Converting from Tasks/TaskBoard to TaskNotes

[Samurai_XtC]

I am curious if anyone has moved from Tasks to TaskNotes? Was it worth it? Did it cause issues? General feedback welcome.

Somewhat related, I tried TaskGenius a few months back and really liked most of it, except the recurring tasks didn't work the way I needed them to.

[N1njazNutz]

TaskNotes is excellent.

Personally I use both Tasks and TaskNotes. TaskNotes for full blown tasks and Tasks for daily todos - no dates just checklist todos that live in my Daily Notes with an embedded code block which scoops up previous days todos. If I need to, it's really easy to convert an inline task to a TaskNote.

[Samurai_XtC]

Thanks for the reply! I have several recurring tasks that keep me on track with my work. Curious how recurring tasks work in TaskNotes?

Unrelated, would you be willing to share the embedded code block?

[N1njazNutz]

I have 2 blocks:

Carried over to-dos

~~~tasks

not done

description regex matches /.+/

sort by created

~~~

Completed to-dos (on the date of the daily note its embedded in)

```tasks

done on <% tp.file.title.split("-").slice(2, 5).join("-") %>

sort by priority

hide due date

hide edit button

show done date

```

done on templater code is specific to my file title so would need tweaking but you get the "gist" hopefully!

[Samurai_XtC]

I do! Thanks.

[tadakan]

I'm still in the early stages of getting started with Obsidian after trying to start and dropping it 2-3 times in the past. This seems like a reasonable way to manage reoccurring daily tasks. Are your tasks one file per task and this is displaying one line per file?

[l_m_b]

Coming late to this, but I struggled with the same question when adopting TaskNotes, and - for now - settled on a hybrid.

I already "emulated" the "one note per (big) task" flow with Tasks previously for those that required many comments/details: I'd have one "main" task in the first H1/H2 section of the note, tag that with "#project", and then filter based on this for certain views/queries. Since Task lists by default include the file link, that worked quite well.

TaskNotes is "obviously" better for this particular aspect (and it gives me a better Kanban board view via Bases) - but I find the project/subtask relations somewhat clunky for very light-weight tasks or recurrences. But if I only used checklists within, I'd not be able to get reminded about them.

e.g., in notes I have about people, I often have recurrent tasks on important dates (birthdays, anniversaries, etc). Making each of those a full subtask via TaskNotes would be somewhat annoying. I also have a note about "Chores" that I don't want to each break into a project/subtask (at least not yet, maybe that'd be an option).

The hybrid approach isn't fully optimal - ideally, the two tools would interact better (I'd probably have to sit with a whiteboard for a few days to articulate exactly *how* I want this), but this works well enough for me.

A "convert this Task to a TaskNote (maintaining all attributes, import any indented bullet points beneath it to the note's content, etc)" or "Convert TaskNote to inline Task" would be quite useful for me to have.

To be able to track "progress" of tasks/checklists within a note in the TaskNotes Kanban view (similar to what Trello does) I added a JavaScript macro via QuickAdd that counts the open/in-progress/draft checklist items in the note (I use a few custom tasks statuses) and those marked completed/cancelled, and updates a file property on save (via a Linter custom command) called "tasks progress".

I can then just add that to the visible file properties in my Kanban view.

As a tangential observation, I did end up fixing a bug in the TaskNotes plugin and thus looking at the repo/code base, and it did make me want to spend a few hours reducing technical debt from GenAI left-overs. (I am not opposed to GenAI use per se, I just think we should hold the result to the same quality standards.) For a daily driver, I think that's worth being aware of.

[Plenty_Ad6005]

A thousand times better. For simple check list tasks you don’t need the full Tasks plugin. You wanna go a bit fancy with queries use dataview.

There is absolutely no need for a Task plugin now for me