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Once the work has been completed for a task, you can mark the done as completed in Workast so that the followers of the task can be advised you have finished the work required.
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There are multiple ways to view your completed tasks within the Workast web application.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002469013/original/vbm38dHL8vX_9k9f5CUhoJ4kpTaxsevecw.png?1592257167\")
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To learn more about reports, click here.","description_text":" There are multiple ways to view your completed tasks within the Workast web application. Workast - Your completed tasks To get to Workast, click on this link and log in. On the left taskbar, you will see the Completed by me report. Click on that tab to bring up the report. This shows the tasks you have completed across all lists, ordered by completion date. Workast - Completed tasks in a Space To view completed tasks in a Space, click on the completed tab. Tasks completed by be listed there, sorted by completion date. You can also see completed tasks in the completed column in the board view. Scroll to the bottom of the page in the board view, then use the horizontal slider to scroll all the way to the right where you will see the Completed column. Workast - Completed tasks using custom reports Click on the \"Create new report\" in the left taskbar. Click the + next to the \"Pending\" filter and select \"Status\" and then \"Done\" to choose tasks that are completed. Click \"Apply.\" Then, click the X next to pending to remove that filter. Next, click the + next to \"Add filter\" to add additional filters. Don't forget to tick the box next to \"Include subtasks\" if you want to include subtasks. Your search results will automatically populate, and show the task information, including the space, the list, the due date, and the assignee. To learn more about reports, click here.","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":9,"feedback_count":0},{"id":61000165220,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:44Z","category_id":61000063760,"folder_id":61000195723,"title":"How to undo or reopen a task that was marked as completed","updated_at":"2021-01-04T23:08:15Z","description":"To get to Workast, click on this link and login with Slack credentials.
Alternatively, you can click on any of the task links to open the task in the web app.
Once you have logged in, you can find the completed task in multiple ways:
Once you've found the task that you want to undo, click on the green checkmark. Clicking on the green checkmark will undo the task. The task will return to the bottom of its original list.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001281885/original/0g6AuiYo9ABo35RIL5GUdwIBjbkqCoWO4w.gif?1588200705\")
You can also reopen a completed task by clicking on the \"Completed\" button in the task details screen.![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001281895/original/dq888bcUucZW1xIli2i9SR44fwFmhN8I7w.png?1588200796\")
","description_text":" To get to Workast, click on this link and login with Slack credentials. Alternatively, you can click on any of the task links to open the task in the web app. Once you have logged in, you can find the completed task in multiple ways: If it's a task that you recently completed, click on the \"Completed by me\" report on the left-hand taskbar. If it's a task that either you or a teammate completed, open the space that contained the task, then click on the completed tab. You can also search for the task, either using a keyword or advanced search. Click here to learn more about how to use the search function. Once you've found the task that you want to undo, click on the green checkmark. Clicking on the green checkmark will undo the task. The task will return to the bottom of its original list. You can also reopen a completed task by clicking on the \"Completed\" button in the task details screen.","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0}],[{"id":61000130115,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:25Z","category_id":61000063760,"folder_id":61000093550,"title":"Bandwidth and direct downloading","updated_at":"2021-01-04T23:08:19Z","description":"","description_text":" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000130116,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:25Z","category_id":61000063760,"folder_id":61000093550,"title":"Bulk downloading","updated_at":"2021-01-04T23:08:19Z","description":"
","description_text":" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165269,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:57Z","category_id":61000063760,"folder_id":61000093550,"title":"How to set custom task reminders for yourself and your team*","updated_at":"2021-01-04T23:08:18Z","description":"
Are there tasks that you want to be reminded about at specific times? Or do you want to send a reminder out to your entire team about items that need to be followed up on? You can now do so using our reminder function.
*Reports and reminders are part of Workast Premium (paid) features. To learn about our various plans, click here.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007952936/original/VG8LL_yE7jA1y8sKoJJw7Ej51jUtdDwJ0w.png?1607469825\")
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Task dependencies are a way to indicate when one task is dependent upon and waiting on another task, showing the progression and chain of events that needs to occur.
*Task dependencies are a Premium (paid) feature available on the Professional and Enterprise tiers and not available on all plans. Click here to view plan information.
To add a task dependency:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61009125247/original/ydNoTw-lV_C_ppal65UR0sQfeLFmcFxatw.png?1610474797\")
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For information on how to quick search for tasks, click here.
","description_text":" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000130118,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:26Z","category_id":61000063760,"folder_id":61000093551,"title":"Professional plan","updated_at":"2021-01-04T23:08:17Z","description":"
","description_text":" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0}],[{"id":61000165100,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:14Z","category_id":61000063760,"folder_id":61000195856,"title":"People ","updated_at":"2021-01-04T23:07:57Z","description":"
Tasks created in People or in direct messages in Slack are private and not visible in main channels.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002762909/original/_7zkdMp_eGsNA-WJbVWHj1sUnXKMJAx7sg.png?1593111216\")
","description_text":" Spaces with \"People\" are just like a Direct Message in Slack. They are a Space with one other person in your team. They are used when you have work to do with only one other person. Tasks created in People or in direct messages in Slack are private and not visible in main channels. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":10,"feedback_count":0},{"id":61000165160,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:30Z","category_id":61000063760,"folder_id":61000195856,"title":"Removing users from People view in Workast","updated_at":"2021-01-04T23:07:56Z","description":"Users can be removed from the People view in Workast, simply be clicking on the X to the right of their name under the People heading. Please note that this will only remove their name from view - it will not delete any tasks that were created in that People space.![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002763089/original/Q_JldXFpF-_ZuKbdddrVUCprJYY9SynttA.gif?1593111647\")
If you'd like to learn how to remove a user from your entire Workast team so they can no longer user Workast, click here.
","description_text":"Users can be removed from the People view in Workast, simply be clicking on the X to the right of their name under the People heading. Please note that this will only remove their name from view - it will not delete any tasks that were created in that People space. If you'd like to learn how to remove a user from your entire Workast team so they can no longer user Workast, click here. ","seo_data":{"meta_title":"How to remove a user from People view in Workast","meta_description":""},"tags":["workast","people","private spaces"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":5,"feedback_count":0},{"id":61000276229,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-25T19:06:18Z","category_id":61000063760,"folder_id":61000195856,"title":"How to add users to People view in Workast","updated_at":"2021-01-04T23:07:55Z","description":"This will create a direct People space between you and the user if you have not created one before, or bring your People space back into view.
The tasks in People can only be viewed by you and the other person in the Space. It is considered private.
If you want to learn how to add users to a space, click here.yes
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002763148/original/XHGWXy-vmowkJXp1G56C2tEocqY0Rk4SGA.gif?1593111910\")
","description_text":" To add users to your People view, click on the + button next to People. Start typing the name of the person you want to create tasks with Click on 'Create Space' This will create a direct People space between you and the user if you have not created one before, or bring your People space back into view. The tasks in People can only be viewed by you and the other person in the Space. It is considered private. If you want to learn how to add users to a space, click here.yes ","seo_data":{"meta_title":"How to add users to People view in Workast","meta_description":""},"tags":["people","add users","add people","private space"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0}],[{"id":61000165192,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:38Z","category_id":61000063760,"folder_id":61000195724,"title":"How to create a tag ","updated_at":"2021-01-04T23:08:09Z","description":"Tags are a great way to quickly label and identify tasks. Tags are shared by your entire team, and an easy way to share information quickly about a task . Here is how to create a tag:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001179737/original/qU6CuF3VNx1bmu-xi3U5gKkb8ZX_6c5ruQ.png?1587753809\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001179902/original/7EFbjxvxmk0ktWF3SCyDkVO_49LIHRvZAA.png?1587754410\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001181135/original/coT9x_4gtJKpmNFQ7UilaYJKV1BHEVDTsw.png?1587759675\")
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![](\"https://media.screensteps.com/image_assets/assets/001/332/713/original/262c9fe7-f4c9-4201-b3da-8d7457b68883.png\")
For information on how to edit tags, click here.
","description_text":" Tags are a great way to quickly label and identify tasks. Tags are shared by your entire team, and an easy way to share information quickly about a task . Here is how to create a tag: Click on a task to open up the task details panel. Click on the tag icon on the top of the panel. This will open the tag panel in the task. Press the + next to the tag icon. The tags currently in use in the space will appear. Click on \"Show All\" to show all of the tags available in the team. To use an existing tag, select the tag that you want to use. The tag indicator will appear next to the task number, visible even when the task details are minimized. To create a new tag, start typing your tag title, then click +Create tag. The tag creation dialogue will open. Pick your tag color, or pick on the + to customize your color. Click \"Save\" to complete creating your tag. For information on how to edit tags, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":11,"feedback_count":0},{"id":61000165171,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:32Z","category_id":61000063760,"folder_id":61000195724,"title":"How to edit a tag","updated_at":"2021-01-04T23:08:09Z","description":"Tags are a great way to easily label and identify tasks. Although they can be created and tasks can be tagged in Slack, tags can only be edited or deleted in Workast.
Editing a tag![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002184991/original/sjvt6iL_jNZVbvUP1bRkQWjJMFtfxYbJ-A.png?1591308406\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002185006/original/jCiOOuZ3rZXR4klybDzI83znBisI-WM0Ng.gif?1591308607\")
For information on creating and using tags, click here.
