Create your first project

A project is a container for tasks, custom fields, saved views, and the team members assigned to that work. Each project is a single markdown file in your vault.

Open the project list

Click the Project manager ribbon icon, or run Open projects pane from the command palette. The project list opens in a new tab.

If you have no projects yet, the list is empty with a single + new project button.

Create a project

1. Click + new project (or run Create new project from the command palette).
2. In the modal, enter a title.
3. Pick an icon (emoji) and a color. These show up in the project list and headers.
4. Click Create.

The project opens in its default view (table, by default — see Settings reference to change this).

What was created on disk

A single markdown file: Projects/<Title>.md.

Inside the file:

• YAML frontmatter with pm-project: true and the project’s metadata.
• A heading with the icon and title.
• A ## Tasks section that the plugin keeps in sync as you add tasks.

The Projects/ folder is auto-created if it doesn’t exist. You can change its location under Settings → Project Manager → Projects folder.

A second folder named <Title>_tasks/ is created the first time you add a task to this project (not before).

Where to go next

• Create your first task — add work to the project.
• Vault layout — understand where everything lives.
• Importing existing notes — turn notes you already have into tasks.

Tips

A project is just a markdown file. You can move it, rename it (rename the file and the matching _tasks/ folder), or version it with git. The plugin reads the file on next load.

Want to start from an existing note? See Importing existing notes — you can pull notes in as tasks with the import command, or convert a note into a project by adding the pm-project: true marker yourself.