Integrate Your Strategic Plan with Slack

Slack is a cloud-based communication and file-sharing tool commonly used by corporations as a primary mode of communication. Slack can be easily integrated into your Strategic Plan by completing these steps:

  1. From the top-left corner of the application, click the Menu icon to access the Navigation menu.
  2. Select Settings > Integrations.

     IntegrateWithSlack-1.png

  3. Click the green circle to activate or de-activate the Slack integration. If you are integrating with Slack, click Configure. If not, click Confirm at the Are You Sure? window to deactivate Slack.

     IntegrateWithSlack-2.png

  4. Click Configure next to the Strategic Plan name you are integrating with Slack.

     IntegrateWithSlack-3.png

  5. When the configuration screen appears, complete these steps:
    1. Enter the Webhook URL. To get this URL, visit the Incoming WebHooks page in the Slack App Directory.
    2. Set the sensitivity level for updates that are sent to Slack for this Strategic Plan.
    3. Click to turn notifications On or Off.
    4. Click Save to save the settings or Reset to return to the default settings.

     IntegrateWithSlack-4.png

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