You can create personal tasks for any personal activities that aren't related to the company's business. Such tasks aren't included in the work time.
This article shows how to create personal tasks and who can view and modify them.
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1. Creating a personal task
To create a personal task, simply tick the Personal checkbox when adding or modifying a task.
Alternatively, you can link the task with a previously created personal project.
To make a project personal:
- Tick the Personal checkbox in the project modify view
- 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 the next section for a full breakdown of who can view personal tasks.
2. Who can view personal tasks?
The visibility of the personal task details depends on whether it's linked to an event or a project:
- Personal tasks and events not linked to any project or event are visible to the task owner and other assignees of that task.
- Personal tasks linked to a personal or public work-related project will be visible to all members of the project.
- Personal tasks linked to a calendar event but not to a project are visible only to the task owner to see its details. All other users, including administrators, will only see the title Personal, as in the example below.
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.
3. Personal tasks in the detailed work report
In the detailed work report, users can see their personal activities (both events and done tasks) by clicking on the Filter button and selecting the event/task type Personal.