EasyTasks

EasyTasks is a reusable task dashboard starter for Obsidian. It combines daily notes, Dataview queries, fixed-task synchronization, and an optional HTML control panel into a single workflow that can be copied into a new or existing vault.

EasyTasks 是一个面向 Obsidian 的通用任务仪表盘 starter。它把每日日报、Dataview 查询、固定任务同步，以及可选的 HTML 控制台整合为一套可直接部署到新旧 Vault 中的任务工作流。

Overview | 简介

English

EasyTasks is designed for people who want a practical task system inside Obsidian without building everything from scratch. It keeps markdown files as the source of truth, supports Dataview-based dashboarding, lets you add tasks directly into daily notes, and provides an optional local web panel for interacting with the same markdown files outside Obsidian.

中文

EasyTasks 适合希望在 Obsidian 内构建可用任务系统、但不想从零搭建整套方案的用户。它以 markdown 文件作为唯一真实数据源，支持基于 Dataview 的任务仪表盘、将任务直接写入日报，并提供一个可选的本地 Web 控制台，用于在 Obsidian 外操作同一批 markdown 任务。

Key Features | 核心能力

Daily notes remain the source of truth.
Dataview dashboard queries exclude template files by default.
Task checkboxes in the dashboard can write back to source files.
Missing daily notes can be created automatically from the template.
Fixed tasks are managed from one JSON file and synced into both template and daily notes.
An optional local HTML dashboard can read and write the same markdown task files.
Cancelled tasks can be represented explicitly and excluded from active queues.
The packaged dashboard can stay scoped to its own folder tree when developed inside a larger vault.
每日日报仍是任务数据的唯一真实来源。
仪表盘默认排除模板目录中的任务，避免统计污染。
仪表盘中的任务勾选可直接回写源文件。
如果目标日报不存在，可以按模板自动创建。
固定任务统一由一个 JSON 文件管理，并同步到模板和指定日报。
可选的本地 HTML 控制台可直接读写同一批 markdown 任务文件。
可显式表示取消任务，并将其排除在活跃队列之外。
当该 starter 作为子目录在更大的 Vault 中开发时，仪表盘可保持对自身目录树的作用域隔离。

Package Contents | 包含内容

starter-kit/dashboard/Task Dashboard.md
- Main dashboard note for Obsidian, scoped to the package and including recent activity plus cancelled-task exclusion.
starter-kit/Templates/Daily Note Template.md
- Daily note template used by the quick-add flow.
starter-kit/DOC/fixed-tasks.json
- Source of fixed tasks.
starter-kit/.obsidian/daily-notes.sample.json
- Sample Daily Notes settings.
starter-kit/.obsidian/templates.sample.json
- Sample Templates settings.
starter-kit/.obsidian/plugins/dataview/data.sample.json
- Sample Dataview settings.
starter-kit/.obsidian/snippets/task-dashboard.css
- CSS snippet for dashboard styling.
starter-kit/sync-dashboard/index.html
- HTML dashboard UI.
starter-kit/sync-dashboard/server.js
- Local Node server for HTML dashboard read/write.
docs/DEVELOPMENT_WORKFLOW.md
- Generic maintenance workflow.
skills/obsidian-easytasks-dev/SKILL.md
- Development skill for extending the package.
skills/obsidian-easytasks-maintenance/SKILL.md
- Maintenance skill for troubleshooting and upkeep.
skills/obsidian-easytasks-repo-sync/SKILL.md
- Synchronization skill for mirroring generic WRITINGS updates into EasyTasks.

Directory Layout | 目录结构

EasyTasks/
├─ README.md
├─ docs/
│  └─ DEVELOPMENT_WORKFLOW.md
├─ skills/
│  ├─ obsidian-easytasks-dev/
│  │  └─ SKILL.md
│  ├─ obsidian-easytasks-maintenance/
│  │  └─ SKILL.md
│  └─ obsidian-easytasks-repo-sync/
│     └─ SKILL.md
└─ starter-kit/
   ├─ .obsidian/
   │  ├─ daily-notes.sample.json
   │  ├─ templates.sample.json
   │  ├─ plugins/dataview/data.sample.json
   │  └─ snippets/task-dashboard.css
   ├─ Daily Notes/
   ├─ dashboard/Task Dashboard.md
   ├─ DOC/fixed-tasks.json
   ├─ sync-dashboard/
   │  ├─ index.html
   │  └─ server.js
   └─ Templates/Daily Note Template.md

Requirements | 环境要求

Required

Obsidian
Dataview plugin
Daily Notes core plugin
Templates core plugin

Optional

Node.js 18+ for the HTML sync dashboard

必需项

Obsidian
Dataview 插件
Daily Notes 核心插件
Templates 核心插件

可选项

Node.js 18+，用于运行 HTML 同步控制台

Deployment Guide | 部署指南

Option A: Recommended Standard Layout | 方案 A：推荐标准布局

This is the easiest setup. Copy everything under starter-kit/ into the root of your vault and keep the directory names unchanged.

