Obsidian/06.02 Investments/@Investment Task master.md

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

 

	table Priority, Status, NextReviewDate as "Next Review Date", DueDate as "Due Date" from "06.02 Investments"
	where DocType = "Task"
	sort DueDate ascending, NextReviewDate ascending

 

Review overdue

	table NextReviewDate as "Next Review Date" from "06.02 Investments"
	where DocType = "Task" and NextReviewDate < date(today)
	sort NextReviewDate ascending

 

Delivery overdue

	table DueDate as "Due Date" from "06.02 Investments"
	where DocType = "Task" and DueDate < date(today)
	sort DueDate ascending

 

Priority tasks

	Table Priority, DueDate as "Due Date" from "06.02 Investments"
	Where DocType = "Task" and DueDate >= date(today) and Priority = "High"
	Sort DueDate ascending

 

---

 

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
~~~