> ## Documentation Index
> Fetch the complete documentation index at: https://docs.glyphformac.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Management

> Track and organize tasks across all your notes with three focused views

Glyph's task management system extracts checkboxes from your markdown notes and organizes them into three views: **Inbox**, **Today**, and **Upcoming**. Tasks stay embedded in your notes while appearing in these aggregated views.

## Overview

Tasks are standard markdown checkboxes:

```markdown theme={null}
- [ ] Review quarterly goals
- [x] Submit expense report
- [ ] Call vendor about renewal
```

Glyph automatically indexes these and makes them queryable across your entire space.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/sidhuk-glyph-76/images/tasks-pane.png" alt="Task pane showing inbox, today, and upcoming views" />
</Frame>

## Task Views

### Inbox

The inbox shows **unscheduled tasks** grouped by their source note:

<Steps>
  <Step title="Groups by note">
    Tasks are organized under their parent note with the note title and path.
  </Step>

  <Step title="Click to navigate">
    Click the note header to jump to that note in your editor.
  </Step>

  <Step title="Triage from here">
    Schedule tasks for today or upcoming dates directly from the inbox.
  </Step>
</Steps>

**Use inbox for:**

* Newly captured tasks without dates
* Weekly reviews to schedule work
* Seeing all open tasks in context

### Today

The today view displays a **flat list** of tasks scheduled or due today:

* Tasks with `scheduled: YYYY-MM-DD` matching today
* Tasks with `due: YYYY-MM-DD` matching today
* Sorted by priority and note update time
* No grouping—pure action list

**Use today for:**

* Daily planning sessions
* Focused execution view
* Clearing today's commitments

### Upcoming

The upcoming view shows **future tasks** sorted by their next relevant date:

* Scheduled tasks appear by scheduled date
* If no scheduled date, sorted by due date
* Helps you plan ahead and prevent surprises
* Flat list sorted chronologically

**Use upcoming for:**

* Weekly planning
* Spotting date conflicts
* Balancing workload across days

<CardGroup cols={3}>
  <Card title="Inbox" icon="inbox">
    Unscheduled tasks grouped by note for triage
  </Card>

  <Card title="Today" icon="sun">
    Work scheduled or due today in a focused list
  </Card>

  <Card title="Upcoming" icon="calendar">
    Future tasks sorted by their next date
  </Card>
</CardGroup>

## Task Syntax

Tasks use standard markdown checkboxes with optional inline metadata:

### Basic Checkbox

```markdown theme={null}
- [ ] This is a task
- [x] This task is complete
```

### Task Status

Use alternate checkbox characters for custom statuses:

```markdown theme={null}
- [ ] Todo
- [x] Done
- [-] Cancelled
- [>] Forwarded
- [<] Scheduled
```

Glyph tracks the status character but primarily uses checked/unchecked state.

### Inline Dates

Add dates with special syntax anywhere in the task text:

```markdown theme={null}
- [ ] Review proposal 📅 2024-03-15
- [ ] Call client ⏳ 2024-03-10 📅 2024-03-12
```

* `📅 YYYY-MM-DD` or `due: YYYY-MM-DD` sets the due date
* `⏳ YYYY-MM-DD` or `scheduled: YYYY-MM-DD` sets the scheduled date

<Note>
  Both emoji and text formats work. Use what fits your workflow.
</Note>

### Priority

Add priority indicators:

```markdown theme={null}
- [ ] High priority task ⬆️
- [ ] Low priority task ⬇️
- [ ] Normal priority task
```

Priority affects sort order within the same date bucket.

### Sections

Tasks inherit the section (heading) they appear under:

```markdown theme={null}
## Q1 Objectives

- [ ] Launch new feature
- [ ] Hire engineer

## Q2 Objectives  

- [ ] Expand to EMEA
```

The task object includes the section name for context.

## Using the Task Pane

### Opening the Pane

Access tasks from:

* Sidebar navigation button
* Command palette (search "Tasks")
* Keyboard shortcut (configurable)

### Switching Views

Three pills at the top switch between inbox, today, and upcoming:

* Click a pill to activate that view
* Active view is highlighted
* Badge shows task count for current view

### Task Actions

<Tabs>
  <Tab title="Check/Uncheck">
    Click the checkbox to toggle completion state. Changes save immediately to the source note.
  </Tab>

  <Tab title="Schedule">
    Click the date icon to set or change scheduled/due dates via a date picker.
  </Tab>

  <Tab title="Open Note">
    Click the task text or note header to navigate to that note in the editor.
  </Tab>
</Tabs>

### Real-time Sync

Tasks update automatically:

* Checking a task updates the markdown file
* Editing a task in the note updates the pane
* Adding new tasks shows them immediately
* Deleting tasks removes them from the pane

## Task Row Layout

Each task row displays:

1. **Checkbox**: Click to toggle completion
2. **Task text**: The markdown content (without date metadata)
3. **Date badge**: Shows scheduled or due date if set
4. **Note path**: (Today/Upcoming only) Shows source note
5. **Section**: Parent heading context if available

### Task Row Example

```
┌─ [ ] Review quarterly goals          📅 Mar 15
│  projects/2024/strategy.md · Q1 Planning
└─
```

* First line: checkbox + task text + date
* Second line: note path + section

## Scheduling Tasks

### From the Task Pane

<Steps>
  <Step title="Click the date icon">
    Each task row has a calendar icon on the right.
  </Step>

  <Step title="Choose a date">
    Use the date picker to select a scheduled or due date.
  </Step>

  <Step title="Saves to markdown">
    Glyph updates the task's markdown line with the new date metadata.
  </Step>
</Steps>

### In the Editor

Add dates directly while writing:

```markdown theme={null}
- [ ] Call vendor scheduled: 2024-03-20
- [ ] Submit report due: 2024-03-18
```

The task pane updates immediately when you save.

