{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000275942","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":61000275942,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-23T19:04:43Z","category_id":61000080941,"folder_id":61000195742,"title":"Creating a task from a Slack message","updated_at":"2021-01-04T23:07:21Z","description":"<ul><li>Mouse over to the right of the text, then click on the 3 horizontal dots (\"more actions\" button.)</li><li>Select \"Create a Task.\"</li><li>A dialogue box will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited.</li><li>The task will be set to be created in the same channel/space but you can change the space at the top by clicking on the arrow next to the space/channel name.  Adjust the list if needed the same way. </li><li>You can also add a description, assign the task to team members, and add a due date as applicable.  Click on the drop-down menus to add assignees and due dates.</li><li>Click \"Create\" to create the task.  (To cancel the task creation, select \"Cancel.\")</li><li>The task will then be created.  The standard drop-down message menu is available under the task creation message if you need to edit the task. </li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002734972/original/tSfSel8nKVmd0a8sYx_f_ybpB32yzPZOug.gif?1593038697\"></p><h2></h2><p> To learn more about using Workast in Slack, click <a href=\"https://www.workast.com/help/articles/61000165121\" target=\"_blank\">here</a>. </p>","description_text":"  Mouse over to the right of the text, then click on the 3 horizontal dots (\"more actions\" button.)  Select \"Create a Task.\"  A dialogue box will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited.  The task will be set to be created in the same channel/space but you can change the space at the top by clicking on the arrow next to the space/channel name.  Adjust the list if needed the same way.   You can also add a description, assign the task to team members, and add a due date as applicable.  Click on the drop-down menus to add assignees and due dates.  Click \"Create\" to create the task.  (To cancel the task creation, select \"Cancel.\")  The task will then be created.  The standard drop-down message menu is available under the task creation message if you need to edit the task.        To learn more about using Workast in Slack, click here.  ","seo_data":{"meta_title":"How to create a task from a Slack message","meta_description":""},"tags":["create tasks","slack","tasks"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},"folderArticles":[{"id":61000165256,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:53Z","category_id":61000080941,"folder_id":61000195742,"title":"How to create a new task in Slack","updated_at":"2021-01-08T00:47:11Z","description":"<p>There are many ways to create Workast tasks in Slack: </p><ol><li>Creating a task using /todo and typing the task directly in a channel</li><li>Typing /todo and using the Task Composer to create a task</li><li>Turning a Slack message into a task </li><li>Using the shortcut button (lightning bolt icon) </li><li>\"Create a task\" buttons.</li></ol><h1>Creating a task using /todo directly in a channel<ul><li>In a channel or direct message*, type /todo, followed by the task details. <ul><li>E.g. /todo Send client invitations Monday 9am @martha</li></ul></li><li>Press enter to create the new task</li></ul><img src=\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/001/589/022/original/a351d37f-2ee6-4b19-90ce-0905181363ed.png?1527282178\" class=\"fr-fic fr-dii fr-bordered\"><p><br></p><img src=\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/001/589/026/original/5d72a72c-26b3-4bcc-ab54-cdcd11e18a3a.png?1527282181\" class=\"fr-fic fr-dii fr-bordered\"><p>The task is now created in the channel or conversation.</p><p>All participants of the channel can view the task.</p><p><br></p></h1><h1>Using the Task Composer  </h1><p>The task composer in Slack allows you to create a task in any Slack channel without having to move to that channel.</p><p>To use the task composer:</p><ul><li>Type the command /todo in a Slack channel and hit enter.  The task composer pane will appear.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001976923/original/2mF1G6UBHJMKvRAHV5UrDd7PVPWbemZZSQ.png?1590616700\" class=\"fr-fic fr-dii fr-bordered\"></p><ul><li>Click on the drop-down menu under Space and choose the space/channel for your task.  The task will be created in the default list in that space/channel.</li><li>Type the task title in the Summary line.</li><li>You can add a task description in the Description section.</li><li>Enter a due date by using the drop-down menu.  Repeat for a due time if you wish.  Scroll down for additional options.</li><li>Click the drop-down menu under \"Assign to\" to assign the task to one or multiple users.</li><li>Once you are finishing creating your task, click \"Create.\"</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001976945/original/J0JaRrm7dclm4FEdx59Un_nCaIHwkOhikA.gif?1590616789\" class=\"fr-fic fr-dii fr-bordered\"></p><p>Please note that using the task composer will only create a task creation message in Slack if you create the task in your current channel.  Otherwise, you will receive confirmation of the task creation but it will be only visible to you.</p><h1>Turning a Slack message into a Workast Task</h1><p>You can create a task from an existing Slack message that has been posted in a channel.</p><p>To create your task:</p><ul><li>Mouse over to the right of the text, then click on the 3 horizontal dots (\"more actions\" button.)</li><li>Select \"Create a Task\"</li><li>A pop-up will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited.</li><li>You can also add a description by typing into the description field.</li><li>Use the drop-down menus to add a due date, due time and assignee(s) if desired.</li><li>Click \"Create\" to create the task.  (To cancel the task creation, select \"Cancel.\")</li><li>The task will then be created.  The standard drop-down message menu is available under the task creation message, to allow for editing if needed.