Project Planner

---

Project Planner turns the tasks you already have in your Obsidian vault into a plan you can actually run a project from — a dependency graph, a Gantt chart with a real critical path, a kanban board, and time-and-materials costing.

Nothing lives in a proprietary database. Every task, date, dependency, person and cost is read from and written back to plain Markdown, in the same Tasks and Dataview syntax you were already using. Delete the plugin and your notes still read exactly the same.

---

Contents

• Why this exists
• Requirements
• Installation
• Quick start
• How tasks are read
• The graph view
• The Gantt view
• The board view
• Finance
• Embedding a graph in a note
• Companion notes
• Undo
• Metadata reference
• Commands
• Settings
• Relationship to Tasks Map
• Development
• License

---

Why this exists

Most task plugins are good at capture and weak at planning. They will tell you what is due on Thursday. They will not tell you which of the eleven things due on Thursday is the one that, if it slips, moves your delivery date.

Project Planner is built around dependencies rather than dates:

• Dependencies are the primary data. A task that is blocked knows what it is waiting on, and every view is a different way of reading the same graph.
• Every task gets a bar, dated or not. Undated tasks are placed by their dependencies rather than dropped, so a plan is useful before anybody has sat down to fill in dates.
• Suggestions are never silently written. Inferred dates are drawn dashed and stay out of your notes until you accept them.
• Nothing is invented. Shares that do not total 100% are reported, not scaled. People with no rate cost nothing and are listed as unpriced. Costs resting on guessed dates are counted separately from costs resting on real ones.

---

Requirements

Plugin	Required?	Why
Dataview	Yes	Reads inline - [ ] checkbox tasks out of your vault. The views refuse to render without it.
Tasks	Optional	Adds Create task and Edit task to the node context menu, using the Tasks plugin's own modal.

Obsidian 1.8.0 or newer. Works on desktop and mobile — no Node or Electron APIs are used.

---

Installation

From the community plugin browser

Settings → Community plugins → Browse, search for Project Planner, install and enable.

Manually

1. Download main.js, manifest.json and styles.css from the latest release.
2. Copy them into <your-vault>/.obsidian/plugins/project-planner/.
3. Reload Obsidian, then enable Project Planner under Community plugins.

---

Quick start

Write two ordinary tasks in any note, and give one an ID the other can point at:

- [ ] Draw up the frame 🆔 frame 🛫 2026-03-02 📅 2026-03-06
- [ ] Weld the frame ⛔ frame 📅 2026-03-11
- [ ] Paint it ⛔ weld
- [ ] Ship it 🆔 ship ⛔ paint

Open the graph icon in the ribbon. You get four connected nodes. Open the Gantt icon and you get four bars — the two with dates drawn where you put them, the two without drawn dashed, placed the day after whatever blocks them.

Turn on Critical path and the chain that decides the finish date lights up.

---

How tasks are read

Two kinds of task, both first-class, both read into the same model.

Inline checkbox tasks

Any - [ ] line anywhere in your vault, read via Dataview.

- [ ] Fit the sensor loom 🆔 loom ⛔ frame 🛫 2026-03-02 📅 2026-03-06 #electrical 🔼

Statuses come from the checkbox itself: [ ] to do, [/] in progress, [x] done, [-] cancelled.

Note tasks

A whole note becomes one task when its frontmatter is tagged task. Use these when a task needs somewhere to put detail.

---
tags:
  - task
start: 2026-03-02
due: 2026-03-06
blockedBy: [frame]
progress: 40
---

Both syntaxes, everywhere

Dependencies and metadata can be written as Tasks-plugin emoji or as Dataview inline fields, and the two can be mixed freely across a vault. Project Planner reads whichever a line already uses and writes back in the same style, so it never reformats notes into a house style you did not choose.

- [ ] Emoji style  🆔 a1 ⛔ b2 📅 2026-03-06
- [ ] Dataview style [id:: a1] [dependsOn:: b2] [due:: 2026-03-06]

---

The graph view

The dependency graph, on a pannable ReactFlow canvas with automatic dagre layout.

Nodes

Each task is a node showing its text, status, tags, priority and progress. Node controls:

Control	Action
Status circle	Cycle the task's completion status
Star	Star or unstar the task (⭐)
Arrow	Open the note the task lives in
⋮	Context menu — create a child task, edit, set finance, delete
Tag chips	Click × to remove a tag, + Add tag to add one

Wiki-links in task text render as real links and open the note they point at.

Edges

Drag from a node handle to another node to create a dependency; the ⛔/🆔 metadata is written into both notes. Click an edge and press Delete to remove it, which strips the reference from the vault.

Chain healing: deleting a task in the middle of A → B → C hands B's blockers to whatever was waiting on B, so A → C survives rather than the chain quietly falling apart.

