Sort Tasks

Automatically sort tasks within a document or specific sections based on customizable criteria. This helps maintain organization and prioritize tasks effectively.

Usage

Task sorting can be applied either to the entire document or just the tasks under the heading where your cursor is located.

Use the Obsidian command palette (Ctrl/Cmd + P) to run one of the available commands:

• Task Genius: Sort Tasks in Section: Sorts all tasks found under the current heading level (and its sub-headings) based on the configured criteria. Place your cursor within the section you want to sort before running the command.
• Task Genius: Sort Tasks in Entire Document: Sorts all tasks throughout the entire active note based on the configured criteria.

Note: Sorting modifies the document directly. Ensure you are satisfied with the sort criteria before applying it to large documents.

Settings

Enable and configure task sorting in the Task Genius settings under the "Task Sorting Settings" section:

1. Enable Task Sorting: You must first toggle this setting on to enable the sorting commands and access the configuration options below.
2. Sort Criteria: Define the rules for how tasks should be ordered.
   • Click "Add Sort Criterion" to add a new rule.
   • For each criterion, select:
     • Field: The task attribute to sort by (Status, Priority, Due Date, Start Date, Scheduled Date, or Content/Description).
     • Order: Ascending (asc) or Descending (desc). The meaning of ascending/descending depends on the field:
       • Priority: asc (Highest to Lowest), desc (Lowest to Highest).
       • Dates: asc (Earliest to Latest), desc (Latest to Earliest). Tasks without a date are usually placed last in ascending order.
       • Status: asc generally follows a logical progression (e.g., Overdue -> Due -> Undated -> Done), desc reverses this.
       • Content: asc (A-Z), desc (Z-A).
   • Order Matters: Criteria are applied sequentially. Tasks are first sorted by the top criterion, then tasks with the same value for the first criterion are sorted by the second, and so on.
   • Manage Criteria:
     • Use the up/down arrows to reorder criteria.
     • Click the trash icon to remove a criterion.
     • Click "Reset to Defaults" to revert to the plugin's default sorting rules.

Default Sort Order (Example):

The default might be something like:

1. Status (Ascending: Overdue, Due Soon, ..., Done)
2. Priority (Ascending: Highest, High, ..., Lowest)
3. Due Date (Ascending: Earliest to Latest)

Please reload the plugin after changing the settings.