Creating a task from a Slack message

  • Mouse over to the right of the text, then click on the 3 horizontal dots ("more actions" button.)
  • Select "Create a Task."
  • A dialogue box will appear, allowing you to create a task.  The Slack message will be the default task title but can be edited.
  • The task will be set to be created in the same channel/space but you can change the space at the top by clicking on the arrow next to the space/channel name.  Adjust the list if needed the same way.
  • You can also add a description, assign the task to team members, and add a due date as applicable.  Click on the drop-down menus to add assignees and due dates.
  • Click "Create" to create the task.  (To cancel the task creation, select "Cancel.")
  • The task will then be created.  The standard drop-down message menu is available under the task creation message if you need to edit the task.

 To learn more about using Workast in Slack, click here.

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