{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000165132","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":61000165132,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:22Z","category_id":61000063758,"folder_id":61000196633,"title":"Create your first task","updated_at":"2021-01-04T23:08:32Z","description":"

Tasks are a simple way to manage your work.  Tasks can be part of a larger project or stand-alone items that need to be completed. This guide will show you how to get started with your first tasks in Workast

Task creation

On the left-hand taskbar, click on the space in which you would like to create the task.

Click on +Create new task where you can start typing your new task.  You can add a new task in any list in the space/channel.

Type the details of the task to create a new task.  Add an assignee(s) and a due date/time if you wish by clicking on the assignee and due date icons, or type the due date in the task title to automatically generate the due date. Press enter to save your task.

The task has now been created in the space. Any assignees will receive a notification of the task in their Workast channel in Slack.

For more information on how to create tasks in Slack, see our guide here.

","description_text":" Tasks are a simple way to manage your work.  Tasks can be part of a larger project or stand-alone items that need to be completed. This guide will show you how to get started with your first tasks in Workast Task creation On the left-hand taskbar, click on the space in which you would like to create the task. Click on +Create new task where you can start typing your new task.  You can add a new task in any list in the space/channel. Type the details of the task to create a new task.  Add an assignee(s) and a due date/time if you wish by clicking on the assignee and due date icons, or type the due date in the task title to automatically generate the due date. Press enter to save your task. The task has now been created in the space. Any assignees will receive a notification of the task in their Workast channel in Slack. For more information on how to create tasks in Slack, see our guide here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":58,"feedback_count":0},"folderArticles":[{"id":61000165123,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:20Z","category_id":61000063758,"folder_id":61000196633,"title":"How to create a project or event","updated_at":"2021-01-04T23:08:33Z","description":"

Workast is the ideal place to plan, deploy, and complete a project or an event.  You can create a space for the project, create lists, add team members, and assign tasks all within the Workast web app.

Creating a space for your project

To create a space in the Workast web app:

Creating lists for your project/event

The next step in creating the space for your project/event is adding lists, which will allow you to seamlessly organize your tasks.

To create lists for your space:

Creating and assigning tasks

* Certain features are only available with Premium (paid) Workast plans.  For information on our plans, click here.

","description_text":" Workast is the ideal place to plan, deploy, and complete a project or an event.  You can create a space for the project, create lists, add team members, and assign tasks all within the Workast web app. Creating a space for your project To create a space in the Workast web app: Click on + next to \"Spaces\" in your left-hand taskbar A space creation dialogue will open. Name your space. Invite users to your space if desired - type in the names of the users that you would like to invite, and click on the populated result. Select who can join the space.  The default selection is \"Anyone on the team\" which makes it a public space.  To change the space to private, click the button next to \"Only those invited can join the space.\" Choose what apps you'd like to connect to the space by clicking the arrow next to \"Apps and \"Integrations\" and then selecting \"Add\" next to the integrations you'd like to add.   Click the green \"Create\" button to finish completing the space. Creating lists for your project/event The next step in creating the space for your project/event is adding lists, which will allow you to seamlessly organize your tasks. To create lists for your space: Click on \"Create a new list.\" Enter the list title. Hit enter to save the list title. The pin icon indicates the default list in the space.   To set a list as the default list in the space, click on three vertical dots on the right-hand side of the list and click \"Set as default.\" To delete a list in the space, click on the three vertical dots on the right-hand side of the list and click \"Delete.\" Creating and assigning tasks Once your lists are created, you can start adding tasks. Clicking on \"Add a new task\" under the individual list to create new tasks. Click on the calendar to add a due date, and on the people icon to add assignees. Press \"Save\" to complete the task. You can then click on the task to expand it, allowing you to add a description, attachments, subtasks and tags. * * Certain features are only available with Premium (paid) Workast plans.  For information on our plans, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":63,"feedback_count":0},{"id":61000165132,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:22Z","category_id":61000063758,"folder_id":61000196633,"title":"Create your first task","updated_at":"2021-01-04T23:08:32Z","description":"

Tasks are a simple way to manage your work.  Tasks can be part of a larger project or stand-alone items that need to be completed. This guide will show you how to get started with your first tasks in Workast

Task creation

On the left-hand taskbar, click on the space in which you would like to create the task.

Click on +Create new task where you can start typing your new task.  You can add a new task in any list in the space/channel.

Type the details of the task to create a new task.  Add an assignee(s) and a due date/time if you wish by clicking on the assignee and due date icons, or type the due date in the task title to automatically generate the due date. Press enter to save your task.

The task has now been created in the space. Any assignees will receive a notification of the task in their Workast channel in Slack.

For more information on how to create tasks in Slack, see our guide here.

