{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000165244","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":61000165244,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:50Z","category_id":61000063757,"folder_id":61000175712,"title":"Using the Forms extension","updated_at":"2021-01-13T17:44:10Z","description":"

Creating forms for your team allows users to quickly and easily provide information, and have it collected in a single location.  From help desk tickets to IT requests to time off requests, internal communication can be made even easier with forms.

Adding the Forms extension to your space

Creating a form


To unpublish or delete a form

Using forms

Forms can be filled out either in the Workast web app or in Slack.  Results and edits are available in the web app.

Using forms in a Space

To access the forms in a space:

Filling out the form

Viewing form submissions

Filling out forms in Slack

Quick tip - you can use the shortcut button (lightning bolt) in Slack to submit form responses as well.  Click here to learn how to use the shortcut button with Workast.

Providing your form link to external users

","description_text":" Creating forms for your team allows users to quickly and easily provide information, and have it collected in a single location.  From help desk tickets to IT requests to time off requests, internal communication can be made even easier with forms. Adding the Forms extension to your space Open the space where you'd like to add the extension.  You will need to add Forms separately to each space. Click on the ellipses (three dots) next to calendar to bring up the tab menu. Click on the box next to the \"Forms\" to add it to your space. You are now ready to use Forms in your space. Click on the Forms tab to begin.  Creating a form Click on the Forms tab, then click the \"Create\" button.   Name your form and add a description if desired.   Click \"Save.\" Choose the form privacy setting.  By default, only members of your Workast team will be able to access the form.  If you want the form to be public so that anyone with the form link can access it, change the setting to \"Public\" by clicking on the arrow next to your team name. Add default task options under the \"Customize the task\" heading if desired.  This will allow the form submissions to automatically be assigned to specific users and/or have a set due date set upon submission. To add an assignee, click on the text field under \"Assign to\" and type the username of the desired assignee.  Click on their name when it appears.  Repeat for multiple assignees if desired.  Please note that users must be a member of the space to appear.  To add a defined due date, click on the arrow under \"Deadline\" and select from the defined options how soon after the form is submitted that you'd like the task to be due.  Add your first question/field by clicking on the arrow and selecting the question type and then clicking \"Add question.\" Fill in the fields on the right hand side as needed.  If the question is a required question, check the box labeled \"Required.\" Hit \"Save\" and then repeat for additional questions. To change the order of a question in your form, select the \"Move up\" or \"Move down\" buttons. To delete a question, click on  \"Remove question.\" To edit or navigate between various questions, just click on them in the Preview column. When are are ready to publish your form, click on the \"Draft\" button and change it to \"Live.\"   Once you are done, and have everything saved, click on the left arrow next to \"Edit form\" to return to the main tab. To unpublish or delete a form To unpublish the form, click on the \"Live\" button and change it to \"Draft.\" To delete the form, click on the \"Archive\" button next to the \"Edit form\" heading. Using forms Forms can be filled out either in the Workast web app or in Slack.  Results and edits are available in the web app. Using forms in a Space To access the forms in a space: Open the space in the web app. Click on the \"Forms\" tab.   If you don't see the tab, click on the ellipses (three dots) next to the Completed tab, then click on the box next to \"Forms.\" The forms available in your space will be shown in the tab.  Click on \"Open form\" to fill out the form, or \"edit\" to edit the form.\" Filling out the form Click \"Open form\" to open the form. Fill out the fields as needed.  Fields that are in red are required and must be completed before the form is submitted. The date/time field is currently only available in the format MM/DD/YYYY HH:MM AM/PM and the time must be filled in when using the web app.   For multiple choice questions, click on the field and scroll up and down to choose your response. When you are ready, click \"Submit.\"  (Responses cannot be edited at this time.) Viewing form submissions Form submissions are viewed in the default list in the space in which the form is created.   The default list is indicated by the red pin icon.  For information on changing the default list, click here. You can open the form request by clicking on it, just like any other task.  You'll find the username of the person who submitted the form, along with the responses.  Any attachments will be visible there. You can now add assignees, due dates,tags, and any other options just like a normal task.   Filling out forms in Slack To fill out a form in Slack, use the /forms command.  Hit enter. A list of the current, published forms will appear.  Click \"Submit request\" on the form that you'd like to fill out. The form will appear for you to fill out.   Please note - attachments are not available in Slack, so any questions requesting attachments will be excluded from the Slack version of the form.  Fill out the form.  Optional questions are indicated by the (optional) label.  Any questions without the (optional) label are required and must be answered before the form is submitted. Click \"Submit\" when you are done to submit your form. Quick tip - you can use the shortcut button (lightning bolt) in Slack to submit form responses as well.  Click here to learn how to use the shortcut button with Workast. Providing your form link to external users If you have set the privacy setting on your form to \"Public,\" users outside your Workast team can access it and fill it out using your form link. To get the link to your form, click on the \"Open form\" button to open the form in a new tab.  Then, simply copy and paste the link from your browser bar.   ","seo_data":{"meta_title":"Using the Forms integration","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":73,"feedback_count":0},"folderArticles":[{"id":61000165145,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:25Z","category_id":61000063757,"folder_id":61000175712,"title":"Using the Google Drive extension","updated_at":"2021-01-08T00:40:18Z","description":"

