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Using Actions to turn Slack messages into tasks and follow-ups

tasks and actions

Our workdays are often spent bouncing between different tools and services. Log a task here, mark an issue to follow up on there: It’s easy to get mixed up in the fray. That’s why last month we launched Actions, a simpler way to turn everyday conversations and messages in Slack channels into tangible next steps. So, for example, you can turn a Slack message into a Zendesk ticket, saving you much back and forth.

We first launched Actions with some of the most popular apps for Slack — including ZendeskJiraAsanaBitbucket, and Hubspot — and since then, several other companies have followed suit, adding Actions to their apps for Slack to help you work more efficiently. With even more options to consolidate your work, fewer details will fall by the wayside, everyone on the team can know what’s happening, and you get to continue on smoothly through your day.

First, let’s take a look at how Actions work

Apps bring information and alerts into Slack channels where team conversations are already happening. See something worth revisiting? Hover over the message and click the ••• icon, then choose an Action. Once that’s completed, you can post a message back to your team’s Slack channel letting everyone know you’ve flagged something for follow up.

 

Actions GIF

The new Actions converting a Slack message into a new task in Asana in a single click.

 

Take a gander at this list featuring more than 20 Actions you can start using today

Each one of the Actions below provides a simple shortcut that will help you turn your Slack messages into tangible, trackable progress.

Ask your team for input on a decision

  • Polly — Create a poll

Ask IT for help

Celebrate your teammates’ hard work

Create and assign tasks

Keep track of important information in your team’s Wiki

  • Guru — Create a card or Answer with card
  • Workboard — Add a board

Set up meetings and events

Translate Slack messages into different languages

Add important context to your systems of record

  • Bitbucket — Add to pull request
  • Zendesk — Add as internal note
  • Jira — Attach to issue
  • Github — Add comment to issue or pull request

Restock office supplies

Keep your sales deals moving forward

  • Hubspot — Create a task
  • Woobot — Create a task in Salesforce

Save notes and articles to read later

Ready to get started with Actions?

You can begin using Actions in three easy steps:

  1. Visit the Slack App Directory
  2. Install the app for whatever tools or services you wish to connect to Slack
  3. Start using Actions

It’s as simple as that.

Slack is the collaboration hub, where the right people are always in the loop and key information is always at their fingertips. Teamwork in Slack happens in channels — searchable conversations that keep work organized and teams better connected.