For effective team communication, we have integrated Slack into Zoho Projects. Now, you can push your project updates to Slack feeds and manage your project activities. Group your project activities and conversations together to keep the project management process hassle-free. The Slack Integration is available for all the Zoho service plans.
Click to learn more about access privileges for other app integrations.
Access Privileges
- The Portal Owner can only configure projects and map it to specific slack channels and use slash commands to add project entities.
- Portal users can only use the slash commands after successful configuration.
Key Features of Slack Integration
Integrating Slack into your Zoho Projects account opens up a menagerie of benefits for you and your team. From keeping your communications neatly organized, to finely crafted email filters, the Slack integration for Zoho Projects will keep your project on track from start to finish.
Enable Integration from Zoho Projects
Slack Integration with Zoho Projects enables project update notifications in Slack channels. To enable the integration with Zoho Projects, follow these simple steps:
- Click
in the upper-right corner of the top navigation band.
- Navigate to Marketplace > All Apps and search for Slack for Zoho Projects.
- Click Install to authorize.
- Accept the terms of service and privacy policy and click Install.
Enable Integration from Slack App Directory
To authorize your portal to the Slack team.
- Open the Slack app directory in your browser.
- Search for Zoho Projects .
- Click Zoho Projects and click Add to Slack.
- Select the Portal and click Add to slack to add your portal to Slack.
- Click Authorize to successfully integrate Slack with Zoho Projects.
Slack Configuration
- Click
- Navigate to Marketplace > Installed Apps and click on Slack Integration.
- Select a Project.
- Select a channel from the Channel drop-down to map the selected project to the specified slack channel.
- Turn on the required project feeds.
- Click Save.
- Click Configure Another Project to add another project.
Delete Configuration
- Click
- Navigate to Marketplace > Installed Apps and click on Slack Integration.
- Select a configured project.
- Click
to delete the configuration.
- Hover over a project name and click
to disable the integration.
Slash Commands in Slack
Use slash commands and add your project entities from Slack to Zoho Projects.
Call the entities using the add command in Slack. Here is the list of Slash commands to add project entities from Slack:
Slash command |
Function |
/setportal |
To connect your Zoho projects portal |
/createmilestone |
To add milestone in the project |
/createtasklist |
To add a task list in the project |
/createtask |
To add a task in the project |
/createbug |
To report issue in the project |
/createstatus |
To create custom statuses |
Example:
Say, if you want to add a new task, bug, and status in a project titled Marketing, use the following slash commands in Slack.
- Type / in the slack message box.
- Select the create task option from the list.
- Click Send Now.
- Create Task form will show up on screen, select project "Marketing" and add necessary task details.
- Click Create.
Integration failure
When the access is revoked, an error message to reauthorize the Slack account is displayed.
How to troubleshoot?
Configure the integration again to use Slack.
