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πŸ—‚οΈ Project view

Move up from single tasks to the whole project. Every project gets its own analytics panel, so you always know where things stand.

πŸ“Œ Detecting a project

The plugin detects a project from the type: project field in a note's frontmatter. A project is just a folder of notes β€” every task inside that folder is grouped into the project automatically.

How to create a project

1
Create the project index note

Create a new note in Obsidian (for example README.md) and put it at the root of the project folder.

2
Add the project metadata

Add type: project and your project details to the note's frontmatter:

Example frontmatter:
type: project
projectName: IT System Upgrade
status: In Progress
owner: Jane Doe

Project metadata fields

FieldDescriptionExample
typeFixed value: projectproject
projectNameProject nameIT System Upgrade
statusProject statusIn Progress / On Hold / Closed
ownerProject ownerJane Doe
clientClient nameAcme Manufacturing Group
budgetProject budget500000
milestoneKey milestoneGo-live 2026-09-01

πŸ“Š Project stats

The project view aggregates the task data behind the selected project β€” completion rate, task counts per status, hour totals and more.

How to view project stats

1
Open the Gantt chart

Open the Task Nexus Gantt panel from the Obsidian sidebar.

2
Switch to project view

Click the "πŸ—‚οΈ Project" button in the toolbar to switch to project view.

3
Pick your project

Click a project in the list β€” its stats panel appears on the right automatically.

What the stats panel shows

πŸ‘₯ Workload analysis

See how work is distributed across the people on the project, so you can spot an overloaded teammate before it becomes a problem.

How to view workload

1
Open project view

Switch the Gantt panel to project view.

2
Find the workload area

Look below the project stats panel for the Workload section. Each person shows:

πŸ’‘ Tip: workload figures are calculated automatically from the #role/mine and #src/me tags in your notes β€” there is nothing to fill in by hand.

βš™οΈ Column configuration

Table columns in the project view are configurable: choose which columns to show and rearrange their order.

1
Right-click the table header

Right-click the header of the project view table to open the column menu.

2
Choose the columns you need

Tick or untick columns such as Owner, Priority, Due date and Actual hours.

βš™οΈ Related settings

These options in the Task Nexus settings pane change how the project view behaves:

SettingDescriptionDefault
Project fieldFrontmatter field used to detect a projecttype: project
Project root folderRoot path where project notes live/ (whole vault)
Stats panel positionWhether the project stats panel sits on the left or the rightRight
Default sortDefault ordering of the project listBy name

πŸ’‘ Use cases

ScenarioHow to use it
Project reportingOpen the project stats panel and walk your manager through progress and risks
Team managementCheck workload per person and rebalance tasks while there is still time
RetrospectivesReview completion rate and hours to judge how efficient the project was
Managing several projectsSwitch between projects inside the project view without leaving the panel
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