You can now attach Google drive files to tasks, quickly and easily, within the Workast web app.

How to add Google Drive to a space


How to attach a Google Drive file to a task

How to delete a Google Drive attachment from a task

How to disconnect your Google Drive account or remove it from a space


","description_text":" You can now attach Google drive files to tasks, quickly and easily, within the Workast web app. How to add Google Drive to a space Click on the arrow in the top right of your space to open the app menu.    If you have less than three extensions, click on the + plus button. Select \"Manage extensions.\" Click \"Add \" under Google Drive, then exit the app menu by clicking the X in the top right-hand corner. Next, click on the Google Drive button at the top of your space.   If you have more than 3 apps in the space, you'll need to click on the arrow and select it from the drop-down menu. A dialogue box will appear.  Click \"Connect to Google Drive.\" You will then be asked to choose your Google Drive account and grant permission for the apps to communicate.  Select your account to complete the process. Once your Google Drive account has been linked to your Workast team, you will need to add the integration into each space where it will be used.  You should only need to grant the app permission once. How to attach a Google Drive file to a task Once the Google Drive integration is added to a space, click on a task to open the details. Click on the task menu - the ellipses (three dots) in the top bar.  Select \"Attach a file\" next to the Google Drive icon. If it is your first time attaching a Google Drive file, you may need to log in.  Otherwise, your Google Drive files will appear.  Select the file that you wish to attach to the task and click \"Select.\" The file will then be attached to the task.   Please note - attaching a file to a task will not amend the viewing permissions of the file.  You may still need to add permissions to the file to ensure your teammates can access the file.  For more information on Google drive permissions, see their support information here. How to delete a Google Drive attachment from a task To delete a Google drive attachment, move your cursor over the attachment.  An X will appear to the right of the attachment. Click on the X to delete the attachment.  A confirmation pop-up will appear.  Click \"Yes\" to confirm the deletion. How to disconnect your Google Drive account or remove it from a space To disconnect your Google drive account, click on the Google Drive icon at the top of your space.  If you have more than three apps in the space and don't see the Google Drive icon, click on the arrow, then select Google Drive.   A dialogue box will appear.  Select \"Disconnect.\" If you want to remove Google Drive from a space, click on the space extensions menu (the arrow) and then select \"Manage extensions.\" This will bring up your app listings for the space.  Next to Google Drive, select \"Remove.\" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":20,"feedback_count":0},{"id":61000165146,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:25Z","category_id":61000063757,"folder_id":61000175712,"title":"Managing apps and extensions in a space","updated_at":"2021-01-04T23:06:10Z","description":"

You can add and manage the following extensions in your Workast spaces:

To install or add an app in a space:

To remove an app from a space:

To request additional apps and extensions:

Are there other apps that you'd love to see integrate with Workast?  We'd love to know about them.  Please let us know here.

