How do I use Personal Tasks?

Personal Tasks is your private to-do list on the Dashboard. Type a task into “Add a private task…” and press Enter. Tick the checkbox when it’s done.

Steps

  1. Click Dashboard in the left sidebar.
  2. In the Personal Tasks card, type into Add a private task….
  3. Press Enter or click the + button.
  4. Click a task’s title to open its full task page, where you can add a due date, description, tags, a time estimate and more.
  5. Tick the checkbox to mark the task complete. It disappears from the list.

Good to know

  • Personal tasks are kept in a private “Personal” project that only you see. They aren’t listed under Projects and other users can’t browse them.
  • They’re automatically assigned to you, so they also appear in Assigned to Me (and in Urgent Priorities or Today’s Agenda if they qualify).
  • Ticking the checkbox marks the task Completed. It doesn’t delete it. To reopen it, find it with the search bar at the top of the page and change its status.
  • The list is sorted by due date, with undated tasks last.
  • Each company you belong to has its own personal list.
  • Viewers can use Personal Tasks too.

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