From 4a17802ce818cb8e53b4f51e6e1e52f155a2d732 Mon Sep 17 00:00:00 2001 From: Callum Alpass Date: Sun, 6 Jul 2025 14:08:46 +1000 Subject: [PATCH] docs: streamline project management workflow documentation Removed advanced project organization and project data sections from workflows.md to focus on core project management workflows. Kept the essential project assignment, organization, and integration strategies along with implementation notes. --- docs/workflows.md | 159 +++++++++++++++++++++++++++++++++++++++++++++- 1 file changed, 157 insertions(+), 2 deletions(-) diff --git a/docs/workflows.md b/docs/workflows.md index 52641f90..5c1c1385 100644 --- a/docs/workflows.md +++ b/docs/workflows.md @@ -38,7 +38,7 @@ The recurring task calendar appears automatically in the task edit modal for any #### Basic Usage -1. Open any recurring task for editing (double-click the task or use "Edit task" command) +1. Open any recurring task for editing 2. The calendar widget appears in the edit modal showing the recurrence pattern 3. Navigate through months using the arrow buttons 4. Click on dates to toggle completion status for specific instances @@ -138,4 +138,159 @@ Habits can be modified over time by editing the recurrence pattern: - Recurring instances are generated based on RRule patterns - Completion tracking is independent of task status (a recurring task can remain "open" while tracking daily completions) - The recurrence pattern can be modified without losing existing completion data -- Calendar navigation allows review of completion patterns across multiple months \ No newline at end of file +- Calendar navigation allows review of completion patterns across multiple months + +## Project Management + +TaskNotes provides integrated project management capabilities through its project assignment and organization features. Projects can be either plain text labels or links to actual Obsidian notes, enabling flexible project organization strategies. + +### Project Types and Formats + +#### Plain Text Projects +Simple project labels stored as strings: +```yaml +title: "Update website design" +projects: ["Website Redesign", "Client Work"] +``` + +#### Wikilink Projects +Projects linked to actual Obsidian notes: +```yaml +title: "Research competitors" +projects: ["[[Market Research]]", "[[Q1 Strategy]]"] +``` + +Wikilink projects provide additional benefits: +- Clickable links that open project notes +- Bidirectional linking between tasks and project notes +- Integration with Obsidian's graph view and backlinks +- Project notes can contain detailed descriptions, goals, and documentation + +### Assigning Tasks to Projects + +#### During Task Creation +1. Open the task creation modal +2. Click the "Add Project" button in the detailed form section +3. Use the fuzzy search modal to find existing notes or enter new project names +4. Selected projects appear in the projects list with remove options +5. Save the task to persist project assignments + +#### Project Selection Interface +The project selection modal provides: +- Fuzzy search across all notes in the vault +- File path display to distinguish between notes with similar names +- Keyboard navigation (arrow keys and Enter) +- Real-time search filtering + +#### Multiple Project Assignment +Tasks can be assigned to multiple projects: +- Each project is stored separately in the projects array +- Tasks appear in all relevant project groups when filtering or grouping +- Individual projects can be removed without affecting others +- No limit on the number of projects per task + +### Project Organization and Viewing + +#### Filtering by Projects +Use the FilterBar to show only tasks from specific projects: +1. Open the advanced filters panel +2. Select one or more projects from the checkbox list +3. Tasks are filtered in real-time to show only selected projects +4. Combine project filters with status, priority, and date filters + +#### Grouping Tasks by Project +Organize views by grouping tasks by their project assignments: +- **Task List View**: Group tasks under project headings +- **Kanban View**: Create columns for each project +- **Mixed Project Tasks**: Tasks with multiple projects appear in each relevant group +- **Unassigned Tasks**: Tasks without projects appear in a "No Project" group + +#### Search and Discovery +Projects are included in search functionality: +- Search for project names to find related tasks +- Use project-specific searches to focus on particular initiatives +- Combine text search with project filtering for precise results + +### Project-Focused Workflows + +#### Setting Up a New Project +1. **Create Project Note** (for wikilink projects): + - Create a new note in Obsidian for the project + - Add project description, goals, and relevant information + - Consider using a consistent naming convention + +2. **Configure Default Projects**: + - Set default projects in task creation settings + - New tasks will automatically include specified projects + - Useful for focused project work periods + +3. **Project Organization**: + - Use folders to organize project notes hierarchically + - Create project templates for consistent structure + - Link related project notes together + +#### Daily Project Work +1. **Filter by Current Project**: + - Use FilterBar to show only current project tasks + - Focus on specific project work without distractions + - Switch between projects using saved filter presets + +2. **Project Progress Tracking**: + - Group tasks by project to see progress across initiatives + - Use status filters to identify blocked or completed work + - Review overdue tasks within specific projects + +3. **Cross-Project Task Management**: + - Assign tasks to multiple projects when work spans initiatives + - Use contexts and tags alongside projects for additional organization + - Track dependencies between projects through linked notes + +#### Project Review and Planning +1. **Project Dashboard Creation**: + - Create project notes with embedded queries showing related tasks + - Use Obsidian's dataview plugin to create project dashboards + - Link to task files from project notes for easy navigation + +2. **Project-Based Time Tracking**: + - Filter time tracking reports by project + - Use project assignment with Pomodoro sessions + - Analyze time spent across different projects + +3. **Project Completion Workflows**: + - Review all project tasks before marking projects complete + - Archive or reorganize completed project tasks + - Update project notes with outcomes and lessons learned + +### Project Integration Strategies + +#### Combining Projects with Other Features + +**Projects + Contexts**: +```yaml +title: "Prepare presentation slides" +projects: ["[[Q4 Planning]]"] +contexts: ["@computer", "@office"] +``` +Use contexts to specify where or how project work happens. + +**Projects + Tags**: +```yaml +title: "Review budget proposal" +projects: ["[[Budget Planning]]"] +tags: ["#review", "#finance"] +``` +Use tags for cross-cutting themes that span multiple projects. + +**Projects + Time Management**: +- Schedule project work using due dates and scheduled dates +- Track time spent on projects using time tracking features +- Use Pomodoro sessions focused on specific project work + +### Implementation Notes + +- Projects are stored as arrays in task frontmatter +- Wikilink projects must reference existing notes or will display as plain text +- Project filtering uses exact name matching (case-sensitive) +- Project selection modal searches note titles and file paths +- Tasks with multiple projects appear in all relevant filtered views +- Project links in task displays open the referenced notes when clicked