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Personal Task Planning


The personal task board displays all tasks and journal entries for which you are listed as the person responsible or involved. The view can be filtered by involvement and project. You can also switch between weekly and daily views. Tasks and journal entries can be moved using drag-and-drop. For tasks without a target date, the due date is adjusted accordingly. Tasks with a Target date and Exam Questions cannot be moved.



Personal Task Planning

Personal task planning helps you clearly organize upcoming tasks and set priorities. Filter functions and the personal task board provide a structured overview, allowing you to organize your tasks efficiently. For more information, see the following article: Personal Home Page.



Personal tasks are displayed on the personal task board alongside project tasks and journal entries. In the board’s focus area, tasks can be highlighted via drag-and-drop and grouped together to edit them. Project tasks can also be moved to the Focus Area without changing their due dates. This creates a personal daily or weekly schedule while maintaining the project’s deadline requirements. Tasks in the Focus Area can be sorted individually to structure your own workflow. Right-clicking allows you to remove a task from the division.


For personal planning, it's a good idea to work in the task board and set the filters to the daily view. This allows you to plan the current week, day by day.



Open and completed personal tasks can also be found via the Global search.



Filter tasks, task overview, task board, group tasks, focus area, personal planning, task management

Personal Memories

You can create custom reminders for tasks and personal tasks by setting a date and time.



When a reminder is set, a notification is sent to Reporting Center, from where the reminder can be rescheduled. You can also adjust a set reminder using the options. This makes it easier to keep track of it.



Follow-up notifications, reminders, task tracking

Updated on: 10/07/2026