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Knowledge base
Getting Started with Workast
START HERE
2
Quick Start Guide: How to use Workast
Quick Start Guide: Using Workast in Slack
Next Steps
5
How to create a project or event
Create your first task
How to see what I'm working on
How to get to the Workast Web Application
System Requirements and Supported Browsers
How to guides
Creating and Managing Tasks
20
How to create a task in Workast
How to edit the name of a task
How to clone or duplicate a task
How to create a subtask
How to edit or customize a subtask
View all 20
Premium features
3
Using Slack's Workflow Builder with Workast*
How to set custom task reminders for yourself and your team*
Task dependencies*
Premium subscription
0
Completing Tasks
3
How to complete a task
How to see completed tasks
How to undo or reopen a task that was marked as completed
Due dates
4
How to set a due date on a task
How to delete or remove a due date from a task
How to create or edit repeating or recurring tasks
Tasks/Events with Time Durations - How to add a start and end/due time to a task
Assigning and Following Tasks
4
How to assign a task to a team member or to myself
How to unassign a task from myself or a team member
How to see all the tasks assigned to you
How to follow and unfollow a task
Tags
2
How to create and use a tag*
How to edit a tag
Spaces
12
How to create a new Space
How to create a private space - by invite only
How to join a space
How to Edit or Change the Name of a Space
How to change the order of tasks in a Space
View all 12
Lists
4
How to edit and move lists and columns
How to set or change the default list
How to delete a list or column
How to create a list or column
People
3
Direct spaces
Removing users from People view in Workast
How to add users to the Direct space view in Workast
Views
5
Calendar
Using the Calendar in a Space
Using the Board View
How to see the activity on a task
The Timeline View
Detailed Instructions
5
Saved Searches and Exporting Search Results
Advanced searches and reports
How to download reports as a CSV file
How to use the quick search
How to add a task description
Account Management
14
Setting your time and date preferences
The Admin User Role
Guest accounts
How to add additional users to your Workast team
Why did my team get deactivated?
View all 14
Integrations
0
Release Notes
7
Release notes - 1/14/21
Release notes - 1/28/21
Release notes - 2/11/21
Release notes - 2/25/21
Release notes - 3/11/21
View all 7
Slack
Creating and Managing Tasks
17
How to create a new task in Slack
Creating a task using the /todo command in Slack
Creating a task using the task composer in Slack
How to view open tasks in Slack
Editing a task and adding a description in Slack
View all 17
Completing Tasks
2
How to complete a task in Slack
How to complete a task in my Personal space/todo list from Slack
Due Dates
2
How to set and edit the due date of a task in Slack
How to bypass the automatic due date during task creation
Assigning Tasks
2
Adding participants to a space in Slack
How to assign a task to a team member or to myself in Slack
Spaces and Lists
9
How to create a Workast Space in Slack
How to create a to-do list/space in a private channel*
How to create a Space in a direct message in Slack
How to connect an existing space to a Slack channel
How to disconnect or change the Slack channel linked to an existing space
View all 9
Reminders and Notifications
7
How to customize notifications and daily reminders from Workast
Turning off notifications for assigned tasks
How to turn off all notifications from Workast
How to turn off or turn on notifications in a Slack channel when a task is completed in Workast
What are daily reminders and how do they work?
View all 7
Getting Started
1
Using the Task Composer in Slack
Workast Mobile
How to use Workast on Mobile
6
How to download and sign in to Workast Mobile
How to create a task in Workast Mobile
How to logout of Workast Mobile
How to complete a task
How to adjust or turn off notifications on Workast Mobile
View all 6
Accessing Workast Mobile
0
Extensions
General extensions
8
Using the Google Drive extension
Managing apps and extensions in a space
Time Tracker - How to log and track time on a task
Calendar Sync Extension*
Creating and using Forms in Workast
View all 8
Developer extensions
3
Using the Bitbucket extension
Incoming Webhooks
How to generate an API token
Zapier
1
Using the Zapier Integration
Importing tasks
2
How to import tasks from a CSV file
How to import tasks from Trello
Manage billing, payments and plans
Start here
9
Service Level Agreement
How to update team billing and credit card information
30-day Task Retention and Archived Tasks
How to upgrade only my team or department
How to create a department within your Workast team
View all 9
Feature Requests
Requests
1
Feature Requests for Workast
Release Notes
2018
14
Release notes 5/13/18
Release notes - 5/31/18
Release notes - 6/15/18
Release notes 6/28/18
Release notes - 7/13/18
View all 14
2019
13
Release notes - 01/10/2019
Release notes - 2/7/2019
Release notes - 2/21/2019
Release notes - 3/14/19
Release notes - 4/18/2019
View all 13
2020
4
Release notes - 4/20/20 - Beta
Release notes - 3/30/20 - Beta
Release notes - 3/30/20 - Beta
Release notes - 4/20/20 - Beta
2021
0