{"componentChunkName":"component---src-templates-help-article-template-jsx","path":"/help/articles/61000287911","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":61000287911,"type":1,"status":2,"agent_id":61003830981,"created_at":"2021-01-11T18:51:38Z","category_id":61000063760,"folder_id":61000093548,"title":"My current tasks (How to set a priority or favorite task)","updated_at":"2021-01-13T17:37:09Z","description":"

Adding tasks to \"my current tasks\" is an easy way to indicate your priority tasks or that tasks that you will be working on next.  Tasks that you add to your current tasks will appear on your Home page in the web app.


To add a task to your current tasks:


To learn more about the home page, click here. 

","description_text":" Adding tasks to \"my current tasks\" is an easy way to indicate your priority tasks or that tasks that you will be working on next.  Tasks that you add to your current tasks will appear on your Home page in the web app. To add a task to your current tasks: Click on the task in the web app to expand it. Click on the task menu (ellipses - three dots) at the top of the task then select \"Add to my current tasks.\" The task will then be added to your Home screen. To remove a task from your current tasks, mouse over the task in your home screen, then click on the star icon.  This will remove the task from your current task listing, but will not complete or delete the task. To complete a task in your home screen/current tasks, mouse over the task and click on the check mark.  To learn more about the home page, click here.  ","seo_data":{"meta_title":"My current tasks","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},"folderArticles":[{"id":61000130112,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-02-27T22:51:24Z","category_id":61000063760,"folder_id":61000093548,"title":"How to create a task in Workast","updated_at":"2021-01-04T23:08:30Z","description":"

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

Task creation

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

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

Type the details of the task to create a new task.  Add an assignee(s) and a due date/time if you wish by clicking on the assignee and due date icons.  Click \"Save\" to create your task.

The task has now been created in the space. Any assignees will receive a notification of the task in their Workast channel in Slack.
For more information on how to create tasks in Slack, see our guide here.

","description_text":" Tasks are a simple way to manage your work.  Tasks can be part of a larger project or stand-alone items that need to be completed.   This guide will show you how to get started with your first tasks in Workast Task creation On the left-hand taskbar, click on the space in which you would like to create the task. Click on +Create new task where you can start typing your new task.  You can add a new task in any list in the space/channel. Type the details of the task to create a new task.  Add an assignee(s) and a due date/time if you wish by clicking on the assignee and due date icons.  Click \"Save\" to create your task. The task has now been created in the space. Any assignees will receive a notification of the task in their Workast channel in Slack. For more information on how to create tasks in Slack, see our guide here. ","seo_data":{"meta_title":"How to create a task in Workast","meta_description":"Creating tasks in Workast are simple. Click on the \"Create new task\" button"},"tags":["create tasks","tasks","workast","web app"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":39,"feedback_count":0},{"id":61000165157,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:29Z","category_id":61000063760,"folder_id":61000093548,"title":"How to edit the name of a task ","updated_at":"2021-01-04T23:08:29Z","description":"

","description_text":" To edit a task title or name, click on a task to open the task details panel.   Move your mouse/cursor to the task title  Edit the task title as needed. Press enter to save changes. ","seo_data":{"meta_title":"","meta_description":""},"tags":["name ","title","edit","change"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165137,"type":1,"status":1,"agent_id":61003830981,"created_at":"2020-03-04T01:30:23Z","category_id":61000063760,"folder_id":61000093548,"title":"Creating Tasks Using the Shortcut Button ( )","updated_at":"2021-01-04T23:08:29Z","description":"

Creating a task from the shortcut button (+) in the bottom right-hand corner of your screen will allow you to create tasks in any space, in any list, and will also allow you to create multiple tasks in a row without leaving the task creation window.  Here's how:

To create a task for multiple users to complete independently:

