ACCESS & AVAILABILITY
This integration is available for purchase in Premier and Enterprise. To get started, please reach out to your Account Executive or Client Success Manager, or email firstname.lastname@example.org.
When you pair Mavenlink with Slack, your team can see activity posts and up-to-the-minute information on Slack whenever projects or tasks are updated. This integration is customizable to meet your needs; just choose the Mavenlink updates you want to sent to any public or private channel in Slack. You can even send them to multiple channels simultaneously. Each Slack message is also sent with a hyperlink that sends you directly to the project or task in Mavenlink.
Create your Slack integration with the following steps:
- Create a custom field in Mavenlink
- Set up the Mavenlink integration with Slack
- Create scenarios for syncing Mavenlink to Slack
- Enable Slack for a project
How to Create a Custom Field in Mavenlink
- Before you begin, you need to create a Project-type Custom Field set in Mavenlink. First, hover over Settings in the left-hand nav bar and select Custom Fields.
- Click Add Custom Field Set.
- Select Project and add a Set name. We recommend naming this something recognizable like “Slack Channel” since you’ll need to select it in the Integrations Platform later on.
- Click Add. Your set will appear under Project Sets in the list.
- Now, you'll need to create a custom field in the set. Later, you’ll add this custom field to your project in Mavenlink. Start by opening the Project Set you just created.
- Click the Add Custom Field button.
- Select a Field type, and enter a Field name. Remember to use a name that you’ll be able to remember when you set up the integration.
- Click Add.
In order to set up the Mavenlink integration with Slack, you have to be a member of all Mavenlink projects and all private Slack channels that you’re integrating. Make sure that you’re signed into both the Slack and Mavenlink accounts before continuing.
How to Set up Mavenlink Integration with Slack
- Open the Mavenlink Integration Platform, and click Enable on the Slack card. If you do not see the Slack card, contact Mavenlink Support.
- Next, select Services from the Account drop-down menu on the top right. This is where you define the Slack services that will be used to send messages to your channels.
- You’ll need to create both a global and a local Slack service. Global services only access configuration information (such as user lists and issue types) from your account; local services access the information necessary to execute each individual scenario.
- To begin, select Slack from the Add Service drop-down menu.
- Click the Create button. You will be redirected to the integration authorization page on the Slack website.
- From the drop-down menu on the top-right of the page, select the Slack team that contains the channels you’re integrating with your Mavenlink projects.
- In the Post to drop-down menu, select the channel where you want Mavenlink to post general integration information. Messages will not be posted to this channel at this point.
- Click Authorize to allow Mavenlink to send information to your Slack channels; you’ll define these channels in a later step.
- Next, create the global service; return to the Mavenlink Integration Platform and select Slack from the Add Service drop-down menu.
- This time, select the Global for Account? checkbox and then click the Create button.
- When you’re done, your local service appears under Your Services, and the global Service appears under Account Services. Make sure that both services can communicate with Slack by clicking Test on the right of each one.
How to Create Scenarios to Sync Mavenlink with Slack
There are two types of scenarios for sending information from your Mavenlink projects and tasks to Slack channels—public activity posts and updates. The following types of updates can be sent:
- From a Project—Title, Description, Currency, Start Date, Due Date
- From a Task—Title, Description, Percentage Complete, Status, Start Date, Due Date, Time Estimate, Budget Estimate, Task Type, Priority, Assignees, Tags, Archived, Billable, Fixed Fee.
- In the Mavenlink Integration Platform, click Settings on the Slack card.
- Click Add Scenario.
- Click the Select a Scenario Type drop-down menu.
- To send project activity posts to a Slack channel, select Mavenlink Public Post to Slack Chat Message.
- To send select project and task updates to a Slack channel, select Mavenlink Project/Task Updates to Slack Chat Message.
- Add a Name.
- In the Schedule drop-down menu, select how often you want the scenario to run. All Mavenlink activity applicable to your scenario is sent to the selected Slack channels each time Slack runs.
- In the Mavenlink Custom Field for Slack Channel ID drop-down menu, select the Project Set that contains the custom fields you created earlier.
- For project/task updates, select the attributes that you want to track through Slack.
- Click Save Scenario.
Note: It generally takes a few minutes for changes to appear in channels each time Slack runs.
Do not select Clear Memory from the scenario action drop-down menu as it will send all previous posts or updates to your Slack channel.
How to Enable Slack for a Project
- In Mavenlink, select Custom Fields from the Actions drop-down menu to the right of the project name.
- Enter either the Slack channel ID or #channelname (include the hashtag) in the Slack Channel custom field. The 9-digit Slack channel ID can be found in the channel URL on the Slack desktop site.
- Invite users to the project. Remember that anyone you invite must be a member of the Mavenlink project and Slack channel where you want them to receive messages.
- Whenever an entry is made in the project’s custom Slack field, a message will be sent to the associated Slack channels. For posts replies, click on the project link to go directly to Mavenlink and see the post that it’s for.
Troubleshooting Your Integration
If your project updates are showing up in the Slack channel, but your task updates and posts are not, make sure that the Mavenlink user who created the Slack services has been added to the Mavenlink project.
If your messages from a Mavenlink project aren't showing up in a Slack channel, make sure that...
- the Slack ID or Channel name is correct in the Mavenlink project custom field, and also that...
- you are a member of any private Slack channels you are trying to post to.