Many teams use a plethora of tools in their day-to-day operations which can be hard to manage.
You can add it to one Slack workspace, more than one workspace or organization-wide in Slack.
Connect Process Street to Slack now:
Users: All users can access the Slack App.
You can work on tasks, approvals, and complete workflow runs without needing to open Process Street.
And for tasks you’ve been assigned to approve, you can approve or reject them with the click of a button.
All of your Process Street notifications will appear in Slack. You will receive instant notifications when:
This means that you could turn off your email notifications from Process Street and focus entirely on what’s happening in Slack.
This allows you to focus on the work that’s important to you, without navigating away from Slack. And you’ll have one less tab open on your browser 😉
You can set up the app in any or all of your Slack workspaces.
To add the app across multiple workspaces, you can set this up from the Integrations section of your admin dashboard in Slack. Learn more about managing apps on Enterprise Grid.
Login to your Process Street account and your Slack account to get started.
Search the app directory for “Process Street” and choose the app shown below.
Only one person needs to add the app from the directory, which makes it available for your whole workspace.
Click “Allow” which creates a new channel for you, ready to start receiving notifications and tasks to work on.
Once you have authorized your new organization, you will receive a message like the one below, after which you and your team can start working directly from Slack.
Upon installation, Process Street for Slack will automatically detect if your team members are using Slack. Those who are will start receiving notifications for any task assignments, approvals, due dates, or mentions without any extra configuration on their part.
The Slack App notification works for the Guests of your Slack workspaces as well. This will work for them in the same way as it does for your regular members as mentioned above.
Note: If the app is removed, this removes it from the entire workspace, not just for that user.
Manage app installation settings for your workspace in Slack.
If you @mention colleagues from a Process Street organization, they will also need to have installed the Slack app for the same organization to receive notifications from you.
If you want to stop notifications at any time type “disconnect” in the Process Street Slack channel, or “connect” to start receiving notifications again.
You can adjust how you see or hear Slack notifications on desktop, iOS or Android by configuring your notifications in Slack.
If you have multiple organizations in Process Street, you can configure the desired organization for your Slack app.
To do this, navigate to your Process Street app in Slack. Switch to the About tab and click on Configuration. You will be redirected to your Slack app directory where you can make the changes.
Navigate to the top right corner, where you can switch your Process Street organization then click Open in Slack to be taken back to your Slack app.
Note: If you receive cross-organization messages in your Slack app, disable and re-enable the app in your desired organization.
There are certain actions that you will need to open up a workflow run or sign into Process Street to perform.
You’ll need to open a workflow run in Process Street to:
You’ll need to sign into Process Street to:
The Process Street Slack app is available in English.
If English isn’t your first language, you can translate messages inside Slack.