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Tasks","description":null,"visibility":1,"created_at":"2020-05-01T21:09:16Z","updated_at":"2020-05-01T21:09:16Z"},{"id":61000118783,"name":"Due Dates","description":null,"visibility":1,"created_at":"2020-03-04T01:30:05Z","updated_at":"2020-03-04T01:30:05Z"},{"id":61000118780,"name":"Assigning Tasks","description":null,"visibility":1,"created_at":"2020-03-04T01:30:05Z","updated_at":"2020-03-04T01:30:05Z"},{"id":61000118779,"name":"Spaces and Lists","description":null,"visibility":1,"created_at":"2020-03-04T01:30:04Z","updated_at":"2020-05-08T18:24:09Z"},{"id":61000118784,"name":"Reminders and Notifications","description":null,"visibility":1,"created_at":"2020-03-04T01:30:05Z","updated_at":"2020-03-04T01:30:05Z"},{"id":61000197349,"name":"Getting Started","description":null,"visibility":1,"created_at":"2020-08-06T19:57:18Z","updated_at":"2020-08-06T19:57:18Z"}],"articles":[[{"id":61000165250,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:52Z","category_id":61000080941,"folder_id":61000118783,"title":"How to set and edit the due date of a task in Slack","updated_at":"2021-01-04T23:07:18Z","description":"There are multiple ways to set a due date:
  1. In Slack while creating a task
  2. In Slack after task creation using the drop-down message menu
  3. In Slack using the drop-down message menu under a /todo list

When creating a task in Slack:

Using Slack buttons and message menus when a task is created:

Using the drop-down message menu after using /todo list

","description_text":"There are multiple ways to set a due date: In Slack while creating a task In Slack after task creation using the drop-down message menu In Slack using the drop-down message menu under a /todo list When creating a task in Slack: When you create a task in Slack using /todo you can set a due date and time by typing the due date in the task details.  You can use either an exact date, or a day of the week.  For example: /todo book caterer April 4 9am or /todo webinar planning 4/8/18 Please note - the date and time can be in any format recognized by Slackbot, but must be set in the future.  You can create a task that is due the same day, but you must specify a time later than the current time.  For example, if it is currently March 1st at 12:00 pm, you could create a task /todo Emergency meeting 3/1 2pm. Using Slack buttons and message menus when a task is created: You can add a due date after you have created a task by using the 'Due Date' button and message menu.  Once a task is created, there is the option to 'Add Due Date'  Click on this drop down menu and choose a due date To edit the due date or time, click on the elipses (three dots,) select \"Edit,\" which will bring up your task details. Click on \"Pick a date\" or the existing due date. Click on the calendar to set or change the due date.  If you want to add a due time, select \"Due time\" and scroll to your selected due time.  Click on the time to select it. Click \"Save\" to confirm the change. Using the drop-down message menu after using /todo list Use the /todo list command in the channel that contains the task to be updated. Select your task from the list. Click on the elipses (three dots) to the right of the task to bring up the editing menu. Click \"Edit\" which will bring up your task details.   Click on \"Pick a date\" or the existing due date. Click on the calendar to set or change the due date.    To add a due time, select \"Due time\" and scroll to your selected due time.  Click on the time to select it. Click \"Save\" to finalizing the change. ","seo_data":{"meta_title":"How to set due dates of a task in Slack","meta_description":""},"tags":["slack","due dates","edit due date"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":15,"feedback_count":0},{"id":61000165144,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:25Z","category_id":61000080941,"folder_id":61000118783,"title":"How to bypass the automatic due date during task creation","updated_at":"2021-01-04T23:07:17Z","description":"When you create a task in Slack or the web app, any dates entered in the task creation line are recognized and become the due date for the task.  This is helpful most of the time, but occasionally you may want to keep that date in the task title, and not have it become the due date for the task.

To override the automatic due date in Slack:

To override the automatic due date in the webapp:

To learn more about setting due dates in the web app, click here, or in Slack, click here.","description_text":"When you create a task in Slack or the web app, any dates entered in the task creation line are recognized and become the due date for the task.  This is helpful most of the time, but occasionally you may want to keep that date in the task title, and not have it become the due date for the task. To override the automatic due date in Slack: Begin your standard task creation using the /todo command, entering your task title and enter your due date. Add an ! at the end of your task, and then hit enter to complete the task. The date will appear in the task title and will not have impacted the due date. To override the automatic due date in the webapp: Begin your standard task creation using the /todo command, entering your task title and enter your due date. Add an ! at the end of your task, and then hit enter to complete the task. The date will appear in the task title and will not have impacted the due date. To learn more about setting due dates in the web app, click here, or in Slack, click here.","seo_data":{"meta_title":"Setting Due Dates with Workast","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":3,"feedback_count":0}],[{"id":61000165214,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:43Z","category_id":61000080941,"folder_id":61000195744,"title":"How to complete a task in Slack","updated_at":"2021-01-04T23:07:19Z","description":"Completing tasks using the message menus

Tasks can also be completed from their task creation message.  Click on the task menu (ellipses) and select \"Complete\" to complete the task.

Quick tip - You can also quickly complete a task from your Daily Reminders in Slack.  Just select the task from the daily reminder list to complete it. 

To learn how to complete tasks in the web app, click here.

","description_text":"Completing tasks using the message menus To bring up a list of tasks in a channel, type /todo list. You can also bring up the tasks in your personal space in any channel by typing /mytodo list. Either command will bring up a list of tasks. Once the list is shown in the Slack channel, click on the ellipses (three dots) next to the task to bring up the task menu. Select \"Complete\" to complete the task. The channel will be shown a notification that the task is complete. (Click here to learn how to turn off that notification.) Tasks can also be completed from their task creation message.  Click on the task menu (ellipses) and select \"Complete\" to complete the task. Quick tip - You can also quickly complete a task from your Daily Reminders in Slack.  Just select the task from the daily reminder list to complete it.  To learn how to complete tasks in the web app, click here. ","seo_data":{"meta_title":"How to complete a Workast task in Slack","meta_description":"Use Workast to complete tasks in Slack. Workast connects directly to your Slack account so you can manage tasks seamlessly "},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":7,"feedback_count":0},{"id":61000165089,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:11Z","category_id":61000080941,"folder_id":61000195744,"title":"How to complete a task in my Personal space/todo list from Slack","updated_at":"2021-01-04T23:07:19Z","description":"

Firstly, go to the direct message with Workast under 'Apps' on the left-hand taskbar. This is where you create all of your personal tasks.To view your personal tasks, type: /todo list. That will bring up your personal task list.
 

Click on the ellipses (three dots) next to a task to bring up the message menu and choose 'Complete'.

The task will be updated with a green check to signify it has been completed. 

You can continue with the same process to mark multiple personal tasks as completed.

Quick tip - you can also bring up your personal tasks from any Slack channel by using the /mytodo list command, and you can complete them the same way.  

","description_text":" Firstly, go to the direct message with Workast under 'Apps' on the left-hand taskbar. This is where you create all of your personal tasks.To view your personal tasks, type: /todo list. That will bring up your personal task list.   Click on the ellipses (three dots) next to a task to bring up the message menu and choose 'Complete'. The task will be updated with a green check to signify it has been completed.  You can continue with the same process to mark multiple personal tasks as completed. Quick tip - you can also bring up your personal tasks from any Slack channel by using the /mytodo list command, and you can complete them the same way.   ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":10,"feedback_count":0}],[{"id":61000165251,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:52Z","category_id":61000080941,"folder_id":61000118784,"title":"How to customize notifications and daily reminders from Workast","updated_at":"2021-01-04T23:07:09Z","description":"
  1. Login to Workast.
  2. On the top left hand corner, click on your avatar, then select \"Preferences.\"
  3. Here you can customize which notifications are sent to you through Workast in Slack or via email.

