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How to set and edit the due date of a task

There are multiple ways to set a due date:

- In Slack while creating a task

- In Slack after task creation using the drop-down message menu

- In Slack using the drop-down message menu under a /todo list

- In the Workast web app during task creation

- In the Workast web app after task creation

Setting a due date in Slack

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.

Please note - setting a due time in Slack must be done during task creation.  To adjust the due time after the task is created, use the web app.

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 elipses (three dots,) select "Edit," which will bring up your task details.
  • Click on "Pick a date" or the existing due date. Click on the calendar to set or change the due date.
  • If there is no due date when the task is created,  you can click the due date shortcut to add a due date.
  • Click "Save" to confirm the change.

Using the drop-down message menu after using /todo list

  • Use the /todo list command in the channel that contains the task to be updated.
  • Select your task from the list.
  • Click on the elipses (three dots) to the right of the task to bring up the editing menu.
  • Click "Edit" which will bring up your task details.  
  • Click on "Pick a date" or the existing due date. Click on the calendar to set or change the due date.
  • Click "Save" to finalizing the change.

Setting a due date in the Workast web app

After you login to Workast with your Slack credentials, you can create tasks and include due dates during task creation, as well as edit existing tasks to update the due date.

 

Setting a due date during task creation:

  • Click on "Add a new task"
  • Type your task title, adding the due date and/or time at the end of the task title.  For example, if you wanted to create a task fill out the new employee paperwork, with a due date of Friday at 12 pm, you'd create a task Fill out the new employee paperwork Fri 12pm
  • If you would like to add an assignee at the same time, hit tab and select an assignee.  Otherwise, hit enter to complete the task.
  • Workast recognizes dates and times in the same way that Slack does, so you are able to enter either the day of the week or the calendar date to create the due date.  

Setting or editing a due date after task creation:

  • Click on a task to expand it
  • Click "Select a due date" if there is no due date, or click on the existing due date
  • A calendar screen will open.  Either type in the due date and time, or use the calendar to select the due date.
  • Click "Save" to confirm the change.  To remove an existing due date, click "Remove."

To learn how to create a task with a start time, click here.

To learn how to create a recurring or repeating task, click here.

 

 

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