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docs: Document 'Review and check your Statuses' report
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claremacrae authored Nov 8, 2023
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1 change: 1 addition & 0 deletions docs-snippets/snippet-statuses-overview.md
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> - [[Style custom statuses|How to style custom statuses]].
> - Configure Tasks to use your custom statuses
> - [[Set up custom statuses|How to set up your custom statuses]]
> - [[Check your Statuses]]
> - Optionally, update your tasks searches to take advantage of the new flexibility
> - [[Filters#Filters for Task Statuses|Filters for Task Statuses]]
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4 changes: 4 additions & 0 deletions docs/Getting Started/Statuses.md
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# Statuses

<span class="related-pages">#feature/statuses</span>

## Introduction

> [!released]
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- [[Style custom statuses|How to style custom statuses]].
- [[Set up custom statuses|How to set up your custom statuses]].
- [[About Status Collections]].
- [[Check your Statuses]].

## Do I need to set up statuses?

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> - [[Style custom statuses|How to style custom statuses]].
> - Configure Tasks to use your custom statuses
> - [[Set up custom statuses|How to set up your custom statuses]]
> - [[Check your Statuses]]
> - Optionally, update your tasks searches to take advantage of the new flexibility
> - [[Filters#Filters for Task Statuses|Filters for Task Statuses]]
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3 changes: 2 additions & 1 deletion docs/Getting Started/Statuses/About Statuses.md
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# About Statuses

<span class="related-pages">#index-pages</span>
<span class="related-pages">#index-pages #feature/statuses</span>

This section provides more detail to flesh out the introductory material in [[Statuses]].

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- [[Status Settings]]
- [[Editing a Status]]
- [[Check your Statuses]]

## Statuses in Use

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42 changes: 42 additions & 0 deletions docs/Getting Started/Statuses/Check your Statuses.md
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---
publish: true
---

# Check your Statuses

<span class="related-pages">#feature/statuses</span>

> [!released]
> Introduced in Tasks X.Y.Z.
## Overview

At any time you can **validate** and **visualise** your custom statuses, using the **'Review and check your Statuses' button** in Tasks' [[Status Settings]].

## The output file

- A Markdown report is written to the root of the vault.
- Example file name:
- `Tasks Plugin - Review and check your Statuses 2023-11-08 21-30-15`
- By adding the date and time to the end of the file name, you can create a series of reports, and review the differences.
- You can of course delete the files at any time.

## Content of the report

The sections are:

- **About this file**
- An introduction.
- **Status Settings**
- A table of the statuses in your settings.
- Here you can find advice on any potential issues in your status settings.
- **Loaded Settings**
- This has a **Mermaid diagram** showing transitions between your statuses.
- View the report in Live Preview or Reading Mode, to see the diagram.

## Example statuses report

Here is an example report, that is generated from the problem statuses shown in [[Recurring Tasks and Custom Statuses#When DONE is not followed by TODO or IN_PROGRESS|When DONE is not followed by TODO or IN_PROGRESS]]:

![Example statuses report](../../images/settings-statuses-report.png)<br>
*Example statuses report*
5 changes: 5 additions & 0 deletions docs/Getting Started/Statuses/Core Statuses.md
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# Core Statuses

<span class="related-pages">#feature/statuses</span>

## Overview

Core statuses represent conventional markdown tasks:
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> [!info]
You can edit the 'Todo' core status to make its Next Status Symbol be `/` and enable `Todo` -> `In Progress` -> `Done`, if you prefer.
> [!Tip]
> Use the "Review and check your Statuses" button at any time to [[Check your Statuses]] and to visualise them.
## Editing core statuses

The only restriction on editing core statuses is that you cannot change their Status Symbols.
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3 changes: 3 additions & 0 deletions docs/Getting Started/Statuses/Custom Statuses.md
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# Custom Statuses

<span class="related-pages">#feature/statuses</span>

## Introduction

> [!released]
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> - [[Style custom statuses|How to style custom statuses]].
> - Configure Tasks to use your custom statuses
> - [[Set up custom statuses|How to set up your custom statuses]]
> - [[Check your Statuses]]
> - Optionally, update your tasks searches to take advantage of the new flexibility
> - [[Filters#Filters for Task Statuses|Filters for Task Statuses]]
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2 changes: 2 additions & 0 deletions docs/Getting Started/Statuses/Editing a Status.md
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# Editing a Status

