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2026-07-23 18:52:19 -04:00

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To insert the tasks base into a project:

  1. Open QuickAdd with CTRL + A
  2. Type Insert Tasks, the search result should be Insert⸬Tasks`
  3. Run
  4. Go into the filters of the newly created base and modify per project requirements
  5. Modify other aspects (like the columns shown) per project requirements

To start creating tasks:

  1. In the project directory, open QuickAdd (CTRL + A) and search for Create⸬Task.
  2. You will be prompted for a name, give it a sensible one that identifies the basic task scope and also how it falls into a sequence of tasks.
  3. Once the note is created, if it is going to contain subtasks, then Rick Click, go to Folder Note Commands, and click the create folder note option. Subtasks are inserted in much the same way. However, subtasks are intended to be the end of the structure and thus should never be folder notes.

Administrative note: Quickadd Insert⸬Tasks inserts 99 Toolkit/Templates/Project-Dashboards/Tasks.base.