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Accessing Workfront from Slack

 

Understanding the Integration of Workfront with Slack

You or your Slack system administrator must install the Workfront app in your Slack instance before you can use Workfront from Slack. 

For more information about configuring Workfront for Slack, see "Configuring Workfront for Slack."

Integrating Workfront with Slack allows you to access Workfront from Slack, or perform certain actions in Workfront using a slash command. The integration can be used from any Slack environment, including the Slack mobile app. 

Understanding Slash Commands

When using Slack, you type messages inside of a message field. When you start your message with a slash, it becomes a command and it behaves differently than a simple message. The command tells Slack to perform an action. 

You can access your Workfront instance from Slack by typing a slash command in any Slack channel.

Remember the following when using a slash command in Slack to access Workfront:

  • Slash commands are case sensitive. 
  • The commands are only visible to you, regardless of which channel you are typing them in.
  • The command should always start with the following:
    /workfront
    Or 
    /wf 
    followed by the name of an action you want to perform in Workfront.
    This indicates that your command is meant for the Workfront app. The commands for Workfront work only when you have already configured the Workfront app with your Slack instance. 

For a list of all the commands you can run from Slack for Workfront, see "Accessing Workfront from Slack."

Logging In to Workfront from Slack

When you type any command in the message field in Slack, you will be asked to log in to Workfront first.
For a complete list of Workfront commands from Slack, see "Accessing Workfront from Slack" in this article. 

To log in to Workfront from Slack:

  1. Log in to your Slack instance.
  2. From any channel, type one of the following commands:
    /workfront log in
    Or 
    /wf log in
  3. Click the Workfront Log In link displayed in the response. 
    A new tab opens with fields for Workfront credentials.
  4. Specify the following information for your Workfront instance:
    • Username
    • Password
    • Host
      The Host must be in the following format:  
      https://YourDomainName>.my.workfront.com
  5. Click Log in.
    The configuration page for Workfront notifications in Slack opens. 
  6. (Optional) Disable any Workfront notifications that you do not want to receive in Slack. 
    For information about configuring Workfront settings for Slack, see the "Configuring Settings" section in this article
  7. Navigate back to your Slack channel.
    You are logged in to Workfront from your Slack instance. 

Accessing Workfront from Slack

Accessing Workfront from a Slash Command in Slack

  1. Log in to your Slack instance and log in to Workfront from Slack.
    For more information about logging in to Workfront from Slack, see "Logging In to Workfront from Slack."
  2. From any channel, start typing the following command in the message field: 
    /workfront help
    Or 
    /wf help
  3. Select from the following commands: 
    • /wf work 
      Displays buttons from which you can access your Working On, Work Requests, and your Approvals lists. Clicking one of the buttons displays the first 15 items of each list in Slack. 
      slack_work_command.png
      For more information about managing Workfront work items from Slack, see "Managing Your Work and Approvals from Slack."
    • /wf add task <TaskName>
      Include the name of the task as it will appear in the Workfront interface.
      Adds a task to Workfront.
      For more information about adding tasks to Workfront from Slack, see the "Creating Tasks from Slack" section in "Creating Tasks and Issues from Slack."
    • /wf add issue <Issue Name>
      Include the name of the issue as it will appear in the Workfront interface.
      Adds an issue to Workfront
      For more information about adding issues to Workfront from Slack, see the "Creating Issues from Slack" section in "Creating Tasks and Issues from Slack."
    • /wf favorites
      Displays the list of your Workfront Favorites.
      For more information about accessing your Favorites from Slack, see the "Accessing Your Favorites List from Slack" section in "Accessing Your Favorites and Recent Items from Slack."
    • /wf recent
      Displays the list of your most recently accessed items in Workfront.
      For more information about accessing your Recent Items from Slack, see the "Accessing Your Recent Items List from Slack" section in "Accessing Your Favorites and Recent Items from Slack."
    • /wf working on
      Displays your Working On list.
      For more information about managing your Working On list from Slack, see the "Managing Your Working On Items from Slack" section in "Managing Your Work and Approvals from Slack."
    • /wf work requests
      Displays your Work Requests List.
      For more information about managing your Work Requests list from Slack, see the "Managing Your Work Requests from Slack" section in "Managing Your Work and Approvals from Slack."
    • /wf approvals
      Displays your Workfront approvals.
      For more information about managing your approvals from Slack, see the "Managing Your Approvals from Slack" section in "Managing Your Work and Approvals from Slack."
    • /wf search <keyword> (include keyword)
      Search for a specific keyword. You can search for the following objects:
    • /wf log in
      Logs you in to Workfront from Slack. 
    • /wf logout 
      Logs you out of Workfront from Slack. You remain logged in to Workfront if you have a separate Workfront instance open in another browser tab on in another application. 
    • /wf settings
      Gives you access to configuring your Workfront settings in Slack. 
      For information about configuring Workfront settings in Slack, see "Configuring Settings."
    • /wf help
      Displays a complete list of commands for Workfront. 
    • Visit Workfront Help: Opens the Slack section on the Workfront Help Site in a new browser tab. 
  4. (Optional) To delete the message of any command, mouse over the upper-right corner of the Slack message containing the command and click Show message actions, then click Delete message.
  5. (Optional and conditional) Click Delete to confirm you want to delete this message. 

Accessing Workfront from a Shared Link in Slack

You can access Workfront objects from a link to those objects that is shared with you in Slack. 

For more information about accessing Workfront from a shared link, see "Accessing Workfront Objects from a Shared Link in Slack."

Configuring Settings

**^

  1. Inside a Slack message field, type the following command:
    /workfront settings
    Or
    /wf settings
    slack_all_preferences.png
    All settings are enabled by default.
  2. Deselect from the following options, to disable your settings for Workfront:
    • In the General Settings area, disable the When pasting a Workfront URL in a Slack channel, show additional description, due date, or requestor name. setting if you do not want Slack to add additional information about your Workfront objects when you share a URL to the object in Slack.
    • In the Notifications Settings area, disable notifications that you want to stop receiving from Workfront. 
      For more information about receiving Workfront notifications in Slack, see "Receiving Workfront Notifications in Slack."

Logging Out of Workfront from Slack 

  1. Inside a Slack message field, type the following command:
    /workfront logout
    Or
    /wf logout

    You receive a confirmation that you have been logged out of Workfront. 
    You remain logged in to Workfront if you have a separate Workfront instance open in another browser tab on in another application. 

**^(some of this information is duplicating in Receiving Workfront Notifications in Slack)

This article last updated on 2018-08-16 12:48:28 UTC