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001977271/original/b6TuCOepxT8FjYOttlFntCkuPgqXM1PI-w.gif?1590618549\" class=\"fr-fic fr-dii fr-bordered\"></p><h1>Using the shortcut button (lightning bolt icon)</h1><p>You can also create a task using Slack's shortcut button, designated by a lightning bolt. </p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005693385/original/DVURmLXeAxzBcZYZdR65jMfelwXwIugMdg.png?1601939068\" class=\"fr-fic fr-dii fr-bordered\"></p><p>To use the shortcut key in Slack:</p><ul><li>Click on the shortcut key at the bottom of your message dialogue in Slack (the lightning bolt.)</li><li>Click on \"Create a task\" under \"Workast.\"  If you have a lot of integrations, you can search for Workast in the text box at the top. </li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005693608/original/m_NQeWaxMHMHZebwWD9F8Kd7zkGIqnH81A.png?1601940194\" class=\"fr-fic fr-dii fr-bordered\"></p><ul><li>The task composer as explained above will appear. </li></ul><h1><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005693657/original/c8uiBv2W0iLsWuOLZWveZaqZA0JmPimwVA.png?1601940483\" class=\"fr-fic fr-dii fr-bordered\"><p><br></p>\"Create a task\" buttons</h1><p>\"Create a task\" buttons can be found in the Workast home screen, at the bottom of daily reminders,  and after using the /todo list command.  Click on it to open the task composer as explained above. </p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005693703/original/kGeZ68E5smiIh7AbSOxps9aqTDFwl6VOiA.png?1601940733\" class=\"fr-fic fr-dii fr-bordered\"></p><p><br></p>","description_text":" There are many ways to create Workast tasks in Slack:    Creating a task using /todo and typing the task directly in a channel  Typing /todo and using the Task Composer to create a task  Turning a Slack message into a task   Using the shortcut button (lightning bolt icon)   \"Create a task\" buttons.   Creating a task using /todo directly in a channel  In a channel or direct message*, type /todo, followed by the task details.   E.g. /todo Send client invitations Monday 9am @martha    Press enter to create the new task      The task is now created in the channel or conversation.  All participants of the channel can view the task.      Using the Task Composer    The task composer in Slack allows you to create a task in any Slack channel without having to move to that channel.  To use the task composer:   Type the command /todo in a Slack channel and hit enter.  The task composer pane will appear.      Click on the drop-down menu under Space and choose the space/channel for your task.  The task will be created in the default list in that space/channel.  Type the task title in the Summary line.  You can add a task description in the Description section.  Enter a due date by using the drop-down menu.  Repeat for a due time if you wish.  Scroll down for additional options.  Click the drop-down menu under \"Assign to\" to assign the task to one or multiple users.  Once you are finishing creating your task, click \"Create.\"     Please note that using the task composer will only create a task creation message in Slack if you create the task in your current channel.  Otherwise, you will receive confirmation of the task creation but it will be only visible to you.  Turning a Slack message into a Workast Task  You can create a task from an existing Slack message that has been posted in a channel.  To create your task:   Mouse over to the right of the text, then click on the 3 horizontal dots (\"more actions\" button.)  Select \"Create a Task\"  A pop-up will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited.  You can also add a description by typing into the description field.  Use the drop-down menus to add a due date, due time and assignee(s) if desired.  Click \"Create\" to create the task.  (To cancel the task creation, select \"Cancel.\")  The task will then be created.  The standard drop-down message menu is available under the task creation message, to allow for editing if needed.     Using the shortcut button (lightning bolt icon)  You can also create a task using Slack's shortcut button, designated by a lightning bolt.     To use the shortcut key in Slack:   Click on the shortcut key at the bottom of your message dialogue in Slack (the lightning bolt.)  Click on \"Create a task\" under \"Workast.\"  If you have a lot of integrations, you can search for Workast in the text box at the top.       The task composer as explained above will appear.       \"Create a task\" buttons  \"Create a task\" buttons can be found in the Workast home screen, at the bottom of daily reminders,  and after using the /todo list command.  Click on it to open the task composer as explained above.       ","seo_data":{"meta_title":"How to create tasks in Slack using Workast","meta_description":"Workast is the best way to create and manage tasks in Slack. Use /todo to simply create a task in a channel"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":8,"thumbs_down":0,"hits":47,"feedback_count":0},{"id":61000275940,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-23T19:02:33Z","category_id":61000080941,"folder_id":61000195742,"title":"Creating a task using the /todo command in Slack","updated_at":"2021-01-04T23:07:27Z","description":"<ul><li>In a channel or in a direct message, type /todo followed by the task details, including the name of the task, the assignee (if applicable) using the @ key, and the due date (if applicable).  </li><li>For example - /todo order file folders @kay Thursday 10am</li><li>Press enter to create the task.  </li><li>The task will now be created in the channel or conversations, and all participants of the channel can view the task.  As long as they have their notifications turned on, assignees will also get notified of the task in their Workast channel.  (Notifications on is the default setting.  To learn how to update your notification settings, click <a href=\"https://todobot.zendesk.com/hc/en-us/articles/115007769648-how-to-customize-notifications-and-daily-reminders-from-workast\" target=\"_blank\">here.</a>)</li></ul><img src=\"https://media.screensteps.com/image_assets/assets/002/940/344/original/44d49daf-8296-4876-85f8-487dd1b4b06f.gif\">","description_text":"  In a channel or in a direct message, type /todo followed by the task details, including the name of the task, the assignee (if applicable) using the @ key, and the due date (if applicable).    