obsidian-tasks

Task management in Obsidian vaults using Kanban boards, Dataview dashboards, and structured task notes.

Setup

Run the setup script to initialize a task board in an Obsidian vault:

python3 scripts/setup.py <vault-path> [--folder <name>] [--columns <col1,col2,...>]

```
vault-path
```
: Path to the Obsidian vault root
```
--folder
```
: Subfolder to create (default:
```
Tasks
```
)

--columns

: Kanban columns (default:

Backlog,Todo,In Progress,Review,Done

)

This creates:

```
<folder>/Board.md
```
- Kanban board (requires Kanban community plugin)
```
<folder>/Dashboard.md
```
- Dataview dashboard (requires Dataview community plugin)

Tell the user to install Kanban and Dataview community plugins if not already installed.

Task Note Format

Each task is a separate markdown file with YAML frontmatter:

---
status: todo
priority: P1
category: revenue
created: 2026-02-03
due: 2026-02-07
---
Task Title
Description and notes here.
References

[[linked-document|Display Name]]

Status

 Step completed
 Step pending

Frontmatter Fields

Field	Values	Required
status	backlog, todo, in-progress, review, done	yes
priority	P1, P2, P3	yes
category	free text (revenue, content, research, setup, project)	yes
created	YYYY-MM-DD	yes
due	YYYY-MM-DD	no
parked_until	YYYY-MM-DD	no

Priority Labels on Board

Use emoji prefixes on the Kanban board for visual priority:

🔴 P1 (urgent)
🟡 P2 (normal)
🟢 P3 (backlog/parked)

Managing Tasks

Create a Task

Create a markdown file in the tasks folder with frontmatter
Add a card to Board.md in the appropriate column:

- [ ] [[Task Name]] 🔴 P1 @{2026-02-07}

Move a Task

Update
```
status
```
in the task note's frontmatter
Move the card line in Board.md to the target column

Complete a Task

Set
```
status: done
```
in frontmatter
Move to Done column and mark checkbox:

- [x] [[Task Name]] ✅ 2026-02-03

Always update both Board.md AND the task note frontmatter to keep them in sync.

Linking Documents

Use Obsidian

[[wikilinks]]

to connect tasks to supporting documents:

## References
- [[2026-02-03-research-report|Research Report]]
- [[meeting-notes-jan|Meeting Notes]]

Store referenced documents in a sibling folder (e.g.,

Research/

next to

Tasks/

Dashboard Queries

The setup script creates a Dataview dashboard. Core queries:

Tasks by priority:

TABLE status, category, due
FROM "<tasks-folder>"
WHERE priority = "P1" AND status != "done"
SORT due ASC

Overdue tasks:

TABLE priority, category
FROM "<tasks-folder>"
WHERE due AND due < date(today) AND status != "done"
SORT due ASC

Recently completed:

TABLE category
FROM "<tasks-folder>"
WHERE status = "done"
SORT file.mtime DESC
LIMIT 10

Obsidian Tasks

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obsidian-tasks

Setup

Task Note Format

Task Title

References

Status

Frontmatter Fields

Priority Labels on Board

Managing Tasks

Create a Task

Move a Task

Complete a Task

Always update both Board.md AND the task note frontmatter to keep them in sync.

Linking Documents

Dashboard Queries

Quick Start

Manual Installation

TEAR & SHARE

Tags

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executing-plans

plan-ceo-review

Office Automation

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