","description_text":" Tags are a great way to easily label and identify tasks. Although they can be created and tasks can be tagged in Slack, tags can only be edited or deleted in Workast. Editing a tag In Workast, open task details by clicking on a task with the tag you'd like to edit. Click on the task that you'd like to edit. The tag panel will open. Edit the text as needed. Click To change tag color, click on your preferred color. To customize your color, click on the + symbol. Click \"Save\" to confirm the change. For information on creating and using tags, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":7,"feedback_count":0}],[{"id":61000165103,"type":1,"status":2,"agent_id":61000880169,"created_at":"2020-03-04T01:30:15Z","category_id":61000063760,"folder_id":61000098243,"title":"My Tasks","updated_at":"2021-01-04T23:07:54Z","description":"\"My Tasks\" shows tasks that you either you have created, followed, or been assigned. The view is broken down by Space/People, and is now the opening page of the Workast web application. Your personal Space will be shown first, then the remaining Spaces will be shown in alphabetical order.
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/001/549/806/original/my_tasks_view.png?1525910992\")
The default view for My Tasks is \"All Open Tasks,\" with the option to change the view to tasks due today (or overdue), tasks assigned to you, or tasks completed.
To change the view, either select the banner at the top of the page, or use the hamburger under the Tasks Completed banner.
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/001/549/828/original/my_tasks_opt_2.gif?1525911652\")
You can also filter Tasks Due Today to show only the tasks that you are assigned by moving the \"Show only tasks assigned to me\" button to the right.
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/001/549/831/original/assigned_me_opt.gif?1525911911\")
Review all your tasks in an easy to read calendar with view of month, week or day. Easily see when a task is due and plan accordingly! The calendar includes links to each task, and the ability to complete tasks in all views.
It is located on the left hand side menu, at the very top of the side bar. The Calendar collates all the tasks you are following from all the Spaces that you have access to.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002924183/original/xO1AuXs_HBKPA-zmR0DvKqvPpR8PF1aClQ.png?1593637722\")
Navigating the Calendar views
The Calendar has 3 views:![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002924160/original/n0qEZ0PKJZCVKRK4RjX306MJHifmdtqpEA.gif?1593637645\")
Managing Tasks from the Calendar Tasks can be managed from the calendar view.
Click on any task to open it. You can complete the task, add subtasks, edit the task and due dates.
To edit the due date for the task, you can drag and drop the task to a different day on the calendar.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002924516/original/q1lrmi4L7N_BE1DSQhqeJ-5xjrspdWekAA.gif?1593639318\")
","description_text":"The Calendar shows all the tasks you are following, that has a due date. Review all your tasks in an easy to read calendar with view of month, week or day. Easily see when a task is due and plan accordingly! The calendar includes links to each task, and the ability to complete tasks in all views. It is located on the left hand side menu, at the very top of the side bar. The Calendar collates all the tasks you are following from all the Spaces that you have access to. Navigating the Calendar views The Calendar has 3 views: Month Week Day Use the buttons on the top right hand corner to switch between the different views. The arrows on the left hand side helps you switch to different days and weeks. Completed tasks are indicated by a green check box next to the task. Open tasks show the person that is assigned the task, or the task on its own without a green check box. Managing Tasks from the Calendar Tasks can be managed from the calendar view. Click on any task to open it. You can complete the task, add subtasks, edit the task and due dates. To edit the due date for the task, you can drag and drop the task to a different day on the calendar. ","seo_data":{"meta_title":"Calendar View of All Tasks in Workast","meta_description":"Use the Calendar view in Workast to see all the tasks you follow with a due date so you can plan your work"},"tags":["calendar"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165208,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:42Z","category_id":61000063760,"folder_id":61000098243,"title":"Using the Board View","updated_at":"2021-01-07T23:30:01Z","description":"To open the board view of a space:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002916469/original/6ULpPOy1QgefL0gyZ-dzaKE1aRwu_aQR9Q.png?1593616867\")
Spaces now have a board view to enable you to organize your work visually, allowing an easy option to see how close to completion a task is, or wherein a project a to-do falls. Your spaces haven't changed, but the lists can now be viewed as columns in the board view. Here's an overview of how the board view works:
To add and tasks:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002918234/original/yQpSKjgKl1CQ20C85FqFUnIM6-uMBOsHSg.gif?1593620862\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002918455/original/0VI2ZpmJqymavZEjKTkeruE-Q8tWubPq4w.gif?1593621499\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002920763/original/4XlNFMMcBMVbhuHiXdLY3lo4OZtCOT5clw.gif?1593627327\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002922379/original/qjqKPVmHVkJH8aZY0CYMxdTwZuI6yhCOMw.gif?1593631856\")
You can also mouse over a task and click on the ellipses (three dots) for options to:
To move tasks in the board view:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002924182/original/StdoEin1lkAfyuB022rT2NK31rijsO_08w.gif?1593637721\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002924091/original/eYlzTRZmELpUQOQf8L8owPVVMgx0tNMaiw.gif?1593637340\")
To change the order of columns:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002924230/original/YQPdF713ebonfuiBjIFRItR9xM7lQET4eg.png?1593637911\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002924353/original/iw5gt_9gNZCyCoRA0MVTr2Z8wK1IqBeYVA.gif?1593638429\")
To create a new column:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002926018/original/ieKxuk8NpYN9ylQs0uKEiikzEwwKqkppgg.gif?1593646996\")
To learn how to delete columns, click here. To learn how to edit lists, click here.
This article covers the ways to assign a task to a team member or yourself in the Workast web app. If you'd like to learn how to assign a task in Slack, click here.
You can assign a task when you are creating a new task in Workast by clicking on the people icon, or by pressing tab. Either will bring up the assignee menu.
From here you can choose a team member or yourself from the list or use the search to find the team member.
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The team member that you assign the task to, will receive a direct message from Workast to advise them that they have been assigned a task
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001784194/original/68PUKXug5w2Hqa4JFzoROrJ437sPcK2AGQ.png?1589910464\")
To assign an existing task to a team member or yourself, click on the people icon or existing assignee(s) to open the assignee. You can do so either in the task details screen after clicking on a task title, or by using the icons in the list and board views without opening the task details.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007197718/original/SAOutoQc49HxBjtLsCTcoT0y-aTuQgWkIQ.gif?1605745353\")
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In the Workast web app, your taskbar on the left side of the screen has some automatically populated saved searches.
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Clicking on the \"Assigned to me\" tab will open the saved search, showing all tasks, including subtasks, that are assigned to you.![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002799959/original/5A3UuREQ7rUQdeJ7ArFnVxseqHX6OmCIEQ.png?1593218814\")
The saved searches are automatically updated with all tasks with the set filters, so you'll always have up to date information. You can filter the results by space (ascending or descending) or by the due date by clicking on the column headings. To learn more about saved searches, click here.
","description_text":" In the Workast web app, your taskbar on the left side of the screen has some automatically populated saved searches. Clicking on the \"Assigned to me\" tab will open the saved search, showing all tasks, including subtasks, that are assigned to you.The saved searches are automatically updated with all tasks with the set filters, so you'll always have up to date information. You can filter the results by space (ascending or descending) or by the due date by clicking on the column headings. To learn more about saved searches, click here. ","seo_data":{"meta_title":"How to see all the tasks assigned to you","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165216,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:44Z","category_id":61000063760,"folder_id":61000195204,"title":"How to follow and unfollow a task","updated_at":"2021-01-04T23:08:10Z","description":"Some tasks need to be completed by only one or two people but involve several others. You can collaborate and keep up to date on tasks that you neither created nor are assigned to by being a follower. Followers get notifications on task updates and comments in Slack, and their comments are added to the task history.
Assigning yourself as a follower
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001276802/original/8Tj9UhzM80WLrANO75iCYfbmbkg3W2MftQ.png?1588179886\")
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To edit a list/column name:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002893674/original/U3yLFKKiGMN5e2AzfKhktJD1aOfZYDdvaQ.gif?1593557655\")
To move a list or column to a different position within the space:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002894238/original/seOFciYY8555Lj01V5qkstGO860_vZ5cgw.png?1593559789\")
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To learn how to delete a list, or set a list as default, click here
To learn how to move tasks, click here.
","description_text":" Editing a list/column name To edit a list/column name: You must be in the list view of the space. Click on the three vertical dots on the right side of space, parallel to the list name. Select \"Edit name.\" Your cursor will move to the list name, which you can now edit. Make any necessary changes, and hit enter to save the new list name. Moving lists and columns To move a list or column to a different position within the space: Open the space in the web app. You can be in either the list or the board view. In the left-hand taskbar under the space name, you'll see the list/column names. In the diagram below, \"Accounting\" is the space name, and \"Last Quarter,\" \"Current Quarter,\" \"On Hold\" and \"Next Quarter\" are the list/columns. To move a list/column, click on the three lines next to its name. (You must click on the lines, clicking on the list name will not work.) Drag and drop the list to the desired position. Please note that lists can only be moved within the same space. You can also move a list up or down within the space by clicking on the three vertical dots to the right of the list name in the list view and then selecting \"Move up\" or \"Move down.\" To learn how to delete a list, or set a list as default, click here To learn how to move tasks, click here. ","seo_data":{"meta_title":"How to edit and move lists and columns","meta_description":""},"tags":["list","column","move"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":9,"feedback_count":0},{"id":61000165176,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:34Z","category_id":61000063760,"folder_id":61000195854,"title":"How to set or change the default list","updated_at":"2021-01-04T23:07:59Z","description":"The default list/column in your space is the list in which your created tasks are assigned automatically when created via Slack or email unless you place them elsewhere. Unless the space is created with a template, the first default list in a space the \"Open Tasks\" list. The default list is indicated by the white pin to the right of the list name. Default lists cannot be deleted, so if you want to delete a list, you'll need to set a different list as the default list first.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001310059/original/e5ZBoPhLetGSvfj4cUWb_OxGxWVLZxeTpg.png?1588288913\")
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To learn how to create lists, click here. To learn how to edit or move lists, click here.
