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3.0 KiB

Alias Tag Date DocType Hierarchy TimeStamp location CollapseMetaTable
Investment Task
Investment Task master
Wealth
Investment
Equity
Crypto
Equity
VC
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

const {taskFunc} = customJS
taskFunc.getAllTasks({app, dv, luxon, that:this, theme: "Wealth"}) 

Review overdue

const {taskFunc} = customJS
taskFunc.getLateReviewTasks({app, dv, luxon, that:this, theme: "Wealth"}) 

Delivery overdue

const {taskFunc} = customJS
taskFunc.getOverdueTasks({app, dv, luxon, that:this, theme: "Wealth"}) 


Todo list

Crypto Tasks

title: Non recurring
~~~tasks
not done
is not recurring
path includes Crypto Tasks
sort by due
hide backlink
hide task count
~~~
title: Recurring
~~~tasks
not done
is recurring
path includes Crypto Tasks
sort by due
hide backlink
hide task count
~~~

Equity Tasks

title: Non recurring
~~~tasks
not done
is not recurring
path includes Equity Tasks
sort by due
hide backlink
hide task count
~~~
title: Recurring
~~~tasks
not done
is recurring
path includes Equity Tasks
sort by due
hide backlink
hide task count
~~~

VC Tasks

title: Non recurring
~~~tasks
not done
is not recurring
path includes VC Tasks
sort by due
hide backlink
hide task count
~~~
title: Recurring
~~~tasks
not done
is recurring
path includes VC Tasks
sort by due
hide backlink
hide task count
~~~

Overdue Todos

	task from "06.02 Investments"
	where DocType = "Task" and DueDate < date(today)

Urgent Todos

	task from "06.02 Investments"
	where DocType = "Task" and DueDate < date(today) + dur(3 days)

High priority

	Task from "06.02 Investments"
	Where DocType = "Task" and Priority = "High" and DueDate >= date(today)

Completed To-Dos

Crypto Tasks

collapse: closed
~~~tasks
done
path includes Crypto Tasks
sort by due
hide backlink
hide task count
~~~

Equity Tasks

collapse: closed
~~~tasks
done
path includes Equity Tasks
sort by due
hide backlink
hide task count
~~~

VC Tasks

collapse: closed
~~~tasks
done
path includes VC Tasks
sort by due
hide backlink
hide task count
~~~