Plan View for Slack Tasks

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In Plan View, you can create tasks to send messages to a Slack channel. These tasks are specified in the right context panel.

Tip: Slack tasks are a specialized form of HTTP tasks.

Requirements

The following requirements apply to the Slack app that receives the message. For more information on Slack apps, see https://api.slack.com/apps.

Please verify that your Slack app has the following:

Create an OAuth Token that has chat:write scopes. This token is inserted into your task definition. There are two types of tokens:
- Bot Token: These tokens post a Slack message from the name of the app.
  
  NOTE: The Bot Token also requires the chat:write.public scope.
  
  Tip: A Bot Token is required if you wish to send a direct message through the App category of messages.
- User Token: These tokens post a Slack message from the user who authorizes the message.
  
  Tip: A User Token is required if you are sending the message to a private channel or to another user (see below).
The OAuth Token that you create must be installed in your workspace.

NOTE: Copy the generated token to a text file and retain it for later. This token must be pasted into the definition of each Slack task where you wish to use it.

Figure: Slack task

Tip: To rename the task, click the task name.

Fields:

Field

Description

OAuth Token

The OAuth token to use for posting the message.

Channel

Paste one of the following values from the Slack workspace for where to post the message:

Channel Name: Name of the channel as it appears in Slack.
Channel ID: This value is available in the Settings page for the channel.
Member ID: You can post the message to a specific user instead of posting to a channel. A user's member ID can be found in the user's Profile page in Slack.

Message

The message to post.

Tip: Messages can include metadata information about the tasks in the current plan run. For more information, see Plan Metadata References.

Actions:

To test if the specified endpoint is reachable, click Test.

Tip: A status code of 200 indicates that the test was successful.
Edit task name: Change the name of the task.
Delete: Delete the task.

This step cannot be undone.

For more information, see Create Slack Task.