Workast
How to guides
Detailed step by step guides of all the features in Workast.
Creating and Managing Tasks
- How to create a task in Workast
- How to edit the name of a task
- How to delete a task
- How to add and format a task description
- How to leave a comment on a task in Workast
- How to tag your teammates in a task comment
- How to add an attachment or file to a task
- How to create a subtask
- How to edit or customize a subtask
- How to use custom fields for tasks
- How to copy the link (URL) to a task
- How to copy the task ID and summary
- How to clone or duplicate a task
- How to sort tasks in a space
- Moving tasks
- How to use the multi-select mode in Workast
- My current tasks (How to set a priority or favorite task)
- Personal Tasks in Workast
- Using email to create a task
- Using the Home Page in Workast
- How to turn on or off task creation messages in Slack channels when a task is created in Workast
- How to Convert a Task to a Subtask (and Vice Versa)
- Task dependencies*
Importing tasks
Completing Tasks
- How to complete a task
- How to see completed tasks
- How to undo or reopen a task that was marked as completed
Due dates
- 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
- 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
- How to see everyone’s task
Tags
Spaces
- 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
- How to filter tasks in a space
- Adding participants to a space
- How to remove a participant from a space
- How to Archive or Delete a Space from View
- How to create and use templates
- How to change the privacy settings of a space
- How to add and remove spaces from your list of spaces
- How to create a read-only link for your space
- Direct spaces
Lists
- How to create a list or column
- How to delete a list or column
- How to edit and move lists and columns
- How to set or change the default list
Notes
Views
- Using the Board View
- The Timeline View
- Calendar
- Using the Calendar in a Space
- How to view completed tasks
- How to see the activity on a task
Forms
Calendar & Meetings
Search & Reports
- How to use the quick search
- Advanced searches and reports
- How to download reports as a CSV file
- How to setup report notifications
- Saved Searches and Exporting Search Results
Account Management
- How to login to Workast
- How to create a workspace in Workast
- How to update my profile
- Setting your time and date preferences
- How to customize Workast notifications and daily reminders in Slack
- How to customize your workspace
- The Admin User Role
- How to add additional users to your Workast team
- How to invite additional users to Workast in Slack
- How to manage users in your team
- Guest accounts
- How to create a "View only" account on Workast
- Why did my team get deactivated?
- Something not working?
- How to export your tasks (JSON file)
- How to deactivate or delete your account
- How to delete or uninstall your Workast team