To learn how to delete lists, click here.
","description_text":" The default list/column in your space is the list in which your created tasks are assigned automatically when created via Slack or email unless you place them elsewhere. Unless the space is created with a template, the first default list in a space the \"Open Tasks\" list. The default list is indicated by the white pin to the right of the list name. Default lists cannot be deleted, so if you want to delete a list, you'll need to set a different list as the default list first. To set a list as default Click on the three vertical dots to the right of the list name Select \"Make default.\" The pin icon will be moved, indicating the default list has changed. To learn how to create lists, click here. To learn how to edit or move lists, click here. To learn how to delete lists, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":9,"feedback_count":0},{"id":61000165140,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:24Z","category_id":61000063760,"folder_id":61000195854,"title":"How to delete a list or column ","updated_at":"2021-01-04T23:07:59Z","description":"Deleting a list or column must be done from the lists view in the Workast web app. Please note that any tasks that in the list that you delete will also be deleted and cannot be recovered. To avoid deleting those tasks, you'll need to move them to another list or space. For information on moving tasks, click here.
To delete a list:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61000622714/original/vaLDvZIwRBGRi18oYyT9EEUKpiBJp040CA.gif?1585330147\")
If the list that you want to delete is currently set as the default list (has the pin icon next to it,) you will need to designate a new default list before you can delete that list.
To set a list as default:
A list can reflect the status of a task such as:
A list can also be specific to the team or project such as:
To create a list in a Space, follow the instructions below
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001679887/original/BGjdIgUsRl42xSTzQd9NiRC2plVjka3SdQ.gif?1589485325\")
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To learn how to edit or move a list, click here.
To learn how to delete a list, or set a list as default, click here.
","description_text":"Lists and columns are used to create sections in a Space. They are one and the same, just a different view. A list becomes a column in the board view. A list can reflect the status of a task such as: High Priority In Progress Blocked A list can also be specific to the team or project such as: New Lead Contacted Won Lost To create a new list To create a list in a Space, follow the instructions below In Workast, select the space where you want to create the list Scroll to the bottom of the list, where you will see an option to create a list Type the name of your new list, then hit enter to finish To create a new column In the board view, scroll to the right until you come to the last column. You will need to scroll down to the bottom of your page to see the horizontal scroll bar. In the top right-hand corner of your board, to the right of the completed column, you will see \"Create a new list.\" Type your new list/column name there, and hit enter to save and create your column. To learn how to edit or move a list, click here. To learn how to delete a list, or set a list as default, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":26,"feedback_count":0}],[{"id":61000165143,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:25Z","category_id":61000063760,"folder_id":61000195203,"title":"How to set a due date on a task ","updated_at":"2021-01-04T23:08:14Z","description":"Setting a due date during task creation:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002793691/original/VdnppIOs8gL3zu2cYexp2Aqqv2pIo7w-Uw.png?1593190731\")
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To learn how to bypass the automatic due date during task creation, click here.
Setting or editing a due date after task creation:
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To learn how to create a task with a start and stop time, click here.To learn how to create repeating tasks, click here. ","description_text":" You can create tasks and include due dates during task creation, as well as edit existing tasks to update the due date. This article will show you how to set dates on tasks in the Workast web app. Setting a due date during task creation: Click on \"Create a new task.\" Type your task title, then click on the calendar icon to open the date panel. Click on the date. This will open a small calendar. You can either use the calendar to select your due date, clicking on the date and using the arrows to scroll back and forth between months, or just type over the date entry. To add a due time, click on the \"Select time\" field. Type in the due time. Hit enter. Click \"Save\" to complete your date choice. If you would like to add an assignee at the same time, click on the people icon. Otherwise, click on the task name and then hit enter to save the task. You can also set a due date during task creation by typing the due date in the task title. Type your task title, then add the due date (and time if applicable) then hit enter to create the task. For example, if you wanted a task due on Monday, October 19th at 3:00pm, you could type \"Mon 3pm\" after the task title, or \"Oct 19 15:00\" or \"10/19 3pm.\" Workast will understand the same natural language formats for time that Slack understands. To learn how to bypass the automatic due date during task creation, click here. Setting or editing a due date after task creation: Click on the calendar icon or existing due date to open the date panel. You can do so either in the task details screen after opening on a task title, or by using the icons in the list and board views without opening the task details. Click on the date. This will open a small calendar. You can either use the calendar to select your due date, clicking on the date and using the arrows to scroll back and forth between months, or just type over the date entry. To add a due time, click on the \"Select time\" field. Type in the due time, then click enter. Click \"Save\" to complete your date choice. If you want to remove the due date, mouse over the due date and click on the X that appears, then click \"Save.\" To learn how to create a task with a start and stop time, click here.To learn how to create repeating tasks, click here. ","seo_data":{"meta_title":"How to set a due date on a task","meta_description":""},"tags":["due date","due time"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":17,"feedback_count":0},{"id":61000165087,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:11Z","category_id":61000063760,"folder_id":61000195203,"title":"How to delete or remove a due date from a task","updated_at":"2021-01-04T23:08:14Z","description":"To remove a due date from a task in the Workast web app:![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001024924/original/HNSxB74k7R719axQyxoiYcSbU_zp_qCFHg.png?1587167505\")
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Quick tip - you can edit or delete the due date either from the list view or from the task details screen.To learn about adding and editing due dates to tasks, click here. To learn how to add or edit a due date in Slack, click here.
","description_text":"To remove a due date from a task in the Workast web app: Click on the due date of the task. This will open the due date dialogue. Move your cursor to the calendar next to the current due date of the task. The calendar will change to an X when you mouseover it. Click on the X to delete the due date. Click \"Save\" to confirm the change. Quick tip - you can edit or delete the due date either from the list view or from the task details screen. To learn about adding and editing due dates to tasks, click here. To learn how to add or edit a due date in Slack, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":["date","due","delete","remove"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000165205,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:41Z","category_id":61000063760,"folder_id":61000195203,"title":"How to create or edit repeating or recurring tasks","updated_at":"2021-01-04T23:08:13Z","description":"With Workast, you have the option to create tasks that repeat on a regular basis. The repeat options are customizable by days, weeks, and months, so whether it's a task that happens every day, every 2nd Tuesday, or once every 4 months, the repeating task options can work for you!
To add a repeating option to a task:![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002116563/original/0JO8OuAjiYQ0Z5CYrBIqNvrImr3JTzbDPg.png?1591125320\")
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To remove the repeating option, click on the due date to bring up the calendar options, and change the repeat setting to \"Never.\"
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002118635/original/iWrfyFIPl8aQhJx5OFz5hMdbQiLOdhdtFA.png?1591131612\")
Sometimes, there's a set time period in which work needs to be completed. Tasks are also great when used for meetings or events, especially when used with our calendar integration. Here's a quick guide on creating tasks or events with a start time, as well as a due/end time:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002798533/original/no7Cfs1EhCwU2QXZA7HZAg-JzNVcWajr0w.gif?1593207871\")
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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/61002295300/original/zZK8t0lPm-OTk-5GgjsL4NWvbsIiR388eg.png?1591722749\")
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To learn more about creating projects in Workast, click here.
","description_text":" Workast is the ideal place to plan, deploy, and complete a project or an event. You can create a space for the project, create lists, add team members, and assign tasks all within the Workast web app. Creating a Space To create a space in the Workast web app: Click on + next to \"Spaces\" in your left-hand taskbar A Space creation dialogue will open. Name your space. Invite users to your space if desired - type in the names of the users that you would like to invite, and click on the populated result. Select who can join the space. The default selection is \"Anyone on the team\" which makes it a public space. To change the space to private, click the button next to \"Only those invited can join the space. Choose what apps you'd like to connect to the space by clicking on the arrow next to \"Apps and Integrations\" and then selecting \"Add\" next to the integrations you'd like to add. Click the green \"Create\" button to finish completing the space. To learn how to create a space from a private Slack channel, click here. To learn more about creating projects in Workast, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":2,"thumbs_down":0,"hits":86,"feedback_count":0},{"id":61000165149,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:26Z","category_id":61000063760,"folder_id":61000093549,"title":"How to create a private space - by invite only","updated_at":"2021-01-04T23:08:07Z","description":"When creating a Space, you have the option to decide who can join this space. There are two options of who can join a Space:
- Anyone in the team OR
- By invite only
This article will show how to create a Space which can only be accessed \"by invite only\"
2. Click on the + shortcut button at the bottom of the Workast screen
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/002/233/004/original/550daf21-2f58-4694-83b6-1a5f7372a43a.png?1549390479\")
3. \"Browse spaces\" screen, click on the green button \"Create Space\"
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/002/233/006/original/1d5b4b18-42a8-4249-a174-ea6cacf5bed7.png?1549390481\")
4. In the \"Create a Space\" screen, next to the question \"Who can join this space\" choose \"By invite only\".
Enter the name of the Space
Click on Create
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/002/233/008/original/be69d0d1-9d4e-4aeb-8fc2-8ddd3897eec0.png?1549390483\")
This will create the Space with only you as a participant.
To add new participants to the space, you can follow these directions.
