✔  Available on all per-user based subscriptions

What
Receive and action Teamwork.com project notifications directly in Slack channels and create project items from Slack messages.
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.com projects from within Slack.
  • Turn your messages and requests from Slack channels into trackable work in Teamwork.com.
Who
  • Site admins, project admins, and standard users (all in the owner company) who have their Teamwork.com profile synced with their Slack account.
When
You want to keep track of all your most important work in as few places as possible, bringing your Teamwork.com notifications into Slack.

You want to create actionable work from key conversations with your team in Slack.
  • Example: Create a Teamwork.com task directly from a message in a Slack channel.
What
Receive and interact with Teamwork.com project notifications directly in Slack channels and create project items from Slack messages.
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.com projects from within Slack.
  • Turn your messages and requests from Slack channels into trackable work in Teamwork.com.
Who
  • Site admins, project admins, and standard users (all in the owner company) who have their Teamwork.com profile synced with their Slack account.
When
You want to keep track of all your most important work in as few places as possible, bringing your Teamwork.com notifications into Slack.

You want to create actionable work from key conversations with your team in Slack.
  • Example: Create a Teamwork.com task directly from a message in a Slack channel.

Before you start

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

Interact with Teamwork.com notifications in Slack

Once a Slack channel is set to receive Teamwork.com project notifications, you receive messages:

  • If a user posts a message in a project and selects you to be notified.
  • If someone @mentions you anywhere in a comment or message in Teamwork.com.
  • When other users make changes to tasks you are following. 
📝 You will only receive notifications in Slack if the person making the change selects the notify by email option. You don't receive notifications in Slack for items you create.

Item
Included in notification
Tasks
(new task created or existing task updated)
  • Who created or updated the task
  • Task name
  • Links to the task, associated task list, and project
Messages
(new message or reply posted)
  • Who posted the message
  • Message content
  • Links to the message and associated project
  • Option to reply to the message
Comments
(new comment added to a task)
  • Who posted the comment
  • Comment content
  • Links to the associated task and project
Item
Included in notification
Tasks
(new task created or existing task updated)
  • Who created or updated the task
  • Task name
  • Links to the task, associated task list, and project
Messages
(new message or reply posted)
  • Who posted the message
  • Message content
  • Links to the message and associated project
  • Option to reply to the message
Comments
(new comment added to a task)
  • Who posted the comment
  • Comment content
  • Links to the associated task and project


Create project items via Slack

Take quick actions on Teamwork.com notifications received in Slack to create new project items.

  1. Hover over the relevant Teamwork.com notification.
  2. Click the ... (ellipsis) to view the Teamwork.com actions. You'll see the three most recently used actions listed.
            a. Select one of the options to open the corresponding creation window.
            b. Click More message shortcuts to access the remaining options.
Image Placeholder

Action
Purpose
Add a task
Create a task from a Teamwork.com notification received in a Slack channel.
  • Set a destination project and task list.
  • Use shortcodes to set task properties.
  • Description: Pre-populated with the text from the selected Slack message.
Add comment
Add comments on tasks from a Slack message or Teamwork.com notification.
  • Task notifications: Add a comment directly to the task.
  • Comment notifications: Add a reply comment.
  • Message notifications: Add a reply to the message.
Add as message
Create a message in a project from a Slack message or Teamwork.com notification.
  • Choose a destination project.
  • Set the message subject.
  • Add the message content.
Share link
Create a new link on a project.
  • The Slack message you are creating the link from must contain a URL which will be added as the link on the project.
  • This option cannot be used on Teamwork.com notifications in Slack.
Action
Purpose
Add a task
Create a task from a Teamwork.com notification received in a Slack channel.
  • Set a destination project and task list.
  • Use shortcodes to set task properties.
  • Description: Pre-populated with the text from the selected Slack message.
Add comment
Add comments on tasks from a Slack message or Teamwork.com notification.
  • Task notifications: Add a comment directly to the task.
  • Comment notifications: Add a reply comment.
  • Message notifications: Add a reply to the message.
Add as message
Create a message in a project from a Slack message or Teamwork.com notification.
  • Choose a destination project.
  • Set the message subject.
  • Add the message content.
Share link
Create a new link on a project.
  • The Slack message you are creating the link from must contain a URL which will be added as the link on the project.
  • This option cannot be used on Teamwork.com notifications in Slack.


Use shortcodes

Shortcodes can be referenced in the task title field to set task properties when creating tasks via Slack.

Image Placeholder


Shortcode
Notes
Start and end dates
Format: [start date][due date]

Examples:
[today][tomorrow]
[2023/01/05][2023/01/15]
Add after the task title.

You must match the date format to the format set in your Teamwork.com localization settings.

