Within Teamwork.com,
you can create a personal to-do list of tasks
that
are not directly associated with any
project.
Your Personal Tasks panel
will be accessible to you at the top of
the Tasks tab of your profile.
Note: Your personal tasks are only
visible to you. They will not be visible when
someone uses the impersonate feature.
It is also possible to access your personal tasks in the My Work tab of the My Work section.
Keyboard shortcuts can also be used to open your personal tasks from anywhere in
your Teamwork.com site.
| Mac | Windows |
|---|---|
| shift + p | shift + p |
Using the shortcut will open a pop
up window listing any existing personal tasks
as well as the option to create new personal
tasks. You can also access the same options as
in the Personal Tasks area of your profile or
My Work areas.
Creating personal tasks
To add a new personal task in either type
your task title in the What needs to
be done field. Press Enter / Return on your keyboard
to create the task. The task will also save if
you click your cursor away from the Personal
Tasks area.
You can use shortcodes to set a due
date or priority level for an individual
task:
- Due date - access date options by typing [
after the task title.
- Priority - access priority options by
typing ! after the task title.
- ! - low priority
- !! - medium priority
- !!! - high priority
Click the three dots to the right of
an existing personal task to access additional
task options. These include:
- Move to project - move the task to
a project on your site.
- Delete - delete the task
completely.
Completing personal
tasks
Once a task is created, you will
see
a checkmark icon to the left of the task
title. Clicking this will mark the task as
complete.
Once a task has been completed, you can clear the individual task via the task options menu (three dots) to the right of the task.
To clear all completed
tasks from view, click the options button (three
dots) at the top of the Personal Tasks panel and
select Clear completed tasks.
Note: Closing the Personal Tasks modal or refreshing the page will automatically clear completed tasks. Clearing completed tasks
cannot be undone.
Reordering personal
tasks
To change the order in which
your
personal tasks appear, hover over a task
to
reveal the drag icon (vertical dots) to
the
left of the task. Click and drag the task
to
its new position.
Moving a personal task to a
project
To move a personal task to a
project on your
site, click the three dots to the right of
the
task and select Move to
project.
In the Move Task modal, you can
select a destination project and task
list.
Note: You can only move
personal tasks to projects where you are a
member. Site administrators can move tasks to
any project.
For more information, see: Viewing All Your Items
in Your Profile