Using the Workast app

Users can create and manage Workast tasks directly within Team Chat channels using slash commands, message actions, cards, or workflows. Tasks can be assigned to other Zoom users, and users receive bot message notifications for task reminders. IT admins can control the Workast app deployment by approving access for specific users or groups within their organization. This integration helps teams manage tasks without switching between multiple applications.

Requirements for using the Workast app

• A Zoom account
• Zoom desktop app
  • Windows: version 5.13.0 or higher
  • macOS: version 5.13.0 or higher
• A Workast account

How to install the Workast app from the App Marketplace

1. Sign in to the Zoom App Marketplace.
2. Search for Workast.
3. Click Add for Myself.
4. Review the requested permissions and click Authorize.

How to obtain the Workast API token for authorization

1. Use any slash command:
   • /workast home

     This command accesses the main dashboard of the Workast application. From here, you can view your tasks, manage your spaces, and invite team members. It's the central hub for navigating through your Workast activities.

   • /workast spaceTask

     Use this command to manage tasks within a specific space in Workast. It allows you to create new spaces, update existing ones, and manage tasks associated with them. This is ideal for organizing tasks by project or team.

   • /workast newTask

     This command is for creating a new task in Workast. It enables you to quickly add tasks, assign them to team members, set due dates, and provide task details. It's a convenient way to add tasks directly from your chat interface.

     Receive a bot message.
2. Jump to the auth URL.
3. Get the token from Workast:
4. Go to your Workast home.
5. Click Preferences.
6. Create an API token.
7. Copy the API token to the auth URL.

How to use Workast app

Invite your team

1. Use the slash command /workast home.
2. Click the Invite your team button.
3. Select users to invite.

Create a Space

1. Use the slash command /workast spaceTask.
2. If the current channel has not created a space, the space creation page will pop up automatically.

Update a Space

1. Use the slash command /workast spaceTask.
2. Click the Settings button.

Create a new task

1. Use the slash command /workast newTask.

Edit a task

1. Use the slash command /workast spaceTask.
2. Click the Edit task button.

Create a new subtask

1. Use the slash command /workast spaceTask.
2. Click the View details button.
3. Click the New subtask button.

Edit a subtask

1. Get parent task details.
2. View subtask detail.
3. Click Edit.

Add a new comment

1. Get task details.
2. Click New comment.

Complete or undo a task

1. Use the slash command /workast spaceTask.
2. Click the Complete button.
3. Click the Undone button.

Delete a task

1. Get task details.
2. Click the Delete button.

Task notifications

• Created task notification.
• Completed task notification.

How to remove the Workast app

1. Sign in to the Zoom App Marketplace with your Zoom account.
2. In the top right of the page, click Manage.
3. In the navigation menu, click Added Apps.
4. Next to the Workast app, click Remove.
5. Confirm the dialogue and click Remove.

Data Security

• This app has access to the following information on Zoom:
  • View all groups subscribed to by a Zoom user under the Zoom account.
  • View information of a Zoom user under the Zoom account.
• This app has access to the following information on Workast:
  • Create a task in Workast within Zoom Team Chat.
  • Comment a task in Workast within Zoom Team Chat.
  • List all tasks in Workast within Zoom Team Chat.
• This chat app has the following permissions on Zoom:
  • This chat app can send a chat message to an IM channel or Zoom user under the Zoom account.
  • For a comprehensive list of scopes, please visit the app listing.
• Communications between this chat app and Zoom/Workast are encrypted:
  • Protocol: TLS 1.2
  • Cipher suite: ECDHE-ECDSA-AES128-GCM-SHA256
  • Key length: 128 bits
  • Perfect Forward secrecy: YES
• This chat app stores access credentials in the local data store:
  • Workast API tokens and Zoom OAuth credentials (both user-level only) are stored in an encrypted database.