Skip to main content

Frequently Asked Questions

Everything you need to know about TaskForge, from basic setup to advanced automation and premium features. Need help with Obsidian task management ? Check our complete guide.

Getting Started

How do I connect TaskForge to my Obsidian vault?

3-Step Setup Process:

  1. Open Settings: Launch TaskForge and navigate to Settings
  2. Connect Vault: Tap 'Connect Vault' and select your Obsidian vault folder
  3. Start Managing Tasks: TaskForge scans for tasks and you're ready to go!

TaskForge works with existing Obsidian Tasks plugin format or can work as a standalone task manager.

What task format does TaskForge use?

TaskForge uses the standard Obsidian Tasks plugin format:

Basic Examples:

    • This is a basic task
    • This is a completed task
    • Task with due date 📅 2024-01-15
    • Task with specific time 📅 2024-01-15 ⏰ 14:30
    • High priority task ⏫
    • Task with tags #work #urgent
    • Weekly review 🔁 every week
    • Quick reminder 🏁 delete

Task Statuses:

    • Todo (default)
    • Done/Completed
    • [-] Cancelled
    • [/] In Progress
    • [!] On Hold
    • [>] Planned

Priority Levels:

  • 🔺 Highest priority
  • ⏫ High priority
  • 🔼 Medium priority
  • 🔽 Low priority
  • ⏬ Lowest priority

Can I use TaskForge without Obsidian?

While TaskForge is designed for Obsidian users, it works with any markdown files that follow the standard task format. You can use it as a standalone task manager that saves tasks as markdown files.

Can I open TaskForge directly to a search from Shortcuts, Raycast, or Alfred?

Yes. The search deep link supports an optional q parameter, so you can land on a populated search instead of an empty one.

Format: taskforge:///?search=true&q=<your search text>

Examples:

  • taskforge:///?search=true&q=meeting opens search prefilled with "meeting"
  • taskforge:///?search=true&q=tax%20return (encode spaces as %20 or +)
  • taskforge:///?search=true&q=%23urgent for #urgent (encode # as %23 so it isn't read as a URL fragment)
  • taskforge:///?search=true still works and opens an empty search

Use it from iOS/macOS Shortcuts, Raycast quicklinks, Alfred workflows, Obsidian project notes, or browser bookmarks. The text is searched the same way as if you typed it: accent-insensitive, case-insensitive, matching task titles, descriptions, tags, contexts, and projects. A copyable example lives under Settings > Advanced > Deep Link Reference.

Task Management

How do I create a new task?

You can create tasks in three ways:

  1. Quick Add: Use the + button in TaskForge to quickly add tasks
  2. From Lists: Create tasks directly within your custom lists with default properties
  3. In Obsidian: Type - [ ] Task name in any Markdown file

Tasks created in either app will sync to the other automatically.

How do I set due dates and times?

Add due dates using the 📅 emoji followed by the date in YYYY-MM-DD format:

  • 📅 2024-01-15 for due date
  • 📅 2024-01-15 ⏰ 14:30 for specific time

You can also use TaskForge's date picker when creating or editing tasks.

Example: - [ ] Important meeting ⏫ 📅 2024-01-15 ⏰ 14:30

How do I set task priorities?

Use these emoji characters for priorities:

  • 🔺 Highest priority
  • ⏫ High priority
  • 🔼 Medium priority
  • 🔽 Low priority
  • ⏬ Lowest priority

Example: - [ ] Important meeting ⏫ 📅 2024-01-15

How do I use tags effectively?

Tags help organize your tasks:

  • Simple tags: #work #personal #urgent
  • Nested tags: #project/alpha #work/meetings (use forward slashes)
  • Emoji tags: #🚀rocket #🎯goal-2025 #🔥urgent (mix emojis with text)
  • Multiple tags: #work #urgent #followup

Use forward slashes to create hierarchical tag structures for better organization. Tags support emojis and international characters for more expressive organization. Tags can be filtered and searched across all tasks, and you can set default tags globally or per custom list.

How do recurring tasks work?

Set up recurring tasks using the 🔁 emoji:

  • 🔁 every day - Daily recurrence
  • 🔁 every week - Weekly recurrence
  • 🔁 every 2 weeks - Every two weeks
  • 🔁 every month - Monthly recurrence

Example: - [ ] Weekly review 🔁 every week 📅 2024-01-15

How do recurring task series work?