","description_text":" Creating a task from the shortcut button (+) in the bottom right-hand corner of your screen will allow you to create tasks in any space, in any list, and will also allow you to create multiple tasks in a row without leaving the task creation window.  Here's how: Mouseover the + button in the bottom right-hand corner of the screen in the Workast web app.  The + will turn into a pen icon and the text \"Create a task\" will appear - click on the pen. A new task creation window will open. If you will be creating multiple tasks, check the \"Create another\" box in the bottom left In the top of the screen, choose the space where you would like the task from the drop-down menu by clicking on the arrow key to the right of the first space name.   Once the space field is chosen, a list field will populate - choose the list for the task in the same way, using the arrow to the right to scroll through the possible lists. Type the task name in the \"Summary\" field. Enter a description if desired by typing in the description field. Add a due date if desired by clicking the + next to \"Due Date\" or \"Select a due date\" Add an assignee if desired by clicking on the + next to \"Assigned\" or \"Assign task to a user.\"  Click on the user from the populated list, or enter his/her name in the \"Search for a user\" field.    Repeat for additional users Add a tag if desired by clicking on the + next to \"Tag\" or \"Select a tag\" Click \"Create\" to create the task If you checked the \"Create another\" box, the task creation field will reappear again so you can create more tasks.  When you are about to finish creating your final task, un-check that box to exit the screen.  You can also select \"Cancel\" at any time to exit the task creation screen. To create a task for multiple users to complete independently: Complete the same steps as above, however, after adding your second assignee, a check box will appear under the assignees that reads \"Create a task for each assigned\" - click that box.  Repeat the process to add as many assignees as you like. Continue completing the task. Click \"Create\" to create the task. This will create a separate task for each of  the assigned users to complete independently of each other. ","seo_data":{"meta_title":"How to create a task using shortcut button in Workast","meta_description":""},"tags":["create tasks","tasks","workast","shortcut"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165141,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:24Z","category_id":61000063760,"folder_id":61000093548,"title":"How to clone or duplicate a task","updated_at":"2021-01-04T23:08:28Z","description":"

Cloning or duplicating a task is an easy way to replicate an entire task, without having to type it all again.  You can clone any task, and all of the main task elements will be duplicated, including the description, attachments, assignees, subtasks, and tags.   Please note that comments will not be copied into the new task.

To clone a task:

Are there tasks that you need to create on a regular basis?  Learn about templates here and repeating tasks here.

","description_text":" Cloning or duplicating a task is an easy way to replicate an entire task, without having to type it all again.  You can clone any task, and all of the main task elements will be duplicated, including the description, attachments, assignees, subtasks, and tags.   Please note that comments will not be copied into the new task. To clone a task: In the Workast web app. click on a task to open the task details panel. Click on the ellipses (three dots) at the top of the panel. Select \"Duplicate.\" The new task will be created at the bottom of the list containing the original task. Are there tasks that you need to create on a regular basis?  Learn about templates here and repeating tasks here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":11,"feedback_count":0},{"id":61000165154,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:27Z","category_id":61000063760,"folder_id":61000093548,"title":"How to create a subtask","updated_at":"2021-01-08T00:43:12Z","description":"

In Workast, you are able to create a subtask which adds the flexibility of showing smaller or related steps within a larger task. *

To create a subtask


Please note that subtasks cannot be recurring.  When multiple subtasks are needed, simply create them all from the original task.* Subtasks are a feature available with some Workast plans.  For more information on our various plans, click here.

","description_text":" In Workast, you are able to create a subtask which adds the flexibility of showing smaller or related steps within a larger task. * To create a subtask Open the task that needs a subtask Click on the subtask icon in the top panel.  The subtask panel will open in the task.  Type the subtask title in the Task Summary. To assign the subtask during task creation, click on the people icon and select the user(s.)  To add a due date during task creation, click on the calendar icon.  Click on \"Save\" to create the subtask.   To close the subtask creation panel, click on the subtask icon in the top panel. To edit or customize the subtask, click on the subtask to open the subtask panel.  You can learn more about editing or customizing subtasks here. Please note that subtasks cannot be recurring.  When multiple subtasks are needed, simply create them all from the original task.* Subtasks are a feature available with some Workast plans.  For more information on our various plans, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":25,"feedback_count":0},{"id":61000165101,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:15Z","category_id":61000063760,"folder_id":61000093548,"title":"How to edit or customize a subtask","updated_at":"2021-01-04T23:08:27Z","description":"A subtask adds the flexibility of showing smaller or related steps within a larger task.  They can be edited and customized in the Workast web application.

