In-Editor Task Filtering

Focus on the tasks that matter within a specific note without leaving the editor. Task Genius provides a dynamic filtering panel.

Usage

1. Open the Obsidian command palette (Ctrl/Cmd + P).
2. Run the command: Task Genius: Toggle task filter panel (Note: You need to focus on the editor first).
3. A panel will appear (usually at the top or side of the editor pane) with filtering options.

Filtering Options

Open Filter Settings

If the link doesn't work: Obsidian → Settings → Community Plugins → Task Genius

Use the panel to filter the tasks displayed in the current editor based on:

• Status: Show only tasks with specific statuses (e.g., [ ], [/], [x]).
• Content: Filter by text or tags present in the task line (e.g., #projectA, urgent).
• Relationships: Filter based on task hierarchy:
  • Show only parent tasks.
  • Show only child tasks.
  • Show tasks related to the current cursor position (parent/children/siblings).

Presets

• Save: If you frequently use a specific set of filter criteria, you can save them as a named preset within the panel.
• Load: Quickly apply previously saved presets.

Toggling

Use the same command (Task Genius: Toggle task filter panel) or a button within the panel itself to hide the filters and show all tasks again.

Usually, you can toggle the filter panel on the top-right corner of the editor view.