You can create a specific number of recurring tasks at once (e.g., "repeat 5 times"):

  1. Create a task with recurrence as normal
  2. Enable "Limit Recurrence" in the task editor
  3. Choose either:
    • Count limit: "Repeat X times" (e.g., 5 times)
    • End date: Tasks until a specific date

Benefits:

  • All tasks are created upfront for better planning
  • Progress tracking shows completion ratio (e.g., "3 of 5 completed")
  • Series management options for editing or deleting multiple tasks
  • Automatic series tags for organization (hidden from view)

What are "On Completion" actions?

On Completion actions let you control what happens to a task automatically after you complete it (after the 2-second countdown):

  • Keep (default) - Task remains in your files when completed
  • Delete - Task is automatically removed from your files when completed

This is perfect for temporary tasks, reminders, or recurring tasks where you don't want to clutter your files with completed items.

Usage:

  • Add 🏁 delete to have the task automatically deleted when completed
  • No flag needed for the default "keep" behavior

Examples:

    • Buy groceries 🏁 delete
    • Call John about meeting 🏁 delete

What is "Use filename as scheduled date"?

When enabled, tasks in files whose names match your daily note format automatically receive a scheduled date based on the filename. For example, tasks in 2024-03-19.md get a scheduled date of March 19, 2024, without you needing to add a date to each task. This mirrors the Obsidian Tasks plugin's "Use Filename as Default Date" feature.

How do I enable filename as scheduled date?

Two steps:

  1. Configure a daily note format in Settings > Vault & Storage > Daily Notes Format (e.g., YYYY-MM-DD)
  2. Toggle on "Use filename as scheduled date" in the same section

The toggle also appears in Settings > Inline Task Settings when using Obsidian Tasks format.

Does filename as scheduled date modify my files?

No. Inferred dates are runtime-only. They exist in the app but are never written back to your markdown files. Your notes stay exactly as you wrote them.

What happens if I add a due date or start date to a task with an inferred scheduled date?

The inferred scheduled date is removed. Inference only applies to tasks that have no dates at all (no due date, no scheduled date, no start date). Once you add any date, the inference stops for that task.

Can I add a time or duration to a task with an inferred date?

Yes. You can add a scheduled time (e.g., 2:00 PM) and a duration (e.g., 60 minutes) to a task with an inferred scheduled date. The inferred date provides the day, and you control the time.

What happens with recurring tasks in daily notes?

When you complete a recurring task that only had an inferred scheduled date, the next occurrence gets an explicit scheduled date based on the recurrence rule. This prevents the next occurrence from being stuck on the original filename date.

Which daily note date formats are supported for filename inference?

It uses your configured daily note format. Common formats include:

  • YYYY-MM-DD (e.g., 2024-03-19.md)
  • YYYYMMDD (e.g., 20240319.md)
  • DD-MM-YYYY (e.g., 19-03-2024.md)
  • [Daily Notes]/YYYY/MM/YYYY-MM-DD (e.g., Daily Notes/2024/03/2024-03-19.md)
  • Any format using YYYY, YY, MM, M, DD, D tokens with optional escaped text in [brackets]

What is "Inherit Tags from Frontmatter"?

When enabled, inline tasks (- [ ] format) automatically inherit tags from their file's YAML frontmatter. If a file has tags: [work, project-x] in its frontmatter, every inline task in that file will show those tags without you adding them to each task line. You can enable it in Settings > Inline Task Settings > Tag Inheritance.

Will inherited tags be written to my task line?

No. Inherited tags are display-only. They appear on the task in lists, filters, and detail views, but are never written back to your markdown file. Your files stay clean.

Can I remove an inherited tag from a specific task?

Not individually. Inherited tags come from the file's frontmatter and apply to all tasks in that file. To stop a tag from appearing, remove it from the file's frontmatter or move the task to a different file.

What happens to inherited tags when I archive a task?

Inherited tags are dropped when a task moves to a different file. The task will pick up the new file's frontmatter tags instead.

Do inherited tags work with custom task list filters?

Yes. If you filter by tag (for example, "show tasks with tag work"), tasks that inherit "work" from their file's frontmatter will be included in the results.

What frontmatter tag formats are supported for tag inheritance?

All common YAML tag formats work:

  • Inline lists: tags: [a, b]
  • Block lists: tags followed by indented items with dashes
  • Single values: tags: work
  • Comma-separated strings: tags: a, b, c

The # prefix is automatically stripped if present.

How do subtasks work?

