--- Alias: ["Investment Task", "Investment Task master"] Tag: ["Wealth", "Investment", "Equity", "Crypto", "Equity", "VC"] Date: 2021-08-17 DocType: "Confidential" Hierarchy: "Root" TimeStamp: location: [51.514678599999996,-0.18378583926867909] CollapseMetaTable: Yes --- Parent:: [[Finances]], [[@Investment master|Investments]] ---   ```button name Create New Task type note(New Task) template action Template Task id NewTask ``` ^button-InvNewTask ```button name Save type command action Save current file id Save ``` ^button-InvMSave   # Investment Tasks   ```ad-abstract title: Summary collapse: open This space centralises all tasks and to-dos for current and future investments. ```   ```toc style: number ```   ---   ### Task list   ```dataviewjs const {taskFunc} = customJS taskFunc.getAllTasks({app, dv, luxon, that:this, theme: "Wealth"}) ```   #### Review overdue ```dataviewjs const {taskFunc} = customJS taskFunc.getLateReviewTasks({app, dv, luxon, that:this, theme: "Wealth"}) ```   #### Delivery overdue ```dataviewjs const {taskFunc} = customJS taskFunc.getOverdueTasks({app, dv, luxon, that:this, theme: "Wealth"}) ```   ---   ### Todo list   **[[Crypto Tasks]]** ```ad-task title: Non recurring ~~~tasks not done is not recurring path includes Crypto Tasks sort by due hide backlink hide task count ~~~ ``` ```ad-task title: Recurring ~~~tasks not done is recurring path includes Crypto Tasks sort by due hide backlink hide task count ~~~ ```   **[[Equity Tasks]]** ```ad-task title: Non recurring ~~~tasks not done is not recurring path includes Equity Tasks sort by due hide backlink hide task count ~~~ ``` ```ad-task title: Recurring ~~~tasks not done is recurring path includes Equity Tasks sort by due hide backlink hide task count ~~~ ```   **[[VC Tasks]]** ```ad-task title: Non recurring ~~~tasks not done is not recurring path includes VC Tasks sort by due hide backlink hide task count ~~~ ``` ```ad-task title: Recurring ~~~tasks not done is recurring path includes VC Tasks sort by due hide backlink hide task count ~~~ ```   #### Overdue Todos ```dataview task from "06.02 Investments" where DocType = "Task" and DueDate < date(today) ```   #### Urgent Todos ```dataview task from "06.02 Investments" where DocType = "Task" and DueDate < date(today) + dur(3 days) ```   #### High priority ```dataview Task from "06.02 Investments" Where DocType = "Task" and Priority = "High" and DueDate >= date(today) ```   #### Completed To-Dos **[[Crypto Tasks]]** ```ad-task collapse: closed ~~~tasks done path includes Crypto Tasks sort by due hide backlink hide task count ~~~ ```   **[[Equity Tasks]]** ```ad-task collapse: closed ~~~tasks done path includes Equity Tasks sort by due hide backlink hide task count ~~~ ```   **[[VC Tasks]]** ```ad-task collapse: closed ~~~tasks done path includes VC Tasks sort by due hide backlink hide task count ~~~ ```