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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.

      Tip: To send a message to a private channel using a Bot Token, you must install the app in the channel through the Integrations window in the channel's settings.

    • User Token: These tokens post a Slack message from the user who authorizes the message.

      Tip: To send a message to a user or to a private channel using a User Token, additional configuration is required. Please 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.

Create Slack Task

Figure: Slack task

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


Fields:

FieldDescription
OAuth TokenThe 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.

    Tip: 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.

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