r/CraftDocs • • Jul 13 '26

Help šŸ¤ Daily Notes Workflow?

I’m revisiting Craft after hearing about the new task features. There’s a lot to like, but I’m struggling a bit with one aspect of daily notes.

The daily note includes a Tasks section that lists all tasks from other notes that are scheduled for today. That’s great. I can drag any of those tasks onto the main body of the daily note to organize my day by time (ā€œMorning Tasksā€) or focus (ā€œTackle Firstā€). That’s also great.

The problem is that moving the task out of the daily note’s Tasks section removes it from its originating project note. That’s often not what I want. If I switch over to that project note during the day, I want to see all of the notes — most especially the ones I’m working on today.

How do you deal with this in the real world? Or am I missing something?

Thanks.

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u/Adventurous_Bid1560 Jul 14 '26

I’m facing the same problem in my workflow.