Are you looking to keep the whole team in the loop by seamlessly sending messages from monday.com to Slack? Instantly turn updates into messages in Slack so everyone will have the most up-to-date information and be able to work from both platforms and stay synchronized!
With the monday.com integration for Slack, you will also be able to create new items and leave updates on existing items - all without leaving Slack!
- Slack notifications located in a user's profile
- monday.com shortcuts accessed in Slack
Adding the Slack integration
To add the Slack integration, go to the board you want to create an Integration for, click on the Integrate button to open up the Automation center. Then choose the Slack integration banner as shown below.
Once you click on the Slack integration banner, you will find the many different templates that our integration offers! Simply select the integration you wish to use in order to proceed.
After you've selected one of the templates, you will be asked to connect your monday.com account with your Slack account. Follow the steps on your screen to authorize the connection between your monday.com account and Slack.
Now you have successfully connected your account to Slack, and can start building templates to communicate more efficiently with your team!
Configure your templates
Once you've chosen a template and authorized monday.com to integrate with Slack, you will get to the integration window. This is where you will be able to configure the chosen template, customize the message that will be sent, and choose to whom it will be sent!
With the Slack integration, you can choose to notify specific people, everyone, or people within a specific channel.
Mention specific people in a Slack message
When setting up the integration template, you can select the User Name option from the Auto populate fields section at the bottom.
Now, as soon as the status changes to Done, Danielle will then receive the following message in Slack:
Create items and updates directly from Slack
- Create a new item directly from Slack
With the Slack shortcut feature, Slack users with login credentials on your monday.com account can instantly create new items, such as tasks or projects, directly from Slack conversations. Leave important items on monday.com so nothing gets left behind. (The Slack commands are still supported and usable if you prefer using those instead of the new shortcuts!)
To create a new item directly from a Slack conversation, click on the shortcut icon and then select Create a new item.
Next, customize the item you'd like to create. You can even add an update that will display in the Updates Section of your item on monday.com.
- Create updates directly from Slack
With the new shortcut feature, Slack users with login credentials on your monday.com account can also add updates to existing items (tasks or projects) directly from Slack to make sure nothing falls between cracks.
Similar to above, click to locate the monday.com shortcut, and select "Create an item update this time around. From there, type the update you'd like to post and select the board, the group, and the item in your monday.com account and click "Submit"!
Send direct messages in Slack
You can send direct messages in Slack without leaving your monday.com account. Choose the specific person you'd like the message to be sent to and customize your message!
Receive monday.com notifications in Slack
With the Slack Integration, you can check your important monday.com notifications directly in Slack.
How does it work?
When you receive a monday.com notification in Slack, it appears just like all your other direct messages! Depending on your settings, you'll typically see the notification pop up on the right-hand corner of your desktop, and hear the sound that means you've received a new notification!
To view the notification, scroll to the bottom of your left panel under "Apps", and expand the monday.com conversation! From here, you can see a preview of the notification, and can even "Like" it, Reply, and open up the notification in your monday account directly from within Slack!
How do I set it up?
This feature is enabled across your entire account, which means that only one person in your account has to enable or disable this feature for everyone in your account. So if you are the first one in your account to get to it - what do you do?
- If you are setting it up for the first time
Click your profile picture, then click on My profile and navigate to the Notifications tab on the left. In the System Notifications section, click on the Add Slack button to begin the integration setup.
Now, you'll be able to see what monday.com will be able to do and view once this integration is set up. You can click the arrow beside the terms for more information. If you agree with these permissions, click Allow, and on the next screen, Authorize.
- If it is already set up by someone else
While only one person from your monday.com account needs to initially set up the integration, each individual team member must complete one final step. When you try to "Like" your first notification in Slack, you will receive an error message. Simply click on Authorize in order to complete the setup!
- How can I mute notifications?
If you don't want to receive your monday.com notifications within Slack, you can mute them! Head to Slack and scroll down to the bottom of your left pane, where your apps are listed. Right-click on the monday.com app, and then click on Mute conversation:
If you ever want to re-enable your notifications, you can follow the same steps, but this time, click Unmute conversation.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.
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