marcusolsson
Add meta-views where all data from several projects is pooled together
What would you like to be added?
I would like to have meta-views where I can see/operate on data from multiple projects.
Why is this needed?
Since most likely you are working on multiple projects at the same time, it would be useful to have a bird view of everything together. Especially the Card View. See the backlog, doing, done for everything you are working on.
PS: Thank you very much for developing this plugin. It has the wow factor.
I imagine this could be something like "Spaces" in ClickUp or "Areas" in Things 3, which can contain multiple projects.
I didn't know Trello had something like that! Thank you for the tip! 🙏 I'll look into it!
I have the same use case. My workaround is to create a top-level folder and for each project a subfolder. I create a project for the top-level folder and activate „Include subfolders“ in the project settings. Now I have a view over all projects (which are represented by the subfolders). For the moment this is enough for my use case.
By the way, you‘re Plugin is amazing and a great deal! Thank you Marcus.
I'd like to second this, but maybe with a twist - I like the default table view, but would like to see each Projects category shown, with associated notes. I have four Projects categories - Migrations, PS Projects, Personal, and Work - Internal Projects. I'd love to have the ability to just show them all in separate tables down the screen, instead of selecting the dropdown to constantly switch between them. I jump between these categories a lot and going to the dropdown each time feels tedious compared to the rest of the experience.
Thanks for the amazing plugin! This plugin accomplishes the same thing I was doing with 6 other plugins and lots more maintenance on my part.
I'm trying to figure out how this would work and would love to understand the need a little bit more.
As far as I understand, you'd like to see notes from multiple projects at the same time. What I'm trying to figure out is whether this is a change in the views, in the project definition, or whether this is a whole new thing. Would love some ideas on how this would work in practice.
For example, I could imagine this as a "derived" project in a way. Instead of configuring a path or Dataview query, you'd select other projects as the data source for the project. In other words, it would look and feel the same way as any other project, but it simply include the notes from other projects instead.
For example, I could imagine this as a "derived" project in a way. Instead of configuring a path or Dataview query, you'd select other projects as the data source for the project. In other words, it would look and feel the same way as any other project, but it simply include the notes from other projects instead.
I see it this way as well. It would be useful if in the relative row (in the table), or card (in board), etc, has a field showing which project it is coming from. As a separate FR, you can add the option to move rows/cards from one project to another.
Pictures might better explain the comments I made, so here's an Imgur (only 2 pictures!) with a description of what I was adding. You can find it here: https://imgur.com/a/42vqnjy
Realistically, this could probably be either a new view, or an enhancement of the existing views.
Thanks for your consideration!
Thank you both for the feedback! That's indeed very helpful.
The derived project could definitely add a field to show the project it belongs to.
I wonder then if @leethobbit idea could then be implemented by a Group by setting for the table, where you'd be able to select the project field.
Also, I love the idea of moving notes between projects!
Very exciting about where this is going!
Not in the works yet. There are a numbers of ways to implement this, so we'd need some more design first.
I have limited time to work on the plugin until the end of August, but if anyone wants to start working on some design work, I'd be happy to share feedback.
I advise not to start working on an implementation until we can agree on how it should work.
I have the same use case. My workaround is to create a top-level folder and for each project a subfolder. I create a project for the top-level folder and activate „Include subfolders“ in the project settings. Now I have a view over all projects (which are represented by the subfolders). For the moment this is enough for my use case.
@puertoric This will be my approach for now too I think. How do you point to the folder? I'm trying to use dataview file.folder, but I can't get it to work. Could you share a minimal example?
Having looked at it more, I've come up with a reasonable workflow. @marcusolsson Would it be possible to expose folder(folder_name?) in addition to name and path? That way it is possible to create a Kanban that uses the folder name (which in this scenario is the project name), to show tasks by project.
