WORKSECTION

Worksection for Slack

Project Management & Communication synergy.

Connect your Slack and Worksection teams to increase productivity.

First, login to your Worksection account.
If you do not have a Worksection account, create one.

Who can turn the integration on and how can it be done?

Only Owner or Super Administrator with the access to Worksection account’s settings can turn on the integration.

Proceed to the Account section -> Account settings (⌘alt + A) and turn the switch in the Integration block with Slack.



Then you will be offered to choose your Slack team and channel where Worksection notifications will be received...

When everything is done, you will see the following block:


Here you can see which channel of you Slack account will receive relay of notifications1. This is where you can adjust access to the projects2 and, after that, subscription to tasks3. Advanced settings of Slack-bot can be seen on the page of its own profile4.

How does it work, and which notifications are sent to Slack?

Notifications for Slack channel works the same way as notification for any Worksection users.
Having enabled integration with Slack, you get additional bot member with the nickname «Slack». Its only task is to pass on notifications into the Slack channel. The slack-bot relays notifications from Worksection projects or tasks to which he is subscribed


Please, note! By default, the employee-robot Slack is not a member of any project and is not subscribed to any task. As a result, right after having been added to the Slack account, the bot does not relay anything.

What needs to be done so the bot starts publish all the Worksection project’s events into Slack?

First, add the Slack bot to the project’s team1.

Second, subscribe the Slack bot to all the tasks2.

Ready to go! The bot will be receiving notifications and relay them to Slack.

How to send to Slack only certain comments ?

Add the Slack bot to the Worksection project’s team but do not subscribe it to the task. While writing a comment, add to the list only people of the bot that are mentioned once or mention it through @slack in the text of a comment. Done!



After the comment is published in Worksection the Slack bot will send this comment to your Slack channel.


How to customize the types of notifications from Worksection to Slack?

As in the case with a user, the detailed setting of notifications is in the Profile of Slack User.



Jump to Slack user profile and adjust all the necessary parameters of notifications1. Here you can also turn on an automatic subscription to all the new tasks2 (it means that when creating a task, the Slack user will be automatically offered to the list of subscribers). On the same page, you can adjust access of the Slack user to the projects of your account3 as well as do a bulk subscription to all the open tasks it has access to4.

How to turn off the relay into Slack?

In order to turn off Slack for a certain task — just unsubscribe the Slack user from the task.

If you wish to turn off Slack for a project — just remove the Slack user from the project’s team.

If you need to turn off Slack completely — jump to the Account section -> System settings. Turn off Integration with Slack at the level of the whole account.

How to change the Slack channel where notifications from the Worksection are sent?

In order to do this, you only need to update the integration in the Account section -> System settings. Then turn it off and turn it back on again. During the turning-off stage, you can indicate the desired channel.

How does reverse integration from Slack to Worksection work?

Simultaneously with Slack user in Worksection,
a bot-command /worksection (or /ws) appears in Slack.

This is how reverse integration looks schematically:



Accessing WorkSection-bot through / ws (or / worksection) in combination with one of the 4 commands opens a number of possibilities ...

Which commands are used to manage worksection-bot in Slack?

/ws help — reminds of a list of accessible commands and links to Q&A and support


/ws list — provides a current list of projects with cardinal numbers. These numbers will be used to set tasks for a project.



Please, note that this list does not contain all of your worksection projects with only those present where the Slack user was added into the team. The Slack > Worksection integration will work only with such projects.


/ws list N — the list of all open tasks of the project with the N number. Learning about N can be done with the help of the /ws list command


/ws team N — shows the list of all the N project’s team. If you have not indicated the number — the command of the first of the available projects will be shown.



Please, note that this command will be useful if you wish to create a task and assign an executive right from Slack. In order to do this, email of one of the project’s participants needs to be indicated which can be identified with the help of the /ws team N command

/ws add N name_of_task — creates a task in your Worksection account in the project with the number N. Of course, you do not need to remember all of the cardinal numbers; therefore, before setting a task from Slack — obtain a current list of projects with the help of /ws list command



For instance:

1 command /ws add 3 Urgent to do it — creates the «Urgent to do it» task in the project number 3. The same command (without the number at the beginning) will add the task into the first project in the list. If you enable Slack only in one of the projects — there is no need to write a number.

2 after a certain time, Slack will receive a notification from Worksection that the task has been created.



This happens automatically because Worksection, knowing that this task was set from Slack, assigns it as an author by the Slack user. In the role of the author, the Slack user is automatically subscribed to the task notifications and transfers its own notification that such a task is created in the specified channel of your Slack account.

As a reminder, the task from Slack to WS can be set only into those projects whose commands already have Slack bot-users. Also, notifications are transmitted only from such projects back to Slack.


Optional parameters of /ws add command

By default, a task for «any employee» is created with no deadlines or description with 1 priority. However, there are options... Creating tasks from Slack, you can indicate not only the name but also all of the desired parameters.

For example, this command

/ws add 3 Urgent task [10] <[email protected]> (5d)
Add some description here, after Shift+Enter

It will create an «Urgent task» task in the project № 3 with 10 priority, set a project’s member with the [email protected] email address as an executive, and set a deadline for task completion in 5 days. Besides, all the text in the second line becomes the description.



Thus, you can add these optional parameters :
Task priority — write a number from 1 to 10 in brackets
Executive — place the executive’s email in < >
Deadline — Indicate the number of days for the completion in parenthesis (number with the letter d)
Description — move the line with the help of shift+enter. Everything written on the new line will be the description of the task.

Advice: if you do not remember the email address of the employee you would like to assign as an executive of a task — use the /ws team N command. If you do not remember N — the use /ws list command.

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