# Tasks in documents

Tasks right in the text: tick them off, assign them to a person, give them a due date and one of five statuses as in Obsidian.

## Tasks with assignee and date

A task (`/todo` or `[]` + space) with a mention such as `@Anna` is assigned to Anna: she gets a notification and finds the task under **My tasks** in the sidebar. You set a date while the cursor is in the task, with the calendar button in the toolbar or through the text menu (select text or right-click → **Due date**). The date appears as a chip at the right of the line (highlighted today, red when overdue); a click on it changes the date or removes it with **Remove date**. A new task made with <kbd>Enter</kbd> starts without a date.

**My tasks** collects all tasks given to you, your own tasks with a date and all tasks from your journals (even without @name and without a date) – grouped into Overdue, Today, Next 7 days, Later and No date. Below, **From other workspaces** lists your tasks from your other workspaces, per workspace; clicking the page switches there. Ticking off and changing the date take effect right in the document, also for others who have it open. On the due date a reminder arrives in the morning; the number next to "My tasks" shows how many are due today or overdue.

**Tasks of your own, without a document:** At the top of **My tasks** there is the field **Add a task …** – type, press <kbd>Enter</kbd>, done. The task goes to your own page **Tasks**, which Flowplan creates the first time in your private space of the workspace (if you have none yet, a private space "Private" is created). The quick capture shorthand works here too: "Pay taxes tomorrow" or "Call the dentist Friday" set the date. `@name` gives the task only to someone who can open the page – your page is private, so otherwise the name stays in the text and a note says why; write tasks for others in a document you both can see. The page is a normal page: you find it in the sidebar, can rename or move it, and its tasks can do everything tasks can (states, ++Ctrl/⌘ L++, the reminder on the due date, widgets, Siri and Spotlight). If you delete it, the next task creates a new one. Guests and members with read-only access do not see the field.

**Filter:** **All / From documents & databases / My own** narrows the list – **My own** shows only the tasks of your page "Tasks". The device remembers the choice. **Open the page "Tasks"** takes you there.

**New tasks:** When someone gives you a task, a blue number appears next to "My tasks" in the sidebar (on a phone on **Navigation**) until you open My tasks; there the new tasks carry a small **New** while that view is open. The light number next to it still counts what is due today or overdue.

## Task status

A task has one of five statuses, as in Obsidian: **Open** `[ ]`, **In progress** `[/]` (a half-filled box), **Done** `[x]`, **Cancelled** `[-]` (a grey box with ×, struck through) and **Deferred** `[>]` (a box with →).

- Clicking the box ticks the task off or opens it again, as before; a task **in progress** is done with one click.
- **Right-click** the box (on tablets and phones: **long-press** it) to open a small menu with all five statuses.
- ++⌘/Ctrl L++ turns the line with the cursor into a task; on a task it changes the status: open → in progress → done → open. Cancelled and deferred tasks become open again. With several lines selected, all of them get the next status of the first one. In a bulleted or numbered list only that line becomes a task; the list is split there.
- **In progress** and **Deferred** count as open: they are listed under **My tasks** (with their status) and in the app's widgets, get the reminder on their due date and move on to the next day in a journal. **Cancelled** counts as closed but not as done: the task leaves "My tasks", does not move to the next day and is not listed among the completed tasks in the journal review.
- Ticking off a task in progress under **My tasks** or in a widget makes it done.
- Older app and desktop versions show the statuses as ticked (done, cancelled) or open (all others).
