🎛 Dashboard

What's changed in 🎛 Dashboard plugin?

For more details see the plugin's documentation.

[2.1.0] 2024-12-31

A major effort by @jgclark and @dwertheimer over the last 5 months. There are lots of new things, particularly Perspectives, that allow you to switch very quickly between different complete sets of settings.

New

• new settings to control what items/folders/sections are shown and what is ignored in a Perspective.
• new Perspectives dropdown menu that allow you to switch very quickly between different complete sets of settings
• this menu also has commands to 'Save As...', 'Delete...', 'Rename...', 'Copy to...' and 'Edit all...' Perspectives
• new "/Add new Perspective", "/Delete Perspective" and "/Update current Perspective" commands
• new setPerspective x-callback to use from outside NP
• new 'Current Time Block' section at the top of the window, that only shows if the current time is within a time block defined in your daily note. (Note: This honours the 'Text must contain' setting in the main NP Todo settings pane.)
• new 'Last Week' section and related 'All → This Week' button
• new 'Add a new task to future note' button on Today Section, which allows you to pick any date for the future task
• added support for 'child' items of tasks:
  • child items are now indented like in the NP Editor
  • an item with children is now shown with a new 'ellipsis' indicator at the end of the item
  • when moving/scheduling items, any child items are moved/scheduled as well.
  • the 'All → Today' and 'All → Tomorrow' buttons now don't try to move child items on their own, but only as part of the block with their parent.
• child tasks are now ordered following their parents, when sorted by priority
• now there is a 'Show completed task count?' setting which can be turned off.
• now uses the user's 'Editor Font Size' setting to determine the base font size for the Dashboard -- and so can be changed up and down quite easily -- rather than only using what the Theme defines.

Changed

• speeded up data generation significantly in some places (particularly refreshes), and everything else should feel snappier
• parent items now show a '・・・' indicator, like NP does
• child items are now indented like in the NP Editor
• in the item dialog, there's now a note if an item has children
• Turn off 'Referenced' Calendar sections if they have no items to display.
• the "Ignore items in calendar sections with these term(s)" are now checked case-insensitively
• the completed task count is now smarter and quicker at operating, and covers tasks completed in notes not shown in the current Dashboard sections.
• turned off underlining on the 'take a break' message lines, and added colouring of it from your theme's completed task colour
• Week/Month/Quarter sections now show a compact line so that their respective add buttons will show, even when there are no open task/children items to show.
• improved details in title of project dialogs
• changed order of skip buttons in Interactive Processing dialog
• new type of dialog to replace the command bar for adding new tasks/checklists, and some other operations
• the layout has been polished up in lots of places
• removed setting "Add dashboard auto-update trigger when dashboard opened?" ('autoAddTrigger')
• changed callbacks to be showDashboard, showSections and showPerspective. E.g.:
  • noteplan://x-callback-url/runPlugin?pluginID=jgclark.Dashboard&command=showDashboard
  • noteplan://x-callback-url/runPlugin?pluginID=jgclark.Dashboard&command=showPerspective&arg0=Work
  • noteplan://x-callback-url/runPlugin?pluginID=jgclark.Dashboard&command=showSections&arg0=DT,DO,@home

Fixed

• worked around an API limitation so that you can add tasks/checklists to future calendar notes that don't exist yet.
• fixed some items not being found when referenced to weekly notes
• add time to @done(...) when "completing then"
• fixed spinner icon not spinning
• projects that are paused are now not shown in the projects section
• changed Interactive Processing icon to not imply 'refresh'
• fixed various things related to truncated display of long tasks, particularly those with bare or Markdown-style URLs
• improved ordering and descriptions of some of the settings
• removed warning if Project & Reviews plugin is not installed

[2.0.7] 2024-10-23

New

• new 'All -> Next Week' button in Week section.
• clicking on 'there are X items hidden' message lines now turns off filtering in all sections
• added version number to end of Settings dialog

Changed

• under-the-hood changes to match Project + Reviews Plugin v1.0 release.
• stop check dialogs on "Move all ..." operations on iOS/iPadOS, as they stopped them working
• changed Interactive Processing icon to not imply 'refresh'
• add time to @done(...) when "completing then"

Fixed

• fixed edge case when filtering lower priority items from the display
• fixed typos in "Move all to today" dialog

[2.0.6] 2024-09-06

Changes

• new setting "When (re)scheduling an item, also show it as a scheduled item in main Editor?". If set on then it uses the [>] marker in the underlying Markdown which is shown with 🕓 in the main Editor. By default this is on, to match the standard behaviour of NotePlan's UI. (requested by @tophee in issue 589)

Fixed

• Fixed full generation sometimes having Project rather than Priority section
• Removed double generation of Tag sections in getSomeSectionData()
• tighten up removal of priority indicators, to only happen at the start of a line's content
• now won't display buttons in the Section header if there are no items to work on. (However, the 'add' buttons in the calendar sections are still shown.)
• Fixed project progress 'pie charts' layout issues, and added them in to the project dialog header.
• multi-part hashtags now display properly (thanks for tip, @lbednarski)

[2.0.5] 2024-07-30

• some layout tweaks in the main Settings dialog
• fix to 'All -> Today' button action in Overdue section (thanks, @Oldielajolla)

[2.0.4] 2024-07-23 unreleased

• new 'Priority' section for all items with a priority marker (>>, !!!, !! or !) (for @lbednarski). Note: this will be slow to generate, as it can't use any of NotePlan's internal caches.