","description_text":" When creating a Space, you have the option to decide who can join this space. There are two options of who can join a Space: - Anyone in the team OR - By invite only This article will show how to create a Space which can only be accessed \"by invite only\" 1. Login to Workast 2. Click on the + shortcut button at the bottom of the Workast screen 3. \"Browse spaces\" screen, click on the green button \"Create Space\" 4. In the \"Create a Space\" screen, next to the question \"Who can join this space\" choose \"By invite only\". Enter the name of the Space Click on Create This will create the Space with only you as a participant. To add new participants to the space, you can follow these directions. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":7,"feedback_count":0},{"id":61000165194,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:38Z","category_id":61000063760,"folder_id":61000093549,"title":"How to join a space","updated_at":"2021-01-04T23:08:07Z","description":"Like in Slack, members can join all public spaces in your team's Workast. Private spaces are locked, and available by invitation only.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002493178/original/aaNeDD_z14uJqqqV02c1qELAES5H6QNCqA.png?1592322706\")
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To edit the name of a space:
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/002/122/034/original/ea7435e5-abbf-467d-980e-5ee18f5c6138.gif?1544664973\")
","description_text":" To edit the name of a space: Open the space in the Workast web application Using your mouse, click anywherre on the space name - a cursor will appear which will allow you to edit the title. Hit enter to confirm the change. A confirmation pop-up will appear in the bottom left-hand corner of the screen to confirm the name change. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0},{"id":61000165161,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:30Z","category_id":61000063760,"folder_id":61000093549,"title":"How to change the order of tasks in a Space","updated_at":"2021-01-04T23:08:05Z","description":"![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002884625/original/-r5bcfYpMSh_HZP1px7eXZrCUzGJZKZuIg.gif?1593531641\"){kind=spacer}
If you want to learn how to move a task to a different space, click here.
","description_text":" Login to Workast. On the left-hand side, click on the space where the task is located under Spaces Hover over the task you want to move. Click the mouse and move the task to its new position. You can move the task either within the current list in the space, or drag and drop it to a different list. This can be done multiple times and in either the list view or the board view. If you want to learn how to move a task to a different space, click here. ","seo_data":{"meta_title":"How to change the order of tasks in a space","meta_description":""},"tags":["move tasks"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165198,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:39Z","category_id":61000063760,"folder_id":61000093549,"title":"How to filter tasks on a to-do list","updated_at":"2021-01-04T23:08:05Z","description":"The \"My Tasks\" filter shows the tasks that are assigned to you.
These tasks can include tasks that are assigned to you, and another team member.
To activate this filter, click on the button which says \"MY TASKS\". The grey box around this button will indicate that this filter is ON.
To deactivate this filter, click on the button again. This will show all the tasks in the to-do list.
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/772/718/original/47662058-5c09-4adc-b767-1377984ffcfb.gif?1499813606\")
The \"Priority\" view of the list is the default view of the to-do list.
When the \"Priority\" view is on, you can drag and drop the tasks in the list to re-order the tasks by priority.
If any other filter is chosen, the drag and drop filter is not available.
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/772/716/original/ff722591-7073-45a1-9328-37d68bcc0533.png?1499813603\")
To filter the list by due date, click on the button which says \"PRIORITY\". This will show two other filter options.
Cllck on \"Due Date\"
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/772/713/original/8d052633-27ec-4c76-ad43-3d57da434809.gif?1499813600\")
The tasks in the specific list will be filtered by the due date on the tasks.
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/772/714/original/40b6db7f-4e20-4f57-b936-8ead8ca0767a.png?1499813601\")
To change the filter back to \"PRIORITY\" click on the \"DUE DATE\" filter, and choose \"Priority\". This will change the list back to the original view.
NOTE: When the list is filtered by due date, you cannot change the order of the tasks in the list.
The \"Assigned\" filter shows the tasks assigned to the different team members. The tasks are separated by each assignee.
To change the filter to \"Assigned\" click on the \"PRIORITY\" button and choose \"Assigned\".
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/772/712/original/5b59d4ab-d37a-409f-a512-c5bcb4eecf8a.gif?1499813599\")
You will see the tasks filtered by assignee.
To change the filter back to \"Priority\" click on the button \"Assigned\" and then choose \"Priority\". This will change the view back to the original view.
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/000/772/719/original/40c93cdb-e440-43ac-97ac-10a2e81cbdab.png?1499813608\")
","description_text":" Login to Workast using Slack credentials On the left hand side under My Lists, click on the to-do list you want to filter My Tasks The \"My Tasks\" filter shows the tasks that are assigned to you. These tasks can include tasks that are assigned to you, and another team member. To activate this filter, click on the button which says \"MY TASKS\". The grey box around this button will indicate that this filter is ON. To deactivate this filter, click on the button again. This will show all the tasks in the to-do list. Priority The \"Priority\" view of the list is the default view of the to-do list. When the \"Priority\" view is on, you can drag and drop the tasks in the list to re-order the tasks by priority. If any other filter is chosen, the drag and drop filter is not available. Due Date To filter the list by due date, click on the button which says \"PRIORITY\". This will show two other filter options. Cllck on \"Due Date\" The tasks in the specific list will be filtered by the due date on the tasks. To change the filter back to \"PRIORITY\" click on the \"DUE DATE\" filter, and choose \"Priority\". This will change the list back to the original view. NOTE: When the list is filtered by due date, you cannot change the order of the tasks in the list. Assigned The \"Assigned\" filter shows the tasks assigned to the different team members. The tasks are separated by each assignee. To change the filter to \"Assigned\" click on the \"PRIORITY\" button and choose \"Assigned\". You will see the tasks filtered by assignee. To change the filter back to \"Priority\" click on the button \"Assigned\" and then choose \"Priority\". This will change the view back to the original view. ","seo_data":{"meta_title":"How to filter tasks in a space","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":1,"hits":2,"feedback_count":0},{"id":61000165166,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:31Z","category_id":61000063760,"folder_id":61000093549,"title":"Adding participants to a space ","updated_at":"2021-01-04T23:08:04Z","description":"You can view the participants in a space by clicking on the participant button (people icon) in the space in Workast. This will show you who currently has access to the space. Adding participants to a space in Workast![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002302159/original/EVDBvlm9zCb3UBK9rO8HQjNj6kuVZOV8Ow.png?1591746497\")
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![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002302320/original/OWSXFWiOyuwvmo_0pZIoMbBvv9bRPW_ApA.gif?1591747311\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002299271/original/fW75aB1tO4Cz2hdLtEakpzJcEYPP3NzWtQ.png?1591733493\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002299405/original/RU-Y5V8ZNzm9GRe8gJ0uS4ddyEUyErqrzg.png?1591733918\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002299596/original/Y4FnyDc1me9xK05VWW6yDteLHJXpXM7hWQ.gif?1591734424\")
Please note that all members on your team are able to access public spaces, while private spaces are invitation only. To learn how to change the privacy setting of a space, click here.
Removing a user from a Workast space will not remove the user from the connected Slack channel (if applicable) - Learn more
","description_text":"To remove a team member from a space: Click on the participant button (people icon.) This will open the participants' list. Mouse over the user that you'd like to remove and click the X to the right of their name. A confirmation dialogue will appear, click \"Yes\" to confirm. Please note that all members on your team are able to access public spaces, while private spaces are invitation only. To learn how to change the privacy setting of a space, click here. Removing a user from a Workast space will not remove the user from the connected Slack channel (if applicable) - Learn more ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165197,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:39Z","category_id":61000063760,"folder_id":61000093549,"title":"How to Archive or Delete a Space from View","updated_at":"2021-01-04T23:08:03Z","description":"When a space is no longer being used, or relevant, it can be archived. This will move it out of the list of active spaces, but keep it available, so you can reference the tasks if needed. (Spaces are always archived and not deleted.)
Please note - if the space you want to archive is connected to a Slack channel, you will need to disconnect the space from Slack before you archive it. You can learn how to do so here.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002860447/original/JntbST_oBkyRhZedZC0fBJ-7Rp9B6K4J3w.png?1593478168\")
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","description_text":" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000130113,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:24Z","category_id":61000063760,"folder_id":61000093549,"title":"Restoring files that have been moved to trash","updated_at":"2021-01-04T23:08:01Z","description":"
","description_text":" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165240,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:49Z","category_id":61000063760,"folder_id":61000093549,"title":"How to create and use templates","updated_at":"2021-01-04T23:08:01Z","description":"Task templates* can be created to easily replicate common tasks for your workspace. Save time and energy by setting up easy to use templates.*Please note: Templates, along with some other features mentioned in this article, require a Workast Premium (paid) subscription and may not be available with all plans. For information on our plans, click here.
