Integrate Perdoo with Slack to collaborate and stay on top of goals in the place where your communication already takes place.
With the Slack integration, you’ll always be up to date on the status of your goals, and can effortlessly celebrate success, or discuss how to get things back on track. Enable the integration to:
Focus your communication. Discuss new and updated goals in your group’s Slack channel.
Keep on top of goals. Update goals in a flash with Check-ins.
Foster alignment. Make everyone aware of current priorities.
In this article:
* NOTE: Your Slack user email must match your Perdoo user email in order to receive Slack Check-ins.
Setup the Slack integration
In order to set up the integration, please make sure you have Superadmin rights, then follow the next steps:
Go to Configure
From there, click on Integrations
Click on Add Slack Integration (you'll be redirected to Slack to authorize Perdoo)
Please note: Perdoo can send updates to private or public Slack channels.
However, you may need to update your integration in order to unlock private channels by clicking the update button in Configure > Integrations > Slack:
To be able to select your private channel in Perdoo, the Perdoo app needs to first be added to the private channel in order for Perdoo to see that Slack channel. You can do this in Channel settings > Integrations > Add apps. After you have added the app to the channel, you'll need to wait 24 hours for it to appear in the dropdown in Perdoo.
Push Company or Group activity to a channel
Once the integration is set up, you can also choose to send all company-wide updates to one of your channels through Configure > Integrations > Slack:
Teams also have the option of pushing their Group activity (like Reflections) to a channel of their choosing:
Go to the Group Profile
Edit the Group (pencil icon on the top)
Choose your preferred channel under Slack channel
* NOTE: Each Group can only connect to one Slack channel.
Add Reflections as standup
Sharing your Reflections to a Slack channel of your choice acts as a standup. First, choose your team's Slack channel (see above). You'll then be able to see what everyone else is working on:
Check-in via Slack
One person needs to authorize the Perdoo Slack app for the account. Then, if Check-in reminders are enabled, a reminder will be sent out to check in on your goals. It'll look like this:
The reminder is sent out at the time chosen in your Company notification settings under Configure>General>Notifications.
Periodic Progress Reports
Toggle on Periodic Progress Reports in Configure > Integrations > Slack to keep your teams updated by sending Progress Reports to the Slack channels of their choice.
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email firstname.lastname@example.org.