","description_text":" Tasks are a simple way to manage your work.  Tasks can be part of a larger project or stand-alone items that need to be completed. This guide will show you how to get started with your first tasks in Workast Task creation On the left-hand taskbar, click on the space in which you would like to create the task. Click on +Create new task where you can start typing your new task.  You can add a new task in any list in the space/channel. Type the details of the task to create a new task.  Add an assignee(s) and a due date/time if you wish by clicking on the assignee and due date icons, or type the due date in the task title to automatically generate the due date. Press enter to save your task. The task has now been created in the space. Any assignees will receive a notification of the task in their Workast channel in Slack. For more information on how to create tasks in Slack, see our guide here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":58,"feedback_count":0},{"id":61000165273,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:58Z","category_id":61000063758,"folder_id":61000196633,"title":"How to see what I'm working on","updated_at":"2021-01-04T23:08:32Z","description":"

When you start your day at work, it sometimes becomes overwhelming to try and sort through all the work, projects, emails, and post-it notes. When you capture your work with Workast, you have all your tasks in one place and you can start your day with a plan so you know exactly what you need to do.

Assigned to me

In Workast, there is a saved search automatically created for you, labeled \"Assigned to me.\"  This will show all the tasks that have been assigned to you that are currently open/pending.   You can find this, and other saved searches on your left-hand taskbar.

My tasks

This is similar to \"Assigned to me\" but shows tasks that you are following, not just the ones that you are assigned.  This can include tasks that you have created, as well as tasks where you are assisting.

Due Today

From 'My Tasks' you can click on 'Due Today' to see all the tasks that are due today that you are following - either as a task creator, assignee, or an additional follower. 

Simply click the checkmark to complete the task when you are done!

What should I work on next?

How you prioritize your tasks depends on your work style and the needs of your organization.    You may prioritize tasks that are specifically assigned to you, or tasks that are due immediately.  

Monthly Planning

Workast is great for forward planning.   You can see all the tasks that you are assigned, followed or created that have due dates in a calendar view so you can plan your work accordingly.  You can find your calendar at the top of the left-hand taskbar.

Quick tip - Check out our calendar integration to connect your Workast calendar to your Google calendar, Office, iCal and more!

What have I accomplished?

Workast keeps track of all the work you have completed so you know exactly what you have accomplished. Simply click on the \"Completed by me\" button on your left-hand taskbar to see all the work you've done.

To keep up with your work in Slack, make sure your daily reminder and notification preferences are set optimally for you.  To learn how, click here

","description_text":" When you start your day at work, it sometimes becomes overwhelming to try and sort through all the work, projects, emails, and post-it notes. When you capture your work with Workast, you have all your tasks in one place and you can start your day with a plan so you know exactly what you need to do. Assigned to me In Workast, there is a saved search automatically created for you, labeled \"Assigned to me.\"  This will show all the tasks that have been assigned to you that are currently open/pending.   You can find this, and other saved searches on your left-hand taskbar. My tasks This is similar to \"Assigned to me\" but shows tasks that you are following, not just the ones that you are assigned.  This can include tasks that you have created, as well as tasks where you are assisting. Due Today From 'My Tasks' you can click on 'Due Today' to see all the tasks that are due today that you are following - either as a task creator, assignee, or an additional follower.  Simply click the checkmark to complete the task when you are done! What should I work on next? How you prioritize your tasks depends on your work style and the needs of your organization.    You may prioritize tasks that are specifically assigned to you, or tasks that are due immediately.   Monthly Planning Workast is great for forward planning.   You can see all the tasks that you are assigned, followed or created that have due dates in a calendar view so you can plan your work accordingly.  You can find your calendar at the top of the left-hand taskbar. Quick tip - Check out our calendar integration to connect your Workast calendar to your Google calendar, Office, iCal and more! What have I accomplished? Workast keeps track of all the work you have completed so you know exactly what you have accomplished. Simply click on the \"Completed by me\" button on your left-hand taskbar to see all the work you've done. To keep up with your work in Slack, make sure your daily reminder and notification preferences are set optimally for you.  To learn how, click here ","seo_data":{"meta_title":"How to see what I'm working on with Workast","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":13,"feedback_count":0},{"id":61000130106,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:22Z","category_id":61000063758,"folder_id":61000196633,"title":"Inviting your team onboard","updated_at":"2021-01-04T23:08:31Z","description":"Once Workast is installed into your Slack workspace, you can start inviting team members to use the app. Any member* of your Slack team can be added to your Workast team. You can do so in one of three ways:

*  To learn how to add guest users to your team's Workast, click here.

Adding new users in your admin dashboard

Quick tip - if the user is not populating when you are typing in their name, check to see if they've been deactivated by clicking the \"Active\" tab and changing it to \"Deactivated.\"  To learn how to change member roles, click here.  

To learn how to deactivate a user, click here.