Daily Reminders

Daily reminders are tasks that are assigned to you in a space/channel or on your personal to do list that are:

They can also include tasks:

This message is received via Workast through a direct message on Slack.

More info about what Daily Reminders look like in Slack here 

How to turn on daily reminders

When the \"Send via Slack\" switch is to the right and shown in red, daily reminders are ON.

There are 4 options to customize when and what daily reminders you receive:

How to turn off all daily reminder notifications

When the \"Send via Slack\" switch is to the left and shown in white, daily reminders will be turned off.

How to customize or turn off notifications

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.  

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.\"  

To learn how to turn off task completion messages in Slack, click here.","description_text":" Login to Workast. On the top left hand corner, click on your avatar, then select \"Preferences.\" Here you can customize which notifications are sent to you through Workast in Slack or via email. Daily Reminders Daily reminders are tasks that are assigned to you in a space/channel or on your personal to do list that are: Due today or overdue They can also include tasks: Due in the future That you have assigned to others This message is received via Workast through a direct message on Slack. More info about what Daily Reminders look like in Slack here  How to turn on daily reminders When the \"Send via Slack\" switch is to the right and shown in red, daily reminders are ON. There are 4 options to customize when and what daily reminders you receive: Days - The days of the week highlighted in red indicate which days of the week you will receive your daily reminders. S M T W T F S represents the days of the week. i.e Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday. Time of the day - The time you receive your reminders.  Click on the arrow and scroll up or down to adjust the time.   You can double check your timezone setting at the top of the settings page.  Include tasks assigned to others - when the switch is to the right and shown in red, this option is turned on. When the switch is to the left and shown in white/grey, this option is turned off. Include tasks due in the next - you can choose to also be reminded about tasks due in the upcoming 1-7 days.  Click on the arrow to choose the option your prefer.  If you only want to be notified about tasks due today or overdue, set this option to \"None.\" How to turn off all daily reminder notifications When the \"Send via Slack\" switch is to the left and shown in white, daily reminders will be turned off. How to customize or turn off notifications 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: Due date is updated - When a task you are following has a due dated added or updated. The task is completed - When a task you are following is completed. New comments - When another user comments on a task that you are following. Assigned to a task - When you are assigned a task, so you know you have work to do! 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.   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.\"   To learn how to turn off task completion messages in Slack, click here.","seo_data":{"meta_title":"How to customize notifications and daily reminders from Workast","meta_description":""},"tags":["daily reminders","Notifications","reminders","slack"],"attachments":[],"cloud_files":[],"thumbs_up":2,"thumbs_down":1,"hits":17,"feedback_count":0},{"id":61000165088,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:11Z","category_id":61000080941,"folder_id":61000118784,"title":"Turning off notifications for assigned tasks","updated_at":"2021-01-04T23:07:09Z","description":"
  1. Login to Workast using Slack credentials
  2. On the top left hand corner, click on your name 
  3. Click on 'Preferences'
  4. Here you can customize which notifications are sent to you through workast (under Apps) on Slack
  5. At the bottom of the page, under the Notification heading, you will find sliders to turn off notifications for when you are assigned to a task.
  6. This setting is turned on by default, slide it to the left to turn it off.  A pop-up will appear, confirming that your preferences have been changed.
","description_text":" Login to Workast using Slack credentials On the top left hand corner, click on your name  Click on 'Preferences' Here you can customize which notifications are sent to you through workast (under Apps) on Slack At the bottom of the page, under the Notification heading, you will find sliders to turn off notifications for when you are assigned to a task. This setting is turned on by default, slide it to the left to turn it off.  A pop-up will appear, confirming that your preferences have been changed. ","seo_data":{"meta_title":"Turning off notifications for assigned tasks in Slack","meta_description":"Learn how to turn off notifications when you are assigned a Workast task in Slack"},"tags":["Notifications"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165218,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:44Z","category_id":61000080941,"folder_id":61000118784,"title":"How to turn off all notifications from Workast","updated_at":"2021-01-04T23:07:08Z","description":"

Once all notification settings are off, and the reminder time is set to \"Never,\" you will stop receiving task notifications from Workast in Slack.

","description_text":" Login to Workast. On the top left-hand corner, click on your name, and then select \"Preferences.\" Here you can customize which notifications are sent to you through Workast on Slack. Your settings page should look like the example below if all the notifications are turned off.  (White buttons mean the setting is turned off, red means the setting is turned on.  Click on the button to change the setting.)   The setting for \"Send a reminder when the task is due\" should be set to \"Never.\"  To change this setting, click on the arrow and scroll up to \"Never.\" Once all notification settings are off, and the reminder time is set to \"Never,\" you will stop receiving task notifications from Workast in Slack. ","seo_data":{"meta_title":"How to manage Workast notifications for Slack","meta_description":""},"tags":["Notifications","slack","reminders"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":5,"feedback_count":0},{"id":61000165247,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:51Z","category_id":61000080941,"folder_id":61000118784,"title":"How to turn off or turn on notifications in a Slack channel when a task is completed in Workast","updated_at":"2021-01-04T23:07:07Z","description":"

By default, a notification is sent to the corresponding Slack channel when a task is completed. 

If you don't want the task completion notification in your Slack channels, you can turn that setting off.

Please note - due to the privacy regulations in place for private spaces in Slack, completed 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. 

For information on customizing or turning off the notifications in your Workast channel, click here.

To learn how to turn on task creation notifications, click here. 

","description_text":" By default, a notification is sent to the corresponding Slack channel when a task is completed.  If you don't want the task completion notification in your Slack channels, you can turn that setting off. From Workast, open the space.  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 completion messages in the corresponding Slack channel when you complete a task in , check the box next to \"Share completed tasks.\"  If you don't want task creation messages, uncheck that box.  Click \"Save\" to confirm your changes.  Turned off, your space settings will look like this:  Please note - due to the privacy regulations in place for private spaces in Slack, completed 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.  For information on customizing or turning off the notifications in your Workast channel, click here. To learn how to turn on task creation notifications, click here.  ","seo_data":{"meta_title":"How to manage completed task notifications in Slack","meta_description":""},"tags":["Notifications","slack","completed tasks"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":2,"feedback_count":0},{"id":61000165252,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:52Z","category_id":61000080941,"folder_id":61000118784,"title":"What are daily reminders and how do they work?","updated_at":"2021-01-04T23:07:07Z","description":"Daily reminders are tasks that are assigned to you or that you are following that are due today or overdue.  You can add the options of being reminded of tasks that:

To stop or customize daily reminders by clicking the link in the reminder message which says \"Customize.\"

This message is received via Workast through a direct message on Slack.To customize your daily reminders when you have not received a daily reminder yet, click on your name in the upper left-hand corner of the Workast web application, and select \"Preferences.\"

How to turn daily reminders on or off

At the bottom of the daily reminders section, you can find a setting - \"Send via Slack.\" When the switch is on and red, daily reminders are on.  When the switch is off and grey/white, daily reminders are off.  Slide the switch to turn daily reminders on or off.

How to customize daily reminders

Please note - Daily reminder task lists are limited to 30 tasks.

To learn how to customize or turn off your task notifications, click here.

