Obsidian plugin · 4.12.3

Migrating from v3 to v4

TaskNotes v4 migrates all views to the Bases system. This guide covers what changed and how to update your setup.

Requirements#

Obsidian 1.10.1 or later for early TaskNotes v4 releases
Obsidian 1.12.2 or later for the current TaskNotes 4.12.3 release
Bases core plugin enabled (Settings → Core Plugins → Bases)

What Changed#

Views are Now Bases Files#

All task views (Task List, Kanban, Calendar, Agenda) are now .base files stored in TaskNotes/Views/. This replaces the custom view system in v3.

v3	v4
Views stored in plugin settings	Views stored as `.base` files
Custom filter UI	Bases filter syntax
Saved views in settings	Default views are separate files; exported v3 saved views share one multi-view file

Automatic Migration on First Launch#

When you first open TaskNotes v4:

Default .base files are created in TaskNotes/Views/
Ribbon icons and commands now open these .base files
Your existing task files are unchanged

Converting Saved Filter Views#

If you had saved filter views in v3, you can export them to one .base file:

Go to Settings → TaskNotes → General → Views & base files.
Find Export v3 saved views to Bases.
Run the export.
TaskNotes creates TaskNotes/Views/all-saved-views.base with one Base view for each saved v3 view.

This is a one-way conversion. The original saved views remain in settings until you delete them.

Breaking Changes#

View Configuration#

v3 saved views with custom filters need manual conversion to Bases filter syntax. Simple filters (status, priority, due date) convert automatically. Complex filters may need adjustment.

v3 Filter Example:

status: in-progress
priority: high

v4 Bases Syntax:

filters:
  and:
    - status == "in-progress"
    - priority == "high"

See the Obsidian Bases documentation for filter syntax details.

Minimum Obsidian Version#

Early v4 releases required Obsidian 1.10.1. The current release requirement is generated on the version compatibility page. Use the manifest requirement for the exact TaskNotes version you install.

New Features in v4#

OAuth Calendar Integration#

v4 adds Google Calendar and Microsoft Outlook integration:

View external calendar events alongside tasks
Drag events to reschedule (syncs back to calendar provider)
Events sync every 15 minutes

See Calendar Setup for configuration.

Kanban Swimlanes#

The Kanban view now supports horizontal swimlane grouping:

views:
  - type: tasknotesKanban
    groupBy:
      property: status
    config:
      swimLane: priority

Time Entry Editor#

A dedicated modal for managing time entries:

Alt-drag on calendar to create time entries
View total tracked time per task
Edit and delete time entries

Troubleshooting#

Views Not Loading#

Verify Bases core plugin is enabled (Settings → Core Plugins)
Check that .base files exist in TaskNotes/Views/
Restart Obsidian

Missing Saved Views After Upgrade#

Saved views from v3 are preserved in settings. Use Export v3 saved views to Bases in Settings → TaskNotes → General → Views & base files to create the multi-view .base file.

Filter Syntax Errors#

Bases uses different filter syntax than v3. Common issues:

Problem	Solution
`status: done`	Use `status == "done"`
Multiple conditions	Wrap in `and:` or `or:` block
Date comparisons	Use `date(due) < today()`

Downgrading to v3#

Migration is one-way. If you need to downgrade:

Uninstall TaskNotes v4
Install TaskNotes v3 from releases
Reconfigure your saved views manually

Your task files are unaffected—only view configurations change.

View Templates#

For complete .base file examples, see Default Base Templates.