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 various /slash commands to see what's been happening on the project, with links to take you back to the project.

NOTES:

As of the April 2026 update, Clients currently using this feature may need to reconnect and even start new Slack Channels due to a change in security with Slack.
In the April 2026 update, we have made it so Send To Slack is now checked by default for projects with a Slack Channel.
Also in the April 2026 update, you no longer need to use a slash command to reply from Slack. All messages, including replies within a thread, will go back to Workamajig and vice versa.
You can now edit the Channel Name in Slack as desired. We now connect using the Channel ID.
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.
Formatted Text does not translate at this time, they are striped down to plain text.
Do not edit messages after they have been sent, as this can cause duplicates and/or separate threads on one side.

Pre-Setup

For ease of setup, log into Workamajig and Slack within the same browser (not an App).
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.
You will also need 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.

Verify the Account type next to Name (you), this needs to show as Primary Owner or Workspace Admin.

2. Create a new Slack channel, call it #workamajig.

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

Workamajig Setup

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

Click on Add to Slack.

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.

A generic screen will open saying it was successful.
You can close this browser tab.

2. Verify there is an OAuth Token by navigating back to Menu > Admin/Manager > System Setup > Connections > Slack API.

From here, look and see if there is a long token key made up of random alphanumeric characters.

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.

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.

Project Setup

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

Click on Add Slack Channel.

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.
You can edit the Channel Name in Slack afterwards if so desired.
Additionally, there is an option to Add Myself to Channel. Anyone with a Slack User Name populated in their employee record can click on this. You can also mass-add users from the Projects Team.

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 from the Projects Dashboard, under Setup.
Next, click the Slack icon to add ALL listed users who have a valid Slack User Name populated in their Employee record.

If users are set up properly, there should now be a Slack symbol next to those who are part of this channel.

In Slack, users will be notified of the new Slack Channel.

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.

Project Conversations To and From Slack

From Workamajig

When creating a new Conversation on a Project that has a Slack Channel connected, you will see that Send To Slack is checked by default.

For example, with a new Post started, notice the box for Send To Slack.
Finish your Post and then click Save.

From the Projects Dashboard, you can see a Slack icon that tells us the message was sent to Slack.

Here is the result in Slack.

From Slack

Here is a Conversation in Slack that will automatically be sent to Workamajig. Notice the tilde key to separate the subject and body of the message.

Here is how it appears in Workamajig.

You can reply and have it threaded within the conversation in Slack

In Slack, you can see there is a Reply.

Clicking on this will open the Thread to see the replies.

NOTES:

You can reply to a Conversation in Workamajig that has already been sent to Slack, and the option for Send To Slack is checked by default. The reply will then appear as a reply to that Thread within Slack.
If you reply to a post sent to Slack, this will appear as a reply to the thread within Workamajig as well.

Slack / Commands

Get Assignments | Get Daily Feed This Week | Get Project Status | 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.
The type "/get" or "/post" and the available commands will appear to choose from.
While these commands may appear lower in the dropdown list at first, as you use them more often, they will appear at the top of the command list.

Get Assignments

After selecting get assignments, you should then see this text in the message.
Click Send.

You will be shown a message that is only visible to you.
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.

Open the Project

You can click on the Project Number/Name/Client to open the Project in a new Workamajig tab.

Here, a new tab has opened to the Project.

Open the Assignment

You can click on the Task Name to open the Assignment Details in a new Workamajig tab.

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, and view the Project and Task Descriptions, along with interacting on the Deliverables, To Dos, and Conversations for this Task.

Get Daily Feed This Week

After selecting /getdailyfeedthisweek, you should then see this text in the message.
Click Send.

You will be shown a message that is only visible to you.
This will result in a list of Daily Feed entries that have occurred this week for the corresponding Project.

Get Project Status

/getprojectstatus

Currently, this will return a message that is only visible to you, with the current Project Status of the Slack Channels project.

Post Conversation

NOTE: As of the April 2026 update, this command is no longer needed (even though it still works) to send a message to Workamajigh, as any project connected to a Slack channel will automatically get all new messages posted in Slack. You can still use the tilde key "~" to separate the Subject from the message.

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.