","description_text":"Daily reminders are tasks that are assigned to you or that you are following that are due today or overdue.  You can add the options of being reminded of tasks that: You assigned to others Are due in the future To stop or customize daily reminders by clicking the link in the reminder message which says \"Customize.\" This message is received via Workast through a direct message on Slack.To customize your daily reminders when you have not received a daily reminder yet, click on your name in the upper left-hand corner of the Workast web application, and select \"Preferences.\" How to turn daily reminders on or off At the bottom of the daily reminders section, you can find a setting - \"Send via Slack.\" When the switch is on and red, daily reminders are on.  When the switch is off and grey/white, daily reminders are off.  Slide the switch to turn daily reminders on or off. How to customize daily reminders Days - The days of the week highlighted in red indicate which days of the week you will receive your daily reminders.  S M T W T  F S represents the days of the week. i.e Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, Saturday. To toggle the day on or off, just click on the initial. Time of the day - The time you receive your reminders. Click on the arrow and scroll up or down to adjust the time. You can double check your timezone setting at the top of the settings page. Include tasks assigned to others - when the switch is to the right and shown in red, this option is turn on Include tasks due in the future - Click on the arrow to adjust the tasks that you are reminded about. You can choose to be reminded about tasks due between 1-7 days in the future. If you only want to be reminded about tasks due that day or overdue, select \"Never.\" Please note - Daily reminder task lists are limited to 30 tasks. To learn how to customize or turn off your task notifications, click here. ","seo_data":{"meta_title":"What are daily reminders in Slack?","meta_description":""},"tags":["Notifications","reminders","slack","daily reminders"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000280882,"type":1,"status":1,"agent_id":61000880169,"created_at":"2020-08-06T19:57:19Z","category_id":61000080941,"folder_id":61000118784,"title":"How to react (emoji) to a comment in Slack","updated_at":"2021-01-04T23:07:06Z","description":"

Want a quick, easy, and fun way to respond to a task comment?  Use your Slack emojis!

You can react to a comment using the following emoji and task followers will receive a notification:

To react to a comment:

Quick tip - notifications will only be sent from Workast when you react to a task comment.

","description_text":" Want a quick, easy, and fun way to respond to a task comment?  Use your Slack emojis! You can react to a comment using the following emoji and task followers will receive a notification: To react to a comment: Open your Workast channel in Slack. Find your comment. Mouseover the comment to bring up the reactions option. Choose one of the above reactions. A notification will be sent to task followers. Quick tip - notifications will only be sent from Workast when you react to a task comment. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0}],[{"id":61000280881,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-08-06T19:57:19Z","category_id":61000080941,"folder_id":61000197349,"title":"Using the Task Composer in Slack","updated_at":"2021-01-04T23:07:05Z","description":"

The task composer in Slack allows you to create a task in any Slack channel without having to move to that channel.

To use the task composer:

Please note that using the task composer will only create a task creation message in Slack if you create the task in your current channel.  Otherwise, you will receive confirmation of the task creation but it will be only visible to you.

","description_text":" The task composer in Slack allows you to create a task in any Slack channel without having to move to that channel. To use the task composer: Type the command /todo in a Slack channel and hit enter.  The task composer pane will appear. Click on the drop-down menu under Space and choose the space/channel for your task.  The task will be created in the default list in that space/channel. Type the task title in the Summary line. You can add a task description in the Description section. Enter a due date by using the drop-down menu.  Repeat for a due time if you wish.  Scroll down for additional options. Click the drop-down menu under \"Assign to\" to assign the task to one or multiple users. Once you are finishing creating your task, click \"Create.\" Please note that using the task composer will only create a task creation message in Slack if you create the task in your current channel.  Otherwise, you will receive confirmation of the task creation but it will be only visible to you. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0}],[{"id":61000165098,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:14Z","category_id":61000080941,"folder_id":61000118780,"title":"Adding participants to a space in Slack","updated_at":"2021-01-04T23:07:17Z","description":"Adding participants to a space can be done either in Slack or directly in Workast - however, if you add a participant in Workast, they will not be automatically added to the Slack channel. Users should be manually added to the Slack channel.

Adding a participant to a channel/space in Slack

","description_text":"Adding participants to a space can be done either in Slack or directly in Workast - however, if you add a participant in Workast, they will not be automatically added to the Slack channel. Users should be manually added to the Slack channel. Adding a participant to a channel/space in Slack Invite participants to your Slack channel as you normally would - either by using the \"invite others to this channel\" option at the top of the channel, by clicking on participants at the top of the screen, or by clicking on the settings button.  You can also create a channel message and tag them with @(name) and you will get a Slack pop-up, asking if they should be added to the channel. Once in the Slack channel, the user will automatically be added to your space in Workast when they are either assigned a task, or if they click on a task in the channel.   As participants in a Slack channel will be able to access the Workast space simply by clicking on a task in the channel, new private channels or lists should be created for tasks where limited access is required. ","seo_data":{"meta_title":"Adding participants to a channel in Slack","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":3,"feedback_count":0},{"id":61000165212,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:43Z","category_id":61000080941,"folder_id":61000118780,"title":"How to assign a task to a team member or to myself in Slack","updated_at":"2021-01-04T23:07:16Z","description":"There are a few ways to assign a task that will be covered below:

- When creating a task in Slack

- Slack drop-down message menus

If you'd like to know how to assign tasks in the web app, click here.

When creating a task in Slack

The quickest way to assign a task to a team member or yourself in Slack is when you create a new task.

To create a new task in Slack, type \"/todo\" followed by the task details. To assign a team member when you create the task, tag the team members username.  

E.g. /todo Email client invitations @Kay

This will assign the task directly to Kay when creating the task.  The assigned team member will receive a direct message from todobot when they are assigned a task

If you want to assign multiple team members to the task, simply add more in your task creation line.  
E.g. /todo Email client invitations @Kay @Blake @Martha 

To assign a task to yourself when creating the task, replace the username with @me

E.g. /todo email client invitations @me

By typing @me at the end of the task, the task will be assigned to you

Press enter to submit the task

Slack drop-down message menus

After task creation, you can use the drop-down message menu to assign tasks.  This can be done either immediately after task creation, or after listing tasks using the /todo list command.

To assign a task immediately after task creation:

When you click the message menu, you will have a few options. Choose \"Assign To...\" to assign the task to another team member or the \"Assign to me\" to assign the task to yourself.  

Once the user is chosen, the task will be updated with the new assignee.  The assigned team member will receive a direct message from Workast (under Apps in Slack) when they are assigned a task.

You can also select the \"Edit\" option after opening the task menu (three dots) which brings up the full task details.  Scroll to the \"Assigned to\" section and add assignees there.  Click \"Save\" to confirm your changes. 

