![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61000587688/original/xVYLUI_aAF4FV_K1SFNFxslRQ0x-xQ7wTA.png?1585155681\")
Workast is the ideal place to plan, deploy, and complete a project or an event. You can create a space for the project, create lists, add team members, and assign tasks all within the Workast web app.
To create a space in the Workast web app:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002602716/original/FTS0mOkPexTppgl7PphgahE_qHxHehYDFw.png?1592595012\")
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The next step in creating the space for your project/event is adding lists, which will allow you to seamlessly organize your tasks.
To create lists for your space:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61000590111/original/loUHL2SFnr654DNdSRWBHVQl1KnpgJA3Ew.gif?1585165336\")
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Once your lists are created, you can start adding tasks.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61000607434/original/Rpfw3ClHZax_Ns5wRrAUDOdW5XAosODHpQ.gif?1585243126\")
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* Certain features are only available with Premium (paid) Workast plans. For information on our plans, click here.
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
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.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61008172499/original/kCx4N6x6flxkxp-l_eL4kMEHR5R1Hvj_GA.png?1607978076\")
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, or type the due date in the task title to automatically generate the due date. Press enter to save your task.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61008172239/original/_lav3fIrTG2nLXbvClQiT6nbLC4Jabzkzg.png?1607977582\")
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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, or type the due date in the task title to automatically generate the due date. Press enter to save 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":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":58,"feedback_count":0},{"id":61000165273,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:58Z","category_id":61000063758,"folder_id":61000196633,"title":"How to see what I'm working on","updated_at":"2021-01-04T23:08:32Z","description":"When you start your day at work, it sometimes becomes overwhelming to try and sort through all the work, projects, emails, and post-it notes. When you capture your work with Workast, you have all your tasks in one place and you can start your day with a plan so you know exactly what you need to do.
Assigned to me
In Workast, there is a saved search automatically created for you, labeled \"Assigned to me.\" This will show all the tasks that have been assigned to you that are currently open/pending. You can find this, and other saved searches on your left-hand taskbar.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002860685/original/OYLOf7i9JT6Ichvxaoq-IVmM13s5tfzVvQ.png?1593479356\")
My tasks
This is similar to \"Assigned to me\" but shows tasks that you are following, not just the ones that you are assigned. This can include tasks that you have created, as well as tasks where you are assisting.
From 'My Tasks' you can click on 'Due Today' to see all the tasks that are due today that you are following - either as a task creator, assignee, or an additional follower.
Simply click the checkmark to complete the task when you are done!
How you prioritize your tasks depends on your work style and the needs of your organization. You may prioritize tasks that are specifically assigned to you, or tasks that are due immediately.
Monthly Planning
Workast is great for forward planning. You can see all the tasks that you are assigned, followed or created that have due dates in a calendar view so you can plan your work accordingly. You can find your calendar at the top of the left-hand taskbar.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002861013/original/9MumNkxjjscc2pEnQEFhFh2GcDqtjTt1pA.png?1593481192\")
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Quick tip - Check out our calendar integration to connect your Workast calendar to your Google calendar, Office, iCal and more!
What have I accomplished?
Workast keeps track of all the work you have completed so you know exactly what you have accomplished. Simply click on the \"Completed by me\" button on your left-hand taskbar to see all the work you've done.
