Task Management with Kanban's Tasks as Kanbans

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Hello!

I’ve using Obsidian for a while now and I have settled on some workflow that I’d like to automate a little from now onwards.

I usually have a lot of Projects that I need to keep track of and most also relate to programming, so I’ve found that working with Kanban boards is the optimal setup for me.

I have a “Projects Kanban” with “Projects” Tasks that link to each “Project Kanban”.
Then, each “Project Kanban” has a set of tasks with a link to the corresponding file that might be a “Project Task Kanban” or any other file.

Currently this has been working very well for me, but I have to do everything by hand.

When creating a Project:
1.- Create the “[[Project Task]]” task in the “Projects Kanban”
2.- Click the link “[[Project Task]]” to create the file
3.- Import my Kanban Template in to the new file
4.- Move the file to a sub-folder where the “Project Tasks Kanban” are located (This is a sub-folder in the same directory)

When Creating a Project’s Task:
1.- Create the “[[Task]]” task in the corresponding “Project Kanban”
2.- Click the link “[[Task]]” to create the file
3.- Import my Kanban Template (or another template) in to the new file
4.- Move the file to a sub-folder in the same directory (Here I’d like it to be a folder for each “Project”)

What I’m trying to do

So I’m trying to implement that workflow in an automated manner. Meaning that:
A. I’d like to be able to provide a “Project Name” and it creates a task in the “Projects Kanban” and a Kanban Board from my Template in the corresponding “Projects Folder”, then opens it
B. When inside any “Project Kanban”, I’d like to be able to provide a name that creates a task in the “Project Kanban”, creates the file from a selection of templates in the particular “Project Tasks Folder” and opens it

Things I have tried

I’ve read many things on-line, tried implementing it with QuickAdd, tried the Projects Plugin, and some other things, but I haven’t been able to suceed, particularly with the files/folder managing aspect, and I’m not even sure what would be the best approach to accomplish my goals.

Considerations

• I’m using Metadata Menu and I’d like the implementation to not break it

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Solved it!

Ended up relying solely on QuickAdd by creating two macros.

(0. Created the main “Projects Board” manually)

1. Add to Projects Kanban Board Macro:

• Add Project Kanban: Template choice with File Name as “{{Value:Project Name}} Blah 12123123.md”, created in “Project” folder, and is opened afterwards
• Add Project Task: Simple Capture to the “Projects Board”, with Task format, and inserting after “## To Do” at end of section, with format “[[{{Value:Project Name}} Blah 12123123]]”

2. Add to Project Kanban Board Macro:

• get_active_file_name: this was the “tricky” part, had to store a ‘.js’ file in my Vault with the following script:

• Add Project Sub Task: Simple Capture to the active file, with task format, inserted after “## To Do”, at the end of section, with format “[[{{VALUE:Task Name}}-{{VALUE:ActiveFileName}}]]”
• Add Project Sub Task Kanban: Template choice with File name as “{{VALUE:Task Name}}-{{VALUE:ActiveFileName}}.md” and in the “Sub-Tasks” folder, is opened afterwards

Wanted to have the parent “ActiveFileName” (or its id) so that I can know to which Project each Sub-Task relates to.

Thanks!