","description_text":"There are a few ways to assign a task that will be covered below: - When creating a task in Slack - Slack drop-down message menus If you'd like to know how to assign tasks in the web app, click here. When creating a task in Slack The quickest way to assign a task to a team member or yourself in Slack is when you create a new task. To create a new task in Slack, type \"/todo\" followed by the task details. To assign a team member when you create the task, tag the team members username.   E.g. /todo Email client invitations @Kay This will assign the task directly to Kay when creating the task.  The assigned team member will receive a direct message from todobot when they are assigned a task If you want to assign multiple team members to the task, simply add more in your task creation line.   E.g. /todo Email client invitations @Kay @Blake @Martha  To assign a task to yourself when creating the task, replace the username with @me E.g. /todo email client invitations @me By typing @me at the end of the task, the task will be assigned to you Press enter to submit the task Slack drop-down message menus After task creation, you can use the drop-down message menu to assign tasks.  This can be done either immediately after task creation, or after listing tasks using the /todo list command. To assign a task immediately after task creation: Click on the message menu underneath the task creation message Click \"Assign to Me\" to assign the task to yourself Click \"Assign to..\" to bring up a list of users to assign the task to another team member Select the team member to assign them to the task When you click the message menu, you will have a few options. Choose \"Assign To...\" to assign the task to another team member or the \"Assign to me\" to assign the task to yourself.   Once the user is chosen, the task will be updated with the new assignee.  The assigned team member will receive a direct message from Workast (under Apps in Slack) when they are assigned a task. You can also select the \"Edit\" option after opening the task menu (three dots) which brings up the full task details.  Scroll to the \"Assigned to\" section and add assignees there.  Click \"Save\" to confirm your changes.  ","seo_data":{"meta_title":"How to assign a Workast task in Slack","meta_description":"Use Workast to assign tasks in Slack "},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":5,"thumbs_down":0,"hits":14,"feedback_count":0},{"id":61000280884,"type":1,"status":1,"agent_id":61000880169,"created_at":"2020-08-06T19:57:20Z","category_id":61000080941,"folder_id":61000118780,"title":"How to create and use a tag","updated_at":"2021-01-04T23:07:15Z","description":"

Tags are a great way to quickly label and identify tasks.  Tags can be be created, and tasks tagged, either in Slack or directly in Workast.  



Creating and using tags in Slack








Creating and using tags in Workast










For information on how to edit or delete tags, click here.



","description_text":" Tags are a great way to quickly label and identify tasks.  Tags can be be created, and tasks tagged, either in Slack or directly in Workast.   Creating and using tags in Slack Click on the drop down menu under a task, and scroll down to Tags. To use an existing tag, simply click on the tag(s) and the tag label will be added. To create a new tag, select \"create new tag\" which will bring up a pop-up menu, allowing you to create the new tag name and color. Creating and using tags in Workast Open up the task in Workast by double clicking on it On the right hand side of the screen, either click on the + symbol next to the Tags label, or click on \"Select a tag\" To use an existing tag, select the tag that you want to use.  Tags already used in that space will be listed, to show all tags used in your team, click the \"Show all tags\" switch so that the button is to the right and shown in red. The tag indicator will appear next to the task number, visible even when the task details are minimized To create a new tag, select the \"Create a new tag\" option, then enter the tag name and click on a color choice to assign a color to that tag.  If you'd like to choose additional colors, click on \"More colors\" to receive different random color options.  Click \"Save\" to save the tag, then click on the tag to add the tag to the task. For information on how to edit or delete tags, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0}],[{"id":61000272415,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-05-20T23:15:51Z","category_id":61000080941,"folder_id":61000118779,"title":"How to create a Workast Space in Slack","updated_at":"2021-01-04T23:07:15Z","description":"

A Workast 'Space' is where your tasks live. It can be a project, event, customer, team, department and so on. 

Spaces can be connected to a:

- Public Slack channel

- Private Slack channel *

- Direct message / group direct message *

Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private. 

How to create a Space in Slack Channel

To create a Space in Slack, simply click on the Slack channel you wish to create a Space in.

The Space is now created

 

* Space and task creation in private channels and group direct messages is a Premium (paid) feature.  Click here to learn about our various plans and features.

","description_text":" A Workast 'Space' is where your tasks live. It can be a project, event, customer, team, department and so on.  Spaces can be connected to a: - Public Slack channel - Private Slack channel * - Direct message / group direct message * Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private.  How to create a Space in Slack Channel To create a Space in Slack, simply click on the Slack channel you wish to create a Space in. Type /todo and press enter You will be presented with two options.  1. To connect the Slack channel to an existing Space in Workast 2. To create a new Space in Workast  Choose 'Create new Space' to create a new Space in Workast Enter the name of the Space Click 'Create' The Space is now created   * Space and task creation in private channels and group direct messages is a Premium (paid) feature.  Click here to learn about our various plans and features. ","seo_data":{"meta_title":"How to create a Workast Space in Slack","meta_description":"A Space is where tasks live. Create a new Workast Space by typing /todo in Slack"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":20,"feedback_count":0},{"id":61000165204,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:41Z","category_id":61000080941,"folder_id":61000118779,"title":"How to create a to-do list/space in a private channel*","updated_at":"2021-01-04T23:07:14Z","description":"
Tasks in private channels allow teams to control visibility while maintaining Workast's full functionality. Task creation in private channels is Premium* (paid) feature.  To view our plans, click here.

In Slack, head to the private channel where you would like to create the new list in.

Type /todo and press enter.

This will bring up a space creation dialog. 

Name the space, and add users.   To ensure that you receive notifications in the private channel, please also add Workast as a user to the space.   Click \"Create\" to complete the space creation. 

A channel message will populate, confirming the space creation. 

To learn how to change a space's privacy settings, click here.

","description_text":" Tasks in private channels allow teams to control visibility while maintaining Workast's full functionality. Task creation in private channels is Premium* (paid) feature.  To view our plans, click here. In Slack, head to the private channel where you would like to create the new list in. Type /todo and press enter. This will bring up a space creation dialog.  Name the space, and add users.   To ensure that you receive notifications in the private channel, please also add Workast as a user to the space.   Click \"Create\" to complete the space creation.  A channel message will populate, confirming the space creation.  To learn how to change a space's privacy settings, click here. ","seo_data":{"meta_title":"How to create a Workast Space in a private Slack channel","meta_description":"Tasks can be created in private Slack channels to keep track of all your team work "},"tags":["spaces"],"attachments":[],"cloud_files":[],"thumbs_up":3,"thumbs_down":3,"hits":8,"feedback_count":0},{"id":61000165162,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:30Z","category_id":61000080941,"folder_id":61000118779,"title":"How to create a space in a direct message in Slack","updated_at":"2021-01-08T00:53:13Z","description":"

A Workast 'space' is where your tasks live. It can be a project, event, customer, team, department and so on. 

Spaces can be connected to a:

Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private. 

How to create a space in a direct message in Slack

Please note:  Tasks created in a direct message channel are not automatically assigned to the users in the channel, so will still need to be assigned to one or both members if needed.  For more information on assigning tasks, click here.

* Slack ownership permissions and exporting functionality may allow your Slack owner access to your direct messages.  See Slack's privacy policies and export functions for details.  

","description_text":" A Workast 'space' is where your tasks live. It can be a project, event, customer, team, department and so on.  Spaces can be connected to a: Public Slack channel Private Slack channel (Premium/Paid subscription required) Direct message / group direct message (Premium/Paid subscription required for group DMs.) Workast follows the same privacy settings as Slack. If the Slack channel is public, the Workast Space will be public. If the Slack channel is private, the Workast Space will be private.  How to create a space in a direct message in Slack To create a Workast space in a direct message in Slack, click on the direct message with the person you want to create tasks with. Type /todo followed by the task you want to create and press enter when completed E.g. /todo Send invitations for the team meeting You will be prompted to select the other participant in this conversation. In this example, it is Sarah. The reason why we ask you to choose the other participant is because Slack views this conversation as private and does not provide our app with the information as to who is in the conversation. We need to confirm who is in the channel to create the list correctly. Choose the correct person in the channel. The task will be created in the direct message with Sarah and will be shown in your direct message channel.   Tasks created in the channel are private and only visible to those in the direct message channel.* Please note:  Tasks created in a direct message channel are not automatically assigned to the users in the channel, so will still need to be assigned to one or both members if needed.  For more information on assigning tasks, click here. You can now continue to create tasks in the direct message channel.  To see the full list of open tasks in this direct message, type /todo list. Tasks that you have created in the direct message will appear in the Direct/People space with the user in the web app.   You can access the space by clicking on the Open in Workast button, or by logging in to Workast, and then selecting the user under the People or Direct Space heading in the bottom left-hand corner.  * Slack ownership permissions and exporting functionality may allow your Slack owner access to your direct messages.  See Slack's privacy policies and export functions for details.   ","seo_data":{"meta_title":"How to create a Workast Space in a direct message in Slack","meta_description":"Workast tasks can be created between you and another team member in Slack"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":8,"feedback_count":0},{"id":61000165130,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:22Z","category_id":61000080941,"folder_id":61000118779,"title":"How to connect an existing space to a Slack channel","updated_at":"2021-01-04T23:07:13Z","description":"This article will cover how to connect an existing space to a Slack channel. The Slack channel cannot be used by another Space. If you want to change the Slack channel connected with a space, or disconnect a space from Slack, refer to this article.  

