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

Quick Access

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

Architecture

Task Genius uses the modern Dataflow Architecture for optimal performance and flexibility:

Event-driven System: Real-time updates across all views
Multi-source Support: Seamlessly integrates file tasks, ICS calendar events, and file-level tasks
Smart Caching: Fast startup with persisted state and incremental updates
Worker Processing: Parallel processing for large vaults
Bases Compatible: All views can be used within Obsidian Bases for enhanced data visualization

The system automatically indexes your tasks and keeps them synchronized across all views.

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 Dataflow architecture maintains a high-performance index of all tasks:

Automatic Updates

Real-time Monitoring: File changes trigger instant updates
Event-driven Sync: All views stay synchronized automatically
Background Processing: Workers handle large operations without blocking

Data Sources

File Tasks: Regular tasks from Markdown and Canvas files
ICS Events: External calendar events displayed as tasks
File-level Tasks: Entire files recognized as tasks based on metadata
Bases Integration: Native Obsidian file indexing for notes as tasks (Learn more)

Manual Controls

If needed, you can manually refresh the index:

Task Genius: Refresh task index - Quick refresh
Task Genius: Force reindex all tasks - Complete rebuild

Learn more in the Task Indexing documentation.