* Certain extensions/apps may only be available with certain Workast plans. To view our current plans, click here.
","description_text":" You can add and manage the following extensions in your Workast spaces: Slack Notes Time Tracker* Forms Zapier Webhooks Google Drive Bitbucket Task importer via CSV or Trello To install or add an app in a space: Click on the arrow in the top right-hand corner of your space.  If you have less than three extensions/apps in the space, you'll see a plus sign (+) instead of the arrow.   Click on \"Manage apps\" to open the apps management page for the space. Click on \"Add\" next to or underneath the app/extension that you wish to install and follow the prompts (if applicable.) For specific details on each of the apps, click on their links at the top of this page. To remove an app from a space: Click on the arrow in the top right-hand corner of your space Click on \"Manage apps\" to open the apps management page for the space. Click \"Remove\" next to or underneath the app that you want to remove.  Click the X in the top right-hand corner of the screen to return to the space. To request additional apps and extensions: Are there other apps that you'd love to see integrate with Workast?  We'd love to know about them.  Please let us know here. * Certain extensions/apps may only be available with certain Workast plans. To view our current plans, click here. ","seo_data":{"meta_title":"Managing app integrations ","meta_description":"Learn how to add and remove integrations in a space"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":12,"feedback_count":0},{"id":61000165167,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:31Z","category_id":61000063757,"folder_id":61000175712,"title":"Time Tracker - How to log and track time on a task","updated_at":"2021-01-07T18:01:52Z","description":"

The time tracker app is a great way to log the time it takes to work on a task. You can add the minutes, hours, or days that you spent working on the task so that you can see where your time is being spent.

Time tracking is a Premium (paid) feature available with select Workast plans.  For information on our plans, click here. 

Adding the time tracker extension to your space 

To get started, you will need to add the 'Time Tracker' integration to your Space.

On the top right-hand corner, click on the extensions menu (either a plus sign (+) or an arrow if you have three or more extensions,)  and select \"Manage extensions.\"

  


This will open the extensions menu.   Click \"Add\" under the Time Tracker then click on the X in the top right corner to close the menu.



The time tracker app must be added to each space individually.  If at any time you'd like to remove the app from your space, click on the app menu again, and select \"Remove\" next to Time Tracker. How to log time


To use the time tracker, click on the task in which you'd like to log time. Click on the task menu button (ellipses - the three dots) and select \"log time.\" 


The dialogue will open. Add the time spent on the task. The default time unit is hours, but you can click on the arrow next to \"hours\" to change the unit to minutes or days.


Add any comments and click on \"Save.\"  To reset the information, click \"Reset.\"



Time will be logged and shown on the task as follows:



To remove logged time:


To remove time that has been logged, click on the task.  Hover your mouse over the tracked time that you'd like to delete until a red X appears in the right corner.  Click on the X to delete the logged time.  A confirmation dialogue will appear, click \"Yes\" to confirm removing the tracked time. 



Downloading your logged time report:


To export your logged time, click on the extensions menu (an arrow) in the top right-hand corner of your space.  Select \"Time Tracker,\" then \"Download Report.\"  If you see the clock icon at the top of your space, you can click on that as well.



A dialogue box will appear.  Click \"Download report.\"



This will open up the download dialogue.  Click on the arrow next to the space name to select your space for the report.  



Click on the start date and end date to choose the date range for your report.  Select the dates on the calendar, using the arrow keys to scroll between months.  



Click \"Download\" to generate your report as a CSV file.  You can then save it, and import it into a spreadsheet program.


*Please note - the time listed in the time tracker reports is automatically converted to minutes.