If you'd like to know how to create a space and have it linked to a Slack channel from creation, see this article.

Please note that a Slack channel can only be associated with one Workast space.

To link your space to a Slack channel:

","description_text":"This article will cover how to connect an existing space to a Slack channel. The Slack channel cannot be used by another Space. If you want to change the Slack channel connected with a space, or disconnect a space from Slack, refer to this article.   If you'd like to know how to create a space and have it linked to a Slack channel from creation, see this article. Please note that a Slack channel can only be associated with one Workast space. To link your space to a Slack channel: Click on the (+) sign on the top right-hand corner of the Space to add an app.  If you have apps in the space already, click on the ellipses (three dots) and select \"Manage apps.\" Find the Slack app, and click on 'Add' and close the window. At the top right-hand corner, there will be a Slack icon. Click on the Slack icon and then 'Settings.' There will be an option to 'Select a Slack channel' and this will connect a Slack channel with the Space. Select a channel and click on 'Save.' Only channels that are not connected to another Workast space will connect successfully.  ","seo_data":{"meta_title":"How to connect an existing space to a Slack channel","meta_description":""},"tags":["slack","spaces"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":20,"feedback_count":0},{"id":61000165131,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:22Z","category_id":61000080941,"folder_id":61000118779,"title":"How to disconnect or change the Slack channel linked to an existing space","updated_at":"2021-01-04T23:07:12Z","description":"You can now disconnect or change the Slack channel that is connected to an existing space in Workast.  

If you'd like to learn how to connect an existing space to a Slack channel for the first time, see this article.  If you'd like to learn how to create a space and connect it to a Slack channel from creation, see this article.

Please note that a Slack channel can only be associated with one Workast space.

To disconnect a Slack channel from an existing space

To change the Slack channel linked to a space

","description_text":"You can now disconnect or change the Slack channel that is connected to an existing space in Workast.   If you'd like to learn how to connect an existing space to a Slack channel for the first time, see this article.  If you'd like to learn how to create a space and connect it to a Slack channel from creation, see this article. Please note that a Slack channel can only be associated with one Workast space. To disconnect a Slack channel from an existing space Open the space in the Workast web app. Click on the Slack icon in the top right-hand section Click \"Disconnect.\" A confirmation pop-up will appear - select \"Yes\" to confirm that you want to disconnect that space from the Slack channel. The space will now be disconnected from that Slack channel.   To change the Slack channel linked to a space Open the space in the Workast web application. Click on Slack icon in the top right-hand corner  Click on \"Settings\" - a pop-up will appear with a list of Slack channels.  Scroll up and down to see the full list of channels.  (Please note that only public channels are available at this time.)   Select the Slack channel that you want to have linked to the space. Press \"Save\" to confirm the change.   ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":9,"feedback_count":0},{"id":61000165210,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:42Z","category_id":61000080941,"folder_id":61000118779,"title":"How to view tasks in a Slack channel","updated_at":"2021-01-07T23:24:29Z","description":"

Tasks in a Slack channel automatically create a Space in Workast. 

Tasks are shown both in Slack and in the Workast web app. To view the Workast tasks in a Slack channel, click on the channel where the tasks were created

 


","description_text":" Tasks in a Slack channel automatically create a Space in Workast.  Tasks are shown both in Slack and in the Workast web app. To view the Workast tasks in a Slack channel, click on the channel where the tasks were created To see the tasks in a channel, type: /todo list This will show all the open tasks in that channel   The tasks shown are \"Only visible to you\" You can share the tasks publicly in the channel, by clicking the green button \"Share in conversation\". This will share the current list in the channel to all the participants.  ","seo_data":{"meta_title":"How to see the tasks in a Slack channel","meta_description":"Keep track of Workast tasks in your Slack channel by typing /todo list "},"tags":["space","tasks","view tasks"],"attachments":[],"cloud_files":[],"thumbs_up":1,"thumbs_down":1,"hits":3,"feedback_count":0},{"id":61000165200,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:40Z","category_id":61000080941,"folder_id":61000118779,"title":"Why am I being asked to select the other participant of a conversation??","updated_at":"2021-01-04T23:07:11Z","description":"When you use /todo in Slack with one other person in a direct message, you may be asked to select the other participant in the conversation.

The reason why is because this is considered a private conversation in Slack and Workast cannot see who the other participant is. Therefore, we cannot give the other person access to the task list correctly.

To move forward, you must select the other participant in the conversation so we know who can access the tasks in the space/channel. 

To learn more about creating tasks in direct messages, click here.

","description_text":"When you use /todo in Slack with one other person in a direct message, you may be asked to select the other participant in the conversation. The reason why is because this is considered a private conversation in Slack and Workast cannot see who the other participant is. Therefore, we cannot give the other person access to the task list correctly. To move forward, you must select the other participant in the conversation so we know who can access the tasks in the space/channel.  To learn more about creating tasks in direct messages, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":["spaces"],"attachments":[],"cloud_files":[],"thumbs_up":5,"thumbs_down":10,"hits":1,"feedback_count":0},{"id":61000165203,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:41Z","category_id":61000080941,"folder_id":61000118779,"title":"How to find a Slack user ID","updated_at":"2021-01-04T23:07:10Z","description":"

","description_text":" Click on a user name within Slack. Click on \"View profile\" in the menu that appears. Click the more icon \"...\" Click on \"Copy Member ID.\" ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000165266,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:56Z","category_id":61000080941,"folder_id":61000118779,"title":"Personal tasks in Slack","updated_at":"2021-01-04T23:07:10Z","description":"Personal tasks are a special type of task that only you can see, and that cannot be assigned to others.

There are two ways to create a personal to-do list with Workast.

Within Slack

On the left hand side of the Slack chat you will see your direct messages.

Click on the direct message with Workast.  This is found under the \"Apps\" section.

All the tasks created in this direct message with Workast are on your personal to-do list.

Create a task by typing /todo followed by the task details.

E.g. /todo Send out calendar invite for CRM meeting

Press enter to save the task.

This will add the task to your Personal to-do list.

Quick tip - you can also create a personal task from any channel in Slack by using the /mytodo command.  For example, if you want to create a task for yourself to pick up a birthday card for Sarah, type /mytodo pickup birthday card for Sarah. 

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.