Per-edge styling: right-click an edge to override its line style individually, on top of the global Bezier / Straight / SmoothStep setting.

Critical path

Toggle Critical path to compute float across the whole plan — the gap between when each task finishes and the latest it could finish without moving the delivery date. Tasks with zero float are the critical path and are highlighted in both the graph and the Gantt. This is the set worth arguing about when a deadline is at risk; everything else has room to move.

Search, filters and traversal

The right-hand filter panel carries:

Filter	Description
Search	By task text, ID or tag, with a live suggestion list (↑/↓/Enter/Escape)
Show dependencies / dependents	Pull the upstream and/or downstream chain of a search hit into view
Status	Multi-select — to do, in progress, done, cancelled
Include labels	Show only tasks carrying at least one selected tag
Exclude labels	Hide tasks carrying any selected tag
Files / folders	Restrict to selected notes or folders
Only starred	Show only starred tasks

Filter presets save any combination by name, restore it in one click, and can be inserted straight into a note as an embed block.

Unlinked tasks panel

Tasks with no dependencies in either direction are moved to a left-hand panel rather than scattered across the canvas as noise. Search it, then drag any task onto the canvas to work with it. Connect it to something and it stays on the canvas for good.

Project groups

Tasks sharing a project are drawn inside a labelled group container, so a large vault reads as a handful of projects rather than one undifferentiated cloud.

---

The Gantt view

The same tasks on a timeline.

Every task gets a bar

A chart that only drew dated tasks would be nearly empty in a real vault, so every task is placed:

The task has	The bar is
Start (🛫, or ⏳ as fallback) and due (📅)	Drawn between them
Start only	One day long
Due only	Drawn from when its blockers finish up to the deadline — the window available
Neither	Starts the day after its last blocker finishes, lasts one day

Because inference walks the dependency graph, a chain of undated tasks spreads out day by day in the order the graph says they must happen.

Suggested dates stay suggestions

Inferred bars are drawn as dashed outlines and nothing is written to your notes while they stay that way. Turn a proposal into a real date by dragging or resizing the bar, or use Apply suggested dates to write every dashed bar at once and get a count of what changed.

Editing

Action	Result
Drag a bar sideways	Moves start and due together, keeping the length
Drag either edge	Changes that date alone
Click a task name	Selects the row and lights up its whole dependency chain
Drag the grip	Reorders rows; the order is saved
+ on a row	Writes a new task directly below it, in the same note
Link on a row	Starts a dependency — click the task it should block

Dragging snaps to whole days and a bar can never be shorter than one day.

Scheduling controls

• Working days — measure durations in working days and keep bars off weekends. The finance view follows the same setting, so money and schedule can never disagree.
• Sort by date — a mode, not a one-off shuffle: rows are drawn flat and earliest first while it is on, and your manual order and nesting come back untouched when you turn it off.
• Group by — tag, status, note or project.
• Collapse — fold a parent's children away; parents roll their children's span up into one bar.
• Zoom — days, weeks or months, with a Today button.

Milestones

Named days marked across the whole chart — "Design freeze", "Release 1.0" — drawn as a diamond in their own band with a dashed line down the timeline. Milestones are not tasks: no note, no duration, no dependencies, and nothing is ever written to your vault. Past milestones draw grey, today's orange, future ones purple. The timeline always stretches far enough to reach them.

Schedule warnings

Three ways a plan quietly goes wrong, flagged on the rows and counted under the chart:

Warning	Meaning
Overdue	Finished on paper before today, and not marked done
Stalled	Should have started, and has not been touched
Backwards dependency	A blocker finishes after the work waiting on it

Only dates you actually wrote are judged — flagging the chart's own guesses would be noise.

PNG export

Export the chart as a picture for a report or a slide. This is deliberately not a screenshot: it is a separate drawing of the same plan, laid out for paper. The whole timeline is fitted to the page width so nothing runs off the edge; it uses four print-safe colours; it drops weekend bands, day ticks and dependency arrows, which are the first things to become noise at page size; and it makes the parts that carry meaning bigger — title, span, group headings, milestone names, and a legend listing only what the chart actually uses. Today is marked only when today falls inside the plan.

---

The board view

Where the Gantt answers when, the board answers what state is this in — and dragging a card is what changes the answer.

Group by	Columns	Dragging writes
Status	To do, In progress, Done, Cancelled	The checkbox
Due date	Late, Today, Tomorrow, Rest of this week, Next week, Later, No date	The 📅 due date
Person	One per name in [people:: …], plus Unassigned	The task's people
Tag	One per tag in use, plus No tag	The task's tags
Project	One per project	read only
Priority	🔺 ⏫ 🔼 🔽 ⏬, plus No priority	read only
Note	One per note holding tasks	read only

Dropping a card into a date column writes a real due date, so the card stays where you put it. Dropping one into a person's column makes it theirs alone; dropping it into Unassigned removes the people entirely. Read-only groupings show a padlock and refuse cards from other columns, but cards can still be reordered within them.

