{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000165199","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":61000165199,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:39Z","category_id":61000063760,"folder_id":61000093549,"title":"How to create a new Space ","updated_at":"2021-01-04T23:08:08Z","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 

To create a space in the Workast web app:

To learn how to create a space from a private Slack channel, click here.   

To learn more about creating projects in Workast, 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  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 on 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. To learn how to create a space from a private Slack channel, click here.    To learn more about creating projects in Workast, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":2,"thumbs_down":0,"hits":86,"feedback_count":0},"folderArticles":[{"id":61000165199,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:39Z","category_id":61000063760,"folder_id":61000093549,"title":"How to create a new Space ","updated_at":"2021-01-04T23:08:08Z","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 

To create a space in the Workast web app:

To learn how to create a space from a private Slack channel, click here.   

To learn more about creating projects in Workast, 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  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 on 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. To learn how to create a space from a private Slack channel, click here.    To learn more about creating projects in Workast, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":2,"thumbs_down":0,"hits":86,"feedback_count":0},{"id":61000165149,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:26Z","category_id":61000063760,"folder_id":61000093549,"title":"How to create a private space - by invite only","updated_at":"2021-01-04T23:08:07Z","description":"

When creating a Space, you have the option to decide who can join this space. There are two options of who can join a Space:

- Anyone in the team OR

- By invite only

This article will show how to create a Space which can only be accessed \"by invite only\"



1. Login to Workast

2. Click on the + shortcut button at the bottom of the Workast screen





3. \"Browse spaces\" screen, click on the green button \"Create Space\"





4. In the \"Create a Space\" screen, next to the question \"Who can join this space\" choose \"By invite only\".

Enter the name of the Space

Click on Create





This will create the Space with only you as a participant.

To add new participants to the space, you can follow these directions.

","description_text":" When creating a Space, you have the option to decide who can join this space. There are two options of who can join a Space: - Anyone in the team OR - By invite only This article will show how to create a Space which can only be accessed \"by invite only\" 1. Login to Workast 2. Click on the + shortcut button at the bottom of the Workast screen 3. \"Browse spaces\" screen, click on the green button \"Create Space\" 4. In the \"Create a Space\" screen, next to the question \"Who can join this space\" choose \"By invite only\". Enter the name of the Space Click on Create This will create the Space with only you as a participant. To add new participants to the space, you can follow these directions. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":7,"feedback_count":0},{"id":61000165194,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:38Z","category_id":61000063760,"folder_id":61000093549,"title":"How to join a space","updated_at":"2021-01-04T23:08:07Z","description":"

Like in Slack, members can join all public spaces in your team's Workast.  Private spaces are locked, and available by invitation only.

To join a public space

To learn how to create a space, click here. To learn how to change the privacy setting of a space, click here.","description_text":" Like in Slack, members can join all public spaces in your team's Workast.  Private spaces are locked, and available by invitation only. To join a public space Click the + next to Spaces in the left-hand taskbar, This will open up the space creation dialogue.  Click on the \"Browse spaces.\" This will open up a list of spaces you can join.  Scroll down or type in the space name that you'd like to join.   When you've found the space that you want to join, click on it.  You will then be added to the space. To learn how to create a space, click here. To learn how to change the privacy setting of a space, click here.","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":2,"feedback_count":0},{"id":61000165128,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:21Z","category_id":61000063760,"folder_id":61000093549,"title":"How to Edit or Change the Name of a Space","updated_at":"2021-01-04T23:08:06Z","description":"

To edit the name of a space:



","description_text":" To edit the name of a space: Open the space in the Workast web application Using your mouse, click anywherre on the space name - a cursor will appear which will allow you to edit the title. Hit enter to confirm the change.  A confirmation pop-up will appear in the bottom left-hand corner of the screen to confirm the name change. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0},{"id":61000165161,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:30Z","category_id":61000063760,"folder_id":61000093549,"title":"How to change the order of tasks in a Space","updated_at":"2021-01-04T23:08:05Z","description":"

If you want to learn how to move a task to a different space, click here.

","description_text":" Login to Workast. On the left-hand side, click on the space where the task is located under Spaces Hover over the task you want to move. Click the mouse and move the task to its new position.  You can move the task either within the current list in the space, or drag and drop it to a different list.   This can be done multiple times and in either the list view or the board view. If you want to learn how to move a task to a different space, click here. ","seo_data":{"meta_title":"How to change the order of tasks in a space","meta_description":""},"tags":["move tasks"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165198,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:39Z","category_id":61000063760,"folder_id":61000093549,"title":"How to filter tasks on a to-do list","updated_at":"2021-01-04T23:08:05Z","description":"
  1. Login to Workast using Slack credentials
  2. On the left hand side under My Lists, click on the to-do list you want to filter

My Tasks

The \"My Tasks\" filter shows the tasks that are assigned to you.

These tasks can include tasks that are assigned to you, and another team member.

To activate this filter, click on the button which says \"MY TASKS\". The grey box around this button will indicate that this filter is ON.

To deactivate this filter, click on the button again. This will show all the tasks in the to-do list.

Priority

The \"Priority\" view of the list is the default view of the to-do list.