To keep up with your work in Slack, make sure your daily reminder and notification preferences are set optimally for you. To learn how, click here
","description_text":" When you start your day at work, it sometimes becomes overwhelming to try and sort through all the work, projects, emails, and post-it notes. When you capture your work with Workast, you have all your tasks in one place and you can start your day with a plan so you know exactly what you need to do. Assigned to me In Workast, there is a saved search automatically created for you, labeled \"Assigned to me.\" This will show all the tasks that have been assigned to you that are currently open/pending. You can find this, and other saved searches on your left-hand taskbar. My tasks This is similar to \"Assigned to me\" but shows tasks that you are following, not just the ones that you are assigned. This can include tasks that you have created, as well as tasks where you are assisting. Due Today From 'My Tasks' you can click on 'Due Today' to see all the tasks that are due today that you are following - either as a task creator, assignee, or an additional follower. Simply click the checkmark to complete the task when you are done! What should I work on next? How you prioritize your tasks depends on your work style and the needs of your organization. You may prioritize tasks that are specifically assigned to you, or tasks that are due immediately. Monthly Planning Workast is great for forward planning. You can see all the tasks that you are assigned, followed or created that have due dates in a calendar view so you can plan your work accordingly. You can find your calendar at the top of the left-hand taskbar. Quick tip - Check out our calendar integration to connect your Workast calendar to your Google calendar, Office, iCal and more! What have I accomplished? Workast keeps track of all the work you have completed so you know exactly what you have accomplished. Simply click on the \"Completed by me\" button on your left-hand taskbar to see all the work you've done. To keep up with your work in Slack, make sure your daily reminder and notification preferences are set optimally for you. To learn how, click here ","seo_data":{"meta_title":"How to see what I'm working on with Workast","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":13,"feedback_count":0},{"id":61000130106,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:22Z","category_id":61000063758,"folder_id":61000196633,"title":"Inviting your team onboard","updated_at":"2021-01-04T23:08:31Z","description":"Once Workast is installed into your Slack workspace, you can start inviting team members to use the app. Any member* of your Slack team can be added to your Workast team. You can do so in one of three ways:* To learn how to add guest users to your team's Workast, click here.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002369416/original/x8xYIqMoJ50SmrhMlgoQtRMFXbiC8jNqhQ.png?1591915844\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002369752/original/KYaUc5VdMuG2jyzvL0AIAEJLzglEyLQHFw.png?1591917662\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002369905/original/E7YTRjXIL-DGx9dVV0ohnHvdriSP9e_OZg.png?1591918376\")
Quick tip - if the user is not populating when you are typing in their name, check to see if they've been deactivated by clicking the \"Active\" tab and changing it to \"Deactivated.\" To learn how to change member roles, click here.
To learn how to deactivate a user, click here.
How to assign a task to a team member in SlackWhen you assign a task to a team member in Slack, it invites that user to use Workast. The team member will receive a notification that they are assigned the task in Workast and can then start using the application.
To create and assign a new task to a team member in Slack, type \"/todo\" followed by the task details. To assign a team member when you create the task, tag the team members username.
E.g. /todo Email client invitations @Kay
This will assign the task directly to Kay when creating the task. The assigned team member will receive a direct message from todobot when they are assigned a task
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002735091/original/cmvw4ma5L8zMPrjqduyWd2b7VBeH9kkdlA.png?1593039577\")
","description_text":"Once Workast is installed into your Slack workspace, you can start inviting team members to use the app. Any member* of your Slack team can be added to your Workast team. You can do so in one of three ways: In the admin dashboard in the web app - see below. You must be a team admin to add users using this method. To learn more about the admin user role, click here. In Slack - by assigning a task to the user. Learn how here. In the web app - by adding the user to a space. Learn how here. * To learn how to add guest users to your team's Workast, click here. Adding new users in your admin dashboard Access your admin dashboard by clicking on the arrow next to your name in the top left-hand corner of the web app, then selecting \"Manage (Your Team.)\" This will open your admin dashboard. Once in your admin dashboard, select \"add user.\" You must be in the \"Active\" user view and a team admin to add a user. Begin to type the user's name in the search field, then click on their name when it populates. You must type in at least 3 letters to begin the user search. Quick tip - if the user is not populating when you are typing in their name, check to see if they've been deactivated by clicking the \"Active\" tab and changing it to \"Deactivated.\" To learn how to change member roles, click here. To learn how to deactivate a user, click here. How to assign a task to a team member in Slack When you assign a task to a team member in Slack, it invites that user to use Workast. The team member will receive a notification that they are assigned the task in Workast and can then start using the application. To create and assign a new task to a team member in Slack, type \"/todo\" followed by the task details. To assign a team member when you create the task, tag the team members username. E.g. /todo Email client invitations @Kay This will assign the task directly to Kay when creating the task. The assigned team member will receive a direct message from todobot when they are assigned a task ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165159,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:29Z","category_id":61000063758,"folder_id":61000196633,"title":"How to get to the Workast Web Application","updated_at":"2021-01-04T23:08:31Z","description":"There are various ways to visit the Workast web application:
The task summary (title/name) of a task is clickable, and will take you to the Workast web app.
