{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000165103","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":61000165103,"type":1,"status":2,"agent_id":61000880169,"created_at":"2020-03-04T01:30:15Z","category_id":61000063760,"folder_id":61000098243,"title":"My Tasks","updated_at":"2021-01-04T23:07:54Z","description":"

\"My Tasks\" shows tasks that you either you have created, followed, or been assigned.  The view is broken down by Space/People, and is now the opening page of the Workast web application.  Your personal Space will be shown first, then the remaining Spaces will be shown in alphabetical order.





How to change views in My Tasks


The default view for My Tasks is \"All Open Tasks,\" with the option to change the view to tasks due today (or overdue), tasks assigned to you, or tasks completed.

To change the view, either select the banner at the top of the page, or use the hamburger under the Tasks Completed banner. 





You can also filter Tasks Due Today to show only the tasks that you are assigned by moving the \"Show only tasks assigned to me\" button to the right.





","description_text":" \"My Tasks\" shows tasks that you either you have created, followed, or been assigned.  The view is broken down by Space/People, and is now the opening page of the Workast web application.  Your personal Space will be shown first, then the remaining Spaces will be shown in alphabetical order. How to change views in My Tasks The default view for My Tasks is \"All Open Tasks,\" with the option to change the view to tasks due today (or overdue), tasks assigned to you, or tasks completed. To change the view, either select the banner at the top of the page, or use the hamburger under the Tasks Completed banner.  You can also filter Tasks Due Today to show only the tasks that you are assigned by moving the \"Show only tasks assigned to me\" button to the right. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":10,"feedback_count":0},"folderArticles":[{"id":61000165103,"type":1,"status":2,"agent_id":61000880169,"created_at":"2020-03-04T01:30:15Z","category_id":61000063760,"folder_id":61000098243,"title":"My Tasks","updated_at":"2021-01-04T23:07:54Z","description":"

\"My Tasks\" shows tasks that you either you have created, followed, or been assigned.  The view is broken down by Space/People, and is now the opening page of the Workast web application.  Your personal Space will be shown first, then the remaining Spaces will be shown in alphabetical order.





How to change views in My Tasks


The default view for My Tasks is \"All Open Tasks,\" with the option to change the view to tasks due today (or overdue), tasks assigned to you, or tasks completed.

To change the view, either select the banner at the top of the page, or use the hamburger under the Tasks Completed banner. 





You can also filter Tasks Due Today to show only the tasks that you are assigned by moving the \"Show only tasks assigned to me\" button to the right.





","description_text":" \"My Tasks\" shows tasks that you either you have created, followed, or been assigned.  The view is broken down by Space/People, and is now the opening page of the Workast web application.  Your personal Space will be shown first, then the remaining Spaces will be shown in alphabetical order. How to change views in My Tasks The default view for My Tasks is \"All Open Tasks,\" with the option to change the view to tasks due today (or overdue), tasks assigned to you, or tasks completed. To change the view, either select the banner at the top of the page, or use the hamburger under the Tasks Completed banner.  You can also filter Tasks Due Today to show only the tasks that you are assigned by moving the \"Show only tasks assigned to me\" button to the right. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":10,"feedback_count":0},{"id":61000165102,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:15Z","category_id":61000063760,"folder_id":61000098243,"title":"Calendar","updated_at":"2021-01-04T23:07:53Z","description":"The Calendar shows all the tasks you are following, that has a due date. 

Review all your tasks in an easy to read calendar with view of month,  week or day. Easily see when a task is due and plan accordingly!  The calendar includes links to each task, and the ability to complete tasks in all views.

It is located on the left hand side menu, at the very top of the side bar. The Calendar collates all the tasks you are following from all the Spaces that you have access to. 

Navigating the Calendar views 

The Calendar has 3 views:Use the buttons on the top right hand corner to switch between the different views. The arrows on the left hand side helps you switch to different days and weeks.  Managing Tasks from the Calendar 

Tasks can be managed from the calendar view. 

Click on any task to open it. You can complete the task, add subtasks, edit the task and due dates.

To edit the due date for the task, you can drag and drop the task to a different day on the calendar. 

