Obsidian Project Planner

Hello,

I’ve been building and designing an Obsidian Plugin inspired by Microsoft Premium Planner. For those of you familiar with Premium Planner, you’ll appreciate the familiar style, layout and features of Obsidian Project Planner.

Due to the amount of features and views, it is not practical to share everything. There are many features yet to be implemented. I will try to share as much of the current features as possible. If there’s interest in this plugin, I will share more details and provide a link to the GitHub repo.

Note: The features I’m sharing are fully working and the plugin is pretty stable even at the current development version. I use it almost daily to track tasks for the development of this plugin. (Also on my GitHub repo)

Featured Views:

  • Grid View
  • Board View (Kanban)
  • Timeline (Coming soon)
  • Dependency Graph

Global Plugin Features:

  • Multi-project support
  • Full sync between all views
  • Full drag and drop support for all views
  • Inline task editing in all views
  • Task dependencies
  • Due Date Overdue tag indicator
  • Quick complete task checkbox
  • Project Hub Page (Will become a dashboard)
  • Create and update notes for all tasks with the click of a button
  • Task Notes are fully integrated into Obsidian Graph
  • Customizable Statuses, Priorities and Tags

Grid View:

Grid View Highlights:

  • Tasks with subtasks
  • Right-click context menu functions just like Microsoft Planner:
    • Open details
    • Add New Task Above
    • Make Subtask
    • Promote to parent
    • Delete task
  • Task Options reveal on hover with the same options as above just like MS Planner
  • Adjustable column widths
  • Show/Hide columns
  • Search and sort tasks

Board View:

Board View Highlights:

  • Task Options icon reveal on hover like MS Planner
  • Right-click context menu:
    • Rename bucket
    • Add bucket to the right
    • Delete bucket
  • Drag and drop to reorder buckets
  • Add new bucket button
  • Show/Hide Completed tasks
  • New options and features coming soon

Task Details:

Task Details Panel

  • Look and feel similar to MS Planner (splits the current View as a new tab to the right)
  • Mark as Complete
  • Copy task link to add to notes or other tasks
  • Description is fully Markdown compatible (something MS Planner will never do)
  • Task dependencies:
    • Finnish-to-Start
    • Start-to-Start
    • Finnish-to-Finnish
    • Start-to-Finnish
  • Attachments currently only support internal/external links
  • Checklist with drag and drop sorting for checklist items

Plugin Settings

Plugin Setting Highlights:

  • Add and manage projects
  • Add and manage status, priorities and tags (labels)
  • Show/Hide Completed tasks
  • Set default View
    • Grid View
    • Board View
    • Timeline View
  • Create/Manage Project Hub note/page
  • Create/Update Task Notes with task links
  • More features and settings on the way
    • Open views in the same tab or in a new tab
    • Drag and Drop Statuses, Priorities, Tags
8 Likes

It would be interesting to see how this develops and if it would be compatible with Task Notes.

Although I do like the idea of keeping this plugin completely self-contained, I do recognize the importance and convenience of integrating with other core and community plugins.

I have included in the plugin roadmap integration with Full Calendar and I am open to working with Task Notes as well. I’ve also considered integration with Reminders and To Do plugins.

I think offering the best of both worlds might be the solution. Including options and configurations in the plugin settings to work with popular plugins if desired.

2 Likes

I’ll be honest. If this plugin — or any similar one:

  1. works with data that is already in the YAML properties and
  2. lets the user choose the names of these properties,

it will be very interesting. If it doesn’t meet these two requirements, it will not be interesting, at least not to me.

3 Likes

Thanks for your comments. I will investigate YAML properties and I will see what I can do.

Brilliant plugin! I really hope you can release more details soon. If you ever set up a donation link, I’d be more than happy to support you!

1 Like

+1 interest

1 Like

+1 interest

1 Like

New Updates

Interactive Dashboard

The Dashboard serves as the central project overview.

Dashboard Features

  • Show an individual project or Show all projects at the same time
  • Interactive Cards show related tasks:

  • Click on a task to view Task Details:


Updated Board View

New features added to the Board View including:

  • Customize the colour of a bucket

  • Assign bucket for a any task in the project:


New Timeline View

The new Timeline view (a.k.a. Gantt View) shows the timeline of your project.

Timeline Features

  • Customizable Task list (left side)
    • Behaves just like the task list in Grid View.
  • Interactive Gantt Chart
    • Draggable dates
    • Expand or decrease dates by dragging the left/right date handles
  • Zoom the timeline by Day, Week or Month
  • Go to date (select the exact date you want)

New Actions

Actions are configured in the plugin settings and add more options for the plugin.

  • Create Task Notes from tasks
    • Auto generates a note for each one of your tasks which use the default Obsidian notes
    • Your task notes now tie into Obsidian Graph with one click of a button

  • Auto generates a Project Planner folder to keep your task notes organized. You will be able to chose your own folder locations as well.

Tab management

You can chose whether you want plugin views to open a new tab or open in the same tab.


Of course there’s a lot of other improvements to the codebase, UI/UX and existing features.

It’s almost ready for beta release.

2 Likes

Bidirectional Markdown Sync

Currently testing out bidirectional synchronization between Project Planner internal JSON data storage and markdown notes in Obsidian vault.

## Task Markdown Format

Tasks are stored as markdown files with YAML frontmatter:

```markdown
---
id: abc123-def456-ghi789
title: Implement login feature
status: In Progress
completed: false
priority: High
bucketId: bucket-1
startDate: 2026-01-10
dueDate: 2026-01-20
tags:
  - frontend
  - authentication
dependencies:
  - FS:task-id-predecessor
---

This is the task description. It can contain any markdown content.

## Subtasks

- [x] Design login UI
- [ ] Implement authentication logic
- [ ] Add password reset

## Dependencies

- FS: [[Predecessor Task Name]]

## Links

- [[Related Design Document]]
- [https://example.com](https://example.com)

Settings

Added sync options to the plugin settings:

Enable Markdown Sync

Enables the bidirectional sync system. When disabled, markdown files won’t be watched for changes.

Auto-Create Task Notes

Automatically create/update markdown notes when tasks are modified in the plugin UI.

Sync on Startup

Scan project folders and import task markdown files when the plugin loads.

Sync All Tasks Now

Manually trigger a one-time sync of all tasks to markdown files (useful for initial setup or after bulk changes).

3 Likes