","description_text":" The time tracker app is a great way to log the time it takes to work on a task. You can add the minutes, hours, or days that you spent working on the task so that you can see where your time is being spent. Time tracking is a Premium (paid) feature available with select Workast plans.  For information on our plans, click here.  Adding the time tracker extension to your space  To get started, you will need to add the 'Time Tracker' integration to your Space. On the top right-hand corner, click on the extensions menu (either a plus sign (+) or an arrow if you have three or more extensions,)  and select \"Manage extensions.\"    This will open the extensions menu.   Click \"Add\" under the Time Tracker then click on the X in the top right corner to close the menu. The time tracker app must be added to each space individually.  If at any time you'd like to remove the app from your space, click on the app menu again, and select \"Remove\" next to Time Tracker. How to log time To use the time tracker, click on the task in which you'd like to log time. Click on the task menu button (ellipses - the three dots) and select \"log time.\"  The dialogue will open. Add the time spent on the task. The default time unit is hours, but you can click on the arrow next to \"hours\" to change the unit to minutes or days. Add any comments and click on \"Save.\"  To reset the information, click \"Reset.\" Time will be logged and shown on the task as follows: To remove logged time: To remove time that has been logged, click on the task.  Hover your mouse over the tracked time that you'd like to delete until a red X appears in the right corner.  Click on the X to delete the logged time.  A confirmation dialogue will appear, click \"Yes\" to confirm removing the tracked time.  Downloading your logged time report: To export your logged time, click on the extensions menu (an arrow) in the top right-hand corner of your space.  Select \"Time Tracker,\" then \"Download Report.\"  If you see the clock icon at the top of your space, you can click on that as well. A dialogue box will appear.  Click \"Download report.\" This will open up the download dialogue.  Click on the arrow next to the space name to select your space for the report.   Click on the start date and end date to choose the date range for your report.  Select the dates on the calendar, using the arrow keys to scroll between months.   Click \"Download\" to generate your report as a CSV file.  You can then save it, and import it into a spreadsheet program. *Please note - the time listed in the time tracker reports is automatically converted to minutes. ","seo_data":{"meta_title":"How to use a time tracking app in slack with Workast","meta_description":"Track your projects, and time through Slack using Workast. Here's how to use our time-tracking extension to keep projects and budgets in-line."},"tags":["log time","time tracking"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":25,"feedback_count":0},{"id":61000165231,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:47Z","category_id":61000063757,"folder_id":61000175712,"title":"Calendar Sync Extension*","updated_at":"2021-01-04T23:06:11Z","description":"You can connect your Workast calendar with your existing calendar, helping you keep on top of tasks and deadlines with greater ease and efficiency.  Your Workast calendar can be linked with the following calendars:

A few things to note about the calendar sync:

To connect your calendar

Working with your connected calendar

Once you've synced your calendar, tasks that appear on your Workast calendar will appear on your connected calendar.   (Please note - events on your synced calendar will not appear on Workast.)

Tasks are given a default time duration of 30 minutes so if they don't have a specified start time, they will begin 30 minutes before the due time.  You can edit that duration in your calendar.

When you edit or expand the task, your will find task details, including a link to the task in Workast.

Workast Meetings - Beta

Completing tasks with your calendar

Editing tasks with your calendar

Disconnecting your calendar

To learn how to create meetings with Workast, click here.

