Workflow Examples
Guided tutorials for common TaskNotes scenarios. Each section includes GIFs of the key steps and a video walkthrough as the centerpiece. For the conceptual framework behind these workflows, see Workflows.
Run node scripts/generate-test-data.mjs --clean in the plugin folder to get clean, realistic demo data. See the Workflows recording script for full setup instructions.
Getting Started
Your first task in under 60 seconds.
If you have just installed TaskNotes and want to see it work end-to-end, this is the place to start. You will create a task, see it appear in a view, and complete it.
What you will learn: Task creation modal, Upcoming View, task completion flow.
Mode: All — this covers the basics every workflow builds on.
Daily Task Management
Morning review, schedule placement, and end-of-day wrap-up.
Start the day in Upcoming View to see what is overdue and what is due today. Drag tasks into the Calendar to timebox your afternoon. During a meeting, jot checkboxes and convert them to tasks inline. At end of day, check the Agenda for what is left.
What you will learn: Upcoming View, Calendar views, Inline task conversion, Agenda View.
Mode: Capture & Execute
Habit Tracking with Recurring Tasks
Build streaks and track consistency over time.
Create a recurring task from natural language ("Exercise daily") or configure recurrence in the task modal. Mark completion per occurrence in the recurrence calendar. Review streaks in Calendar view — green dots for completed days, gaps for missed ones.
What you will learn: Recurring tasks, completion tracking, Calendar views.
Mode: Rhythm & Habits
Project-Centered Planning
Link tasks to projects, filter views by initiative, and manage multi-deliverable work.
Projects in TaskNotes are wikilinks to project notes. Create a project note, link tasks to it via the project picker, then filter a Task List or Kanban to that project. Save the filter as a Bases view for quick access.
What you will learn: Projects, Task List View, Kanban View, Bases filters.
Mode: Orchestration
Weekly Review
Clean up, check patterns, and rebalance for the week ahead.
A weekly review usually includes three steps: clean up completed or archived tasks, verify recurring-task completion patterns, and rebalance project filters and views. If calendar integrations are enabled, this is also a good point to refresh subscriptions and confirm sync health.
What you will learn: Task archiving, recurring tasks streak review, Calendar views.
Modes: Rhythm & Habits + Capture & Execute
Bulk Tasking from Meeting Notes
Turn action items into tracked tasks without leaving the meeting note.
After a meeting, you have a note full of action items. Open it in a Bases view (or right-click it in the file explorer) and use Bulk tasking. Generate mode creates a task file for each item and links it back to the meeting note. Set a due date and assignee in the action bar — they apply to every generated task at once.
What you will learn: Bulk Tasking (Generate mode), action bar, project linking.
Modes: Capture & Execute + Records & Registers
Team Workflow in a Shared Vault
Register devices, auto-attribute tasks, and filter notifications by person.
In a shared vault, each person registers their device to a person note once. After that, TaskNotes auto-attributes every task you create. The person/group picker makes assignment fast. Enable "Only notify for my tasks" so each person only sees their own notifications.
What you will learn: Team & Attribution, person/group picker, notification filtering.
Mode: Orchestration
Notification-Driven Triage
Let views tell you what needs attention instead of checking manually.
Create a Bases view filtered to tasks that need attention — overdue items, tasks without assignees, or items flagged for review. Add notify: true to the view's YAML. TaskNotes watches the query and surfaces a toast when items match. Click the toast to triage.
What you will learn: View Notifications, .base file configuration, triage workflow.
Modes: Orchestration + Records & Registers
Document Review Library
Maintain a register of documents that drives its own task list.
Set up a folder of documents with frontmatter properties like review_date, review_cycle, and owner. Create a Bases view that filters to documents where the review date has passed. Use Bulk Convert to turn overdue documents into tracked tasks in place, or Bulk Generate to create separate review task files. Add recurring tasks to enforce review cadence.
What you will learn: Bulk Tasking (Convert + Generate modes), Property Mapping, Recurring tasks, Bases views as registers.
Mode: Records & Registers