I’d love to see task linking as a feature, especially if you’re managing your projects in NotePlan. I would like to be able to pull in a link to as task from a project to my daily notes indicating what tasks I completed or worked on without removing them from the project or duplicating them. I’d also like to have NotePlan allow the designation of a folder in which each file is a task. This would allow me to make more significant and detailed task descriptions.
Could synced lines be added to that list? I would like to be able to place a synced line from a note to a certain date so it checks off on both the project note and the daily note.
Might be related: When moving tasks and paragraphs from references it does not leave a trace. This works for navigating todo lists but not meeting notes. For instance if I copy everything out of a meeting note to its respective list, the meeting note is now not a clear record of that meeting.
Rob Grace Merged your request with this one as it's part of it like mentioned on Discord.
What do mean by "link daily notes together instead of copying", Eduard Metzger? So far I'm only aware of the (re-)scheduling actions in attached flow chart. - Green: Must have for everybody - Orange: Nice to have for some - Red: Causes most of the confusion
And here's a flow chart for **un**scheduling.
And this is how the Scheduler would look like, when all the (re-/un-)scheduling options of the flow charts should be made available. (For better symmetry, one might also want add "move to daily note …", if the selected task is in a regular note.)
After some feedback on Discord, I included even more options, so that everybody's wishes should be included. See also: https://write.as/rhubarb/tasks-in-markdown-v1 Personally, I think that only the most frequently used options should be included in the UI. For everything else there is always the source code or a plugin. The green checkbox ✅ marks options, that I would expect in the UI. And there is still the question of terminology. I don't know, where some of Eduard Metzger's requirements would fit in, eg "create a backlink for >date, except the state of the task is 'scheduled' to avoid duplicates in the schedule by copy option".
Rhubarb: Linking daily notes is not covered by the scheduler right now and not supported in the backlinks. Only if you use `[[date]]` it creates a backlink, but users expect `>date` also to create a backlink entry, because it does so with regular notes. I think it stems from the fact that the scheduler adds a `>date` to the task, so you might think you can do this without opening the scheduler UI - which works in regular notes - but fails to work in daily notes.
Rhubarb: The backlink part is not part of the scheduler UI. It should behave the same as `[[date]]` or `>date` in regular notes. This is one of the current problems. The different linking behaviors. With linking I mean that `>date` should create a backlink *also* in daily notes.
Eduard Metzger: Not sure what you mean by a backlink "in" daily notes. Do you want to insert text into the daily note?
I'm all in on this, but coupled with the discussion under "Eliminate task state 'postponed'" (or "scheduled"), I think there's good reason to just leave the task state as "Open" after copying, as long as we append a ">date" link in the original task (so, "Copy-and-link"). See my rationale in that other discussion
Ok, Rhubarb set me straight. Keep the "Scheduled" state. So, how would you avoid duplicates in the schedule by copy option? Assume it would then not resolve as a backlink, just a task copy in the target note. You'd lose context, but maybe that's the cost of copying rather than linking
Rob Grace: What do you mean by "linking", when you say "copying rather than linking"? You seem to have a mechanism in mind, that I'm not aware of.
Rhubarb: Eduard's second bullet under "Additional changes" indicates copying AND using >date (linking). So I wanted to confirm that the "duplicate" being removed would be the backlinked original task in this case (from the resulting target daily note). I think I understand now that the "scheduled" state in the original case gives it special status, so it doesn't remain as an OPEN duplicate of the new copy that is created.
Rob Grace: Yes! That's exactly what the task state Postponed/Scheduled/Moved is about: - When the source copy is marked with `- [>]`, it *stops* being interpreted as an Open task and is ignored by filtered views like Review or Overdue. - The target copy is marked with `- [ ]` (or `*` depending on your preferences). It is the copy that shows up in filtered views like Review or Overdue. Related: [UI Bug: "Mark as Moved" is missing an ellipsis](https://noteplan.canny.io/task-management/p/ui-bug-mark-as-m…), [UI Bug: "Mark as Scheduled" is missing an ellipsis](https://noteplan.canny.io/task-management/p/ui-bug-mark-as-s…)
Thanks for writing it up! In this reply thread I'll provide some inspiration.
Rhubarb: ("no date") interesting. This state is possible in NotePlan (remove >date from a scheduled task). Has a special but obscure role in filtered task searches, but again... confusing for general use
I'd like to add two requests here: 1. **Add "This Week" as an option in the scheduler.** I often find myself going back to previous daily notes from last week or sifting through my project notes to find things I want to accomplish this week, but I'm not yet ready to assign to a particular day. So having a fast way to schedule something to this week would be ideal. 2. **Make the scheduler navigable via keyboard.** When using ⌘+⇧+D to bring up the scheduler, it would be nice to keep the flow on the keyboard to arrow through the options available in the pop up.