✔  Available on Deliver, Grow, and Scale subscriptions 1

What
Sync your Teamwork profile with your Slack account to receive and interact with project notifications in Slack channels, create project items from Slack messages, and receive automated task updates based on trigger events.
Why
  • Consolidate your most important communications and notifications in one place.
  • Keep on top of your work and stay informed on updates across your Teamwork projects without leaving Slack.
  • Turn your messages and requests from Slack channels into trackable work in Teamwork.
Who
  • Site admins, project admins, and standard users (all in the owner company) can set up the integration.
When
You want to keep track of all your most important work in as few places as possible so nothing falls through the cracks. You also want to create trackable work in Teamwork as key conversations happen in Slack.
  • Example: Create a Teamwork task directly from a message in a Slack channel.

You need to monitor key deadlines in your projects and manage potential bottlenecks.
  • Example: Create an automation to send an update in Slack when task due dates approach.
What
Sync your Teamwork profile with your Slack account to receive and interact with project notifications in Slack channels, create project items from Slack messages, and receive automated task updates based on trigger events.
Why
  • Consolidate your most important communications and notifications in one place.
  • Keep on top of your work and stay informed on updates across your Teamwork projects without leaving Slack.
  • Turn your messages and requests from Slack channels into trackable work in Teamwork.
Who
  • Site admins, project admins, and standard users (all in the owner company)
When
You want to keep track of all your most important work in as few places as possible so nothing falls through the cracks. You also want to create trackable work in Teamwork as key conversations happen in Slack.
  • Example: Create a Teamwork task directly from a message in a Slack channel.

You need to monitor key deadlines in your projects and manage potential bottlenecks.
  • Example: Create an automation to send an update in Slack when task due dates approach.

Before you start

You can read about Teamwork's privacy policy here.

Install the Teamwork app

There are two ways to install the Teamwork app. Use whichever is most convenient for you.

Install the app via the Slack marketplace

  1. Go to the Teamwork app page in the Slack app directory.
  2. Have multiple Slack workspaces? Choose a workspace at the top of the app page.
  3. Not signed in to Slack? Click Sign in to install, then enter your Slack credentials.
  4. Click Add to Slack to start the setup process.



  5. Select an existing Slack channel or direct message where updates from Teamwork will be posted.
  6. Click Allow to grant Teamwork access to your Slack workspace. 



  7. Enter your Teamwork login credentials and click Log in.
           a. Have access to multiple Teamwork sites? Select the relevant site to connect.

Install the app via the automations builder in Teamwork

  1. Click Jump to in Teamwork's main navigation menu.
  2. Search for and select a project.
  3. Switch to the List or Table view of the project. These options might be hidden under the More... section.
  4. Click Automate to open the automations builder.

  5. Click Browse Templates.
  6. Select Slack in the Integrations section of the left navigation pane.
  7. Hover over and select one of the predefined Slack templates.
  8. Click Connect to Slack in the Then section.


  9. Enter your Slack workspace name. Psst This is the first part of your Slack URL:
    Ex. mycompany.slack.com
  10. Click Continue.
  11. Enter your Slack login credentials and click Sign In.
    1. Have multiple Teamwork sites? Select the relevant site to connect.
    2. Already logged in to Slack in your browser? The setup will skip this step.
  12. Click Allow in the authorization step to grant Teamwork access to your Slack account.
  13. Next:
    1. Stop there: Click Cancel in the builder.
    2. Level up: Return to the automation builder to create a Slack automation.

Disconnect Slack and Teamwork

⚠️ Disconnecting Slack in your Teamwork profile stops all aspects of the integration. Your Slack account is removed from existing automations and the automations are paused. Teamwork channels set up in Slack no longer receive Teamwork updates.

  1. Click your profile image in Teamwork and select My Apps in your profile menu.
     

     
  2. Scroll to Slack Actions and Notifications.
  3. Click Disable.
  4. Want to remove the Teamwork app from your workspace entirely?
          a. Make sure you are logged in to your Slack workspace in your browser.
          b. Go to the Teamwork app page in the Slack app directory.
          c. Select the Configuration tab.



               d. Scroll to Remove App at the bottom of the tab.
               e. Click Remove App.
                f. Click Remove App in the confirmation window.


Best practices

  • Tell your team: Now that you've set Slack up (and understand the benefits of the integration), share it with your team and recommend they start using it. Once everyone's connected, project communication becomes seamless!
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.