After the Slack for Forecast integration has been installed and configured, users can manage and update Forecast projects, comment and track their time spent on Forecast tasks thanks to the Slack commands provided.
As outlined in the configuration article, with the integration it is possible to:
- Get a quick preview about your task information within Slack.
- Create, update and delete tasks and add comments with Slack actions.
- Track time spent on your work directly from Slack.
- Get project notifications in real-time to a Slack channel of choice.
- Stay updated with personal Forecast notifications for anything requiring your attention.
Related articles:
This article includes:
- Viewing projects or task details in Slack
- Creating and updating tasks
- Starting and managing the timer
- Registering time against a task
Viewing projects or task details in Slack
After users have linked their Forecast profile with Slack, they have the ability to preview meaningful information regarding a project or a task when submitting Forecast links in Slack. The meaningful preview, thanks to link unfurling, happens automatically when submitting your message in a Slack channel or direct message.
Creating and updating tasks
Any authenticated users can create or update tasks that they have access to, from within Slack.
To create a task
- In the relevant channel, type
/createtaskfollowed by the Project ID and the name of the new task - Once submitted, Forecast will prompt the new task's link.
To update the task status
- In the relevant channel, type
/updatetaskfollowed by the task ID and the workflow status of the task.
Note: While the command is not case sensitive, it does require correct spelling of the workflow column to set the correct status. - Once submitted, Forecast will prompt a confirmation of the update, together with the link to the Project's Workflow page.
Starting and managing the timer
Users can start, stop, pause, reset and get Forecast timer information within Slack.
To get the timer
- In the relevant channel, type
/gettimerto display the current active timer from Forecast - Forecast will prompt information on the active timer. If the timer isn't running, the system will send the Slack message "Timer is not running."
To pause the timer
- In the relevant channel, type
/pausetimerto pause the current active timer in Forecast.
To reset the timer
- In the relevant channel, type
/resettimerto reset the current active timer in Forecast and discard the time registered so far.
To start the timer
- In the relevant channel, type
/starttimertogether with the project or task ID, to start the timer in Forecast for that specific task or project.
To stop the timer
- In the relevant channel, type
/stoptimertogether with the project or task ID, to stop the timer in Forecast for that specific task or project.
Users can register time against a task that exists in Forecast, directly from Slack. When registering time, any entry under 24 is assumed to be hours unless clearly specified in the command.
To register time against a task
- In the relevant channel, type
/registertimetogether with the project or task ID and the time to register.
Note: In order to register the time against the task, use "h" hours (eg. "2h") or "m" for minutes (eg. "30m"). If neither are used, the system will assume that anything below '24' is inputted as hour. If you need to track hours and minutes together for a task, it is best to combine the amount or submit the timer twice (e.g 1h and 10m would be submitted as 70m, or one registration of 1h and a registration of 10m submitted separately.
Comments
0 comments
Article is closed for comments.