CloseDesk can send the daily task reminders to Slack as well as by email: a summary of everything overdue or due soon in a channel, and a direct message to each person with the tasks waiting on them.
Connect Slack
- Open Settings → Slack.
- Press Add to Slack, pick your workspace and press Allow. You come back to CloseDesk, connected.
- No Add to Slack button? Follow the steps on the page instead: create a Slack app from the manifest CloseDesk shows, install it, and paste its Bot User OAuth Token (it starts with xoxb-).
You can also start from the Add to Slack button on the CloseDesk website or from CloseDesk in Slack’s app directory. After you allow it in Slack, sign in to CloseDesk as an admin: Settings → Slack asks you to confirm the workspace before it is connected.
The workspace is connected once for your whole account. CloseDesk only posts messages; it can’t read your Slack conversations.
Choose what each company sends
- A daily summary in a channel: choose the channel, for example #finance-close. CloseDesk can post in any public channel. For a private channel, type /invite @CloseDesk in it first.
- @mention people in the summary: people whose CloseDesk email is also their Slack email are mentioned, so Slack notifies them.
- A direct message to each person: their own list, found by their CloseDesk email in Slack.
- Don’t also email people who got the Slack message: for the whole account. Anyone not found in Slack still gets the email.
Press Send a test message to check the channel and your own direct message. The messages go out each morning from 8 with the reminder emails, and list what Settings → Email says: overdue tasks, and tasks due within the days you chose there. Nobody hears from CloseDesk on a day they have nothing due.
The CloseDesk Home tab in Slack
Open CloseDesk under Apps in Slack. Its Home tab shows your own tasks that are overdue or due today, in every company of your account, with a button to open My Workarea. CloseDesk finds you by your Slack email, so it has to be the same email as your CloseDesk sign-in. The tab also shows which CloseDesk account the workspace is connected to and what each company sends there.
If you remove CloseDesk from your Slack workspace, CloseDesk notices and asks an admin to connect Slack again.