There are two ways to edit a subtask:

Customizing a subtask using the floating menu:

To edit or customize a subtask in the task details screen:

For information on creating subtasks, click here.* Please note that subtasks cannot repeat.
","description_text":"A subtask adds the flexibility of showing smaller or related steps within a larger task.  They can be edited and customized in the Workast web application. There are two ways to edit a subtask: using the floating menu options in the task details screen Customizing a subtask using the floating menu: Open the parent (original) task in the Workast web app. Mouse over the right side of the subtask to reveal the floating menu. Click on the calendar to add or edit a due date or start date. Click on the people icon to add or edit assignees. Click on the ellipses (three dots) to bring up additional options such as following the subtask, copying the task link, duplicating the task, or removing it.  To edit or customize a subtask in the task details screen: Open the parent (original) task in the Workast web app. Click on the subtask that you want to customize. The subtask details will appear on the right-hand side of your screen. You can then edit a subtask in the same way you would a normal task. *  For information on creating subtasks, click here.* Please note that subtasks cannot repeat. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":11,"feedback_count":0},{"id":61000165115,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:18Z","category_id":61000063760,"folder_id":61000093548,"title":"How to add an attachment or file to a task*","updated_at":"2021-01-04T23:08:26Z","description":"

You can add an attachment or file to a task or a subtask* in any view in the Workast web app.

To add an attachment to a task:

To download an attachment:

Please note - file attachments can only be added to tasks through the web app or mobile app and cannot be added in Slack at this time.

* Subtasks are a feature of paid Workast subscriptions.  File attachments may be limited by your plan.  See our pricing page for details. 

Click here to learn how to use the Google drive integration.

","description_text":" You can add an attachment or file to a task or a subtask* in any view in the Workast web app. To add an attachment to a task: Expand the task by clicking on it. Click on the paperclip icon in the top of a task to open your file browser.  Click on the file that you want to add, and select open/confirm the file to add it.  You also can copy and paste an image into the task by using either your mouse or the control/command+C keyboard shortcut to copy and control/command+V to paste it. You can also drag and drop a file from most files/program locations into the attachment portion of the task with most programs.   (A few third party programs may prevent this function.) To delete an attachment, mouseover the attachment and click on the red X to the left of the attachment name.  Select yes to remove it.  To download an attachment: Click on the file name. Follow the onscreen instructions Please note - file attachments can only be added to tasks through the web app or mobile app and cannot be added in Slack at this time. * Subtasks are a feature of paid Workast subscriptions.  File attachments may be limited by your plan.  See our pricing page for details.  Click here to learn how to use the Google drive integration. ","seo_data":{"meta_title":"How to add an attachment or file to a task","meta_description":"Learn how to add attachments to Workast tasks"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0},{"id":61000165129,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:21Z","category_id":61000063760,"folder_id":61000093548,"title":"How to copy the task ID and summary","updated_at":"2021-01-04T23:08:26Z","description":"

The task ID is a randomly generated four-digit unique identifier for a task.   It is shown below:

You can use the task ID to discuss the task with your team members.  Clicking on the task ID in the web app will allow you to copy it.  Clicking on it twice will allow you to copy the task ID as well as the task summary (title) to your clipboard.

","description_text":" The task ID is a randomly generated four-digit unique identifier for a task.   It is shown below: You can use the task ID to discuss the task with your team members.  Clicking on the task ID in the web app will allow you to copy it.  Clicking on it twice will allow you to copy the task ID as well as the task summary (title) to your clipboard. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165246,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:51Z","category_id":61000063760,"folder_id":61000093548,"title":"Using email to create a task","updated_at":"2021-01-04T23:08:25Z","description":"

You can create tasks by sending an email from the email associated with your Slack/Workast account.  You can create a task for any standard public or private space/channel* in which your are member.  

Please note that People and Personal spaces must have tasks created in Slack, the web app, or the mobile app as email task creation is not available in those spaces at this time.

* certain features are such as tasks in private spaces/channels are only available with paid Workast plans.  To learn more about our plans, click here. 