这是最省事的部署方式。将 starter-kit/ 下全部内容复制到 Vault 根目录，并保持目录名称不变。

Target structure:

YourVault/
├─ .obsidian/
├─ Daily Notes/
├─ dashboard/
│  └─ Task Dashboard.md
├─ DOC/
│  └─ fixed-tasks.json
├─ sync-dashboard/
│  ├─ index.html
│  └─ server.js
└─ Templates/
   └─ Daily Note Template.md

Option B: Custom Layout | 方案 B：自定义布局

You can rename folders and files, but then you must update the hard-coded paths in:

starter-kit/dashboard/Task Dashboard.md
starter-kit/sync-dashboard/server.js
your Obsidian plugin settings

你也可以改目录和文件名，但改名后必须同步修改以下位置中的路径：

starter-kit/dashboard/Task Dashboard.md
starter-kit/sync-dashboard/server.js
Obsidian 对应插件配置

Step-by-Step Setup | 逐步安装步骤

1. Copy Files | 复制文件

Copy the following from starter-kit/ into your vault:

dashboard/Task Dashboard.md
Templates/Daily Note Template.md
DOC/fixed-tasks.json
.obsidian/snippets/task-dashboard.css
sync-dashboard/index.html
sync-dashboard/server.js

将 starter-kit/ 中以下内容复制到你的 Vault：

dashboard/Task Dashboard.md
Templates/Daily Note Template.md
DOC/fixed-tasks.json
.obsidian/snippets/task-dashboard.css
sync-dashboard/index.html
sync-dashboard/server.js

2. Configure Daily Notes | 配置 Daily Notes

Reference:

starter-kit/.obsidian/daily-notes.sample.json

Set:

folder: Daily Notes
format: YYYY-MM-DD
template: Templates/Daily Note Template.md

参考：

starter-kit/.obsidian/daily-notes.sample.json

建议设置：

folder: Daily Notes
format: YYYY-MM-DD
template: Templates/Daily Note Template.md

3. Configure Templates | 配置 Templates

Reference:

starter-kit/.obsidian/templates.sample.json

Set the templates folder to:

Templates

参考：

starter-kit/.obsidian/templates.sample.json

将模板目录设置为：

Templates

4. Configure Dataview | 配置 Dataview

Reference:

starter-kit/.obsidian/plugins/dataview/data.sample.json

Make sure:

Dataview is installed
DataviewJS is enabled

参考：

starter-kit/.obsidian/plugins/dataview/data.sample.json

请确认：

Dataview 已安装
DataviewJS 已开启

5. Enable the CSS Snippet | 启用 CSS 片段

Enable task-dashboard.css in Obsidian Appearance settings.

在 Obsidian 外观设置中启用 task-dashboard.css。

6. Open the Dashboard Note | 打开仪表盘

Open:

dashboard/Task Dashboard.md

Expected result:

overview cards render
quick-add panel renders
open task list is interactive
due queue renders

打开：

dashboard/Task Dashboard.md

预期结果：

概览卡片正常显示
快速新建面板正常显示
未完成任务列表可交互
截止日期队列正常显示

Reproducible Minimal Setup | 最小可复现部署

If you want to reproduce the system from scratch in a clean vault, follow this exact sequence:

如果你希望在一个全新的 Vault 中从零复现整套系统，可以严格按下面顺序操作：

Create a new empty Obsidian vault.
Enable Daily Notes and Templates.
Install Dataview.
Copy all files from starter-kit/ into the new vault root.
Apply the three sample JSON settings manually.
Enable the CSS snippet.
Open dashboard/Task Dashboard.md.
Create or open today's daily note once.
Add a task from the dashboard quick-add section.
Confirm the new task appears in Daily Notes/YYYY-MM-DD.md.
Toggle the task from the dashboard and confirm the checkbox writes back to the daily note.
Optionally create a cancelled task with - [-] and verify it does not appear in open queues.
新建一个空白 Obsidian Vault。
启用 Daily Notes 和 Templates。
安装 Dataview。
将 starter-kit/ 全部文件复制到新 Vault 根目录。
手动套用 3 份 sample JSON 的关键配置。
启用 CSS snippet。
打开 dashboard/Task Dashboard.md。
先创建或打开一次当天日报。
在仪表盘的快速新建区域添加一个任务。
确认该任务已写入 Daily Notes/YYYY-MM-DD.md。
在仪表盘中勾选该任务，并确认状态已回写到日报源文件。

HTML Sync Dashboard | HTML 同步控制台

What It Does

The HTML dashboard is a local companion UI. It reads and writes the same markdown files used by Obsidian.

