You can send specific step-related notifications to Slack channels and get notified by Slack about completed instances or assigned tasks. Setting up this option doesn't require any coding skills and doesn't add any extra steps to your workflow.
Have your Slack integration set up. Go to Company > Integrations and click Connect in the Slack section.
You need to be an admin to set up Slack integration, which is a pre-requisite for Slack notifications.
After you or your admin has connected Slack, you can send notifications to selected channels directly from the step. With Notifications you can only send updated to channels - you can't send direct messages.
- In the step, click Notification.
- From the Send by drop-down, select Slack.
- Select one or more channels to send the message to.
- Enter the message. You can use data references if needed.
- Click Send.
When the notification is sent out, you can see a notification icon under the step it was sent from.
If you want to send a notification to a private channel, you first need to add the app to that channel so that the private channel shows up on the list. To do that:
- Open the Slack channel and click its name to open details.
- Open the Integrations tab.
- Click Add to add the Next Matter app to the channel.
After you or your admin has connected Slack, you can decide if you prefer email or Slack notifications about your tasks. Selecting Slack, will send you a Slack direct message for every new tasks you are assigned to.
You can make this choice in your Profile settings by clicking the avatar icon in the bottom-left corner of your Next Matter portal.
Select your favourite option in the Notifications section.
If you clear all options, we'll notify you about tasks and due dates using Next Matter Inbox.
Updated 20 days ago