By integrating Slack with Essentials Plus, you can streamline communication and collaboration within your team, stay informed about task assignments, receive real-time updates, and engage in discussions, all from within Slack. Enjoy enhanced productivity and seamless workflow management with the Slack integration in Essentials.

This guide will walk you through the process of setting up and utilizing the Slack integration in Essentials Plus.

Prerequisites:

Before you begin, make sure you have the following:

To set up an app from Slack and integrate it with Essentials, the team owner can follow these steps

Setting up the Slack:

1. Open Slack and navigate to the "App directory" section.

2. Click on "Manage" and then select "Build" to access the app development settings.

3. Choose "Create an App" and select the option to create it from scratch.

4. Provide a name for the app and choose the workspace where you want to develop it. Click on "Create App" to proceed.

5. In the app settings, locate the option to set up an incoming webhook. Enable the toggle button to activate it.

6. Click on "Add New Webhook to Workspace" to create a new webhook.

7. Select the channel where you want the notifications to be sent and confirm the selection.

8. Once the webhook is created, you can copy the webhook URL.

Now, switch to Essentials Plus and follow these steps:

1. Log in to your Essentials account and navigate to the "Slack Integration Settings".

2. Look for the "Incoming webhook" field and paste the webhook URL that you copied from Slack.

3. Save the settings to apply the integration.

By following these steps, an Essentials Team Owner or a Team Lead can set up the app on the Slack end and configure the incoming webhook in Essentials. This will enable notifications to be sent to the specified channel in Slack.

Note: To publish all activities into Slack from Essentials Plus, make sure to enable the "Notify Slack" checkbox under the Deploy Options in the Deployment tab. This will ensure that all relevant activities and updates are sent to the designated Slack channel, keeping your team informed and aligned.

We hope this guide has been helpful in setting up and utilizing the Slack integration in Essentials. If you have any further questions or need assistance, please reach out to our support team.