Workast Help Center

Search for answers to your questions by entering keywords below, or look through our knowledge base.

How to use Workast in Slack

Welcome to Workast!  This is a quick guide to show you how to use Workast in Slack

Creating tasks

To create a task in Slack:

  • In a channel or in a direct message, type /todo followed by the task details, including the name of the task, the assignee (if applicable) using the @ key, and the due date (if applicable).  For example - /todo order file folders @kay Thursday 10am
  • Press enter to create the task.  The task will now be created in the channel or conversations, and all participants of the channel can view the task.  As long as they have their notifications turned on, assignees will also get notified of the task in their todobot channel.  (Notifications on is the default setting.)

Assigning tasks to team members or to myself

There are two ways to assign a task in Slack:

  1. When creating a task in Slack
  2. By using the drop-down message menu

When creating a task in Slack:

  • The quickest way to assign a task to a team member or to yourself in Slack is when you create a task
  • To create a new task in Slack, type "/todo" followed by the task details.  To assign a team member when you create the task, tag the team member's username.  
  • To assign a task to yourself when creating the task, replace the username with "@me"

For example:  /todo Arrange conference call @Kay or /todo Team meeting minutes @me

Using Slack buttons and message menus:

  • If you have created a task and you did not assign a team member to the  task, use the drop down menu here to assign the task to yourself or a  team member.
  • When you click the message menu, you will have a few options. Choose "Assign To..." to assign the task to another team member or the "Assign to me" to assign the task to yourself.  
  • Once the user is chosen, the task will be updated with the new assignee.
  • You can follow the same process to assign more than one person to a task

Setting a due date and time

There are two ways to set a due date in Slack:

  1. When creating a task in Slack
  2. By using Slack buttons and message menus

When creating a task in Slack:

  • When you create a task in Slack using /todo you can set a due date and time by typing the due date in the task details.  You can use either an exact date, or a day of the week.  For example: /todo book caterer April 4 9am or /todo webinar planning 4/8/18
  • Please note - the date and time can be in any format recognized by Slackbot, but must be set in the future.  You can create a task that is due the same day, but you must specify a time later than the current time.  For example, if it is currently March 1st at 12:00 pm, you could create a task /todo Emergency meeting 3/1 2pm.

Using Slack buttons and message menus:

  • You can add a due date after you have created a task by using the drop-down message menu
  • After the task is created, click on the message menu, and scroll down to "Set Due Date."
  • A new field will be created which will allow you to enter the due date and time.  There are suggested due date options that you can use, or you can type your own date and time.
  • You can also use this method to edit an existing due date

Completing a task

There are two ways to complete tasks in Slack:

  1. Using the Slack drop-down message menus and buttons
  2. Using the /todo done command in Slack

 

Using the drop-down message menus and buttons in Slack

  • To bring up a list of tasks in a channel, type /todo list.  You can also bring up all of your tasks in any channel by typing /mytodo list.  Either command will bring up a list of tasks.
  • Once the list is shown in the Slack channel, use the drop-down message menu under the heading "Select a task to mark as completed" to select a task.  One the task is selected, it is marked as complete.
  • The channel will be shown a notification that the task is complete.
  • Tasks can also be completed using the drop down menu when they are first created, and in your todobot channel when you are either reminded about or assigned a task by selecting the "complete" button.

Using the /todo done command in Slack

  • To complete a task using the command line, simply type /todo done followed by the four digit blue task ID.  For example - /todo done T112

For more information and assistance

At Workast, we are constantly growing, expanding, and adding new features.

For more information on how to use Workast, our knowledge base can be found at

https://help.todobot.io/

In Slack, you can always type the below for assistance:

/todo help

If you have a question, or a feature suggestion, please submit a ticket to support@workast.io

We’d love to hear from you!

Was this article helpful?
0 out of 0 found this helpful

Comments