Clear channels of communication are crucial for optimising your teams’ performance. The monday.com Slack integration delivers just that.
Effective teamwork requires seamless collaboration and work management. This becomes even more important when you factor in today’s predominantly remote or hybrid working environments. But finding the right technologies to enable this can be difficult.
As you may well have experienced, few platforms provide a perfect solution. We recommend using different tools, each with its own specialisation (in this case, communication and work management), and then customising them to work for you.
monday.com and Slack are two such tools. Today, we’ll explain how you can integrate them to provide a cohesive communication and work management solution for your team.
We’ll cover:
- An introduction to monday.com and Slack
- Why integrate them?
- How to integrate monday.com with Slack
An introduction to monday.com and the Slack messaging app
It’s likely you’re already familiar with at least one of these tools, as Slack and monday.com are two of the most widely used tools for project management and communication respectively.
But if you’re new to them (or need a quick refresher course), here’s a brief overview of each and what they can offer you:
What is monday.com?
If you want to plan and manage workflows, meet deadlines, and establish accountability and user responsibilities, monday.com is the ideal tool for your team.
This project management OS offers feature-rich capabilities and a dashboard for planning work, managing and delivering projects, and subsequent reporting. It also allows some real-time collaboration if you use the item discussion panel. In practice, however, it’s not what we would term instant, and it doesn’t provide user-to-user communication.
What is Slack?
Now, unlike monday.com, Slack does provide user-to-user communication. It’s a collaboration platform designed for businesses, enabling users to communicate via direct instant messages and call team members.
With Slack, you can create various channels (including private channels), send documents, post audio files and join huddles. Perhaps most importantly, especially for connected teams and processes, the Slack workspace integrates with other applications and tools, such as Atlassian’s Jira and Confluence.
Why integrate slack and monday.com?
Whilst intended for workplace use, Slack is not a work management tool. It was purpose-built for communication and that’s what it does best. monday.com on the other hand, was specifically designed for workflow management. As a result, its communication options are limited.
Now, if you’re a business that needs specialised project management and communication platforms, you would use both monday.com and Slack for maximum efficiency. They’re both leaders in their fields – but the downside is that your team would have to work across two different platforms.
What if there was a way of getting Slack notifications from your monday.com account without context switching?
Or what about sending tasks from monday.com to your chosen Slack channel?
Integration is the answer.
By integrating these two specialised tools, you can get them to work together to provide one powerful solution.
monday.com - Slack integration: Key features
- Set up tasks or projects, directly from Slack messages using the ‘Create an item’ action. Instantly create new items and leave updates to existing items.
- Create a new task or change status on the project management tool and notify an entire channel in Slack instantly so all stakeholders are on the same page
- Get notifications in a relevant Slack channel for you and your team(s) when due dates are updated on monday.com
- Automatically sync conversations across both platforms
monday.com - Slack integration: Key benefits
- Ensure all teammates are aware of deadlines and due dates
- Reduce context switching and duplication of effort
- Enable secure and central sharing of conversations, documents, links and files
- Simplify efficient work and collaboration
How to set up the Slack integration with the monday.com app
- The first step to set up the integration is to go to the monday.com board you wish to connect with Slack and click the ‘integration’ button. You’ll see a list of built-in, free, integration-ready apps (of which Slack is one).
- Select the Slack banner to see a list of Automation recipes available through the integration. Recipes provide supported automation or customisable templates consisting of a Trigger, Conditions and Actions.
- Select a recipe, after which you’ll be asked to connect to a Slack account. Follow the instructions to authorise the connection.
- Now that your two platforms are connected, you can start benefitting from your monday.com – Slack integration. Or, if you’re using a customisable recipe, you can continue to configure how you want to use your connection.
Streamline your workflows with customisation
To get even more out of your monday.com-Slack integration, you can customise some elements.
- Do you want to notify a Slack channel when an item is created on the monday.com workspace? Search for and select that recipe from the menu, then choose the event and board on monday.com alongside the Slack channel you wish to alert.
- Would you like an individual user to be notified every time a certain event occurs? Fill in the item and event along with the user’s name, and they’ll receive a message on Slack when the event occurs.
- Looking to send updates and create tasks from Slack? Just head over to the shortcuts icon and click on ‘Browse all shortcuts’. Find and select monday.com to ‘Create a new item’. You can then fill in the details of the item, including any messages that you wish to include in the item’s ‘Update’ section.
Connect and configure to unlock the potential of both apps
By connecting these two specialist apps, you and your team can benefit from seamless, real-time communication and leading project management functionality. It will enable you to complete work more effectively, efficiently and securely.
And if you’re not sure how to configure the Slack and monday.com integration to get the best results for your team or if you simply don’t have the time or resources, we’ll be happy to help.
Get in touch with our monday.com experts for a free 30-minute consultation to learn how monday.com and Slack can optimise your workplace communication and callaboration.
Find out how to integrate monday.com and Jira here.