Card order is one list for the whole board, so a card dragged to another column keeps the position you dropped it in, and changing the grouping does not throw your arrangement away. Columns can be folded away, remembered per grouping. The + in a column header adds a task already carrying whatever that column stands for.

---

Finance

Time-and-materials planning, off by default — enable it under Settings → Project Planner → Finance.

A task consumes hours; those hours are worked by named people in some proportion; each person sits at a grade with a chargeout rate; and materials sit on top.

The rates note

Rates live in a note you own, not in plugin settings, so you can link to them and keep them in version control. Default path Finance/People and rates.md.

| Grade      | Rate |
| ---------- | ---- |
| Principal  | 145  |
| Senior     | 110  |

| Person      | Grade     | Rate |
| ----------- | --------- | ---- |
| Alice Smith | Principal |      |
| Cara Diaz   | Senior    | 130  |

Tables are found by their column headers, not the headings above them, so you can retitle, reorder and write whatever prose you like around them. A person's own Rate overrides their grade's. Rows that cannot be read are dropped and reported with their line number.

Putting finance on a task

- [ ] Fit the loom [hoursPerDay:: 6] [people:: Alice Smith 60%, Bob Jones 40%] [costs:: Loom kit 240, Travel 85]

Field	Meaning
hours	Explicit total hours — wins over everything
hoursPerDay	Per-task override of the global default
people	Who is on it, and their share
costs	Materials and expenses

Synonyms are accepted (totalHours/estimatedHours → hours, allocations/who → people, expenses/materials → costs), and shares may be written 60%, 60 or 0.6. The canonical spelling is written back.

How the cost is worked out

Hours come from an explicit total if there is one, otherwise from the length of the task's bar × its hours-per-day. Rates resolve person-first, then grade. Name matching is on meaning, not typing — Alice Smith, alice smith and [[Alice Smith]] are one person.

What it refuses to fake:

• Someone with no rate costs nothing, and their hours are reported as unpriced rather than counted as free.
• Shares that do not total 100% are used exactly as written — scaling 60% + 30% up to 100% would hide a typo and inflate the plan.
• Cost resting on suggested dates is counted separately, and Include suggested dates leaves it out. A vault full of undated tasks will never quietly read as a large invented cost.

The dashboard

Headline tiles (total, labour, materials, hours, tasks priced, tasks with no finance), the labour/materials split, a breakdown by person, grade, project, tag, status or note, cost over time by week or month, the ten biggest costs each clickable through to the Gantt, and a Problems section listing everything that could not be worked out.

---

Embedding a graph in a note

A fenced project-planner block renders a fully interactive graph inline.

```project-planner
{
  "filter": {
    "onlyStarred": true,
    "selectedStatuses": ["todo", "in_progress"]
  },
  "config": {
    "height": 300,
    "showMinimap": false,
    "showFilterPanel": false
  }
}
```

An empty body ({}) shows the full graph with defaults.

Filter keys: selectedTags, excludedTags, selectedStatuses, selectedFiles, searchQuery, traversalMode (match/upstream/downstream/both), onlyStarred.

Config keys: height, showMinimap, showFilterPanel, showPresetsPanel, showUnlinkedPanel, showStatusCounts.

Rather than writing these by hand, use Insert current filter as embedded graph from the command palette, or the insert button on a saved filter preset — both generate correct JSON.

Blocks tagged ```tasks-map from before the rename are still rendered, so notes written against the old plugin keep working.

---

Companion notes

A checkbox line has nowhere to put detail. With companion notes enabled, creating a task also creates a note for it and turns the task's text into a link to that note. The note is deliberately not tagged task — that would make it a second task in its own right and draw a duplicate node.

Create notes for existing tasks retrofits the whole vault at once, after asking for confirmation and telling you how many notes it will write.

---

Undo

One undo history, owned by the plugin and shared across every view — so the board can take back an edit the Gantt made, and vice versa. Row reorders, card moves, date drags, milestone changes, people reassignments and tag edits all step back through it.

Vault writes are optimistic: the UI updates immediately and rolls back if the write fails.

---

Metadata reference

Everything Project Planner reads and writes. Every emoji field has a Dataview equivalent in [field:: value] or (field:: value) form.

