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Managing Your Work and Approvals from Slack

When the Workfront add-in has been installed in your Slack instance, you can do the following:

  • Access the tabs in your My Work area from Slack.
  • Review the items listed on the My Work tabs from Slack
  • Perform actions on the My Work items from Slack. 

For more information about configuring Workfront with Slack, see "Configuring the Workfront Add-In 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 work
    NOTE Commands are case sensitive. You can start your command with '/wf' instead of '/workfront.'
    Three buttons corresponding to the tabs in your My Work area display. 
    slack_work_command_the_three_buttons.png
  3. (Optional) Click Working On to display all the items on your Working On tab.
    For more information about managing items on your Working On tab, see "Managing Your Working On Items from Slack."
  4. (Optional) Click Work Requests to display all the items on your Work Requests tab.
    For more information about managing items on your Work Requests tab, see "Managing Your Work Requests from Slack."
  5. (Optional) Click Approvals to display all the items on your Approvals tab.
    For more information about managing items on your Working On tab, see "Managing Your Approvals from Slack."

Managing Your Working On Items 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 Working On button
    Or
    /workfront working on
    NOTE Commands are case sensitive. You can start your command with '/wf' instead of '/workfront.'
    The first 20 items on your Working On list display.
    slack_task_on_working_on_list.png
    slack_issue_on_working_on_tab.png
  3. Click Next to display additional items.
  4. Consider reviewing the following information about your work items:
    • Name
    • Project Name or Parent Object Name
    • Planned Completion Date of the work item.
    • 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.  

Managing Your Work Requests 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 Work Requests button
    Or
    /workfront work requests
    NOTE Commands are case sensitive. You can start your command with '/wf' instead of '/workfront.'
    The first 20 items on your Work Requests list display.
    task_on_work_requests_list.png
    slack_issue_on_work_requests_tab.png
  3. Click Show remaining <number> items to display additional items.
  4. Consider reviewing the following information about your work items:
    • Name
    • Project Name or Parent Object Name
    • Due on Date: This is the Planned Completion Date of the work item.
    • Requested by Name: This is the Primary Contact (for issues) or the user who made the assignment (for tasks). 
  5. (Optional) Click the name of the work item to open it in Workfront in a separate browser tab.
  6. (Optional) Click Work on it to start working on the item and move it to the Working On list. 
    You receive a confirmation that work has been accepted. 

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.