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On TeamGantt

How to Use TeamGantt's Slack Integration

Laura LaPrad
October 15, 2018
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Ever wish you could magically transform a Slack chat request into a TeamGantt task? Consider your wish granted. ✨

Introducing TeamGantt for Slack, an integration that enables you to turn team collaboration into instant project action with ease. Here’s a quick look at the features TeamGantt for Slack brings to the table:

  • Create new tasks in a flash: Add new tasks to your TeamGantt projects using actions or slash commands.
  • Stay on top of daily tasks: View your daily task list and update task progress right from Slack.
  • Quickly access active projects: Pull a list of active projects into Slack—and filter by search terms.
  • Manage your notifications: Choose when and how often you want to be notified about TeamGantt tasks.

Let’s take a tour so you can see how it works and start working smarter today.

How to connect TeamGantt with Slack

Ready to get started? Awesome! Here’s how to integrate TeamGantt with Slack.

  1. First things first, you’ll need a TeamGantt account to make the connection. If you don’t have one, you can sign up for free.
  2. Your next step is simple. Go to TeamGantt’s Slack integration page, and click the big blue Add to Slack button at the top of the page.

You’ll need to give TeamGantt permission to share some basic info with Slack to make the integration work properly. Review those permissions, then click the green Authorize button to finalize the integration.

Authorizing the TeamGantt for Slack integration

How TeamGantt’s Slack integration works

TeamGantt and Slack go together like peas and carrots. Here’s a quick rundown of the features available in TeamGantt’s Slack integration so you can make the most of this new app connection.

Create new tasks

You have 2 options for creating TeamGantt tasks directly from Slack so nothing slips through the cracks.

Option 1: Use Slack actions to create a new task.

  1. Hover over the Slack message you want to take action on, and click the 3 dots that appear to the right.
  2. Select Create Task from the action menu.
  3. The task name will default to the Slack message text. Go with the default, or give the task a name of your own.
  4. Choose the project you want to add the new task to.
  5. Click the green Create button to add the task to TeamGantt.
Creating a new TeamGantt task using Slack actions

Option 2: Use the /tg create task slash command to add a task.

  1. Type /tg create task into a Slack message.
  2. Enter the task name, and choose the project you want to add it to.
  3. Click the green Create button to add the task to TeamGantt.
Creating a new TeamGantt task using slash commands

💁Tip:

Be sure to assign the task to a team member and schedule start and end dates in TeamGantt once the task has been added from Slack.

View and update daily tasks

Staying on top of your TeamGantt tasks is easy in Slack. Here’s how it works.

  1. Type /tg today into a Slack message, and hit Enter to view a list of your daily tasks.
  2. To update a task’s Percent Complete or add a comment to a task directly from Slack, click the Quick Update button.
  3. To view or update even more task information, click Open in TeamGantt to go to the task edit screen in TeamGantt.
Viewing and updating your daily task list in Slack

Access active projects

Want a direct line from Slack to your TeamGantt projects? Simply follow these steps.

  1. Type /tg projects into a Slack message to pull up a list of your active projects in Slack.
  2. Want to filter your project list? Add a search term to the end of the slash command. For example, entering /tg projects website will narrow your list down to active projects with “website” in the name.
  3. From there, you can jump right to the project’s List, Calendar, or Discussion view by clicking on the buttons below the project you want to go to in TeamGantt.
Accessing active TeamGantt projects in Slack

Manage your notification settings

Keep tasks from falling through the cracks with reminders and notifications! TeamGantt’s Slack integration enables you to: 

  • Schedule automated reminders for daily tasks
  • Get notified about task assignments and mentions

Here’s how to configure your notification settings in Slack.

  1. Type /tg settings into a Slack message.
  2. Determine the frequency and time of day you’d like to be reminded about daily tasks in Slack. You can choose to receive task reminders every day, on weekdays or weekends only, or never. It’s up to you!
  3. You'll automatically receive notifications in Slack anytime you’re assigned to a task or mentioned in a comment once you sync your TeamGantt account with Slack. To disable these notifications, select No under the Enable task assignment notifications and/or Enable comment mention notifications options.
  4. Click the green Update button to make it so.
Configuring your TeamGantt for Slack notification settings

Get a handy slash command refresher

Need a quick reminder of the TeamGantt actions you have available in Slack? Simply type /tg help into your Slack message to see a full list of TeamGantt for Slack slash commands.

TeamGantt for Slack slash command reminders

Share your feedback

We’re always looking for ways to make TeamGantt work better for you. So tell us what you think about our new Slack integration, and feel free to share suggestions for other integrations you’d like to see!

Don’t have a TeamGantt account? Sign up today for free!

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