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 private space/channel* in which your are member.
Please note that People and Personal spaces must have tasks created in Slack, the web app, or the mobile app as email task creation is not available in those spaces at this time.
* certain features are such as tasks in private spaces/channels are only available with paid Workast plans. To learn more about our plans, click here.Finding the email address for you space
- To find the email address to use to create a task in your space, click on the envelope icon in the top right of your space.
- A dialogue will open, showing your space email address, which is generally firstname.lastname@example.org/io.
- You can click on the "Copy email address" button to copy the email address to your clipboard.
Creating the task
- Open the email account that is associated with your Slack/Workast account and compose a new email. You can copy the email address from the bottom of the space into the "To:" section, or even save the address as a contact.
- You will only be able to successfully email the task to one space. If you enter the email to multiple spaces, the task will only be created in the first one.
Quick tip - you can also enter the space email address in the BCC section to successfully create the task. That can be useful if your team may "reply all" to the task creation email as it will prevent duplicate tasks from being created.
- The subject line in your email will be the task title. For example, if you want to create a task to prepare invoices for ABC plumbing in your customer support space, your email subject line would be "Prepare invoices for ABC plumbing."
- Send the email to create the task. You will get an email receipt confirming the that the task has been created, and with a link to the task.
- You can click on the task link to open the task in the Workast web app.
- Tasks automatically get created in the default list in the space.
Adding a task description/email signatures
- Please note - any text in the body of the email will be added as the task description. You can either enter a description or leave the body of the email black - however, if you have an automatic signature in your email, it will show in the task description if it's not deleted.
Assigning the task
- To assign the task you are creating, add the email of the assignee(s) as additional recipients. For example, if I wanted to assign the task "Prepare invoices for ABC Plumbing" in the customer support space to both Blake and Sarah, the email I would send would look like this:
- The created task would look like this:
- You can assign tasks to yourself and any user in the channel/space, with no assignee limit. Users that are assigned a task will receive a copy of your task creation email, as well as the task creation email, and the Workast notification that they have been assigned a task.
Adding followers to your task
- Along with adding assignees, you can also add task followers. Simply add the email of anyone you want to add as a task follower in the CC section of your task creation email. So, if I wanted to assign Kay as a follower to the above task, and add a description that she was following the task to help with questions, the email I would send would look like this:
- The task created from that email would be:
- You can only add people as task followers. Adding an email for a space in the CC section will not be successful.
Adding an attachment or file to a task created by email
- You can add an attachment to a task created by email. Attach your file or files to the email, addressing them as instructed above, and adding assignees and followers if desired.
- The created task from that email would be:
Please note - due dates will need to be added to tasks after the task has been created.