Workast

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

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Premium features 3

• Using Slack's Workflow Builder with Workast*
• How to set custom task reminders for yourself and your team*
• Task dependencies*

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

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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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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

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