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How to manage high priority tasks across your team

“Urgency makes the difference between practitioners, proclaimers and procrastinators.”   Richie Norton

No one has enough time.  Thankfully, Workast makes it easy to identify and manage high priority tasks so you can effectively prioritize your time with your most crucial tasks.   The first step is to create a "High Priority" tag to label tasks that require immediate action.

Create a "High Priority" tag

To create your tag:

  • Open up a task in Workast by double clicking on it
  • On the right hand side of the screen, either click on the + symbol next to the Tags label, or click on "Select a tag"
  • Select the "Create a new tag" option, then enter the tag name "High Priority" (or another similar name of your choosing) and click on a color choice to assign a color to that tag.  We'd recommend a bright, noticeable color such as red for this tag.  (If you'd like more color choices, select "More colors." )
  • Click "Save" when you are done to create your tag.
  • Click on the tag to add the tag to the task.

Did you know?  You can also create a tag in Slack.  Learn how here.

Label your High Priority tasks

  • Once you've made your High Priority tag, you can label any task with the tag.
  • In Workast, open the task that you want to tag by double clicking on it.  
  • On the right hand side of the screen, either click on the + symbol next to the Tags label, or click on "Select a tag"
  • Click on "High Priority" to select that tag.  If you haven't used the tag in that space yet, type "High Priority" in the "Search for a tag" field. You can select other tags at the same time as well.

Quick tip - search for tasks that you want to tag using our search feature!

Create a custom reminder for your high priority tasks

To ensure your high priority tasks are handled quickly, you can send yourself and your team a reminder of the tasks still pending.  

To create a custom reminder for this (or any) saved search:

  • Click on the reminder icon (clock) in the top right-hand corner of the saved search.
  • The reminder customization panel will open.  Select the day(s) of the week that you'd like the reminder by clicking on the box.
  • Click on the arrow key under the Time heading to scroll and select a time of day for your reminder.
  • If you'd like to send the reminder to another user as well as to  yourself, type his/her name in the search box then click it when it  populates.  Repeat for each additional user that you want to remind.
  • Click "Save" to save your reminder.  

Note -  You can set a reminder for multiple days at the same time.  If  you want to be reminded of the same task(s) on different days at  different days, create an additional reminder for the second day and  time.

  • At the specified time, you'll receive the reminder of your tasks as a Slack notification in your Workast channel.  Any users that you sent the reminders to will also receive the task list.

For more information on custom reminders, click here.

 

Looking for more great ways to user Workast?  Click here for some other suggestions on how to improve your productivity with Workast.

Trying to get the rest of your team to try Workast?  Click here for some onboarding tips and suggestions.

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