Tasks in documents

#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 Enter 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 Enter, 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.
• ⌘/CtrlL 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).