Daily Note Template For Task Management in Obsidian

## Introduction [(00:00:00)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=0s) - This video will cover creating a simple daily note template for task management in [[Obsidian (software) | Obsidian]], a tool that can be useful for personal task management despite not being perfect for team collaboration or task management [(00:00:02)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=2s). - Obsidian allows users to have all their notes and tasks in one place, making it a great way to get organized for personal use cases [(00:00:24)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=24s). - A daily note template has been created for task management within Obsidian, which displays tasks due today, overdue tasks, and completed tasks [(00:00:41)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=41s). - The template also includes a weekly calendar view and a monthly calendar view to display tasks in a calendar format [(00:00:51)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=51s). - A section for adding new tasks is available, which can be added directly using the task timeline feature, providing a quick glance at tasks without opening a daily note [(00:01:01)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=61s). - The task timeline feature allows users to easily add tasks, which will be added to the daily note, and can be accessed even when the daily note is closed [(00:01:17)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=77s). - The daily note template can be downloaded as a demo world from [[Patreon]] or for free from the "buy me a coffee" link in the description [(00:01:51)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=111s). - The video will demonstrate how to create the daily note task management template from scratch in [[Obsidian (software) | Obsidian]] [(00:02:06)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=126s). ## Required Plugins [(00:02:15)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=135s) - The required plugins for the task management workflow include the Tasks plugin, which is the first plugin needed [(00:02:17)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=137s). - The Journals plugin is also necessary, as it will replace the Daily Notes and Periodic Notes plugins [(00:02:23)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=143s). - Additionally, the DataView and Templator plugins are required to complete the workflow [(00:02:29)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=149s). - A theme is also being used, specifically the Primary theme, which can be installed and looks good in light mode [(00:02:41)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=161s). ## Journal Plugin [(00:02:52)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=172s) - A daily note template can be created using the Journals plugin, which is preferred over the Daily Notes and Periodic Notes plugins due to its ease of use and seamless integration. [(00:02:53)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=173s) - The Journals plugin, developed by Shy, allows users to create calendar-based journals, including daily, weekly, monthly, quarterly, and yearly notes. [(00:03:12)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=192s) - Users can enable the Journals plugin and configure it to organize notes by year and month using a specific date format, although the default format is recommended for compatibility with quick task entry features. [(00:04:03)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=243s) - The plugin requires setting up folders for daily notes and templates, and it can be configured to automatically create a daily note on startup. [(00:04:57)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=297s) - The plugin provides a calendar view in the sidebar, allowing users to easily create notes for specific days, weeks, months, and years by clicking on the respective calendar elements. [(00:05:47)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=347s) - The Journals plugin eliminates the need for an additional calendar plugin to access the calendar view, which is a feature not available with the Daily Notes or Periodic Notes plugins. [(00:06:23)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=383s) ## Tasks Plugin [(00:06:33)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=393s) - The Tasks plugin is used for task management, and it has over 1.4 million downloads, making it a popular choice for tracking tasks across a Vault, supporting due dates, recurring tasks, and filtering [(00:06:37)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=397s). - The plugin can track all tasks across a Vault, including due dates, recurring tasks, and a subset of checklist items, and it also supports filtering [(00:06:43)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=403s). - The plugin has a global filter setting that can be left empty to treat all checklist items in the Vault as tasks, or a custom task filter can be created using a specific tag, such as "task", to only treat checkbox items with that tag as tasks [(00:06:56)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=416s). - Creating a task filter allows users to specify which checkbox items should be treated as tasks, giving them more control over task management [(00:07:12)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=432s). - The global filter setting is a personal choice, and users can decide whether to leave it empty or create a custom filter [(00:07:21)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=441s). - For users new to the Tasks plugin, a comprehensive tutorial video by Danny Hazer is available, and the link will be provided in the description [(00:07:33)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=453s). ## Creating a daily Note Template [(00:07:40)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=460s) - To create a daily note template, a link will be added to navigate to the previous day's note and the next day's note using the Templator plugin [(00:07:42)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=462s). - The Templator plugin is installed by going to settings, plugins, and enabling the Templator plugin, then enabling the option to trigger Templator on new file creation and setting the template folder location to "templates" [(00:07:56)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=476s). - The Templator plugin allows for the use of Templator variables in task queries [(00:07:52)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=472s). - The date model is used to pull the date from the title of the note, and then subtract and add one value to create links to the previous and next day's notes [(00:08:15)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=495s). - The Templator variables "tv.file.title" and "tv.file.title - 1" are used to create a link to the previous day's note, and "tv.file.title + 1" is used to create a link to the next day's note [(00:08:23)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=503s). - In live preview mode, the links to the previous and next day's notes are displayed [(00:08:32)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=512s). ## Task Queries [(00:08:40)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=520s) - A task query can be created in [[Obsidian (software) | Obsidian]] to display tasks that are due today, overdue tasks, and completed tasks. This is done using a simple syntax starting with three backticks and specifying the task conditions. [(00:08:41)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=521s) - To display tasks due today, the query hides the due date since it is already known. If there are no tasks, a new note can