Slack Notifications

In order to get timely reminders of open action items, we have built an integration with Slack that notifies your preferred channels or individuals when new actions are required.

These notifications can be configured at the individual level (where assignees are notified of their specific action items) or at the channel level (where all action item notifications relevant to a channel are published there). Admins are responsible for configuring channel, org, or team wide action item notifications by navigating to the "Manage Organization Notifications" page here, while profile preferences can be updated here

Note: The Slack notifications are sent in the form of a daily digest, kicking off at 10 AM ET each working day. The format of these notifications is as follows:

Note: Slack Admin privileges required

In order to configure Slack notifications:

  1. Navigate to your profile and make sure to connect your account to Slack
  2. Navigate to the "Action Items" tab
  3. Click on the ellipsis button on the top right
  4. Click on "Manage Organization Notifications"
  5. Click on "Connect Your Organization"
  6. Ensure that you are connecting the desired Slack Workspace
  7. Review and approve the permissions required by the Transcend Bot
  8. This will route you back to the "Manage Organization Notifications" page.
  9. Now you'll have the option of adding the channel links where you'd like the notifications to be sent. Note that if you want notifications to be sent to a private channel, you will need to also add the Slack Transcend bot to the desired Private Channels.
  10. After including the desired Slack Channels, you can granularly define where each type of notification should be sent. Please note you can use the bulk functionality to update several values at once.
  11. Once configured, notification digests will be sent to the channels selected each work day at 10am ET

Once your Slack Notification digests start populating, channel members can click on "Click Here to Process Them" to be redirected to the action items in question.

To configure your subscription to specific types of action items, you can navigate to your account settings, and:

  1. Click on "Connect Slack"
  2. Ensure that you are connecting the desired Slack Workspace
  3. Review and approve the permissions required by the Transcend Bot
  4. This will route you back to the Account Profile page.
  5. Here you can granularly define what kind of notifications you want to subscribe to, and how those notifications should be sent (Email, Slack, both).

Once you have configured all your profile-based preferences, you will be included in the daily digests of Action Items notifications via slack.