For example - /todo order file folders @kay Thursday 10am  Press enter to create the task.    The task will now be created in the channel or conversations, and all participants of the channel can view the task.  As long as they have their notifications turned on, assignees will also get notified of the task in their Workast channel.  (Notifications on is the default setting.  To learn how to update your notification settings, click here.)  ","seo_data":{"meta_title":"How to create a task using /todo in Slack","meta_description":""},"tags":["slack","tasks","create tasks"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000275941,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-23T19:04:13Z","category_id":61000080941,"folder_id":61000195742,"title":"Creating a task using the task composer in Slack","updated_at":"2021-01-04T23:07:27Z","description":"<ul><li>Type the command /todo in a Slack channel and hit enter.  The task composer pane will appear.</li><li>Click on the drop-down menu under Space and choose the space/channel for your task.  </li><li>The task will be set to be created in the default list in that space/channel.  To change lists, click on the arrow next to the list name, and choose the preferred list. </li><li>Type the task title in the Summary line.</li><li>You can add a task description in the Description section.</li><li>Click the drop-down menu under \"Assign to\" to assign the task. </li><li>Enter a due date either by using the drop-down menu.  Add a due time the same way if desired.</li><li>Once you are finishing creating your task, click Create.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002734003/original/QvFIIUFokYrop6u8113Gg6FbbvYfG6zH8Q.gif?1593034091\"></p><h2></h2>","description_text":"  Type the command /todo in a Slack channel and hit enter.  The task composer pane will appear.  Click on the drop-down menu under Space and choose the space/channel for your task.    The task will be set to be created in the default list in that space/channel.  To change lists, click on the arrow next to the list name, and choose the preferred list.   Type the task title in the Summary line.  You can add a task description in the Description section.  Click the drop-down menu under \"Assign to\" to assign the task.   Enter a due date either by using the drop-down menu.  Add a due time the same way if desired.  Once you are finishing creating your task, click Create.     ","seo_data":{"meta_title":"How to create a task using the Task Composer in Slack","meta_description":""},"tags":["create tasks","slack","tasks"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000165239,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:49Z","category_id":61000080941,"folder_id":61000195742,"title":"How to view open tasks in Slack","updated_at":"2021-01-04T23:07:26Z","description":"In Slack, you can view open tasks in several ways:<ul><li>You can view open tasks in a channel by using the /todo list command</li><li>You can view your open <a href=\"https://www.workast.com/help/articles/61000271747\" target=\"_blank\">Personal tasks</a> by using the /mytodo list command</li><li>You can view tasks in your daily reminders - for information on setting your daily reminder preferences, click <a href=\"https://www.workast.com/help/articles/61000276126\" target=\"_blank\">here.</a></li><li>You can set a custom task reminder - for information on setting custom task reminders, click <a href=\"https://www.workast.com/help/articles/61000165269\" target=\"_blank\">here.</a>  A <a href=\"https://www.workast.com/pricing/\" target=\"_blank\">Premium (paid) plan</a> is required for saved searches and custom reminders.</li></ul><h2><strong>Viewing the open tasks in a channel or space using the /todo command</strong></h2><p>Type <em>/todo list</em> and hit enter</p><img src=\"https://media.screensteps.com/image_assets/assets/002/939/998/original/ad789257-5da5-4d11-ae4c-e2a2a7a1f0f2.png\"><p>The list of open tasks will appear in the channel.  This list will <strong>only </strong>be visible to you.</p><img src=\"https://media.screensteps.com/image_assets/assets/002/939/994/original/6d105827-339a-4886-a9cb-5c3487e465c4.png\"><ul><li>Click on the ellipses (three dots) to complete or edit tasks using the message menus.  For more information on how to do so, click <a href=\"https://www.workast.com/help/articles/61000165242\" target=\"_blank\">here. </a> </li><li>To open the task in the Workast web app, click on the task title.</li><li>To share the list with the channel, making it visible to everyone in the channel, click the \"Share in conversation\" button.</li><li>To open the corresponding space in Workast, click the \"Open in Workast\" button.</li><li>To dismiss the list, click the \"Dismiss\" button.</li></ul><h2><strong>Viewing your Personal tasks in Slack</strong></h2><ul><li>To view your Personal tasks, type <em>/mytodo list</em> and hit enter.  You can do so in any Slack channel.  The list is private and cannot be shared.</li><li>Please note - Personal tasks are only tasks in your Personal space. To learn more about Personal tasks, click <a href=\"https://www.workast.com/help/articles/61000271747\" target=\"_blank\">here.</a></li></ul><img src=\"https://media.screensteps.com/image_assets/assets/002/939/996/original/06618ae0-c6b0-44b7-a8bd-8ce998b307b5.png\"><ul><li>Your Personal tasks will appear.</li></ul><p><img src=\"https://media.screensteps.com/image_assets/assets/002/939/992/original/ffb0e401-e021-4521-b95d-4affe08c1bb6.png\"></p><ul><li>Click on the ellipses (three dots) to complete or edit tasks using the message menus.  For more information on how to do so, click <a href=\"https://todobot.zendesk.com/hc/en-us/articles/360001557694-message-menus-in-slack\" target=\"_blank\">here</a>.  </li><li>To open the task in the Workast web app, click on the task title.</li><li>To open the corresponding space in Workast, click the \"Open in Workast\" button.</li><li>To dismiss the list, click the \"Dismiss\" button.