When the \"Priority\" view is on, you can drag and drop the tasks in the list to re-order the tasks by priority.

If any other filter is chosen, the drag and drop filter is not available.

Due Date

To filter the list by due date, click on the button which says \"PRIORITY\". This will show two other filter options.

Cllck on \"Due Date\"

The tasks in the specific list will be filtered by the due date on the tasks.

To change the filter back to \"PRIORITY\" click on the \"DUE DATE\" filter, and choose \"Priority\". This will change the list back to the original view.

NOTE: When the list is filtered by due date, you cannot change the order of the tasks in the list.

Assigned

The \"Assigned\" filter shows the tasks assigned to the different team members. The tasks are separated by each assignee.

To change the filter to \"Assigned\" click on the \"PRIORITY\" button and choose \"Assigned\".

You will see the tasks filtered by assignee.

To change the filter back to \"Priority\" click on the button \"Assigned\" and then choose \"Priority\". This will change the view back to the original view.

","description_text":" Login to Workast using Slack credentials On the left hand side under My Lists, click on the to-do list you want to filter My Tasks The \"My Tasks\" filter shows the tasks that are assigned to you. These tasks can include tasks that are assigned to you, and another team member. To activate this filter, click on the button which says \"MY TASKS\". The grey box around this button will indicate that this filter is ON. To deactivate this filter, click on the button again. This will show all the tasks in the to-do list. Priority The \"Priority\" view of the list is the default view of the to-do list. When the \"Priority\" view is on, you can drag and drop the tasks in the list to re-order the tasks by priority. If any other filter is chosen, the drag and drop filter is not available. Due Date To filter the list by due date, click on the button which says \"PRIORITY\". This will show two other filter options. Cllck on \"Due Date\" The tasks in the specific list will be filtered by the due date on the tasks. To change the filter back to \"PRIORITY\" click on the \"DUE DATE\" filter, and choose \"Priority\". This will change the list back to the original view. NOTE: When the list is filtered by due date, you cannot change the order of the tasks in the list. Assigned The \"Assigned\" filter shows the tasks assigned to the different team members. The tasks are separated by each assignee. To change the filter to \"Assigned\" click on the \"PRIORITY\" button and choose \"Assigned\". You will see the tasks filtered by assignee. To change the filter back to \"Priority\" click on the button \"Assigned\" and then choose \"Priority\". This will change the view back to the original view. ","seo_data":{"meta_title":"How to filter tasks in a space","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":1,"hits":2,"feedback_count":0},{"id":61000165166,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:31Z","category_id":61000063760,"folder_id":61000093549,"title":"Adding participants to a space ","updated_at":"2021-01-04T23:08:04Z","description":"You can view the participants in a space by clicking on the participant button (people icon) in the space in Workast. This will show you who currently has access to the space. Adding participants to a space in Workast

Quick tip - Adding participants to a space can be done either in Slack by assigning them a task or directly in Workast - however, if you add a participant in Workast, they will not be automatically added to the connected Slack channel (if applicable.) Users should be manually added to the Slack channel.To learn how to remove users from a space, click here.To learn how to change the privacy settings of a space, click here.","description_text":"You can view the participants in a space by clicking on the participant button (people icon) in the space in Workast. This will show you who currently has access to the space. Adding participants to a space in Workast Click on the participant button (people icon.) This will open the participants' list.  In the search field, search for your team members by typing in the name of the user that you'd like to add to the space.   You must type in at least 3 letters to begin the search. Click \"Add to space\" next to the user that you'd like to add.  Click outside the box to exit.  Quick tip - Adding participants to a space can be done either in Slack by assigning them a task or directly in Workast - however, if you add a participant in Workast, they will not be automatically added to the connected Slack channel (if applicable.) Users should be manually added to the Slack channel.To learn how to remove users from a space, click here.To learn how to change the privacy settings of a space, click here.","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0},{"id":61000165099,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:14Z","category_id":61000063760,"folder_id":61000093549,"title":"How to remove a participant from a space","updated_at":"2021-01-04T23:08:03Z","description":"To remove a team member from a space:

Please note that all members on your team are able to access public spaces, while private spaces are invitation only.  To learn how to change the privacy setting of a space, click here.   

Removing a user from a Workast space will not remove the user from the connected Slack channel (if applicable) - Learn more

","description_text":"To remove a team member from a space: Click on the participant button (people icon.) This will open the participants' list. Mouse over the user that you'd like to remove and click the X to the right of their name.  A confirmation dialogue will appear, click \"Yes\" to confirm. Please note that all members on your team are able to access public spaces, while private spaces are invitation only.  To learn how to change the privacy setting of a space, click here.    Removing a user from a Workast space will not remove the user from the connected Slack channel (if applicable) - Learn more ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165197,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:39Z","category_id":61000063760,"folder_id":61000093549,"title":"How to Archive or Delete a Space from View","updated_at":"2021-01-04T23:08:03Z","description":"

When a space is no longer being used, or relevant, it can be archived.  This will move it out of the list of active spaces, but keep it available, so you can reference the tasks if needed.  (Spaces are always archived and not deleted.)