To create a template:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002858508/original/sxmFEXLQYG5nmwmbhAJ81wPBTUWNK51FOw.png?1593467282\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002859755/original/I1ArF3uXjmZeecxKw0C6N-RElp-Bd2xh4w.png?1593473842\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002859720/original/Pf4zT1nXT3sZEX-q5xGPKDiUcIq4yVzU-g.png?1593473682\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002859795/original/LNaeCP0nQo8TATFUJptt-nf6dVWxw6rwHQ.gif?1593473989\")
Once your template has been created:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002860245/original/nAIqV09xsQBD6wPIHuyGJYZ6lVQvOepS6g.png?1593476847\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002860285/original/CEyjH9Y3oNttQXLi4N8E6iJNz2y5crWl9w.png?1593477029\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002860319/original/6WF_reKUwgNmy6JW7yanAQqY84Daxr1YHQ.gif?1593477335\")
","description_text":"Task templates* can be created to easily replicate common tasks for your workspace. Save time and energy by setting up easy to use templates.*Please note: Templates, along with some other features mentioned in this article, require a Workast Premium (paid) subscription and may not be available with all plans. For information on our plans, click here. Template creation To create a template: Click on +New in the top right-hand corner, then select \"Templates.\" The template creation dialogue will open. Name your template, add a description if you'd like, then click \"Save template.\" Click \"Create\" to create the template, and proceed to the template details screen. Once you are in the template detail screen, the default list name will be \"Open Tasks\" just like in other spaces. When you import the template into a space, these tasks will merge into your same \"Open Tasks\" list unless you change the list name. You can click on the list name to edit it. You can then add tasks and subtasks*, and include assignees, attachments, followers, tags* and descriptions just as you would with a standard task. You can also add multiple lists to the template. Please note that at this time, you cannot add due dates to templates. (For more information on standard task creation, click here.) Assignees will not receive notifications about tasks until they are imported into a space, so you can work within the template without sending out notifications to your team. Adding a template to a space Once your template has been created: Open the space where you'd like to import the template. Click on the space settings icon (the gear) and select \"Import template.\" Scroll down until you find the template that you'd like to import, then click on it. Select \"Import\" to complete importing the template into your space. The template will then be imported into the space. Assignees will receive notifications of assigned tasks, and reminders will be sent as usual. ","seo_data":{"meta_title":"How to create Templates in Workast","meta_description":""},"tags":["template"],"attachments":[],"cloud_files":[],"thumbs_up":4,"thumbs_down":0,"hits":31,"feedback_count":0},{"id":61000273674,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-06-01T23:50:10Z","category_id":61000063760,"folder_id":61000093549,"title":"How to change the privacy settings of a space","updated_at":"2021-01-04T23:08:00Z","description":"Spaces have two privacy settings:
The icon next to the space name will indicate whether it's public (people icon) or private (lock icon.)
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002087642/original/DBOrwTrWFmgr6mN2Z2bEOUneI7pb38gcjg.png?1591055191\")
To change the privacy settings:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002087595/original/PpsBRBIl6nyt4B8H0AAc5cvARVBYqJEr1Q.png?1591054638\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002087666/original/1rbxJisA7VK-jP3obWm8UGWkdPEaBgSifQ.png?1591055339\")
Reports are now known as \"saved searches.\" You can now search using a keyword and/or filters - including tags - plus have ability to save and download searches.
![](\"https://media.screensteps.com/image_assets/assets/001/468/185/original/b71756e2-2e46-43d6-a7a0-b15dfaa14841.gif\")
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To export your search results, click the download button after you have performed your search. This will allow you to save your search results as a CSV file on your device. You can then import the task information into Excel or another spreadsheet program.
Exporting search results is a feature of Premium (paid) Workast teams.
![](\"https://media.screensteps.com/image_assets/assets/001/996/562/original/75a8f339-b5fa-4541-8e8b-b48b193dd160.png\")
For more detailed information on searches, click here
Advanced search is a way to help you quickly and easily find the tasks that meet 2 or more criteria. There are multiple parameters that can be used:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007950266/original/0qrGX6sHpiWGvgc33u32du3k5SDxzOzzqw.png?1607462542\")
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![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007950578/original/OUFN1NvStz-y8X3jLes6A6c5kPldeXIhtQ.png?1607463307\")
A couple of things to note about filters:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002854951/original/USfuM7y9-8F-o7N9GCY-7dW9xCSf0B-Lfg.png?1593456091\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007951067/original/QXjpSoyrIoctAYpZZzVTEdMYLZ9yTNshhw.png?1607464268\")
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![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002855342/original/W2vm70yoHl75hMmufXK_uYWa01aSnKVvDQ.png?1593457226\")
Sorting your search results
To sort your search results by space, assignee, or due date, click on that column heading once or twice to sort the results in ascending or descending order. For example, if you want to sort the results by the soonest due date, click on the due date column heading twice.
Saving your report*![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007950800/original/nkwoo9CNYBp11rNrByWYNAVRWlVRlfKwQg.gif?1607463701\")
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Sharing your report*
To share your search with a member of your team:![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007951196/original/Iait9B0pmYFDD3V1i-biQzu-DCOyT-ZJRA.png?1607464494\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007951150/original/4J6IXsvRMDkhV0nPmgsHWXhguOhfyAT04g.png?1607464436\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61007951605/original/GY0ScQG-47Wq27mt-0ZutnbMiM1xyyMtTQ.gif?1607465463\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005812211/original/gfbS68FoO4GWLNTOMrJQhbdHFWflIOXcCQ.png?1602193371\")
Downloading your saved report*
You can download your saved report as a CSV file by clicking on the download button. Your file will either save automatically, or you will get a dialogue, asking you to either open or save the file, depending on your personal browser settings.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61008042143/original/HzF6pd5B9vqDZfK1ylDUABwP2-wovai2jQ.png?1607622941\")
To learn how to send custom task reminders, click here.
*Note - certain features and filters are are only available with certain plans, and plan limitations may limit your search results. Click here to learn about our plans.
","description_text":" Advanced search is a way to help you quickly and easily find the tasks that meet 2 or more criteria. There are multiple parameters that can be used: Task status (pending, done, any, removed) - pending (open) is a default parameter Assigned to Created by Created (on)** Due** Space List Tag* Completed by Completed (on)** Follower Summary (the task title - you'll need to enter a keyword) *Note - certain features and filters are are only available with certain plans, and plan limitations may limit your search results. Click here to learn about our plans.** The date filters will act as if they have a timestamp of 11:59 pm that day. For example, if you choose to filter tasks due before June 30, the filter will show all tasks due before 11:59 pm on June 30th. How to perform an advanced search Click on the plus symbol (+) next to Reports on the left-hand taskbar. This will open the search screen. The default parameter (or filter) of pending will be set for you. Click the + button next to \"Add filter\" and select your second search parameter. Once your second parameter has been set, you'll need to choose from a positive result from that filter \"Is,\" a negative result \"Is not,\" or empty \"Is unknown.\" For example, if you're filtering by assignee, \"Is Barb\" will show tasks assigned to Barb, \"Is not Barb\" will show tasks assigned to everyone but Barb, and \"Is unknown\" will show the tasks that aren't assigned to anyone. Click \"Apply\" to apply the filter. Once you've selected an additional filter, your search results will begin to populate, showing the task information including the space, the list, the due date, and the assignee. To include subtasks* in your results, check the box next to \"Include Subtasks.\" You can select additional parameters to further refine your results. Your search results will automatically populate, and show the task information, including the space, the list, the due date, and the assignee. A couple of things to note about filters: If you'd like to set a filter to be \"this or that\" click on the + within the filter, and choose additional options. For example, if I wanted to search for tasks assigned to either Barb or Alvaro, my filter would look like this: Once your results populate, you can click on the headings \"Space,\" \"Assignee\" and \"Due date\" to sort the results. To refresh your search results, click on the refresh icon in the top right-hand corner. To delete a filter, click on the X next to it. Values in the search filters must be 1 or greater. A zero in the filter will not populate results. Sorting your search results To sort your search results by space, assignee, or due date, click on that column heading once or twice to sort the results in ascending or descending order. For example, if you want to sort the results by the soonest due date, click on the due date column heading twice. Saving your report* To save your search, click on \"New Report\" at the top of the page and rename your search. Next, click on the \"Save report\" button in the top right-hand corner. Once your report is saved, there will be a shortcut to it in your taskbar. Reports are automatically updated with tasks that meet the search parameters, so they are always up to date. A Workast Premium (paid) subscription is required to save your reports Click here to learn about our plans. Sharing your report* To share your search with a member of your team: Click on the share button (people icon) on the top of the search page. This will open a dialogue box. Type your team member's name to search for them. When the username appears, click on it to add the user. Search for more users, or click outside the box if you are done. Select \"Share report\" to share a copy of your search with your team member. Your team member will receive a read-only copy of your report. The copy will include the name of the user that created the search As a reminder, your team member will only see tasks in spaces in which they are a member. To learn how to add a participant to a space, click here. If the recipient of the shared search wants to make changes to the search, they can select \"Save a copy\" and then adjust the report as needed. This will not impact the original report. Downloading your saved report* You can download your saved report as a CSV file by clicking on the download button. Your file will either save automatically, or you will get a dialogue, asking you to either open or save the file, depending on your personal browser settings. To learn how to do a quick (keyword) search, click here. To learn how to send custom task reminders, click here. *Note - certain features and filters are are only available with certain plans, and plan limitations may limit your search results. Click here to learn about our plans. ","seo_data":{"meta_title":"Advanced searches ","meta_description":""},"tags":["search","reports","saved search","filter"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":36,"feedback_count":0},{"id":61000165222,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:45Z","category_id":61000063760,"folder_id":61000098258,"title":"How to download saved searches (reports) as a CSV file","updated_at":"2021-01-04T23:07:51Z","description":"Using our saved search function, you can export task information from spaces in which you are a member. Only Premium (paid) teams can export task information as a CSV file. All teams (free and Premium) can export tasks as JSON files, you can learn how to do so here.
To download your saved search (report):
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002857095/original/ZGhNfxmnJH85mxlQnG4JWEjB6r5FzB50-Q.png?1593462571\")
To learn how to export the tasks that you've created, including removed tasks, comments, and attachments, click here.