</li></ul>","description_text":"In Slack, you can view open tasks in several ways:  You can view open tasks in a channel by using the /todo list command  You can view your open Personal tasks by using the /mytodo list command  You can view tasks in your daily reminders - for information on setting your daily reminder preferences, click here.  You can set a custom task reminder - for information on setting custom task reminders, click here.  A Premium (paid) plan is required for saved searches and custom reminders.   Viewing the open tasks in a channel or space using the /todo command  Type /todo list and hit enter  The list of open tasks will appear in the channel.  This list will only be visible to you.   Click on the ellipses (three dots) to complete or edit tasks using the message menus.  For more information on how to do so, click here.    To open the task in the Workast web app, click on the task title.  To share the list with the channel, making it visible to everyone in the channel, click the \"Share in conversation\" button.  To open the corresponding space in Workast, click the \"Open in Workast\" button.  To dismiss the list, click the \"Dismiss\" button.   Viewing your Personal tasks in Slack   To view your Personal tasks, type /mytodo list and hit enter.  You can do so in any Slack channel.  The list is private and cannot be shared.  Please note - Personal tasks are only tasks in your Personal space. To learn more about Personal tasks, click here.    Your Personal tasks will appear.      Click on the ellipses (three dots) to complete or edit tasks using the message menus.  For more information on how to do so, click here.    To open the task in the Workast web app, click on the task title.  To open the corresponding space in Workast, click the \"Open in Workast\" button.  To dismiss the list, click the \"Dismiss\" button.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":13,"feedback_count":0},{"id":61000165170,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:32Z","category_id":61000080941,"folder_id":61000195742,"title":"Editing a task and adding a description in Slack ","updated_at":"2021-01-04T23:07:26Z","description":"<p>Editing a task and adding a description can be done within Slack by using the drop-down message menu.</p><ul><li>Click on the drop-down menu (the ellipses - the three dots) under the task in Slack and select \"Edit.\"</li><li>A dialogue window will appear which will allow you to edit the name of the task and add a description.</li><li>Edit the task as needed then click \"Save\" to confirm the changes.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002732821/original/kwva35MVGmxCrhJcPjn4HNK79qDSljdSng.gif?1593030180\"></p><p>You can also edit a task and add a description by using the drop-down menu after using the /todo list command.</p><ul><li>Type <em>/todo list </em>in the channel containing the task that you'd like to edit.</li><li>Click on the ellipses (the three dots) next to the task name, and select \"Edit.\" </li><li>Edit the task as needed, then click \"Save\" to confirm the changes.</li></ul>   <p>To learn how to edit a task name in the Workast web app, click <a href=\"https://www.workast.com/help/articles/61000165157\" target=\"_blank\">here.</a> </p>","description_text":" Editing a task and adding a description can be done within Slack by using the drop-down message menu.   Click on the drop-down menu (the ellipses - the three dots) under the task in Slack and select \"Edit.\"  A dialogue window will appear which will allow you to edit the name of the task and add a description.  Edit the task as needed then click \"Save\" to confirm the changes.     You can also edit a task and add a description by using the drop-down menu after using the /todo list command.   Type /todo list in the channel containing the task that you'd like to edit.  Click on the ellipses (the three dots) next to the task name, and select \"Edit.\"   Edit the task as needed, then click \"Save\" to confirm the changes.      To learn how to edit a task name in the Workast web app, click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000165242,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:50Z","category_id":61000080941,"folder_id":61000195742,"title":"Message menus in Slack","updated_at":"2021-01-04T23:07:25Z","description":"Message menus in Slack are a great way to edit and customize tasks without having to leave the Slack environment.  All of the following are possible either by using the menus after a task is created or by using the menu after using the /todo list command:<ul><li>Completing the task</li><li>Assigning the task to yourself or others</li><li>Adding or changing the due date</li><li>Editing the task and/or adding a description</li><li>Adding a comment</li><li>Removing the task</li><li>Moving the task to a different list in the space</li></ul><p>To use the menu after a task is created, click on the ellipses (three dots) directly underneath the task.  </p><img src=\"https://media.screensteps.com/image_assets/assets/002/828/108/original/fc3d6219-bffc-46f1-b6ce-08c854f75a81.png\"><p>To use the menu after using the /todo list command, select the task that you'd like to edit, the click on the ellipses (three dots) to the right of the task title.</p><img src=\"https://media.screensteps.com/image_assets/assets/002/828/110/original/b3ce5dd5-dec6-488b-a5fe-e554a14166f4.png\"><strong></strong><h2><strong>Completing a task using the message menu</strong></h2><p>To complete a task using the message menu, click on the ellipses (three dots) then select \"Complete.\"  A channel notice will occur to confirm task completion.</p><img src=\"https://media.screensteps.com/image_assets/assets/002/828/112/original/3fb56874-7106-4115-bdb7-980d26d17de4.gif\"><h2><strong>Assigning tasks using the message menu</strong></h2><p>To assign a task to a user, click on the ellipses (three dots,) select \"Assign\" and then select your assignee.  If the task hasn't been assigned during task creation, you can also use the quick assign button underneath the task.</p><img src=\"https://media.screensteps.com/image_assets/assets/002/831/207/original/0b633188-676f-48d9-9825-07ef3659dd4e.gif\"><p>As stated above, you can use the menu after using the /todo command as well, by clicking on the ellipses and selecting \"Assign.