Creating and Managing Tasks

How to create a task in Workast
Tasks are a simple way to manage your work.  Tasks can be part of a larger project or stand-alone items that need to be completed.   This guide will show yo...
Mon, 4 Jan, 2021 at 3:08 PM
How to edit the name of a task
To edit a task title or name, click on a task to open the task details panel.   Move your mouse/cursor to the task title  Edit the task title as needed....
Mon, 4 Jan, 2021 at 3:08 PM
How to clone or duplicate a task
Cloning or duplicating a task is an easy way to replicate an entire task, without having to type it all again.  You can clone any task, and all of the main ...
Mon, 4 Jan, 2021 at 3:08 PM
How to create a subtask
In Workast, you are able to create a subtask which adds the flexibility of showing smaller or related steps within a larger task. * To create a subtask O...
Thu, 7 Jan, 2021 at 4:43 PM
How to edit or customize a subtask
A subtask adds the flexibility of showing smaller or related steps within a larger task.  They can be edited and customized in the Workast web application. T...
Mon, 4 Jan, 2021 at 3:08 PM
How to add an attachment or file to a task*
You can add an attachment or file to a task or a subtask* in any view in the Workast web app. To add an attachment to a task: Expand the task by clicking...
Mon, 4 Jan, 2021 at 3:08 PM
How to copy the task ID and summary
The task ID is a randomly generated four-digit unique identifier for a task.   It is shown below: You can use the task ID to discuss the task with your team...
Mon, 4 Jan, 2021 at 3:08 PM
Using email to create a task
You can create tasks by sending an email from the email associated with your Slack/Workast account.  You can create a task for any standard public or privat...
Mon, 4 Jan, 2021 at 3:08 PM
How to leave a comment on a task in Workast
Login to Workast. Expand that task that you'd like to comment on by clicking on it. Click on the box which says "Write a comment or project...
Mon, 4 Jan, 2021 at 3:08 PM
How to tag your teammates in a task comment
Do you need to notify a coworker about some important information on a task?  Tagging them in comments will let them know! To tag a user in a task comment:...
Mon, 4 Jan, 2021 at 3:08 PM