Task Rollover

approvedunreviewed

by siulved54

Move the unfinished tasks of your last daily note into today's note when it is created, under a heading you choose, with undo, nested items and no duplicates.

↓ 229 downloadsUpdated 12d agoMIT

Task Rollover

Unfinished tasks from yesterday's daily note show up in today's, by themselves, the moment today's note is created.

Yesterday's note:

## Tasks
- [x] Send the invoice
- [ ] Write the report
  - the draft is in Drive
- [/] Review Ana's pull request

Today's note, when you open it:

## Tasks
- [ ] Write the report
  - the draft is in Drive
- [/] Review Ana's pull request

Today's daily note with the three unfinished tasks under the Tasks heading and a notice "3 unfinished tasks rolled over" with an Undo button

A notice says how many tasks moved and has an Undo button. Anything that is not marked finished counts as unfinished, so tasks with custom status characters ([/], [?], [!]) roll over too.

Works on desktop and mobile. It reads the folder and date format from the core Daily notes plugin, or from Periodic Notes when its daily notes are on.

What it does that you may miss elsewhere

  • Waits for your template. If another plugin such as Templater fills the new note a moment after it is created, the tasks are added once the note has stopped changing, not on top of a half-written template.
  • No duplicates. A task whose text is already a checkbox in today's note is not added again, so running the command twice is harmless.
  • Puts tasks where you want them. Give a heading and they go at the end of that section (made if it is missing). Optionally only take tasks from under certain headings of the earlier note.
  • Keeps nested lines with their task, and moves a nested task to the top level when it rolls alone.
  • Leaves code alone. Checkboxes inside fenced code blocks are ignored.
  • Cannot delete the wrong line. When the earlier note is changed after a rollover, each moved task is found again and checked before it is touched, so a line you edited in the meantime is left as it is, and removing one task never removes another line that happens to read the same.
  • Catches up after a long break. "Gather unfinished tasks from past daily notes" looks back 7, 30 or 90 days, or all the way, and lists every unfinished task grouped by the note it sits in, newest note first. All are ticked; untick what you do not want, and press the button to move the rest into today's note (created if it does not exist yet). The same rules as a normal rollover apply: finished markers, source headings, empty tasks, tasks already in today's note and your choice for the earlier notes. A task that appears in several notes is listed once, from the newest.
  • A real undo. It puts all the notes back exactly as they were, for as long as neither has changed since. If one has, it says so instead of overwriting your work.

Settings

SettingDefaultWhat it does
Roll over when the daily note is createdonTurn off to roll over only with the command.
In the earlier note, a rolled taskLeave it as it isOr mark it as moved ([>], it never rolls again), or remove it with its nested lines.
Moved marker>The checkbox character for "moved".
Bring nested lines alongonSub-bullets, notes and sub-tasks move with their task.
Skip empty tasksonA checkbox with no text does not roll over.
Skip tasks already in the noteonNo repeats in today's note.
Finished markersxX-Checkbox characters that mean finished.
Only roll over tasks under these headingsnoneOne heading per line, such as ## Tasks.
Put them under this headingnoneA heading of today's note, such as ## Tasks. Empty means the end of the note.
Daily notes folder, date formatfrom the pluginOnly needed when no Daily notes plugin is on.

Commands

CommandWhat it does
Roll over unfinished tasks nowInto the daily note in front of you, or today's if you are elsewhere, from the most recent earlier daily note.
Roll over unfinished tasks from another daily notePick which earlier note to take them from, for example after a week away.
Gather unfinished tasks from past daily notes…Choose how far back to look, review the tasks by note, and move the ticked ones into today's note.
Undo the last rolloverPuts every note it changed back, a whole gather included. Only shown while there is something to undo.

Coming from Rollover Daily Todos

This plugin does what Rollover Daily Todos does, and adds the items above plus the moved marker and choosing another note to roll from. On first run it copies that plugin's settings (heading, delete, children, finished markers, automatic rollover), and Settings → Import from Rollover Daily Todos does it again at any time. Turn the old plugin off, or every new daily note gets its tasks twice.

Installation

In Obsidian, open Settings → Community plugins → Browse and search for "Task Rollover".

More plugins by Siulved54

PluginWhat it doesSource
Shared BlocksWrite a block of text once and reuse it in any note. Edit the source and every reference re-renders live.shared-blocks
Text Case and CleanupChange case, make camelCase or slugs, sort lines and remove duplicates, and repair text pasted out of a PDF, without touching code or URLs.text-format
Typography as You TypeCurly quotes, dashes and ellipses as you type, kept out of code and maths, with Backspace to take one back.smart-typography-plugin
Section NumberingNumber headings as an outline (1, 1.1, 1.2) and keep every link to them working when they renumber.section-numbering
Spreadsheet to TablePaste cells from Excel or Google Sheets as a Markdown table with a real header, insert CSV files, and copy tables back out.spreadsheet-to-table
Hybrid Line NumbersRelative and hybrid line numbers for Vim-style jumps, where a folded section counts as one line.hybrid-line-numbers
List Item CalloutsColour a single list item as a callout by starting it with a character such as &, ! or ?.list-item-callouts
Folder CountsSee how many notes or files each folder holds, right in the file explorer, with a vault total and folder exclusions.folder-counts
Note Reading TimeReading time of the current note or your selection in the status bar, optionally saved to a property.note-reading-time
Zoom Into SectionZoom into a heading or list item to see only it and its contents, with a breadcrumb bar to climb back out.zoom-into-section
Link Title on PastePaste a web address and get a Markdown link with the page's title, fetched in the background and undone in one step.link-title-on-paste
Update RadarChecks your installed community plugins for updates in the background, shows what changed, and flags the ones that look abandoned.community-update-checker
Dataview to BasesConvert Dataview queries into Bases blocks, and see which queries in your vault can be converted.dataview-to-bases
Line Editing CommandsDuplicate, join, sort and reverse lines, insert blank lines and jump to a line number, with multi-cursor support.line-editing-commands
Note Mover RulesMove notes into folders by ordered rules on tags, properties, titles and paths, with a preview before any bulk move.note-mover-rules
Tab HistoryKeeps each tab's back and forward history across restarts, and adds commands to move, maximize and close tabs.tab-history
URL CardsShows web addresses as cards with title, description and image, and reads existing cardlink blocks.url-cards
Vim ConfigLoads a vimrc-style file from your vault so your key mappings and editor commands are ready when vim mode starts.vim-config
Task ArchiveMoves completed tasks, with their sub-items, into an archive section or note.task-archive
Revisit LaterLink the current note into a future daily note, with a date typed in plain English, so it comes back when you want to review it.revisit-later
Explorer Colors PlusColor files and folders in the file explorer, with a palette, cascading to children, and import from File Color.explorer-colors-plus
Book LookupCreate book notes from Open Library or Google Books, with cover images, ISBN search and Book Search compatible templates.book-lookup
Web Search MenuSearch the web for selected text or the note title from the right-click menu, with engines you define.web-search-menu

All of them are in the community directory: Settings -> Community plugins -> Browse, then search for the name.

License

MIT

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