HTML 控制台是一个本地辅助入口，它直接读写与 Obsidian 相同的 markdown 文件。

How to Run

From the vault root:

node sync-dashboard/server.js

Then open:

http://127.0.0.1:8765

在 Vault 根目录运行：

node sync-dashboard/server.js

然后打开：

http://127.0.0.1:8765

What to Verify

the page loads
KPI cards render
quick add writes into a daily note
fixed tasks can be added and synced
checkbox toggles write back to markdown
页面可正常打开
KPI 卡片正常渲染
快速新建可写入日报
固定任务可新增并同步
勾选框可回写 markdown

Task Format Contract | 任务格式约定

EasyTasks uses plain markdown task lines with lightweight markers:

- [ ] #project Ship the draft 🔺 due: 2026-03-15 -> 2026-03-13
- [ ] #DAILYFIXED [fixed_id::exercise] Move your body for 20 minutes -> 2026-03-13
- [x] Review weekly plan done: 2026-03-13 -> 2026-03-13

Meaning:

-> YYYY-MM-DD: created date
due: YYYY-MM-DD: due date
done: YYYY-MM-DD: completion date
cancel: YYYY-MM-DD: cancel date
#DAILYFIXED: fixed-task marker
[fixed_id::...]: stable sync identifier for fixed tasks

说明：

-> YYYY-MM-DD：创建日期
due: YYYY-MM-DD：截止日期
done: YYYY-MM-DD：完成日期
cancel: YYYY-MM-DD：取消日期
#DAILYFIXED：固定任务标记
[fixed_id::...]：固定任务同步使用的稳定标识

Cancelled task example:

- [-] Drop outdated draft cancel: 2026-03-23 -> 2026-03-20

取消任务示例：

- [-] Drop outdated draft cancel: 2026-03-23 -> 2026-03-20

Fixed Task Workflow | 固定任务工作流

Edit DOC/fixed-tasks.json.
Sync the template fixed-task block.
Sync a target daily note when needed.
Keep these markers unchanged:
- 
- 
编辑 DOC/fixed-tasks.json。
将固定任务同步到日报模板中的固定任务区块。
需要时再同步到指定日报。
保持以下标记不变：
- 
-

How the Dashboard Works | 仪表盘工作原理

Obsidian Dashboard

reads tasks from the vault with Dataview
excludes Templates/ from metrics
writes back through Dataview task interactivity
inserts new tasks into the ### New Tasks section

HTML Dashboard

scans markdown files directly
writes changed task lines back to disk
uses the same fixed-task source file
depends on the same heading conventions

Obsidian 仪表盘

通过 Dataview 读取 Vault 中的任务
统计时排除 Templates/
当 starter 作为子目录存在时，自动限制在当前 package 作用域内统计
依赖 Dataview 的任务交互能力回写源文件
将新任务插入到 ### New Tasks 区块

HTML 控制台

直接扫描 markdown 文件
将修改后的任务行直接回写到磁盘
使用相同的固定任务配置文件
依赖相同的标题结构约定

Troubleshooting | 排错

Dashboard is blank | 仪表盘为空白

Check:

Dataview is installed
DataviewJS is enabled
Task Dashboard.md paths still match your vault structure

检查：

Dataview 是否已安装
DataviewJS 是否已开启
Task Dashboard.md 中的路径是否仍与当前 Vault 结构一致

New tasks are inserted in the wrong place | 新任务插入位置不对

Check whether your daily note still contains:

## Tasks
### New Tasks

检查日报中是否仍保留：

## Tasks
### New Tasks

Fixed tasks do not sync | 固定任务不同步

Check:

DOC/fixed-tasks.json is valid JSON
the fixed-task markers still exist
template and daily note paths are unchanged or updated consistently

检查：

DOC/fixed-tasks.json 是否为合法 JSON
固定任务标记是否仍然存在
模板与日报路径是否未改名，或已同步更新相关代码路径

HTML dashboard cannot write back | HTML 控制台无法回写

Check:

Node.js version
server is started from the vault root
markdown files were not changed concurrently by another entry point

检查：

Node.js 版本
服务是否在 Vault 根目录启动
同一任务是否被其他入口同时修改

Development and Maintenance | 开发与维护

Use:

docs/DEVELOPMENT_WORKFLOW.md
skills/obsidian-easytasks-dev/SKILL.md
skills/obsidian-easytasks-maintenance/SKILL.md
skills/obsidian-easytasks-repo-sync/SKILL.md

维护时建议配合使用：

docs/DEVELOPMENT_WORKFLOW.md
skills/obsidian-easytasks-dev/SKILL.md
skills/obsidian-easytasks-maintenance/SKILL.md
skills/obsidian-easytasks-repo-sync/SKILL.md

Known Limits | 已知限制

The HTML dashboard assumes a single local Node process.
Concurrent edits from multiple entry points can still conflict.
Both dashboards currently rely on stable headings rather than a dedicated task-id system.
HTML 控制台默认假定由单个本地 Node 进程提供服务。
多入口同时修改同一任务时仍可能产生冲突。
当前两套入口都依赖稳定标题结构，而不是独立 task-id 体系。