Obsidian/06.02 Investments/@Investment Task master.md

cssclass	Alias	Tag	Date	DocType	ChildrenType	Hierarchy	TimeStamp	location	CollapseMetaTable
cards	Investment Task Investment Task master	💲 💰 📊 🪙 🦄	2021-08-17	Confidential	Task	Root			true

Parent:: @Finances, @Investment master

---

 

name Create Task
type append template
action NewFile
id CreateNote

^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 without id "[[" + file.name + "|" + replace(file.name, "@", "") + "]]" as "Name", Tag as "Tag" , "Next review on " + NextReviewDate as "Date", choice(NextReviewDate > date(today), "☑️ On track", choice(NextReviewDate < date(today), "⚠️ Review overdue", "🚦 Review today")) as "Review" from #💰
Where DocType = "Task"
sort NextReviewDate asc

 

---

 

Todo list

 

Crypto Tasks

[!task] Non recurring

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

#^Top

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

 

Urgent Todos

#^Top

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

 

High priority

#^Top

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

 

Completed To-Dos

#^Top 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
~~~

#^Top