Slack is the digital hub for teamwork that integrates all of the people, content, and tools your team needs to be more engaged and effective. Planbox integrates with Slack so that your users can participate in and collaborate on innovation activities directly from Slack.

How to Setup Slack Integration: Search for Planbox in the Apps menu of Slack and connect Planbox to your Slack workspace with a click of a button. For more information please visit https://www.planbox.com/integration/slack.


Benefits

  • Share your innovation  activities on Slack so your team never misses out on new challenges and ideas

  • Create new ideas, vote and comment on ideas directly without leaving Slack

  • Receive notifications in Slack whenever there are any updates in a challenge, idea or canvas you are following or contributing to


Features

  • Planbox → Slack

    • Planbox can be configured to create a Slack channel for a challenge or you can select an existing Slack channel to:

      • Setup business rules that trigger messages to be sent to the Slack channel to notify users when a challenge begins, when new ideas are posted, for any updates to ideas related to a challenge, for weekly updates, when a challenge ends and much more

      • Challenge's audience are automatically added as members of the challenge’s Slack channel

    • Planbox can be configured to create a Slack channel for an idea or you can select an existing Slack channel to:

      • Setup business rules that trigger messages to be sent to the Slack channel to notify users when an idea receives a new vote or comment, for any updates to the idea such as a status change

      • Idea contributors are automatically added as members of the ideas’s Slack channel

    • Planbox can also be configured to send a private Slack message to every Planbox user when someone comments or votes on their ideas, reply to their comment or when their idea’s status is changed.

  • Sync Messaging: Slack → Planbox and Planbox → Slack

    • Leverage Planbox's powerful Sync Messaging feature to set up bi-directional sync between Slack and Planbox messages to push all comments about an idea in an idea’s Slack channel to Planbox, and vice versa, to push all comments about an idea in Planbox to its Slack channel so that your idea contributors can collaborate on ideas without ever leaving their favorite messaging tool.

  • Slack commands: Planbox Slack app includes a set of commands that you can use to submit an idea or take action on ideas without ever leaving Slack such as /innov-like to vote and /innov-info to view a summary of the idea. Note that some commands (such as voting on an idea) can only work when you are in the idea’s Slack channel. To see the full list of commands type /innov in any Slack channel once you have activated the Planbox Slack application.

  • Home and Message tabs: Planbox’s Slack app shows the list of active challenges in the Home tab of the application. You can click on “Take Challenge” to access the Planbox innovation portal and participate in the challenge. The Messages tab shows a history of all of the messages that were sent from Planbox to Slack.



Applications

  • Set up a general innovation channel or create challenge specific channels to share innovation-related updates, events, and activities

  • Use the b--directional sync feature to empower your Slack users to work on an idea without ever leaving Slack - all comments and messages in either system is automatically pushed to the other in real-time

  • Use Planbox’s powerful business rule engine to automatically send Slack notifications for regular updates based on a set of conditions to keep your team engaged and informed of your innovation program. activities and results





Here is a quick video tutorial for more information.

Planbox Slack Integration Notification