\"</p><img src=\"https://media.screensteps.com/image_assets/assets/002/831/210/original/11513fcf-9d5a-4285-8f61-9df47b2346d6.gif\"><h2><strong>Adding or editing a due date using the message menu</strong></h2><p>To add a due date , click on the elipses (three dots,) select \"Edit,\" which will bring up your task details. Click on \"Pick a date\" or the existing due date.  Click on the calendar to set or change the due date then click \"Save.\"  If there is no due date when the task is created,  you can click the due date shortcut to add a due date.</p><img src=\"https://media.screensteps.com/image_assets/assets/002/944/905/original/10a5d1b9-0a05-41b2-8cbd-e0dc310f1a3d.gif\"><h2><strong>Editing a task and/or adding a description using the message menu</strong></h2><p>To either edit a task name and/or add a description, click on the ellipses (three dots) and select \"Edit\" from the drop-down menu.  A pop-up window will appear to enable you to edit the task and add a description.  Remember to click \"Save\" to save your changes.</p><img src=\"https://media.screensteps.com/image_assets/assets/002/831/786/original/207ac0ed-3336-4b87-a5b7-84da54f371bf.gif\"><h2><strong>Adding a comment using the message menu</strong></h2><p>To add a comment to a task, click on the ellipses (three dots,) then chose \"Add comment\" from the menu, and add your comment in the window that appears.  Hit \"Save\", and a confirmation message will appear that your comment has been saved.</p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002733157/original/jDmuSPvmpd36K1vgI1kF7AKFTwHG6ulHMw.gif?1593031059\"></p><h2><strong>Removing a task using the message menu</strong></h2><p>To remove the task, click on the ellipses (three dots) and then select \"Remove.\"  The task will be removed.  Click \"Dismiss\" to delete the task removal message.</p><img src=\"https://media.screensteps.com/image_assets/assets/002/866/895/original/058a1091-dc3b-4c21-84d2-2e7d3b41610d.gif\"><h2><strong>Moving the task to a different list in the space or channel</strong></h2><ul><li>Click on the click on the ellipses (three dots,) then select \"Edit\" to bring up the task details.</li><li>Click on the arrow next to the current list name to bring up the lists available in the space.</li><li>Click on the list where you'd like to move the task.</li><li>Click \"Save\" to save the change. </li></ul><img src=\"https://media.screensteps.com/image_assets/assets/002/860/646/original/1976894f-1a59-4485-9c82-abcb8b97dfaa.gif\">Looking for a quick start guide to using Workast in Slack? Click <a href=\"https://www.workast.com/help/articles/61000165121\" target=\"_blank\">here</a>.  ","description_text":"Message menus in Slack are a great way to edit and customize tasks without having to leave the Slack environment.  All of the following are possible either by using the menus after a task is created or by using the menu after using the /todo list command:  Completing the task  Assigning the task to yourself or others  Adding or changing the due date  Editing the task and/or adding a description  Adding a comment  Removing the task  Moving the task to a different list in the space   To use the menu after a task is created, click on the ellipses (three dots) directly underneath the task.    To use the menu after using the /todo list command, select the task that you'd like to edit, the click on the ellipses (three dots) to the right of the task title.  Completing a task using the message menu  To complete a task using the message menu, click on the ellipses (three dots) then select \"Complete.\"  A channel notice will occur to confirm task completion.  Assigning tasks using the message menu  To assign a task to a user, click on the ellipses (three dots,) select \"Assign\" and then select your assignee.  If the task hasn't been assigned during task creation, you can also use the quick assign button underneath the task.  As stated above, you can use the menu after using the /todo command as well, by clicking on the ellipses and selecting \"Assign.\"  Adding or editing a due date using the message menu  To add a due date , click on the elipses (three dots,) select \"Edit,\" which will bring up your task details. Click on \"Pick a date\" or the existing due date.  Click on the calendar to set or change the due date then click \"Save.\"  If there is no due date when the task is created,  you can click the due date shortcut to add a due date.  Editing a task and/or adding a description using the message menu  To either edit a task name and/or add a description, click on the ellipses (three dots) and select \"Edit\" from the drop-down menu.  A pop-up window will appear to enable you to edit the task and add a description.  Remember to click \"Save\" to save your changes.  Adding a comment using the message menu  To add a comment to a task, click on the ellipses (three dots,) then chose \"Add comment\" from the menu, and add your comment in the window that appears.  Hit \"Save\", and a confirmation message will appear that your comment has been saved.    Removing a task using the message menu  To remove the task, click on the ellipses (three dots) and then select \"Remove.\"  The task will be removed.  Click \"Dismiss\" to delete the task removal message.  Moving the task to a different list in the space or channel   Click on the click on the ellipses (three dots,) then select \"Edit\" to bring up the task details.  Click on the arrow next to the current list name to bring up the lists available in the space.  Click on the list where you'd like to move the task.  Click \"Save\" to save the change.   Looking for a quick start guide to using Workast in Slack? Click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000165229,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:46Z","category_id":61000080941,"folder_id":61000195742,"title":"How to remove or delete a task","updated_at":"2021-01-04T23:07:24Z","description":"When you first create a task in Slack, a drop-down message menu is available underneath the task.<p>Click the ellipses (three dots) and then select \"Remove.