Personal Tasks

Creating Personal Tasks

Personal tasks help you organize your own activities and serve as the foundation for clear self-management. They create a dedicated workspace where personal to-dos can be planned and prioritized independently of projects. The added value lies in the fact that they make your daily work more organized and help you focus on what’s essential. A particular advantage is that personal subtasks can be created from existing project tasks. This allows you to isolate specific work steps and organize them in your personal division. This maintains transparency within the project while enabling you to plan your personal work steps in a structured way. The focus area on the task board allows you to highlight the most important current activities and plan your workflow. Sorting and filtering on the board also provide a visual way for planning your own tasks. This creates a bridge between project work and Personal planning.

Personal tasks are visible only to the user. They can be created flexibly via the menu navigation, the personal task board, or directly from the options in documents, meetings, tasks & topics, journal entries, notifications, and controls & inspections. The corresponding items are automatically linked. In addition, personal tasks can also be created directly on the task board using the “+” icon.

When creating a personal task, you can enter the title, due date, priority, description, links, and checklists.

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Updated on: 16/07/2026