![]() ![]() You can browse by category or use the search bar. It is the hub for all of your team's Workflows. The workflow library is also the place where you can create and edit your own workflows. The workstreams.ai workflow library is where you will find the Workflows we've designed in-house, divided into categories like marketing, operations, and procurement. Our workflows consist of the following collaboration & productivity tools: Our workflows are fully customizable and guarantee efficient, predictable, and repeatable outcomes at scale. ![]() They are a package of collaborative tools that allows teams to design, develop and utilize tailor-made solutions for their work. Workflows are a great new addition to workstreams.ai that empowers teams to expedite their processes and todos. Tasks moved to your taskboard from other boards will not contain the taskboard-specific custom fields of the taskboards they are moved to. ![]() ![]() Newly-created tasks on this taskboard will also contain the selected custom fields. TIP- Remember, custom fields added from taskboard settings will add that custom field to all tasks on that taskboard. Any custom fields you created will be saved for future use throughout your workspace and can be added to any task on any taskboard you need.Click on newly-created fields to add the necessary task-related information.A task has content in the custom field, deselecting will not remove the custom field from that task (until the content is removed). You can select and deselect multiple fields if needed simply by clicking on them. You can select and deselect an existing field that is already in your custom fields library.Hit Create to create the custom field and apply it to all tasks on your taskboard.Choose what type of input your custom field needs (text, numbers, date, monetary) by selecting the appropriate icon.Click +Create new custom field to add a new field to your taskboard.Click on the Custom fields tab at the top of the taskboard settings modal.Go to your Taskboard settings by clicking the gear icon on the top navigation of your taskboard.Number with a period to give your text a numeric list Add **asterisks** to your text to make it Bold.Microsoft Teams users have their own unique mix of text formatting options that are every bit as powerful at giving clarity and context to any task description. Text formatting options for Microsoft Teams users Add > greater than symbols > to format a quote.Add ```code block``` to further format your code.Add ~tilde~ to text you want to strike through.Add _underscores_ to make your text Italic.Add *asterisks* to your text to make it Bold.Slack users have several great ways to show what they need to show in their tasks’ descriptions. TIP -Enhance your task descriptions with advanced text editing. Type the relevant information required to get your task done.Click on the task box on the Kanban board and "Add description" displays.Select the taskboard where you want to edit a task.Next, type /plan Interview Project Manager and then /plan Send Offer to Project Manager and then /plan Hire Project Manager and all four steps of your plan are in place. Just type /plan Recruit Project Manager and the first step towards hiring is in your plan. That way your brainstorming sessions end up with action items! For example, a team member indicates that a Project Manager also needs to be recruited for the team. TIP-With the Slack app, you can create tasks within a discussion. Click the Recruit Programmers hyperlink to jump to it on the web app where you can also modify task details.Use the Set Status, Assign to or Labels drop-downs to further modify the task. Click the Edit button to add a Due Date or a Description.The Workstreams bot shows the task details in the channel and sets an initial status of planned. Press Enter and the "Recruit Programmers" task is created.Go to the channel where you want to add a task. ![]()
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