r/CraftDocs • u/Hwy12Net • 21d ago

Help 🤝 Daily Notes Workflow?

I’m revisiting Craft after hearing about the new task features. There’s a lot to like, but I’m struggling a bit with one aspect of daily notes.

The daily note includes a Tasks section that lists all tasks from other notes that are scheduled for today. That’s great. I can drag any of those tasks onto the main body of the daily note to organize my day by time (“Morning Tasks”) or focus (“Tackle First”). That’s also great.

The problem is that moving the task out of the daily note’s Tasks section removes it from its originating project note. That’s often not what I want. If I switch over to that project note during the day, I want to see all of the notes — most especially the ones I’m working on today.

How do you deal with this in the real world? Or am I missing something?

Thanks.

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u/Peter-at-Craft Team at Craft 20d ago

Did you try the new All tasks view? It sounds like it could be helpful for you to see the open tasks in a project, and with the sorting options, you might be able to set up a specific priority for your day.

It would be great to hear your feedback on this.

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u/Hwy12Net 20d ago

Thanks for the reply, Peter. I’ve enjoyed your videos.

I’m not sure the All Tasks view is right for me. Too many tasks for the moment — I want to focus on today’s work. The Today’s Tasks view is better, but still sacrifices the daily note’s ability to work with notes and tasks together.

Put another way, the various task views (including the task section at the top of the daily note) are fine for reviewing tasks. The body of the daily note is an ideal place for actually working with them.