","description_text":"You can connect your Workast calendar with your existing calendar, helping you keep on top of tasks and deadlines with greater ease and efficiency.  Your Workast calendar can be linked with the following calendars: Google iCloud Outlook Office MS Exchange A few things to note about the calendar sync: Only tasks with due dates will appear on your calendar You can only connect to one calendar at a time Tasks that you create will appear in your calendar but your calendar events will not become tasks at this time.   Updates between Workast and your calendar generally take about 10-15 seconds but can take a bit longer. *Calendar sync is a Premium (paid) feature.  Free teams do not have access to calendar sync.  To learn about plan options, click here. To connect your calendar Open your main calendar in the Workast web app Select \"Sync your calendar\" in the top right-hand corner of your screen A dialogue box will open.  Click \"Connect.\" A larger dialogue box will appear, asking you to choose the calendar that you'd like to connect with, and informing you of the usage of a third-party app, Cronofy, to access your calendar.  Select your calendar. The next screen will ask you to agree to the terms of service and privacy policy.  Check the box to confirm that you have read and agree to the terms of service and privacy policy.   Next, select \"Link account.\" You will then be asked to select your account.  Choose your account, and sign in, following the on-screen instructions. Once you have signed in, you will be redirected to your Workast calendar.  Your calendar settings dialogue will pop-up, asking you to select which calendar you'd like to connect with.   Click on the down arrow to scroll through your different calendars, then click \"Save\" to complete connecting your calendar. Working with your connected calendar Once you've synced your calendar, tasks that appear on your Workast calendar will appear on your connected calendar.   (Please note - events on your synced calendar will not appear on Workast.) Tasks are given a default time duration of 30 minutes so if they don't have a specified start time, they will begin 30 minutes before the due time.  You can edit that duration in your calendar. When you edit or expand the task, your will find task details, including a link to the task in Workast. Workast Meetings - Beta Completing tasks with your calendar If you remove a task from your calendar, it is marked as completed in Workast If you mark a task as completed, or delete it, in Workast, it will be removed from your calendar Editing tasks with your calendar Your calendar and Workast are now synced, so editing the title or due time of your task in Workast will automatically update the task in your calendar, and vice versa. Disconnecting your calendar To disconnect your calendar, click on \"Sync your calendar\" then select \"Disconnect.\" To learn how to create meetings with Workast, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":["calendar","integration"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":1,"hits":25,"feedback_count":0},{"id":61000165244,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:50Z","category_id":61000063757,"folder_id":61000175712,"title":"Using the Forms extension","updated_at":"2021-01-13T17:44:10Z","description":"

Creating forms for your team allows users to quickly and easily provide information, and have it collected in a single location.  From help desk tickets to IT requests to time off requests, internal communication can be made even easier with forms.

Adding the Forms extension to your space

Creating a form


To unpublish or delete a form

Using forms

Forms can be filled out either in the Workast web app or in Slack.  Results and edits are available in the web app.

Using forms in a Space

To access the forms in a space:

Filling out the form

Viewing form submissions

Filling out forms in Slack

Quick tip - you can use the shortcut button (lightning bolt) in Slack to submit form responses as well.  Click here to learn how to use the shortcut button with Workast.

