#13

Yes!! Love hearing these reasons. YAML felt so fragile and inline felt so much better, but those were just feelings. Seeing how you articulated it, it is now very clear in my mind. Thanks for sharing your work and explanations!

4 Likes
#14

Thank you for sharing. this is really cool!!

Somehow progress in projects view is not working for me. I see that this value is calculated from tasks which is field in project template but I am wondering how it is populated?

2 Likes
#15

Thanks @arminta & @davecan for all your posts and this one in particular. I’m looking to rip and replace Notion as my task manager + meeting notes store and this gives me so many ideas and motivation. I started looking at OmniFocus, but it just doesn’t give me the customization (metadata) that I’d like and now I have a fantastic solution.

I’m curious if you have more than one Obsidian vault, similar to @davecan, one for task / project management and another for PKM / Zettlekasten?

2 Likes
#16

Hey @davecan - how do you name the files of your actions / tasks?

#17

They are given a normal name capturing that action. E.g. Tell Bob about blah as a fine-grained one or Develop strategy for foo for a broader one.

All actions go in an Actions folder. All projects go in a Projects folder. Project notes are typically converted into folders using the Folder Notes plugin.

Thanks to Keyboard Maestro I can press Ctrl-A to create an action, Ctrl-S to create a significant action note, Ctrl-M to create a meeting note. KM prompts me for a title and then creates the note, names it appropriately, applies the template, etc. Just takes about 3 seconds.

1 Like
#18

Thanks for the detailed insights!
From above I see that you use tags for all your projects, does this mean that if you were to rename a project you’d have to rename it in 2 places"

  • the #project tag
  • the project folder / note

I personally wanted to use a “note” as a project, but ran into some strange behavior of dataview with that.

#19

That is a very weird bug, hopefully it gets fixed.

Yes if I were to rename a project it would have to be renamed in the tag as well.

I considered using metadata instead of a tag but I liked the “visual” of having the project tag attached to actions.

It looks like this which I find very pleasant and intuitive, since it reads as “this is an action belonging to that project”

image
image450×576 33.1 KB

One downside is it means a query for #project also returns these so I have to filter out where file.tags also contains #action.

The meeting note & person notes & project notes all have queries that find where this.file.link is referenced in actions along with their status/reason. In the project notes it also has a filtered query showing only actions for that project tag (injected to the dataview query via Templater when the note is created from the template). Person templates show me what actions I owe to that person, what I’ve delegated to them, what I’m waiting on from them, etc.

#20

Hi, really great use of obsidian together with dataview. You inspired me for my own task and project management within obsidian. But I have one question regarding your project template and the project overview table.

Do you fill out the tasks:: field manually or how does the length() and sum() functions are working there? It looks like you would query a dataview query? That would be awesome, but I can’t get it to work.

1 Like
#21

Yeah it is very strange. Have you come across it in your system?

Thanks for the insights into your system!
Would you mind sharing the query that you have within each of you “person” files?

#22

I’m a new user, so do I understand correctly that by using dataview table for tasks I have to create a new page for every task? I know there is a TASK type, but I’d like to use a TABLE.

This doesn’t work for example (writing tasks on a single page):

Task:: foobar
Priority:: 2
Tag:: #personal

Task:: barbaz
Priority:: 3
Tag:: #personal

Dataview table:

TABLE Task, Priority FROM #personal

This shows only the last entry (“barbaz”) in the dataview table. So I need to create a new page for every task with its own metadata, right? But with this method, the vault could be cluttered with small files after a while. :thinking:

#23

I got it working with separate files for tasks. I created a “new task” template and I’m using the metatemplates plugin to quickly create a new task file with it. Then I put them into a table with Dataview (selecting all files from the Tasks folder).

#24

Hello Arminta:

I see the tasks template but I don’t see the projects template. could you post the content?

Note (another, hehe): I am honest that Dataview and DataviewJS are getting a bit complicated to manage.

#25

Thank you for posting this its amazing, I am just starting to dabble with dataview and this has set a whole string of inspirations, two questions:

  1. How do you get to add a button? That snippet does not do anything for me
  2. Your screenshots show sorting arrows on the column heading, how do we get that?
2 Likes
#26

Exactly!

Advantage Obsidian! Not to mention I can link to my knowledge graph.

#27

Thanks for sharing! Your work is just the right input at just the right time for me. Hugely appreciated. :+1: :+1:

#28

Hi all!
I realised that many of us started playing with this wonderful plugin called Dataview. Which is a great thing, but usually we have relatively the same problems to be solved by scripting Dataview, therefore I created a git repository to collect the scripts and queries of DV in one place in order to find them easier, to inspire others, and to use them out-of-the-box or after a tiny customisation.
Here it is: GitHub - akosbalasko/obsidian-dataview-scripthub: It's a place to collect awesome scripts developed on top of Obisidian's Dataview plugin
Please feel free to contribute by creating a PR, let’s build a piece of script-paradise there!

3 Likes
#29

Thanks, arminta. As a non-technical user of Obsidian, I’ve been a bit nervous about using Dataview, but after watching a couple of YouTube clips and then reading this post, I thought I’d give it a go. I’ve got something similar to your setup working, but was wondering how I can stop the task template from showing up in the table of tasks. I’m sure there’s an easy way to achieve this so sorry for what is probably a very basic question.

Thanks again!

1 Like
#30

Actually, don’t worry! I figured it out watching some other videos on YouTube. I used this line:
where !contains((file.name), “Template for research Tasks”).
Thanks again.

3 Likes
#31

Hi! New user here, how did you get the sort arrows in your table header?

1 Like
#32

Nice work!
Can you share how to set up ScriptKit for quick add like in that video?

1 Like