","description_text":"The Calendar shows all the tasks you are following, that has a due date.  Review all your tasks in an easy to read calendar with view of month,  week or day. Easily see when a task is due and plan accordingly!  The calendar includes links to each task, and the ability to complete tasks in all views. It is located on the left hand side menu, at the very top of the side bar. The Calendar collates all the tasks you are following from all the Spaces that you have access to.  Navigating the Calendar views  The Calendar has 3 views: Month  Week Day  Use the buttons on the top right hand corner to switch between the different views. The arrows on the left hand side helps you switch to different days and weeks.   Completed tasks are indicated by a green check box next to the task. Open tasks show the person that is assigned the task, or the task on its own without a green check box.  Managing Tasks from the Calendar  Tasks can be managed from the calendar view.  Click on any task to open it. You can complete the task, add subtasks, edit the task and due dates. To edit the due date for the task, you can drag and drop the task to a different day on the calendar.  ","seo_data":{"meta_title":"Calendar View of All Tasks in Workast","meta_description":"Use the Calendar view in Workast to see all the tasks you follow with a due date so you can plan your work"},"tags":["calendar"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165208,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:42Z","category_id":61000063760,"folder_id":61000098243,"title":"Using the Board View","updated_at":"2021-01-07T23:30:01Z","description":"

Accessing your boards

To open the board view of a space:

Spaces now have a board view to enable you to organize your work visually, allowing an easy option to see how close to completion a task is, or wherein a project a to-do falls.   Your spaces haven't changed, but the lists can now be viewed as columns in the board view.  Here's an overview of how the board view works:

Adding tasks to your board

To add and tasks:


How to quickly edit and complete tasks in the board view

Other quick actions in the board view

You can also mouse over a task and click on the ellipses (three dots) for options to:

Moving tasks in the board view

To move tasks in the board view:

How to view full task details in the board view

Moving columns

To change the order of columns:

 

Creating new columns for your board

To create a new column:

To learn how to delete columns, click here. To learn how to edit lists, click here.

","description_text":" Accessing your boards To open the board view of a space: On the left-hand taskbar of Workast, click on a Space. The default view is currently the \"Lists\" view. Click on the \"Board\" tab next to \"Lists\" to open the board. Spaces now have a board view to enable you to organize your work visually, allowing an easy option to see how close to completion a task is, or wherein a project a to-do falls.   Your spaces haven't changed, but the lists can now be viewed as columns in the board view.  Here's an overview of how the board view works: Adding tasks to your board To add and tasks: Click on \"Create a new task\" under the appropriate column.  Type your task title.  Add a due date and assignee if you'd like by clicking on the calendar and people icons.  Click \"enter\" to create your task. A task creation confirmation pop-up will appear in the bottom left corner of your screen. How to quickly edit and complete tasks in the board view Once a task has been added, you can mouse over it for quick action buttons to edit or add due dates and assignees, or to complete the task. To add or edit an assignee, mouse over a task and click on the people icon to bring up the assignee options.  Click hereto learn more about assigning tasks. To add or edit a due date, mouse over a task and click on the calendar icon.  To learn more about setting due dates, click here. To complete a task quickly in the board view, mouse over the task, and click on the checkmark.  Completed tasks will move to the completed column which is the right-most board column, as well as being found in the completed tab. Other quick actions in the board view You can also mouse over a task and click on the ellipses (three dots) for options to: Follow or unfollow a task Copy a task link Duplicate a task Remove a task Moving tasks in the board view To move tasks in the board view: Click on the task, and drag it over to its new position. An opening will appear between the tasks, once that opening appears, drop the task into its new position. Tasks can be moved either within the same column or to another column. How to view full task details in the board view To view full task details, click on a task.  This will open the task details screen where you can edit and customize as required. From the task details screen, you can create subtasks, add tags, add attachments, and more! Moving columns To change the order of columns: In the left-hand taskbar under the space name, you'll see the list/column names.  In the diagram below, \"Accounting\" is the space name, and \"Last Quarter,\" \"Current Quarter,\" \"On Hold\" and \"Next Quarter\" are the list/columns.   To move a list/column, click on the three lines next to its name.  (You must click on the lines, clicking on the list/column name will not work.) Drag and drop the column to the desired position. Please note that columns can only be moved within the same space. The list view and the board view are the same, so changing the order of one view will adjust the other view accordingly. Creating new columns for your board To create a new column: Scroll to the bottom of the page. Use the horizontal slider to scroll past the right-most column. Type your new column/list title in the text space where it says \"Create a new list.\" Hit \"enter\" to complete the creation.  A list creation confirmation will appear in the bottom-right corner of your screen Once created, it will be visible as a list in the lists view, and as a column in the board view To learn how to delete columns, click here. To learn how to edit lists, click here. ","seo_data":{"meta_title":"Using the board view","meta_description":""},"tags":["space","task","board"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":15,"feedback_count":0}],"category":{"id":61000063760,"name":"Step by Step","description":"View our step by step articles on how to use Workast here","created_at":"2020-02-27T22:51:24Z","updated_at":"2020-08-06T19:57:16Z"},"folder":{"id":61000098243,"name":"Views","description":null,"visibility":1,"created_at":"2020-02-28T19:33:44Z","updated_at":"2020-02-28T19:33:44Z"}}}}