\"</p><img src=\"https://media.screensteps.com/image_assets/assets/002/867/316/original/d4ad72ed-179d-4cf0-b3e1-500eddd33a79.gif\"><p>If the task was created a while ago, you can still delete the task.</p><p>Use the<em> /todo list</em> command to bring up the list of tasks in the channel, then click on the ellipses (three dots) to the right of the task that you'd like to delete, then select \"Remove.\"</p><p> <img src=\"https://media.screensteps.com/image_assets/assets/002/867/315/original/d554815a-2d59-41ac-96b9-a11fb996f64d.gif\"></p>To learn how to delete a task in the web app, click<a href=\"https://www.workast.com/help/articles/61000165230\" target=\"_blank\"> here. </a>","description_text":"When you first create a task in Slack, a drop-down message menu is available underneath the task. Click the ellipses (three dots) and then select \"Remove.\"  If the task was created a while ago, you can still delete the task.  Use the /todo list command to bring up the list of tasks in the channel, then click on the ellipses (three dots) to the right of the task that you'd like to delete, then select \"Remove.\"    To learn how to delete a task in the web app, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":2,"thumbs_down":1,"hits":1,"feedback_count":0},{"id":61000165202,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:40Z","category_id":61000080941,"folder_id":61000195742,"title":"How to leave a comment on a task in Slack","updated_at":"2021-01-04T23:07:23Z","description":"Comments on a task show up in the task detail in the Workast Dashboard.  When you add a comment to a task, any users that are following the task will receive a notification in their Workast channel in Slack.<p>In Slack, you can leave a comment on a task in three ways:</p><ul><li>By using the drop-down message menu immediately after a task is created</li><li>By using the drop-down message menu  after typing the /todo list command in a channel</li><li>By using the \"Add comment\" or \"Reply\" buttons with task notifications in your Workast channel.</li></ul><strong></strong><p><strong> Commenting on a task immediately after task creation</strong></p><ul><li>Click on the ellipses (three dots) underneath the task creation message, then select \"Add comment.\"</li><li>Type your comment in the text box.  Click \"Send\" when you are done to add the comment to the task.  You will receive a confirmation that the comment has been saved. </li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001252014/original/XpJ7zl2dW-Vh95NYv-mwXkF8MsEQ_u0QJA.gif?1588103161\"></p><ul><li>Users following the task will receive a notification in their Workast channel, informing them about the comment.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001252030/original/lwD_1iwOk7RnN3Q1p4ChlKhOyIwrk6UU2Q.png?1588103234\"></p><strong></strong><strong>Commenting on a task after using the /todo list command</strong><ul><li>Type <em>/todo list</em> to bring up the list of open tasks in the channel.</li><li>Click on the ellipses (three dots) next to the task, then select \"Add comment.\"</li><li>Type your comment in the text box.  Click \"Send\" when you are done to add the comment to the task.  You will receive a confirmation that the comment has been saved.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001252471/original/D8pOW5439SvI_Ba6G8ctGO0XqV3VgAk5gQ.gif?1588104859\"></p><strong>Commenting using the \"Add Comment\" button in your Workast channel</strong><ul><li>When you receive a notification about a task in your Workast channel, there is an \"Add Comment\" button available for you to add a comment.</li><li>Click the \"Add Comment\" button, then type your comment.  Click \"Send\" to confirm and save your comment.   </li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001253009/original/guzMO-0lg0S25nTuBmFxasVL_vb7a9JqCA.gif?1588106677\"></p><p>If you want to learn how to tag users in comments in the Workast web app, click <a href=\"https://todobot.zendesk.com/hc/en-us/articles/360017619394-how-to-tag-your-teammates-in-a-task-comment\" target=\"_blank\"></a><a href=\"https://www.workast.com/help/articles/61000165151\" target=\"_blank\">here. </a></p>","description_text":"Comments on a task show up in the task detail in the Workast Dashboard.  When you add a comment to a task, any users that are following the task will receive a notification in their Workast channel in Slack. In Slack, you can leave a comment on a task in three ways:   By using the drop-down message menu immediately after a task is created  By using the drop-down message menu  after typing the /todo list command in a channel  By using the \"Add comment\" or \"Reply\" buttons with task notifications in your Workast channel.    Commenting on a task immediately after task creation   Click on the ellipses (three dots) underneath the task creation message, then select \"Add comment.\"  Type your comment in the text box.  Click \"Send\" when you are done to add the comment to the task.  You will receive a confirmation that the comment has been saved.       Users following the task will receive a notification in their Workast channel, informing them about the comment.    Commenting on a task after using the /todo list command  Type /todo list to bring up the list of open tasks in the channel.  Click on the ellipses (three dots) next to the task, then select \"Add comment.\"  Type your comment in the text box.  Click \"Send\" when you are done to add the comment to the task.  You will receive a confirmation that the comment has been saved.    Commenting using the \"Add Comment\" button in your Workast channel  When you receive a notification about a task in your Workast channel, there is an \"Add Comment\" button available for you to add a comment.  Click the \"Add Comment\" button, then type your comment.  Click \"Send\" to confirm and save your comment.        If you want to learn how to tag users in comments in the Workast web app, click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":4,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165164,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:31Z","category_id":61000080941,"folder_id":61000195742,"title":"Why can't I access a task? ","updated_at":"2021-01-04T23:07:22Z","description":"When you click on a task ID or a link to view the web app from Slack, you may not be able to access the page that is requested.