Create and assign

How to create a task for yourself

Who can use thisMembers and Super Admins

Permissions you need

View tasksCreate tasks

Set by your workspace admin. If you cannot do this, ask them for access.

A task you create for yourself needs no one's agreement. It is agreed the moment you create it, and the time is blocked on your calendar.

Before you start: you need the Create permission. Your workspace should also have working hours set, see Set working hours.

Open Tasks and tap Create task. Choose Create for myself.
The Create task menu
On this screen
- Create for myself – A task you do — no negotiation.
- Assign to someone else – Propose it to a teammate. See Assign a task to someone.
- Left panel behind the menu – My Tasks, Team, Calendar and Analytics.
Fill in the Details step: a title and a description. Both are required.
The Details step for your own task
On this screen
- Steps along the top – Details, Planning and Review & Send. A task for yourself has three steps.
- Task title – required.
- Description – required. Say what done looks like.
- Task category – required. It starts as General; pick another to group the task on the board and in analytics.
- Attachments – optional. Add files accepts PDF, DOCX, TXT, XLSX, JPG, PNG and MP4, up to 50 MB in total.
- Cancel and Next – along the bottom.
Tap Next and choose when you will do it on the Planning step.
The Planning step for your own task
On this screen
- Date – the day you will work on it.
- Start time and End time – the hours you will spend. The effort is worked out from these.
- Priority – Low, Medium, High or Urgent.
- Visibility – Public or Private. A private task shows other people only that you are busy, not what the task is.
- Previous and Next – go back or on.
Tap Next, check the Review & send page, then tap Create Task.
Review your own task
On this screen
- Task overview – title, description, category, priority and visibility. The pencil beside it goes back to edit.
- Assignment – Assigned to you, shown as Me.
- Create Task – saves it and returns to Tasks.
Open My Tasks. Your task is in the To Do column.
Your new task on the board
On this screen
- To Do column – the new task, with its number, title, hours, date and priority.
- Created by – your name.
- Count – the column shows how many tasks it holds.

Good to know

A task for yourself uses up your own free hours, so it shows in your capacity and on the Team view.
A date in the past is not accepted for a new task.

Last updated 2026-10-23

How to create a task for yourself

Good to know

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