TaskForge supports one level of subtasks with visual indentation:

Creating Subtasks:

  1. In Markdown: Indent tasks with 2+ spaces under a parent task
    • Project Alpha
      • Design mockups
      • Write documentation
  2. In TaskForge: Use the three dots menu on any task and select "Make Subtask"

Key Features:

  • Visual indentation in task lists
  • Parent-child relationship management
  • Subtasks must be in the same file as their parent
  • Context menu options for promoting/demoting tasks
  • Completion and deletion dialogs consider subtask relationships

How do I add a line break in a task description?

Press Enter while editing the description. Inline task descriptions now support multiple lines, so each press of Enter adds a soft line break instead of dismissing the keyboard.

This is a behavior change from older versions, where Enter dismissed the keyboard. If you used to rely on that behavior, tap outside the field (or move to another field) to save instead.

On disk, a multi-line description stays clean markdown. It's stored as one indented bullet underneath the task with each additional line indented one level deeper, which is the same structure Obsidian and other markdown renderers display as a single list item with wrapped text:

- [ ] Pick a camera for the trip
  - Needs to handle low light well
    Budget cap is $800
    Want something small enough to carry all day

Blank lines between paragraphs aren't supported inside a single description, TaskForge collapses them to a single line break on save. For richer multi-paragraph notes, promote the task to a TaskNote, which supports a full markdown body. Existing single-line descriptions keep working exactly as before.

How do I use Obsidian internal links in task titles?

TaskForge supports Obsidian's internal link syntax in task titles:

Link Formats:

  • Simple links: [[Page Name]] - displays as "Page Name" and links to that page
  • Display text links: [[Page Name|Custom Text]] - displays as "Custom Text" but links to "Page Name"

Examples:

    • Review [[Meeting Notes]] for action items
    • Update [[Project Plan|the project timeline]] with new dates
    • Check [[Tasks]] page for overdue items

Behavior:

  • Links appear blue and underlined in task titles
  • Clicking opens the linked page in Obsidian
  • Works with all existing task formatting (strikethrough for completed tasks, etc.)

Calendar View

How do I use the Calendar View?

The Calendar View provides a visual way to see and organize your tasks by date:

  1. Open Calendar: Tap the calendar icon in the top bar or use ⌘⇧C on Mac
  2. Navigate Months: Use the arrow buttons or swipe to change months
  3. Select Dates: Tap any date to see tasks for that day
  4. View Task Counts: Numbers on calendar dates show how many tasks you have

How do I filter by different date types?

The calendar supports multiple date types simultaneously:

  • Due Date: Tasks with 📅 due dates
  • Scheduled Date: Tasks with ⏳ scheduled dates
  • Start Date: Tasks with 🛫 start dates
  • Completion Date: When tasks were completed
  • Created Date: When tasks were first created

To filter:

  1. Tap the filter dropdown next to Today
  2. Select multiple date types you want to see
  3. Tasks will appear if they match ANY of the selected date types for that date

Can I create tasks from the calendar?

Yes! When you tap the + button while in Calendar View, new tasks will automatically have the selected calendar date pre-filled based on your current date filter selection.

Are there any limitations for free users in Calendar View?

Free users can view the calendar and see today's tasks, but full calendar functionality requires Premium:

Free Users:

  • Can view the current month's calendar
  • Can see task counts on calendar dates
  • Can view and manage today's tasks only
  • Can use all date filtering options

Premium Users:

  • Full date selection - tap any date to view its tasks
  • Month navigation - browse past and future months
  • Complete calendar functionality

This ensures TaskForge remains useful for everyone while providing enhanced productivity features for Premium users.

How do calendar deep links work?

You can link directly to specific dates in the calendar:

  • Calendar only: taskforge:///calendar
  • Specific date: taskforge:///calendar/2024-12-25

This is useful for automation tools like Shortcuts, Alfred, or Raycast.

What are Day, Week, and Month views?

TaskForge's calendar has three views you can switch between:

Day View: A single-day 24-hour time grid. Tasks and events appear as visual blocks at their scheduled time. Swipe left and right to navigate between days.

Week View: Multiple columns showing one day each. On phones you see 3 days, on tablets it adjusts automatically, and on desktop you see the full 7-day week. Includes a live now-line showing the current time.

Month View: An infinite-scroll month grid with dot indicators showing which days have tasks or events. On desktop, multi-day events display as colored bars spanning across week rows.

Switch views with the toggle in the calendar header, or press Cmd+1, Cmd+2, or Cmd+3 on macOS.

How do I set up calendar events in TaskForge?