Providing your form link to external users

","description_text":" Creating forms for your team allows users to quickly and easily provide information, and have it collected in a single location.  From help desk tickets to IT requests to time off requests, internal communication can be made even easier with forms. Adding the Forms extension to your space Open the space where you'd like to add the extension.  You will need to add Forms separately to each space. Click on the ellipses (three dots) next to calendar to bring up the tab menu. Click on the box next to the \"Forms\" to add it to your space. You are now ready to use Forms in your space. Click on the Forms tab to begin.  Creating a form Click on the Forms tab, then click the \"Create\" button.   Name your form and add a description if desired.   Click \"Save.\" Choose the form privacy setting.  By default, only members of your Workast team will be able to access the form.  If you want the form to be public so that anyone with the form link can access it, change the setting to \"Public\" by clicking on the arrow next to your team name. Add default task options under the \"Customize the task\" heading if desired.  This will allow the form submissions to automatically be assigned to specific users and/or have a set due date set upon submission. To add an assignee, click on the text field under \"Assign to\" and type the username of the desired assignee.  Click on their name when it appears.  Repeat for multiple assignees if desired.  Please note that users must be a member of the space to appear.  To add a defined due date, click on the arrow under \"Deadline\" and select from the defined options how soon after the form is submitted that you'd like the task to be due.  Add your first question/field by clicking on the arrow and selecting the question type and then clicking \"Add question.\" Fill in the fields on the right hand side as needed.  If the question is a required question, check the box labeled \"Required.\" Hit \"Save\" and then repeat for additional questions. To change the order of a question in your form, select the \"Move up\" or \"Move down\" buttons. To delete a question, click on  \"Remove question.\" To edit or navigate between various questions, just click on them in the Preview column. When are are ready to publish your form, click on the \"Draft\" button and change it to \"Live.\"   Once you are done, and have everything saved, click on the left arrow next to \"Edit form\" to return to the main tab. To unpublish or delete a form To unpublish the form, click on the \"Live\" button and change it to \"Draft.\" To delete the form, click on the \"Archive\" button next to the \"Edit form\" heading. Using forms Forms can be filled out either in the Workast web app or in Slack.  Results and edits are available in the web app. Using forms in a Space To access the forms in a space: Open the space in the web app. Click on the \"Forms\" tab.   If you don't see the tab, click on the ellipses (three dots) next to the Completed tab, then click on the box next to \"Forms.\" The forms available in your space will be shown in the tab.  Click on \"Open form\" to fill out the form, or \"edit\" to edit the form.\" Filling out the form Click \"Open form\" to open the form. Fill out the fields as needed.  Fields that are in red are required and must be completed before the form is submitted. The date/time field is currently only available in the format MM/DD/YYYY HH:MM AM/PM and the time must be filled in when using the web app.   For multiple choice questions, click on the field and scroll up and down to choose your response. When you are ready, click \"Submit.\"  (Responses cannot be edited at this time.) Viewing form submissions Form submissions are viewed in the default list in the space in which the form is created.   The default list is indicated by the red pin icon.  For information on changing the default list, click here. You can open the form request by clicking on it, just like any other task.  You'll find the username of the person who submitted the form, along with the responses.  Any attachments will be visible there. You can now add assignees, due dates,tags, and any other options just like a normal task.   Filling out forms in Slack To fill out a form in Slack, use the /forms command.  Hit enter. A list of the current, published forms will appear.  Click \"Submit request\" on the form that you'd like to fill out. The form will appear for you to fill out.   Please note - attachments are not available in Slack, so any questions requesting attachments will be excluded from the Slack version of the form.  Fill out the form.  Optional questions are indicated by the (optional) label.  Any questions without the (optional) label are required and must be answered before the form is submitted. Click \"Submit\" when you are done to submit your form. Quick tip - you can use the shortcut button (lightning bolt) in Slack to submit form responses as well.  Click here to learn how to use the shortcut button with Workast. Providing your form link to external users If you have set the privacy setting on your form to \"Public,\" users outside your Workast team can access it and fill it out using your form link. To get the link to your form, click on the \"Open form\" button to open the form in a new tab.  Then, simply copy and paste the link from your browser bar.   ","seo_data":{"meta_title":"Using the Forms integration","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":73,"feedback_count":0},{"id":61000165245,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:50Z","category_id":61000063757,"folder_id":61000175712,"title":"The Notes extension","updated_at":"2021-01-07T23:50:02Z","description":"

Notes are a great way to collaborate with your team within Workast.   From meeting notes to sharing media, from checklists to brainstorming, it's a useful way to share information quickly within your team.

Adding the notes extension

To add notes to a space:

Creating a note

To create your note:


