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Creating Tasks and Issues from Slack

You can create tasks and issues from Slack and associate them with projects, if the Workfront add-in has been installed in your Slack instance.

For more information about configuring Workfront with Slack, see "Configuring the Workfront Add-In for Slack." 

You must have access to create tasks and issues in your Access Level and you must have Contribute permissions on the project that you are associating them with. 

For more information about Access Levels, see "Access Levels by License Type."
For more information about permissions to objects, see "Understanding Permissions in the Access Model."

Creating Tasks from 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 the "Logging In to Workfront from Slack" section in "Accessing Workfront from Slack."
  2. From any channel, start typing the following command in the message field: 
    /workfront add task <Task Name>.
    NOTE Commands are case sensitive. You can start your command with '/wf' instead of '/workfront.' 
    The Task Name must be entered as it will appear in the Workfront interface, without brackets or quotation marks.
    add_task_to_project.png
  3. (Optional) Start typing the name of a project with which you want to associate the new task and select it when it appears in the list.
    You receive a confirmation indicating that the task was added to the selected project.
  4. (Optional) Click Add to my work to add the task to your Working On list, as an ad-hoc task. 
    You receive a confirmation indicating that the task was added to your personal project. The task appears in your Working On list. 
    For more information about adding ad-hoc items to Workfront, see "Creating Ad-Hoc Work Items."
  5. (Optional) Click the name of the task in the confirmation message to open it in Workfront, in a new browser tab.

Creating Issues from 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 the "Logging In to Workfront from Slack" section in "Accessing Workfront from Slack."
  2. From any channel, start typing the following command in the message field: 
    /workfront add issue <Issue Name>.
    NOTE Commands are case sensitive. You can start your command with '/wf' instead of '/workfront.' 
    The Issue Name must be entered as it will appear in the Workfront interface, without brackets or quotation marks.
    slack_add_issue_to_project.png
  3. (Optional) Start typing the name of a project with which you want to associate the new issue and select it when it appears in the list.
    You receive a confirmation indicating that the issue was added to the selected project. 
  4. (Optional) Click the name of the issue in the confirmation message to open it in Workfront, in a new browser tab.