This article describes the integration between Slack (https://slack.com/) and Kanbanize (https://kanbanize.com/). A potential reader is expected to be familiar with Kanbanize (boards, cards, business rules, etc.) and Slack (channels, messages, apps, etc.).
However, if you have any questions or encounter some difficulties along the way, do not hesitate to contact the Kanbanize Support team at email@example.com
2. Integration Capabilities
The integration described in this article is from Slack to Kanbanize. We have a separate guide on the integration from Kanbanize to Slack.
This integration offers the following capabilities:
- Create a card (default) — A quick and easy way to create a card specifying only the board, title, and description of the card. The created cards go to the “Backlog” column.
- Create a card (custom) — A more customizable way to create a card, allowing you to specify the board, workflow, column, lane, priority, title, and description of the card.
- Create a card (last) — Create a card based on the last card configured using the “Create a card (custom)” option.
Note: By default the message content is populated in the "Description" field.
3. Configuration Process
Step 1: You need to install the application into your Slack domain from this URL:
Step 2: Click the “Add to Slack” button and it will redirect you to Slack to grant the needed permissions for the application.
Step 3: On the Slack web page, select the Slack domain that you want to install the application to and click on “Allow” to grant the necessary permissions for the application to work.
Step 4: Once the app has been added to your Slack domain, it will automatically redirect you to the Slack App. If you do not have the Slack app, you can click the link in the message to open the browser version of Slack.
Step 5: You should now be able to see the Kanbanize app in the Apps section on the left side menu.
Select it and navigate to the “Home” tab.
Step 6: Select “Connect Kanbanize to Slack” and configure the connection settings. You need to populate the subdomain and an API key.
Your subdomain is the first part of your Kanbanize URL, e.g. subdomain.kanbanize.com. To get the API key, go to your account, click on the user dropdown menu from the top right corner, and select API key. Any user with the permissions to create cards in Kanbanize, can use their own API key.
If you would like to configure the connection settings for your entire Slack organization, you can check the “Global Kanbanize logins” checkbox.
If the logins have been set successfully, you should see a confirmation message in the "Messages" tab of your Kanbanize app.
Note: All users in the Slack organization who want to create cards in Kanbanize directly from Slack need to perform steps 1 to 5 above. If global logins are set for the Slack organization, users do not need to set their own logins.
4. Use Cases
In this section, we will explore the use cases described in the Integration Capabilities section. At this point, it is assumed that the setup of the integration from the previous sections has been completed and your integration is ready to run.
1. Create a card (default)
To create a card using the default method, select the 3 dots next to the message you want to use as your card description and select the “Create a card (default)” option.
This will open another pop-up window where you can select the board and title, and also check and modify the description of the card.
The created cards will go to the “Backlog” column in “Cards Workflow” on the board you chose.
2. Create a card (custom)
To create a card using the custom method, select the 3 dots next to the message you want to use as your card description and click on the “Create a card (custom)” option (see Img. 7 and Img. 8).
This will open a series of pop-up windows where you can select the board and workflow and configure the card. The dropdown values are dynamically provided based on the board and workflow you selected.
The last pop-up window will let you configure the “Column”, “Lane”, “Priority,” and “Title” of your card. You can also check and modify the “Description” of your card.
When you are happy with the configuration, click on the “Create” button and you will be able to see your newly created card in the board, workflow, column, and lane you selected.
3. Create a card (last)
Creating a card with the “last” method can only be used after the “Create a card (custom)” method has been used at least once. To create a card using the last method, select the 3 dots next to the message you want to use as your card description and pick the “Create a card (last)” option (see Img. 7 and Img. 8).
This will open a pop-up, where you can see the board, workflow, column, and lane of the previously created card using the custom method and specify the “Priority” and the “Title” of the new card you want to create. You can also check and modify the “Description” of your card.
When you have configured the priority, title, and description, click the “Create” button and you will be able to see your newly created card in the same board, workflow, column, and lane as your previously created card.