Calendar events integration is a Premium feature. To enable it:

  1. Go to Settings and find Calendar Events
  2. Toggle the switch to enable calendar events
  3. Grant calendar permission when your device asks
  4. Your events will appear alongside tasks in all calendar views

TaskForge reads from your device's native calendar store, so it works with any provider that syncs to your device: Apple Calendar (iCloud, Exchange, Google, Yahoo), Google Calendar, Outlook, Exchange, CalDAV calendars, and more. If it appears in your phone's Calendar app, TaskForge can see it.

How do I create a calendar event in TaskForge?

You can create events in several ways:

  1. Quick Add Dialog: Tap the calendar icon in the keyboard bar to switch to event mode, then type your event details
  2. Long-press a time slot in Day or Week view to create an event at that time
  3. Drag across empty time slots on desktop to create an event with a specific start and end time
  4. Use the New Item screen and toggle to event mode in the app bar
  5. Press Cmd+N on macOS when the calendar is active

In event mode, you can set the title, date, time or time range, duration, location, calendar, and recurrence.

How does RSVP work for calendar events?

When you receive a calendar invitation, you can respond with one of four statuses: Accepted, Tentative, Declined, or Needs Action.

On Android, RSVP is handled directly inside TaskForge. On iOS and macOS, tapping the RSVP button opens the native calendar editor because Apple restricts RSVP changes to their own calendar UI.

Declined events appear dimmed with strikethrough text so you can still see them without them cluttering your schedule. Tentative events appear slightly faded. You can filter declined events on or off using the calendar filter.

What keyboard shortcuts work in the calendar?

On macOS, these keyboard shortcuts are available:

Cmd+Shift+C: Toggle between task list and calendar Cmd+1: Day view Cmd+2: Week view Cmd+3: Month view Cmd+T: Jump to today Cmd+\ or Cmd+Option+S: Toggle sidebar Cmd+Left/Right: Navigate to previous or next period Cmd+N: Create a new event

Navigation adapts to your current view: month view goes by month, day view by one day, and week view by the number of visible columns.

How do I hide birthdays and holidays from the calendar?

Birthdays, holidays, multi-day PTO blocks, and subscribed calendars often ship every entry as an all-day event, which crowds the agenda when you're trying to plan the actual hours of your day. Toggle them off in the calendar's filter sheet.

In the app: open the calendar, tap the filter icon, switch to the View options tab, and turn off Show all-day events. The agenda updates immediately and the setting syncs across your Apple devices via iCloud.

On widgets: each calendar widget instance has its own filter, so you can hide all-day events on a lock-screen widget while leaving them on for a home-screen calendar. Long-press the widget and choose Edit Widget on iOS/iPadOS/macOS, or tap the gear icon on Android, then turn off Show All-Day Events.

Timed events are unaffected. Multi-day all-day events disappear from every day they span, not just the start day.

How do I focus the agenda on just one day instead of an infinite scroll?

Switch the calendar into single-day agenda mode. Open the calendar, tap the filter icon, switch to the View options tab, and turn on Show only the selected day. The agenda will show only the date you've tapped in the calendar grid above and re-anchor instantly when you tap a different day.

This is also a real performance setting. The default agenda mounts about 50 day sections at once and keeps fetching more as you scroll. Single-day mode mounts exactly one section, so on large vaults switching days and opening the calendar both feel noticeably snappier. The calendar grid (month, week, or day) is unaffected and still shows dot indicators and event chips across the visible range. The setting is per-account, syncs via iCloud on Apple devices, and persists between launches.

Can I join a Zoom, Google Meet, Teams, or Webex call from a calendar event?

Yes. Right-click an event on desktop or long-press it on mobile (or open the event and tap the three-dots overflow menu) to find Join meeting and Copy meeting link. Both actions appear only when the event has a recognized conferencing URL anywhere in the location, URL, or description fields. That covers Zoom, Google Meet, Microsoft Teams, and Webex. Generic URLs are intentionally ignored so you don't accidentally open the wrong link.

The same menu also has Duplicate Event, which opens the editor pre-filled with the original's title, time, location, attendees, reminders, and conferencing details, ready for you to adjust the date or any other field before saving as a brand new event. Handy for one-off planning meetings cloned from yesterday's standup, for example.

Premium Features

How do I create custom lists?

  1. Go to the Custom Lists tab
  2. Tap the + button
  3. Name your list and set up filters
  4. Configure grouping and sorting options
  5. Use the preview feature to see how it looks
  6. Save your list

You can create unlimited custom lists with Premium.

Can I duplicate an existing custom list?

Yes! Long-press any custom list and select 'Duplicate' to create a copy. This is useful for creating variations of existing lists with slight modifications to filters or settings.

