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How to create a project or event

Workast is the ideal place to plan, deploy, and complete a project or an event. You can create a Space for the project, create lists, add team members, and assign tasks all within the Workast web app. Click here to sign up. 

Creating a Space for your project

To create a space in the Workast web app:

1

Click on + next to "Spaces" in your left-hand taskbar. A space creation dialogue will open. 

2

Name: Name your space.

3

Type: Pick which type of Space you are creating.

4

Privacy: Select who can join the space. The default selection is "Anyone in the workspace" which makes it a public space.  To change the space to private, click the button next to "Only people invited".

5

Click the blue "Create" button.

6

A new dialogue will open. You can choose to "Start from scratch", pick a custom template (or create one if you haven't), or select one of our Library. Templates are useful if it's a repetitive project that requires the same set of tasks. To learn how to create and use templates click here.

new space 1

You can create a space directly from Slack connected to a channel. Follow this guide to learn how to do it.

Creating lists for your project/event

The next step in creating the space for your project/event is adding lists, which will allow you to seamlessly organize your tasks.

To create lists for your space:

1

Click on the space where you want to create the list.

2

Scroll to the bottom of the page where you will see the option to Create a new list.

3

Type the name of the new list and press enter to create.

4

Repeat steps to create multiple lists.

How to create a project or event 1

The pin icon indicates the default list in the space.  

To set a list as the default list in the space, click on three vertical dots on the right-hand side of the list and click "Make default".

To delete a list in the space, click on the three vertical dots on the right-hand side of the list and click "Remove".

list options

Creating and assigning tasks

Once your lists are created, you can start adding tasks.

1

Click on the +Create new task button under the individual list to create new tasks.

2

Click on the people icon to add assignees, and on the calendar to add a due date. Press "Save" to complete the task.

How to create a project or event 2

You can then click on the task to expand it, allowing you to add a description, attachments, subtasks, tags, custom fields, activity and comments, and other task actions.*

task menu

* Certain features are only available with Premium (paid) Workast plans. For information on our plans, click here.

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