Daily Note Task Tagging¶

The Project Planner plugin supports automatically importing tasks from daily notes (or any markdown note) into your projects by using tag patterns.

Quick Start¶

1. Enable the feature: Settings → Project Planner → Daily Note Task Tagging → Toggle "Enable Daily Note Sync"
2. Set a default project: In the same settings, select a "Default Project" from the dropdown
3. Tag your tasks: Add #planner to any task in any note
4. Watch them appear: Tasks automatically import to your planner!

How It Works¶

When Enable Daily Note Sync is enabled in settings, the plugin automatically scans your vault for tasks tagged with a special pattern (default: #planner) and imports them into your project planner.

The scanner:

• Watches for file changes in real-time
• Detects tasks using the format: - [ ] Task text #planner
• Extracts metadata like priority, due dates, and additional tags
• Automatically routes tasks to the correct project
• Prevents duplicates using content-based IDs

Basic Usage¶

Simple Task Import¶

Add tasks in any note with the planner tag:

## Today's Tasks

- [ ] Review pull request #planner
- [ ] Write documentation #planner
- [x] Morning standup #planner

These tasks will be automatically imported into your Default Project (configured in settings).

Project-Specific Tasks¶

Target a specific project by adding the project name to the tag:

## Work Tasks

- [ ] Fix login bug #planner/Work
- [ ] Update API docs #planner/Work

## Personal Tasks

- [ ] Buy groceries #planner/Personal
- [ ] Call dentist #planner/Personal

Tasks will be automatically routed to the matching project. Project names are case-insensitive.

For projects with spaces in the name, you can use either format:

• #planner/Project Planner - Direct format with spaces
• #planner/Project-Planner - Hyphens (converted to spaces)

Both will match a project named "Project Planner".

Advanced Features¶

Priority Indicators¶

Add priority to tasks using these patterns:

- [ ] Critical bug fix !!! #planner → Critical priority
- [ ] Important feature !! #planner → High priority
- [ ] Regular task ! #planner → Medium priority
- [ ] Review code (high) #planner → High priority
- [ ] Update docs (low) #planner → Low priority

Due Dates¶

Specify due dates using these formats:

- [ ] Submit report 📅 2026-01-20 #planner
- [ ] Code review due: 2026-01-15 #planner
- [ ] Finish slides @2026-01-18 #planner

Additional Tags¶

Combine planner tags with other tags for organization:

- [ ] Update frontend #planner #frontend #urgent
- [ ] Fix database issue #planner #backend #bug

The plugin will automatically match tags with those defined in your settings and apply them to the task.

Task Status¶

Tasks are imported with their completion status:

- [ ] Not started task #planner → Status: Not Started
- [x] Completed task #planner → Status: Completed

Configuration¶

Settings¶

Navigate to Settings → Project Planner → Daily Note Task Tagging to configure:

Enable Daily Note Sync¶

Toggle this on to activate automatic task scanning and import.

Tag Pattern¶

Default: #planner

Change this to customize your tag pattern. Examples:

• #task - Use #task instead of #planner
• #project - Use #project

Project-specific tagging will always use the pattern: {tag-pattern}/{ProjectName}

Scan Folders¶

Comma-separated list of folders to scan. Examples:

• Daily Notes - Only scan the Daily Notes folder
• Daily Notes, Journal - Scan both folders
• Leave empty - Scan all notes in your vault

Default Project¶

Required! Select which project should receive tasks when no specific project tag is found (e.g., just #planner without /ProjectName).

If no default project is selected, tasks without a specific project tag will not be imported.

Manual Scanning¶

Click Scan Now in settings to manually trigger a full vault scan. This is useful when:

• You've just enabled the feature
• You want to import existing tagged tasks
• You've made bulk changes to notes
• File watching seems to not be working

Note: When you click "Scan Now", check the Developer Console to see how many tasks were found. A notification will also appear showing the count.

File Watching¶

Once enabled, the plugin automatically watches for:

• New files - Scans newly created notes after 500ms
• Modified files - Rescans notes when you save changes
• Real-time updates - Tasks are imported as you work

Task Metadata¶

Imported tasks include:

• Source Link - Automatic link back to the originating note
• Description - Shows "Imported from: [[Note Name]]"
• Unique ID - Generated from file path and task title to prevent duplicates

Best Practices¶

Daily Notes Integration¶

Perfect for daily note workflows:

# 2026-01-14

## Morning

- [x] Review emails #planner/Work
- [ ] Team standup !! #planner/Work

## Afternoon

- [ ] Design review 📅 2026-01-14 #planner/Work #design
- [ ] Update project timeline (high) #planner/Work

## Personal

- [ ] Gym session #planner/Personal
- [ ] Grocery shopping #planner/Personal

Meeting Notes¶

Capture action items from meetings:

# Team Meeting - 2026-01-14

## Action Items

- [ ] @John Update API documentation due: 2026-01-20 #planner/Engineering
- [ ] @Sarah Create design mockups !! #planner/Design
- [ ] Schedule follow-up meeting @2026-01-21 #planner/Management