What can I filter by in custom lists?

You can filter tasks by:

  • Due dates (overdue, today, this week, etc.)
  • Completion status (todo, done, cancelled)
  • Priorities (any combination of the 5 levels)
  • Tags with dual filtering modes:
    • "includes tag" / "does not include tag" for exact tag matches
    • "has text" / "does not have text" for partial tag text matching
    • Interactive tag picker for easy selection from your existing tags
  • Files (specific files or folders by path or name)
  • Text content (search within task titles with operators like "contains", "starts with", "ends with", "is empty")
  • Recurrence patterns (recurring vs. non-recurring tasks, recurrence units, intervals)

Use AND/OR logic to create complex filtering conditions with multiple filter groups.

How do I use AND/OR logic in filters?

Create filter groups with different logic:

  • AND groups: All conditions must be true
  • OR groups: Any condition can be true
  • Mix and match groups for complex filtering

Can I set default properties for custom lists?

Yes! In the list editor, you can set:

  • Default tags that are automatically added to new tasks
  • Default due dates with multiple options:
    • None
    • Today
    • Today + X days (customizable offset)
    • Specific date
  • Default file location for new tasks (optional custom file path)

How do I control which task properties are visible?

You can customize task property visibility in two ways:

  • Globally: Go to Settings > Appearance to control which properties appear for all tasks
  • Per Custom List: In the custom list editor, configure which properties show for tasks in that specific list

This lets you show only the information you need for different workflows and contexts.

How do collapsible group sections work?

When you have grouping enabled in a custom list:

  • Group headers are clickable/tappable to expand or collapse sections
  • Collapsed state is remembered per list
  • Helps focus on specific groups while hiding others
  • Works with all grouping types (status, priority, due date, etc.)
  • Visual indicator shows whether a group is expanded or collapsed

This is especially useful for lists with many groups or when you want to focus on specific categories of tasks.

How do I use the Kanban view?

Kanban view lays your grouped tasks out as a visual board:

Setting Up Kanban View:

  1. Create or edit a custom list
  2. Enable grouping (by status, priority, tags, due date, or file)
  3. Toggle on "Kanban Mode" in the Grouping section
  4. Save your list - tasks now appear as cards in columns

Kanban Power Features:

  • Drag & Drop Column Reordering: Long-press any column header and drag to reorder
  • Collapsible Columns: Tap column headers to collapse/expand
  • Smart Column Memory: Column order and collapsed states are remembered per list
  • Visual Task Cards: See all task properties at a glance
  • Works with ANY Grouping: Group by status, priority, tags, or due date
  • Responsive Design: Automatically adjusts between devices

How does Kanban column reordering work?

Kanban column reordering gives you complete control over your workflow visualization:

How to Reorder Columns:

  1. Long-press (or click and hold) any column header
  2. Drag the column to your desired position
  3. Release to drop the column in its new location
  4. The new order is automatically saved

Key Benefits:

  • Workflow Customization: Arrange columns to match your process
  • Priority Organization: Put most important columns first
  • Persistent Layout: Column order is saved per list
  • Works with All Group Types: Reorder any grouping

How do I change between Compact and Comfortable layouts?

Go to Settings > Appearance and select your preferred layout:

  • Compact: Denser view with minimal spacing for seeing more tasks at once
  • Comfortable: Spacious view with enhanced visual consistency and easier reading

The layout setting applies globally across all task views and custom lists.

How do I set up notifications?

  1. Go to Settings > Notifications
  2. Enable notifications in your device settings
  3. Add custom notification times (e.g., 9:00 AM, 1:00 PM, 6:00 PM)
  4. Configure which lists show in app badge counts

You'll get notified about due dates, overdue tasks, and at your custom notification times.

How do I add a home screen widget?

iOS/iPadOS:

  1. Long press on your home screen
  2. Tap the + button
  3. Search for "TaskForge"
  4. Choose your widget size and add it
  5. Configure which custom list to display

macOS:

  1. Right-click on your desktop
  2. Select "Edit Widgets"
  3. Click the + button
  4. Search for "TaskForge"
  5. Choose your widget size and add it

Android:

  1. Long press on your home screen
  2. Select "Widgets"
  3. Find and add TaskForge widget
  4. Configure your preferred custom list

What's included with Premium?

• Unlimited custom lists with advanced filtering

  • Custom notification times
  • Home screen widgets on all platforms
  • Default tags for lists and global settings
  • Advanced task property customization
  • Enhanced accent color picker with hex code input
  • Full calendar date selection and month navigation

Premium is a universal purchase for iOS, iPadOS, and macOS. Android and other platforms may have separate purchase requirements.