<p>You will see a message like the one below.<img src=\"https://media.screensteps.com/image_assets/assets/000/557/915/original/229e3474-3936-4773-b4a2-007c02788d4e.png\"></p><p>There is multiple reasons why you cannot access the task and each will be discussed, and what you can do to resolve this:</p><ul><li>You don't have access to see the list.</li><li>You are logged in with a different Slack Team.</li></ul><h2><strong>You don't have access to see the list</strong><strong></strong><ol><li>Open Slack and go to the channel / conversation where this task is located.</li><li>In this channel, type: <strong>/todo list </strong>- This will give you access to the channel and make you part of the space in the web app.</li><li>Click on the task ID again to access the task.</li></ol><p>You should be able to access the task.</p>If this does not work, follow the instructions below to log out of your Slack team</h2><h2><strong>You are logged in with a different Slack team</strong></h2><p>A reason why you may not be able to access a task is because you are logged in with a different Slack team, and not the Slack team that the task belongs to.</p><ol><li>To check your Workast teams, click on this link: <a href=\"https://app.todobot.io/\">https://my.workast.io</a></li><li>Click on the team in which the task belongs to log in.  Once logged in, you should then be able to access the task.  </li></ol>","description_text":"When you click on a task ID or a link to view the web app from Slack, you may not be able to access the page that is requested. You will see a message like the one below.  There is multiple reasons why you cannot access the task and each will be discussed, and what you can do to resolve this:   You don't have access to see the list.  You are logged in with a different Slack Team.   You don't have access to see the list  Open Slack and go to the channel / conversation where this task is located.  In this channel, type: /todo list - This will give you access to the channel and make you part of the space in the web app.  Click on the task ID again to access the task.   You should be able to access the task. If this does not work, follow the instructions below to log out of your Slack team  You are logged in with a different Slack team  A reason why you may not be able to access a task is because you are logged in with a different Slack team, and not the Slack team that the task belongs to.   To check your Workast teams, click on this link: https://my.workast.io  Click on the team in which the task belongs to log in.  Once logged in, you should then be able to access the task.    ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":2,"feedback_count":0},{"id":61000274453,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-06-08T19:10:01Z","category_id":61000080941,"folder_id":61000195742,"title":"How to react (emoji) to a comment in Slack","updated_at":"2021-01-04T23:07:22Z","description":"<p>Want a quick, easy, and fun way to respond to a task <a href=\"https://www.workast.com/help/articles/61000165202\" target=\"_blank\">comment</a>?  Use your Slack emojis!</p><p>You can react to a comment using the following emoji and task followers will receive a notification:</p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264513/original/drZjt-8a74nIO5wp-J2fx4Q8NUm9eOYH9A.png?1591642628\"></p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264779/original/bsd0H0SFIwk_G6yFSi6rLiKHzA_zvSKgWg.png?1591643377\"></p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264528/original/BFoSsyXXXxgItFzvtFBFILWgU1FyG3xFsA.png?1591642684\"></p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264611/original/SPAZEf5y9s-ta7SKXYl6FX46hKizV-DcTg.png?1591642836\"></p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264666/original/trBfe44tuk1Opoc6R-joxat60L4pvdb5yQ.png?1591642989\"></p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264683/original/czuIJkPjAz6Tq2Men_EJLabqRw4QONvRJQ.png?1591643036\"></p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264750/original/15jEMGPesWRADaU8KquF0DaTe-OkcgksvQ.png?1591643294\"></p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264817/original/hZ7_jTm9ZPlOa3Xq7ac7g7ChPNlp7V5Www.png?1591643530\"></p><p>To react to a comment:</p><ul><li>Open your Workast channel in Slack.</li></ul><ul><li>Find your comment.</li></ul><ul><li>Mouseover the comment to bring up the reactions option.</li></ul><ul><li>Choose one of the above reactions.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264956/original/gpZizSJl1XqfLPk_6f30gt12EHjQZKZf5A.gif?1591644136\"></p><ul><li>A notification will be sent to task followers.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002264973/original/XVsQQppLNxkJtQDJyG1hrfR-ISyfZawcQg.png?1591644256\"></p><p><em>Quick tip - notifications will only be sent from Workast when you react to a task <a href=\"https://www.workast.com/help/articles/61000165202\" target=\"_blank\"><strong>comment</strong></a></em><strong><em>.</em></strong></p><p>To learn how to leave a comment on a task in the Workast web application, click <a href=\"https://www.workast.com/help/articles/61000165259\" target=\"_blank\">here</a>. </p>","description_text":" Want a quick, easy, and fun way to respond to a task comment?  Use your Slack emojis!  You can react to a comment using the following emoji and task followers will receive a notification:                  To react to a comment:   Open your Workast channel in Slack.    Find your comment.    Mouseover the comment to bring up the reactions option.    Choose one of the above reactions.      A notification will be sent to task followers.     Quick tip - notifications will only be sent from Workast when you react to a task comment.  To learn how to leave a comment on a task in the Workast web application, click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":2,"feedback_count":0},{"id":61000275942,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-23T19:04:43Z","category_id":61000080941,"folder_id":61000195742,"title":"Creating a task from a Slack message","updated_at":"2021-01-04T23:07:21Z","description":"<ul><li>Mouse over to the right of the text, then click on the 3 horizontal dots (\"more actions\" button.)