NoteCove NoteCove

Your First Project

In this tutorial you will create a project, define a workflow, add tasks, and use the Kanban board to move them through your workflow. By the end you will have a working project board and understand how NoteCove’s task management fits alongside your notes.

What you will build

A small project with three workflow states and a few tasks on a Kanban board — enough to see how projects, states, and tasks work together.

Step 1: Create a project

In the left sidebar, find the Projects section and click the + button.

Fill in:

  • Name: My Project
  • Slug Prefix: MY (this becomes the prefix for task IDs like MY-a5f, MY-k2p)

Click Create.

Step 2: Define your workflow

Your project starts with default states. Let’s customize them. Click the three-dot menu (⋮) on your project and select Edit.

In the States section, set up three states:

  1. To Do — color: gray
  2. In Progress — color: blue
  3. Done — color: green, mark as Terminal

Terminal states indicate completion — tasks in terminal states appear in the “completed” section of list views.

Click Save.

Step 3: Open the project window

Click on My Project in the sidebar. A dedicated project window opens showing your Kanban board with three empty columns — one per state.

Step 4: Create some tasks

Click the blue New Task button at the top of the Kanban board to create tasks:

  1. Research options — leave in To Do
  2. Write first draft — leave in To Do
  3. Review and polish — leave in To Do

Your Kanban board now shows three cards in the To Do column.

Step 5: Move tasks on the board

Drag Research options from the To Do column to In Progress. The card moves and its state updates.

Now drag it to Done. The task is marked as complete.

Try moving Write first draft to In Progress.

Step 6: Add a task description

Click on Write first draft in the board. A detail panel opens on the right side.

The description field uses the same rich text editor as notes — add formatting, headings, checklists, or code blocks. Type a short description for the task.

Go back to your main NoteCove window and open a note (or create a new one).

Type [[T: — an autocomplete dropdown appears showing your tasks. Select Write first draft. NoteCove inserts a task link chip that shows the task’s slug, title, and current state.

The chip updates in real time — when the task moves to Done, the chip reflects the new state wherever it appears.

Step 8: Switch to list view

In the project window, click the view toggle button in the header to switch from Kanban to List view.

List view shows all tasks in a linear list with two sections: active tasks at the top and completed tasks at the bottom. Each card shows a description preview, metadata, and relationship badges.

Click the toggle again to switch back to Kanban.

What you learned

  • Projects have a slug prefix (e.g., MY) and custom workflow states
  • The Kanban board shows tasks as cards in state columns
  • Drag and drop moves tasks between states
  • Tasks have rich descriptions and priorities
  • [[T: links embed live task status in notes
  • List view provides an alternative linear layout

Next steps