perez-Capilla. It is not affiliated with, endorsed by, or produced by Anthropic. Claudeβ„’ is a trademark of Anthropic. All tool references are for educational purposes.