--- url: /recipes/personal-and-work-together.md description: >- Run your personal tasks and your team's work side by side and plan your day across both. --- # Keep personal and work tasks together This recipe is for anyone whose day mixes work tasks and life tasks: a report due at 3 pm, a dentist appointment at 5. You keep them in separate [workspaces](/concepts/hule-model), so your team never sees your errands, and plan both from one [personal view](/concepts/views) that only you see. Separate workspaces cost two things: * a task can't move from one workspace to the other; * [tags](/guides/tag-tasks) aren't shared between them. You need two workspaces: your team's and your own. Hule creates a workspace for you when you sign up, named after you; you get the second when a team invites you into theirs. ::: warning Only one workspace? The app has no button to create a workspace. If the workspace you signed up with *is* your team's, use the last variation instead. ::: ## Day view: the finished setup ```text Your account ├── Work (workspace, shared with your team) │ └── … the team's folders and lists ├── Home (workspace, only you) │ ├── Errands │ └── Family └── User Views (only you) └── Day: your open tasks due today or overdue, from Work and Home ``` ![The personal List view Day grouped by list: Errands from Home with Call the dentist, and Clients from Work with Send the client report](/shots/recipes/personal-and-work-1.light.webp){.light-only} ![The personal List view Day grouped by list: Errands from Home with Call the dentist, and Clients from Work with Send the client report](/shots/recipes/personal-and-work-1.dark.webp){.dark-only} ## Setup: workspaces, automation, Day view 1. In the sidebar, under **Workspaces**, point at your own workspace, click **⋯** and choose **Rename**; type **Home** and press `Enter`. The sidebar shows **Home**. 2. In **Home**, create the lists **Errands** and **Family**, and in the list form pick the **Teamwork** feature preset ([Create a list](/guides/organize-folders-and-lists#create-a-list)). Tasks in them get an [assignee field](/guides/assign-and-watch-tasks); the default **Simple list** leaves it off. 3. In **Home**'s **Workspace settings** → **Automations**, click **New**, pick **Auto-assign** and click **Save** ([Presets](/guides/create-an-automation#presets-start-from-a-ready-automation)). Every new task in **Home** is now assigned to whoever creates it. 4. In each workspace's **Workspace settings**, under **Me in this workspace** → [**GTD**](/concepts/gtd), pick an **Inbox list** ([Inbox list setting](/guides/capture-to-inbox#inbox-list-setting)). When you start a new task outside a list, the form opens on the Inbox list of the workspace you last worked in. 5. In the sidebar's **User Views**, point at the row with your name, click **+** and choose **New view** ([Create the view](/guides/build-a-today-view#create-the-view)). The view form opens. 6. Name it **Day** and set **Display Mode** to **List**. 7. Under **Source**, pick **Work** and **Home**, then click **Create**. The view opens with every task from both workspaces. ::: warning New tasks from Day **Day** belongs to no workspace: check the **List** field before you save a task you start there. ::: 8. Click **Filter** and add three rules with **+ Rule** ([Today's filter](/guides/build-a-today-view#today-s-filter-due-open-yours)): * **Due date** · **on or before / ≤** · **Today** (**Relative**); * **Assignee** · **is** · **Me (current user)**; * [**Stage**](/concepts/statuses) · **none of** · **Done**. 9. Click **Save** on the strip. The list shrinks to what is due today or overdue. ::: warning Unassigned tasks drop out The Assignee rule hides tasks with no assignee. Tasks created before step 3 have no assignee. Set **Assignee** on them, or make the rule "**Assignee** is **Me (current user)** or is empty": [Assignee: yours or nobody's](/guides/build-a-today-view#assignee-yours-or-nobody-s). ::: 10. Open **Group** and pick **List** ([Group by list](/guides/filter-sort-and-group-a-view#group-by-list)). Each list gets its own group, so **Errands** never mixes with the team's lists. 11. Right-click **Day** in the sidebar and choose **Set as home** ([Home page](/guides/build-a-today-view#home-page-open-today-at-start)). Hule now opens on **Day**. ## Daily use * **Plan the day once.** **Day** shows your open tasks due today or overdue from both workspaces. Set the **Due date** of what won't fit to tomorrow: it leaves **Day** until then. * **Work on a task from the view.** Opening a task from **Day** shows it on top of the view, with its own list's statuses, people and comments. You don't need to switch workspaces. * **Capture on the go.** Send the Telegram bot the task, for example: ```text /new Call the dentist tomorrow ``` ::: warning Connect the bot first Link your Telegram account first: [Add tasks from Telegram](/guides/add-tasks-from-telegram#before-you-start). ::: It asks which list to use and offers your lists grouped by workspace, up to 24 buttons ([Add tasks from Telegram](/guides/add-tasks-from-telegram)). * **Find anything.** Press **⌘K** (Mac) or **Ctrl+K** (Windows, Linux) to search all your workspaces ([Search every workspace](/guides/find-anything#search-every-workspace)). ## Day view troubleshooting * **Day doesn't show your home tasks.** Click **Sources** in the view's header and add **Home** ([Sources: where a view looks](/concepts/views#sources-where-a-view-looks)). Or the tasks have no due date or aren't assigned to you. Set **Assignee** on tasks created before the automation, or change the rule to "**Assignee** is **Me (current user)** or is empty"; see [Assignee: yours or nobody's](/guides/build-a-today-view#assignee-yours-or-nobody-s). * **A tag filter misses tasks.** Tags belong to one workspace each. Two tags called **urgent** in **Work** and **Home** are two different tags: pick both in the filter; see [Tags from several workspaces](/reference/view-filters#tags-from-several-workspaces). * **Your team sees a personal task.** It was created in a **Work** list. A task can't move to another workspace: create it again in a **Home** list, then delete the one in **Work** ([Task menu](/guides/create-and-edit-tasks#task-menu-duplicate-move-delete)). ::: danger Deleting can't be undone Deleting the **Work** task removes it and its subtasks for good, with its comments and history. Copy anything you need into the new task first. ::: ## Variations: more jobs, a calendar, one workspace * **Several jobs.** Add every workspace you belong to as a source of **Day**. * **A calendar of your life.** Make a second personal view over the same sources with **Display Mode** set to **Calendar** ([Calendar](/guides/plan-on-timeline-and-calendar#calendar-block-time-by-the-hour)). * **One workspace only.** Keep a **Home** folder at the workspace's top level and [don't share it](/concepts/sharing) ([Split a team's work into folders](/recipes/split-a-team-into-folders)). A top-level folder that no one is given access to stays hidden from other members. Only these people see it: * you; * the workspace owner; * members whose [permission set](/reference/permissions-and-access) has **See all** or **Edit all** for folders.