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

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.