Click any of the links to open the task details page in Workast.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002367547/original/eSHwDKxf8aoFEaVm0YscSojmDq8s7A35Yg.png?1591908229\")
To see the to-do list for the channel / space type: /todo list.
There is a link to Workast when the list is shown (as well as all of the task summaries being clickable.)
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002367617/original/DpbEsl_eqmj6oXLQmK3TwBNFkAo-P_tS9g.png?1591908473\")
You can type /todo help in any conversation or channel and you will see a link to Workast.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002367702/original/xGpQwhgwdMHZ9haJZGXl3qtmVpyf2WOsNw.png?1591908620\")
","description_text":" There are various ways to visit the Workast web application: Workast link: Click here to log in to the Workast Dashboard Slack: Clicking on the task link Slack: Using the \"Open in Workast\" button after the /todo list command Slack: Clicking the \"Login to Workast\" button after using the /todo help command Accessing Workast from the task link in Slack The task summary (title/name) of a task is clickable, and will take you to the Workast web app. Click any of the links to open the task details page in Workast. Accessing Workast from a /todo list To see the to-do list for the channel / space type: /todo list. There is a link to Workast when the list is shown (as well as all of the task summaries being clickable.) Accessing Workast using the /todo help command You can type /todo help in any conversation or channel and you will see a link to Workast. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":7,"feedback_count":0},{"id":61000287654,"type":1,"status":2,"agent_id":61001167161,"created_at":"2021-01-05T00:08:06Z","category_id":61000063758,"folder_id":61000196633,"title":"System Requirements and Supported Browsers","updated_at":"2021-01-05T00:08:16Z","description":"At Workast, we mirror the list of browsers supported by Slack which can be found here. Please note that as of March 2019, Slack changed its minimum browser requirements. As Workast uses the sign-on with Slack login function, Workast's minimum browser requirements also changed at that time.
Supported browsers
Operating system requirements
Welcome to Workast. Here is a guide to get you started on using Workast. This article will help you learn the basics of using Workast so you can start managing projects and tasks.
Before you get started, please ensure the Workast app is installed into your Slack workspace.
To install Workast into your Slack workspace, follow the instructions here.
Please ensure you have access to install apps in your Slack account.
Workast is installed correctly if you see the 'Workast' app under the 'Apps' section in Slack.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002856702/original/-D3nq9dbNjjYbN9sc4bCiqsUqVKyTBDsBA.png?1593461510\")
Once Workast is installed into the Slack workspace, full members of the Slack account can access Workast.
Team members can be invited to use Workast or they can take action in the app themselves.
Examples of action include (but not limited to):
Each team has their own personalized Workast login which consists of your Slack team domain name.workast.io or workast.com I.e: helpforfitness.workast.io or helpforfitness.workast.com.
You can also login to Workast by clicking here: https://my.workast.io/
TIP: Bookmark this link!
You can login using either your Slack credentials or email address.
A 'Space' is the term used to describe your project. A space can be a list of tasks, event, customer, sales pipeline, product roadmap and so on.
How to create your first space
There are two different types of spaces:
Creating a space which connects to a Slack channel makes it possible to create tasks from Slack.
To create a new space in Workast:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002858758/original/WaklkKAKTe_bTsuQQyxC4oL7aei7O7laxA.gif?1593468573\")
Projects in Workast live in a space. In a space, you can have 'stages' of a project which are called lists. Lists can be the status, stage or categories within a project.
