Workflow tips?

[KjellConnelly]

I've been using Obsidian for a few months now, mobile and desktop, and got a workflow for tasks. It involves using a daily notes template, and using a plugin which moves unchecked tasks from a daily note to today's daily note. That way, I move all undone tasks from yesterday to today, and I do it manually each morning.

So I want to start using this plugin, but I can't figure out what sort of workflow I would use. Anyone have any ideas? The only workflow I can think of at the moment goes like this (pseudomarkdown):

Daily Notes for {{today}}

New Tasks

(use the obsidian-tasks plugin modal to add new tasks here for each day)

obsidian-tasks

No due date

not done
no due date
hide backlink

Overdue

not done
due before today
hide backlink

Due today

not done
due today
hide backlink

Due in the next two weeks

not done
due after today
due before in two weeks
hide backlink

Done today

done today
hide backlink

How does this look? Any suggestions, improvements, or other workflows?

Oh, and if any of the developers of this plugin read this, it would be nice to ignore case sensitivity for queries. Mobile devices seem to capitalize starts of new lines within Obsidian mobile. Not a biggie, but just how I would do it personally, but I'm not going to make a pull request for it either.

[schemar]

Hey @KjellConnelly,

Welcome to the world of obsidian tasks 😄 I am the developer of the plugin 😛

If you want to use daily notes, I recommend to start with the template from the README. But make sure that you use the calendar plugin for your daily notes. The calendar plugin is required to transform things like {{date+14d:YYYY-MM-DD}} into actual date strings.
This way you pull everything from your vault into your daily note. With this workflow, you probably don’t actually add the tasks in the daily notes, but rather wherever their context fits in your vault. For example: if you have a meeting, take notes, and realize you need to take care of something: add the task right inside your meeting notes in that file. The task will appear in your daily notes and when you click on the backlink, you will have all the context of the task surrounding your it.

The alternative is using the tasks plugin without a daily note. You can have a note Tasks or whatever anywhere in your vault. Again, this is not where you add the tasks, but rather where you read the tasks (just like in the daily note flow above). You would have a few queries exactly like you wrote above. With filters like due before in two weeks and so on and so forth. You could pin this note to the right panel, for example, and always have your tasks there in preview mode. If you leave the tasks view in preview mode open over night, it will automatically update the lists at midnight (because “due today” has a different meaning now).

That’s also why the first approach “hardcodes” the dates. Because there, “due today” should always mean “the day of the daily note”.

Hope that makes sense.