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Creating Tasks Using the Shortcut Button (+)

Creating a task from the shortcut button (+) in the bottom right-hand corner of your screen will allow you to create tasks in any space, in any list, and will also allow you to create multiple tasks in a row without leaving the task creation window.  Here's how:

  • Mouseover the + button in the bottom right-hand corner of the screen in the Workast web app.  The + will turn into a pen icon and the text "Create a task" will appear - click on the pen.
  • A new task creation window will open.
  • If you will be creating multiple tasks, check the "Create another" box in the bottom left
  • In the top of the screen, choose the space where you would like the task from the drop down menu by clicking on the arrow key to the right of the first space name.  
  • Once the space field is chosen, a list field will populate - choose the list for the task in the same way, using the arrow to the right to scroll through the possible lists.
  • Type the task name in the "Summary" field.
  • Enter a description if desired by typing in the description field.
  • Add a due date if desired by clicking the + next to "Due Date" or "Select a due date"
  • Add an assignee if desired by clicking on the + next to "Assigned" or "Assign task to a user."
  • Add a tag if desired by clicking on the + next to "Tag" or "Select a tag"
  • Click "Create" to create the task
  • If you checked the "Create another" box, the task creation field will reappear again so you can create more tasks.  When you are about to finish creating your final task, un-check that box to exit the screen.  You can also select "Cancel" at any time to exit the task creation screen.
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