Quick Add Syntax

Overview

Use the following syntax to set the attributes of action items added via email, text message or the Quick Add tool at the top of the Workboard window.  (Or, if you're an Outlook user, skip the syntax and just use Workboard's Outlook Add-In to convert emails to action items in just a few clicks!)

Where can you use Quick Add Syntax?

  • Adding an Action Item by Clicking the "+" next to the magnifying glass at the top of the page.
  • In WorkBoard Meetings as a takeaway
  • By Texting or Emailing WorkBoard

How to use Quick Add Syntax

Add the Action Item to a particular Workstream:

Use the # to bring up a search for your available Workstreams that you can add this Action Item to:

Insert

Example: #Pipeline development#

Delegate the Action Item to a specific team member:

@Joan@

Due Date:

!4/31

Update the Priority:

  • {h or {red (for highest priority)
  • {l or {low (for lowest priority, which is the default)

RAG Rating:

  • {r or {red
  • {a or {amber
  • {g or {green

Status:

  • {d or {doing
  • {n or {next
  • {p or {pending
  • {d or {done
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