View

The Task Genius View provides a powerful, centralized dashboard to manage all your tasks across your entire Obsidian vault.

Available since 7.0.0

Indexer

Task Genius uses the Indexer to index your tasks across your entire Obsidian vault. All tasks are indexed by default.

Opening the View

Access the view using one of these methods:

Click the dedicated Ribbon Icon (if enabled in settings).
Run the command Task Genius: Open Task Genius view from the Obsidian command palette (Ctrl/Cmd + P).

Interface Overview

The view typically consists of:

Left Panel/Sidebar: Navigation controls to switch between different views.
Main Panel: Displays the list of tasks based on the current mode and filters. (You can filter by tags, projects, status, etc.)
Right Panel (Details Panel): Shows detailed information and allows editing of the currently selected task.

Views

The Task Genius View offers several views to organize and visualize your tasks:

Inbox

Shows tasks recently captured or those that haven't been processed or assigned specific metadata (like projects or dates).

Forecast

Displays tasks with upcoming due dates, often grouped by day or week.

Projects

Groups tasks based on #project tags or project metadata.

Review

Helps you review incomplete tasks or tasks needing attention.

Flag

Groups tasks based on their priority.

Event

Use calendar (eg. month/week/day) view to see your tasks in a calendar format.

Status

Groups tasks based on their status (e.g., '- [x]', '- [ ]', '- [!]').

Habit

Fetch metadata from your daily notes and display them in a list.

Plan

View tasks in a Gantt chart view.

Custom

Create a custom view to display tasks in a specific way.

Interacting with Tasks

Within the view, you can:

View/Edit Details: Click on a task in the main panel to see its full description, due date, priority, notes, source file link, etc., in the right details panel. You can often edit these details directly.
Change Status: Click the task marker (e.g., [ ]) directly in the task list to cycle its status or mark it complete.
Sort & Filter: Use controls within the view to sort tasks (by priority, due date, etc.) and apply filters (by tag, status, date range, etc.).
Context Menu: Right-click on a task in the list to access relevant actions (e.g., set priority, set due date, move task, go to source note).

Task Indexing

The view relies on an index of tasks from your vault. This index usually updates automatically in the background.

Manual Refresh: If the view seems out of sync, use commands like:
- Task Genius: Refresh task index
- Task Genius: Force reindex all tasks (more thorough, might take longer)

You can read more about the task indexing in the Task Indexing page.