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Bases Integration

Periodix-Planner seamlessly integrates with the Bases plugin to display tasks and notes filtered by the current period's date range.

Overview​

The Bases integration provides two powerful ways to view your period-specific tasks:

  1. Sidebar View - Persistent task view that updates automatically as you navigate between periodic notes
  2. Inline Generation - Automatically embed Bases views in newly generated periodic notes

Both views automatically filter content from your tasks directory based on the period interval (day, week, month, quarter, or year).

Setup​

1. Configure Tasks Directory​

  1. Open Settings → Periodix-Planner
  2. Navigate to the Bases tab
  3. Set Tasks directory to your tasks folder path (e.g., Tasks, Projects/Tasks)

The tasks directory must be configured for the Bases integration to work.

2. Configure Date Property​

Set the frontmatter property name used for task dates:

  • Date property: The property name in your task notes (default: Date)

Example task note frontmatter:

---
Date: 2026-01-15
status: in-progress
tags: [work, project-alpha]
---

3. Configure Display Properties​

Customize which properties appear in the Bases table view:

  • Properties to show: Comma-separated list of property names (e.g., status,priority,tags)
  • Date column size: Width in pixels for the date column (default: 150)

The view always shows file.name and your configured date property, plus any additional properties you specify.

4. Configure Ribbon Icon (Optional)​

  • Show ribbon icon: Toggle to show/hide the ribbon icon (default: enabled)

5. Configure Sidebar Position​

Choose which sidebar to open the Period Tasks view:

  • Sidebar position: Select "Left sidebar" or "Right sidebar" (default: Left sidebar)

This controls where the Period Tasks view opens when you click the ribbon icon or use the command.

6. Configure Inline Generation (Optional)​

In Settings → Generation tab:

  • Include Bases view in generation: Automatically embed Bases view in new notes (default: disabled)
  • Bases heading: Markdown heading above the view (default: ## Bases)

Using the Sidebar View​

Open the Period Tasks sidebar:

  1. Ribbon Icon: Click the list-checks icon in the left sidebar (if enabled)
  2. Command: Use command palette → "Open Period Tasks sidebar"

Bases Sidebar View

How It Works​

The sidebar view:

  • Auto-updates when you switch between periodic notes
  • Filters automatically based on the current period's date range
  • Shows empty state when tasks directory is not configured or current file is not a periodic note

Using Inline Generation​

When enabled, Bases views are automatically embedded in newly generated periodic notes. The view appears before PDF content (if enabled).

Inline Bases View

Example generated note:

---
Period Type: daily
Period Start: 2026-01-15T00:00:00
Period End: 2026-01-15T23:59:59
---

## Plan

\`\`\`periodic-planner
work: 8h
\`\`\`

## Bases

\`\`\`base
views:

- type: table
  name: Daily Tasks
  order: - file.name - Date
  filters:
  and: - file.inFolder("Tasks") - Date > "2026-01-15" - Date < "2026-01-16"
  sort: - Date: desc
  \`\`\`

Next: Learn about Integrations for ActivityWatch and Templater plugins.