Concept	Emoji	Dataview	Note-task frontmatter
Task ID	🆔 abc	[id:: abc]	— (the note is the identity)
Blocked by	⛔ abc or ⛔ a,b,c	[dependsOn:: abc]	blockedBy: / dependsOn:
Due date	📅 2026-03-06	[due:: 2026-03-06]	due:
Start date	🛫 2026-03-02	[start:: 2026-03-02]	start:
Scheduled	⏳ 2026-03-02	[scheduled:: …]	scheduled:
Created / done / cancelled	➕ ✅ ❌	—	—
Priority	🔺 ⏫ 🔼 🔽 ⏬	—	—
Starred	⭐	—	—
Progress	—	[progress:: 40] or 40%	progress:
Parent	—	[parent:: abc]	parent:
Tags	#tag	—	tags:
Hours	—	[hours:: 12]	hours:
Hours per day	—	[hoursPerDay:: 6]	hoursPerDay:
People	—	[people:: Alice 60%, Bob 40%]	people:
Costs	—	[costs:: Loom kit 240]	costs:

Out-of-range progress is clamped rather than rejected — someone who typed 120 meant "finished". Progress above zero displays as in-progress whatever the checkbox says, but 100% is never auto-promoted to done: finishing the work and declaring the task closed are different claims, and only the second is yours to make.

---

Commands

Command	Description
Open graph view	The dependency graph
Open Gantt view	The timeline
Open board view	The kanban board
Open task finance	The finance dashboard (when finance is enabled)
Create the rates note	Creates and opens the rates note (when finance is enabled)
Create notes for existing tasks	Retrofit companion notes across the vault
Insert current filter as embedded graph	Write an embed block into a note

Ribbon icons are provided for the graph, Gantt, board and — when enabled — finance views.

---

Settings

Group	Settings
Display	Show priorities, show tags, show status counts
Layout	Direction (horizontal/vertical), edge style (Bezier/Straight/SmoothStep), SmoothStep corner radius
Tag appearance	Palette (Rainbow, Ocean, Forest, Sunset, Mono) plus per-tag colour pinning, with Reset all
Task relations	How dependencies are written: CSV, individual, or Dataview
Gantt	Working days, critical path, schedule warnings, row order and collapsed rows
Board	Group-by, card order, collapsed columns
Finance	Enable, rates note path, default hours per day, currency, include suggested dates
Companion notes	Enable, and the folder to write them to
Language	English, Nederlands, 简体中文
Advanced	Debug visualisation overlays

---

Relationship to Tasks Map

Project Planner began life as a fork of Tasks Map by Nico Klaassen, and it owes that project its foundation: the graph canvas, the dual inline/note task model, the Dataview integration and the filtering core all started there. Credit where it is due — that groundwork is what made the rest possible, and it remains MIT licensed with the original copyright notice intact.

It has since grown into a substantially different plugin. Tasks Map visualises tasks as a graph. Project Planner is a project-planning tool that happens to include that graph. Added since the fork:

• The Gantt view in its entirety — date inference from the dependency graph, dashed suggestions that stay out of your notes, drag-to-schedule, working-day scheduling, grouping and collapsing, date-order mode, milestones, schedule-risk warnings, and print-oriented PNG export.
• Critical path analysis — float computed across the whole plan, surfaced in both the graph and the Gantt.
• The kanban board — seven groupings, each writing back the thing its columns stand for.
• The finance system — rate books read from a note you own, per-task hours, people and materials, cost roll-ups by person, grade, project, tag, status and note, cost-over-time, and a problems report that refuses to invent numbers.
• Companion notes, with vault-wide retrofit.
• Chain healing on task deletion, so removing a task does not break the run of work through it.
• Plugin-wide shared undo across every view.
• Progress tracking, parent/child hierarchy, project grouping, per-edge style overrides and filter presets.

The name changed because "Tasks Map" no longer described it. This is a planner that reads your tasks, not a map of them.

---

Development

npm install
npm run dev

Command	Purpose
npm run dev	esbuild watch build
npm run build	Typecheck + production bundle
npm run build:deploy	Build, then copy into a local vault
npm test	Jest
npm run lint	ESLint over src/**/*.{ts,tsx}
npm run lint:css	Stylelint
npm run format	Prettier check

src/lib/ is pure, framework-free logic — scheduling, critical path, finance, costing, Gantt rows, filtering and graph traversal — and is where the unit tests point. React components stay presentational.

Set a deploy target in .obsidian-plugin-dir or $OBSIDIAN_PLUGIN_DIR; deploy.mjs copies main.js, manifest.json and styles.css and never touches your vault's data.json.

Contributions are welcome — please open an issue or PR.

---

License

MIT.

Copyright © 2025 Nico Klaassen (original Tasks Map plugin) and © 2025–2026 Harrison Milburn (Project Planner). The original copyright notice is retained as the MIT License requires.