![]() In the Schedule drop-down menu, select how often you want the scenario to run.To send select project and task updates to a Slack channel, select Mavenlink Project/Task Updates to Slack Chat Message.To send project activity posts to a Slack channel, select Mavenlink Public Post to Slack Chat Message.Click the Select a Scenario Type drop-down menu.In the Kantata Integration Platform, click Settings on the Slack card.From a Task-Title, Description, Percentage Complete, Status, Start Date, Due Date, Time Estimate, Budget Estimate, Task Type, Priority, Assignees, Tags, Archived, Billable, Fixed Fee.From a Project-Title, Description, Currency, Start Date, Due Date.The following types of updates can be sent: There are two types of scenarios for sending information from your Kantata projects and tasks to Slack channels-public activity posts and updates. ![]() How to Create Scenarios to Sync Kantata with Slack Make sure that both services can communicate with Slack by clicking Test on the right of each one. When you’re done, your local service appears under Your Services, and the global Service appears under Account Services.This time, select the Global for Account? checkbox and then click the Create button.Next, create the global service return to the Kantata Integration Platform and select Slack from the Add Service drop-down menu.Click Authorize to allow Kantata OX to send information to your Slack channels you’ll define these channels in a later step.Messages will not be posted to this channel at this point. In the Post to drop-down menu, select the channel where you want Kantata OX to post general integration information.From the drop-down menu on the top-right of the page, select the Slack team that contains the channels you’re integrating with your Kantata projects.You will be redirected to the integration authorization page on the Slack website. To begin, select Slack from the Add Service drop-down menu.Global services only access configuration information (such as user lists and issue types) from your account local services access the information necessary to execute each individual scenario. You’ll need to create both a global and a local Slack service.This is where you define the Slack services that will be used to send messages to your channels. Next, select Services from the Account drop-down menu on the top right.If you do not see the Slack card, contact Kantata Support. Open the Kantata Integration Platform, and click Enable on the Slack card.How to Set up the Kantata OX Integration with Slack Make sure that you’re signed into both the Slack and Kantata accounts before continuing. In order to set up the Kantata OX integration with Slack, you have to be a member of all Kantata projects and all private Slack channels that you’re integrating. Remember to use a name that you’ll be able to remember when you set up the integration. Select a Field type, and enter a Field name.Start by opening the Project Set you just created. Later, you’ll add this custom field to your project in Kantata OX. Now, you'll need to create a custom field in the set.Your set will appear under Project Sets in the list. We recommend naming this something recognizable like “Slack Channel” since you’ll need to select it in the Integrations Platform later on. First, hover over Settings in the left navigation and select Custom Fields. Before you begin, you need to create a Project-type Custom Field set in Kantata OX.Create scenarios for syncing Kantata OX to Slack.Set up the Kantata OX integration with Slack.Each Slack message is also sent with a hyperlink that sends you directly to the project or task in Kantata OX.Ĭreate your Slack integration with the following steps: You can even send them to multiple channels simultaneously. This integration is customizable to meet your needs just choose the Kantata updates you want to sent to any public or private channel in Slack. When you pair Kantata OX with Slack, your team can see activity posts and up-to-the-minute information on Slack whenever projects or tasks are updated. To get started, please reach out to Customer Success or Kantata Support.įor the free Slack Notifications feature that is available for all plans, see the Setting Up Slack Notifications article. This integration is available for purchase for Enterprise plans.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |