{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000165162","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":61000165162,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:30Z","category_id":61000080941,"folder_id":61000118779,"title":"How to create a space in a direct message in Slack","updated_at":"2021-01-08T00:53:13Z","description":"

A Workast 'space' is where your tasks live. It can be a project, event, customer, team, department and so on. 

Spaces can be connected to a:

Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private. 

How to create a space in a direct message in Slack

Please note:  Tasks created in a direct message channel are not automatically assigned to the users in the channel, so will still need to be assigned to one or both members if needed.  For more information on assigning tasks, click here.

* Slack ownership permissions and exporting functionality may allow your Slack owner access to your direct messages.  See Slack's privacy policies and export functions for details.  

","description_text":" A Workast 'space' is where your tasks live. It can be a project, event, customer, team, department and so on.  Spaces can be connected to a: Public Slack channel Private Slack channel (Premium/Paid subscription required) Direct message / group direct message (Premium/Paid subscription required for group DMs.) Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private.  How to create a space in a direct message in Slack To create a Workast space in a direct message in Slack, click on the direct message with the person you want to create tasks with. Type /todo followed by the task you want to create and press enter when completed E.g. /todo Send invitations for the team meeting You will be prompted to select the other participant in this conversation. In this example, it is Sarah. The reason why we ask you to choose the other participant is because Slack views this conversation as private and does not provide our app with the information as to who is in the conversation. We need to confirm who is in the channel to create the list correctly. Choose the correct person in the channel. The task will be created in the direct message with Sarah and will be shown in your direct message channel.   Tasks created in the channel are private and only visible to those in the direct message channel.* Please note:  Tasks created in a direct message channel are not automatically assigned to the users in the channel, so will still need to be assigned to one or both members if needed.  For more information on assigning tasks, click here. You can now continue to create tasks in the direct message channel.  To see the full list of open tasks in this direct message, type /todo list. Tasks that you have created in the direct message will appear in the Direct/People space with the user in the web app.   You can access the space by clicking on the Open in Workast button, or by logging in to Workast, and then selecting the user under the People or Direct Space heading in the bottom left-hand corner.  * Slack ownership permissions and exporting functionality may allow your Slack owner access to your direct messages.  See Slack's privacy policies and export functions for details.   ","seo_data":{"meta_title":"How to create a Workast Space in a direct message in Slack","meta_description":"Workast tasks can be created between you and another team member in Slack"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":8,"feedback_count":0},"folderArticles":[{"id":61000272415,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-05-20T23:15:51Z","category_id":61000080941,"folder_id":61000118779,"title":"How to create a Workast Space in Slack","updated_at":"2021-01-04T23:07:15Z","description":"

A Workast 'Space' is where your tasks live. It can be a project, event, customer, team, department and so on. 

Spaces can be connected to a:

- Public Slack channel

- Private Slack channel *

- Direct message / group direct message *

Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private. 

How to create a Space in Slack Channel

To create a Space in Slack, simply click on the Slack channel you wish to create a Space in.

The Space is now created

 

* Space and task creation in private channels and group direct messages is a Premium (paid) feature.  Click here to learn about our various plans and features.

","description_text":" A Workast 'Space' is where your tasks live. It can be a project, event, customer, team, department and so on.  Spaces can be connected to a: - Public Slack channel - Private Slack channel * - Direct message / group direct message * Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private.  How to create a Space in Slack Channel To create a Space in Slack, simply click on the Slack channel you wish to create a Space in. Type /todo and press enter You will be presented with two options.  1. To connect the Slack channel to an existing Space in Workast 2. To create a new Space in Workast  Choose 'Create new Space' to create a new Space in Workast Enter the name of the Space Click 'Create' The Space is now created   * Space and task creation in private channels and group direct messages is a Premium (paid) feature.  Click here to learn about our various plans and features. ","seo_data":{"meta_title":"How to create a Workast Space in Slack","meta_description":"A Space is where tasks live. Create a new Workast Space by typing /todo in Slack"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":20,"feedback_count":0},{"id":61000165204,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:41Z","category_id":61000080941,"folder_id":61000118779,"title":"How to create a to-do list/space in a private channel*","updated_at":"2021-01-04T23:07:14Z","description":"
Tasks in private channels allow teams to control visibility while maintaining Workast's full functionality. Task creation in private channels is Premium* (paid) feature.  To view our plans, click here.