Can I share my Premium purchase between devices?

Premium sharing depends on your device ecosystem:

Between Apple Devices (iOS, iPadOS, macOS): Yes! Your Premium purchase automatically syncs across all your Apple devices through iCloud.

Between Android Devices: Yes! Your Premium purchase syncs across Android devices through Google Play.

Between Apple and Android: No, Premium purchases cannot be shared between Apple and Android devices due to TaskForge's privacy-first architecture. We store zero information about users on our servers - no accounts, no tracking, no data collection.

This privacy-first approach means there's no way to link your identity across different platform ecosystems without compromising our core principle: your data stays yours.

What is Task Peek?

Task Peek is a floating overlay that appears when you tap any task in a list or calendar view. It shows a quick preview with full editing capabilities: you can change the title, status, priority, dates, duration, tags, and description without navigating away from your current screen.

Changes save automatically. Use arrow keys to navigate between tasks on desktop. Swipe down to dismiss. Tapping a calendar event opens an event peek with RSVP status, location, attendees, and conference links.

Task Peek is enabled by default. You can turn it off in Settings > Task Display > Task Peek.

How do I use time blocking with TaskForge?

Time blocking lets you assign durations to tasks so they appear as visual blocks on the calendar grid.

To set a duration:

  1. Type a duration in Quick Add: "90m", "1h30m", or "for 2 hours"
  2. Type a time range: "10am-2pm" automatically calculates a 4-hour duration
  3. Set it manually in the task editor's duration field
  4. Drag to create on desktop: click and drag across time slots to define the time block

Tasks with durations span the appropriate height on the Day and Week time grids. Tasks without a duration default to a 30-minute visual block. Multi-day blocks (for example, a task at 8 PM with a 6-hour duration) split across day boundaries automatically.

What happens if my Premium subscription lapses?

Your custom settings, lists, themes, notification preferences, and all other configurations are safely preserved. Premium features become unavailable at the UI level, but nothing is reset or deleted.

When you re-subscribe, all your settings are restored instantly with zero reconfiguration needed. You do not have to set anything up again.

How do I create events from Quick Add?

In the Quick Add dialog, tap the calendar icon in the keyboard accessory bar (iOS and Android) or the toggle button at the bottom of the dialog to switch to event mode. This is only available when calendar events are enabled (Premium).

In event mode, the parser extracts event-specific properties: title, date, time or time range, duration, location, and calendar. Type "/" to select which calendar to save the event to from a dropdown list.

The keyboard characters change in event mode. Instead of task shortcuts like # for tags and ! for priority, you get @ for location and / for calendar selection.

TaskNotes Integration

What is TaskNotes and how does it work in TaskForge?

TaskNotes is an Obsidian plugin that uses a one-task-per-file approach with YAML frontmatter for metadata. TaskForge now supports reading and creating TaskNotes format tasks alongside regular inline Obsidian tasks.

Key Concepts:

  • Each task is a separate markdown file
  • Task metadata is stored in YAML frontmatter
  • Task description goes in the file body
  • Works alongside inline tasks in the same lists

How do I enable TaskNotes in TaskForge?

  1. Go to Settings > Task Types
  2. Toggle 'Task Files'
  3. Choose how to identify TaskNotes files: • By Tag: Files with a specific tag (e.g., 'tasknote') • By Property: Files with a specific frontmatter property
  4. Set a default folder for new TaskNotes
  5. Optionally enable 'Use TaskNotes as default' for new tasks

What TaskNotes fields does TaskForge support?

TaskForge supports all major TaskNotes fields:

Core Fields:

  • title: Task title (required)
  • status: open, in-progress, done, cancelled, on-hold, planned
  • priority: highest, high, normal, low, lowest

Date Fields:

  • due: Due date (YYYY-MM-DD or ISO format)
  • dueAt: Due time (HH:MM format)
  • scheduled: When you plan to work on it
  • start: When the task becomes available

Other Fields:

  • tags: List of tags for organization
  • recurrence: Recurrence pattern
  • completedDate: When task was completed

Can I use both TaskNotes and inline tasks?

Yes! TaskForge handles both formats:

  • Inline Tasks: Traditional Obsidian Tasks format within markdown files
  • TaskNotes: One-task-per-file with YAML frontmatter

Both types appear in your task lists and can be filtered, sorted, and managed together.

