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Personal tasks

Keep track of your own to-dos on Home.

ℹ️ Available on all plans.

Keep track of your own to-dos right next to your goals. You find your personal tasks on Home, in the Tasks tab (1) of My responsibilities.

The Tasks tab also shows the tasks assigned to you in Meetings, under From Meetings.


Add a task

  1. Go to Home and open the Tasks tab (1).

  2. Under Personal, click Add a task (3).

  3. Type the task and press Enter.


Set a due date

  1. Hover over the task and click the calendar icon.

  2. Select a date.

The due date shows next to the task (5). You can only select today or a later date.


Complete a task

Click the checkbox (4) in front of the task. It moves to Completed (2).


Edit or delete a task

  • To rename a task, click its name and type the new name.

  • To delete a task, hover over it, click the kebab menu (6), select Delete, and confirm. This can't be undone.


Good to know

What do Open, Overdue, and Completed show?

  • Open: Tasks you haven't completed yet.

  • Overdue: Open tasks whose due date has passed.

  • Completed: Tasks you completed in the last 30 days.

Where do tasks from Meetings come from?

When someone assigns you a task in a meeting, it shows under From Meetings, with the meeting's name and the due date. See Meetings.


Need help?

Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.

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