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Slack

Wrike's Integration with Slack is available for all users (including Collaborators) on all account types (including Free).

4.5 min read

Overview

Once the Slack integration is in place, you can

  • Receive Wrike notifications in Slack.
  • Create Wrike tasks from Slack.
  • Preview tasks in your channels and conversations.

Important Information

  • Slack notifications are completely independent of email notifications. Your Slack notification settings do not affect your email notification settings.

Enable Wrike's Slack Integration

Once one person completes the steps below, Wrike’s Slack integration becomes partially enabled for all users who are part of that Slack account. However, each user needs to follow the below steps in order for the integration to become fully enabled for them.

  1. Open the Slack card from the Apps and Integrations page in Wrike. 
    • Click your Profile image in the Workspace's upper right-hand corner. 
    • Select "Apps & Integrations".
    • Scroll to Slack.
    • Click "Configure".
  2. Click "Enable".

Follow the integration wizard's steps to complete the integration.

Wrike Notifications in Slack

You can set up notifications so that you receive Wrike-related notifications in Slack. Notifications are set up on a Folder by Folder (or Project by Project) basis and are sent to the Slack channel or direct message conversation you choose. You can receive instant notifications when

  • A task or subtask is created.
  • A task’s or subtask’s status is updated.
  • A task’s or subtask’s due date changes.
  • New attachments (or a new version of an existing attachment) are added.
  • Comments are added. (Proofing comments do not trigger Slack notifications).

Desktop-Notification.png

Please note, if you enable notifications, then you receive notifications for all of the tasks and subtasks in that Folder or Project. However, you won’t get notifications about tasks in Subfolders or Subprojects.

Enable Notifications in Slack

Follow the steps below for each Folder/Project where you want to enable Slack notifications.

  1. Open a Folder or Project info panel (click the Folder/Project icon in the List View panel’s upper right-hand corner). 1
  2. Click the Slack icon in the info panel’s upper right-hand corner. 2
  3. Select “Choose channel”. 3
  4. Choose the Slack channel where notifications should be posted. 4
  5. Click “Authorize”. 5
  6. Uncheck the boxes next to notifications you don’t want to receive and click “Apply”. (optional)

Please note, your Slack admin may have restricted the option for individuals to install apps. If you get an "Only team owners can install it" error message please contact your Slack account admin.

Enable-Integration.png

Disable Wrike Notifications in Slack

  1. Open a Folder or Project info panel (click the Folder/Project icon in the List View panel’s upper right-hand corner). 1
  2. Click the Slack icon in the info panel’s upper right-hand corner. 2
  3. Click “Disable”. 3

You will no longer receive Slack notifications related to tasks in that Folder/Project.

Disable-Integration.png

Create a Task from Slack

You must enable the Slack integration in order to use the below commands. 
  1. Open any conversation in Slack (a channel or direct message). 
  2. Type "/wriketask" (without quotes) followed by what you would like the task to be titled.  
  3. Add an assignee, due date, Folder/Project (it must be a starred Folder/Project), and description. (optional).
  4. Click Create!
Your task is created in Wrike. If you don't specify which Folder it should be added to, then it is added to the root Folder and you can find the task via search. 

More Slash Commands

You must enable the Slack integration in order to be able to use the below commands. 

Generate Task Previews

Share important task details by inserting a quick preview into a Slack chat or channel. The task preview shows the task's: status, title, assignees, due date, and parent Folders/Projects.

Please note, you can only generate previews for tasks that are shared with you. However, if someone uses the task preview command, then anyone with access to that chat or channel sees the information generated by the preview.

How to: In a chat or channel, enter the command "/wrikepreview" (without quotes) followed by the task’s permalink.

Task-Preview.png

Automatic Task Previews

You can invite the Wrike app to a channel. Once the Wrike app is invited to a channel, you can post Wrike URLs in that channel (including threads) and a preview with important task details is automatically generated (no need to use the /wrikepreview command for each task).

Please note, you can only generate previews for tasks that are shared with you. However, if someone uses the task preview command, then anyone with access to that discussion or channel sees the information generated by the preview.

How to: In a channel, enter the command "/invite" (without quotes) @wrikebot.

 

Give Feedback

We would love to know what you think about the integration, use this command to send feedback to the Wrike team.

How to: In a chat or channel, enter the command "/wrikefeedback" (without quotes) followed by your feedback.

Help

Use this command to generate a list of available Wrike related commands.

How to: In a chat or channel, enter the command "/wrikehelp" (without quotes).

Disable the Integration

For Individual Users

Each user can disable the integration for their own Slack/Wrike instance.

  1. Open the Slack card from the Apps and Integrations page in Wrike. 
    • Click your Profile image in the Workspace's upper right-hand corner. 
    • Select "Apps & Integrations".
    • Scroll to Slack.
    • Click "Configure".
  2. Select “Disable” on the Slack app card.

The Slack integration is now disabled for you, but your teammates can continue using the integration.

For all Users on the Same Account

Any member of the Slack account can disable the Slack integration for the entire team.

You can disable the Slack integration for the entire team. Please note, following the instructions below blocks the Wrike/Slack integration for all users on your account. If you would like to disable the integration for individual users, please see the instructions above.

  1. Visit Slack’s app management page.
  2. Select the Wrike app.
  3. Click “Remove app”.
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