WorkastHow to assign a task to a team member or to myself in Slack
Workast + Slack go together like peanut butter and jelly. With Workast, you can create tasks directly through Slack. Listed as an "Essential App" in the Slack marketplace itself, and with a free version, Workast is the easiest way to assign tasks and manage projects in Slack.
So if you are wondering "Can you assign tasks in Slack?" The answer is yes! Here's how it works, or, you can try it yourself here.
There are a few ways to assign a task that will be covered below:
Creating a task in Slack.
Using Slack drop-down message menus.
When creating a task in Slack
The quickest way to assign a task to a team member or yourself in Slack is when you create a new task:
Type "/todo" in the message input field.
After "/todo", specify the task details (e.g., "Email client invitations").
Tag the team member you want to assign the task to by typing "@username" after the task details.
Press Enter to create the task, and the task is automatically assigned to the tagged team member.
The assigned team member will receive a direct message from the Todo bot confirming the assignment.
E.g. /todo Email client invitations @Kay
This will assign the task directly to Kay when creating the task. The assigned team member will receive a direct message from todo bot when they are assigned a task.
If you want to assign multiple team members to the task, simply add more in your task creation line:
E.g. /todo Email client invitations @Kay @Blake @Martha
To assign a task to yourself when creating the task, replace the username with @me. By typing @me at the end of the task, the task will be assigned to you:
E.g. /todo email client invitations @me
Slack message menus
After task creation, you can use the "View details" menu to assign tasks, or the drop-down menu after listing tasks using the /todo list command.
To assign a task in Slack immediately after task creation:
Click on the "View details" button underneath the task creation message.
The "task details" window will pop up. Click "Edit".
Click "Select a user" under "Assign to" to bring up a list of users to assign the task to you or another team member.
Select the team member to assign them to the task.
Click "Save".
To assign a task in Slack after listing tasks using the /todo list command:
To bring up a list of tasks in a channel, type /todo list.
Once the list is shown in the Slack channel, click on the ellipses (three dots) next to the task to bring up the task menu.
Select the "Edit" option which brings up the full task details. Scroll to the "Assigned to" section and add assignees there. Click "Save" to confirm your changes.
The assigned team member will receive a direct message from Workast (under Apps in Slack) when they are assigned a task.
*If you'd like to know how to assign tasks in the web app, click here.
Get more done with Workast and Slack task management.