FAQ — Project Planner

1 Where are tasks stored?

Tasks are stored as markdown files with YAML frontmatter directly in your Obsidian vault. There's no external database — everything lives as plain text files you own and control.

1 What is Markdown Sync and how does it work?

Markdown Sync provides bidirectional synchronization between Project Planner's visual interface and your markdown files. Changes made in either place are automatically reflected in the other.

2 Can I manually create tasks by writing markdown files?

Yes! You can create task files manually using YAML frontmatter with fields like status, priority, due date, and tags. Project Planner will detect and display them automatically.

3 Can I use Markdown Sync with Obsidian Sync?

Yes, Markdown Sync works seamlessly with Obsidian Sync since all data is stored as standard markdown files in your vault.

4 Can I use other Obsidian plugins with synced tasks?

Absolutely. Because tasks are standard markdown with YAML frontmatter, they work with plugins like Dataview, Templater, and others in the Obsidian ecosystem.

1 How do I create a new project?

Click the New Project button in the Dashboard or use the command palette (Ctrl/Cmd + P) and search for 'Project Planner: New Project'.

2 How is completion rate calculated?

Completion rate is calculated based on the ratio of completed tasks to total tasks within a project, including subtask progress.

3 How often do metrics update?

Dashboard metrics update in real-time as you make changes to tasks within your vault.

1 Can I reorder columns?

Yes, columns in Grid View can be reordered by dragging and dropping column headers to your preferred arrangement.

2 Can I have multiple parents for one task?

Tasks currently support a single parent in the hierarchy. You can use tags and links to create cross-references between related tasks.

3 Do subtasks count toward parent completion?

Yes, subtask completion is factored into the parent task's overall completion percentage.

1 What are buckets and how are they different from status?

Buckets are customizable columns in Board View that represent stages of your workflow. They can map to status values but offer more flexibility for organizing tasks visually.

2 How do I move a task to a different bucket?

Simply drag and drop a task card from one bucket column to another. The task's associated properties will update automatically.

3 Can I customize buckets for each project?

Yes, each project can have its own set of custom buckets tailored to its specific workflow.

1 How do I change a task's start or due date?

In Timeline View, you can drag the edges of a task bar to adjust its start and due dates, or click the task to edit dates in the details panel.

2 What are the different zoom levels?

Timeline View supports multiple zoom levels from daily to yearly views, allowing you to see fine-grained detail or a big-picture overview.

3 What happens when I move a parent task bar?

Moving a parent task bar will adjust its date range. Subtask behavior depends on your settings — they can move proportionally or remain fixed.

1 What's the difference between FS, SS, FF, and SF?

These are dependency types: Finish-to-Start (FS) means a task can't start until another finishes. Start-to-Start (SS) means tasks start together. Finish-to-Finish (FF) means tasks finish together. Start-to-Finish (SF) means a task can't finish until another starts.

2 What happens if I create a circular dependency?

Project Planner detects circular dependencies and will warn you, preventing the creation of invalid dependency chains.

3 How do I find the critical path?

The Dependency Graph view can highlight the critical path — the longest chain of dependent tasks that determines the minimum project duration.

Frequently Asked Questions

Data Structure

Markdown Sync

Dashboard View

Grid View

Board View

Timeline View

Dependency Graph

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