Slack

With Socratic connected to Slack, you can:

• Receive notifications: any Socratic items needing your attention can be sent to and acted on from Slack.

• Create tasks: you can create tasks in Socratic from Slack, either by using the slash command /task, or by choosing the 'More actions' button on any Slack message.

Activate Slack integration

Open app settings

To activate for your org:

1. Click the Socratic icon at top left, and choose Integrations.

2. Click on Slack, and then the Add to Slack button.

Notifications

Any message that appears in your Notifications can also optionally be sent to Slack, with a link to the relevant task, and the ability to reply directly from Slack.

Each team member can personally opt in or out of Slack notifications on their profile page (click your avatar, lower left).

Task creation

Creating a Socratic task from Slack using the 'More actions' button

To create a task from Slack, you can use either the slash command /task, or choose the 'More actions' button (three vertical dots) on any Slack message.

Note:

• You may optionally set a default Socratic workstream and/or work phase in which tasks created from Slack will appear. If no defaults are set, users will be prompted for a workstream, and the work phase will be set as To Do.

• Any member of an integrated Slack workspace may create tasks in Socratic, regardless of whether they’re a named user of Socratic. Tasks created via Slack show the creator as “Socratic.”

This enables, for example, the ability for help desk teams—or even end users, in the case of community Slack channels—to raise tasks in Socratic, without needing access to or even knowledge of Socratic.

For this use case, you might create a default workstream (e.g. “Triage”) to receive any Slack-generated tasks. Those tasks could then be prioritized and assigned to people and/or other workstreams within Socratic.