TaskRay for Slack can help you get more done more efficiently. With the TaskRay bot, you can easily add tasks to projects, check project status, as well as view and complete your tasks - all while you are in Slack.
- From Setup, navigate to:
- Lightning: Custom Code | Custom Settings.
- Classic: Develop | Custom Settings.
Install the Bot
- Go to https://slack.taskray.com/
- Click on the Add to Slack button.
- Slack will ask you to Sign in to your workspace. Enter your workspace and click Authorize.
- If you are asked to sign in to your workspace, enter your credentials and click Sign In.
- On the next page, click Authorize.
- This will take you to the Salesforce log in page. Enter your Salesforce credentials and click Log In.
Important! The user that is provided during configuration will be automatically assigned as the owner of all tasks created via the TaskRay Slack bot. The Integration User needs to have a TaskRay license and be either a Salesforce API Integration User or a user with full TaskRay permissions, such as a System Administrator. As a reminder, the TaskRay bot operates with the rights of a single user. This means other users can potentially use the bot to see TaskRay data they may not have the rights to see.
- On the Allow Access? page, click Allow.
- Return to your Slack workspace. You should now see TaskRay in the left sidebar. It will have a notification to communicate that it has been installed.
Invite @taskray to Slack Channels
The @TaskRay bot will need an invitation to all applicable channels.
In Slack, within each desired channel, in the message box, type /invite @TaskRay. Once the bot is added to the channel, you will see a confirmation message.
Define Project Nicknames
The TaskRay bot uses the Nickname field on the TaskRay Project object to define which project you want to apply a command to, such as creating a task on a project. In order to use the bot to add tasks to projects, you will need to enter nicknames for desired projects in the Project Details in TaskRay.
Note: If you do not see the Nickname field in Project Details, that means that it has not been added to the Project Field Set. If you would like to add this field to the Project Details layout, your admin would need to modify the Project Field Set (Classic only; Admin instructions below).
- From Setup, navigate to Create | Objects.
- Select TaskRay Project.
- Scroll down to the Field Sets section and click Edit next to TaskRay Project Field Set.
- Move the Nickname field into the In the Field Set container.
- Click Save.
- In TaskRay, in the left sidebar, hover over the project that you want to add a nickname to and click on the More Actions icon that appears.
- Select Edit Project. Alternatively, double click on the project.
- This will open the Project Details. Click Edit.
- Enter a nickname for the project in the Nickname field. Make the nickname easy to remember and relatable to the project name. The nickname will be used in Slack to add tasks to projects.
Note: Project Nicknames must be unique (no two projects can have the same nickname) and may not include spaces.
Using the project nickname field, it is possible to quickly add a task from Slack and associate it to the correct project.
- First, make sure the project that you want to add a task to has a nickname.
- In Slack, type @TaskRay add <project nickname> <task name> (e.g @TaskRay add Onboarding Send welcome email).
- If you would like to attach the conversation thread to your Chatter feed, click Attach Chat.
Using the project nickname field, it is possible to quickly check project status in Slack.
For any project that has a nickname, type @TaskRay status <project nickname>.
View My Tasks
The TaskRay bot can send users their task list for the day in a private message. Results are limited to the first 20 tasks due today (or overdue).
- In Slack, type @TaskRay my tasks.
- In a private message, TaskRay will list your TaskRay Tasks Due, including tasks due today or overdue.
- Click Mark complete, to finish your tasks directly from Slack.
- Type @TaskRay nicknames.
- In a private message TaskRay will list any of your projects that include a nickname.
If you need a refresher on possible TaskRay for Slack message options, just ask @TaskRay for help.
Type @TaskRay help.