In Slack, head to the private channel where you would like to create the new list in.

Type /todo and press enter.

This will bring up a space creation dialog. 

Name the space, and add users.   To ensure that you receive notifications in the private channel, please also add Workast as a user to the space.   Click \"Create\" to complete the space creation. 

A channel message will populate, confirming the space creation. 

To learn how to change a space's privacy settings, click here.

","description_text":" Tasks in private channels allow teams to control visibility while maintaining Workast's full functionality. Task creation in private channels is Premium* (paid) feature.  To view our plans, click here. In Slack, head to the private channel where you would like to create the new list in. Type /todo and press enter. This will bring up a space creation dialog.  Name the space, and add users.   To ensure that you receive notifications in the private channel, please also add Workast as a user to the space.   Click \"Create\" to complete the space creation.  A channel message will populate, confirming the space creation.  To learn how to change a space's privacy settings, click here. ","seo_data":{"meta_title":"How to create a Workast Space in a private Slack channel","meta_description":"Tasks can be created in private Slack channels to keep track of all your team work "},"tags":["spaces"],"attachments":[],"cloud_files":[],"thumbs_up":3,"thumbs_down":3,"hits":8,"feedback_count":0},{"id":61000165162,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:30Z","category_id":61000080941,"folder_id":61000118779,"title":"How to create a space in a direct message in Slack","updated_at":"2021-01-08T00:53:13Z","description":"

A Workast 'space' is where your tasks live. It can be a project, event, customer, team, department and so on. 

Spaces can be connected to a:

Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private. 

How to create a space in a direct message in Slack

Please note:  Tasks created in a direct message channel are not automatically assigned to the users in the channel, so will still need to be assigned to one or both members if needed.  For more information on assigning tasks, click here.

* Slack ownership permissions and exporting functionality may allow your Slack owner access to your direct messages.  See Slack's privacy policies and export functions for details.  

","description_text":" A Workast 'space' is where your tasks live. It can be a project, event, customer, team, department and so on.  Spaces can be connected to a: Public Slack channel Private Slack channel (Premium/Paid subscription required) Direct message / group direct message (Premium/Paid subscription required for group DMs.) Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private.  How to create a space in a direct message in Slack To create a Workast space in a direct message in Slack, click on the direct message with the person you want to create tasks with. Type /todo followed by the task you want to create and press enter when completed E.g. /todo Send invitations for the team meeting You will be prompted to select the other participant in this conversation. In this example, it is Sarah. The reason why we ask you to choose the other participant is because Slack views this conversation as private and does not provide our app with the information as to who is in the conversation. We need to confirm who is in the channel to create the list correctly. Choose the correct person in the channel. The task will be created in the direct message with Sarah and will be shown in your direct message channel.   Tasks created in the channel are private and only visible to those in the direct message channel.* Please note:  Tasks created in a direct message channel are not automatically assigned to the users in the channel, so will still need to be assigned to one or both members if needed.  For more information on assigning tasks, click here. You can now continue to create tasks in the direct message channel.  To see the full list of open tasks in this direct message, type /todo list. Tasks that you have created in the direct message will appear in the Direct/People space with the user in the web app.   You can access the space by clicking on the Open in Workast button, or by logging in to Workast, and then selecting the user under the People or Direct Space heading in the bottom left-hand corner.  * Slack ownership permissions and exporting functionality may allow your Slack owner access to your direct messages.  See Slack's privacy policies and export functions for details.   ","seo_data":{"meta_title":"How to create a Workast Space in a direct message in Slack","meta_description":"Workast tasks can be created between you and another team member in Slack"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":8,"feedback_count":0},{"id":61000165130,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:22Z","category_id":61000080941,"folder_id":61000118779,"title":"How to connect an existing space to a Slack channel","updated_at":"2021-01-04T23:07:13Z","description":"This article will cover how to connect an existing space to a Slack channel. The Slack channel cannot be used by another Space. If you want to change the Slack channel connected with a space, or disconnect a space from Slack, refer to this article.  

