Slack Integration | Online Help | Zoho Projects

Slack Integration

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: 

  1. Select in the top navigation panel.
  2. Navigate to Marketplace > All Apps and search for Slack for Zoho Projects.
  3. Click Install to authorize.
  4. 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.  

  1. Open the Slack app directory in your browser.
  2. Search for Zoho Projects .
  3. Click Zoho Projects and click Add to Slack.
  4. Select the Portal and click Add to slack to add your portal to Slack.
  5. Click Authorize to successfully integrate Slack with Zoho Projects.

After authorization, only portal owners will be redirected to Other Apps on the Integration page for further configuration. All others will be redirected to the Slack website.

Slack Configuration

  1. Select in the top navigation panel.
  2. Navigate to Marketplace > Installed Apps and click on Slack Integration.
  3. Select a Project.
  4. Select a channel from the Channel drop-down to map the selected project to the specified slack channel.
  5. Turn on the required project feeds.
  6. Click Save.
  7. Click Configure Another Project to add another project.

Delete Configuration

  • Select in the top navigation panel.
  • 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. 

  1. Type in "/zprojects -h" to fetch the list of Slash commands.
  2. Type in "/zprojects -l" to fetch the list of projects in your portal.
  3. Type in "/zprojects +" to access the add command.

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

/ zprojects  +p ~projectname

To create a project in the portal

/ zprojects  +m milestone name ~ProjectId

To add a milestone in the project

/ zprojects  +l tasklist name ~ProjectId

To add a tasklist in the project

/ zprojects  +t task name ~ProjectId

To add a task in the project

/ zprojects  +s status message ~ProjectId

To add a status in the project

/ zprojects +b bug name ~ProjectId

To add a bug in the project

Users can either mention the project name or project ID next to the entities.

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.

  1. /zprojects +t Strategy ~Marketing.
  2. /zprojects +b UI issue ~Marketing.
  3. /zprojects +s Invoices verified ~Marketing

You can also use the project ID for adding task, bug, and status.

  1. /zprojects +t Strategy ~11056******  
  2. /zprojects +b UI issue ~11056******  
  3. /zprojects +s Invoices verified ~11056******   

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. 

Uninstall Slack

  • Select in the top navigation panel.
  • Navigate to Marketplace > Installed Apps and click on Slack Integration.
  • Click Uninstall.
See Also

ServiceNow integration

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