obsidian-tasks

Kabilan108's avatarfrom Kabilan108

Work with the Obsidian Tasks plugin for task management. Use when creating, editing, querying, or managing tasks in an Obsidian vault. Covers Dataview inline field format (primary), query syntax, filters, sorting, grouping, recurrence rules, priorities, and custom statuses. Trigger on: task queries, todo management, task filtering, recurring tasks, task dashboards, or any work involving `- [ ]` checkbox items with metadata.

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[Project Management]

When & Why to Use This Skill

This Claude skill enables advanced task management within Obsidian by leveraging the Tasks plugin and Dataview inline field formats. It allows users to automate task creation, perform complex queries, manage recurring todos, and build dynamic productivity dashboards directly inside their Markdown-based knowledge base, significantly enhancing personal and professional workflow efficiency.

Use Cases

  • Dynamic Task Dashboards: Automatically generate and maintain filtered views of tasks (e.g., 'Due Today' or 'High Priority') across an entire Obsidian vault using specialized query blocks.
  • Recurring Workflow Automation: Setup and manage complex recurring tasks with specific rules like 'every weekday' or 'every 2 weeks' to ensure consistent routine maintenance.
  • Project Progress Tracking: Monitor the lifecycle of project-related items using custom statuses such as 'In Progress' or 'Cancelled' and metadata fields like 'start' and 'scheduled' dates.
  • Metadata-Driven Task Organization: Utilize Dataview inline fields to add rich context to tasks, enabling sophisticated sorting and grouping by priority, folder, or custom tags.
nameobsidian-tasks
description"Work with the Obsidian Tasks plugin for task management. Use when creating, editing, querying, or managing tasks in an Obsidian vault. Covers Dataview inline field format (primary), query syntax, filters, sorting, grouping, recurrence rules, priorities, and custom statuses. Trigger on: task queries, todo management, task filtering, recurring tasks, task dashboards, or any work involving `- [ ]` checkbox items with metadata."

Obsidian Tasks Plugin

The Tasks plugin enables task management across an Obsidian vault. Tasks are standard Markdown checkboxes with optional metadata for dates, priority, recurrence, and status.

Task Format Overview

This vault uses Dataview format (inline fields with [key:: value] syntax), not emoji format.

Basic Task Structure

- [ ] Task description [due:: 2024-01-15] [priority:: high]
- [x] Completed task [done:: 2024-01-10]
- [/] In progress task
- [-] Cancelled task

Available Fields (Dataview Format)

Field Syntax Purpose
Due date [due:: YYYY-MM-DD] When task must be completed
Scheduled date [scheduled:: YYYY-MM-DD] When to work on task
Start date [start:: YYYY-MM-DD] When task becomes available
Created date [created:: YYYY-MM-DD] When task was created
Done date [done:: YYYY-MM-DD] Auto-added on completion
Priority [priority:: highest/high/medium/low/lowest] Task importance
Recurrence [repeat:: every day] Recurring task rules

Task Statuses

Status Markdown Type
Todo - [ ] TODO
Done - [x] DONE
In Progress - [/] IN_PROGRESS
Cancelled - [-] CANCELLED

Query Blocks

Query tasks using fenced code blocks with tasks language:

```tasks
not done
due before tomorrow
sort by priority
```

Essential Query Instructions

Filtering:

  • done / not done - completion status
  • due today / due before tomorrow / due after 2024-01-01
  • scheduled this week / starts before today
  • priority is high / priority is above medium
  • path includes Projects/ / path does not include Archive/
  • description includes meeting
  • has due date / no due date
  • is recurring / is not recurring

Sorting:

  • sort by due / sort by due reverse
  • sort by priority / sort by created / sort by done

Grouping:

  • group by due / group by priority / group by filename / group by folder

Display:

  • limit 10 - max results
  • short mode - compact display
  • hide tags / hide task count / hide backlink

Global Task Filter

This vault uses #todo as the global task filter. Only tasks containing #todo are recognized by the plugin.

Reference Files

Working in This Vault

When modifying task-related files:

  1. Check Obsidian settings at .obsidian/plugins/obsidian-tasks-plugin/data.json for:

    • Global task filter configuration
    • Task format preference (should be Dataview)
    • Custom status definitions
    • Default date behavior

  2. Preserve existing task metadata - don't strip fields when editing tasks

  3. Use consistent date format: YYYY-MM-DD

  4. Place fields after description: - [ ] Description [due:: 2024-01-15]

  5. Tags go before or within description, not after metadata fields