• fixed setting 'Add folder name in note link' not working
• updated some of the icons in the section descriptions

[2.0.3] 2024-07-19

• fixed filter dropdown menu placement issue
• fixed Today section description when there are no open tasks left
• added greyed-out 'save & close' button when opening settings dialog
• added some constraints to number fields in the settings dialog
• fixed tooltips hidden by window header
• tidied up other z-index-ing

[2.0.2] 2024-07-16

• fixed 'All Overdue → Today' button not working (thanks for the report, @Oldielajolla)
• fix to auto-refresh
• fix to stop 5s refresh in DEV mode
• improve wording around number of open items in section descriptions
• small layout tweaks when on a narrow screen
• reverted the Filters dropdown menu to be single column while we work out why 1 user is having trouble with 2-col layout.

Note: I intend to remove the "Add dashboard auto-update trigger when dashboard opened?" setting and functionality in a future release. It is much less needed now Dashboard can auto-refresh after a given number of minutes.

[2.0.1] 2024-07-15

Added

• new x-callback setSetting command to change a single Dashboard setting.
• new x-callback setSettings command (plural) to change multiple Dashboard settings in one call.
• new /Make Callback from Current Settings command that copies the current setting as a URL or a markdown link to the Clipboard.
• dbw: remove "tooltip" prop for featureFlags
• dbw: remove DEV limitation on 5s refresh
• dbw: fix edge case bug on ReactSettings and saving/reading from plugin.settings
• fix issues with logSettings not saving/reading properly and not showing DEV FFlag menu

Changed/Improved

• made the Filters dropdown menu a two-column display (except on narrow screens)
• removed most settings from old setting system
• removed "edit settings (for iOS)" command, as not needed
• improved spacing and ordering of heading, and made tapping heading elements easier on iOS
• other UI tweaks
• improved communication between Projects and Dashboard plugins
• (under-the-hood) add quite a lot of logTimer() calls, and added a new setting for it to both old and new setting systems
• (under the hood) complete refactoring of settings data structures under the hood

Fixed

• fix task completion timestamps using GMT not local time (thanks, @mjd9ball).
• updating the Project List (in Projects & Reviews plugin) now refreshes the Project section in the Dashboard again.
• fixed Project item display when project in root folder
• a newly-added Project progress line will now be shown in the main window

What's improved in v2.0?

New

• The different sections are now generated or refreshed progressively, so the first sections appear more quickly. When refreshing the display, the dashboard is smarter and will only update the necessary sections, displaying indicators next to the section items as it does so.
• Auto-refresh: by default the Dashboard will now automatically pick up new/changed tasks in NotePlan after it has been idle for 15 minutes (configurable). This means that you probably no longer need to add a trigger to the notes with tasks you're completing/changing frequently.
• New Processing button that opens up the Task Edit dialog showing the first item in the section. When you click on an action button it then updates to show you the next item, and so on. In this mode there's an extra 'forward' button that lets you leave that item where it is.
• Can now show multiple tags/mentions, by specifying them in the setting separated by commas
• New Filter dropdown that allows you to quickly toggle on or off all the main display settings, including which sections to show -- moved from the Preferences Pane
• New Settings button which opens a window that has the rest of the more detailed settings for the plugin -- moved from the Preferences Pane
• In the task dialog box, added a couple of new controls, including the 🗓️ control which opens up a date picker to allow picking any date to move a task to
• In the project dialog box, added:
  • a new 🗓️ control which opens up a date picker to allow picking any date to schedule the next project to
  • new "Complete Project", "Cancel Project", "Pause Project" buttons, that each mimic the same command from the Project & Reviews plugin
  • now shows the latest 'Progress' comment for a project, and a button to add a new comment.
• When the NotePlan Theme is changed (manually or automatically), the Dashboard window will automatically pick this up on the next refresh.
• ^-click (ctrl-click) on an item's status icon now deletes the item entirely (after a check with the user).
• Added an x-callback to allow specifying which sections you want to see. For details see README.
• Note: some of the buttons are hidden when running on iOS or iPadOS because of limitations in the environment the Dashboard runs in. We are hopeful these will be removed in time.

Changed

• Should now work better on iPhones and iPads
• Removed the separate limit on number of Project items shown; it will now use the main limit setting (if set).
• The 'Update Overdue section when triggered?' setting has been removed, as it is no longer needed with the smarter data generation
• Removed the keyboard shortcuts to toggle sections, as there is the new Filter quick menu.
• The count of tasks done today now includes those completed in project notes, not just from the calendar sections shown. Note: this requires having the NotePlan setting 'Todo > Append Completion Date' setting turned on, as otherwise we can't tell when a task is finished. (As @done(...) dates don't get appended to completed checklists, it's not possible to count completed checklists.) To save space, this is not shown on iOS devices.

Fixed

• a task in today's note "* a task >today" doesn't show up on today's dashboard
• tasks in future notes showing up in #tag section
• synced copies dated for today were duplicated
• "Dashboard: update plugin settings" command not working (reported by @todd9252 on v1.2)
• other bug fixes

[1.2.1] - 2024-04-18 by @SirTristam

• Add option to use the current date instead of '>today' to schedule tasks for today