Formatting text in your note

Tracking changes to your note

Inviting your teammates to view your note

Deleting your note


","description_text":" Notes are a great way to collaborate with your team within Workast.   From meeting notes to sharing media, from checklists to brainstorming, it's a useful way to share information quickly within your team. Adding the notes extension To add notes to a space: Click on the ellipsis (...) to the right of the Calendar tab in your space. Check the box next to Notes to add them to your space.  Once you've added the 'Notes' app to the space, it will show up in a link in the space next to calendar view.  Creating a note To create your note: Click on the 'Notes' link in the space Click on the green \"Create\" button at the top right to start. A new note will open.  Click on Untitled Note to add your note title. To add content to your note, move your cursor to the text entry portion where it says \"Click here to start writing.\" To add various formats or attachments, click on the pilcrow (paragraph symbol) ¶.  The paragraph options at this time are: New paragraph Heading 1 (large heading) Heading 2 (smaller heading) Numbered list Bulleted list Checkmark list Block quotation Image (insert from a file on your computer) Simple table creation Video URL link To add a link, highlight the text then select the link icon or press control/command + K.  Add your link address and click on the check mark to save it. Addling links to your note To edit a link, highlight the linked text and click on the pencil icon.   To delete a link, highlight the linked text and click on the delete icon (link icon with the X.) Adding a comment to your note To add a comment, highlight text, right click and select the comment bubble.  Click the check mark to save the comment. To edit the comment, click on the pencil icon. To delete the comment, click on the delete icon (garbage can.) Comments will be indicated by yellow highlighted text. Formatting text in your note To format text in your note, highlight the text and right click to bring up the menu.  Select the options you want in the menu (bold or italics) or use the keyboard shortcuts - control/command +B for bold, and control/command +I for italics. Highlight text and click \"Remove format\" to remove the bold or italics. Tracking changes to your note To track changes to your note, click on the \"Track changes\" button in the top right-hand corner. Changes will be shown by a colored indicator in the the text. Inviting your teammates to view your note Get a shareable link to your note by clicking on the \"Invite users\" icon in the top right-hand corner of your page.  Please be aware that recipients must be a member of your Workast team to view the note, and if the note is created in a private space, only members of that space will be able to view the note. You can also right click the note in the notes tab in the space and select \"Copy link.\" Deleting your note Only the note creator can delete the note. To delete the note, right click on the note in the notes tab space and select \"Remove.\"  A confirmation will appear, click \"Yes\" to delete your note. ","seo_data":{"meta_title":"Create notes with Workast","meta_description":""},"tags":["apps","extensions","integrations","notes"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":90,"feedback_count":0},{"id":61000282597,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-09-03T00:59:58Z","category_id":61000063757,"folder_id":61000175712,"title":"Workast Meetings - Beta","updated_at":"2021-01-08T00:34:42Z","description":"

Use Workast to organize your meetings, plan your agenda, take notes, and create action items.

Please note - This is our first version of Workast meetings and it is currently still in a testing/beta phase. Please let us know if you have any feedback.

How to create a meeting with Workast

  1. You need to be the organizer of the calendar event.
  2. The email address that is associated with your Workast account should be the same as the one in your calendar event.
  3. At this time, the email address can only be associated with one Workast team.  
  4. You must send meeting invitations to invitees for the meeting to be created in Workast.

Quick tip - Updating your email address in Slack will update your email address in Workast. 


Using the meeting agenda

Creating action items (Meeting tasks)

Quick tip - When viewing a repeating meeting, you can view the tasks from other instances of that meeting under \"Pending items from other meetings.\"

Viewing and filtering meetings

Conferencing links

For information on linking your calendar to Workast, click here.

