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.

Success.co Integrations settings page with the Enable button for Slack highlighted under Team collaboration

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.

Slack permission page asking to allow the Success.co app to access Slack, with a workspace dropdown and Allow button

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.

Integrations page showing Slack with a green Ready status, a settings icon and a three-dot menu open with Disable

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.

Configure Slack integration page showing Connected status, the workspace, available features, and Reconnect and Disconnect buttons

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.

Slack message menu with the Create in Success.co shortcut highlighted above More message shortcuts

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.

Slack Create Item window with the Item Type dropdown open showing To-do, Issue and 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.

Slack Create Item window for a To-do with title, description, team, owner, due date and priority fields and a Create button

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.

Slack Create Item window for an Issue with title, description, team, owner, priority, type and status fields

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 Create Item window for a Headline with title, description, team and owner fields and a Create button

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.

To-do Preview Details

When you share a to-do link in Slack, the preview card will display:

  • Status
  • Priority
  • Assignee
  • Team
Slack link preview card for a Success.co To-do showing status, priority, assignee, team and a See more link

If you click See more, Slack will expand the preview to show:

  • Due date
  • A button that opens the to-do directly in Success.co
Expanded Slack preview card for a To-do showing due date and a View in Success.co button

Issue Preview Details

When you share an issue link in Slack, the preview card will display:

  • Status
  • Priority
  • Assignee
  • Issue type (Short term or Long term)
Slack link preview card for a Success.co Issue showing status, priority, assignee, type and a See more link

When you click See more, Slack will show:

  • Team
  • A button to view the issue in Success.co
Expanded Slack preview card for an Issue showing the team and a View in Success.co button

Headline Preview Details

When you share a headline link in Slack, the preview card will display:

  • Assignee
  • Team
  • A button to view the headline in Success.co
Slack link preview card for a Success.co Headline showing assignee, team and a View in Success.co button