How to assign a task to a team member in Slack

When you assign a task to a team member in Slack, it invites that user to use Workast. The team member will receive a notification that they are assigned the task in Workast and can then start using the application. 

To create and assign a new task to a team member 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

","description_text":"Once Workast is installed into your Slack workspace, you can start inviting team members to use the app. Any member* of your Slack team can be added to your Workast team. You can do so in one of three ways: In the admin dashboard in the web app - see below.  You must be a team admin to add users using this method.  To learn more about the admin user role, click here.  In Slack - by assigning a task to the user.  Learn how here. In the web app - by adding the user to a space.  Learn how here. *  To learn how to add guest users to your team's Workast, click here. Adding new users in your admin dashboard Access your admin dashboard by clicking on the arrow next to your name in the top left-hand corner of the web app, then selecting \"Manage (Your Team.)\"  This will open your admin dashboard. Once in your admin dashboard, select \"add user.\"  You must be in the \"Active\" user view and a team admin to add a user. Begin to type the user's name in the search field, then click on their name when it populates.  You must type in at least 3 letters to begin the user search.  Quick tip - if the user is not populating when you are typing in their name, check to see if they've been deactivated by clicking the \"Active\" tab and changing it to \"Deactivated.\"  To learn how to change member roles, click here.   To learn how to deactivate a user, click here. How to assign a task to a team member in Slack When you assign a task to a team member in Slack, it invites that user to use Workast. The team member will receive a notification that they are assigned the task in Workast and can then start using the application.  To create and assign a new task to a team member 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 ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165159,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:29Z","category_id":61000063758,"folder_id":61000196633,"title":"How to get to the Workast Web Application","updated_at":"2021-01-04T23:08:31Z","description":"

There are various ways to visit the Workast web application:

Accessing Workast from the task link in Slack

The task summary (title/name) of a task is clickable, and will take you to the Workast web app.

Click any of the links to open the task details page in Workast.

Accessing Workast from a /todo list

To see the to-do list for the channel / space type: /todo list.

There is a link to Workast when the list is shown (as well as all of the task summaries being clickable.)

Accessing Workast using the /todo help command

You can type /todo help in any conversation or channel and you will see a link to Workast.

","description_text":" There are various ways to visit the Workast web application: Workast link: Click here to log in to the Workast Dashboard Slack: Clicking on the task link Slack: Using the \"Open in Workast\" button after the /todo list command Slack: Clicking the \"Login to Workast\" button after using the /todo help command Accessing Workast from the task link in Slack The task summary (title/name) of a task is clickable, and will take you to the Workast web app. Click any of the links to open the task details page in Workast. Accessing Workast from a /todo list To see the to-do list for the channel / space type: /todo list. There is a link to Workast when the list is shown (as well as all of the task summaries being clickable.) Accessing Workast using the /todo help command You can type /todo help in any conversation or channel and you will see a link to Workast. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":7,"feedback_count":0},{"id":61000287654,"type":1,"status":2,"agent_id":61001167161,"created_at":"2021-01-05T00:08:06Z","category_id":61000063758,"folder_id":61000196633,"title":"System Requirements and Supported Browsers","updated_at":"2021-01-05T00:08:16Z","description":"

At Workast, we mirror the list of browsers supported by Slack which can be found here.   Please note that as of March 2019, Slack changed its minimum browser requirements.  As Workast uses the sign-on with Slack login function, Workast's minimum browser requirements also changed at that time.  

Supported browsers

  1. Chrome - version 66 and newer
  2. Firefox - version 52 and newer
  3. Safari - 10.1 and newer
  4. Internet Explorer - no longer supported
  5. Edge - Version 41 and newer

Operating system requirements

","description_text":" At Workast, we mirror the list of browsers supported by Slack which can be found here.   Please note that as of March 2019, Slack changed its minimum browser requirements.  As Workast uses the sign-on with Slack login function, Workast's minimum browser requirements also changed at that time.   Supported browsers Chrome - version 66 and newer Firefox - version 52 and newer Safari - 10.1 and newer Internet Explorer - no longer supported Edge - Version 41 and newer Operating system requirements Mac - OS X 10.9 or later Windows - Windows 7 or later Linux - Ubuntu LTS releases 16.04 or later (beta) Linux - Fedora 26 or later (beta) Linux - Red Hat Enterprise Linux 7.0 or later (beta) iOS - iOS 10.0 or later Android - Android 4.4 or later ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":2,"feedback_count":0}],"category":{"id":61000063758,"name":"Getting Started with Workast","description":"If you're new to Workast, read these articles first","created_at":"2020-02-27T22:51:22Z","updated_at":"2020-03-04T01:30:01Z"},"folder":{"id":61000196633,"name":"Next Steps","description":null,"visibility":1,"created_at":"2020-06-24T18:25:25Z","updated_at":"2020-06-24T18:25:25Z"}}}}