Automations Tab
The Automations tab contains settings to automate task management workflows, reducing manual work and improving efficiency.
Edit button action
| Input Field | Options | Default |
|---|---|---|
| Dropdown | Task Editor (Modal) - Opens task in floating dialog Task Editor (Tab) - Opens task in a new tab Task Editor (Window) - Opens task in external window Open note in new tab - Opens source file in new tab Open note in right split - Opens source file in right panel Open note in new window - Opens source file in new OS window Open note in hover-preview - Shows file in hover preview | Task Editor (Modal) |
Control what happens when you click the Edit button on a task card. Choose between:
- Editing within the plugin’s Task Editor (recommended for quick edits)
- Opening the source markdown file in various Obsidian locations
- Viewing in hover preview
Double click card action
| Input Field | Options | Default |
|---|---|---|
| Dropdown | None Task editor (window) Open note in new tab Open note in right split Open note in new window Open note in hover-preview | None |
Using this setting you can configure the action you want to have when you double click on the task item card.
Restrict task completion to child-tasks and sub-tasks
| Input Field | Default |
|---|---|
| Toggle | OFF |
This is a nice feature which helps you to restrict from marking any task as complete until its sub-tasks and child-tasks has been marked as completed.
Auto add selected universal date
| Input Field | Default |
|---|---|
| Toggle | OFF |
When enabled, the current universal date (selected in General settings) is automatically assigned to new tasks created via the “Add New Task” modal.
Auto Add Created Date
| Input Field | Default |
|---|---|
| Toggle | ON |
When enabled, today’s date is automatically added as the created date when you create a new task through the “Add New Task” modal.
This only applies to tasks created via the Task Board plugin. Tasks added directly to markdown files won’t get created dates unless you add them manually.
Auto Add Completed Date
| Input Field | Default |
|---|---|
| Toggle | OFF |
When enabled, the current date-time is automatically added to the completion date property when you mark a task as complete.
Auto Add Cancelled Date
| Input Field | Default |
|---|---|
| Toggle | OFF |
When enabled, the current date-time is automatically added to the cancelled date property when you mark a task as cancelled.
Daily notes plugin compatibility
| Input Field | Default |
|---|---|
| Toggle | OFF |
When enabled, the name of your daily note, which must be a proper date value, will be virtually applied as the universal date to the task.
See : Daily notes plugin integration.
Day Planner Plugin Compatibility
| Input Field | Default |
|---|---|
| Toggle | OFF |
This setting will only allow you to enable itself, if the Day planner plugin is installed and enabled.
When enabled:
- Task times display according to Day Planner format in markdown
- Changes in Day Planner reflect in Task Board
- Timeline integration becomes available
See : Day planner plugin integration.
QuickAdd Plugin Compatibility
| Input Field | Default |
|---|---|
| Toggle | OFF |
When enabled, allows integration with QuickAdd plugin for creating tasks through QuickAdd workflows.
See: QuickAdd Plugin Integration
Push notification compatibility
| Input Field | Options | Default |
|---|---|---|
| Dropdown | None Reminder plugin Obsi app | None |
Using this setting you can decide the format of the reminder property to use, to maintain a good integration with the other plugins/services you are using to get push notification functionality.