🙌 MeisterTask's All-New Slack Integration is Here! 🙌

Andrew Lapidus

The long wait is finally over 😊 - we're happy to announce that MeisterTask's completely revamped Slack Integration is live to all Pro and Business users!

https://www.youtube.com/watch?v=vx9jbFz5fVM

If your team uses Slack, be sure to install the new integration to streamline your team's communication and take advantage of some key features:

📋 Receive a Daily Task Summary: Get a daily rundown of tasks you need to focus on. A feature you won't find in any other task management tool.

🔔 Get MeisterTask Notifications in Slack: Unique to MeisterTask! Complete to-dos in chats and channels by syncing personal notifications to Slack.

✏️ Create and Comment on Tasks in Slack: Create new tasks, convert messages to tasks, or leave comments on tasks straight from Slack!

📊 Link a MeisterTask Project to a Slack Channel: Eliminate unnecessary updates and inbox clutter with granular notification settings for projects and sections.

Check out our Help Center or Blog to learn how to get started, and don't hesitate to reach out with any questions, comments or feedback below 😁

-Andrew 😀

OhNoMrLemming

Can this be used on basic teams?

Roxane Huber

This is awesome 😍

Admin BSF.company

This new integration has helped us speed up our review process stunningly.

In the lines below, I'll describe how.

First, the way we implemented MeisterTask for managing our operations is as follows:

Each board inside our Business account is a customer of our company. A project, you could call it.

Every single board follows a template with columns that resembles our business process (incoming, assigned, ongoing, finished).

Until recently, automations were running in each of our board for 4 key aspects that save us plenty of clicks when we spend time inside MeisterTask's user interface:

• Task Assignment (if the card lands in a certain column, the card is assigned to X person)
• Start of the time tracker (if the card is moved to "ongoing", the time tracking starts)
• Stop of the time tracker (if card is taken out of "ongoing", the time tracking stops)
• Changing status to "Finished" (if the card lands on "completed", then the status is finished)

Approximately a month ago, we added a fifth powerful automation to all of our boards that greatly improved our feedback loop.

This new automation is precisely related to Andrew's post above.

It was configured to send "Review Notifications" to Slack, which is the place where my team spends most of their time during a typical working day.

This automation was set up only to send task related activities when a card lands in the column "Completed".

Each Slack notification lands in the project's respective Slack channel, so the concept of granular notifications (not notifying everybody about everything) is maintained.

No other columns or task activities send us a buzz to Slack. Just "Completed" stuff.

By definition in our business processes:

• Only tasks that have been finished 100% and reviewed a couple of times by the person who did it, can land in the column "Completed".
• Only after the head of support has reviewed what has been done (to ensure it's what the customer asked for) a formal notification can be sent to the customer through our helpdesk system.

So, considering we don't spend most of our time inside MeisterTask's user interface, this automation has doubled our efficiency regarding the supervision of our collaborators.

The same goes for the provision of feedback to end customers (quicker customer service = happier customers).

Basically, this feature alone has enabled us to know in real-time (literally) when stuff has been done for review.

Please, @Andrew Lapidus, send this text to Meister's Dev Team to let them know:

In this part of the world, we greatly appreciate the efforts and time you fellows invest in giving us these powerful new features.

Soon I'll make a formal blog post about this experience, to help other users exploit better all these features and tools.

Meanwhile, keep the good stuff coming, you folks are doing great!

Cheers.

Andrew Lapidus

Hearing about your team's experience is music to our ears @Andres D'Andrea! 🎶

Thanks not only for your kind words to our development team (I've just shared your post with them!), but also for the detailed description of your workflow - sounds like an excellent example for others to follow, including myself! 😁

Love the idea of setting up a channel-specific Slack notification for completed projects - this goes such a long way toward curing the "notification overload" in tech today. Excellent idea, and very much looking forward to your blog post!

I've shared your feedback with our dev team - I'm sure they'll be thrilled to hear it!

Best,

Andrew

floshkit

This is what I see in slack when trying to push a task from slack to meistertask (see screenshot below with error message). What am I doing wrong?

Could not find anything in the documentation.

Admin BSF.company

Hello @floshkit maybe the help document could serve in clarifying any doubt you have.

Additionally, I leave below a video that could be helpful as well:

https://www.youtube.com/watch?v=vx9jbFz5fVM

In case you speak English and need further advice, I do consultations by hour.

Send me a PM in case you fancy friendly remote-desktop assistance 😉 👍

Best regards.

Andrés D'Andrea.

Shari Forrest

I have set up integration with Slack. I can set up tasks and send comments from Slack. But I am not receiving Daily Task Summaries, even though I've turned them on. What could I have missed?