Articles on: Tasks & topics
This article is also available in:

Personal tasks


Create personal tasks

Personal tasks support the organization of one's own activities and serve as a basis for clear self-organization. They create a separate workspace in which personal to-dos can be planned and prioritized independently of projects. The added value lies in the fact that everyday working life is organized more clearly and concentration on the essentials is supported. A particular advantage is that personal subtasks can be created from existing project tasks. This allows you to separate out your own work steps and organize them in your personal division. This maintains transparency in the project while allowing personal work steps to be planned in a structured manner. The focus area in the task board can be used to highlight the currently most important activities and plan the workflow. Sorting and filtering in the board also creates a visual planning of your own tasks. This creates a bridge between project work and personal planning.


Personal tasks are currently still being introduced on buildagil and are currently only available for companies with a team package that have activated the role. Please contact support for activation. As this is a development status, there may still be changes until the general release.



Personal tasks are only visible to the person themselves. They can be entered flexibly via the menu navigation, the personal task board or directly from the options for documents, meetings, tasks & topics, journal entries, notifications and inspections & approvals. The corresponding elements are linked automatically. Personal tasks can also be created directly in the task board using the " + symbol".





When creating a personal task, the title, due date, prioritization, description, links and checklists can be entered.



Create personal tasks, create task, task creation, new task, private task, personal to-do list

Personal task planning

Personal task planning helps to clearly structure and prioritize upcoming activities. Filters and the personal task board create a clear overview so that personal tasks can be organized efficiently in everyday working life. You can find more information in the following article: Personal home.



Personal tasks are displayed together with the project tasks and journal entries on the personal task board. Tasks can be highlighted in the focus area of the board using drag & drop and bundled for the current edit. Project tasks can also be moved to the focus area without changing the due date. This creates a personal daily or weekly schedule, while the due date in the project remains the same. Tasks can be sorted individually in the focus area to structure your own workflow. A task can be removed from the division by right-clicking on it.


For personal planning, we recommend working in the task board and setting the filters to the day view. This allows you to plan the current week with its individual days.



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


Updated on: 18/09/2025