Project Manager

by stepankropachev
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Score: 68/100

Description

The Project Manager plugin adds a full project layer inside your vault using Markdown files and frontmatter instead of an external service. It works across table, gantt and kanban views, so the same tasks can be edited as rows, timeline bars or status cards. Tasks support subtasks, dependencies, milestones, recurring schedules, due reminders, time estimates, logged work, assignees, tags and bulk actions. Projects can define their own fields, statuses, priorities and saved views, while scheduling rules can automatically shift dependent tasks when dates move. The plugin also imports existing notes as tasks, supports project creation from a note and can align with TaskNotes without destructive conversion. Collaboration stays file based, so vault sync tools and Git remain the storage and sharing layer.

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Stats

743
stars
80,350
downloads
84
forks
151
days
0
days
5
days
238
total PRs
5
open PRs
9
closed PRs
224
merged PRs
159
total issues
54
open issues
105
closed issues
593
commits

Latest Version

5 days ago

Changelog

Highlights

  • A new header: Switch projects, search, filter on any field, sort by several keys and pick the fields you see, all in one place. Set it up once, save it as a view, and come back to it in one click.
  • A board per team: Group the board by assignee, tag, or a custom field like "team", and see who is overloaded at a glance. (#392)
  • Filter by what you track: "Art tasks due this month with no assignee" is one filter now, custom fields included. (#216)
  • Sort like you think: Priority, then due date, then title, or... the other way around. (#196)
  • Only the fields you use: Working solo? Hide the assignee column, resize the rest, and choose what a card shows. (#217)
  • A timeline without weekends: Zoom from days to years with Ctrl+scroll, and drop weekends and holidays from the chart. (#338)
  • Fits a phone: The views now adapt to small screens, so planning on the go actually works.

Added

  • Added "Open as note" to the project overview and the tab's "More options" menu
  • Added parent project links and a project switcher to the top of the task views
  • The task views can now show hand-picked projects together, checked in the project switcher
  • Added "Expand all" and "Collapse all" to the table
  • Filters can now match custom fields, start dates, task types and titles
  • Filters can now exclude values, match empty fields, and compare numbers and date ranges
  • Custom fields can now be left out of the filter picker
  • Added a way back when filters hide every task, naming the filter to remove
  • Tables and boards can now sort by up to three keys
  • Table column headers can now add another sort key with Shift-click
  • Saved views can now be renamed, reordered, and starred as the view to open with
  • Added Ctrl+S (Cmd+S on macOS) to save changes to the current saved view
  • Boards can now put their columns by priority, assignee, tag, type, project, or a custom field
  • Board columns can now be reordered and hidden, and empty columns left out
  • Added the "Fields" menu for choosing table columns, kanban card fields, and timeline labels
  • Table columns can now be resized by dragging the edge of their header
  • The timeline can now zoom in and out, with the zoom buttons or Ctrl+scroll
  • The timeline can now leave out weekends and holidays, with holidays set per vault
  • The project list can now be searched, filtered by progress or tag, sorted, and grouped
  • Added saved views to the project list
  • The project list's columns can now be hidden and reordered from the "Fields" menu
  • Person notes can now set their avatar color with a color property

Changed

  • The board's "Group" button now names its field and highlights only after the columns are changed
  • Tab titles now show the whole project or task name instead of the first 10 characters
  • Project notes now open on their project page instead of in Obsidian's editor
  • The table now remembers its sort order after the view is closed and reopened
  • Redesigned the top of the task views into one row with a separate filter bar
  • The project list now shares the header row of the task views
  • Saved views now open from one menu instead of a row of buttons
  • Renamed the Gantt view to Timeline
  • The timeline scale is now kept per view and in saved views
  • Board cards now follow the sort order of the view
  • Changing a saved view now marks it unsaved instead of switching back to all tasks
  • Search text is no longer saved with a view. Saved views that searched now filter by title.
  • In a narrow pane, the header now folds its controls into "View options" and filters into a count
  • On phones, the header now takes two rows and the add button floats over the view
  • Table column widths set on a phone now stay on that phone
  • Tasks opened in a tab now navigate like note tabs, with back and forward history
  • Ctrl-clicking a link in a task description now keeps the task editor open
  • The project switcher now also chooses sub-projects, a folder, or all projects for the view

Removed

  • Removed the "Show subtasks" and "Show description preview" settings in favor of "Fields". Boards keep their choice.
  • Removed the projects button next to the project name in favor of the project switcher
  • Removed "Project" from the filter fields in favor of choosing projects in the project switcher

Fixed

  • Fixed a task note opened with "Open as note" never opening in the task editor again
  • Fixed project names wrapping under their icons when the project list is narrow
  • Fixed the timeline ending before the right edge of the pane when zoomed out
  • Fixed projects, statuses, and priorities with an invalid color breaking the color picker
  • Fixed tasks failing to save or losing their description after renaming their project (#359)
  • Fixed saved views losing their sort when saved, updated, or opened outside the table
  • Fixed the page for a missing task showing an icon name instead of the icon
  • Fixed icon buttons such as row actions and remove buttons not responding to Enter or Space
  • Fixed links to notes in a task description not opening when tasks open in a tab (#374)
  • Fixed long descriptions being cut off at the bottom while editing them in the task editor
  • Fixed "This project" opening a different project after widening the scope of the task views

README file from

Github

dotpm

Project management inside Obsidian. Table, Gantt timeline and Kanban board views over plain Markdown notes.

Obsidian community plugin Downloads License Donate

Install | Quick start | Docs | Website | Changelog

English | 简体中文

Project tools keep the plan in one app and the thinking about it in another. dotpm keeps both in the vault. A project is a note, a task is a note, and the table, the timeline and the board are three ways of looking at the same files.

