✔  Available on all per-user based subscriptions

What
Set up an automation (or automations) to automatically post messages in Slack when a trigger event related to tasks occurs in Teamwork.com.
Why
  • Create automations for the exact task-based changes you want to know about. You decide what you see.
  • Stay in the loop as work progresses through critical steps. For example, trigger a notification in Slack when task due dates change.
  • Increase team agility thanks to real-time custom notifications.
Who
  • Site admins, project admins, and standard users (all in the owner company) can set up automations.
  • Each person who wants to use Slack automations needs to set it up to use it.
When
If you want to reduce manual work as much as possible by eliminating the need to check for updates...you'll just get them when you need them.
  • Example: Create an automation to send Slack messages when task priority changes to high.
What
Set up an automation (or automations) to automatically post messages in Slack when a trigger event related to tasks occurs in Teamwork.com.
Why
  • Create automations for the exact task-based changes you want to know about. You decide what you see.
  • Stay in the loop as work progresses through critical steps. For example, trigger a notification in Slack when task due dates change.
  • Increase team agility thanks to real-time custom notifications.
Who
  • Site admins, project admins, and standard users (all in the owner company) can set up automations.
  • Each person who wants to use Slack automations needs to set it up to use it.
When
If you want to reduce manual work as much as possible by eliminating the need to check for updates...you'll just get them when you need them.
  • Example: Create an automation to send Slack messages when task priority changes to high.

Before you start

You must first set up the Teamwork.com app in your Slack workspace.

💡 If your Slack account is already connected to your Teamwork.com profile, it is selected by default in the Slack automations builder. You can jump straight to creating an automation!

Create an automation

Initiate new messages to be posted in Slack when specific task-related events happen in your projects.

  1. Switch to the List or Table view in any project.
  2. Click Automate at the top of the selected view to open the automations builder.

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  3. Click Custom Automation.
           a. Alternatively, choose a pre-defined Slack template and skip to step 6.

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  4. Select a trigger event in the When section.
           a. Example trigger: Task's priority changes from any to high.
  5. Choose Send Slack message to channel as the action type in the Then section.
  6. Select an existing Slack channel where messages triggered by the automation will be posted.
  7. Create the message template that will be sent each time a trigger event occurs. Combine static text with dynamic task fields to customize your messages.


     
  8. Click Create to save your automation.

Edit, duplicate, or delete existing automations

Existing automations are listed in the automations builder.

  1. Click Automate at the top of a project's List or Table view to open the automations builder.
  2. Select the Manage tab.
  3. Click the ... (ellipsis).
  4. Choose the relevant option:
    1. View & Edit: View and update the automation's criteria.
    2. Duplicate: Create a copy of the automation.
    3. Delete: Remove the automation. Deletion too permanent? Use the toggle to activate/deactivate automations instead.

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Best practices

  • Contextual updates: Use supported field variables to include task information in automated Slack messages.
  • Efficiency: Create an automation to run on multiple projects.
  • Prioritization: Utilize triggers involving changing priority and due dates to keep track of time-sensitive work.
  • Time management: Use logged vs. estimated time triggers to monitor resources.