","description_text":" Using our saved search function, you can export task information from spaces in which you are a member. Only Premium (paid) teams can export task information as a CSV file. All teams (free and Premium) can export tasks as JSON files, you can learn how to do so here. To download your saved search (report): Create a saved search. You can learn how here. Click on the download button in the top right of the saved search. Save the file as you normally would, or open it with a spreadsheet program. To learn how to use our quick search, click here. To learn how to export the tasks that you've created, including removed tasks, comments, and attachments, click here. ","seo_data":{"meta_title":"How to download reports (saved searches) ","meta_description":""},"tags":["saved search","download","csv"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000271015,"type":1,"status":1,"agent_id":61001396131,"created_at":"2020-05-07T23:55:11Z","category_id":61000063760,"folder_id":61000098258,"title":"How to save reports","updated_at":"2021-01-04T23:07:50Z","description":"dsfds
","description_text":" dsfds ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000271016,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-05-07T23:55:34Z","category_id":61000063760,"folder_id":61000098258,"title":"How to download reports to a CSV file*","updated_at":"2021-01-04T23:07:49Z","description":"To download a report, first you need to save it. Learn about saving reports here.
Once your report is saved, click on the download button. This will either save the file or open an option to open or save the file, depending on your browser file settings.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61008041770/original/E0MfJKz1P8b_HU4XKtb_AB4-DTLF2otR7Q.png?1607622411\")
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To learn how to send custom task reminders, click here.
* Saving reports is a Premium feature and only available on certain Workast plans. To learn about our plans, click here.
","description_text":" To download a report, first you need to save it. Learn about saving reports here. Once your report is saved, click on the download button. This will either save the file or open an option to open or save the file, depending on your browser file settings. To learn how to send custom task reminders, click here. * Saving reports is a Premium feature and only available on certain Workast plans. To learn about our plans, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000271017,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-05-07T23:55:50Z","category_id":61000063760,"folder_id":61000098258,"title":"How to use the quick search","updated_at":"2021-01-04T23:07:49Z","description":"You can use our quick search to use keywords to find tasks and subtasks, as well as lists and spaces.
To use the quick search:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002850687/original/7p8kE-AtSucwbqUIIzdYkPkeuWksUdP9Bw.png?1593446470\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002850747/original/VV7QNUo59Je42gUjOjkfVY3OMn8TaeL-mQ.png?1593446563\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002851225/original/ZeCD0z82YKapvSZgmEY8wyeP9eJ59B9WHw.gif?1593447599\")
To learn about searches and saved searches, click here.
","description_text":" You can use our quick search to use keywords to find tasks and subtasks, as well as lists and spaces. To use the quick search: Click on the \"Search\" tab in the left-hand taskbar. This will bring up the quick search dialogue. You can click on your saved searches and spaces to open them. Use the arrow keys to scroll up and down. To search for a task or subtask, enter a keyword(s) from the task summary (task title) or the task ID. To search for a space, enter a keyword(s) from the space name. Once you've entered your keyword(s), any spaces or saved searches will populate. To search for tasks, click on \"Search tasks with...\" or hit \"enter.\" Once your task populates, click on it to open it. To learn about searches and saved searches, click here. ","seo_data":{"meta_title":"How to use the quick (keyword) search","meta_description":""},"tags":["search","keyword"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0}],[{"id":61000130105,"type":1,"status":1,"agent_id":61000880007,"created_at":"2020-02-27T22:51:22Z","category_id":61000063760,"folder_id":61000195855,"title":"Changing account details","updated_at":"2021-01-04T23:07:47Z","description":"Update your account details like name, email address, phone number or address, anytime by following these steps:![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002604858/original/dr6aQTxPowxdBY2LwjvGYWN9tIhdlKI9Zw.png?1592603102\")
Under the \"Date and Time\" heading, you can adjust the following settings:
After completing your preference changes, click on the X in the top right-hand corner of the screen to exit the preferences screen.
Your timezone should be set automatically based on your Slack preferences, but it can be adjusted. To adjust it:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002605151/original/-YqobDEvpcslmQaJvzyQT3sPswGwOB3I4g.gif?1592604903\")
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Please note - adjusting the start of the week setting to Monday will adjust the calendar when you are setting a due date for a task, but will not amend the main calendar appearance, nor the appearance of the calendar view in spaces.
","description_text":" To set your Workast date and time preferences: Click on the arrow next to your name in the top left-hand corner of the web app. Select \"Preferences\" - this will open your user preferences screen. Under the \"Date and Time\" heading, you can adjust the following settings: Timezone Date format Time format Start of the week After completing your preference changes, click on the X in the top right-hand corner of the screen to exit the preferences screen. Timezone Your timezone should be set automatically based on your Slack preferences, but it can be adjusted. To adjust it: Click on the X to clear the entry, then enter the nearest major city or time zone into the text box. A list of time zones will populate based on your entry - select the correct time zone. A confirmation will appear that your setting has successfully been updated. Date format To adjust the date format between month/day/year (M/D/Y) and day/month/year (D/M/Y), click on the arrow next to your current date format selection. A drop-down with options will appear. Click on your desired date format selection A confirmation will appear that your setting has been successfully updated Time formatting To adjust the time format between the 12-hour clock and the 24-hour clock, click on the arrow next to your current time format selection. A drop-down with options will appear. Click on your preferred time format A confirmation will appear that your setting has been successfully updated Starting the week To update your week start day between Sunday and Monday, click on the arrow next to your current week start day selection. A drop-down with options will appear. Click on your preferred week start day. A confirmation will appear that your setting has been successfully changed Please note - adjusting the start of the week setting to Monday will adjust the calendar when you are setting a due date for a task, but will not amend the main calendar appearance, nor the appearance of the calendar view in spaces. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":5,"feedback_count":0},{"id":61000165243,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:50Z","category_id":61000063760,"folder_id":61000195855,"title":"The Admin User Role","updated_at":"2021-01-04T23:07:46Z","description":"Admins in Workast handle team management. They are able to add new users in the admin dashboard, deactivate team members, make other users admins, and Premium (paid) teams can add guest accounts.
The default first Admin is the user who initially installed Workast or the user who first uses the app after a period of team inactivity. You also will become an admin if you upgrade your team to Premium (paid) or create a new department within your team.
Team admins will automatically receive an email within 24 hours when team members are added or deactivated. This is relevant to billing and team management and will still be sent, even if you are unsubscribed from training and update emails. If you don't want to receive user status emails, another user on your team will need to be made an admin, and then have them change your role from admin to a member.
To learn how to deactivate your personal account, click here.
","description_text":" Admins in Workast handle team management. They are able to add new users in the admin dashboard, deactivate team members, make other users admins, and Premium (paid) teams can add guest accounts. The default first Admin is the user who initially installed Workast or the user who first uses the app after a period of team inactivity. You also will become an admin if you upgrade your team to Premium (paid) or create a new department within your team. Team admins will automatically receive an email within 24 hours when team members are added or deactivated. This is relevant to billing and team management and will still be sent, even if you are unsubscribed from training and update emails. If you don't want to receive user status emails, another user on your team will need to be made an admin, and then have them change your role from admin to a member. To learn how to deactivate your personal account, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":14,"feedback_count":0},{"id":61000165258,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:54Z","category_id":61000063760,"folder_id":61000195855,"title":"Guest accounts","updated_at":"2021-01-04T23:07:45Z","description":"Guest accounts are great for temporary vendors or contractors, where you want to give them visibility to one or more specific projects. Team admins can now invite guests to join your team.
Guest accounts are pretty much like normal accounts but have restricted access. Guests do not have the ability to join spaces on their own and must be invited to a space by a full member. Once invited to a space, they have full access to the tasks within that space and can create, complete, and edit tasks. There is no limit to the number of spaces a guest joins. Guest accounts cannot create or archive spaces and do not have access to templates, archived spaces, or people spaces. They also cannot access your member list in the admin dashboard.
Guest accounts are only available for paid teams, and the guest account will be charged at the same rate as a full member. Once you create a guest account, a pro-rated charge will be applied to your account until your next invoice. If you deactivate the guest account before your next invoice, a credit will be applied to your account for the unused amount of time.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002328956/original/_mzz0PIyYhzRXvUEhMcscycbbasROb160g.png?1591805426\")
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Please note - to change the status of a guest account to a full member, please contact us here. Please make sure you include the guest user's name and email address.
To learn how to activate and deactivate team members, click here. Guests are deactivated in the same way as normal members.
To learn more about the admin user role, click here.
","description_text":" Guest accounts are great for temporary vendors or contractors, where you want to give them visibility to one or more specific projects. Team admins can now invite guests to join your team. Guest accounts are pretty much like normal accounts but have restricted access. Guests do not have the ability to join spaces on their own and must be invited to a space by a full member. Once invited to a space, they have full access to the tasks within that space and can create, complete, and edit tasks. There is no limit to the number of spaces a guest joins. Guest accounts cannot create or archive spaces and do not have access to templates, archived spaces, or people spaces. They also cannot access your member list in the admin dashboard. Guest accounts are only available for paid teams, and the guest account will be charged at the same rate as a full member. Once you create a guest account, a pro-rated charge will be applied to your account until your next invoice. If you deactivate the guest account before your next invoice, a credit will be applied to your account for the unused amount of time. How to create a guest account: Go to your admin panel by clicking on the arrow next to your name in the top left-hand corner of the web app, then selecting \"Manage.\" This will open up your admin panel. Click on \"Add user\" and then \"Create guest user.\" A dialogue will open, allowing you to enter the guest user's information. Add the user's name and email address, then click \"Send invite.\" If the email is already taken and is not in the deactivated user's tab, or you want to convert an existing full member into a guest, please contact us. If you want to link this guest account with an existing slack guest account, you can enter their Slack ID. This will allow Slack guest accounts to interact with Workast through the Slack application once that has been implemented. (To learn how to find a Slack ID, click here.) Please note that only multi-channel guests will be able to use Workast in Slack. Single-channel guests will be able to use Workast in the web app, but will not be able to use Workast within Slack. Once the guest account is created, the guest can use their email address to log into Workast. Please note - to change the status of a guest account to a full member, please contact us here. Please make sure you include the guest user's name and email address. To learn how to activate and deactivate team members, click here. Guests are deactivated in the same way as normal members. To learn more about the admin user role, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":11,"feedback_count":0},{"id":61000165207,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:41Z","category_id":61000063760,"folder_id":61000195855,"title":"How to add additional users to your Workast team","updated_at":"2021-01-04T23:07:44Z","description":"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\")
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![](\"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.
