clarify default base file docs

This commit is contained in:
callumalpass 2026-06-08 19:39:53 +10:00
parent 8ff5b4c1f1
commit c9e41c1f35
6 changed files with 17 additions and 7 deletions

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@ -198,7 +198,7 @@ These settings are replaced in v4 by:
- `showRelationships` and `relationshipsPosition`
If you had project subtasks enabled in v3, the relationships widget is enabled automatically after upgrading to v4. The underlying Bases file changed from `TaskNotes/Views/project-subtasks.base` to `TaskNotes/Views/relationships.base`. Run the **Create default files** action in `Settings -> TaskNotes -> Integrations` if `relationships.base` is missing.
If you had project subtasks enabled in v3, the relationships widget is enabled automatically after upgrading to v4. The underlying Bases file changed from `TaskNotes/Views/project-subtasks.base` to `TaskNotes/Views/relationships.base`. Run the **Create files** action in `Settings -> TaskNotes -> General -> Views & base files` if `relationships.base` is missing.
## Natural Language Processing

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@ -18,6 +18,8 @@ Use **Identify tasks by** to select a strategy.
- **Tag mode** uses a configured task tag (for example `task`) and can optionally hide that identifying tag in card displays.
- **Property mode** matches a property/value pair (for example `isTask: true` or `category: task`) and is useful when you avoid tag-based identification.
If you change the task tag after creating default Base views, existing `.base` filters will still point at the old tag until you update the default Base files or edit those filters.
### Hide Identification Tags
When using tag-based identification, you may want to keep your task identification tags in the frontmatter for organizational purposes, but hide them from the visual display in task cards to reduce clutter.
@ -42,6 +44,12 @@ If your task identification tag is `task` and a task has the tags `#task`, `#tas
Use **Excluded folders** to omit paths from Notes tab indexing and keep large archive areas out of regular task browsing.
## Views & Base Files
TaskNotes uses Obsidian Bases files (`.base`) to power its task views. By default, missing view files are created automatically on startup.
Use **Create files** to generate missing default files in `TaskNotes/Views/` without overwriting existing files. Use **Update files** to overwrite the configured default files with templates generated from your current TaskNotes settings.
## Frontmatter
This section only appears when you have markdown links enabled globally in Obsidian settings.

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@ -5,7 +5,7 @@ These settings control the integration with other plugins and services, such as
![Integrations Settings](../assets/settings-integrations.png)
## Bases Integration
## Bases
TaskNotes v4 uses Obsidian's Bases core plugin for its main views. For setup instructions, see [Core Concepts](../core-concepts.md#bases-integration).
@ -13,7 +13,7 @@ TaskNotes v4 uses Obsidian's Bases core plugin for its main views. For setup ins
View command settings map TaskNotes commands and ribbon actions to specific `.base` files. This is useful when you maintain custom variants of the default views and want first-class command access to those files.
Access these settings in **Settings → TaskNotes → General → View Commands**.
Access these settings in **Settings → TaskNotes → General → Views & base files**.
Default mappings:
@ -27,7 +27,9 @@ Default mappings:
Each command allows you to specify a custom `.base` file path and includes a reset button to restore the default path.
**Create Default Files**: Button to generate all default `.base` files in the `TaskNotes/Views/` directory. Existing files are not overwritten.
**Auto-create default files**: When enabled, TaskNotes creates missing default `.base` files automatically on startup.
**Create files**: Button to generate all default `.base` files in the `TaskNotes/Views/` directory. Existing files are not overwritten.
The generated Pomodoro statistics Base reads Pomodoro sessions from daily notes frontmatter. If your Pomodoro history is still stored in plugin data, migrate it from **Settings → TaskNotes → Features** before using that Base file.

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@ -10,7 +10,7 @@ When debugging, start with the smallest reproducible scenario: one affected task
**Symptoms**: TaskNotes views show errors or don't display tasks
First confirm Bases is enabled (`Settings -> Core Plugins -> Bases`), then restart Obsidian once. If views are still missing, verify `.base` files exist in `TaskNotes/Views/`. If needed, regenerate defaults from `Settings -> TaskNotes -> Integrations` (`Create default files`).
First confirm Bases is enabled (`Settings -> Core Plugins -> Bases`), then restart Obsidian once. If views are still missing, verify `.base` files exist in `TaskNotes/Views/`. If needed, regenerate defaults from `Settings -> TaskNotes -> General -> Views & base files` (`Create files`).
### Commands Open Wrong Files

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@ -11,7 +11,7 @@ The Agenda view is a dedicated `.base` file that opens the calendar in list mode
- Command: **Open Agenda View** (ribbon icon and command palette)
- Configure the file path in **Settings → TaskNotes → General → View Commands**
The file is created automatically the first time you run the command, and you can replace it with your own `.base` file if you maintain multiple agendas.
TaskNotes creates missing default `.base` files automatically on startup when **Auto-create default files** is enabled. You can replace the command path with your own `.base` file if you maintain multiple agendas.
## Default Configuration

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@ -22,7 +22,7 @@ If commands open empty or unexpected views, first confirm Bases is enabled and t
### View File Location
When you use the "Open Tasks View" command or ribbon icon, TaskNotes opens the `.base` file configured under `Settings -> TaskNotes -> General` (`View Commands`) (initially `TaskNotes/Views/tasks-default.base`). The default file is created automatically the first time you use the command, and you can point the command to any other `.base` file if you maintain multiple task-list layouts.
When you use the "Open Tasks View" command or ribbon icon, TaskNotes opens the `.base` file configured under `Settings -> TaskNotes -> General -> Views & base files` (initially `TaskNotes/Views/tasks-default.base`). TaskNotes creates missing default `.base` files automatically on startup when **Auto-create default files** is enabled, and you can point the command to any other `.base` file if you maintain multiple task-list layouts.
## Configuration