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Task Management

Task management in Snippets is built on top of the core building blocks:

  • A task is simply a rich-text snippet with a title and a description.
  • The completion state of a task is represented by a dedicated task attribute attached to the snippet.
  • Task lists are dynamic collections with a filter that selects snippets based on their task attributes. Filter configurations can be refined further to include additional criteria such as due dates, start dates, priorities, and more.
  • A task can have any attributes you choose. For example, you can add a priority using a string-values schema, or define an estimated size such as small, medium, or large. This is where the flexibility of Snippets truly shines: you can tailor your task management workflow exactly to your needs.

Getting started​

Creating a task list​

Task lists live on dashboards. To create a task list, we first have to create a dashboard. Once created, click the small plus icon on the dashboard, which will show an item called “Create Task List”.

You will be asked to initialize Task Management. Behind the scenes, Snippets will create a task attribute schema. If you want, you can inspect it by visiting the Attribute Schema section in App Settings.

After initializing, you can initialize further attribute schemas to represent Due Dates and Priorities. You can tweak them (e.g. set custom colors and icons) in app settings.

We are now ready to create a task list. There are four options:

  • All Open — creates a dynamic collection filtering for tasks that are currently open.
  • Due Today — creates a dynamic collection filtering for open tasks with a due date set to today, as well as tasks that have no due date.
  • Due After Today — creates a dynamic collection filtering for all open tasks with a due date later than today.
  • Done — creates a dynamic collection filtering for all completed tasks.

Setting up a preferred layout​

You can now decide how you want to set things up. If you prefer a very simple workflow and don't plan to use due dates, you can simply create the “All Open” and “Done” task lists. This will give you two dynamic collections, which you can arrange however you like — for example, in a two-column layout