How to get started with Rocketlane's Integration for Slack?

Created by Niharika Pandey, Modified on Fri, 30 Sep 2022 at 10:58 AM by Niharika Pandey

Rocketlane's Integration for Slack allows your team members and customers to get notified about project-related activities on their organisation's respective Slack channels. It also allows you to take actions on your project from Slack like updating tasks and replying to conversations on the project chat.

A Slack channel dedicated to each of your Rocketlane projects also lets you have a dedicated space to interact with team members around any topic of discussions related to the project.


Your customers can also connect to their Slack workspace and get updates regarding project related activities.

 




Connecting Rocketlane to Slack


  1. Go to Settings.



  2. Go to Integrations > Slack Integration.



                                                             
  3. Click Log in to Slack.




  4. Click Allow to give permissions to the Rocketlane app to send you notifications on Slack.

    You can choose the Slack workspace where you would like to receive updates from the top right corner.





  5. Your Rocketlane Account is now connected to Slack!



Let's get started with customizing your Slack Integration.








Configuring your Slack Channel Settings 


Slack Channel Settings


Rocketlane's Integration for Slack sends updates to Slack channels. Under the Slack Channel Settings section, you can choose between two options:



  1. Create a new Slack channel for each project to share updates

    This option allows Rocketlane to create a new channel dedicated to each project individually. 

    A new channel will be created on project creation. For existing projects, a new channel will be created automatically when there is an update in the project.


  2. Send updates to a single Slack channel

    This option allows you to choose an existing Slack channel to send all project related updates.

    On selecting this option, the Choose Slack channel dialog box opens. You can choose one from a list of Slack channels and click Save.







Slack Channel Members


Choose which team members are to be automatically added by default as Slack channel members.


  1. Add Team Members

    All team members from the projects will be added to the Slack channel. Any new team members joining the projects in Rocketlane will be added too.



  2. Add the following people from your organisation as default members to every Slack channel

    Add default people who might not be a part of the project but need to also receive Project related updates.





Send Notifications for the following


Choose from a range of customisable notifications that you want on the Slack Channel.


  1. Task
    Notifications related to every task related activity. You can choose which updates you want from the options available.
     
  2. Message
    Notifies on the Slack channel whenever a team member messages on a task, Project chat, status update or any document.





Exploring Rocketlane's Integration for Slack


Let's start with creating a new project and explore the Slack Integration features.

  1. Go to Projects > New Project.


  2. Add the necessary information and click Create project.




  3. You will notice that a Slack channel will be created with the project name and members from the project will be automatically added to this channel.



  4. You will also be updated as and when a team member makes any changes in the project. For example: You will be notified on the Slack channel when a new phase is created.



    By clicking on View Project Plan, you will be redirected to the project plan page.

  5. When you create a new task, you will be notified on Slack. Notice that this Slack message comes with options that allow you to update the Task details right from Slack.






    View Task: Clicking this redirects you to the new task on the Rocketlane dashboard.



    Message: This option allows you to send public as well as private messages in the Conversations tab of a task.

    Click Message. In the Send a task message dialog box, choose from public/ private and type in the message. Click Send.




    The message will be displayed in the Conversations tab of the task.


  6. The overflow icon gives you additional options to perform actions on the task.







    Change Assignee

    Allows you to update assignees to the task. You can add new members or remove members assigned to the task.

    Click Change Assignee

    In the Update Assignment dialog box, choose one or more team members and click Assign

    To remove any current assignees from the task, click on the 'x' icon.






    Update Status: Allows you to change the status of the task.

    Click Update Status

    In the Update Status dialog box, select a status from the options and click Set Status.





    Update Due Date: Change the due date of the task.

    Click Update Due Date

    In the Update due date dialog box, choose a new date and select Submit.










Grouping Notifications


While executing multiple actions in a project during a small period of time, the Slack notifications will be grouped as one notification to avoid spamming.


  • Group by Task:


    When you perform multiple actions involving one task during a short period of time, the notifications are grouped into one. The Slack message will have the details of all the actions performed.
     




  • Group by Event:


    When you perform multiple actions involving one event during a short period of time, the notifications are grouped into one. The Slack message will have the details of all the similar events performed.








Adding Digest Notifications


Digest notifications allow you to be notified about project related activities at the beginning and end of each work-week. 

Incase of a dedicated Slack channel for each project, you will one notification on each channel at the beginning and end of the week. 

In the case of one Slack channel for all projects, you will receive one notification per project on the channel at the beginning and end of the week.

  • Start of the week Digest notifications


    Digest notifications for the beginning of the work-week will have the following updates:
    • Tasks starting this week
    • Tasks due for the week
    • Tasks overdue from last week



  • End of the week Digest notifications


    Digest notifications for the beginning of the work-week will have the following updates:
    • Tasks completed this week
    • Tasks overdue from the previous weeks






Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.


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