{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000165098","result":{"data":{"allContentfulHelpCategory":{"edges":[{"node":{"categoryTitle":"Extensions","categoryId":"61000063757"}},{"node":{"categoryTitle":"With Slack","categoryId":"61000080941"}},{"node":{"categoryTitle":"Mobile app","categoryId":"61000080939"}},{"node":{"categoryTitle":"Account & billing","categoryId":"61000080940"}},{"node":{"categoryTitle":"How to guides","categoryId":"61000063760"}},{"node":{"categoryTitle":"Getting started","categoryId":"61000063758"}}]}},"pageContext":{"article":{"id":61000165098,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:14Z","category_id":61000080941,"folder_id":61000118780,"title":"Adding participants to a space in Slack","updated_at":"2021-01-04T23:07:17Z","description":"Adding participants to a space can be done either in Slack or directly in Workast - however, if you add a participant in Workast, they will not be automatically added to the Slack channel. Users should be manually added to the Slack channel.

Adding a participant to a channel/space in Slack

","description_text":"Adding participants to a space can be done either in Slack or directly in Workast - however, if you add a participant in Workast, they will not be automatically added to the Slack channel. Users should be manually added to the Slack channel. Adding a participant to a channel/space in Slack Invite participants to your Slack channel as you normally would - either by using the \"invite others to this channel\" option at the top of the channel, by clicking on participants at the top of the screen, or by clicking on the settings button.  You can also create a channel message and tag them with @(name) and you will get a Slack pop-up, asking if they should be added to the channel. Once in the Slack channel, the user will automatically be added to your space in Workast when they are either assigned a task, or if they click on a task in the channel.   As participants in a Slack channel will be able to access the Workast space simply by clicking on a task in the channel, new private channels or lists should be created for tasks where limited access is required. ","seo_data":{"meta_title":"Adding participants to a channel in Slack","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":3,"feedback_count":0},"folderArticles":[{"id":61000165098,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:14Z","category_id":61000080941,"folder_id":61000118780,"title":"Adding participants to a space in Slack","updated_at":"2021-01-04T23:07:17Z","description":"Adding participants to a space can be done either in Slack or directly in Workast - however, if you add a participant in Workast, they will not be automatically added to the Slack channel. Users should be manually added to the Slack channel.

Adding a participant to a channel/space in Slack

","description_text":"Adding participants to a space can be done either in Slack or directly in Workast - however, if you add a participant in Workast, they will not be automatically added to the Slack channel. Users should be manually added to the Slack channel. Adding a participant to a channel/space in Slack Invite participants to your Slack channel as you normally would - either by using the \"invite others to this channel\" option at the top of the channel, by clicking on participants at the top of the screen, or by clicking on the settings button.  You can also create a channel message and tag them with @(name) and you will get a Slack pop-up, asking if they should be added to the channel. Once in the Slack channel, the user will automatically be added to your space in Workast when they are either assigned a task, or if they click on a task in the channel.   As participants in a Slack channel will be able to access the Workast space simply by clicking on a task in the channel, new private channels or lists should be created for tasks where limited access is required. ","seo_data":{"meta_title":"Adding participants to a channel in Slack","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165212,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:43Z","category_id":61000080941,"folder_id":61000118780,"title":"How to assign a task to a team member or to myself in Slack","updated_at":"2021-01-04T23:07:16Z","description":"There are a few ways to assign a task that will be covered below:

- When creating a task in Slack

- Slack drop-down message menus

If you'd like to know how to assign tasks in the web app, click here.

When creating a task in Slack

The quickest way to assign a task to a team member or yourself in Slack is when you create a new task.

To create a new task in Slack, type \"/todo\" followed by the task details. To assign a team member when you create the task, tag the team members username.  

E.g. /todo Email client invitations @Kay

This will assign the task directly to Kay when creating the task.  The assigned team member will receive a direct message from todobot when they are assigned a task

If you want to assign multiple team members to the task, simply add more in your task creation line.  
E.g. /todo Email client invitations @Kay @Blake @Martha 

To assign a task to yourself when creating the task, replace the username with @me

E.g. /todo email client invitations @me

By typing @me at the end of the task, the task will be assigned to you

Press enter to submit the task

Slack drop-down message menus

After task creation, you can use the drop-down message menu to assign tasks.  This can be done either immediately after task creation, or after listing tasks using the /todo list command.

