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Project Conversations To Slack

This feature will be in Open Labs as of the November Update. At that time you can go to Workamajig Labs to enable.

December Update Notes:

  • /GetAssignments and /GetDailyFeed will be private.
  • 100 Channel Limit will be addressed.

Pre-Setup | Slack Setup | Workamajig Setup | User Setup | Project Setup | Send Project Conversation to Slack | Slack Commands | Resources

This feature is designed to extend Workamajig's Conversations into the Slack app. From there you can have a Slack Channel for each project. And use some basic /Get commands to see whats been happening on the project, with links to take you back to the project.

NOTES:

  • If you use multiple instances/servers of Workamajig, you will need to create a Slack Workspace for each one.
  • Attachments do not send at this time.
  • Replies from Slack do not go to Workamajig at this time.

Pre-Setup

  • For ease of setup, log into Workamajig and Slack within the same browser.
  • To enable the extended functions of Workamajig to be used with Slack, you will first need to make sure you have your own Slack workspace setup where you have Owner or Admin access.
  • You will also need access in Workamajig to Menu > Admin/Manager > System Setup > Connections.
  • And access to Menu > Admin/Manager > Employees in order to populate the Slack member ID per user.

Slack Setup

1. In Slack, verify you are either a Primary Owner or Workspace Admin of your Slack Workspace.

  • Click on the drop-down next to your Workspace name in the upper left.
  • Then click on Settings & administration.
  • And finally click on Manage members.
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  • Verify the Account type next to Name (you), this needs to show as Primary Owner or Workspace Admin.
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2. Create a new Slack channel, call it #workamajig.

  • This will be used as the initial default channel later in the setup.
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Workamajig Setup

1. In Workamajig, navigate to Menu > Admin/Manager > System Setup > Connections > Slack API.

  • Click on Add to Slack.
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  • A new tab will open to verify access.
  • At the bottom of this screen will be a lookup box of your existing slack channels.
  • Search for #workamajig and select it.
  • Click Allow.
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  • A generic screen will open saying it was successful.
  • You can close this browser tab.
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2. Verify there is an OAuth Token by navigating back to Menu > Admin/Manager > System Setup > Connections > Slack API.

  • From here look and see of there is a long token key made up of random alphanumeric characters.
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User Setup

To interact with this feature, you will need to populate your Slack Member ID into your Workamajig Employee record.

NOTE: This will need to be done for each user who wants to participate.

1. In Slack, navigate to your Profile.

  • Click on your avatar in the upper right to access your Profile.
  • Then click on More.
  • Finally click on Copy member ID.
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2. In Workamajig, navigate to Menu > Admin/Manager > Employees.

  • Search for the Employee to update.
  • Open their employee record which opens to the Employee Details.
  • In the Slack Member ID field, paste or type the Member ID found in the Slack profile.
  • Save.
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Project Setup

You should see Slack Channel under the Project Details of the Projects dashboard.

  • Click on Add Slack Channel.
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  • When successful, you should now see a Slack Channel matching the Project Number. Clicking on this link will take you to the Slack app and open this Channel.
  • Additionally there is an option to Add Myself to Channel. Anyone with Slack User Name populated in their employee record can click on this. You can also mass add users from the Projects Team.
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From the Projects Team, you should see a Slack icon with the hover-over text that reads "Add entire team to Slack Channel".

  • Click on Team form the Projects Dashboard, under Setup.
  • Next, click the Slack icon to add ALL listed users who a valid Slack User Name populated in their Employee record.
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  • If users are setup properly, there should now be a Slack symbol next to those who are part of this channel.
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  • In Slack, users will be notified of the new Slack Channel.
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  • You can see the new Channel designated by the Project Number.
  • There will also be a Workamajig Slack APP post to kick off the new Channel.
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Send Project Conversation to Slack

You can send any Conversation post to Slack. Included existing Conversations by simply editing them.

  • For example, with a new Post started, check the box for Send To Slack.
  • Finish your Post and then click Save.
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  • From the Projects Dashboard, you can see a Slack icon that tells us the message was sent to Slack.
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  • Here is the result in Slack.
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NOTE: Users in Slack can respond to each other in Slack, but this is currently a one-way communication to Slack of designated posts.

Slack Commands

Get Assignments | Get Daily Feed This Week | Post Conversation

You can use a few / commands in Slack to pull info from the project into the Slack Channel.

  • In the Message field, simply type the forward slash "/" to open the commands window.
  • Then continue to type "get" or "post" and then available commands will appear to choose from.
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Get Assignments

  • After selecting /getassignments, you should then see this text in the message.
  • Click Send.
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  • This will result in a list of Tasks you are Assigned to, within the corresponding Project, and what is visible based on your Today Creatives settings.
  • This info is visible to all users in this Slack Channel.
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Open the Project

  • You can click on the Project Number/Name/Client to open the Project in a new Workamajig tab.
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  • Here a new tab has opened to the Project.
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Open the Assignment

  • You can click on the Task Name to open the Assignment Details in a new Workamajig tab.
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  • Here a new tab has opened to the Assignment Details.
  • From here you can perform actions such as updating the Assignments Percent Complete, New Time Entry, view the Project and Task Descriptions. Along with interacting on the Deliverables, To Dos and Conversations for this Task.
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Get Daily Feed This Week

  • After selecting /getdailyfeedthisweek, you should then see this text in the message.
  • Click Send.
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  • This will result in a list of Daily Feed entries that have occurred this week for the corresponding Project
  • This info is visible to all users in this Slack Channel.
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Post Conversation

You can use /postconversation command to send a new message from Slack to create a new Conversation in the Workamajig Project. To separate the Subject and Body you can use the tilde key in the middle.

Subject~Body

If you do not parse it out, then just the Subject of the Conversation will be populated.

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You will see a confirmation after sending.

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Note how the Conversation has a red icon indicating the message came from slack.

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Resources

Conversations Overview

Project Manager: Projects

Creatives: Today Creatives

 

 

 

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