Task Genius

Full documentation is available at Docs.

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Task Genius is a comprehensive plugin for Obsidian designed to enhance your task and project management workflow. It integrates seamlessly into your notes, offering visual progress tracking, flexible status management, powerful filtering, and a dedicated view to manage tasks across your vault.

Key Features

• Task Progress Bars: Visualize parent task completion with customizable graphical or text-based progress bars based on sub-task status. Supports headings and non-task list items.
• Advanced Task Statuses & Cycling: Define custom task statuses beyond - [ ] and - [x] (e.g., In Progress [/], Planned [?], Abandoned [-]). Easily cycle through statuses with clicks or commands.
• Date & Priority Management: Quickly add and modify due dates via a calendar picker (📅 2023-12-25) and assign priorities (🔺 Highest, ⏫ High, ..., [#A], [#B], [#C]) through context menus, commands, or clickable icons.
• In-Editor Task Filtering: Dynamically filter tasks within a note based on status, content, tags, and relationships (parent/child/sibling) using a toggleable panel. Save and reuse common filters as presets.
• Task Mover: Archive completed or specific sets of sub-tasks to a designated file using commands, keeping your active notes clean.
• Quick Capture: Rapidly capture tasks or notes to a specified file via an inline panel (Alt+C), a global command, or a full-featured modal for adding metadata.
• Workflow Management: Define multi-stage workflows (e.g., Todo -> Doing -> Review -> Done) and track tasks through them. Includes options for automatic timestamping, duration tracking, and next-task creation.
• Dedicated Task View: A powerful, unified interface (Task Genius: Open Task Genius view) to see, sort, filter, and manage all tasks across your vault. Includes modes like Inbox, Forecast, Tags, Projects, and Review.
• Customizable Settings: Extensive options to configure the appearance and behavior of all features.

Feature Highlights

Progress Bars

Automatically adds progress indicators to parent items.

- [ ] Parent Task [||||----] [4/8] // Example progress bar and text
    - [x] Sub-task 1
    - [x] Sub-task 2
    - [/] Sub-task 3 (In Progress)
    - [ ] Sub-task 4
    - [-] Sub-task 5 (Abandoned - might be excluded from count based on settings)
    - [?] Sub-task 6 (Planned - might be excluded)
    - [x] Sub-task 7
    - [x] Sub-task 8

• Customize: Display mode (bar, text, both), count sub-levels, show on headings/non-tasks, custom text format (placeholders, expressions), conditional hiding (tags, folders, metadata).

Task Status & Cycling

Define custom markers and cycle through them.

• Settings: Define markers (x, /, ?, -), configure counting, choose themes, set up custom click cycles.
• Usage: Click markers in Live Preview/Reading (if enabled), use commands (Cycle task status forward/backward).

Date & Priority

Add metadata easily.

• Dates: Click calendar icon or date text (📅 2023-12-25) for a picker.
• Priorities: Click icon (🔺) for dropdown, use context menu (Set priority), or use commands (Set priority Highest, Remove priority).

Task Filtering (Editor)

Focus on specific tasks within a note.

• Command: Toggle task filter panel.
• Options: Filter by status, text/tags (#tag), related tasks. Save/load presets.

Task Mover

Archive tasks.

• Commands: Move all completed subtasks, Move direct completed subtasks, Move all subtasks, Move task.
• Settings: Define destination file (via Quick Capture settings), add markers ({{DATE:YYYY-MM-DD}}), link back to source.

Quick Capture

Add tasks quickly.

• Inline: Toggle quick capture panel (Alt+C).
• Global: Quick capture (Global).
• Detailed: Task capture with metadata.
• Settings: Define target file, append/prepend/replace mode.

Workflows

Manage multi-stage processes.

• Define: Create workflows with stages (Cycle, Terminal) in settings.
• Use: Associate tasks (e.g., via tag #workflow/MyFlow), use context menu (Move to Next Stage), automate timestamps/next tasks.

Task Genius View

Manage all tasks centrally.

• Open: Ribbon icon or command Open Task Genius view.
• Modes: Inbox, Forecast, Tags, Projects, Review.
• Interact: Click tasks to view/edit details (description, date, priority, notes) in the right panel. Complete/cycle status directly. Right-click for context menu.
• Manage Index: Commands Refresh task index, Force reindex all tasks.

Installation

From Obsidian Community Plugins

1. Open Settings -> Community plugins.
2. Make sure "Restricted mode" is off.
3. Click Browse community plugins.
4. Search for "Task Genius".
5. Click Install.
6. Once installed, Enable the plugin.

Manual Installation

1. Download the latest release (main.js, manifest.json, styles.css) from the Releases page.
2. Navigate to your Obsidian vault's plugins folder: YourVault/.obsidian/plugins/.
3. Create a new folder named task-genius.
4. Copy the downloaded main.js, manifest.json, and styles.css files into the task-genius folder.
5. Reload Obsidian (or disable and re-enable the plugin).
6. Enable the plugin in Settings -> Community plugins.

Support Me

If you enjoy Task Genius and find it useful, please consider supporting my work by buying me a coffee! It helps me dedicate time to maintaining and improving the plugin.