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Managing efficiently your tasks with Obsidian and Dataview

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Table of contents

  1. Efficient Task Management for Enhanced Productivity ๐Ÿ’ผ
  2. Install Dataview ๐Ÿ“ฅ
  3. Usage ๐Ÿ“
  4. List All Tasks ๐Ÿ“‹
  5. List All Open Tasks ๐Ÿš€
  6. Displaying Tasks Exclusive to a File (either current or specified) ๐Ÿ“
  7. Sorting Tasks Using Tags ๐Ÿท๏ธ
  8. Capitalization in Tags ๐Ÿ” 
  9. Task Prioritization Using the #todo Tag ๐ŸŒŸ
  10. Search from a Variable ๐Ÿ”
  11. Using Tags Effectively ๐Ÿท๏ธ

Efficient Task Management for Enhanced Productivity ๐Ÿ’ผ

In any profession, mastering task management is the cornerstone to achieving success and maintaining productivity. The digital age has graced us with a plethora of note-taking tools that have revolutionized the way we organize our tasks. One standout is Obsidian โ€” a top-tier note-taking app that boasts the Dataview plugin.

With the Dataview plugin, users can:

  • Craft custom views ๐ŸŽจ
  • Set timely reminders โฐ
  • Monitor their progress ๐Ÿ“ˆ
  • And so much more!

In the course of this guide, weโ€™ll dive deep into harnessing the power of the Dataview plugin within Obsidian, setting you on the path to optimal productivity.

Install Dataview ๐Ÿ“ฅ

You should install the dataview plugin first! Open Obsidian, go to settings > Community plugins > Browse and search for dataview Do not forget to enable it when itโ€™s installed.

Usage ๐Ÿ“

Now go to a note (new or existing), and write a block code.



Alright, currently, nothingโ€™s occurring!

List All Tasks ๐Ÿ“‹

Insert TASK into the code block youโ€™ve set up, and watch the magic unfold! โœจ


The provided code showcases all the tasks within your Obsidian Vault.

List All Open Tasks ๐Ÿš€

To display tasks that are still ongoing (not finished)

WHERE !completed

Displaying Tasks Exclusive to a File (either current or specified) ๐Ÿ“

Show only the tasks originating from the file weโ€™re currently viewing.

WHERE file.path = this.file.path 
  AND !completed

Sorting Tasks Using Tags ๐Ÿท๏ธ

Scan the entire Vault for unresolved tasks labeled with the #todo tag. This method facilitates the organization of my tasks based on the project category or specific requirement. I utilize the #perso tag for cataloging personal thoughts, and I have distinct tags for each client and project (occasionally by individual). The usage of my #todo tag is unique, which Iโ€™ll elaborate on shortly.

WHERE !completed
 AND contains(text, "#todo")

Capitalization in Tags ๐Ÿ” 

When I access Obsidian from my iPad or iPhone, the initial letter of a tag often gets capitalized automatically. Instead of adjusting it by hand, Iโ€™ve tweaked my dataview query to specifically target tags that start with an uppercase letter.

WHERE !completed
 AND contains(upper(text), "#TODO")

Task Prioritization Using the #todo Tag ๐ŸŒŸ

The #todo tag is integral to my workflow. As days progress, I continually add tasks to my Vault. However, at the start of each day, I sift through and determine which tasks warrant immediate attention (or which ones I need to keep at the forefront). I overlay the #todo tag on any existing tags for this purpose. The subsequent query is showcased at the beginning of every Daily note to accentuate these tasks.

WHERE !completed
 AND contains(upper(text), "#TODO")

Search from a Variable ๐Ÿ”

Previously, that was my method of operation. However, now I lean more towards using #tags.

In various notes, you might opt to utilize YAML variables. If so, the code below will be beneficial in fetching a list of uncompleted tasks from notes that have a particular result:

WHERE contains(MOC, YourYAMLVariable)
AND !completed
SORT file.mtime DESC

This assists in pinpointing tasks associated with the specified YAML variable that havenโ€™t been completed yet.

Using Tags Effectively ๐Ÿท๏ธ

Imagine writing checkbox with multiple #tag For example:

By writing this code into Obsidian

I get this result

Tags become really handy when you use them for different purposes, like identifying a project, naming a person, marking a status, or even setting a category.

What I love about this system is its flexibility. You can add these tags in any note, be it your daily thoughts, meeting notes, or just any random jotting. And the best part? You can pull all this tagged information together in one place.

I made a central note called Index. This is where I link to all my main content maps, project ideas, or any other major thoughts. Iโ€™ve also added several to-do lists right there for easy reference.

I hope youโ€™ll find it beneficial and assign meanings to the tags that assist you in your daily routine. ๐ŸŒŸ