How do I create a new TaskNotes task?

When TaskNotes is enabled:

  1. Quick Method: Use the task type selector when creating a task to switch to TaskNotes format
  2. Default Method: Enable 'Use TaskNotes as default' in settings
  3. File Location: New TaskNotes are created in your configured default folder
  4. File Naming: Files are automatically named based on the task title

How do I identify which files are TaskNotes?

TaskForge offers two flexible identification methods:

Option 1: By Tag

  • Set a specific tag (e.g., 'tasknote')
  • Any file with this tag in its frontmatter is treated as a TaskNotes file

Option 2: By Property

  • Set a property name (e.g., 'type', 'category')
  • Optionally set a property value (e.g., 'task')
  • Files matching this property are identified as TaskNotes

Sync & Files

Does TaskForge work with Obsidian Sync?

Yes! TaskForge works perfectly with Obsidian Sync. On iOS, you may need to open Obsidian first to trigger a sync before TaskForge can see the latest changes.

How do I find my Obsidian vault when using Obsidian Sync on iOS?

When you open TaskForge and select "Use Existing Obsidian," an iOS file chooser appears. To find your vault:

  1. Keep tapping the back arrow until you reach the "Browse" screen
  2. Navigate to "On My iPhone" (or "On My iPad")
  3. Open the "Obsidian" folder
  4. Your vault should be inside that folder

Obsidian Sync stores vaults locally on your device under the Obsidian app directory, not in iCloud Drive. Once you select the vault folder, TaskForge will connect and start scanning your tasks.

How do I organize tasks in different files?

TaskForge respects your file organization:

  • Set a default file for new tasks in Settings
  • Enhanced file selection with built-in file browser
  • Create new files and folders directly within the app
  • Set custom file paths for individual tasks or per custom list
  • Exclude specific folders from scanning
  • Filter and sort tasks by file path or name

How do I use the file picker?

The enhanced file picker lets you browse and manage files within your vault:

  1. Access: Click the folder icon next to any file path field
  2. Browse: Navigate through your vault's directory structure
  3. Select files: Choose existing markdown files
  4. Create new content: Create new files and folders directly
  5. Quick navigation: Jump between directories

What if TaskForge can't access my files?

If TaskForge can't access your vault files, try these steps:

All Platforms:

  1. Check that you've granted folder access permissions
  2. Try re-selecting your vault folder in Settings
  3. Pull down to refresh the task list
  4. Restart the app

iOS/macOS:

  • Re-select your vault folder to refresh the security bookmark
  • Check that iCloud Drive is enabled if using iCloud sync
  • Verify the vault hasn't been moved or renamed

Android:

  • Grant 'Manage External Storage' permission for Android 11+
  • Check storage permissions in device Settings > Apps > TaskForge
  • Use the document picker to reselect your vault folder

If the problem persists, try disconnecting and reconnecting the vault in Settings.

How do I use TaskForge with automation tools?

TaskForge supports URL schemes for integration with:

  • Shortcuts app (iOS/macOS)
  • Alfred workflows
  • Raycast extensions
  • Other automation tools

Create tasks automatically: taskforge:///new-task?name=Task%20Name&tags=work,urgent&dueDate=2024-01-15

Open specific lists: taskforge:///list/Work%20Tasks

How do I get direct links to tasks or lists?

• Tasks: Use the 🔗 icon in the Task Detail screen

  • Custom Lists: Use the 🔗 icon in the Custom List Editor
  • These links work from other apps and can be bookmarked

My tasks aren't showing up. What should I check?

If tasks aren't appearing:

  1. Check if the vault connection is working (Settings > Vault & Storage)
  2. Ensure files aren't in excluded folders
  3. Verify task format: - [ ] Task name
  4. Try refreshing by pulling down on the task list
  5. Check if the file is actually in your connected vault folder

The app is running slowly

Try these optimization steps:

Quick Fixes:

  • Restart the app to clear temporary memory issues
  • Check if you have very large markdown files (>10MB) and split them
  • Close other apps to free up system resources

Vault Optimization:

  • Exclude large folders that don't contain tasks (Settings > Vault & Storage > Task Filtering > Excluded Folders)
  • Archive completed tasks to a separate folder periodically
  • Keep your active vault under 10,000 tasks for best performance

Device Settings:

  • iOS/macOS: Enable Background App Refresh for TaskForge
  • Android: Disable battery optimization for TaskForge in device settings
  • Ensure you have adequate free storage space (1GB+)

TaskForge has significantly improved loading speed in recent versions, make sure you're on the latest version.