If you'd like to know how to create a space and have it linked to a Slack channel from creation, see this article.

Please note that a Slack channel can only be associated with one Workast space.

To link your space to a Slack channel:

","description_text":"This article will cover how to connect an existing space to a Slack channel. The Slack channel cannot be used by another Space. If you want to change the Slack channel connected with a space, or disconnect a space from Slack, refer to this article.   If you'd like to know how to create a space and have it linked to a Slack channel from creation, see this article. Please note that a Slack channel can only be associated with one Workast space. To link your space to a Slack channel: Click on the (+) sign on the top right-hand corner of the Space to add an app.  If you have apps in the space already, click on the ellipses (three dots) and select \"Manage apps.\" Find the Slack app, and click on 'Add' and close the window. At the top right-hand corner, there will be a Slack icon. Click on the Slack icon and then 'Settings.' There will be an option to 'Select a Slack channel' and this will connect a Slack channel with the Space. Select a channel and click on 'Save.' Only channels that are not connected to another Workast space will connect successfully.  ","seo_data":{"meta_title":"How to connect an existing space to a Slack channel","meta_description":""},"tags":["slack","spaces"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":20,"feedback_count":0},{"id":61000165131,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:22Z","category_id":61000080941,"folder_id":61000118779,"title":"How to disconnect or change the Slack channel linked to an existing space","updated_at":"2021-01-04T23:07:12Z","description":"You can now disconnect or change the Slack channel that is connected to an existing space in Workast.  

If you'd like to learn how to connect an existing space to a Slack channel for the first time, see this article.  If you'd like to learn how to create a space and connect it to a Slack channel from creation, see this article.

Please note that a Slack channel can only be associated with one Workast space.

To disconnect a Slack channel from an existing space

To change the Slack channel linked to a space

","description_text":"You can now disconnect or change the Slack channel that is connected to an existing space in Workast.   If you'd like to learn how to connect an existing space to a Slack channel for the first time, see this article.  If you'd like to learn how to create a space and connect it to a Slack channel from creation, see this article. Please note that a Slack channel can only be associated with one Workast space. To disconnect a Slack channel from an existing space Open the space in the Workast web app. Click on the Slack icon in the top right-hand section Click \"Disconnect.\" A confirmation pop-up will appear - select \"Yes\" to confirm that you want to disconnect that space from the Slack channel. The space will now be disconnected from that Slack channel.   To change the Slack channel linked to a space Open the space in the Workast web application. Click on Slack icon in the top right-hand corner  Click on \"Settings\" - a pop-up will appear with a list of Slack channels.  Scroll up and down to see the full list of channels.  (Please note that only public channels are available at this time.)   Select the Slack channel that you want to have linked to the space. Press \"Save\" to confirm the change.   ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":9,"feedback_count":0},{"id":61000165210,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:42Z","category_id":61000080941,"folder_id":61000118779,"title":"How to view tasks in a Slack channel","updated_at":"2021-01-07T23:24:29Z","description":"

Tasks in a Slack channel automatically create a Space in Workast. 

