Trilium Action Items Dashboard

An interactive, accordion-style dashboard for Trilium Notes that aggregates and manages unchecked action items (check boxes) across your meeting notes (or any templated notes).

✨ Features

• 📋 Accordion View - Groups action items by meeting note with expandable/collapsible sections
• 📅 Smart Date Display - Shows meeting dates with relative formatting (Today, Yesterday, 3d ago, etc.)
• ✅ Interactive Checkboxes - Check off items directly in the dashboard; updates source notes automatically
• 🔗 Native Trilium Links - Full context menu support (open in new tab, split, window, quick edit)
• 🔄 Dual Refresh Buttons - Positioned at top and bottom for easy access
• ⚙️ Highly Configurable - Filter by template, date range, labels, or any Trilium search criteria
• 🎯 Multiple Dashboards - One script supports unlimited dashboards with different filters
• 🎨 Beautiful UI - Clean, modern interface with smooth animations

📸 Screenshot

📋 Meeting Action Items (15 unchecked items from 8 meetings)         🔄 Refresh

▼ Ops Center Meeting (6)                                        Feb 10
  ☐ Follow up with Paula on data integration
  ☐ Send quarterly report to Michael
  ☐ Schedule API requirements meeting
  ☐ Review data sharing agreement
  ☐ Update project timeline
  ☐ Prepare budget presentation

▼ Team Huddle (3)                                              Feb 9
  ☐ Test new search functionality
  ☐ Deploy staging environment
  ☐ Document API endpoints

▶ Engineering Staff Meeting (2)                                 Feb 6

🎯 Use Cases

1. Personal Task Management

Keep track of action items from all your meeting notes in one centralized dashboard. Never lose track of commitments made during meetings.

2. Project Management

Create separate dashboards for different projects, teams, or time periods:

• "Q1 2025 Action Items"
• "Engineering Team Tasks"
• "High Priority Items"

3. Meeting Follow-ups

Quickly review what needs to be done from recent meetings without opening each note individually.

4. Time-based Reviews

Filter by date ranges to see:

• What's outstanding from this year
• What's left from last quarter
• Items from the past 30 days

📦 Installation

Step 1: Create the Script Note

1. In Trilium, create a new note (any location)
2. Name it: Action Items Script
3. Set note type to: JS frontend
4. Paste the complete script code into the note
5. Important: Do NOT add any labels (specifically no #run=frontendStartup)
6. Save the note and copy its Note ID:
   • Right-click the note → "Note Info" → Copy the Note ID

Step 2: Create a Dashboard Note

1. Create a new note where you want your dashboard
2. Name it something like: Action Items Dashboard
3. Add a relation (not a label):

   ~renderNote=<paste the script noteId or title here>
   

4. Optionally add configuration labels (see Configuration)
5. Open the dashboard note to see your action items!

⚙️ Configuration

Configure your dashboard by adding labels to the dashboard note (not the script note):

Basic Configuration

~renderNote=<script_noteId>

That's it! This will show all action items from notes using the _meetingTemplate template.

Advanced Configuration

Add these optional labels to customize:

#tmpl=<template_name>

Specifies which template to search for.

• Default: _meetingTemplate
• Example: #tmpl=_projectTemplate

#additionalCriteria=<search_query>

Additional Trilium search criteria to filter results.

• Uses standard Trilium search syntax
• Trilium automatically adds quotes around multi-word values

📚 Configuration Examples

Example 1: All Meeting Action Items (Default)

~renderNote=<script_noteId>

Shows all unchecked items from notes using _meetingTemplate.

Example 2: Only 2025 Meetings

~renderNote=<script_noteId>
#tmpl=_meetingTemplate
#additionalCriteria=note.dateCreated >= '2025' and note.dateCreated < '2026'

Example 3: Current Year Only

~renderNote=<script_noteId>
#additionalCriteria=note.dateCreated=2026

Example 4: High Priority Items

~renderNote=<script_noteId>
#additionalCriteria="#priority=high"

Example 5: Important Items from Last 30 Days

~renderNote=<script_noteId>
#additionalCriteria="#important and note.dateCreated >= MONTH-1"

Example 6: Project Notes with Specific Category

~renderNote=<script_noteId>
#tmpl=_projectTemplate
#additionalCriteria="#category=Development"

Example 7: Multiple Conditions

~renderNote=<script_noteId>
#additionalCriteria="#year=2025 and #priority=high and #!archived"

🎭 Multiple Dashboards

Create multiple dashboards using the same script with different filters:

Dashboard 1: "2025 Meetings"

~renderNote=<script_noteId>
#additionalCriteria="note.dateCreated >= '2025' and note.dateCreated < '2026'"

Dashboard 2: "2026 Meetings"

~renderNote=<script_noteId>
#additionalCriteria="note.dateCreated >= '2026'"

Dashboard 3: "All Meetings"

~renderNote=<script_noteId>

Each dashboard reads its own configuration independently!

📋 Changelog

• See the CHANGELOG file in this repository

🔧 Troubleshooting

Widget not displaying?

• Make sure you're using a RELATION ~renderNote, not a label #renderNote
• Verify the script note has NO #run=frontendStartup label
• Check browser console (F12) for error messages

Wrong items showing?

• Check console for "Final search query" to see what's being searched
• Verify your notes have the correct ~template relation
• Verify your #additionalCriteria syntax matches Trilium search syntax

Items not updating when checked?

• Ensure checkboxes in your notes use standard Trilium format
• Check that notes aren't read-only
• Verify you have permission to edit the source notes

Enable Debug Logging

To see detailed debug information:

1. Open the script note
2. Uncomment lines: 171-172, 183-185, 190, 193-200, 202, 205, 213, 225-227, 316-319, 500
3. Open browser console (F12) to view debug output

📋 Requirements

• Trilium Notes: v0.58 or higher (tested on v0.101.3)
• Note Structure: Your meeting/project notes should:
  • Use a template (default: _meetingTemplate)
  • Have a ~template relation to your template note
  • Contain checkboxes for action items
  • Optionally have a #startDate label for meeting dates

🎨 Customization

The script uses inline styles for easy customization. Key style sections:

• Accordion headers (line ~260): Change colors, fonts, spacing
• Action items (line ~440): Modify checkbox appearance, text styles
• Date formatting (line ~504): Customize relative date display
• Buttons (line ~347, ~474): Adjust button styles and hover effects

🤝 Contributing

Contributions are welcome! Feel free to:

• Report bugs by opening an issue
• Suggest new features
• Submit pull requests with improvements
• Share your customizations

📄 License

MIT License - feel free to use, modify, and distribute as needed.

🙏 Acknowledgments

• Built for the Trilium Notes community
• Inspired by the need for better task aggregation across meeting notes
• Thanks to all who provided feedback during development

📞 Support

• Issues: GitHub Issues
• Discussions: Trilium Discussion Forum
• Documentation: Trilium Documentation

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Script Code

Save this as a JS frontend note in Trilium:

[See meeting_action_items_widget.js file in this repository]

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Made for personal use and shared to the Trilium community