User Modules

For a task, it is possible to define a team of people who work together
Team tasks can be passed between people on the team.
A task can be delegated to someone else – for a task, it is independently monitored who is responsible for it and who is performing it

Specific properties of the personal task

Personal task

Not transferable to anyone
Not publicly visible

A personal task is more private – it is not seen by colleagues, only by the manager, It is thus possible to enter a task easily that no one else should know about. An example of this is tasks related to personnel matters.

Personal tasks can be planned for a specific time within the day. Team tasks are planned for days, but a personal task can also be scheduled for a specific hour.

No files are attached to a personal task. If you add a file to a task, it is automatically assigned to the object that is processing it. For example, if a task is related to an order, the uploaded file will be stored with the order. This makes it easier to store files where they are supposed to be.

Who can see personal tasks

Your personal tasks are only visible to your direct supervisor or whoever else gave you the task. In addition, your supervisor cannot see the details of the assignment unless he or she has given it to you.

Example: If you receive a personal task from a recruiter (e.g. a reference for a new job applicant), your supervisor and the recruiter who gave you the task can see the task. No one else will know about the assignment.

Why personal tasks are useful

Common tasks are generally always visible to the entire team you work with. For example, a problem-solving task you receive in the quality department is visible to the entire quality department. This makes it easier for you to collaborate on the task, or someone can take over the task when you can't attend to it.

On the other hand, only you can accomplish and complete a personal task. It is advisable to keep tasks in the field of HR, preparation of new strategies, business meetings, etc. private.

Why the task is visible to the direct supervisor

Your direct supervisor is responsible for the efficient use of your time and needs to know what you are working on. Even if someone else gives you the task, your line manager needs to know what you are working on. However, they do not need to know the details of the task. Therefore, he/she does not see a steps tab in the task with details.

Assign personal tasks correctly

As a supervisor, you should know:

Personal tasks are only good for tasks where it is important that the team does not know about them. Remember that if you give someone a personal task, they cannot pass it on to anyone else, and neither can you delegate the task to someone else.
You cannot collaborate on a personal task. Don't assign activities as a personal task that more than one person should work on. If such a situation arises, you must assign each person individually. If this is the case on a regular basis, consider creating an area in which to assign such tasks so that they can be collaborated on within the area
Write the details of the task in the points section, which remains hidden

Good to know

What about visibility of tasks

A team task is more "public", but this certainly does not mean that everyone knows about it.

Every task is in a project or area. For team tasks, it is always the case that everyone who is an active employee – that is, members of a project or organizational team – knows about the tasks. A team task cannot be hidden from a group, but no one outside of that group will know about it.

Specifically, for example, team tasks in personnel are seen among themselves by personnel personnel, but no one who does not work in the personnel department (and therefore does not have access to the field of personnel) will know about them.

And what about a personal task

For a personal task, it depends on its setting. It can be

Visible as well as team tasks
Visible only to senior employees
Completely secret – visible only to a self-created employee.