Before upgrading, please read our full Slack Ugrade Q&A.
The Slack integration allows you to connect ProdPad and Slack and use it as a bridge to add ideas, feedback, and onboard users.
This document will guide you through:
- Slack setup and onboarding users
- Adding ideas from Slack
- Adding feedback from Slack
- ProdPad Help & Settings commands
- Syncing conversations and @mentioning users
- Searching for items
To set up the integration, head over to the Integrations section in ProdPad under your profile image. Under 'New Integrations' select Slack.
Give your integration a name and quick description and click on 'Create' to move to the next step.
You will then be prompted to authorize ProdPad to connect to your Slack account.
Make sure the email you have setup on Slack matches the email you have as a user in ProdPad.
The first stage is to map ProdPad to Slack. This allows ProdPad to post notifications of any new ideas or feedback added over to Slack.
Select the appropriate channels you wish to publish notifications to. If you only have one channel, you can choose the same one for both.
If you don't want any notifications to be posted, you can simply leave it as "none."
Shared and private channels are not currently supported.
When the bot joins your Slack account, it will guide you through a quick setup and then ask you the following question:
Would you like me to create ProdPad user accounts for all the users of your slack account?
Answering 'yes' will enable to bot to create new user accounts in ProdPad using the user's Slack information.
The bot will then ask you:
Okay, great! Would you like me to onboard users to ProdPad? I will contact them by DM letting them know their ProdPad account has been set up and what they can do with me and ProdPad.
If you answer 'yes' the bot will proceed to contact the new user in Slack as soon as they join and guide them through the process of joining ProdPad, including commands they can use with the bot.
Answering yes will also enable Slack SSO for all users, allowing all users in the workspace to log in using their Slack login.
Answering no will not make Slack SSO available, and it won't be available unless the bot is reinstalled.
If you have added Slack SSO to your account and wish to disable it, you can do so by going to Account Settings > Security > SSO.
Adding a new idea from Slack
In order to use this command, users must have a registered ProdPad account. Their Slack and ProdPad emails must be the same or an API error will display.
The Slack integration works with slash commands. To add a new idea, simply enter
/prodpad idea or
/prodpad [idea content]
Either command will prompt the Add Idea dialog, which you can use to fill out additional content including:
- Idea title
- Problem statement
- Value statement
Convert an existing message into a new idea
Ideas can be created from an existing message by hovering over the message and clicking the vertical ellipsis to prompt the menu, then selecting "Add as Idea" to the ProdPad app.
This will populate the dialog with the message content as an idea and any files associated to the message will be uploaded into ProdPad as well as an inline document and under the files tab. Only the first 100 items will show for products, tags and personas.
In order to use this command, users do not need a ProdPad account.
Submitting new feedback from Slack
To enter a new piece of feedback, type
/prodpad feedback or
[content] to prompt the feedback dialog.
Either command will allow you to enter:
- Contact name
Convert an existing message into new feedback
Feedback can be created for an existing message by hovering over the message and clicking the vertical ellipsis and then selecting "Add as Feedback" to the ProdPad app.
This will populate the dialog with the message content as a piece of feedback and any files associated to the message will be uploaded into ProdPad as well as an inline document and under the attachments section. Only the first 100 items will show for products, tags and personas.
The following commands are available to request help from the ProdPad app:
/prodpad help will prompt the app to show you all available commands, including how to submit ideas, feedback, and additional settings.
/prodpad settings idea [on/off] will turn on or off the ability to add an idea via the Slack integration. This is to allow use in a community setting such as pptalk. Default is on.
/prodpad settings feedback [on/off] will turn on or off the ability to add feedback via the Slack integration. This is for admins who don't want to use feedback. Default is on.
/prodpad settings votes [on/off] will turn on or off the voting buttons on idea and feedback posted from ProdPad. This includes both ideas and feedback pushed from ProdPad to Slack but also when idea canvas URLs and feedback canvas URLs are pasted into Slack. Default is off.
Important: voting requires the user to be registered in ProdPad.
All unfurled URLs will show available metadata for the item.
When an idea, feedback, roadmap card or roadmap link is commented on in Slack this comment will be sync'd to ProdPad and show as a comment for the item. Any further replies in Slack will be added as a thread. Any comments made in ProdPad will be posted to the comment thread in Slack to keep users up to date.
If a user is @mentioned within a thread, they will receive a DM via Slack. Any replies to the DM comment will be populated in ProdPad and further replies will populate the Slack DM.
If a new comment is added on ideas or feedback outside the existing thread, these comments will not be synced.
All comments added on feedback from an unregistered user will appear as though from the integration owner.
To search for ideas, simply enter
@prodpad #search [content] and ask the bot to search for a particular term within ProdPad.
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