How do tag suggestions work?

TaskForge provides smart tag suggestions when adding tags:

  • Usage-based sorting: Most frequently used tags appear first
  • Real-time filtering: Suggestions filter as you type
  • Smart suggestions: The app learns from your tagging patterns
  • Easy selection: Tap suggested tags to add them instantly

Tasks aren't syncing between devices. How do I fix this?

For sync issues:

  1. Ensure both devices use the same vault folder
  2. Check your Obsidian Sync status
  3. On iOS: Open Obsidian to trigger sync
  4. Verify file permissions on all devices
  5. Try disconnecting and reconnecting the vault in Settings

Does TaskForge use my Obsidian daily note template?

Yes! When TaskForge creates a new daily note, it automatically detects and uses your configured template from the Daily Notes or Periodic Notes plugin. It also supports Templater variables like dates, file titles, and navigation links.

Supported:

  • Core variables: {{date}}, {{time}}, {{title}}
  • Templater: tp.date, tp.file, moment() formatting
  • YAML frontmatter, sections, and navigation links

Not supported:

  • Templater JavaScript execution blocks (<%* ... %>)
  • Interactive prompts (tp.system.prompt, tp.system.suggester)

Unsupported blocks are automatically removed so your note still looks clean.

How do I back up my task data?

Since TaskForge stores everything as markdown files in your vault, you have several backup options:

Automatic Backups:

  • Cloud Sync: iCloud Drive, Google Drive, or Dropbox automatically back up your vault
  • Obsidian Sync: Provides built-in versioning and backup
  • Time Machine (macOS): Includes your entire vault in automatic backups

Manual Backups:

  • Copy your vault folder to an external drive or separate cloud location
  • Create a ZIP archive of your vault periodically

Best Practices:

  • Keep at least 3 copies of your data across 2 different storage types
  • Don't rely on a single sync service as your only backup
  • Test restoring from backups occasionally to ensure they work
  • Archive completed tasks monthly to keep your active vault lean

Can I import tasks from other task managers?

TaskForge works with standard markdown task files, so you can import tasks from any app that exports to markdown or plain text.

Direct Compatibility:

  • Any markdown files using - [ ] Task format work immediately
  • Obsidian Tasks plugin format is fully supported
  • TaskNotes YAML frontmatter format is supported

From Other Apps:

  • Todoist, Things, Any.do: Export tasks as text, then save as .md files in your vault
  • Apple Reminders: Copy tasks into markdown files in your vault
  • Notion: Export pages as markdown and place them in your vault

Place any markdown files with tasks into your Obsidian vault folder, and TaskForge will detect them automatically on the next refresh.

Sharing

How do I share a task with someone?

Long-press any task and select Share from the context menu, or tap the share icon in the Task Detail screen. This opens your device's native share sheet with a formatted summary of the task including its status, priority, due date, tags, and a deep link back to TaskForge.

How do I create tasks from other apps?

Use your device's share sheet! In any app (Safari, Chrome, Notes, etc.), tap the share button and select TaskForge. You'll see a quick capture UI where you can edit the task title, see the shared URL, and choose which list to save it to. The task is created instantly, no need to wait for the app to load.

Can I choose which list a shared task goes to?

Yes! The share sheet shows all your custom lists as selectable chips. Just tap the list you want before saving. The task will respect that list's settings for inline tasks vs TaskNotes format.

What happens to shared tasks after I save them?

Tasks are written directly to your markdown files for instant availability. When you next open TaskForge, the app automatically processes the shared task with smart parsing, extracting dates, tags, priorities, and other metadata from the title.

Voice Assistants

Can I add tasks with Siri?

Yes! On iOS, you can say "Hey Siri, add buy groceries in TaskForge" or "Hey Siri, add call dentist to my work list in TaskForge". Siri will create the task in the background without opening the app. If you don't specify a list, it uses your default quick-add list.

Can I add tasks with Google Assistant?

Yes! On Android, you can say "Hey Google, add buy groceries to my inbox on TaskForge". Google Assistant uses App Actions to create tasks directly. You can also say "Show my tasks on TaskForge" or "Open search on TaskForge" to navigate to specific views.

Do my tasks show up in iOS Spotlight search?

Yes! All your active (non-completed) tasks are indexed in Spotlight. Just swipe down on your home screen and start typing a task title to find it instantly.

Ready to take your tasks everywhere?

Join 20,000+ Obsidian users who manage their tasks with TaskForge.

Still need help?

Can't find what you're looking for? Get in touch with our support team.