To create a new list in a space:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002858461/original/RW0ZcQK9VsHfnxTVtEDdEbtkl6oaiXyY8Q.png?1593467096\")
Here are some examples of spaces that have lists:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002858467/original/iDDOr0y0sLB_8zmHYRVF-aW74uMWNo-1Dw.png?1593467125\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002858468/original/g8AYFvYF26I7GiXzg-kzATdgHdGnbzqrBQ.png?1593467125\")
Now that you have created your first space, you can now create tasks in that pace. A task is anything that you or a team member needs to take action on. Tasks are created in a space.
In Workast:
On the left hand side bar, click on the space you want to create a task.
Click on the +Create new task button.
Type the task you want to create.
Assignee: An assignee is the person that is responsible for the task. The team member will receive a notification in Workast that they are assigned the task. You can click on the person icon to add an assignee to the task, or hit tab to bring up the assignee menu (optional.)
Due date: The due date is the deadline for the task. It is used to remind the team member when the task is due. You can enter click the due date to add a due date or time to the task, or enter the due date after the task title (optional.) Learn more about due dates here.
Press enter to create the new task.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007235554/original/ElbAf3jQKhhgJI83ZSFoQmh4etgteLb4tQ.gif?1605817731\")
Assigning tasks is important in Workast because it gives your task an owner, someone that is responsible for the work. When you assign a task to a team member, they are notified that they have a task to do in Workast in the notifications tab (bell on top right hand corner of web app) and through the 'workast' app under \"Apps\" in Slack
The above method of creating a task, also showed how to assign the task when the task is created. This method will show how to assign a task to a team member to tasks that already exist.
Find the task that you want to update.
Under the column which says \"Assignee\" click on the person icon (Unassigned icon) next to the task or the existing assignee if the task is already assigned.
Look for the team member you want to assign the task to and select the team member. If their name doesn't appear immediately, start typing it in the dialogue box until it appears.
Click on OK.
You can also add an assignee in the task details screen by clicking on the task to open it, or in the board view by mousing over the task and clicking on the people icon.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007236638/original/lLHMle5u1_mWATHWbKln72g3KWU_IorGpQ.gif?1605820095\")
Tips:
You can search for more users in the space by typing in their name. If a user has not been added to that space yet, you'll be asked to confirm adding them to the space.
To delete an assignee - click on the name of the team member. Click on the X to remove them.
Due dates are important in Workast to ensure that tasks are done in a timely manner. The due date is used to send a reminder to the assigned person that the task is due. Without a due date, tasks can get lost and forgotten about.
The above method of creating a task, showed how to set a due date when a task is created. This method will show how to set a due date/time for tasks that already exist.
Find the task that you want to update.
Under the column which says \"Due Date\" click on date picker icon (Add due date) next to the task.
Choose the due date and time.
Click on OK.
If the task has a due date already and you want to edit it, click on the existing due date to bring up the date picker.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61006075289/original/kOvCtNkE9vDFCtBJ0VzFUGNm4NhpqxHh-Q.gif?1602891456\")
Once the work for a task has been completed, it can be checked off and marked as completed in Workast. To complete a task:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002858674/original/LxFS7iADuO5FP41C_85UpdwEC3zmO4O3eA.gif?1593468010\")
Next up, check out: Quick Guide: Using Workast in Slack
","description_text":" Welcome to Workast. Here is a guide to get you started on using Workast. This article will help you learn the basics of using Workast so you can start managing projects and tasks. Installing Workast into Slack workspace Before you get started, please ensure the Workast app is installed into your Slack workspace. To install Workast into your Slack workspace, follow the instructions here. Please ensure you have access to install apps in your Slack account. Workast is installed correctly if you see the 'Workast' app under the 'Apps' section in Slack. Who can use Workast? Once Workast is installed into the Slack workspace, full members of the Slack account can access Workast. Team members can be invited to use Workast or they can take action in the app themselves. Examples of action include (but not limited to): a team member uses the /todo shortcut to create a task a team member completes a task in Workast a team member clicks on a Workast task and uses Slack single-sign on to login to Workast Logging into Workast Each team has their own personalized Workast login which consists of your Slack team domain name.workast.io or workast.com I.e: helpforfitness.workast.io or helpforfitness.workast.com. You can also login to Workast by clicking here: https://my.workast.io/ TIP: Bookmark this link! You can login using either your Slack credentials or email address. What is a space? A 'Space' is the term used to describe your project. A space can be a list of tasks, event, customer, sales pipeline, product roadmap and so on. How to create your first space There are two different types of spaces: Connected to a Slack channel (public or private channel) Can live only in Workast (not connected to Slack) Creating a space which connects to a Slack channel makes it possible to create tasks from Slack. To create a new space in Workast: Click on + next to \"Spaces\" in your left-hand taskbar. A space creation dialogue will open. Name: Name your space. Invite others: Invite users to your space if desired - type in the names of the users that you would like to invite, and click on the populated result. Privacy: Select who can join the space. The default selection is \"Anyone on the team\" which makes it a public space. To change the space to private, click the button next to \"Only those invited can join the space. Connect to Slack: To connect this space to Slack, add the Slack app under \"Apps and Integrations.