Personal tasks are created for you, the signed-in staff member. You can keep a task unlinked, or link it to a client when it relates to that client.
Create a task
In the Case Management sidebar, open My tasks.
Select New task.
Enter a Title. This is required.
Optionally add Notes and a Due date and time.
Select Create task.
What happens next
The new task starts with a Pending status and appears under Open in My tasks. If it is due today, it also appears under Today and in the Home page's Today's actions panel.