Tasks are shown both in Slack and in the Workast web app. To view the Workast tasks in a Slack channel, click on the channel where the tasks were created

 


","description_text":" Tasks in a Slack channel automatically create a Space in Workast.  Tasks are shown both in Slack and in the Workast web app. To view the Workast tasks in a Slack channel, click on the channel where the tasks were created To see the tasks in a channel, type: /todo list This will show all the open tasks in that channel   The tasks shown are \"Only visible to you\" You can share the tasks publicly in the channel, by clicking the green button \"Share in conversation\". This will share the current list in the channel to all the participants.  ","seo_data":{"meta_title":"How to see the tasks in a Slack channel","meta_description":"Keep track of Workast tasks in your Slack channel by typing /todo list "},"tags":["space","tasks","view tasks"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":1,"hits":3,"feedback_count":0},{"id":61000165200,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:40Z","category_id":61000080941,"folder_id":61000118779,"title":"Why am I being asked to select the other participant of a conversation??","updated_at":"2021-01-04T23:07:11Z","description":"When you use /todo in Slack with one other person in a direct message, you may be asked to select the other participant in the conversation.

The reason why is because this is considered a private conversation in Slack and Workast cannot see who the other participant is. Therefore, we cannot give the other person access to the task list correctly.

To move forward, you must select the other participant in the conversation so we know who can access the tasks in the space/channel. 

To learn more about creating tasks in direct messages, click here.

","description_text":"When you use /todo in Slack with one other person in a direct message, you may be asked to select the other participant in the conversation. The reason why is because this is considered a private conversation in Slack and Workast cannot see who the other participant is. Therefore, we cannot give the other person access to the task list correctly. To move forward, you must select the other participant in the conversation so we know who can access the tasks in the space/channel.  To learn more about creating tasks in direct messages, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":["spaces"],"attachments":[],"cloud_files":[],"thumbs_up":5,"thumbs_down":10,"hits":1,"feedback_count":0},{"id":61000165203,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:41Z","category_id":61000080941,"folder_id":61000118779,"title":"How to find a Slack user ID","updated_at":"2021-01-04T23:07:10Z","description":"

","description_text":" Click on a user name within Slack. Click on \"View profile\" in the menu that appears. Click the more icon \"...\" Click on \"Copy Member ID.\" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000165266,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:56Z","category_id":61000080941,"folder_id":61000118779,"title":"Personal tasks in Slack","updated_at":"2021-01-04T23:07:10Z","description":"Personal tasks are a special type of task that only you can see, and that cannot be assigned to others.

There are two ways to create a personal to-do list with Workast.

Within Slack

On the left hand side of the Slack chat you will see your direct messages.

Click on the direct message with Workast.  This is found under the \"Apps\" section.

All the tasks created in this direct message with Workast are on your personal to-do list.

Create a task by typing /todo followed by the task details.

E.g. /todo Send out calendar invite for CRM meeting

Press enter to save the task.

This will add the task to your Personal to-do list.

Quick tip - you can also create a personal task from any channel in Slack by using the /mytodo command.  For example, if you want to create a task for yourself to pick up a birthday card for Sarah, type /mytodo pickup birthday card for Sarah. 

If you create a Personal task and need others to view it, you will need to move it into another space.  To learn how to move tasks, click here.

","description_text":"Personal tasks are a special type of task that only you can see, and that cannot be assigned to others. There are two ways to create a personal to-do list with Workast. Within Slack In the Workast web application - click here to learn how to create Personal tasks in the web app. Within Slack On the left hand side of the Slack chat you will see your direct messages. Click on the direct message with Workast.  This is found under the \"Apps\" section. All the tasks created in this direct message with Workast are on your personal to-do list. Create a task by typing /todo followed by the task details. E.g. /todo Send out calendar invite for CRM meeting Press enter to save the task. This will add the task to your Personal to-do list. Quick tip - you can also create a personal task from any channel in Slack by using the /mytodo command.  For example, if you want to create a task for yourself to pick up a birthday card for Sarah, type /mytodo pickup birthday card for Sarah.  If you create a Personal task and need others to view it, you will need to move it into another space.  To learn how to move tasks, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":5,"thumbs_down":0,"hits":5,"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":61000118779,"name":"Spaces and Lists","description":null,"visibility":1,"created_at":"2020-03-04T01:30:04Z","updated_at":"2020-05-08T18:24:09Z"}}}}