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 a Custom Field in Mavenlink
- Set up Mavenlink Integration with Slack
- Create Slack Scenarios
- Enable Slack for a Project
Create a Custom Field in Mavenlink
First, create a Project-type Custom Field set in Mavenlink.
- 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.
Next, create a custom field in the set. Later, you’ll add this custom field to your project in Mavenlink.
- Open the Project Set that you just created.
- Click the Add Custom Field button.
- Select a Field type, and enter a Field name. Make sure you also use something 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’ll 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.
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, click Account on the top right and select Services from the drop-down. Here, you’ll 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 will only access information (such as user lists and issue types) from your account. Local Services only access information applicable to individual scenario.
- To create the local service, 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.
- If you don't already have global and local Mavenlink services created, you’ll need to create them by selecting Mavenlink from the Add Service drop-down menu.
- When you’re done, make sure that each service can communicate with Slack by clicking Test for each one on the Services page.
Create Slack Scenarios
There are two 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 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.
- Type 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.
Enabling Slack for a Project
- In Mavenlink, select Custom Fields from the Actions drop-down menu located 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—makes sure that they are members of the Mavenlink projects and Slack channels where you want them to receive messages .
- Whenever something is entered 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 you’re not getting any messages from the Mavenlink project to the Slack channel, make sure that the Slack ID or Channel name is correct in the Mavenlink project custom field.