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Notes and task conventions

Tasks Eye reads status, up tree properties, and Obsidian Tasks emoji metadata from ordinary Markdown notes.

Put note properties in YAML frontmatter at the start of the file. Keep tasks beside the notes, links, and decisions they belong to.

For example, a note under an existing Work branch can begin with:

---
status: open
up: "[[Work]]"
---

Use open for active work and closed for finished work or reference. Missing or blank status is treated as open. An open note needs an unchecked task and a due date on at least one unchecked task; a closed note must have no unchecked tasks.

A simple tree has one root with up: "-". Its direct children are contexts, such as Work and Personal. Deeper notes inherit that context. Folders determine which notes are read; parent links determine their context. See Sources for exclusions and parents outside that scope.

- [ ] Draft the meeting agenda 📅 2026-10-01
- [ ] Send the agenda to attendees

Replace the date with the day you want to revisit the action. Tasks Eye reads the 📅 due marker; scheduled and start dates do not select a board date. It chooses the unchecked task with the earliest due date. Ties keep the tasks’ order in the note; without any due dates it shows the first unchecked task.

Completion dates such as ✅ 2026-10-01 place completed tasks in Done. Task priority markers affect ordering between notes whose next actions share a date.

Tasks Eye reads task-shaped lines throughout a note, including inside fenced code blocks. Keep literal checkbox examples outside your notes folder or write them inline if they should not become tasks.

  • For a tree entirely inside the notes folder, one root declares up: "-" and the other notes link to their parents. Existing parents outside the included folders are also supported.
  • Context follows the up tree rather than the note’s folder.
  • Supported note statuses are open and closed.
  • Missing or blank status is treated as open.
  • Tasks Eye reads 📅 YYYY-MM-DD due dates and ✅ YYYY-MM-DD completion dates. Scheduled and start markers do not control board dates.
Open board row rendered from a billing platform modernization note
Note row