Organize your notes

The notes tree used to be read-only: you could browse your folders and open a note, but a typo in a filename or a note dropped in the wrong folder meant leaving TaskForge to fix it. Now the tree is a real file manager. Create a folder, rename a note, drag a file into another folder, or delete a whole project's worth of notes, all without switching apps.

Where to find it

Long-press (phone) or right-click (Mac/iPad) any note or folder row in the notes tree. On the desktop rail, the small + button in the section header creates a folder at the top level; the same button appears at the top of the phone notes screen.

Rename

Choose Rename from the row's menu. The name field starts pre-filled and pre-selected, so typing immediately replaces it. A note's .md extension is never part of the field, only the title, so it can't be accidentally stripped.

If you rename a note that TaskForge currently recognizes as a daily note (its filename matches your configured daily-note format), you'll get a one-line warning first: the rename will go through, but the note stops being "today's note" for that date once you confirm.

Renaming or moving a note updates every other note's [[wikilink]] and every task's dependsOn/project reference that points at it, wherever it lives in your workspace. If anything was rewritten, a brief confirmation shows how many references changed and in how many files.

Move

On Mac/iPad: drag any row and drop it on a folder, or on the "Notes" section header to move it to the top level. A folder can't be dropped into itself or one of its own subfolders. On phone, and as a keyboard-only alternative on desktop, choose Move to... from the row's menu to pick a destination from a folder picker; moving a folder hides its own subtree from the picker so you can't create that same kind of loop.

Delete

Deleting a note or folder is no longer permanent. Where it goes depends on how your workspace is set up:

• Obsidian workspaces, on any platform: the note or folder moves into the vault's own .trash/ folder, matching how Obsidian itself recovers deleted files.
• TaskForge-only workspaces, on Mac: the item goes to the system Trash, the same one Finder uses. If macOS can't reach it for some reason, TaskForge falls back to the workspace's own .trash/ folder rather than deleting the file outright, and says so.
• TaskForge-only workspaces, on phone: the item moves into an app-managed .trash/ folder.

Deleting a folder removes it and everything inside it in one move (not file by file), so nothing is left half-moved if something goes wrong partway through. Before it happens, the confirmation shows how many notes are inside and how many open tasks they contain, so you know what you're about to lose track of. Any inline tasks in those notes are cleaned up the same way a single note's tasks are: removed from your tasks before the file itself moves.

Platform differences

Drag-and-drop to move a row is Mac/iPad only. On phone, the Move to... menu item does the same job through a folder picker. Where deleted items end up (vault .trash/, system Trash, or app-managed .trash/) depends on whether your workspace is set up for Obsidian or as a TaskForge-only workspace, per the table above, not on the phone-vs-desktop split itself.