Within Slack, you can use shortcodes to set various properties when creating Teamwork tasks.
In the add task modal in Slack, the shortcodes should be added to the task title field.
Note: Multiple shortcodes can be used at the same time.
Task list
Tasks created from Slack will be added to the Inbox task list unless a specific task list is mentioned.
You can assign a task list by adding the task list name to the task title, in the format
(Task List Name).Example:
Task name is Show Launch, and the task list is set using
(Meetings).
Once created, the task will appear in Teamwork under the Meetings task list.
Note: If the task list specified does not already exist in the project, the task will be added to the Inbox list.
Start and due dates
Tasks created via Slack have no start or due dates by default.
You can set start and due dates using shortcodes in the task title, in the format:
[start date][due date].[today][tomorrow] - sets start date to today and due date to tomorrow.[2021/01/05][2021/01/15] - sets start date to 5th Jan 2021 and due date to 15th Jan 2021.[2021/06/08] - sets due date to 8th June 2021.Note: The date formats you use for the start and end dates will need to match the date format set in your Teamwork localization settings.
Example:
Task name is Design Draft. Start and due dates are set using
[2021/05/08][2021/05/15].
Once created, the task will appear in Teamwork with a start date of 8th May 2021 and a due date of 15th May 2021.
Assignee
You can assign the task to specific users using shortcodes in the task title, in the format
@mention.Note: If auto assign is enabled In your Slack settings, tasks are assigned to the creator unless specific users are @mentioned. If disabled and no user is @mentioned, the task list defaults from Teamwork will be set.
Example:
Task name is Design Draft, and the assignee is set using
@helen.
Once created, the task will appear in Teamwork, assigned to Jane.
Tags
You can add tags to the task using shortcodes in the task title, in the format
#tagname.For tag names with multiple words, use the format
#[tag name].Example:
Task name is Feature Enhancement, and a tag is added using
#Development:
Once created, the task will appear in Teamwork with the Development tag applied.
You can also add multiple tags to the task at once.
Once created, the task will appear in Teamwork with the Reviews and In Progress tags.
Priority
You can set a priority for the task by adding a number of exclamation marks to the start of the task title.
! - low priority!! - medium priority!!! - high priorityExample:
Task name is Feature not working, and a high priority is set using
!!! at the start of the task name.
Once created, the task will appear in Teamwork with a high priority set.
Estimated time
You can set estimated time for the task using a shortcode in the task title, in the format:
[1h][10m][1h 25m][1:30]Example:
Task name is Meeting, and estimated time is set using
[1:30]
Once created, the task will appear in Teamwork with an estimated time of 1 hour 30 minutes.
For more information, see: Adding Project Items from Slack