","description_text":"Personal tasks are a special type of task that only you can see, and that cannot be assigned to others. There are two ways to create a personal to-do list with Workast. Within Slack In the Workast web application - click here to learn how to create Personal tasks in the web app. Within Slack On the left hand side of the Slack chat you will see your direct messages. Click on the direct message with Workast.  This is found under the \"Apps\" section. All the tasks created in this direct message with Workast are on your personal to-do list. Create a task by typing /todo followed by the task details. E.g. /todo Send out calendar invite for CRM meeting Press enter to save the task. This will add the task to your Personal to-do list. Quick tip - you can also create a personal task from any channel in Slack by using the /mytodo command.  For example, if you want to create a task for yourself to pick up a birthday card for Sarah, type /mytodo pickup birthday card for Sarah.  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. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":5,"thumbs_down":0,"hits":5,"feedback_count":0}],[{"id":61000165256,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:53Z","category_id":61000080941,"folder_id":61000195742,"title":"How to create a new task in Slack","updated_at":"2021-01-08T00:47:11Z","description":"

There are many ways to create Workast tasks in Slack: 

  1. Creating a task using /todo and typing the task directly in a channel
  2. Typing /todo and using the Task Composer to create a task
  3. Turning a Slack message into a task 
  4. Using the shortcut button (lightning bolt icon) 
  5. \"Create a task\" buttons.

Creating a task using /todo directly in a channel


The task is now created in the channel or conversation.

All participants of the channel can view the task.


Using the Task Composer  

The task composer in Slack allows you to create a task in any Slack channel without having to move to that channel.

To use the task composer:

Please note that using the task composer will only create a task creation message in Slack if you create the task in your current channel.  Otherwise, you will receive confirmation of the task creation but it will be only visible to you.

Turning a Slack message into a Workast Task

You can create a task from an existing Slack message that has been posted in a channel.

To create your task:

Using the shortcut button (lightning bolt icon)

You can also create a task using Slack's shortcut button, designated by a lightning bolt. 

To use the shortcut key in Slack:


\"Create a task\" buttons

\"Create a task\" buttons can be found in the Workast home screen, at the bottom of daily reminders,  and after using the /todo list command.  Click on it to open the task composer as explained above. 


","description_text":" There are many ways to create Workast tasks in Slack:  Creating a task using /todo and typing the task directly in a channel Typing /todo and using the Task Composer to create a task Turning a Slack message into a task  Using the shortcut button (lightning bolt icon)  \"Create a task\" buttons. Creating a task using /todo directly in a channel In a channel or direct message*, type /todo, followed by the task details.  E.g. /todo Send client invitations Monday 9am @martha Press enter to create the new task The task is now created in the channel or conversation. All participants of the channel can view the task. Using the Task Composer   The task composer in Slack allows you to create a task in any Slack channel without having to move to that channel. To use the task composer: Type the command /todo in a Slack channel and hit enter.  The task composer pane will appear. Click on the drop-down menu under Space and choose the space/channel for your task.  The task will be created in the default list in that space/channel. Type the task title in the Summary line. You can add a task description in the Description section. Enter a due date by using the drop-down menu.  Repeat for a due time if you wish.  Scroll down for additional options. Click the drop-down menu under \"Assign to\" to assign the task to one or multiple users. Once you are finishing creating your task, click \"Create.\" Please note that using the task composer will only create a task creation message in Slack if you create the task in your current channel.  Otherwise, you will receive confirmation of the task creation but it will be only visible to you. Turning a Slack message into a Workast Task You can create a task from an existing Slack message that has been posted in a channel. To create your task: Mouse over to the right of the text, then click on the 3 horizontal dots (\"more actions\" button.) Select \"Create a Task\" A pop-up will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited. You can also add a description by typing into the description field. Use the drop-down menus to add a due date, due time and assignee(s) if desired. Click \"Create\" to create the task.  (To cancel the task creation, select \"Cancel.\") The task will then be created.  The standard drop-down message menu is available under the task creation message, to allow for editing if needed. Using the shortcut button (lightning bolt icon) You can also create a task using Slack's shortcut button, designated by a lightning bolt.  To use the shortcut key in Slack: Click on the shortcut key at the bottom of your message dialogue in Slack (the lightning bolt.) Click on \"Create a task\" under \"Workast.\"  If you have a lot of integrations, you can search for Workast in the text box at the top.  The task composer as explained above will appear.  \"Create a task\" buttons \"Create a task\" buttons can be found in the Workast home screen, at the bottom of daily reminders,  and after using the /todo list command.  Click on it to open the task composer as explained above.  ","seo_data":{"meta_title":"How to create tasks in Slack using Workast","meta_description":"Workast is the best way to create and manage tasks in Slack. Use /todo to simply create a task in a channel"},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":8,"thumbs_down":0,"hits":47,"feedback_count":0},{"id":61000275940,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-23T19:02:33Z","category_id":61000080941,"folder_id":61000195742,"title":"Creating a task using the /todo command in Slack","updated_at":"2021-01-04T23:07:27Z","description":"","description_text":" In a channel or in a direct message, type /todo followed by the task details, including the name of the task, the assignee (if applicable) using the @ key, and the due date (if applicable).   For example - /todo order file folders @kay Thursday 10am Press enter to create the task.   The task will now be created in the channel or conversations, and all participants of the channel can view the task.  As long as they have their notifications turned on, assignees will also get notified of the task in their Workast channel.  (Notifications on is the default setting.  To learn how to update your notification settings, click here.) ","seo_data":{"meta_title":"How to create a task using /todo in Slack","meta_description":""},"tags":["slack","tasks","create tasks"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000275941,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-23T19:04:13Z","category_id":61000080941,"folder_id":61000195742,"title":"Creating a task using the task composer in Slack","updated_at":"2021-01-04T23:07:27Z","description":"

","description_text":" Type the command /todo in a Slack channel and hit enter.  The task composer pane will appear. Click on the drop-down menu under Space and choose the space/channel for your task.   The task will be set to be created in the default list in that space/channel.  To change lists, click on the arrow next to the list name, and choose the preferred list. Type the task title in the Summary line. You can add a task description in the Description section. Click the drop-down menu under \"Assign to\" to assign the task. Enter a due date either by using the drop-down menu.  Add a due time the same way if desired. Once you are finishing creating your task, click Create. ","seo_data":{"meta_title":"How to create a task using the Task Composer in Slack","meta_description":""},"tags":["create tasks","slack","tasks"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000165239,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:49Z","category_id":61000080941,"folder_id":61000195742,"title":"How to view open tasks in Slack","updated_at":"2021-01-04T23:07:26Z","description":"In Slack, you can view open tasks in several ways:

Viewing the open tasks in a channel or space using the /todo command

Type /todo list and hit enter

The list of open tasks will appear in the channel.  This list will only be visible to you.

Viewing your Personal tasks in Slack

","description_text":"In Slack, you can view open tasks in several ways: You can view open tasks in a channel by using the /todo list command You can view your open Personal tasks by using the /mytodo list command You can view tasks in your daily reminders - for information on setting your daily reminder preferences, click here. You can set a custom task reminder - for information on setting custom task reminders, click here.  A Premium (paid) plan is required for saved searches and custom reminders. Viewing the open tasks in a channel or space using the /todo command Type /todo list and hit enter The list of open tasks will appear in the channel.  This list will only be visible to you. Click on the ellipses (three dots) to complete or edit tasks using the message menus.  For more information on how to do so, click here.   To open the task in the Workast web app, click on the task title. To share the list with the channel, making it visible to everyone in the channel, click the \"Share in conversation\" button. To open the corresponding space in Workast, click the \"Open in Workast\" button. To dismiss the list, click the \"Dismiss\" button. Viewing your Personal tasks in Slack To view your Personal tasks, type /mytodo list and hit enter.  You can do so in any Slack channel.  The list is private and cannot be shared. Please note - Personal tasks are only tasks in your Personal space. To learn more about Personal tasks, click here. Your Personal tasks will appear. Click on the ellipses (three dots) to complete or edit tasks using the message menus.  For more information on how to do so, click here.   To open the task in the Workast web app, click on the task title. To open the corresponding space in Workast, click the \"Open in Workast\" button. To dismiss the list, click the \"Dismiss\" button. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":13,"feedback_count":0},{"id":61000165170,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:32Z","category_id":61000080941,"folder_id":61000195742,"title":"Editing a task and adding a description in Slack ","updated_at":"2021-01-04T23:07:26Z","description":"

Editing a task and adding a description can be done within Slack by using the drop-down message menu.

