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Slack

Get reports and check-in reminders in Slack

Overview

You can connect Tability to your Slack workspace to:

  • Get check-in reminders via direct messages

  • Update progress from Slack

  • Get progress digests in your Slack channels

Connect your workspace to Slack

You must be a workspace Owner or Admin to connect Slack.

  1. Select Settings in the left sidebar.

  2. Open Integrations.

  3. Find Slack and select Connect to Slack.

  4. In Slack, choose the workspace and approve the requested access.

The connection is shared by your Tability workspace. Once connected, you will receive a Slack DM confirming that setup is complete.

Using the integration

Check-ins reminders

Tability can send weekly check-in reminders to you by Slack DM when chat notifications are enabled.

Select Create check-in in a reminder to update progress, or select Go to your inbox to open My focus in Tability.

To stop these reminders:

  1. Open your profile menu.

  2. Select Manage your notifications.

  3. Under Chat notifications, turn off Send me weekly check-ins reminders via chat.

  4. Select Save.

Getting a weekly digest in Slack

You can connect a Tability plan to a Slack channel to get a weekly summary of progress while the plan is active.

  1. Open the plan dashboard.

  2. Open the Notifications panel.

  3. Under Slack notifications, select Select channel or Edit.

  4. On the Plan notifications page, choose the Slack channel.

  5. Select Save.

Once saved, you will see a notification in the channel indicating that the plan is connected.

If the workspace has not been connected to Slack, the Notifications panel shows Connect to Slack. Workspace owners and admins can complete the connection; other members should ask a workspace admin.

If you cannot find the channel in the list

Large Slack workspaces can have more channels than Tability can show in the picker. If the channel is missing, paste its Slack channel ID into Select or paste Slack channel ID, choose Use Slack channel ID, and select Save. Tability validates the channel and stores its name when the connection succeeds.

To find a Slack channel ID:

  1. Open the channel in Slack

  2. Click the channel name at the top of Slack

  3. Copy the channel ID from the channel details

Private channels are supported too. Add Tability to the private channel first, then paste the channel ID in Tability.

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