","description_text":" Any member* of your Slack team can be added to your Workast team. You can do so in one of three ways: 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. 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. * 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. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":16,"feedback_count":0},{"id":61000165139,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:24Z","category_id":61000063760,"folder_id":61000195855,"title":"Why did my team get deactivated?","updated_at":"2021-01-04T23:07:43Z","description":"We want all of our teams to use Workast daily, but unfortunately, that doesn't always happen. Users are considered inactive when they haven't interacted with Workast for 30 days or more.
For our free teams, once every member of the team is inactive, the team automatically becomes deactivated. At that point, an email is sent to the user who initially installed Workast, letting him/her know that their Workast team has become deactivated. In that email, we explain that deactivated teams have 30 days to reinstall Workast to maintain their information. After that point, the team and all information are permanently deleted. We send another follow-up email before that 30 day period is over, to give users another chance to maintain their team information.
This helps protect the privacy of teams no longer using Workast by removing their information and helps maintain the health of our database. This also maintains compliance with the GDPR.
Yes! Part of the features of Workast Premium is data storage, so if your team has upgraded to Workast Premium, you don't have to worry about your team being deactivated. If you'd like more information about the features and pricing of Workast Premium, click here.
","description_text":" We want all of our teams to use Workast daily, but unfortunately, that doesn't always happen. Users are considered inactive when they haven't interacted with Workast for 30 days or more. For our free teams, once every member of the team is inactive, the team automatically becomes deactivated. At that point, an email is sent to the user who initially installed Workast, letting him/her know that their Workast team has become deactivated. In that email, we explain that deactivated teams have 30 days to reinstall Workast to maintain their information. After that point, the team and all information are permanently deleted. We send another follow-up email before that 30 day period is over, to give users another chance to maintain their team information. Why do we deactivate and delete teams? This helps protect the privacy of teams no longer using Workast by removing their information and helps maintain the health of our database. This also maintains compliance with the GDPR. Is there a way to prevent teams from being deactivated, even if they have periods of time when they are inactive? Yes! Part of the features of Workast Premium is data storage, so if your team has upgraded to Workast Premium, you don't have to worry about your team being deactivated. If you'd like more information about the features and pricing of Workast Premium, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000165234,"type":1,"status":1,"agent_id":61000880169,"created_at":"2020-03-04T01:30:47Z","category_id":61000063760,"folder_id":61000195855,"title":"System Requirements and Supported Browsers","updated_at":"2021-01-04T23:07:43Z","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.
You can request a file export of tasks that you have created once every 24 hours. The JSON export will include removed tasks, attachments, and task comments.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002801100/original/_PXfgBJadqVp5sRRWVuHBQmFxtMKPba95A.png?1593231272\")
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We're constantly striving to improve Workast, and we hope that everyone that uses our app loves it as much as we do.
However, different people have different needs, and if it turns out that Workast isn't working for you, here's what you can do:
If the above information doesn't help, and you still want to remove your account, here's how to do it:
Please note - deactivating your account does NOT cancel a paid Workast Premium subscription. To learn how to cancel your paid subscription, click here.
If you want to know how to delete the Workast app from your team's Slack, click here.
","description_text":" We're constantly striving to improve Workast, and we hope that everyone that uses our app loves it as much as we do. However, different people have different needs, and if it turns out that Workast isn't working for you, here's what you can do: Don't like the notifications? It's easy to turn them off or change your notification preferences - click here to learn how. Don't like the training emails? We understand; some people love the extra help, some don't. Simply click the unsubscribe link that's at the bottom of every single email. Feeling overwhelmed and not sure where to start? Check out our quick start guide to help get you going. Still have questions and can't find the answer? Send in a ticket request. To delete your personal Workast account If the above information doesn't help, and you still want to remove your account, here's how to do it: Log in to the web app here. (Even if you've only used Workast in Slack, you must log in to the web app to delete your account.) Click on the arrow next to your name in the top left-hand corner and select \"Preferences.\" The preferences screen will open. Scroll down to \"Deactivate my account.\" Click on the red \"Deactivate my account\" button and confirm. You will completely lose access to Workast, will not be able to interact with the Workast application in Slack, and no one will be able to assign you tasks. Should you wish to use the app again, your team admin will have to reactivate you as shown here. If you are the only admin on your team, you'll have to add another admin before you can deactivate your account, or deactivate your entire team. Please note - deactivating your account does NOT cancel a paid Workast Premium subscription. To learn how to cancel your paid subscription, click here. If you want to know how to delete the Workast app from your team's Slack, click here. ","seo_data":{"meta_title":"How to deactivate or delete your account","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":31,"feedback_count":0},{"id":61000165233,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:47Z","category_id":61000063760,"folder_id":61000195855,"title":"How to delete or uninstall your Workast team","updated_at":"2021-01-04T23:07:41Z","description":"We're constantly striving to improve Workast, and we hope that everyone that uses our app loves it as much as we do.
However, different teams have different needs, and if it turns out that Workast isn't for you, here's our quick, easy, and GDPR compliant way to remove your Workast team:
*Important note for Workast Premium subscribers - you must still cancel your Premium subscription. Removing the Workast application from your team's Slack will not cancel your paid subscription. To learn how to do so, click here.
If you want to learn how to delete or deactivate your personal Workast account, click here.
","description_text":" We're constantly striving to improve Workast, and we hope that everyone that uses our app loves it as much as we do. However, different teams have different needs, and if it turns out that Workast isn't for you, here's our quick, easy, and GDPR compliant way to remove your Workast team: Remove the app from your team's Slack workspace. To learn how to remove a Slack app, click here. You will receive a confirmation email that your Workast team has been removed from Slack. If your Workast team is not accessed again in the next few days in the web or mobile application, it will be set for automatic deletion. We do not need to be contacted to request team deletion - this process is automatic and will permanently delete your full team record. (We cannot restore deleted team information.) *Important note for Workast Premium subscribers - you must still cancel your Premium subscription. Removing the Workast application from your team's Slack will not cancel your paid subscription. To learn how to do so, click here. If you want to learn how to delete or deactivate your personal Workast account, click here. ","seo_data":{"meta_title":"How to delete or uninstall your Workast team","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":2,"hits":45,"feedback_count":0},{"id":61000165241,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:49Z","category_id":61000063760,"folder_id":61000195855,"title":"How to manage users in your team (including deactivating users and adding admins)","updated_at":"2021-01-04T23:07:40Z","description":"Workast offers a team management dashboard for viewing team activity and for managing member roles. Although all full team members can view the dashboard, only admins can manage member roles. The user who downloaded the app for the team will automatically become the first team admin.
To learn how to add guest accounts, click here.
You can access the team dashboard by clicking on your name in the top left-hand corner of the web app, and selecting \"Manage (Your team.)\"
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002800925/original/qH_vLcE1MC2-SrImXfDaL6veBjj72KY7TQ.png?1593229282\")
Your admin dashboard will show you all of the users in your current Workast department. There are three different user categories that can be viewed in the dashboard:
Results can be viewed in either ascending or descending order by alphabetical order. To change user type views, click on the \"Active\" button and select the user category that you would like to see. To change between ascending and descending order, click on the Ascending/Descending button.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002800960/original/rki72eVi3ff8ln3kBEmwtGmF9rxuonl9YA.png?1593229952\")
User status can be changed by members with admin privileges only, and you cannot amend your own status. The following changes can be made:
*Please note: By deactivating a member, they will lose access to your team's Workast website, be removed from all spaces, and will be signed out the web app the next time they take any action on the page, or when the page is refreshed. Should a deactivated user become reactivated, they will still be removed from the individual spaces in which he/she was a member, and will need to be re-added.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002801021/original/8znR0j1lYRF_0_AOXJZBug2LLhzIxzn7Jg.gif?1593230561\")
To learn how to add additional users to your Workast team, click here.
If you want to change a full member to a guest account or change a guest account to a full member, please contact us and let us know, including the user's name and the email address that they use to log in to Slack.
