Personal Tasks
Where to Find: Work → Tasks → Personal
Wondering “What should I focus on today?” The Personal section is designed to answer exactly that. While the Board gives you a bird's-eye view of the entire project. The Personal tab is your private space, showing only tasks assigned to you.
At the top of the page, you’ll see summary cards highlighting your most urgent work:
- Overdue: Tasks that are past their deadline and need immediate attention.
- Due this week: Tasks that need to be completed this week, helping you plan ahead.
Use the tabs below to filter tasks:
All: Shows all tasks in the workspace.
Standalone: Tasks not linked to a project, OKR, or KP.
Linked: Tasks connected to a project, OKR, or KPI, contributing to larger goals.
All: Shows all tasks in the workspace.
Standalone: Tasks not linked to a project, OKR, or KP.
Linked: Tasks connected to a project, OKR, or KPI, contributing to larger goals.
To quickly find what you need, use the following filters:
- Search by Name
- Context type: Filter tasks by what they’re linked to - Project, KPI, or OKR.
- Status: Show tasks by their current stage, such as In Progress or In Review.
Below the filters, all your tasks are displayed in a list. Each entry shows:
- Task title: Click on any task in the list to open a sidebar on the right. This sidebar contains all the task details, including the description, linked items, attachments, and the comments section where you can collaborate with others.
- Status: the current stage, e.g., Done or In Progress.
- Deadline: when the task is due.
- Overdue: how many days it is past the deadline.
You can manage your tasks:
- Open in Board: See the task within the team’s workflow (from Actions menu).
- Delete: Remove the task (from Actions menu).
- Add Task: Create new tasks.
Tip: When you create a task from here (Personal), you can assign it to yourself OR assign it to any other team member. However, once a task is created and assigned to someone else, it will appear on the main Board, but it will disappear from your Personal list.