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What is the difference between Personal and Work?

Compare what each schedule type records and when to use it.

4 min read

Personal and Work do not indicate how important a schedule is. Choose the type based on what you need to record and how you want to use it later.

Personal schedules

Personal is a good fit for appointments, errands, medical visits, workouts, and other plans that only need a few details. It is designed for quick entry around a title.

  • Title
  • Date and time
  • Location
  • Checklist items
  • Notes
  • A date range or repeat

Work schedules

Use Work when you need to keep customer details, job records, amounts, or assignees with a schedule. The form you choose controls which fields and record-keeping tools are available.

  • Use Quick form to record only a title, location, checklist items, and notes.
  • Use a custom work form for customer details, addresses, amounts, and fields you define.
  • Depending on the form, use checklists, timers, and before-and-after photos.
  • Preview and share a document or PDF from supported completed work schedules.
  • Assign team members and use shared forms in a team calendar.

How calendars affect the schedule type

  • My Calendar can contain both personal and work schedules.
  • Team calendars can contain work schedules only.
  • A work schedule saved to My Calendar remains your private schedule and is not shared with a team.

A quick way to choose

  1. 01

    A title and time are enough

    Use Personal for appointments, workouts, medical visits, and everyday tasks.

  2. 02

    It is work, but the record can stay simple

    Use Work with Quick form for errands, simple jobs, or a basic team task.

  3. 03

    You need the same details every time

    Choose a work form when you need customer information, inspection results, amounts, or photos.

  4. 04

    Several people need to see it

    Select a team calendar, create a work schedule, and choose its assignees.

You can edit a saved schedule later, but changing the form on an existing work schedule can clear its work records. If you have already entered information, review the form-change notice first.

Still need help?

If you couldn’t find the answer, contact us or get help with your account.