This is an interesting use. On my side, I have a lot of tasks (some of them very short) and I need to be able to schedule them, sort them, filter them. I use the GTD method. I think that a list of checkboxes is difficult to filter quickly too (except maybe with the upcoming plugin from @JackGruber) and it doesn't allow to manage tags by tasks. I use for example a lot of tags for efforts (5m, 10m, 15m, 30m, 1h). The sorting of the tasks can be done with the overview plugin but it produces a static table. It's convenient for phone consultation but you can't check the tasks directly (you jump to another page each time). With the search plugin you can have a checklist to check directly in the desktop application but it doesn't work on mobile. I think that's why projects like the metis plugin inspired by todo.txt are born
To filter the tasks, you can save some searches with the favorites plugin but it's not very fluid. Then there is also the issue of capturing tasks with as little friction as possible ... but we will soon have a solution fast enough (direct to inbox) with the plugin note link system (thanks to @ylc395) .
@bepolymathe I work on a update which shoould allow to display all checkboxes fron the notes with link to the note in a overview. But mark ckeckboxes as done in the overview would not be a part of thr plugin.
Hi @CalebJohn This is great news. I'm definitely interested in trying out your plugin. I've got a few other "it'd be lovely if" (like adding tags inline (basically the project), backlink to the note, date) requirements that I'll happily share with you if you're interested.
And to give some explanation of why my task management use case is like I described: I'm a UX designer, and a lot of my time is spent doing user research where I interview people (and take notes of what they say), running software design evaluations with people (where I take notes of what they do), and analysing data.
When taking notes while interviewing people and doing software design evaluations, it is very difficult, practically uncomfortable, to take notes, then switch to a task list, write a task, then switch back to note taking.
My usual way to do this is to take paper notes, write my tasks in those notes, then transcribe notes and tasks in to Joplin.
That sounds great to me. I would find it even better to be able to "jump" from an overview to the block (paragraph, so # markdown headline) as the note link system plugin allows
I have a long lineage with task management going back.. well, I won't say, but I will admit my first attempt at personal task management was in Microsoft Project 3.0.
I switched to a now-defunct-but-you-can-still-find-it-somewhere-and-run-it-on-Windows application that was very simple, but awesome called Life Balance. When that died, I switched over to MyLifeOrganized-- it's a heavily over-featured, under-visioned task management application with nearly every conceivable bell and whistle you could need.
For me, there isn't as much an intersection between Joplin (or a knowledge body) and the discrete pieces of work that need doing. Obviously a knowledge body would be a resource in working with tasks.
The possible value I could see would be in exporting an XML that could be ingested into Joplin, though I'm certain that the dev of MLO wouldn't do anything to support going the other direction.
Anyway, I thought I'd mention the app for people who are well beyond simple To Do lists, especially people who used GTD (MLO was originally developed to support GTD, and became more flexible later).
well, I develop a Chrome extension called MemoInjo to help to use Joplin for task management.
It is not a regular task list program. It is software to attach a memo to any website and stores in Joplin. I have a lot of tasks coming from email or project management site.(e.g github, zube). Sometimes when I wake up, it may have 20+ tasks in the inbox already. I need to reply, estimate and ask for more information etc..
If I could reply immediately, just reply to it. Otherwise, I will use MemoInjo to write down the action items of the task/url. And put to Joplin "Inbox" or "WIP" (working in progress). (I have other notebooks like WaitForReply, Done, etc).
My philosophy to manage tasks in Joplin is more or less to use it as a kanban. Each notebook (inbox, wip, done , ...) is a list of tasks for a specific state.
I run it in Linux using Wine and, as far as I can tell, it functions identically. I do remember the wine prefix needed some extra parts installed (IE6 or something?!), but that was it.
I'm using a new note for each week with a Context Based Next Action List for GTD. Within that note, I have my headings for the contexts (for some people, this might be projects), with checkbox items below them.
To make this really useful for me, I'd like two things:
A toggle to hide checked items from view - and I say a toggle so it is easy to turn it "off" to be able to unselect a checkbox (or keep showing checked items, if one prefers to do that).
A summary of unchecked items and total checkboxes for the contents of that note. Like in Github.
I'm not wanting to create each item as a separate "to do" note type. I intersperse some headings and notes and formatting in my lists as they get worked on during the week. It's faster to see all the text at the same time, and to move text around within the same note rather than in different notes. I like being able to move each week's note to a Completed folder at the end of the week and have a fresh start for a new week.
Right now I'm managing this by using the Folding in Code Mirror Editor plugin and adding "start" and "end" (necessary so as not to collapse more than needed) headings which can be collapsed. It's not ideal though.
Nice, good to know about that. I'd consider it if I did use Joplin for projects that lend itself to a board task management structure, although for larger work projects I actually use Asana.
I did also apply a bunch of CSS to the Outline plugin:
And then I move the "This is the day" and "Tomorrow, tomorrow" markers (headings) along each day, so any tasks nested in the days within "Days done, gone the sun" are collapsed at the top.
It's a little "manual" if I need to move tasks down to another day, but it is working pretty well for me (and is what I want, with a single note per week rather than multiple notes).
My todo's are a bit complicated, but it works. My history goes back to Franklin Planners, the paper binder things. In the recent past, I had been using a Google Tasks front end mobile app that set recurring and alarmed todos. This worked until Google introduced that functionality - but I didn't like the Google Tasks app on Android.
I tried Ticktick and found it suitable. I'm using tasks (.) org on Android currently.
I'm also toying with a bullet journal page of the week in Joplin that will have tasks for that week.
I consider categories of todos to be a feature differentiator. I have a category list for bills and payments, and another list of birthdays and anniversaries. Never have missed one in years. The other todos of a general nature are on a much larger category/list. There may be specialized lists from time to time.
I knew Joplin had some ToDo support. After the recent mastodon post, I looked at the support again in the Linux AppImage and the Android app. Shows promise, and I might be able to integrate part of my workflow, but not all of it - especially the recurring tasks.
I've also been interested how some people put tasks on their calendar. Ie, 10-10:15 "take out the garbage, every Tuesday". Given my workflow, I find it fascinating, but don't think I could do it this way at this detail. I could probably use time blocking without pain.
This is the kind of stuff I'm using CalDAV tasks for. Just like Joplin it's a privacy-friendly solution when you connect it to your own Nextcloud.
Some of my NC tasks are functioning as notes, however, so I'm not sure if this combination of Joplin and a separate CalDAV server simply makes things more complicated.
As much as I like Joplin, I don't think it's as useful for tasks as it is for notes.