To assign a task immediately after task creation:

When you click the message menu, you will have a few options. Choose \"Assign To...\" to assign the task to another team member or the \"Assign to me\" to assign the task to yourself.  

Once the user is chosen, the task will be updated with the new assignee.  The assigned team member will receive a direct message from Workast (under Apps in Slack) when they are assigned a task.

You can also select the \"Edit\" option after opening the task menu (three dots) which brings up the full task details.  Scroll to the \"Assigned to\" section and add assignees there.  Click \"Save\" to confirm your changes. 

","description_text":"There are a few ways to assign a task that will be covered below: - When creating a task in Slack - Slack drop-down message menus If you'd like to know how to assign tasks in the web app, click here. When creating a task in Slack The quickest way to assign a task to a team member or yourself in Slack is when you create a new task. To create a new task in Slack, type \"/todo\" followed by the task details. To assign a team member when you create the task, tag the team members username.   E.g. /todo Email client invitations @Kay This will assign the task directly to Kay when creating the task.  The assigned team member will receive a direct message from todobot when they are assigned a task If you want to assign multiple team members to the task, simply add more in your task creation line.   E.g. /todo Email client invitations @Kay @Blake @Martha  To assign a task to yourself when creating the task, replace the username with @me E.g. /todo email client invitations @me By typing @me at the end of the task, the task will be assigned to you Press enter to submit the task Slack drop-down message menus After task creation, you can use the drop-down message menu to assign tasks.  This can be done either immediately after task creation, or after listing tasks using the /todo list command. To assign a task immediately after task creation: Click on the message menu underneath the task creation message Click \"Assign to Me\" to assign the task to yourself Click \"Assign to..\" to bring up a list of users to assign the task to another team member Select the team member to assign them to the task When you click the message menu, you will have a few options. Choose \"Assign To...\" to assign the task to another team member or the \"Assign to me\" to assign the task to yourself.   Once the user is chosen, the task will be updated with the new assignee.  The assigned team member will receive a direct message from Workast (under Apps in Slack) when they are assigned a task. You can also select the \"Edit\" option after opening the task menu (three dots) which brings up the full task details.  Scroll to the \"Assigned to\" section and add assignees there.  Click \"Save\" to confirm your changes.  ","seo_data":{"meta_title":"How to assign a Workast task in Slack","meta_description":"Use Workast to assign tasks in Slack "},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":5,"thumbs_down":0,"hits":14,"feedback_count":0},{"id":61000280884,"type":1,"status":1,"agent_id":61000880169,"created_at":"2020-08-06T19:57:20Z","category_id":61000080941,"folder_id":61000118780,"title":"How to create and use a tag","updated_at":"2021-01-04T23:07:15Z","description":"

Tags are a great way to quickly label and identify tasks.  Tags can be be created, and tasks tagged, either in Slack or directly in Workast.  



Creating and using tags in Slack








Creating and using tags in Workast










For information on how to edit or delete tags, click here.



","description_text":" Tags are a great way to quickly label and identify tasks.  Tags can be be created, and tasks tagged, either in Slack or directly in Workast.   Creating and using tags in Slack Click on the drop down menu under a task, and scroll down to Tags. To use an existing tag, simply click on the tag(s) and the tag label will be added. To create a new tag, select \"create new tag\" which will bring up a pop-up menu, allowing you to create the new tag name and color. Creating and using tags in Workast Open up the task in Workast by double clicking on it On the right hand side of the screen, either click on the + symbol next to the Tags label, or click on \"Select a tag\" To use an existing tag, select the tag that you want to use.  Tags already used in that space will be listed, to show all tags used in your team, click the \"Show all tags\" switch so that the button is to the right and shown in red. The tag indicator will appear next to the task number, visible even when the task details are minimized To create a new tag, select the \"Create a new tag\" option, then enter the tag name and click on a color choice to assign a color to that tag.  If you'd like to choose additional colors, click on \"More colors\" to receive different random color options.  Click \"Save\" to save the tag, then click on the tag to add the tag to the task. For information on how to edit or delete tags, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0}],"category":{"id":61000080941,"name":"Slack","description":"Discover more features of Workast in Slack","created_at":"2020-03-04T01:30:01Z","updated_at":"2020-08-06T19:57:16Z"},"folder":{"id":61000118780,"name":"Assigning Tasks","description":null,"visibility":1,"created_at":"2020-03-04T01:30:05Z","updated_at":"2020-03-04T01:30:05Z"}}}}