Slack Project Managers – Be the Best

Slack Project Managers – Be the Best

You know Slack as a popular communication app, one used as a workplace chat-room for teams worldwide.

Well, its universal greatness has grown beyond all expectations since its conception in 2009.

In addition to using Slack as a real-time collaboration tool, project managers are planning, organizing, setting reminders, tracking activity, and more with the familiar channels many of us ask “when’s lunch?” and send GIPHY gifs in. Slack is truly a bona fide project management tool.

Project managers require constant notifications to stay ahead of strict deadlines.

Most project management softwares fail to keep those notifications where you and your team can see them.

By funneling through an app that everyone loves to use already, integrated project management on Slack nearly guarantees that updates will reach the whole team instantly.

There are plenty of reasons to use Slack to handle your tasks, but how? How does a communication app become a management tool?

Here’s what we found.

Slack as a Project Management Platform

The 7 tools of Slack project managers

Keep your teams productive and demonstrate the benefits of these 7 features to every team member.

1. To-do lists

Native app functionality allows Slack users to plan and create to-do lists based on channel communication by adding stars to messages and clicking “Show Starred Items.” Managers can pin messages to prioritize tasks for the entire channel or make sure everyone in the channel sees important information about the project.

Slack Pinned Tasks

2. Collaboration

Team collaboration on documents is easy in Slack. The native Post system lets you create a document, share it with others when ready, and let anyone on the team edit it within the app. Documents can include check-boxes as well, perfect for planning a project or tracking completion on project tasks.

3. Search

If you’ve ever lost an important bit of info in an email chain with a coworker from a few weeks back, you’ll know why having a powerful search capability built into a chat-room app is important. Search a keyword with modifiers like “from:” to find that coworker’s note about a deliverable. Similarly, check certain channels with “in:” or find that linked resource with “has:link.” There’s plenty more you can accomplish with Slack’s search function, so don’t worry about writing everything down on a Post-It note.

4. Taking notes

Speaking of Post-It notes, taking notes in Slack is a breeze. Simply message yourself or create your own private channel to keep a log of notes that you can search anytime. Sketch out a plan or project schedule, store contact information, or keep online resources handy using notes. Every message has a time-stamp, so you can even keep a work diary. Looking back on your accomplishments in Slack can be a huge motivator to get you through your current project.

5. Statuses

Setting activity and current statuses helps coworkers stay in the loop. No more interruptions to ask, “Hey, are you still working on that task report?” Your status in the app lets them know. There are also pre-written statuses to choose from such as “Out sick” and “In a meeting,” with appropriate shorthand emojis. For project managers, keeping tabs on team members allows you to delegate accordingly.

6. Audio/video conferencing

Audio/video collaboration in a channel saves time and skips the switch to Skype and Google Hangouts at no cost, perfect for communication with remote workers.

7. Integrations

Finally, there are hundreds of app services to help make work easier for Slack users. If you’re using one like GitHub, Dropbox, or Zendesk, you can combine it with your favorite collaboration tool. And we should all be aware of Slack’s new favorite integration – ClickUp! In short, we help make project management easier in Slack.

How ClickUp Makes Slack a Project Manager’s Paradise

ClickUp is a “Slack Featured App” for good reason.

While Slack keeps communication open, our free project management software maintains project structure and solidifies the details.

As a true project management solution, Slack’s integration with ClickUp means team members stay informed, managers can see progress in real time, and project organization is kept tight.

No more confusion or lost information, and everyone saves valuable time.

Integrated project management is easy. Don’t believe us? Here’s our video on the integration process in just a few simple steps.

Prefer to read in the office? Here’s our blog post!

Links to tasks

When you link a page from ClickUp in a Slack channel, it won’t just be a blue text hyperlink anymore. The link will unfurl into a task box, instantly showing important information and the ability to change the status and assignees on the task.

Slack task unfurl

Notifications

You’ll also get the benefit of simple and clean notifications on the Slack app. ClickUp notifications sent directly to Slack include task creation, attachment uploads, comments added, and changes in status or assignees on a task.

We at ClickUp are dedicated to improvement. There’s plenty more to come in notification types and customization of notifications as well as new functionality so you never have to leave the conversation!

Using ClickUp with Slack

To enhance your integrated project management, get started with a few of these tips.

Remind me later

Link a page from the ClickUp management app in your Slack channel, watch it unfurl, then navigate to “Show message actions” and click “Remind me about this” on it! You can choose when to be reminded, and can focus on another task worry-free until then.

For example, let’s say a coworker referenced a ClickUp task that you’re working on. They changed the status and provided feedback and extra information to take into consideration. However, you’re working on a more urgent task right now. You can now use the reminder function on the unfurled ClickUp task to remind you in an hour to start working on it. No need to stress about it!

Turn ideas into tasks

Manage projects while keeping communication open. In a channel perhaps named “ideas,” brainstorm with your team to plan your next project. When the details are hammered out, add tasks to ClickUp and watch your team build something they had a hand in dreaming up.

Easier to-do list 

Create a to-do list channel. Every day, link task pages from ClickUp as a team checklist. This sets priorities and goals for the day. Best paired with pinned messages filled with pertinent information, the most important task to complete, motivational quotes, or even just a really good gif.

Watch notifications roll in

Slack teams know the importance of notifications in the app. Always know what’s happening by using Slack/ClickUp notifications to monitor progress at a glance. The notifications will show up in the channel you specify for the project they’re related to. Different channels can associate with different projects, getting only their relevant notifications.

Task Notifications in Slack

Update tasks without leaving Slack

When you’re integrated, you don’t even need to leave Slack to update a task. There’s no need to type in commands either. Just click the drop-down box in an unfurled task to change the assignee or status and you’re done! Team members can all do the same, so it makes that to-do list channel extra handy.

Reliability, ease of use, and ease of integration are the top three requirements project managers look for when shopping for software.

With the reliability of ClickUp, the ease of use of Slack, and how easily they integrate with each other and other apps, your project pipeline is about to become a lot smoother sailing.

You can try our award-winning project management software for free here.

Did our tips help you? Leave your thoughts in the comments below, or reach out to us on Twitter:  @ClickUp_app


Click here to make Slack 300% more productive! Or read more about the features offered with our integration here!



  • Roman Kikta

    I had no idea about the Remind Me Later feature within Slack. This will be so helpful as I get tons of notifications on numerous channels daily, it’s hard to keep track sometimes.

  • Andy P

    The best integration!

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