You can also edit a task and add a description by using the drop-down menu after using the /todo list command.

   

To learn how to edit a task name in the Workast web app, click here. 

","description_text":" Editing a task and adding a description can be done within Slack by using the drop-down message menu. Click on the drop-down menu (the ellipses - the three dots) under the task in Slack and select \"Edit.\" A dialogue window will appear which will allow you to edit the name of the task and add a description. Edit the task as needed then click \"Save\" to confirm the changes. You can also edit a task and add a description by using the drop-down menu after using the /todo list command. Type /todo list in the channel containing the task that you'd like to edit. Click on the ellipses (the three dots) next to the task name, and select \"Edit.\"  Edit the task as needed, then click \"Save\" to confirm the changes.     To learn how to edit a task name in the Workast web app, click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":6,"feedback_count":0},{"id":61000165242,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:50Z","category_id":61000080941,"folder_id":61000195742,"title":"Message menus in Slack","updated_at":"2021-01-04T23:07:25Z","description":"Message menus in Slack are a great way to edit and customize tasks without having to leave the Slack environment.  All of the following are possible either by using the menus after a task is created or by using the menu after using the /todo list command:

To use the menu after a task is created, click on the ellipses (three dots) directly underneath the task.  

To use the menu after using the /todo list command, select the task that you'd like to edit, the click on the ellipses (three dots) to the right of the task title.

Completing a task using the message menu

To complete a task using the message menu, click on the ellipses (three dots) then select \"Complete.\"  A channel notice will occur to confirm task completion.

Assigning tasks using the message menu

To assign a task to a user, click on the ellipses (three dots,) select \"Assign\" and then select your assignee.  If the task hasn't been assigned during task creation, you can also use the quick assign button underneath the task.

As stated above, you can use the menu after using the /todo command as well, by clicking on the ellipses and selecting \"Assign.\"

Adding or editing a due date using the message menu

To add a due date , click on the elipses (three dots,) select \"Edit,\" which will bring up your task details. Click on \"Pick a date\" or the existing due date.  Click on the calendar to set or change the due date then click \"Save.\"  If there is no due date when the task is created,  you can click the due date shortcut to add a due date.

Editing a task and/or adding a description using the message menu

To either edit a task name and/or add a description, click on the ellipses (three dots) and select \"Edit\" from the drop-down menu.  A pop-up window will appear to enable you to edit the task and add a description.  Remember to click \"Save\" to save your changes.

Adding a comment using the message menu

To add a comment to a task, click on the ellipses (three dots,) then chose \"Add comment\" from the menu, and add your comment in the window that appears.  Hit \"Save\", and a confirmation message will appear that your comment has been saved.

Removing a task using the message menu

To remove the task, click on the ellipses (three dots) and then select \"Remove.\"  The task will be removed.  Click \"Dismiss\" to delete the task removal message.

Moving the task to a different list in the space or channel

Looking for a quick start guide to using Workast in Slack? Click here.  ","description_text":"Message menus in Slack are a great way to edit and customize tasks without having to leave the Slack environment.  All of the following are possible either by using the menus after a task is created or by using the menu after using the /todo list command: Completing the task Assigning the task to yourself or others Adding or changing the due date Editing the task and/or adding a description Adding a comment Removing the task Moving the task to a different list in the space To use the menu after a task is created, click on the ellipses (three dots) directly underneath the task.   To use the menu after using the /todo list command, select the task that you'd like to edit, the click on the ellipses (three dots) to the right of the task title. Completing a task using the message menu To complete a task using the message menu, click on the ellipses (three dots) then select \"Complete.\"  A channel notice will occur to confirm task completion. Assigning tasks using the message menu To assign a task to a user, click on the ellipses (three dots,) select \"Assign\" and then select your assignee.  If the task hasn't been assigned during task creation, you can also use the quick assign button underneath the task. As stated above, you can use the menu after using the /todo command as well, by clicking on the ellipses and selecting \"Assign.\" Adding or editing a due date using the message menu To add a due date , click on the elipses (three dots,) select \"Edit,\" which will bring up your task details. Click on \"Pick a date\" or the existing due date.  Click on the calendar to set or change the due date then click \"Save.\"  If there is no due date when the task is created,  you can click the due date shortcut to add a due date. Editing a task and/or adding a description using the message menu To either edit a task name and/or add a description, click on the ellipses (three dots) and select \"Edit\" from the drop-down menu.  A pop-up window will appear to enable you to edit the task and add a description.  Remember to click \"Save\" to save your changes. Adding a comment using the message menu To add a comment to a task, click on the ellipses (three dots,) then chose \"Add comment\" from the menu, and add your comment in the window that appears.  Hit \"Save\", and a confirmation message will appear that your comment has been saved. Removing a task using the message menu To remove the task, click on the ellipses (three dots) and then select \"Remove.\"  The task will be removed.  Click \"Dismiss\" to delete the task removal message. Moving the task to a different list in the space or channel Click on the click on the ellipses (three dots,) then select \"Edit\" to bring up the task details. Click on the arrow next to the current list name to bring up the lists available in the space. Click on the list where you'd like to move the task. Click \"Save\" to save the change.  Looking for a quick start guide to using Workast in Slack? Click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000165229,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:46Z","category_id":61000080941,"folder_id":61000195742,"title":"How to remove or delete a task","updated_at":"2021-01-04T23:07:24Z","description":"When you first create a task in Slack, a drop-down message menu is available underneath the task.

Click the ellipses (three dots) and then select \"Remove.\"

If the task was created a while ago, you can still delete the task.

Use the /todo list command to bring up the list of tasks in the channel, then click on the ellipses (three dots) to the right of the task that you'd like to delete, then select \"Remove.\"

 

To learn how to delete a task in the web app, click here. ","description_text":"When you first create a task in Slack, a drop-down message menu is available underneath the task. Click the ellipses (three dots) and then select \"Remove.\" If the task was created a while ago, you can still delete the task. Use the /todo list command to bring up the list of tasks in the channel, then click on the ellipses (three dots) to the right of the task that you'd like to delete, then select \"Remove.\"   To learn how to delete a task in the web app, click here. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":2,"thumbs_down":1,"hits":1,"feedback_count":0},{"id":61000165202,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-03-04T01:30:40Z","category_id":61000080941,"folder_id":61000195742,"title":"How to leave a comment on a task in Slack","updated_at":"2021-01-04T23:07:23Z","description":"Comments on a task show up in the task detail in the Workast Dashboard.  When you add a comment to a task, any users that are following the task will receive a notification in their Workast channel in Slack.

In Slack, you can leave a comment on a task in three ways:

 Commenting on a task immediately after task creation

Commenting on a task after using the /todo list command

Commenting using the \"Add Comment\" button in your Workast channel

If you want to learn how to tag users in comments in the Workast web app, click here. 