  • Scheduling, not checkboxes. Tasks have start and due dates, dependencies drawn as arrows, and a Gantt timeline that moves dependents when a blocker slips.
  • Tasks are full notes. Each has a body, backlinks, tags and properties, so search, the graph, templates and Dataview all work on them.
  • Agents and scripts can work the board. A local HTTP and MCP server and a command line client edit the same notes the views do, so a coding agent can pick up a task, update it and close it.
  • Nothing to sign up for. Projects sync with whatever already syncs the vault, and a project folder can be diffed and reviewed in git like any other code.
  • Runs on desktop and mobile, and any view exports to one HTML file that opens without Obsidian.

Install

In Obsidian, open Settings > Community plugins > Browse, search for dotpm, install and enable it. Or open the listing directly.

Needs Obsidian 1.13 or newer. Works on desktop and mobile.

BRAT: install BRAT, choose Add beta plugin and enter dotpm/obsidian-pm.

Manual: download main.js, manifest.json and styles.css from the latest release into <vault>/.obsidian/plugins/project-manager/, then reload Obsidian and enable the plugin.

Quick start

  1. Click the timeline icon in the ribbon, or run dotpm: Open projects pane.
  2. Click New project, give it a name, and open it.
  3. Click Add task. Set a status, a due date, an assignee, whatever you need.
  4. Switch between Table, Timeline and Board from the last part of the path at the top of the view.
  5. Look in your vault. There is a Projects/Your project.md note and a Projects/Your project_tasks/ folder with one note per task.

Already have notes you want as tasks? Run dotpm: Import notes as tasks. To turn an existing note into a project, add pm-project: true to its properties and run dotpm: Open current file as project.

Views

Table

Rows sort, filter and edit inline. A multi-row selection changes status, priority, assignee, tags, due date or parent for all of them at once. A filter and sort combination can be saved as a named view.

Timeline

Dragging a bar reschedules the task, dragging its edge changes the duration, and dragging from one bar to another adds a dependency. The scale zooms from days to years and is kept per view. Milestones are diamonds and a line marks today.

Board

One column per status, or per priority, assignee, tag, type or custom field. Dragging a card to another column changes that value, and columns can be reordered or hidden. Cards show priority, assignees, tags and due date.

Features

Tasks

  • Subtasks to any depth
  • Dependencies, within a project or across projects, and milestones
  • Start and due dates, progress, assignees, tags
  • Recurring tasks
  • Time estimates and time logs
  • Custom fields: text, number, date, select, multi-select, person, checkbox, URL
  • A Markdown body on every task

Planning

  • Auto-scheduling: dependents move when a blocker moves
  • Due date reminders
  • Archive, by hand or automatically after a set number of days
  • Undo and redo

Organizing

  • Sub-projects, with an overview page per project: progress, milestones, sub-projects, properties
  • One view over a project, its subtree, a folder, the whole vault, or projects picked by hand
  • Archive a project that is done or no longer relevant; its sub-projects go with it
  • Filters on any field, custom fields included: is, is not, contains, between, date buckets and ranges
  • Saved views: named filter and sort combinations, one of them starred as the view a project opens with
  • Sort by up to three keys in the table and on the board
  • Bulk edit from the table
  • A project list you can search, filter by progress or tag, sort, group by folder or tag, and save views of
  • People notes for assignees, with a per-person task list and an avatar color set by the note's color property

Customizing

  • Statuses and priorities with label, color and icon, global or per project
  • Per-project overrides for default view, scheduling and archiving
  • Team members, global and per project

File format

A task looks like this. Open it in Obsidian, edit it in any text editor, or diff it in git.

---
pm-task: true
projectId: '[[Website redesign]]'
title: 'Write the launch post'
type: 'task'
status: 'in-progress'
priority: 'high'
start: '2026-09-01'
due: '2026-09-20'
progress: 40
assignees: ['[[Alice]]']
tags: ['marketing']
dependencies: ['[[Design the homepage]]']
---
Draft, review with the team, publish on launch day.

Sync works the way it does for any other note. Obsidian Sync, iCloud, Syncthing and git all carry projects along. Two people editing the same task at the same moment produce an ordinary sync conflict, and there is no real-time collaboration beyond that.

Outside Obsidian

Share a view. dotpm: Export current view as HTML writes the open table, timeline or board to a single file that opens in any browser, with the tasks, the filter and the icons inside it.

Local API and MCP. Turn on Settings > Local API and the desktop app serves the vault's projects on 127.0.0.1 with a bearer token. Scripts use plain HTTP; coding agents connect over the Model Context Protocol:

claude mcp add --transport http dotpm http://127.0.0.1:<port>/mcp --header "Authorization: Bearer <token>"

Command line. npm install -g @dotpm/cli installs the dotpm command. Run inside the vault folder, it finds the server on its own.

dotpm projects
dotpm create <projectId> --title "Write the release notes" --due 2026-09-20
dotpm search release --status todo

Everything a client changes goes through the same code the views use and shows up in Obsidian at once. See docs/api.md and docs/cli.md.

TaskNotes. dotpm imports TaskNotes tasks with their dates, dependencies and hierarchy, and can share statuses and priorities with it. See docs/tasknotes.md.

Contributing

Bug reports and feature requests go in issues. Pull requests are welcome. For anything larger than a fix, open an issue first so the approach can be agreed on before the work is done.

The repo is a pnpm workspace on Node 24. pnpm dev builds into the vault named by VAULT_PATH, and pnpm check, pnpm check:submission and pnpm test are what CI runs.

License

MIT

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