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Managing Your Work and Approvals from Slack

After you have installed Workfront for Slack, you can do the following:

  • Access lists of your Home items from Slack.
  • Review and accept to work on tasks and issues from Slack.
  • Review and make decisions on approvals from Slack. 

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

Managing Your Work 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 home
    NOTES:
    • Commands are case sensitive.
    • You can start your command with '/wf' instead of '/workfront.'
      The buttons from which you can access lists of your tasks, issues, and approvals display. Clicking one of the buttons displays the first 20 items of each list in Slack. 
      slack_home_buttons.PNG
  3. (Optional) Click Tasks to display all your tasks. 
    For more information about managing tasks in Slack, see "Managing Your Tasks from Slack."
  4. (Optional) Click Issues to display all your issues.
    For more information about managing issues in Slack, see "Managing Your Issues from Slack."
  5. (Optional) Click Approvals to display all the items waiting for your approval.
    For more information about managing approvals in Slack, see "Managing Your Approvals from Slack."

Managing Your Tasks from Slack

  1. Log in to your Slack instance and log in to Workfront from Slack.
    For 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 tasks
    NOTES:
    • Commands are case sensitive.
      You can start your command with '/wf' instead of '/workfront.'
      The first 20 tasks on your list display. 
      slack_two_tasks.PNG
  3. Click +<remaining number> more to display additional tasks.
  4. Consider reviewing the following information about your tasks:
    • Name
    • Project Name or Parent Object Name
    • Planned Completion Date of the work item.
    • Assigned By Name: this is the name of the user who assigned the task to you.
    • Status 
  5. (Optional) Click the name of an item to open it in Workfront in a separate browser tab.
  6. (Optional) In the Status field, select a new Status.
  7. (Optional) Click Log Time, then select an Hour Type and an hour amount to log time on the item. 
    NOTE You can only log hours in increments of a full or half hour, up to 12 hours and 30 minutes.
    The hours you log have an Entry Date of today. You cannot log time for a passed or future date from Slack. 
    You receive a confirmation that the time has been logged.  
  8. (Optional) Click Work on it to accept to work on a task. The Work on it button disappears.

Managing Your 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 either of the following commands in the message field: 
    /workfront issues.
    NOTES:
    • Commands are case sensitive.
      You can start your command with '/wf' instead of '/workfront.'
      The first 20 issues on your work list display.
      Slack_two_issues.PNG

  3. Click +<remaining number> more to display additional issues.
  4. Consider reviewing the following information about your issues:
    • Name
    • Project Name or Parent Object Name
    • Priority
    • Assigned by Name: This is the name of the user who assigned the issue to you. 
    • Status
  5. (Optional) Click the name of the issue to open it in Workfront in a separate browser tab.
  6. (Optional) Click Work on it to start working on issues you have not accepted yet.
    The Work on it button disappears. 

Managing Your Approvals 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 either of the following commands in the message field: 
    /workfront work, then click the Approvals button
    Or
    /workfront approvals
    NOTE Commands are case sensitive. You can start your command with '/wf' instead of '/workfront.'
    The first 20 items on your Approvals list display. Additional information about the items also displays, like the name of the user who requested it or the name of the project the item belongs to. 
  3. Click Show remaining <number> items to display additional items.
    slack_project_approvals_list.png
    slack_access_approvals_list.png
    slack_document_approvals_list.png
  4. Consider managing approvals for the following objects: 
    • Projects
      Click Approve or Reject to accept or reject the status change of a project.
    • Tasks
      Click Approve or Reject to accept or reject the status change of a task.
    • Issues
      Click Approve or Reject to accept or reject the status change of an issue.
    • Documents
      Click Approve to approve a document, Reject to reject it, or Changes to indicate that you approve it, but that the document needs additional changes.
      (Optional) Mouse over the document thumbnail to click the magnifying glass and preview the document. 
    • Proofs
      Click the proof name to open it in Workfront in a separate tab and manage the approval. 
    • Access Requests
      Click Grant Access to give enhanced permissions to the requested object, or Ignore to ignore the request for more access.
  5. (Optional) Click the name of the object submitted for approval to open it in Workfront in a new browser tab. 
This article last updated on 2019-03-04 19:25:09 UTC