Yes! Loopio’s Integration for Slack keeps your Project Participants informed of their Assignments, helping your team stay organized and deliver Projects on time.
In this article:
- What Notifications Are Sent From the Integration for Slack?
- Which Project Notifications Are Sent Instantly?
- What Is Included in the Slack Daily Digest?
- Changing the Notifications Sent Through the Integration for Slack
- Enabling and Disabling Specific Slack Notifications for all Users
- Selecting a Preferred Slack Workspace for Project Notifications
What Notifications Are Sent From the Integration for Slack?
There are two types of Notifications that are sent through the Integration for Slack: instant Project Notifications and a Daily Digest.
Both Project Notifications and the Daily Digest will appear in Slack as direct messages from the Loopio App:
Tip: Project Notifications can be configured. See “Changing the Notifications Sent Through the Integration for Slack” below.
Which Project Notifications Are Sent Instantly?
In the Project Workspace, a direct message is instantaneously sent to Users, via the Loopio app in Slack, when:
- They are assigned a Project Entry
- A Team they belong to is assigned a Project Entry
- A Project Entry Review is ready to complete for the User
- A Project Entry Review is ready to complete for a Team they belong to
- They are @ mentioned in a comment
- A comment is left on an Entry they are assigned to
- A Project Entry they are assigned to is nudged
- A Project-wide nudge is initiated from the Project Dashboard
Note: You will not receive a Slack notification for any actions you have assigned to yourself.
What Is Included in the Slack Daily Digest?
A Daily Digest is sent out at approximately 9:00 AM local time (as set in each User’s Slack timezone). This includes a summary of Overdue Assignments, Assignments Due in 3 Days or Sooner, and All Other Assignments.
This summary includes:
- Project Entry assignments
- Project Entry Reviews that are ready to complete
- Library Reviews assigned to them
Assignments for Teams that have not been claimed, or have been claimed by a different User, are not shown in the Daily Digest.
Changing the Notifications Sent Through the Integration for Slack
Project Notifications sent through Slack can be configured in two ways:
- Specific notifications can be turned on or off for all Loopio Users, through the Admin tab
- Users who are members of more than one connected Slack Workspace can configure their preferred workspace in their Account Details page
Enabling and Disabling Specific Slack Notifications for all Users
- Click Admin in your top navigation bar
- Click Notifications
- Check off any Slack Notifications you would like your Users to receive
Tip: This change will apply for all Users. Email Notifications cannot be edited.
- Click Save
Selecting a Preferred Slack Workspace for Project Notifications
Note: This option is only available if your Loopio account is connected to multiple Slack workspaces.
- Click your name in the top right corner of Loopio
- If you are a member of multiple connected Slack workspaces, you will see a Preferred Slack Workspace dropdown menu
- Select your preferred workspace in the list - this is the workspace where you will receive Project notifications
- Click Update
To learn how to set up the Integration for Slack, read more: Setting up the Integration for Slack
Read on to learn more about searching the Library using the Integration for Slack: Searching the Library from Slack