","description_text":" Workast offers a team management dashboard for viewing team activity and for managing member roles. Although all full team members can view the dashboard, only admins can manage member roles. The user who downloaded the app for the team will automatically become the first team admin. To learn how to add guest accounts, click here. Accessing your team's dashboard You can access the team dashboard by clicking on your name in the top left-hand corner of the web app, and selecting \"Manage (Your team.)\" Navigating the admin dashboard Your admin dashboard will show you all of the users in your current Workast department. There are three different user categories that can be viewed in the dashboard: Active - the default view showing all users in your department who have used Workast and who have not been deactivated. Deactivated - users whose accounts have been deactivated either by an admin or if their Slack account has had a status change. Deactivated users cannot access the team's Workast. Admin - only those who have administrative access. Results can be viewed in either ascending or descending order by alphabetical order. To change user type views, click on the \"Active\" button and select the user category that you would like to see. To change between ascending and descending order, click on the Ascending/Descending button. Changing user status User status can be changed by members with admin privileges only, and you cannot amend your own status. The following changes can be made: Changing a member to an admin Changing an admin to a member Deactivating a team member or guest Reactivating a team member or guest *Please note: By deactivating a member, they will lose access to your team's Workast website, be removed from all spaces, and will be signed out the web app the next time they take any action on the page, or when the page is refreshed. Should a deactivated user become reactivated, they will still be removed from the individual spaces in which he/she was a member, and will need to be re-added. To change a user's status, an admin can do the following: Click on the ellipsis (3 dots) to the right of the user's name. Available options to change their status will appear. Click on the option that you would like to select. A dialogue will open, reminding you of the change that will occur, and asking you to confirm the action. When you deactivate a user, you are also asked to select the reason the user is being removed. Press \"OK\" or \"Deactivate\" to confirm the change, or \"Cancel\" to cancel the action. To learn how to add additional users to your Workast team, click here. If you want to change a full member to a guest account or change a guest account to a full member, please contact us and let us know, including the user's name and the email address that they use to log in to Slack. ","seo_data":{"meta_title":"How to manage users in your team","meta_description":"Learn how to activate and deactivate users, and change users to team admins"},"tags":["add users","manage","activate","deactivate"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":37,"feedback_count":0},{"id":61000165274,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:58Z","category_id":61000063760,"folder_id":61000195855,"title":"How to change your team name or domain","updated_at":"2021-01-04T23:07:39Z","description":"Updating your Slack team name will automatically update your Workast team name to match. Please allow up to 24 hours for the change to fully sync. However, if you want to change your team name to something different, or want to update your workast.io domain, we'd be happy to help.
Team name and domain name changes have to be done manually by our team. To request a team name and/or domain name change, we'll require the following information sent by a team admin
This information can be sent in a ticket by emailing support@workast.com.
*Please note that domain changes affect your existing task links. We will go over how your task links will be impacted with you before completing the change. Team name changes do not affect task links and can be processed immediately.
","description_text":" Updating your Slack team name will automatically update your Workast team name to match. Please allow up to 24 hours for the change to fully sync. However, if you want to change your team name to something different, or want to update your workast.io domain, we'd be happy to help. Team name and domain name changes have to be done manually by our team. To request a team name and/or domain name change, we'll require the following information sent by a team admin Your current team name Your current workast.io/com domain (yourteamname.workast.io/com) Your new team name If you'd like your workast.io/com domain changed, and if so, what you'd like it changed to This information can be sent in a ticket by emailing support@workast.com. *Please note that domain changes affect your existing task links. We will go over how your task links will be impacted with you before completing the change. Team name changes do not affect task links and can be processed immediately. ","seo_data":{"meta_title":"How to change your team name or domain","meta_description":"Instructions on how to change your team name or domain"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000276126,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-24T18:12:50Z","category_id":61000063760,"folder_id":61000195855,"title":"How to customize Workast notifications and daily reminders in Slack","updated_at":"2021-01-04T23:07:39Z","description":"![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002701135/original/9VhmJK2j1yCgedum9ofBB35_D2KNYsOPpw.png?1592954243\")
Daily reminders are tasks that are assigned to you in a space/channel or on your personal to-do list that are:
The reminder messages are received via Workast through a direct message on Slack.
Here is more information on daily reminders.
How to turn on daily reminders
When the \"Send via Slack\" switch is to the right and shown in red, daily reminders are ON.
![](\"https://media.screensteps.com/image_assets/assets/002/992/903/original/06718d92-946f-45f8-8cf6-50a868537b87.png\")
There are 4 options to customize when and what daily reminders you receive:
![](\"https://media.screensteps.com/image_assets/assets/002/992/905/original/d93244b1-14d5-4b20-8718-d1b3ce369d3b.gif\")
When the \"Send via Slack\" switch is to the left and shown in white, daily reminders will be turned off.
![](\"https://media.screensteps.com/image_assets/assets/002/992/906/original/4002f550-a8f6-4390-9c14-cabb82a55273.png\")
Notifications are received either in the Workast bot channel in Slack or via email. All notifications in Slack are turned on by default, whereas notifications via email are turned off by default.
Here are the notifications explained:
*Quick tip - You automatically follow any tasks that you created or are assigned. To learn more about following tasks, click here.
Having the switch to the right and showing in red indicates that a notification is turned on. Having the switch to the left and showing in white indicates that a notification is turned off.
![](\"https://media.screensteps.com/image_assets/assets/002/759/986/original/b1803536-667c-4a44-acf8-ac53dd2f7d5a.png\")
You can also choose when you are reminded about an upcoming task that is due. The default reminder is set at 30 minutes before the due time. Click on the arrow and scroll up or down to adjust the due time. If you don't want to be reminded when a task is due, select \"Never.\"
![](\"https://media.screensteps.com/image_assets/assets/002/759/988/original/535d3cb4-b29f-4a41-8eb5-dad45a469d27.gif\")
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.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001157170/original/BZBia_BLSwpoBCS0Zjg-gkr9rD8rQOn-Ug.png?1587677550\")
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.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001157221/original/7WwOugWF77hWJ00Lpnn-hlRR0HSBfmGLgg.png?1587677803\")
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.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001178456/original/v8H7j8MXZT5lxn49FUO0B63PNnU14gPYmw.gif?1587749150\")
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:
![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/002/184/749/original/b7ae7441-612b-4529-8298-9fa8855bc1e4.gif?1547600513\")
","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:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001177536/original/sp3EK89kcSPytN21QEyM5riYy0WmRe9Tjg.png?1587745958\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001177559/original/9crBOKn9Esl9eG9wm8sIEk-7pl3QesshQw.png?1587746049\")
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. *
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001223145/original/_TGbQK23yzdk5lezbddT9qaFtjqVR8pF4Q.png?1588014507\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001223313/original/oa9VXnMS44fMKYyAvvU7uR4dkVnRMBDY0A.png?1588014797\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001225409/original/igdWBVqJSMiKWunIHvtnyRZFaoec3l8YmA.gif?1588022593\")
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:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001326236/original/IUa9f_GBK6dxzdFuDpoSNTK6f1fz1gtRHQ.gif?1588368214\")
To edit or customize a subtask in the task details screen:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001326876/original/blzGFbQYu_I7nILDj6XbATkQVI72s-KhQA.gif?1588373116\")
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:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61006544471/original/wm3aOoMmF4mHyFtDQ2oi1e1RJk2Q5SwE9Q.png?1604084467\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61006544645/original/IFMUr8m6qmEGpDIRfYPQikRmS6wig4YFCg.gif?1604084819\")
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:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001709053/original/5XfHiAMe_ao11vRZgIjVI6fPVPgdfNVpNA.png?1589586780\")
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. ![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001709078/original/kAozaK3Bx05D8iMqYkSfrauvB7qppcSHgA.gif?1589587186\")
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![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005518679/original/0zucOf5C8FjGd-t2QPM1msh-vOWvXzVqTA.png?1601399250\")
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.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005518707/original/pWZ0P2kynf0nRnNH9NBvRgD29mjNIrqvpA.png?1601399283\")
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![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005519366/original/Gg7WAuX3iBEwfB0BxXE4OYa2CLNi6OFm2g.png?1601400499\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005519520/original/L4FqexmFvSP1nGuaLtxd2F4P1J6Epp-zUA.png?1601400698\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005519713/original/6Jp8_dY7_mblCJN4hGGJ2paAJg1aEGSWmA.png?1601401082\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005519831/original/X6VOnrwOnTE4h3qIv_YjZdcBXa95sZPWrg.png?1601401391\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005520836/original/Y6KrnrqfQuw3gzSc4Zl5UTbx3Mi0l1wfDA.png?1601403410\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61005520863/original/m3dwCRGXUZJ2OOboQR2uOzzs-410tcab9g.png?1601403478\")
Please note - due dates will need to be added to tasks after the task has been created.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002215295/original/wVADwJBppotzxYxN9N_QYT7qLNbpYdtwyg.png?1591399839\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002215300/original/BIcEsndUlYe7Impvhm5O4nm8Ba08vD55OA.gif?1591399959\")
Quick tip - you can use the @ to tag users in comments for a more personalized touch. Learn how here.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002215317/original/5cVL6wAeLuhRq1-JweFGX-KYzPa48CepXA.png?1591400055\")
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:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001250871/original/CXbKdskfOrqPpmaLT66JBEH-jAs0duK7XA.gif?1588099214\")
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001250928/original/ICKR8HhAKD-ovVzPmIDc576e-6YtQe7mBg.png?1588099435\")
To learn more about adding a comment to a task in Slack, click here.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.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61002268867/original/xAYrKXyHqaKffqtuirJzEcLMGzHrqy_pmg.gif?1591659181\")
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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.\"
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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:
![](\"https://media.screensteps.com/image_assets/assets/003/044/716/original/9e47f364-9280-4419-aae9-574ef334bb28.png\")
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:
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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":"![](\"https://s3.amazonaws.com/screensteps_live/image_assets/assets/002/145/118/original/8b094891-159b-41ab-a076-f4450633a7cb.png?1545941882\")
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","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:
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61001683007/original/8d18fNFcGPBAvENVt3TMc-sKvHdxWQQi1g.png?1589501169\")
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.
![](\"https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/61009080457/original/sS6DoP3Cb6VhTWuoeBR-hCSeYeGmCq2HJQ.png?1610398769\")
This will open up your home page.
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*Reports are a Premium/paid feature and are not available with free plans. Click here to learn about our plans.
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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.
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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.
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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.
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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}]]}}}