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How do I add a personal task to a project?
How do I add a personal task to a project?

Where can I add a personal task to a project? Who can add a personal task to a project? To which projects can I add a personal task?

Meltem Akarsu avatar
Written by Meltem Akarsu
Updated over 3 months ago

In this article you will learn:

1. Where to find a personal task

  • Go to My Tasks or My Day in the My work area

  • Next to project tasks you find your personal tasks

  • You can create them in the insertion field on top

  • To have a good overview of your personal tasks, sort the list by project name

2. How to move a personal task to a project

There are two ways to add a personal task to a project:

1. Drag and drop the task to a project

  • A quick way to add a personal task/summary task/milestone to a project is to just drag the task onto one of the projects in your sidebar sections and drop it

  • When adding a task to a project, the task appears at the bottom of the task list

  • All information of the task, e.g. dates will be transferred

  • Just drag and drop the task along the list or netplan to put it in the right place in your project plan

2. Add to project via list or task menu

  • Press on +Add to project in the list or

  • Open the three-dot menu at the end of the task line

  • Select Move to project

  • Search for a project or select one from the list

  • The projects in the list are either your personal projects or projects from the organizations you are a member in

3. What happens next

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