\" Click the green \"Create space\" button to finish completing the space. How to set up project stages in Workast Projects in Workast live in a space. In a space, you can have 'stages' of a project which are called lists. Lists can be the status, stage or categories within a project. To create a new list in a space: Click on the space where you want to create the list. Scroll to the bottom of the page where you will see the option to Create a new list. Type the name of the new list and press enter to create. Repeat steps to create multiple lists. Here are some examples of spaces that have lists: How to create a task in Workast Now that you have created your first space, you can now create tasks in that pace. A task is anything that you or a team member needs to take action on. Tasks are created in a space. In Workast: On the left hand side bar, click on the space you want to create a task. Click on the +Create new task button. Type the task you want to create. Assignee: An assignee is the person that is responsible for the task. The team member will receive a notification in Workast that they are assigned the task. You can click on the person icon to add an assignee to the task, or hit tab to bring up the assignee menu (optional.) Due date: The due date is the deadline for the task. It is used to remind the team member when the task is due. You can enter click the due date to add a due date or time to the task, or enter the due date after the task title (optional.) Learn more about due dates here. Press enter to create the new task. To learn how to create a task in Slack, click here. Assigning Existing Tasks in Workast Assigning tasks is important in Workast because it gives your task an owner, someone that is responsible for the work. When you assign a task to a team member, they are notified that they have a task to do in Workast in the notifications tab (bell on top right hand corner of web app) and through the 'workast' app under \"Apps\" in Slack The above method of creating a task, also showed how to assign the task when the task is created. This method will show how to assign a task to a team member to tasks that already exist. Find the task that you want to update. Under the column which says \"Assignee\" click on the person icon (Unassigned icon) next to the task or the existing assignee if the task is already assigned. Look for the team member you want to assign the task to and select the team member. If their name doesn't appear immediately, start typing it in the dialogue box until it appears. Click on OK. You can also add an assignee in the task details screen by clicking on the task to open it, or in the board view by mousing over the task and clicking on the people icon. Tips: You can search for more users in the space by typing in their name. If a user has not been added to that space yet, you'll be asked to confirm adding them to the space. To delete an assignee - click on the name of the team member. Click on the X to remove them. Setting a due date and time Due dates are important in Workast to ensure that tasks are done in a timely manner. The due date is used to send a reminder to the assigned person that the task is due. Without a due date, tasks can get lost and forgotten about. The above method of creating a task, showed how to set a due date when a task is created. This method will show how to set a due date/time for tasks that already exist. Find the task that you want to update. Under the column which says \"Due Date\" click on date picker icon (Add due date) next to the task. Choose the due date and time. Click on OK. If the task has a due date already and you want to edit it, click on the existing due date to bring up the date picker. For more information about setting due dates, click here. Completing a task in Workast Once the work for a task has been completed, it can be checked off and marked as completed in Workast. To complete a task: Click on the space that contains the task that you want to mark as complete. Navigate to that task, and click the check mark to the left of the task name to mark the task as done. You can mark multiple tasks as complete, one right after the other. The completed task will move to the 'Completed' list in the Space Next up, check out: Quick Guide: Using Workast in Slack ","seo_data":{"meta_title":"How to get started with Workast","meta_description":"Learn how to use Workast - project management application and task management for Slack teams. "},"tags":["common","quick start guide"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":177,"feedback_count":0},{"id":61000276127,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-24T18:24:04Z","category_id":61000063758,"folder_id":61000118777,"title":"Quick Start Guide: Using Workast in Slack","updated_at":"2021-01-04T23:08:34Z","description":"Welcome to Workast! This is a quick guide to show you how to use Workast in Slack.
