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

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?

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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

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

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

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

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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

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

Requests 1

• Feature Requests for Workast

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