<span class="related-pages">#feature/statuses</span>

## Overview

This page describes features of the modal used for editing a Status.
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2 changes: 2 additions & 0 deletions docs/Getting Started/Statuses/Example Statuses.md
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# Example Statuses

<span class="related-pages">#feature/statuses</span>

## Overview

Once we know what [[Statuses]] are, what can we do with them?
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# Recurring Tasks and Custom Statuses

<span class="related-pages">#feature/statuses</span>

> [!Note]
> This page assumes basic familiarity with [[Recurring Tasks]].
>
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> [!Tip]
> Currently, if you plan to use recurring tasks, you should always ensure that any statuses of type `DONE` are always followed by statuses of type `TODO`.
>
> You can [[Check your Statuses]] for any statuses that do not follow this guideline.
> [!Note]
> When [[Custom Statuses]] were introduced, and we had to figure out how integrate them with recurring tasks, we expected that users would always following `DONE` with `TODO`.
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5 changes: 5 additions & 0 deletions docs/Getting Started/Statuses/Status Settings.md
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# Status Settings

<span class="related-pages">#feature/statuses</span>

## Overview

This is what you see in the Tasks settings when you first look at the Task Statuses section:
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- The mechanism to remember which sections were collapsed is not yet working.
- Usability wise, it would be good if the 'Add New Task Status' button opened the modal to immediately edit the new status.
- Ideally, the lists of statuses, with their delete and edit buttons, would be a table instead, with the ability to edit the properties directly in the table, instead of having to open up a modal.

> [!Tip]
> Use [[Check your Statuses]] to easily find any issues with your Custom Statuses.
2 changes: 2 additions & 0 deletions docs/Getting Started/Statuses/Status Types.md
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# Status Types

<span class="related-pages">#feature/statuses</span>

## Overview

With the new ability to create a variety of [[Custom Statuses]], Tasks needs to know enough about each status that it can decide:
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3 changes: 3 additions & 0 deletions docs/How To/Set up custom statuses.md
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# Set up custom statuses

<span class="related-pages">#feature/statuses</span>

## Motivation

This page shows you how to customise the statuses used in your Tasks vault, once you have decided which letters and symbols inside `[` and `]` you wish to use, and what they should be called.
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> - [[Style custom statuses|How to style custom statuses]].
> - Configure Tasks to use your custom statuses
> - [[Set up custom statuses|How to set up your custom statuses]]
> - [[Check your Statuses]]
> - Optionally, update your tasks searches to take advantage of the new flexibility
> - [[Filters#Filters for Task Statuses|Filters for Task Statuses]]
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3 changes: 2 additions & 1 deletion docs/How To/Style custom statuses.md
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# Style custom statuses

<span class="related-pages">#css</span>
<span class="related-pages">#css #feature/statuses</span>

## Summary

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> - [[Style custom statuses|How to style custom statuses]].
> - Configure Tasks to use your custom statuses
> - [[Set up custom statuses|How to set up your custom statuses]]
> - [[Check your Statuses]]
> - Optionally, update your tasks searches to take advantage of the new flexibility
> - [[Filters#Filters for Task Statuses|Filters for Task Statuses]]
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1 change: 1 addition & 0 deletions docs/Introduction.md
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Move the older ones down to the top of the comment block below...
-->

- X.Y.Z: 🔥 Add 'Review and check your Statuses' facility: see [[Check your Statuses|check your statuses]].
- X.Y.Z: 🔥 Enable [[Custom Filters|custom filters]] and [[Custom Grouping|custom grouping]] to use [[Query Properties|query properties]] directly - no placeholders required.

<!--
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# About Status Collections

<span class="related-pages">#index-pages</span>
<span class="related-pages">#index-pages #feature/statuses</span>

## Background

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> - [[Style custom statuses|How to style custom statuses]].
> - Configure Tasks to use your custom statuses
> - [[Set up custom statuses|How to set up your custom statuses]]
> - [[Check your Statuses]]
> - Optionally, update your tasks searches to take advantage of the new flexibility
> - [[Filters#Filters for Task Statuses|Filters for Task Statuses]]
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