### Scheduled vs Due

* **Scheduled date**: When you plan to work on it
* **Due date**: External deadline
* Tasks can have both, one, or neither

**Bucketing logic:**

* **Today**: Scheduled = today OR due = today
* **Upcoming**: Scheduled > today OR (no scheduled AND due > today)
* **Inbox**: No scheduled AND no due

## Task Grouping

### Inbox Grouping

Inbox tasks group by their source note:

```
📄 projects/client-work.md
   - [ ] Send proposal
   - [ ] Schedule kickoff

📄 personal/home.md
   - [ ] Fix leaky faucet
   - [ ] Call electrician
```

Click the note header to open that note.

### Flat Views

Today and Upcoming use flat lists sorted by:

1. **Date** (scheduled or due)
2. **Priority** (high → normal → low)
3. **Note updated time** (most recent first)

No grouping allows laser focus on chronological order.

## Filtering Tasks

Configure task sources in Settings → Tasks:

### Source Modes

<Tabs>
  <Tab title="All Notes">
    Index tasks from every note in your space.
  </Tab>

  <Tab title="Specific Folders">
    Choose which folders to include. Tasks from other folders won't appear.
  </Tab>
</Tabs>

### Example: Work/Personal Split

Create two Glyph spaces:

* **Work space**: All task folders enabled
* **Personal space**: Only personal folders enabled

Or use a single space with folder filtering to separate contexts.

## Task Indexing

Glyph uses SQLite to index tasks:

* **Automatic**: New tasks appear within seconds
* **Incremental**: Only changed notes are re-indexed
* **Efficient**: Handles thousands of tasks across hundreds of notes

### Manual Rebuild

If tasks seem out of sync:

1. Open Settings → General
2. Click "Rebuild Index"
3. Wait for completion

This re-scans all notes and rebuilds the task database.

## Task Properties

Each task object includes:

| Property         | Description                                 |
| ---------------- | ------------------------------------------- |
| `task_id`        | Unique identifier - note path + line number |
| `note_id`        | Parent note identifier                      |
| `note_title`     | Title of the source note                    |
| `note_path`      | Relative path to the note                   |
| `line_start`     | Line number in the markdown file            |
| `raw_text`       | Full markdown line                          |
| `checked`        | Boolean completion state                    |
| `status`         | Checkbox character: space, x, -, >, or \<   |
| `priority`       | Integer: -1 low, 0 normal, 1 high           |
| `due_date`       | ISO date string or null                     |
| `scheduled_date` | ISO date string or null                     |
| `section`        | Parent heading text or null                 |
| `note_updated`   | Note's last modified timestamp              |

## Keyboard Shortcuts

| Shortcut          | Action            |
| ----------------- | ----------------- |
| Click checkbox    | Toggle completion |
| Click task text   | Open source note  |
| Click date icon   | Edit dates        |
| Click note header | Navigate to note  |
| Refresh button    | Reload tasks      |

## Best Practices

1. **Use inbox for capture** - Write tasks in notes, triage from inbox
2. **Schedule daily** - Start each day by reviewing today view
3. **Plan weekly** - Use upcoming to balance your week
4. **Keep tasks in context** - Don't extract tasks to separate files
5. **Leverage sections** - Use headings to add context to task groups
6. **Set realistic dates** - Only schedule what you can complete
7. **Review regularly** - Weekly inbox zero keeps tasks manageable

## Common Workflows

### Daily Planning

<Steps>
  <Step title="Review inbox">
    Open inbox view and schedule high-priority tasks for today.
  </Step>

  <Step title="Check today view">
    Confirm today's list is achievable.
  </Step>

  <Step title="Work through list">
    Check off tasks as you complete them.
  </Step>

  <Step title="End of day review">
    Reschedule incomplete tasks to tomorrow or upcoming.
  </Step>
</Steps>

### Weekly Review

<Steps>
  <Step title="Clear inbox">
    Schedule all inbox tasks or delete ones no longer relevant.
  </Step>

  <Step title="Review upcoming">
    Ensure next week's tasks are realistic and prioritized.
  </Step>

  <Step title="Check overdue">
    Reschedule or complete tasks with past due dates.
  </Step>
</Steps>

### Project Management

```markdown theme={null}
# Project: Website Redesign

## Planning
- [ ] Wireframe homepage scheduled: 2024-03-10
- [ ] Review with team due: 2024-03-12

## Design  
- [ ] Create mockups scheduled: 2024-03-15
- [ ] Get client feedback due: 2024-03-18

## Development
- [ ] Build prototype scheduled: 2024-03-20
- [ ] Deploy to staging due: 2024-03-25
```

Tasks appear in the task pane organized by date, while remaining in the project note.

## Integration with Notes

Tasks stay in your notes where they belong:

* **Meeting notes**: Action items from discussions
* **Project plans**: Milestones and deliverables
* **Daily notes**: Today's tasks and intentions
* **Research**: Next steps and follow-ups

The task pane is a **view**, not a separate system.

## Limitations

* Tasks must be in markdown files (not other formats)
* Only checkboxes at the start of list items are recognized
* Nested tasks (sub-items) are treated as independent tasks
* No recurring task syntax (yet)
* Maximum 2000 tasks per view (configurable)

## Related Features

* [Daily Notes](/features/daily-notes) - Template for daily task planning
* [Tags & Search](/features/tags-search) - Find tasks by content
* [Database Views](/features/databases) - Organize notes with tasks
* [Markdown Editor](/features/markdown-editor) - Edit tasks inline in your notes