When Obsidian plugins are configured, it's time to organize a process to work with tasks.
My approach is simple:
1. Add tasks to related notes. During the work, meetings, investigations I put tasks directly to the related notes with short description, priority, tags and due date.
For example, I had a meeting where we discussed CI improvements. As a result I created a note with meeting minutes and add tasks that were on my side - talk with IT team to improve CI cluster stability, add retries to the test collections, etc.
2. Create TODO. When I don't want to think where I should put a task, I just write it down to the TODO file. TODO is an unsorted list of tasks that I collect during the day.
For example, a colleague requested to help or provide specific information, PM requested to provide sprint status, etc.
3. Create Today view. As tasks are spread across different notes, I need to collect them in a single place. So I created a special page called Today. I don't write any tasks here, I use it as a daily dashboard with the following sections:
🔸 Focus. Key global topics to focus on, static.
🔸 Doing: Tasks are already in progress
```tasks
status.type is in_progress
sort by due
short mode
group by tags
```
🔸 Do Now: My backlog, grouped by context like management, tech, education. I also have an “others” group for everything else (otherwise I sometimes loose tasks without tags 🫣 ):
```tasks
not done
sort by due
sort by priority
short mode
tags include #management
group by tags
```
➡️ Tip: short mode gives a link to the source note with the task, it's helpful to navigate into a full context.
4. Task Board. I use it as time line for the tasks: today, tomorrow, overdue, etc.
I don't pretend my system is ideal, it just works for me and I periodically tune it when I feel something doesn't really work.
Hope it gives you a good starting point to build your own task management system. Start simple, experiment, make the system works for you.
#softskills #productivity