Finding the email address for you space","description_text":" You can create tasks by sending an email from the email associated with your Slack/Workast account.  You can create a task for any standard public or private space/channel* in which your are member.   Please note that People and Personal spaces must have tasks created in Slack, the web app, or the mobile app as email task creation is not available in those spaces at this time. * certain features are such as tasks in private spaces/channels are only available with paid Workast plans.  To learn more about our plans, click here.  Finding the email address for you space To find the email address to use to create a task in your space, click on the envelope icon in the top right of your space.  A dialogue will open, showing your space email address, which is generally spacename@yourteamname.workast.com/io. You can click on the \"Copy email address\" button to copy the email address to your clipboard.  Creating the task Open the email account that is associated with your Slack/Workast account and compose a new email.   You can copy the email address from the bottom of the space into the \"To:\" section, or even save the address as a contact.   You will only be able to successfully email the task to one space.  If you enter the email to multiple spaces, the task will only be created in the first one. Quick tip - you can also enter the space email address in the BCC section to successfully create the task.  That can be useful if your team may \"reply all\" to the task creation email as it will prevent duplicate tasks from being created.  The subject line in your email will be the task title.  For example, if you want to create a task to prepare invoices for ABC plumbing in your customer support space, your email subject line would be \"Prepare invoices for ABC plumbing.\"   Send the email to create the task.  You will get an email receipt confirming the that the task has been created, and with a link to the task.   You can click on the task link to open the task in the Workast web app. Tasks automatically get created in the default list in the space.  Adding a task description/email signatures Please note - any text in the body of the email will be added as the task description.  You can either enter a description or leave the body of the email black - however, if you have an automatic signature in your email, it will show in the task description if it's not deleted.   Assigning the task To assign the task you are creating, add the email of the assignee(s) as additional recipients.  For example, if I wanted to assign the task \"Prepare invoices for ABC Plumbing\" in the customer support space to both Blake and Sarah, the email I would send would look like this: The created task would look like this: You can assign tasks to yourself and any user in the channel/space, with no assignee limit.  Users that are assigned a task will receive a copy of your task creation email, as well as the task creation email, and the Workast notification that they have been assigned a task.   Adding followers to your task Along with adding assignees, you can also add task followers.  Simply add the email of anyone you want to add as a task follower in the CC section of your task creation email.  So, if I wanted to assign Kay as a follower to the above task, and add a description that she was following the task to help with questions, the email I would send would look like this: The task created from that email would be: You can only add people as task followers.  Adding an email for a space in the CC section will not be successful. Adding an attachment or file to a task created by email You can add an attachment to a task created by email.  Attach your file or files to the email, addressing them as instructed above, and adding assignees and followers if desired. The created task from that email would be: Please note - due dates will need to be added to tasks after the task has been created. ","seo_data":{"meta_title":"Create a task through email with Workast","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":30,"feedback_count":0},{"id":61000165259,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:54Z","category_id":61000063760,"folder_id":61000093548,"title":"How to leave a comment on a task in Workast","updated_at":"2021-01-04T23:08:24Z","description":"

 Quick tip - you can use the @ to tag users in comments for a more personalized touch.  Learn how here.

If you'd like to know how to add a comment to a task in Slack, click here.

","description_text":" Login to Workast. Expand that task that you'd like to comment on by clicking on it. Click on the box which says \"Write a comment or project update.\" Type your comment and click \"Comment\" to save.   Quick tip - you can use the @ to tag users in comments for a more personalized touch.  Learn how here. Any users following the task will receive a Slack notification in their Workast channel about the comment. If you'd like to know how to add a comment to a task in Slack, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":2,"feedback_count":0},{"id":61000165151,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:27Z","category_id":61000063760,"folder_id":61000093548,"title":"How to tag your teammates in a task comment","updated_at":"2021-01-04T23:08:23Z","description":"

Do you need to notify a coworker about some important information on a task?  Tagging them in comments will let them know!

To tag a user in a task comment:

To learn more about adding a comment to a task in Slack, click here.
","description_text":" Do you need to notify a coworker about some important information on a task?  Tagging them in comments will let them know! To tag a user in a task comment: Click on a task to open/expand it. Click on the \"Add comments\" field and type your comment, then type @ to populate a list of users in that space.  Click on the user that you'd like to tag in the comment.  You can type the username to filter the list of users.  Repeat the process if you'd like to tag multiple users. Click \"Comment\" to save your comment. Tagged users will receive a notification in their Workast channel in Slack that they have been tagged in a comment. To learn more about adding a comment to a task in Slack, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165187,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:37Z","category_id":61000063760,"folder_id":61000093548,"title":"Moving tasks","updated_at":"2021-01-04T23:08:23Z","description":"

Tasks can be moved easily in the Workast web app.  From rearranging the priority in a list to moving them to a different list or column, or even moving them to a different space, the drag and drop function makes it easy to move your task to where you want it to be.

How to move tasks within the same list or column

How to move tasks to a different list or column

How to move a task from one space to another

","description_text":" Tasks can be moved easily in the Workast web app.  From rearranging the priority in a list to moving them to a different list or column, or even moving them to a different space, the drag and drop function makes it easy to move your task to where you want it to be. How to move tasks within the same list or column To move a task within the same list or column, drag and drop the task into the new position in the list. When you are dragging the task in the list view, when you hover over the new position for the task, drop it when you see the indented line.   When moving tasks in the board view, drop your task where you see the empty stop in the column. How to move tasks to a different list or column To move a task to a different list, drag and drop it into that list or column. How to move a task from one space to another To move a task from one space to another, you must be in the lists view in your space. Locate the task that you want to move, and drag it over to its new space on the left-hand taskbar. Once you hover the task over the new space, the lists in that space will dropdown. Drop the task into the list where you'd like the task. A confirmation pop-up will appear, confirming the task has been moved. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":12,"feedback_count":0},{"id":61000165230,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:47Z","category_id":61000063760,"folder_id":61000093548,"title":"How to delete a task","updated_at":"2021-01-04T23:08:22Z","description":"

