Many teams use a plethora of tools in their day-to-day operations which can be hard to manage.
Connect Process Street to Slack now:
Plan: The Slack App is available on all plans.
Users: All users can access the Slack App.
Work from Slack
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:
- You’re assigned to a task
- You’re assigned to a workflow run
- A task you’re assigned to is due
- An approval task you’re assigned to is ready
- Your work has been approved or rejected
- A comment is left on your assigned task
- You’re @mentioned in a comment
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 😉
How do I set up the app?
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.
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.
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.
More than one organization
You can only receive notifications from 1 organization per workspace in Slack.
If you would like to change which organization you are receiving notifications from, you’ll need to switch organizations from your organization page within Process Street and then click the “Add to Slack” installation link again (at the top of this article).
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.
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.
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:
- Upload files – in the Slack App you can download previously uploaded files
- View videos, embeds, and files (via a link which you can click to view in your browser)
- Add a time to date form fields – you can set the date part in Slack, but not the time part
- Reject an Approval with comments – you can approve or reject without comments in Slack
You’ll need to sign into Process Street to:
- Run a workflow
- Assign users to tasks or workflow runs
- Snooze tasks
- Respond to comments
- Create or change due dates
The Process Street Slack app is available in English.
If English isn’t your first language, you can translate messages inside Slack.