EDIT: And if there was an optional field when Creating Note, selecting the folder where it ends up (which is useful no matter what if you use subfolders), then you could place your notes directly in the correct subprojects/subfolders straight away. (Maybe this is worth its own issue/feature request)...😅 Anyways, thanks a bunch for this amazing plugin, it's doing wonders for me!!!
@roaldarbol We could add the folder name as a built-in field if that would help.
Out of curiosity, what would you expect the folder field to say for the following notes:
/Work/Projects/My note.md/Personal/Projects/My other note.md
Would it be just Projects, or /Work/Projects and /Personal/Projects?
The latter would essentially be basename.
Would be a great addition!
In my particular case I would expect just Projects....maybe... actually a good question.
My current setup just has a folder called Projects, and inside that I have a folder for each project, e.g. 001-2Photon,002-Behaviour, etc. But I was planning to have sub-folders inside that are identical between projects, so:
001-2Photon/Tasks002-Behaviour/Tasks
So I guess, either I just omit the subfolder and have the tasks freely within the individual project folders, or maybe there could be a way to expose folders at different depths, maybe something that could be set under More settings within Edit project? So an option where you could choose Expose additional fields, where you could choose different fields, one of them being different path depths (e.g. a depth of one would be 001-2Photon and 002-Behaviour, whereas a depth of 2 would be Tasks and Tasks), but basename could also be chosen. This is basically #583.
EDIT: I guess basename would do it, it would just be a bit long e.g. for headers of a Kanban (similar to the difference between name and path). Maybe we could add both basename and folder, meaning the immediate folder the file is located in for added choices?
Just to follow up here, I think three actions could be taken to make for a workable solution (which could then be improved with time once we've had more time to test it).
- Expose
folderasSpace - Expose
basenameasfolder/destination - In
Create new note, create an optional field to choose where the note is placed (basename), and auto-fillSpacewith the first-layer folder.
How does that sound @marcusolsson @Acylation?
Regardless of this feature request, I think a Group by option for the views makes perfect sense. It sounds like it would be able to serve this use case and others.
Regarding your last suggestion, Projects already have a "Location for new notes", so I'm a little wary to adding another configuration that does the same thing. I'd be open to letting the user override the "Location for new notes" in the New note dialog. Would that work?
Additional built-in fields
I propose that we add two new built-in fields called foldername and folderpath.
Example:
| name | path | foldername | folderpath |
|---|---|---|---|
| Note 1 | 001-2Photon/Tasks/Note 1.md |
Tasks |
001-2Photon/Tasks |
| Note 2 | 002-Behaviour/Tasks/Note 2.md |
Tasks |
002-Behaviour/Tasks |
Group by
Table
For the Table view, I'm thinking something similar to how Monday does is (see below). Where each unique value becomes its own section.
Board
Arguably, Board view already have a Group by feature, to group notes in columns.
Calendar
I imagine Group by would create separate calendars. Not sure how much that would add since you can already color by field.
Gallery
Think this would look similar to the Table view.
The group-by table view would definitely be useful! Looks great!
Regarding your last suggestion, Projects already have a "Location for new notes", so I'm a little wary to adding another configuration that does the same thing. I'd be open to letting the user override the "Location for new notes" in the New note dialog. Would that work?
I think it would be incredibly useful to be able to specify it in the dialog - I think we're on the same page here, but just to be sure. You would then specify it just for the new note you are creating right? (maybe it was my use of "field" that muddied the waters)
I propose that we add two new built-in fields called foldername and folderpath.
Would be great to also have one which is the base-folder, which - in a multi-project project (words are failing me...), would be the name of each project. E.g. 001-2Photon in the above case. I'm indifferent to what it might be called really, but for this use case it would be great. So as long as it doesn't obstruct anything related to the normal Project use case, I'd imagine it would be fine?
You would then specify it just for the new note you are creating right?
Correct. The difference though would be that you'd select from all folders, rather than limit to only the unique values of Space in your case.
Ah, then we did misunderstand each other - I'm thinking exactly the same as you! 😃 I just meant that the new additional built-in fields would be added to the note - which they would by default.