Use one date reference to set only a due date.
Assignee
Format: @mention

Example: @jane
Add after the task title.

If auto assign is off and @mention is not used, task list defaults in Teamwork.com is applied.
Tags
Format: #tagname

Examples:
#Development |  #[To do]
Add after the task title.

Multiple tags can be referenced on a task.
Priority
Format: !

Examples:
! |  !! |  !!!
Add before the task title.

! = low
!! = medium
!!! = high
Estimated time
Format: [time]

Examples:
 [1h] |  [10m] |  [1h 25m] |  [1:30]
Add after the task title.

Set estimated time in hours and minutes.
Shortcode
Notes
Start and end dates
Format: [start date][due date]

Examples:
[today][tomorrow]
[2023/01/05][2023/01/15]
Add after the task title.

You must match the date format to the format set in your Teamwork.com localization settings.

Use one date reference to set only a due date.
Assignee
Format: @mention

Example: @jane
Add after the task title.

If auto assign is off and @mention is not used, task list defaults in Teamwork.com is applied.
Tags
Format: #tagname

Examples:
#Development
#[To do]
Add after the task title.

Multiple tags can be referenced on a task.
Priority
Format: !

Examples:
 ! |  !! |  !!!
Add before the task title.

! = low
!! = medium
!!! = high
Estimated time
Format: [time]

Examples:
 [1h] |  [10m] |  [1h 25m] |  [1:30]
Add after the task title.

Set estimated time in hours and minutes.

Manage default settings

You can set certain default items to be selected automatically when creating items via Slack.

  1. Go to a channel in your Slack workspace.
  2. Type the /tw settings command in the message reply field.
  3. Click the paper airplane icon to send the message.
  4. Click Settings in the Teamwork.com app-generated message.

    Image Placeholder

  5. Choose default settings (options listed below).
    6. Default project
    		Set a project to be selected by default when creating new project items in Slack.
    Auto assign
    Assign tasks to the user account creating the task.
    • Use the @mention shortcode in a task title when creating a task to override the auto assign setting.
    📝 If auto assign is off and @mention is not used, task list defaults from Teamwork.com are applied.
    Only starred projects
    Only show starred projects in the projects list when creating items.
    When adding a task
    Fill the description or title with the contents of the Slack message the task is being created from.
    Default project
    		Set a project to be selected by default when creating new project items in Slack.
    Auto assign
    Assign tasks to the user account creating the task.
    • Use the @mention shortcode in a task title when creating a task to override the auto assign setting.
    📝 If auto assign is off and @mention is not used, task list defaults from Teamwork.com are applied.
    Only starred projects
    Only show starred projects in the projects list when creating items.
    When adding a task
    Fill the description or title with the contents of the Slack message the task is being created from.
  6. Click Save.


Use commands

Commands provide a quick access to the Teamwork.com integration.

Initiate a command by typing /tw in a channel's message field, followed by a supported command.

Some commands take actions in the associated channel, while others allow you to control your own preferences for the integration.

Command
Purpose
/tw project
Set Project: Select a Teamwork.com project to post project notifications to the Slack channel.

⚠️ Only site admins in the owner company and project admins can use this command to set up a project channel.

Change Project or Remove: Change or remove the current associated project.

📝 Project notifications posted in Slack contain task information, which all members of the channel can see (regardless of their user permissions and project access in Teamwork.com).
/tw task
Create a task in a project.
/tw link
Create a link in a project.
/tw help
View the list of supported commands.

/tw settings
Settings: Update default settings for the integration.
Settings options are detailed in the Manage default settings section later in this article.

Switch or Logout: Manage the Teamwork.com profile linked to your Slack account.
Command
Purpose
/tw project
Set Project: Select a Teamwork.com project to post project notifications to the Slack channel.

⚠️ Only site admins in the owner company and project admins can use this command to set up a project channel.

Change Project or Remove: Change or remove the current associated project.

📝 Project notifications posted in Slack contain task information, which all members of the channel can see (regardless of their user permissions and project access in Teamwork.com).
/tw task
Create a task in a project.
/tw link
Create a link in a project.
/tw help
View the list of supported commands 

/tw settings
Settings: Update default settings for the integration.
Settings options are detailed in the Manage default settings section later in this article.

Switch or Logout: Manage the Teamwork.com profile linked to your Slack account.

Best practices

  • Strengthen team communication: Encourage your team to set up the Slack integration.
  • Simplify project oversight: Create a project channel in Slack and let your team know they can stay up to date with the project.
  • Dive into the detail: Use shortcodes to set task properties when creating tasks from Slack messages.
  • Take quick action: Use commands in Slack for quick access to integration options.

Elevate

  • Automate: Leverage the automations feature to create custom notification flows to Slack.