2.7 KiB

Raw Blame History Unescape Escape

Alias

Tag

Date

DocType

Hierarchy

TimeStamp

location

CollapseMetaTable

Investment Task

Investment Task master

Wealth

Investment

Equity

Crypto

Equity

2021-08-17

Confidential

Root

51.514678599999996

-0.18378583926867909

Yes

Parent:: Finances, @Investment master

name Create New Task
type note(New Task) template
action Template Task
id NewTask

^button-InvNewTask

name Save
type command
action Save current file
id Save

^button-InvMSave

Investment Tasks

title: Summary
collapse: open
This space centralises all tasks and to-dos for current and future investments.

style: number

Task list

	table Priority, Status, NextReviewDate as "Next Review Date", DueDate as "Due Date" from "Investments"
	where DocType = "Task"
	sort DueDate ascending, NextReviewDate ascending

Review overdue

	table NextReviewDate as "Next Review Date" from "Investments"
	where DocType = "Task" and NextReviewDate < date(today)
	sort NextReviewDate ascending

Delivery overdue

	table DueDate as "Due Date" from "Investments"
	where DocType = "Task" and DueDate < date(today)
	sort DueDate ascending

Priority tasks

	Table Priority, DueDate as "Due Date" from "Investments"
	Where DocType = "Task" and DueDate >= date(today) and Priority = "High"
	Sort DueDate ascending

Todo list

Crypto Tasks

not done
path includes Crypto Tasks
sort by due
hide backlink
hide task count

Equity Tasks

not done
path includes Equity Tasks
sort by due
hide backlink
hide task count

VC Tasks

not done
path includes VC Tasks
sort by due
hide backlink
hide task count

Overdue Todos

	task from "Investments"
	where DocType = "Task" and DueDate < date(today)

Urgent Todos

	task from "Investments"
	where DocType = "Task" and DueDate < date(today) + dur(3 days)

High priority

	Task from "Investments"
	Where DocType = "Task" and Priority = "High" and DueDate >= date(today)

Completed To-Dos