With Productive's integration for Slack, you can receive notifications in your Slack
application as well as create tasks directly from Slack.
Setting up the Integration
1) To enable the integration with Slack, go to your Settings and select App Marketplace:
2) Look up Slack, or select General purpose under "Categories".
3) Select "Personal Slack integration" and click on "Connect app".
4) You will receive the following message in Slack, so go ahead and click on Allow.
5) The next step will help you adjust your integration settings like:
Receiving notifications from Productive in Slack.
Syncing your time-off status from Productive with your Slack status.
Displaying the task preview when a task link is sent or received via Slack.
Having the task preview expanded or compact.
6) After saving the changes, you'll get a welcome message in Slack from Productive summarizing your Slack integration.
7) Productive will now be shown in your Apps list in Slack.
Available Commands in Slack
There are several commands currently available with the Slack integration:
/productive help
/productive settings
/productive task
Productive Help
The Help command will list available shortcuts as well as available Productive commands.
Productive Settings
The Settings command allows you to change settings for:
Notifications: turn on/off notifications as you have defined in your Productive notification settings. Currently works only for comment notifications.
Link previews: turn on/off link previews for all tasks, or turn them on for public tasks only.
Status sync: your time off events will automatically be shown in Slack. For more information, please refer to the following article.
Changing the current (active) organization: if you are a part of multiple organizations, you can change the current organization here.
Productive Task
The Task command allows you to create a task directly from Slack. There are three ways how to create a task.
1) /productive task
Simply type in "/productive task" into Slack after which you will select the project.
Enter the task details and click "Create" to create a task in your designated project and task list in Productive.
Note: The task created with this shortcut will be visible only to you in Slack.
2) Slack Shortcut
The second option is to click on the Run shortcut icon in Slack, type in "task" and select the option to create a task from the dropdown menu.
Note: The task created with this shortcut will be visible only to you in Slack.
3) From Message
The third way of creating a task is directly from a message in Slack. Click on more options right to the message and select Create a Task.
After selecting the project you want to assign this task to, you will notice the Description is automatically populated with the message from Slack in the following window.
Tip: Enable the "Add link to Slack message" option to attach a Slack message link directly to the task in Productive.
Note: The task created with this shortcut will be visible to you and other Slack channel members.
Manage Productive Tasks in Slack
After creating a task through Slack, task links are posted into Slack. They will contain task information and people will also be able to perform the following actions on the task:
Close the task (or reopen it if it has been closed)
Change the assignee
Change the task list
Change the due date
Quick Reply directly from Slack
When you receive a notification in Slack about a change or update in Productive, you can reply directly without leaving Slack.
Simply click Quick Reply, enter your response in the pop-up window, and send it. Select View Comment to open Productive at the exact spot where the comment was made.
Notes
If the Slack integration has been enabled but the link preview (unfurl) is not working:
Check if the task link you are sending is private or public and how the task preview (unfurl) settings are set up - on, off, or on for public tasks only.
Contact your Slack workspace administrator to check if app.productive.io has been blocked under the workspace settings: Administration > Settings & Permissions > Attachments
For more information on the privacy policy, please follow the link below:
https://productive.io/trust/privacy-policy/