","description_text":"Comments on a task show up in the task detail in the Workast Dashboard.  When you add a comment to a task, any users that are following the task will receive a notification in their Workast channel in Slack. In Slack, you can leave a comment on a task in three ways: By using the drop-down message menu immediately after a task is created By using the drop-down message menu  after typing the /todo list command in a channel By using the \"Add comment\" or \"Reply\" buttons with task notifications in your Workast channel.  Commenting on a task immediately after task creation Click on the ellipses (three dots) underneath the task creation message, then select \"Add comment.\" Type your comment in the text box.  Click \"Send\" when you are done to add the comment to the task.  You will receive a confirmation that the comment has been saved.  Users following the task will receive a notification in their Workast channel, informing them about the comment. Commenting on a task after using the /todo list command Type /todo list to bring up the list of open tasks in the channel. Click on the ellipses (three dots) next to the task, then select \"Add comment.\" Type your comment in the text box.  Click \"Send\" when you are done to add the comment to the task.  You will receive a confirmation that the comment has been saved. Commenting using the \"Add Comment\" button in your Workast channel When you receive a notification about a task in your Workast channel, there is an \"Add Comment\" button available for you to add a comment. Click the \"Add Comment\" button, then type your comment.  Click \"Send\" to confirm and save your comment.    If you want to learn how to tag users in comments in the Workast web app, click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":4,"thumbs_down":0,"hits":0,"feedback_count":0},{"id":61000165164,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-03-04T01:30:31Z","category_id":61000080941,"folder_id":61000195742,"title":"Why can't I access a task? ","updated_at":"2021-01-04T23:07:22Z","description":"When you click on a task ID or a link to view the web app from Slack, you may not be able to access the page that is requested.

You will see a message like the one below.

There is multiple reasons why you cannot access the task and each will be discussed, and what you can do to resolve this:

You don't have access to see the list
  1. Open Slack and go to the channel / conversation where this task is located.
  2. In this channel, type: /todo list - This will give you access to the channel and make you part of the space in the web app.
  3. Click on the task ID again to access the task.

You should be able to access the task.

If this does not work, follow the instructions below to log out of your Slack team

You are logged in with a different Slack team

A reason why you may not be able to access a task is because you are logged in with a different Slack team, and not the Slack team that the task belongs to.

  1. To check your Workast teams, click on this link: https://my.workast.io
  2. Click on the team in which the task belongs to log in.  Once logged in, you should then be able to access the task.  
","description_text":"When you click on a task ID or a link to view the web app from Slack, you may not be able to access the page that is requested. You will see a message like the one below. There is multiple reasons why you cannot access the task and each will be discussed, and what you can do to resolve this: You don't have access to see the list. You are logged in with a different Slack Team. You don't have access to see the list Open Slack and go to the channel / conversation where this task is located. In this channel, type: /todo list - This will give you access to the channel and make you part of the space in the web app. Click on the task ID again to access the task. You should be able to access the task. If this does not work, follow the instructions below to log out of your Slack team You are logged in with a different Slack team A reason why you may not be able to access a task is because you are logged in with a different Slack team, and not the Slack team that the task belongs to. To check your Workast teams, click on this link: https://my.workast.io Click on the team in which the task belongs to log in.  Once logged in, you should then be able to access the task.   ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":1,"hits":2,"feedback_count":0},{"id":61000274453,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-06-08T19:10:01Z","category_id":61000080941,"folder_id":61000195742,"title":"How to react (emoji) to a comment in Slack","updated_at":"2021-01-04T23:07:22Z","description":"

Want a quick, easy, and fun way to respond to a task comment?  Use your Slack emojis!

You can react to a comment using the following emoji and task followers will receive a notification:

To react to a comment:

Quick tip - notifications will only be sent from Workast when you react to a task comment.

To learn how to leave a comment on a task in the Workast web application, click here. 

","description_text":" Want a quick, easy, and fun way to respond to a task comment?  Use your Slack emojis! You can react to a comment using the following emoji and task followers will receive a notification: To react to a comment: Open your Workast channel in Slack. Find your comment. Mouseover the comment to bring up the reactions option. Choose one of the above reactions. A notification will be sent to task followers. Quick tip - notifications will only be sent from Workast when you react to a task comment. To learn how to leave a comment on a task in the Workast web application, click here.  ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":2,"feedback_count":0},{"id":61000275942,"type":1,"status":2,"agent_id":61001396131,"created_at":"2020-06-23T19:04:43Z","category_id":61000080941,"folder_id":61000195742,"title":"Creating a task from a Slack message","updated_at":"2021-01-04T23:07:21Z","description":"

 To learn more about using Workast in Slack, click here.

","description_text":" Mouse over to the right of the text, then click on the 3 horizontal dots (\"more actions\" button.) Select \"Create a Task.\" A dialogue box will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited. The task will be set to be created in the same channel/space but you can change the space at the top by clicking on the arrow next to the space/channel name.  Adjust the list if needed the same way. You can also add a description, assign the task to team members, and add a due date as applicable.  Click on the drop-down menus to add assignees and due dates. Click \"Create\" to create the task.  (To cancel the task creation, select \"Cancel.\") The task will then be created.  The standard drop-down message menu is available under the task creation message if you need to edit the task.  To learn more about using Workast in Slack, click here. ","seo_data":{"meta_title":"How to create a task from a Slack message","meta_description":""},"tags":["create tasks","slack","tasks"],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":1,"feedback_count":0},{"id":61000284647,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-10-06T17:59:11Z","category_id":61000080941,"folder_id":61000195742,"title":"How to use the shortcut button in Slack (lightning bolt)","updated_at":"2021-01-04T23:07:21Z","description":"

The shortcut button in Slack (lightning bolt icon) can be used to quickly find and use your Slack actions and apps.  It can be found to the left of the message field.

Clicking on the shortcut button will bring up the shortcut menu. 

If you don't see Workast in your list immediately, you can either scroll down or use the search box and type in \"Workast\" to locate it. 

The shortcut button allows you to:

Click on the links to learn more about task creation in Slack and the forms integration.

","description_text":" The shortcut button in Slack (lightning bolt icon) can be used to quickly find and use your Slack actions and apps.  It can be found to the left of the message field. Clicking on the shortcut button will bring up the shortcut menu.  If you don't see Workast in your list immediately, you can either scroll down or use the search box and type in \"Workast\" to locate it.  The shortcut button allows you to: create tasks  fill out previously created forms Click on the links to learn more about task creation in Slack and the forms integration. ","seo_data":{"meta_title":"","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":4,"feedback_count":0},{"id":61000286477,"type":1,"status":2,"agent_id":61003830981,"created_at":"2020-11-23T19:29:41Z","category_id":61000080941,"folder_id":61000195742,"title":"How to create a task using the shortcut key (lightning bolt) in Slack","updated_at":"2021-01-04T23:07:20Z","description":"

To create a task using the shortcut key:

","description_text":" To create a task using the shortcut key: Click on the shortcut key (lightning bolt) Scroll down until you see Workast and then click on it to bring up your Workast shortcut options. Click on \"Create a task\" to bring up the task composer Alternatively, you can type \"todo\" in the dialogue box and then hit enter twice to bring up the task composer. To learn how to use the task composer, click here. You can also use the shortcut key to submit a form or create a Personal task.  ","seo_data":{"meta_title":"How to create a task using the shortcut key in Slack","meta_description":""},"tags":[],"attachments":[],"cloud_files":[],"thumbs_up":0,"thumbs_down":0,"hits":0,"feedback_count":0}]]}}}