Before you get started, please ensure the Workast app is installed into your Slack workspace.
To install Workast into your Slack workspace, follow the instructions here.
Please ensure you have access to install apps in your Slack account.
Workast is installed correctly if you see the 'Workast' app under the 'Apps' section in Slack.
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Once Workast is installed into the workspace, all full members of your Slack team can access it.
Team members can be invited to use Workast or they can take action in the app themselves.
Examples of action include (but not limited to):
A 'Space' is the term used to describe your project. A space can be a list of tasks, event, customer, sales pipeline, product roadmap and so on.
A Slack channel can be connected to a Workast Space. There can only be one Space per Slack channel.
To create a Space in a Slack channel, go to the Slack channel and type /todo
You will have two options:
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To create a new Space:
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You have now created your first Space. You can click on the blue link to open the Space in Workast web app (browser). Now that you have a Space, you can start creating tasks in the Space.
When you create tasks in Slack channels, the participants of the Slack channel can access the tasks. This is great for team work, team tasks and team projects.
If you create a task in a private channel, only the participants of that channel will be able to see the tasks.
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There are two other ways to create tasks in Slack:
Click the above links to learn more.
Assigning tasks is important in Workast because it gives your task an owner, someone that is responsible for the work. When you assign a task to a team member, they are notified that they have a task to do in Workast through the 'workast' app under \"Apps\" in Slack.
To assign a task to a team member, tag them in the task when you are creating it.
Example: /todo End of financial year reports @kayMiser Thursday 10am
Click here for detailed information about assigning tasks in Slack.
Due dates are important in Workast because the date is used to send a reminder to the assigned person that the task is due. Without a due date, tasks can get lost and forgotten about.
Due dates can be set when creating a task by typing the date and time during task creation.
Example: /todo End of financial year reports @kayMiser June 28th 10am
Click here for detailed information about setting due dates in Slack.
To see all the tasks in a Slack channel, type /todo list and press enter.
This will bring up all the tasks in the specific Slack channel you are in.
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Once the work has been done on a task, the task can be completed.
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To take more action on a task, type /todo list to bring up the tasks in the channel.
Next to the task, click on the ellipsis (three dots) next to the task. This will show the message menu..
Here are further actions you can take on a task:
Click on the above links to learn more.
Notifications for all tasks that you are following or assigned will be shown from 'workast' in the Apps section in Slack.
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Types of notification include:
You can customize your notifications in Workast by logging into the web application.
Projects in Workast live in a Space. In a Space, you can have 'stages' of a project which are called lists. Projects in Workast can be set up using the web application (browser) in Workast. To open up Workast in a browser, you can:
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Lists can be the stages of a project, the category of work, the status that tasks go through. Click here to learn how to create a list.
Here are some examples of Spaces that have lists:
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Once these lists have been set up in Workast web app, you can create tasks to different lists in Slack using the task composer.