To delete a task, open the task details screen by clicking on the task.  Click on the ellipses (three dots) in the top panel, then select \"Remove.\" 

A confirmation dialogue will appear.      Select \"Yes\" to confirm the permanent deletion of the task.  Click X to return to the space. 

To learn how to delete a task in Slack, click here.

","description_text":" To delete a task, open the task details screen by clicking on the task.  Click on the ellipses (three dots) in the top panel, then select \"Remove.\"  A confirmation dialogue will appear.      Select \"Yes\" to confirm the permanent deletion of the task.  Click X to return to the space.  To learn how to delete a task in Slack, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":4,"feedback_count":0},{"id":61000165260,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:54Z","category_id":61000063760,"folder_id":61000093548,"title":"How to turn on or off task creation messages in Slack channels when a task is created in Workast","updated_at":"2021-01-04T23:08:21Z","description":"

Normally, when you create a task in a Slack channel, a task creation message appears in that channel like this:

However, if you create the task in the space in the Workast web or mobile app, you normally don't get that task creation message.

If you want to get that message in the corresponding Slack channel when you create a task in the web app, you can change the setting in the space.  Here's how:

Please note - due the the privacy regulations in place for private spaces in Slack, created tasks notifications will only be sent in private channels/direct messages when the Workast application has been active in the channel within the past 30 minutes. 

If you want to learn how to turn off completed task notifications, click here.

If you want to learn how to customize or turn off your personal notifications, click here.

","description_text":" Normally, when you create a task in a Slack channel, a task creation message appears in that channel like this: However, if you create the task in the space in the Workast web or mobile app, you normally don't get that task creation message. If you want to get that message in the corresponding Slack channel when you create a task in the web app, you can change the setting in the space.  Here's how: Click on the Slack app button at the top of your space in the web app. This will open a dialogue box.  Select \"Settings.\"  The Slack settings for the space will open.   If you'd like to see task creation messages in Slack when you create a task in the web app, check the box next to \"Share created tasks.\"  If you don't want task creation messages, uncheck that box.  Click \"Save\" to confirm your changes.  Turned on, your space settings will look like this:  Please note that this setting will need to be adjusted for each space individually. Please note - due the the privacy regulations in place for private spaces in Slack, created tasks notifications will only be sent in private channels/direct messages when the Workast application has been active in the channel within the past 30 minutes.  If you want to learn how to turn off completed task notifications, click here. If you want to learn how to customize or turn off your personal notifications, click here. ","seo_data":{"meta_title":"How to turn on or off task creation messages in Slack channels","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165270,"type":1,"status":2,"agent_id":61000880007,"created_at":"2020-03-04T01:30:57Z","category_id":61000063760,"folder_id":61000093548,"title":"How to move a task from one space to another","updated_at":"2021-01-04T23:08:21Z","description":"





","description_text":" Login to Workast using your Slack credentials Go to the space where the task is located The view of the space must be: All Tasks and By List Locate the task that you want to move and hover over the task until you see the hand icon Drag the task, and move it to the new space - drop it when the new space is highlighted in red. The task will appear at the bottom of the default list in the new space. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":4,"thumbs_down":0,"hits":2,"feedback_count":0},{"id":61000271747,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-05-15T00:21:37Z","category_id":61000063760,"folder_id":61000093548,"title":"Personal Tasks","updated_at":"2021-01-04T23:08:20Z","description":"

Personal tasks are a special type of task that only you can see, and that cannot be assigned to others. 

To create a personal task in the Workast web app:

You can also add new personal tasks in the web app, or break your personal tasks down into multiple lists or columns.  

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

To learn how to create a personal task in Slack, click here. 

