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How to create a task for multiple teammates or users to complete

At times, you may have a task that multiple members of your team need to complete.  Using the task creator in the Workast web app, you can create a task and automatically create a new one for each assignee.  This will allow each user to individually complete the task.

To create your task:

  • Mouseover on the shortcut button (+) in the bottom right-hand corner then click "Create a task" (pencil icon) to open the task creation screen.
  • 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 your first assignee by clicking on the + next to "Assigned" or "Assign task to a user."  Click on the user from the populated list, or enter his/her name in the "Search for a user" field.  
  • Add your next user the same way.  Once you add your second user, a check box will appear under the assignees that reads "Create a task for each assigned" - click that box.
  • Repeat the process to add as many assignees as you wish.
  • Add a tag if desired by clicking on the + next to "Tag" or "Select a tag"
  • Click "Create" to create the task.  This creates a separate task for each of the assigned users to complete independently of each other.
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