be created with demo tasks, and today's due date can be added to them. [(00:09:03)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=543s) - Overdue tasks are displayed by creating a query for tasks not done before today, and completed tasks are shown by querying tasks done today. [(00:09:46)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=586s) - When creating task queries in a daily note template, adjustments are needed to ensure the tasks displayed are relevant to the specific date of the note. This is achieved using the Templator plugin, which replaces the placeholder with the note's title, reflecting the correct date. [(00:10:21)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=621s) - The Templator module is used in the task query to dynamically insert the date from the note's title, ensuring that tasks due or overdue are correctly displayed for the specific date of the daily note. [(00:11:16)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=676s) - An error may appear in the daily note template due to unexpanded template text, but this is resolved when the daily note is created, as the Templator module replaces the placeholder with the actual date. [(00:11:39)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=699s) ## Multi-Column Layout for Tasks [(00:12:09)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=729s) - A multi-column layout for task management in [[Obsidian (software) | Obsidian]] can be achieved using a modular [[CSS]] layout, which involves downloading and using the MCL snippet file. [(00:12:10)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=730s) - The MCL file should be added to the snippets folder in the Obsidian Vault by navigating to settings, then appearance, and pasting the CSS file there. [(00:12:46)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=766s) - After refreshing Obsidian, the multi-column CSS layout can be toggled on, allowing the use of the layout. [(00:12:58)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=778s) - To create a multi-column layout, a multicolumn callout is made, and sub-callouts are used as columns. [(00:13:24)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=804s) - A Todo callout is created and named "tasks due today," with a query for tasks not done. [(00:13:44)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=824s) - A sub-callout for overdue tasks is created using a danger callout, with a similar query for tasks not done and due today. [(00:14:20)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=860s) - Another sub-callout is created with a success callout for tasks done today, and sidebars can be toggled off for a better view. [(00:14:43)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=883s) - The layout displays tasks due today, overdue tasks, and completed tasks in a multi-column format, and the readable line length can be disabled for a better appearance. [(00:15:00)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=900s) - When a daily note is created with this template, it shows sections for tasks due today, overdue tasks, and completed tasks, with an option to hide the back section for a cleaner view. [(00:15:18)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=918s) ## Adding Calendar View [(00:15:42)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=942s) - To add a calendar view in [[Obsidian (software) | Obsidian]], the Obsidian Task Calendar is used, which requires downloading two files: [[CSS | view.CSS]] and view.JS. These files are not a community plugin but a custom view built with Obsidian Data View to display tasks in a customizable calendar format. [(00:15:42)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=942s) - The files need to be moved into a newly created folder named "tasks" with a subfolder "calendar" in the demo world. A new note is created where Data View JavaScript code is pasted to enable the calendar view. [(00:16:40)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1000s) - The Data View plugin must be installed and enabled, with JavaScript queries activated in the plugin settings. After reloading, the calendar view can be configured to show tasks in monthly or weekly views, and different styles can be applied. [(00:17:11)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1031s) - The calendar view allows tasks to be viewed in a calendar format, with options for list, monthly, or weekly views. An icon is available to quickly view task statistics. [(00:18:14)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1094s) - Instead of adding the Data View JavaScript code directly into the daily note, it can be identified with exclamation marks for better organization. The daily note template includes links to the previous and next day's notes, tasks categorized by due status, and the calendar view. [(00:18:34)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1114s) ## Tasks Timeline View [(00:19:13)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1153s) - To view tasks on the sidebar in [[Obsidian (software) | Obsidian]], the Tasky Do custom view, built with Data View, is used. This requires downloading specific [[CSS]] and JavaScript files from the [[GitHub]] repository named "Obsidian Tasks Timeline." [(00:19:14)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1154s) - The downloaded files need to be placed in a new folder called "timeline" within the task folder. Configuration options available in the GitHub repository allow for setting page options, filter options, daily note folder, daily note format, and tag colors. [(00:20:04)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1204s) - A new note called "Tasks Timeline" is created in Obsidian, and the Data View JavaScript is configured to display a complete timeline of all tasks. A "Today Focus" filter can be added to show only tasks due today, including overdue tasks. [(00:20:47)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1247s) - The daily notes folder is configured to be inside a "journal" folder, and the daily note format is set to month and date. A new section for adding tasks is created, and tasks are added under the "new tasks" heading in the daily note. [(00:21:51)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1311s) - The task timeline can be moved to the tasks folder, and the inline title setting can be toggled off for a cleaner appearance. Tasks can be added to the daily note without opening it, using the Taso Tasks view. [(00:23:15)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1395s) - It is suggested that using one of the views, such as the timeline view or a multicolumn layout, can be sufficient for managing tasks without cluttering the daily note. [(00:24:12)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1452s) ## Get the Demo Vault [(00:24:44)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1484s) - A life management system on [[Obsidian (software) | Obsidian]] is being created, with more videos to come in the future on setting up different things in Obsidian [(00:24:44)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1484s). - The current video is part of this larger project, and it is hoped that viewers found it valuable and enjoyable [(00:24:56)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1496s). - For those who do not want to set up their own system, a demo vault is available for download from a link in the description [(00:25:00)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1500s). - The demo vault can be obtained in two ways: through [[Patreon]] for supporters, or for free through the "Buy me a coffee" link in the description [(00:25:06)](https://www.youtube.com/watch?v=XO2UIGf3hR0&t=1506s). ## Sources - [website](https://www.youtube.com/watch?v=XO2UIGf3hR0)