","description_text":" Welcome to Workast! This is a quick guide to show you how to use Workast in Slack. Installing Workast into Slack workspace Before you get started, please ensure the Workast app is installed into your Slack workspace. To install Workast into your Slack workspace, follow the instructions here. Please ensure you have access to install apps in your Slack account. Workast is installed correctly if you see the 'Workast' app under the 'Apps' section in Slack. Who can use Workast? Once Workast is installed into the workspace, all full members of your Slack team can access it. Team members can be invited to use Workast or they can take action in the app themselves. Examples of action include (but not limited to): a team member uses the /todo shortcut to create a task a team member completes a task in Workast a team member clicks on a Workast task and uses Slack single-sign on to login to Workast What is a Space? A 'Space' is the term used to describe your project. A space can be a list of tasks, event, customer, sales pipeline, product roadmap and so on. How to create your first Space A Slack channel can be connected to a Workast Space. There can only be one Space per Slack channel. To create a Space in a Slack channel, go to the Slack channel and type /todo You will have two options: Select a Space: This means you can choose an existing Space to connect the channel to. Here you will see a dropdown of existing Spaces for the account. Create Space: This is where you can create a new Space for the Slack channel. To create a new Space: Click on 'Create Space.' Name your Space. Click on 'Create.' The Space will be created and this message posted in the channel. You have now created your first Space. You can click on the blue link to open the Space in Workast web app (browser). Now that you have a Space, you can start creating tasks in the Space. Privacy of Spaces When you create tasks in Slack channels, the participants of the Slack channel can access the tasks. This is great for team work, team tasks and team projects. If you create a task in a private channel, only the participants of that channel will be able to see the tasks. How to create a task in Slack Now that you have created your first Space, you can now create tasks in that Space. A task is anything that you or a team member needs to take action on. Using /todo to create a task 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 End of Financial Year reports @kay Thursday 10am Press enter to create the task. The task will now be created in the channel, 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.) There are two other ways to create tasks in Slack: Typing /todo and using the Task Composer to create a task. Turning a Slack message into a task. Click the above links to learn more. Assigning Tasks in Slack Assigning tasks is important in Workast because it gives your task an owner, someone that is responsible for the work. When you assign a task to a team member, they are notified that they have a task to do in Workast through the 'workast' app under \"Apps\" in Slack. To assign a task to a team member, tag them in the task when you are creating it. Example: /todo End of financial year reports @kayMiser Thursday 10am Click here for detailed information about assigning tasks in Slack. Due Dates Due dates are important in Workast because the date is used to send a reminder to the assigned person that the task is due. Without a due date, tasks can get lost and forgotten about. Due dates can be set when creating a task by typing the date and time during task creation. Example: /todo End of financial year reports @kayMiser June 28th 10am Click here for detailed information about setting due dates in Slack. How to see all the tasks in a channel in Slack To see all the tasks in a Slack channel, type /todo list and press enter. This will bring up all the tasks in the specific Slack channel you are in. Completing a task in Workast Once the work has been done on a task, the task can be completed. To complete a task in Slack, type /todo list to bring up the tasks in the channel. Locate the task you want to complete, and click on the ellipsis (three dots) next to the task. This is the message menu where you can take further action. Click on the 'Complete' button. More actions in Slack To take more action on a task, type /todo list to bring up the tasks in the channel. Next to the task, click on the ellipsis (three dots) next to the task. This will show the message menu.. Here are further actions you can take on a task: Edit task Assign to me Add comment Remove (delete task) Click on the above links to learn more. Workast Notifications in Slack Notifications for all tasks that you are following or assigned will be shown from 'workast' in the Apps section in Slack. Types of notification include: When you are assigned to a task When a due date is added to a task When a comment is added to a task When a task is completed Daily reminders for all the tasks you follow You can customize your notifications in Workast by logging into the web application. How to set up project stages in Workast Projects in Workast live in a Space. In a Space, you can have 'stages' of a project which are called lists. Projects in Workast can be set up using the web application (browser) in Workast. To open up Workast in a browser, you can: Click on any of the Workast task links in Slack Type /todo list and click on the 'Open in Workast' button Lists can be the stages of a project, the category of work, the status that tasks go through. Click here to learn how to create a list. Here are some examples of Spaces that have lists: Once these lists have been set up in Workast web app, you can create tasks to different lists in Slack using the task composer. ","seo_data":{"meta_title":"Quick Guide: How to use Workast in Slack","meta_description":""},"tags":["quick start guide","slack","workast"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":142,"feedback_count":0}]]}}}