The My Tasks view is a cross-project personal productivity hub that aggregates all your tasks due today, this week, or this month into a single place — regardless of which project they belong to.
Overview
- Cross-Project Aggregation — shows tasks from every project in your vault, not just the active one.
- Three Tabs — Today, Week, and Month give you daily, weekly, and monthly perspectives on your workload.
- Filters — filter by priority, keyword search, and show/hide completed tasks.
- New Task — create a task due today directly from the view without switching to Grid or Board.
- Real-Time Updates — the view subscribes to the TaskStore and refreshes automatically when any task changes.
Opening My Tasks
- Click the ☀ (sun) icon in the view switcher — it sits between Dashboard and Grid.
- Open the Command Palette and run Project Planner: Open My Tasks.
- Enable the ribbon icon in Settings → Ribbon Icons → My Tasks icon for one-click access from the sidebar.
Today Tab
Shows all tasks with a due date matching today, across every project.
- Summary Bar — displays the total task count and a progress indicator (X/Y done) with an animated fill bar.
- Sort Order — incomplete tasks appear first, sorted by priority weight (Critical → High → Medium → Low). Completed tasks sort to the bottom.
- Task Rows — each row shows a completion checkbox, the task title (click to open Task Details), the source project name, and a priority pill.
- Right-Click Menu — full context menu with cut, copy, paste, move to project, open details, and delete.
Week Tab
An Outlook-style seven-column grid spanning Sunday through Saturday showing all tasks due within the displayed week.
- Today Highlight — today's column has an accent-colour border and its date number appears in an accent-coloured circle.
- Task Cards — each card shows a completion checkbox, the task title, the source project name, and a priority pill.
- Per-Column Counts — the number of visible tasks shown above each day column.
- Week Navigation — use the ‹ and › chevrons to move to the previous or next week; click This Week to jump back to the current week.
- Date Range Label — shows the displayed week range (e.g., "Sep 1 – 7, 2026"); adapts when the week spans two months.
Month Tab
A calendar grid running Sunday through Saturday showing all tasks due within the displayed month.
- Task Pills — up to 3 task pills per day cell, each with a priority-coloured left border. Completed tasks are struck through.
- Overflow — days with more than 3 tasks show a "+N more" count.
- Click a Pill — opens the Task Details Panel for that task.
- Right-Click a Pill — shows the full context menu.
- Month Navigation — use the ‹ and › chevrons to move between months.
Filters
Filters are shared across Today, Week, and Month tabs:
- Priority — dropdown to show only tasks of a specific priority.
- Search — filter tasks by title keyword.
- Show Completed — toggle to include or hide completed tasks.
Creating a New Task
Click the New Task button in the header to open a slide-in form:
- Type a task title (the field is auto-focused).
- Optionally select a Project (shown when more than one project exists).
- Optionally select a Priority.
- Press Enter to create the task, or Escape to cancel.
The new task is due today and appears in the Today tab immediately.
Note
Adding a task to My Tasks using the Add Tasks picker sets the due date to today. This action skips parent roll-up so that setting a child task's due date does not propagate the date to its parent and cause it to appear in My Tasks unexpectedly.
Settings
Configure My Tasks behaviour in Settings → My Tasks:
- Default View — choose which tab opens when you launch My Tasks (Today / Week / Month).
- My Tasks Icon — toggle the ribbon icon visibility in the left sidebar. Changes take effect after reloading Obsidian.
Integration with Other Views
- Task Details Panel — click any task title or pill to open full task editing.
- Grid / Board / Gantt — completing a task in My Tasks updates its status instantly in all other views.
- Markdown Sync — completions and edits made in My Tasks are written to the task file if Markdown Sync is enabled.
Tips & Best Practices
- Open My Tasks at the start of your day to see exactly what needs attention — no project-switching required.
- Use the Week tab for sprint planning and the Month tab for deadline awareness.
- Set the default view to Week in Settings if you prefer a broader daily context.
- Use the priority filter to focus on Critical and High tasks when the list is long.
- Tasks only appear in My Tasks if they have a due date set — make sure to set due dates on tasks you want to track here.