Important note: Please make sure that you're using the same email address in Slack and in MeisterTask or else the integration will not work as it should. Change your MeisterTask email address here.
MeisterTask's Slack integration is bi-directional: The Slack Section Action sends automatic messages to a Slack channel whenever a task is created or dropped in a section in MeisterTask. Conversely, you can also create new MeisterTask tasks from within Slack, using a simple syntax.
No matter which direction you want to go, the first thing you'll have to do is connect your project board with your Slack account. To do this, open the project and click on the ( i ) button in the top bar, then select Manage from the menu.
In the dialog that opens, switch to the Features tab. Scroll down until you see Slack in the list and click on the green Add button next to it.
Follow the steps as instructed by the integration wizard. You'll be asked to authorize your Slack account, and then select the Slack channel and MeisterTask section you'd like to connect (This last step only concerns the inbound integration from Slack to MeisterTask!).
When you're done, click on Back to Project to finish the setup.
Important: Please make sure that all people use the same email address in Slack and in MeisterTask. Additionally, all people who want to use the integration in Slack have to be part of the connected MeisterTask project.
1. Getting Messages from MeisterTask BOT in Slack
You can set up a Section Action to automatically keep members of a Slack channel informed about new tasks created or dropped in a specific section in MeisterTask.
To set this up, hover over the header of a section until the small triangle appears and click on it to open the section menu. Switch to the Actions tab. Click on Add Action, and the select Send a Slack message from the list.
You will then be asked to choose a Slack channel to connect with this particular section. Once you've selected a channel, click Done to finish the setup.
Now, every time a new task is created in this section, and every time a task is moved from somewhere else into this section, you will receive a message in your specified Slack channel. The message will contain buttons which you can click on to quickly add or edit details about the task, such as the due date, the assignee, its tags and more.
2. Creating New Tasks from Slack
You can quickly create new MeisterTask tasks in Slack, using a simple syntax in the message field. The tasks you create this way will be added in the project and section you have specified during the integration setup.
To create new tasks from Slack, simply use the following syntax: