Slack

This guide walks you through how to connect Slack with Success.co so your team can collaborate more efficiently. You will learn how to enable the integration and streamline communication by bringing important updates directly from your Slack channels into Success.co.

To begin, open Settings by selecting your company name or logo in the sidebar and choosing Settings from the dropdown. In the Settings menu, go to Integrations in the sidebar. Find Slack in the list and select Enable.

You will be routed to a page where you can review the app permissions and allow the Success.co app to access Slack. Select the workspace in Slack that you want to connect to Success.co from the dropdown.

After reviewing the privacy agreement and terms of service, click Allow to continue.

Slack Workspaces
Please note you can only connect a Slack workspace to one company in Success.co. If you try to connect a Slack Workspace that is already connected to another company in Success.co you will be shown an error.

It should now show Ready with a green checkmark as confirmation that your Slack channel has been successfully linked to Success.co. You will see a settings icon next to the Ready status where you can configure the Slack integration. You will also find a three dot menu on the side that allows you to disable the integration if needed.

Selecting the settings icon next to the Ready indicator shows you the status of the Slack integration and it gives you options to reconnect or disconnect the integration. You can also select the Back to Integrations button if you want to return to the integrations menu.

To use the this integration, click the three-dot icon next to a comment in Slack and select the “Create in Success.co” action.

Initially, you may have to click "More message shortcuts" and then you will see the “Create in Success.co” option. As you use it more often it will then become a default in the list.

Creating an item

A Create Item window will pop up. From the Item Type dropdown, you can select whether you want to create a To-Do, Issue, or Headline.

When you select To-Do as the item type, you can:

Edit the title
Add a description
Select a team
Select a user
Set a due date
Choose a priority level (High, Medium, Low, or No Priority)

Click Create to save the To-do.

When you select Issue as the item type, you can:

Edit the title
Add a description
Select a team
Assign a user
Choose a priority level (High, Medium, Low, or No Priority)
Select the issue type (Short Term or Long Term)
Set the issue status (Solved or Unsolved)

Click Create to save the Issue.

When you select Headline as the item type, you can:

Edit the title
Add a description
Select a team
Assign a user

Click Create to save the Headline.

Slack Link Preview

When you copy and paste a Success.co link for a to-do, headline, or issue directly into Slack, the platform will automatically generate a preview card.