","description_text":" Personal tasks are a special type of task that only you can see, and that cannot be assigned to others.  To create a personal task in the Workast web app: Log into the web app here, or by clicking on any task link in Slack. On the left-hand side under Spaces click on Personal Tasks. This will show you all the tasks on your personal to-do list You can also add new personal tasks in the web app, or break your personal tasks down into multiple lists or columns.   If you create a personal task and need others to view it, you will need to move it into another space.  To learn how to move tasks, click here. To learn how to create a personal task 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":61000287910,"type":1,"status":2,"agent_id":61003830981,"created_at":"2021-01-11T18:49:40Z","category_id":61000063760,"folder_id":61000093548,"title":"The Home page","updated_at":"2021-01-13T17:36:45Z","description":"

The Home page allows users to see their highest priority tasks and meetings, all in one convenient place. To access the home screen, click on \"Home\" in your left-hand taskbar. 

This will open up your home page.  

  1. Today's meetings - this section will list any upcoming meetings you have planned that day.  To learn about Workast meetings, click here. 
  2. My current tasks - your current priority tasks, or those you have designated that you are working on right now.  To learn how to set your current tasks, click here.
  3. Due today - your default system generated \"Due today\" report. You will find a link to the report at the bottom of the column.
  4. Assigned to me - your default system generated \"Assigned to me\" report.  You will find a link to the report at the bottom of the column. 
  5. Add a new report* - Click to add one of your current reports to your home page. Scroll down to the report that you'd like to add, then click on it to add the column.  

*Reports are a Premium/paid feature and are not available with free plans.  Click here to learn about our plans.

To remove a report column from your , mouse over it, and click on the X in the top right corner of the column, then click \"yes\" to confirm.  This will remove the report column from your home page, but not delete the report. 


You can use quick actions to edit or complete a task in the report columns in the same way as in the board view.  Learn how here. 

To remove a task from your current tasks, mouse over the task and click on the star.  To complete any task in the home page, mouse over the task and click the check mark. 


","description_text":" The Home page allows users to see their highest priority tasks and meetings, all in one convenient place. To access the home screen, click on \"Home\" in your left-hand taskbar.  This will open up your home page.   Today's meetings - this section will list any upcoming meetings you have planned that day.  To learn about Workast meetings, click here.  My current tasks - your current priority tasks, or those you have designated that you are working on right now.  To learn how to set your current tasks, click here. Due today - your default system generated \"Due today\" report. You will find a link to the report at the bottom of the column. Assigned to me - your default system generated \"Assigned to me\" report.  You will find a link to the report at the bottom of the column.  Add a new report* - Click to add one of your current reports to your home page. Scroll down to the report that you'd like to add, then click on it to add the column.   *Reports are a Premium/paid feature and are not available with free plans.  Click here to learn about our plans. To remove a report column from your , mouse over it, and click on the X in the top right corner of the column, then click \"yes\" to confirm.  This will remove the report column from your home page, but not delete the report.  You can use quick actions to edit or complete a task in the report columns in the same way as in the board view.  Learn how here.  To remove a task from your current tasks, mouse over the task and click on the star.  To complete any task in the home page, mouse over the task and click the check mark.  ","seo_data":{"meta_title":"Home Page","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000287911,"type":1,"status":2,"agent_id":61003830981,"created_at":"2021-01-11T18:51:38Z","category_id":61000063760,"folder_id":61000093548,"title":"My current tasks (How to set a priority or favorite task)","updated_at":"2021-01-13T17:37:09Z","description":"

Adding tasks to \"my current tasks\" is an easy way to indicate your priority tasks or that tasks that you will be working on next.  Tasks that you add to your current tasks will appear on your Home page in the web app.


To add a task to your current tasks:


To learn more about the home page, click here. 

","description_text":" Adding tasks to \"my current tasks\" is an easy way to indicate your priority tasks or that tasks that you will be working on next.  Tasks that you add to your current tasks will appear on your Home page in the web app. To add a task to your current tasks: Click on the task in the web app to expand it. Click on the task menu (ellipses - three dots) at the top of the task then select \"Add to my current tasks.\" The task will then be added to your Home screen. To remove a task from your current tasks, mouse over the task in your home screen, then click on the star icon.  This will remove the task from your current task listing, but will not complete or delete the task. To complete a task in your home screen/current tasks, mouse over the task and click on the check mark.  To learn more about the home page, click here.  ","seo_data":{"meta_title":"My current tasks","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0}],"category":{"id":61000063760,"name":"Step by Step","description":"View our step by step articles on how to use Workast here","created_at":"2020-02-27T22:51:24Z","updated_at":"2020-08-06T19:57:16Z"},"folder":{"id":61000093548,"name":"Creating and Managing Tasks","description":null,"visibility":1,"created_at":"2020-02-27T22:51:24Z","updated_at":"2020-04-30T22:53:34Z"}}}}