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Slack Integration

Overview

Mavenlink's Slack integration allows you to automatically share project communications with your team via their specified Slack channel. Each Mavenlink project can be easily configured to send information to a different channel. The integration can be configured to send public project and task posts for seamless communication. Your desired project and task field updates can also be sent so your team is aware of important changes. For example, automatically notify your team when the project status or a task’s due date changes.

Features:

  • Each project can sync to a public or private Slack channel

Note: To integrate your Mavenlink project to a private channel, the user who creates the Slack Service in the Mavenlink Integration Platform must be a member of the private channel.

  • Multiple projects can sync to the same Slack channel or to individual ones

What can be sent to Slack?

  • Public project and task posts
  • New project details
  • Key project field changes showing the original value and new value
    • Project fields that can be sent to Slack: Title, Description, Currency, Start Date, Due Date
  • New task details
  • Key task field changes showing the original value and new value
    • Task fields that can be sent to Slack: Title, Description, Percentage Complete, Status, Start Date, Due Date, Time Estimate, Budget Estimate, Task Type, Priority, Assignees, Tags, Archived?, Billable?, Fixed Fee?
  • Direct links to the Mavenlink project and task from the channel message.

Our Slack integration requires the Mavenlink Integration Platform. If you do not already have a subscription to the platform, please contact your Client Success Manager for details. 

Step-by-Step Installation

Installation and configuration is easy. Just follow these steps:

Integration Platform Setup

  1. On the Mavenlink Integration Platform, select Enable on the Slack baseball card. If you do not see Slack, contact your Customer Success Manager to have it enabled.Screen_Shot_2017-10-19_at_11.59.20_AM.png
  2. Go to Account > Services to define the Slack Services that the Platform will use to send your Slack channels messages.Screen_Shot_2017-10-19_at_5.04.02_PM.png
  3. You need to define two Slack services, one Local and one Global. To create the Local Service, select Slack from the Add Service dropdown and click the Create button.Screen_Shot_2017-10-19_at_5.08.14_PM.png
  4. You will be directed to the Slack website’s integration authorization page.
  5. Select your Slack team that contains the Channels you want to integrate your Mavenlink Projects to.
  6. Select Authorize to allow the Slack app to send Mavenlink data to your Slack channels that you will define at a later step below.  image4.png
  7. Your authentication will be used to connect the Mavenlink App to your Slack team. Important: This user is the Slack integration user and needs to be a member of any private channel that you want to integrate to Slack.
  8. To create the Global Slack Service, select Slack from the Add Service dropdown, check the Global for Account? checkbox and click the Create button again.
  9. If you don't already have Mavenlink services created, you will need to create a Global and Local Mavenlink service. The credentials you used to log into Mavenlink before accessing the Integration Platform will be used for these services. Important: This user is the Mavenlink integration user and needs to be a member of any Mavenlink Project that you want to integrate to Slack.
  10. Test connect each Service to ensure our Platform can communicate with Slack.
  11. Create scenarios; there are 2 scenario types.
  12. If you want to send project and task posts to the Slack Channel, create a scenario of type ‘Mavenlink Public Post to Slack Chat Message’.
  13. If you want to send certain project and/or task updates to the Slack Channel, create a scenario of type ‘Mavenlink Project/Task Updates to Slack Chat Message’. The following types of updates can be configured to be sent:
    1. Project: Title, Description, Currency, Start Date, Due Date
    2. Task: Title, Description, Percentage Complete, Status, Start Date, Due Date, Time Estimate, Budget Estimate, Task Type, Priority, Assignees, Tags, Archived?, Billable?, Fixed Fee?
  14. You can define how often you want your scenario to run. Each time the scenario runs, it will pick up all Mavenlink activity that applies to your scenario and send it to Slack. You can schedule your scenario to run as often as every minute.
    • Note: On average, you can expect to see your changes show up in your Slack channel between 1 - 5 minutes after a change is made in Mavenlink. During heavy unexpected load demand on the platform, this time can be longer. 

Mavenlink Setup

  1. Create a Project Custom Field in Mavenlink that will hold the Slack Channel.
  2. For any project that you wish to integrate to a Slack Channel, enter either the Slack ID or #channelname in this field for the Project.
  3. Invite the integration user to the project

Any project that has the Slack Channel custom field filled out will now be integrated and Mavenlink will send the appropriate messages to the Channel.

Important: The Mavenlink integration user needs to be a member of the Mavenlink project for the integration to send messages to Slack.

Very Important: Do not deselect the Do not sync historic data checkbox as it will send all previous posts or updates to your slack channel. Do not select Clear Memory on the scenario action drop down as it does the same thing.

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Step-by-Step

Enabling Slack for a Project

Steps for enabling Slack for your project:

  1. Invite the Slack integration user to your Mavenlink project.
  2. Enter your Slack channel name in the Slack Channel project custom field. Enter either the Slack ID or #channelname. It can be a public or private channel. The Slack integration user needs to be a member of a private channel

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Your project is now integrated with your Slack channel. Start watching it work!
 

Frequently Asked Questions

Q: My project updates are showing in my Slack channel but my task updates and posts are not.

A: This is due to your integration user not being part of the Mavenlink project. Add the user to the project and all task updates and posts will show in Slack as well.

Q: I am not getting any messages from my ML project to my Slack channel

A: This could be caused by the ID or channel name not being correct in your project custom field. In the Exception View of the Integration Platform, if you have the following errors, this is the case.

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Q: I can’t tell which post the reply is for from the Slack channel.

A: We currently do not have the ability to identify what task or post the reply is for. Click on the project link to navigate to the post to see the exchange in its full context.

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