PROJECTS: My Tasks & All Tasks
Access and manage your assigned tasks and view all project tasks based on your role.
What is My Tasks?
The My Tasks section displays all tasks assigned to you, including those from Projects and personal reminders. When creating new tasks here, you can link them to a specific Project and optionally assign them to other team members.
You’ll find both Public and Private tasks in this area.
Private Tasks
Private tasks are personal items you create for yourself that only you can see. Other users cannot view these tasks, and they cannot be created for another person. To convert a Private Task to Public, uncheck the option labeled Make this a Private Task visible only to me.
Important: Once a task becomes Public, it cannot be changed back to Private.
The Super Admin, Admin, and Project Manager roles can create Private Tasks.
The Salesperson, Teammate, and Freelancer roles can also create Private Tasks, but they don’t see the Public/Private option, so all their tasks remain private.
Clients may create Private Tasks if your organization has enabled this feature.
Public Tasks
Public tasks are visible to users with access permissions. You can create these for yourself or assign them to others. Public Tasks assigned to you appear in My Tasks, and they can be reassigned or moved between Projects as needed.
Only Super Admin, Admin, and Project Manager roles can create Public Tasks for themselves and other users.
How do I view My Tasks?
Go to Projects > My Tasks.
Creating a task in My Tasks follows the same process as creating one within an individual Project.
CLICK HERE to learn how to create a task
What is All Tasks?
The All Tasks section is restricted to Super Admin, Admin, and Project Manager roles, giving them visibility into all tasks across their Projects.
A Super Admin has access to all tasks from every Project in your account.
An Admin or Project Manager can view all tasks in the Projects they’re assigned to if this permission is enabled. Otherwise, they only see their own tasks.
This view includes all personal tasks, Public Tasks assigned to other users, and Project Tasks. Visibility of tasks assigned to others depends on individual Project settings.
How do I view All Tasks?
Navigate to Projects > All Tasks.
The task creation process in All Tasks works the same way as creating tasks within a specific Project.