Please note - if the space you want to archive is connected to a Slack channel, you will need to disconnect the space from Slack before you archive it.  You can learn how to do so here.

To archive a space:

To restore (unarchive) a space

","description_text":" When a space is no longer being used, or relevant, it can be archived.  This will move it out of the list of active spaces, but keep it available, so you can reference the tasks if needed.  (Spaces are always archived and not deleted.) Please note - if the space you want to archive is connected to a Slack channel, you will need to disconnect the space from Slack before you archive it.  You can learn how to do so here. To archive a space: Click on the gear icon in the top right-hand corner of the space (the space menu.) Select \"Archive Space.\" A confirmation dialogue will appear.  Click \"Yes\" to confirm archiving the space. The space will then be archived, and accessible in the browse spaces tab, under \"Archived spaces.\" To restore (unarchive) a space Click on the + next to \"Spaces\" in your left-hand taskbar, then select \"Browse spaces.\" Click on \"Archived spaces\" then scroll down to the space that you'd like to restore.   Click on the space to open it. Select \"Unarchive Space.\" The space will now be reactivated and a confirmation will appear in the bottom left corner of your screen. To learn how to reconnect the restored space to a Slack channel, click here. ","seo_data":{"meta_title":"How to archive or delete a space from view","meta_description":""},"tags":["archive space","delete space"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":10,"feedback_count":0},{"id":61000130114,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:25Z","category_id":61000063760,"folder_id":61000093549,"title":"Recovering permanently deleted files","updated_at":"2021-01-04T23:08:02Z","description":"

","description_text":" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000130113,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:24Z","category_id":61000063760,"folder_id":61000093549,"title":"Restoring files that have been moved to trash","updated_at":"2021-01-04T23:08:01Z","description":"

","description_text":" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165240,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:49Z","category_id":61000063760,"folder_id":61000093549,"title":"How to create and use templates","updated_at":"2021-01-04T23:08:01Z","description":"Task templates* can be created to easily replicate common tasks for your workspace.  Save time and energy by setting up easy to use templates.*Please note: Templates, along with some other features mentioned in this article, require a Workast Premium (paid) subscription and may not be available with all plans.  For information on our plans, click here.

Template creation

To create a template:

Adding a template to a space

Once your template has been created:

","description_text":"Task templates* can be created to easily replicate common tasks for your workspace.  Save time and energy by setting up easy to use templates.*Please note: Templates, along with some other features mentioned in this article, require a Workast Premium (paid) subscription and may not be available with all plans.  For information on our plans, click here. Template creation To create a template: Click on +New in the top right-hand corner, then select \"Templates.\" The template creation dialogue will open.  Name your template, add a description if you'd like, then click \"Save template.\" Click \"Create\" to create the template, and proceed to the template details screen. Once you are in the template detail screen, the default list name will be \"Open Tasks\" just like in other spaces.  When you import the template into a space, these tasks will merge into your same \"Open Tasks\" list unless you change the list name.  You can click on the list name to edit it. You can then add tasks and subtasks*, and include assignees, attachments, followers, tags* and descriptions just as you would with a standard task.  You can also add multiple lists to the template. Please note that at this time, you cannot add due dates to templates.  (For more information on standard task creation, click here.) Assignees will not receive notifications about tasks until they are imported into a space, so you can work within the template without sending out notifications to your team.  Adding a template to a space Once your template has been created: Open the space where you'd like to import the template. Click on the space settings icon (the gear) and select \"Import template.\" Scroll down until you find the template that you'd like to import, then click on it. Select \"Import\" to complete importing the template into your space. The template will then be imported into the space.  Assignees will receive notifications of assigned tasks, and reminders will be sent as usual. ","seo_data":{"meta_title":"How to create Templates in Workast","meta_description":""},"tags":["template"],"attachments":[],"cloud_files":[],"thumbs_up":4,"thumbs_down":0,"hits":31,"feedback_count":0},{"id":61000273674,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-06-01T23:50:10Z","category_id":61000063760,"folder_id":61000093549,"title":"How to change the privacy settings of a space","updated_at":"2021-01-04T23:08:00Z","description":"

Spaces have two privacy settings:

The icon next to the space name will indicate whether it's public (people icon) or private (lock icon.)  

To change the privacy settings:

","description_text":" Spaces have two privacy settings: Public - anyone on your team can access the space and tasks in the space Private - only invited users can access the space or view tasks in the space.   Private spaces are a feature of our Premium (paid) plans.  For information on our plans, click here. The icon next to the space name will indicate whether it's public (people icon) or private (lock icon.)   To change the privacy settings: Click on the space settings menu (gear icon.)  A drop-down menu will appear.  Select \"Privacy.\" In the next drop-down, you can choose between public \"Anyone can join\" or \"By invite only.\"  Click on the circle next to the privacy setting you would like, then click \"Save.\" ","seo_data":{"meta_title":"","meta_description":""},"tags":["public","private"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":1,"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":61000093549,"name":"Spaces","description":null,"visibility":1,"created_at":"2020-02-27T22:51:24Z","updated_at":"2020-05-07T23:07:04Z"}}}}