Project Journal¶

Keep project-specific journals with task extraction:

# Engineering Journal - Week 3

## Completed This Week

- [x] Implemented login feature #planner/Engineering
- [x] Fixed authentication bug #planner/Engineering

## Next Week

- [ ] Add password reset !!! #planner/Engineering
- [ ] Improve error handling #planner/Engineering

Avoiding Duplicates¶

The plugin uses a content-based ID system to prevent duplicate task imports:

• Same task text in the same file = same ID (updates instead of duplicates)
• Same task text in different files = different tasks (intentional)
• Changing task text = new task (old task remains)

Limitations¶

Current Limitations¶

1. Task updates - Changing a task in the source note will update the planner task, but changing it in the planner doesn't update the source note
2. Task deletion - Deleting a task from the source note doesn't remove it from the planner (prevents accidental deletion)
3. Subtasks - Nested subtasks in daily notes are not currently supported
4. Dependencies - Task dependencies must be set in the planner views

Future Enhancements¶

Planned improvements:

• Bidirectional sync (update source notes when tasks change in planner)
• Task deletion sync
• Support for nested subtasks
• Inline task editing with live preview

Troubleshooting¶

Tasks Not Being Imported¶

First, check the basics:

1. Feature enabled? - Settings → Project Planner → Daily Note Task Tagging → Enable Daily Note Sync must be ON
2. Default project set? - This is required! Select a project in the "Default Project" dropdown
3. Correct tag? - Make sure tasks use the correct tag (default: #planner)
4. File location? - If you specified scan folders, your note must be in one of them

Open the Developer Console (Ctrl+Shift+I on Windows, Cmd+Option+I on Mac):

When the scanner initializes, you'll see:

[DailyNoteScanner] Initializing daily note scanner...
[DailyNoteScanner] Tag pattern: #planner
[DailyNoteScanner] Scan folders: []
[DailyNoteScanner] Default project: <project-id>
[DailyNoteScanner] Available projects: Personal (<id>), Work (<id>)

When scanning files, you'll see:

[DailyNoteScanner] Starting scan of all notes...
[DailyNoteScanner] Adding task: Buy groceries to project: <project-id>
[DailyNoteScanner] Scan complete. Found 1 tasks.

Common error messages:

If you see:

[DailyNoteScanner] No project found for task: Buy groceries

This means:

• No default project is set (for #planner tags), OR
• Project name doesn't match any existing project (for #planner/ProjectName tags)

The console will also show which project name was extracted and list all available projects to help you debug.

Still not working?

• Try clicking "Scan Now" in settings to force a manual scan
• Check the console for any error messages
• Verify your task format: - [ ] Task text #planner

Wrong Project Assignment¶

1. Check project names - Project names in tags must match exactly (case-insensitive)
2. You have a project called "Personal" → Use #planner/Personal
3. Console will show: "Available projects: Personal (), Work ()"
4. Use spaces or hyphens - For "Project Planner", use either:
5. #planner/Project Planner (direct with spaces)
6. #planner/Project-Planner (hyphens converted to spaces)
7. Verify default project - Tasks with just #planner (no /ProjectName) use the default project

Tasks Not Updating¶

1. Save the file - Changes are only detected when the file is saved
2. Wait a moment - File watcher triggers after metadata cache updates (usually < 1 second)
3. Check console - Look for scan messages showing the task was detected
4. Re-enable if needed - Toggle the feature off and on in settings to restart watchers

Debugging Tips¶

Enable verbose logging:

1. Open Developer Console (Ctrl+Shift+I / Cmd+Option+I)
2. Keep it open while creating/editing tasks
3. Look for [DailyNoteScanner] messages

Test with a simple example:

- [ ] Test task #planner

Save the file and check console for:

[DailyNoteScanner] Adding task: Test task to project: <id>

Verify settings:

• Settings → Project Planner → Daily Note Task Tagging
• Ensure "Enable Daily Note Sync" is toggled ON
• Ensure "Default Project" has a project selected (not "Select a project...")

Examples¶

Complete Daily Note Template¶

---
tags: daily-note
date: { { date } }
---

# {{date:YYYY-MM-DD}}

## 🎯 Goals for Today

- [ ] Complete feature implementation !! #planner/Work due: {{date:YYYY-MM-DD}}
- [ ] Code review session #planner/Work
- [ ] Update documentation #planner/Work

## 📝 Notes

Morning standup notes go here...

## ✅ Completed

- [x] Email responses #planner/Work
- [x] Bug fix #planner/Work #bug

## 🏠 Personal

- [ ] Workout #planner/Personal
- [ ] Read for 30 minutes #planner/Personal

## 📅 Tomorrow

- [ ] Prepare presentation !!! #planner/Work @{{date+1d:YYYY-MM-DD}}

Happy Task Planning! 🚀