","description_text":" Use Workast to organize your meetings, plan your agenda, take notes, and create action items. Please note - This is our first version of Workast meetings and it is currently still in a testing/beta phase. Please let us know if you have any feedback. How to create a meeting with Workast Click on Meetings in the Workast web app. Copy the Meetings email address (you can click on the button to copy it.)  Invite the email address to your next meeting. You will do this in your own calendar. This means adding the email as a participant of the event, like if it was a real person.  The following are required to successfully add Workast meetings: You need to be the organizer of the calendar event. The email address that is associated with your Workast account should be the same as the one in your calendar event. At this time, the email address can only be associated with one Workast team.   You must send meeting invitations to invitees for the meeting to be created in Workast. Quick tip - Updating your email address in Slack will update your email address in Workast.  Continue creating your meeting.  Add your guests, and create the event in your calendar. Please note that you must send invitations to invitees for the meeting to be created in Workast. If you have Workast open while creating the meeting, you'll see a \"Just added\" meeting in your meetings tab.  Invited users will see the same meeting.   The meeting creator will also receive a notification in the webapp notifcation panel, as well as in Slack and email if you have those notifications turned on.  Learn about notification settings here. All meeting attendees will receive a notification 15 minutes before the meeting is about to begin. Clicking on the meeting notification in the webapp, or \"Open meeting\" in Slack will direct you to the meeting agenda. Using the meeting agenda To open the meeting agenda, either click on the meeting information in your notifications, or on the meeting in the meeting. The meeting agenda is accessible to and editable by all invitees.  \"Agenda\" is the default agenda title but can be edited by clicking on it.  (Please note that meeting titles cannot be edited at this time.) Click on the paragraph icon to add headers, ordered or bulleted lists, checked to-do lists, tables, images and media.   The agenda works very similarly to our Notes integration - click here for more information.  Creating action items (Meeting tasks) Create tasks before or during your meeting by clicking on +Create a new task under Action items.  Task creation in meetings works in the same way as task creation in spaces.  For information on how to create tasks, click here.  While you can assign meeting tasks to the meeting, this will not add them to the meeting itself.  To add additional users to the meeting, edit the meeting in your original calendar. Assignees will receive task notifications just like normal tasks.  Quick tip - When viewing a repeating meeting, you can view the tasks from other instances of that meeting under \"Pending items from other meetings.\" Viewing and filtering meetings Click on the meetings tab in your left-hand taskbar to view your meetings.  You are able to view future meetings as well as any meetings from the current day.  Past meetings are not visible at this time. Meetings with the repeating icon (arrows) indicate a repeating meeting.  Click on the calendar to navigate between months and weeks to view different meetings.  To navigate between repeating meetings, click on the arrow next to the meeting date and time. To view meetings with certain team members, click on the search field under \"Only meetings with..\" and type the name of your team member. Once their name appears, click on it to filter your meetings.  Conferencing links Meeting conference links, if added to your meeting in your original calendar and an available integration, will be shown above action items in the meeting page.  Click on the conference icon for details and a link to open the conference (Google meet, Zoom, etc.)   For information on linking your calendar to Workast, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":1,"hits":220,"feedback_count":0},{"id":61000286175,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-11-16T17:56:17Z","category_id":61000063757,"folder_id":61000175712,"title":"Why was my meeting rejected by Workast?","updated_at":"2021-01-04T23:06:14Z","description":"

The following are required to successfully add Workast meetings:

  1. You need to be the organizer of the calendar event.

  2. The email address that is associated with your Workast account should be the same as the one in your calendar event.

  3. At this time, the email address can only be associated with one Workast team. (Please note that if you update your email address in your Slack profile for that team, it will automatically update with Workast.)

  4. You must send meeting invitations to invitees for the meeting to be created in Workast. 

If your meeting was rejected, please double check these elements.  Learn more about creating meetings here.

","description_text":" The following are required to successfully add Workast meetings: You need to be the organizer of the calendar event. The email address that is associated with your Workast account should be the same as the one in your calendar event. At this time, the email address can only be associated with one Workast team. (Please note that if you update your email address in your Slack profile for that team, it will automatically update with Workast.) You must send meeting invitations to invitees for the meeting to be created in Workast.  If your meeting was rejected, please double check these elements.  Learn more about creating meetings here. ","seo_data":{"meta_title":"Why was my meeting rejected by Workast","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0}],"category":{"id":61000063757,"name":"Extensions","description":null,"created_at":"2020-02-27T22:50:16Z","updated_at":"2020-12-09T19:40:41Z"},"folder":{"id":61000175712,"name":"General extensions","description":null,"visibility":1,"created_at":"2020-03-27T21:02:28Z","updated_at":"2020-12-10T00:01:30Z"}}}}