Integrate with Slack

Isabel White
Written by Isabel White
Updated

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If Slack is your primary channel for communicating with colleagues, chances are you have a lot of feature ideas and feedback floating around in various channels:

  • Sales relaying requests and requirements from major opportunities
  • Support describing common requests, points of confusion, and usability issues
  • Customer success passing on the feedback they've heard during recent customer conversations
  • Marketing providing market & competitive analysis

Now you can ensure none of these valuable insights get lost! Push them from Slack to your Insights board as notes, or pre-highlighted insights linked to related feature ideas. 🌟

 

In this article:

Enable the integration

The world record for configuring this integration is 4.7 seconds.

NOTE: You must have permission to install apps in Slack.
  1. In Productboard integration settings, by Slack, select [+]
  2. Authorize the integration
  3. Configure who will be able to push messages into Productboard
  4. Invite the app into your Slack channels (see below).

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Invite the Productboard app into channels

For security reasons, our Slack integration needs to be invited into Slack channel before your team can push messages from that channel into Productboard.

1. Simply type the following:

/invite

2. Select Add apps into this channel.

3. Locate "Productboard" and select Add.

Note: If the Productboard app has already been invited into a channel, you will see a View button instead of Add. You're already ready to begin pushing messages here!

If a user attempts to push a Slack message into Productboard from a channel which hasn't invited the app yet, they will see the following error message:

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Push Slack messages into Productboard

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In Slack, hover over a message or threaded reply and select More actions [...], then Push to Productboard. When you push a message from Slack, the note in Productboard will automatically be assigned to you.

Note that you may need to select More message actions... if the option above is nowhere to be found. In Slack, actions are ordered according to the frequency of usage.

 

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Next, you'll have some (optional) options!

  • Link to feature
  • Indicate importance
  • Add a comment to provide additional context

Pushing messages from public channels

Users can push individual messages and threaded replies from public channels.

Threaded replies

Users can push threaded replies from public channels. At the moment a threaded reply is pushed into Productboard, any preexisting messages in that thread will be pushed to Productboard in the same note. If you wish to push a subsequent threaded reply later on, you will need to manually push that message into Productboard - but we'll append it to the same note. :) 

Confirmation messages

When messages are pushed from public channels, everyone will see a view-only confirmation. 

The user who pushed a message will see additional configuration options.

 

Pushing messages from private channels

Users can push individual messages from a private channel without inviting the Slack app first. All messages pushed from private channels will submitted without user information, and will be attributed to Anonymous in your Insights board:

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Threaded replies

Users can push threaded replies from private channels after inviting the Slack app into the channel. At the moment a threaded reply is pushed into Productboard, any preexisting messages in that thread will be pushed to Productboard in the same note. If you wish to push a subsequent threaded reply later on, you will need to manually push that message into Productboard - but we'll append it to the same note. :) 

Confirmation messages

When messages are pushed from private channels, everyone will see a view-only confirmation. 

The user who pushed a message will see additional configuration options.

Pushing messages from private group chats

Users can push individual messages from a private group chat without inviting the Slack app first. All messages pushed from private group chats will submitted without user information, and will be attributed to Anonymous in your Insights board:

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Threaded replies

Users can push threaded replies from private chats after inviting the Slack app into the chat. At the moment a threaded reply is pushed into Productboard, any preexisting messages in that thread will be pushed to Productboard in the same note. If you wish to push a subsequent threaded reply later on, you will need to manually push that message into Productboard - but we'll append it to the same note. 

Confirmation messages

When messages are pushed from private channels, everyone will see a view-only confirmation. 

The user who pushed a message will see additional configuration options.

 

Pushing messages from shared channels

Users can push individual messages from a shared channel after inviting their Productboard integration into the shared channel. If both parties wish to push messages from a shared channel to their Productboard instances, both parties must configure their own Slack <> Productboard integrations, and both integrations must be invited to the channel.

Threaded replies

Users can push threaded replies from shared channels after inviting the Slack app into the channel. At the moment a threaded reply is pushed into Productboard, any preexisting messages in that thread will be pushed to Productboard in the same note. If you wish to push a subsequent threaded reply later on, you will need to manually push that message into Productboard - but we'll append it to the same note.

Confirmation messages

When messages are pushed from private channels, everyone will see a view-only confirmation. 

The user who pushed a message will see additional configuration options.

 

Configure Slack messages already pushed into Productboard

When a message is pushed to Productboard from a public Slack channel, all members will see a view-only confirmation:

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The person who pushes a message/reply into Productboard will see a special confirmation message with additional options:

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  • Change Said by: This field represents the person providing the feedback. The field defaults to the person who Slacked the message, but consider updating it to the relevant end user if that information is available).
  • Change Owner: This field defaults to the person who pushed the message.
  • Add tags: Add up to three tags.
  • Create new Said by: If you've never attributed feedback to this person before and there's no corresponding record for that person in Productboard, you'll need to use this option.
  • Open in Productboard: Navigate to the associated note on the Insights board.

Current limitations

  • It's not yet possible to create new feature ideas from Slack. You'll need to head to Productboard to do that.
  • It's only possible to integrate your Slack workspace with one Productboard workspace.
  • It is not currently possible to push Slack blocks into Productboard (e.g. blocks created by a bot that facilitates capturing feature requests, or blocks used in third-party app's from Slack's App Directory).
  • Images cannot be pushed from Slack to Productboard. When contained in a message that has been pushed, a placeholder is created in the resulting note on the Insights board. You can click the placeholder image to navigate back to the original image in Slack.

Troubleshooting

  • "Help - my integration is failing!"
  • "Help - when I push a message from Slack into Productboard, there's no name associated with the note!"

Experiencing either of the above issues? 

First, if you're troubleshooting a pushed Slack message without a user, double check the source of the pushed Slack message. All messages from private chats (DMs) or private group channels will be pushed anonymously to conform with Slack privacy guidelines. 

Check your Email Display settings in Slack. Have you selected "No one" as shown below?

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If Productboard is unable to detect your Slack users' email addresses, it will not be able to identify who is trying to push feedback into your Productboard Insights board. This means:

  • Notes will appear in your Insights board without a user or company associated with them.
  • If you have restricted access so that only makers or contributors can push to Productboard, the integration will fail. In other words, if you selected this configuration option, we have no way of knowing which Slack user is a Productboard member:

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Your Productboard members will see an error message like this:

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How do I resolve this issue?

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  1. Change your Slack email settings. Either select "Members and guests" or "Members and guests, plus people from organizations you're connected to".
  2. You will not need to reauthorize the integration. Productboard will automatically retrieve the users' email addresses once the email setting is changed.

 

Understanding Slack integration permissions

Here are the scopes of the permissions needed for our Productboard <> Slack integration:

  • app_mentions: read (for getting help by mentioning our app)
  • channels:history (for pushing messages/threads from public channels to Productboard)
  • channels:read (for pushing messages/threads from public channels to Productboard)
  • chat:write (for sending a notification from Productboard to Slack about new notes)
  • commands (this is mandated by Slack)
  • groups:history (for pushing messages/threads from private channels to Productboard)
  • groups:read (for pushing messages/threads from private channels to Productboard)
  • im:history (for pushing messages/threads from direct messages to Productboard)
  • im:write (for pushing messages/threads from direct messages to Productboard)
  • mpim:history (for pushing messages/threads from private groups to Productboard)
  • mpim:read (for pushing messages/threads from private groups to Productboard)
  • users.profile:read (for checking a user's Slack role to validate whether they have permission to push to Productboard)
  • users:read.email (for checking a user's Slack role to validate whether they have permission to push to Productboard)

See also

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