Projex

All-in-one project execution hub — centralized task database · workboard · OKR tracking · AI integration

中文：Projex 是一款 Obsidian 全能项目执行中枢插件，提供基于 SQLite 的集中式任务管理、内联任务代码块、OKR 目标管理、日历工作看板、多项目支持，以及 MCP Server + Claude Code Skill 的 AI 集成能力，支持中英双语。

Features

Quick Start

1. Installation

Copy the plugin files to your Obsidian plugins directory:

main.js  manifest.json  styles.css  sql-wasm.wasm
  → .obsidian/plugins/tasklist/

Enable the plugin in Obsidian's Community Plugins settings.

2. Initialize a Project

Open Settings (Ctrl+,) → Projex → AI & Projects tab:

1. Click Add Project
2. Enter a project name (e.g., "Work")
3. Set the root directory (where your Markdown daily notes, weeklies, and OKR files live)
4. The database file is auto-generated (e.g., Work.db)

3. Create Your First Task

• Sidebar: Click the ribbon icon → Add button
• Command Palette: Ctrl+P → "Quick add task"
• Context Menu: Select text in a Markdown file → right-click → "Create task from selection"

Detailed Guide

📋 Task Management

Sidebar View

Click the ribbon icon or run "Open task list" to open the task panel in the right sidebar:

• Filter: By status (Not Started / In Progress / Done) and priority (High / Medium / Low)
• Create: Click "Add" to open the task form (title, description, priority, status)
• Edit: Click the edit icon on any task card
• Toggle Status: Cycle through Not Started → In Progress → Done
• Delete: Click delete with confirmation dialog

Quick Create

📝 Task Blocks (tasklist)

Insert a tasklist code block in any Markdown file to reference tasks by their database ID:

```tasklist
a1b2c3d4-...
e5f6g7h8-...
```

Actions:

• Add task: Click "Add" in the code block toolbar → "Create new" or "Select from database"
• Edit/Remove: Hover over a task row to reveal edit/remove buttons
• Remove: Only removes the reference from the code block, not from the database

Insert block: Right-click in editor → "Insert task list"

🎯 OKR Blocks (okr)

OKR code blocks embed Key Result progress cards in your documents:

```okr
//blockId:a1b2c3d4
{
  "objectiveId": "obj-uuid",
  "title": "Q2 Objective",
  "krIds": ["kr-uuid-1", "kr-uuid-2"]
}
```

Actions:

• Add KR: Click "Add KR" to select from database or create new
• Update Progress: Click the progress bar or edit button for the progress panel (percentage, today's update, score, weight)
• Configure Objective: Click the settings button to select or create an objective

📊 Workboard

The workboard provides a calendar view + dashboard + OKR progress overview.

Create a workboard:

1. Command Palette → "New workboard"
2. Or right-click a folder → "Create workboard here"

Features:

• 🔄 Calendar View: Week / Month / Quarter / Year views with daily task cards
• 📈 Dashboard: Today's completed, in-progress, total task counts; completion trend SVG chart; task distribution chart
• 🎯 OKR Progress: Collapsible panel showing all KR progress bars and today's updates

Navigation:

• Click ← Previous / Next → to move through time periods
• Click "📅 Today" to return to the current date

🗂️ Multi-Project Support

Manage multiple projects within a single vault, each with its own database and Markdown directory.

Configuration: Settings → AI & Projects → Project management table

Auto-switch: Opening a file under a project's root directory automatically switches to that project.

Path validation: Conflict detection on create/edit (exact match or containment).

🤖 AI Integration

MCP Server

A standalone Node.js process providing 6 semantic tools callable by Claude Code:

Setup: Settings → AI & Projects → MCP Server → "Install MCP Server"

Test: Click "Test Connection" after installation to verify.

Register: Click "Re-register to mcp.json" to auto-generate MCP config entries for each enabled project.

Claude Code Skill

The tasklist-summary Skill provides:

• MCP tool usage reference documentation
• Weekly / Monthly / Annual / OKR summary generation workflows
• Template file locations and best practices

Setup: Settings → AI & Projects → Skill → "Install Skill"

Settings Reference

General

Workboard

AI & Projects

Commands

Data Storage

Database Location

All database files are stored centrally in .tasklist/databases/ (configurable).

vault/
├── .tasklist/
│   └── databases/
│       ├── Work.db              # Project 1 SQLite database
│       └── Personal.db           # Project 2 SQLite database
├── .obsidian/
│   └── plugins/
│       └── tasklist/
│           ├── main.js
│           ├── styles.css
│           ├── manifest.json
│           └── sql-wasm.wasm     # SQLite WebAssembly (645KB)
└── .claude/
    ├── mcp.json                  # MCP Server registration config
    └── skills/
        └── tasklist-summary/
            └── SKILL.md          # Claude Code Skill

Database Schema

FAQ

Tech Stack

• Obsidian API — Views, commands, code block processing, file adapter
• sql.js (SQLite WASM) — Offline database engine
• esbuild — TypeScript bundling
• MCP SDK — AI integration protocol
• Pure SVG — Workboard charts (no external charting library)

File Structure

TaskList/
├── main.ts              # Plugin entry point
├── types.ts             # Type definitions & default settings
├── utils.ts             # Utilities (UUID, date helpers)
├── i18n.ts              # Internationalization engine
├── TaskDatabase.ts      # SQLite data layer
├── TaskListView.ts      # Sidebar task panel
├── TaskModal.ts         # Task edit modal
├── TaskAddPanel.ts      # Enhanced add panel (filter + multi-select)
├── TaskListBlock.ts     # ```tasklist code block processor
├── OkrBlock.ts          # ```okr code block processor
├── WorkboardView.ts     # .workboard view
├── MigrationTool.ts     # Markdown → SQLite sync
├── settings.ts          # Settings tab
├── styles.css           # All styles
├── mcp/                 # MCP Server (standalone process)
│   ├── server.ts        # Entry point
│   ├── tools/           # 6 tool implementations
│   └── build.mjs        # Build script
└── locales/             # Language packs
    ├── zh.json          # Chinese
    └── en.json          # English