</li><li>Select \"Create a Task.\"</li><li>A dialogue box will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited.</li><li>The task will be set to be created in the same channel/space but you can change the space at the top by clicking on the arrow next to the space/channel name.  Adjust the list if needed the same way. </li><li>You can also add a description, assign the task to team members, and add a due date as applicable.  Click on the drop-down menus to add assignees and due dates.</li><li>Click \"Create\" to create the task.  (To cancel the task creation, select \"Cancel.\")</li><li>The task will then be created.  The standard drop-down message menu is available under the task creation message if you need to edit the task. </li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002734972/original/tSfSel8nKVmd0a8sYx_f_ybpB32yzPZOug.gif?1593038697\"></p><h2></h2><p> To learn more about using Workast in Slack, click <a href=\"https://www.workast.com/help/articles/61000165121\" target=\"_blank\">here</a>. </p>","description_text":"  Mouse over to the right of the text, then click on the 3 horizontal dots (\"more actions\" button.)  Select \"Create a Task.\"  A dialogue box will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited.  The task will be set to be created in the same channel/space but you can change the space at the top by clicking on the arrow next to the space/channel name.  Adjust the list if needed the same way.   You can also add a description, assign the task to team members, and add a due date as applicable.  Click on the drop-down menus to add assignees and due dates.  Click \"Create\" to create the task.  (To cancel the task creation, select \"Cancel.\")  The task will then be created.  The standard drop-down message menu is available under the task creation message if you need to edit the task.        To learn more about using Workast in Slack, click here.  ","seo_data":{"meta_title":"How to create a task from a Slack message","meta_description":""},"tags":["create tasks","slack","tasks"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000284647,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-10-06T17:59:11Z","category_id":61000080941,"folder_id":61000195742,"title":"How to use the shortcut button in Slack (lightning bolt)","updated_at":"2021-01-04T23:07:21Z","description":"<p>The shortcut button in Slack (lightning bolt icon) can be used to quickly find and use your Slack actions and apps.  It can be found to the left of the message field.</p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005725306/original/o4xfY8s7_ElrnwS35xsCOZ4mFBdD_YaBaw.png?1602002855\"></p><p>Clicking on the shortcut button will bring up the shortcut menu. </p><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005726874/original/FLFHtEDw1-QziEZUZ82IxytE8tMwhlurKA.png?1602006304\"></p><p>If you don't see Workast in your list immediately, you can either scroll down or use the search box and type in \"Workast\" to locate it. </p><p>The shortcut button allows you to:</p><ul><li><a href=\"https://www.workast.com/help/articles/61000165256\" target=\"_blank\">create tasks</a> </li><li>fill out previously created <a href=\"https://www.workast.com/help/articles/61000165244\" target=\"_blank\">forms</a></li></ul><p>Click on the links to learn more about task creation in Slack and the forms integration. </p>","description_text":" The shortcut button in Slack (lightning bolt icon) can be used to quickly find and use your Slack actions and apps.  It can be found to the left of the message field.    Clicking on the shortcut button will bring up the shortcut menu.     If you don't see Workast in your list immediately, you can either scroll down or use the search box and type in \"Workast\" to locate it.   The shortcut button allows you to:   create tasks   fill out previously created forms   Click on the links to learn more about task creation in Slack and the forms integration.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0},{"id":61000286477,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-11-23T19:29:41Z","category_id":61000080941,"folder_id":61000195742,"title":"How to create a task using the shortcut key (lightning bolt) in Slack","updated_at":"2021-01-04T23:07:20Z","description":"<p>To create a task using the shortcut key:</p><ul><li>Click on the shortcut key (lightning bolt)</li><li>Scroll down until you see Workast and then click on it to bring up your Workast shortcut options.</li><li>Click on \"Create a task\" to bring up the task composer</li><li>Alternatively, you can type \"todo\" in the dialogue box and then hit enter twice to bring up the task composer.</li></ul><p><img src=\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007354006/original/4i3BfvWbpfAYmL7NCDVuk6-bXZOeBmbw5w.gif?1606159375\"></p><ul><li>To learn how to use the task composer, click<a href=\"https://www.workast.com/help/articles/61000280881\" target=\"_blank\"> here</a>.</li><li>You can also use the shortcut key to submit a <a href=\"https://www.workast.com/help/articles/61000165244\" target=\"_blank\">form</a> or create a <a href=\"https://www.workast.com/help/articles/61000165266\" target=\"_blank\">Personal task</a>. </li></ul>","description_text":" To create a task using the shortcut key:   Click on the shortcut key (lightning bolt)  Scroll down until you see Workast and then click on it to bring up your Workast shortcut options.  Click on \"Create a task\" to bring up the task composer  Alternatively, you can type \"todo\" in the dialogue box and then hit enter twice to bring up the task composer.      To learn how to use the task composer, click here.  You can also use the shortcut key to submit a form or create a Personal task.   ","seo_data":{"meta_title":"How to create a task using the shortcut key in Slack","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"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":61000195742,"name":"Creating and Managing Tasks","description":null,"visibility":1,"created_at":"2020-05-01T21:06:16Z","updated_at":"2020-05-01T21:06:16Z"}}}}