Personal tasks

Scoro is not just for managing work-related tasks. You can also create personal tasks for activities unrelated to your company's business.

This article shows how personal tasks work, who can view and modify them, and how such tasks and their related activities appear in reports.

1. What is a personal task?

In Scoro, personal tasks act as private or 'incognito' tasks. Marking a task as personal primarily controls its visibility, hiding details from unauthorized users and administrators. While personal tasks are non-billable and do not generate revenue, they still reflect employee time and incur labor costs.

Personal tasks can be added to both personal and work projects. Keep in mind that the full details of personal tasks and their associated activities (events and time entries) may not be fully visible to all users.

1.1. Who can view personal tasks?

The visibility of personal tasks and their associated activities (calendar events and time entries) depends on whether it's linked to an event or a project:

• Not linked to project or event: Visible only to the task owner and assignees.
• Linked to a personal or public work-related project: Visible to all project members.
• Linked to a calendar event, but not to a project: Visible only to the task owner.

Users who don't have access to personal tasks will see those tasks and their related activities as 'No permissions' or 'Personal'.

1.2. Who can modify personal tasks?

Personal tasks can only be modified by the task owner and assignee(s). Even site administrators cannot modify personal tasks that they didn't create.

1.3. Best practices & considerations

• Include personal task management in your company's offboarding procedure.
  Because site administrators can only access personal tasks in projects they're members of, personal tasks can become unmanageable if a team member leaves the company. Make sure that sorting out the personal tasks (marking them as done, updating scheduled tasks, etc.) is part of your company's internal offboarding procedure.

2. Creating a personal task

To make the task personal, simply tick the Personal checkbox when creating a new task or modifying an existing one.

Alternatively, you can link the task to a previously created personal project, which automatically marks it as personal. 

To make a project personal:

1. Tick the Personal checkbox in the project modify view
2. Change the access to Members only.

Note that all members of the personal project will be able to view activities linked to the project, including personal tasks. See this section for a full breakdown of who can view personal tasks.

3. Personal tasks in the detailed work report

To view activities (calendar events and done tasks) on your personal tasks in the detailed work report, click the Filter button and set the Event/task type as 'Personal'. 

Events and time entries linked to personal tasks added to work projects also appear in the detailed work report, along with the associated labor costs. For users without access to such personal tasks, these activities will appear as 'Private'.