Slack
Gaurav Aery avatar
Written by Gaurav Aery
Updated over a week ago

Turn ideas, work requests, and action items from Slack into trackable tasks and comments in KiteSuite.

What is Slack?

Slack is a messaging app for business that connects people to the information they need. By bringing people together to work as one unified team, Slack transforms the way organizations communicate.

Why KiteSuite + Slack?

With Slack + KiteSuite teams can turn Slack conversations and ideas into tasks and projects in KiteSuite. Go from quick questions and action items to tasks with assignees and due dates.

  1. Create a new task, assign it to yourself or a teammate, and add it to an existing project

  2. See KiteSuite data like tasks, milestones, projects, portfolios, and more

  3. Comment on a task

  4. Mark a task complete

  5. List all tasks in your workspace or organization

  6. Receive updates on task creation, completion, or comments

How to connect Slack + KiteSuite?

Step 01

Log in to your KiteSuite account.

Step 02

From your KiteSuite account navigate to the top right corner.

Click on the "Profile icon." Refer to the screenshot.

Step 03

In the profile pop-up menu, select "Integrations."

Find the screenshot for reference.

Step 04

Select "Slack" from integration options, as shown in the screenshot .

integration options

Step 05

Initiate the integration by clicking on the "Add to Slack" button, to link your Slack account with KiteSuite.

Initiate the integration

Step 06

If not already logged in, select your Slack account from the top right corner. Or create a new account if required.

Step 07

Review the permission request and grant access by clicking the "Allow" button.

This step establishes the integration between KiteSuite and Slack.

Step 08

After successful setup, choose the appropriate "Slack channel" and "KiteSuite project."

Click "Add" to establish the connection.

After successful setup

Step 09

You will receive a welcome message in your Slack channel after successfully linking your Slack channel with KiteSuite project.

Screenshot for more detail.

Step 10

Visit the Integration for slack page to view a list of all integrations with Slack.

You can manage, delete, or change your Slack account settings as required.

Visit the Integration

How to use Slack with KiteSuite

Step 01

Convert your Slack communication into item/tickets in Kite: Right-click on the message to create a task in kiteSuite from the Slack Chat.

Step 02

Alternatively, press the “/” (forward slash) key to open the create item window.

Screenshot for a detailed visual representation.

Step 03

After initiating the task creation process, a task pop-up window will appear.

Fill all the required details for the task within the designated fields. This Include Workspace name selection, Project selection, Summary, description, Item type, Assignee, due date, and priority. After adding all the information click on the "Submit" button to successfully create the task. Screenshot for more detail.

Step 04

After submitting the form, you will see a successful task created message with the created task name.

Now, you can close the form to continue creating more tasks from Slack. Screenshot for more detail.

Step 05

To check the created task go back to your Kitesuite account project and you will see the created task in your Sprint backlog screen.

Step 06

Clicking on the task/ticket you can see all the details related to the task, as per the screenshot.

Step 07

Users will receive notifications in the Slack channel when a new task is assigned to them in the Kitesuite project integrated with Slack.

Please find the screenshot.


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