If Slack is how you keep in touch with your team, then Paymo is the way to make it more collaborative. By integrating Paymo with Slack you'll be able to add tasks, projects, start the timer and more right from your Slack interface.
In order to do that, there are a couple of steps that you need to follow:
Setting up the Slack integration as the account owner
1. Install the Paymo Slack app
Go online to the Slack App directory → Install
2. Authorize the integration
Setting up the integration as a regular user
Each user needs to type in /paymo setup in order to link their Slack user with their Paymo account
Then follow the step 2 from above to authorize the integration.
What you can do in Slack
/paymo setupto start the linking process between your Slack and Paymo accounts.
/paymo meto display information about the current user, manage notifications status, or remove the link between your Slack and Paymo accounts.
/paymo channel [ info | link | unlink ]to display information about the current channel or link/unlink it from a Paymo project. The link created for each project by using /paymo channel → Link will save you time when uploading files or creating tasks directly to the project without the need to select a project.
Task related commands:
/paymo add [ task name ]to create a new task. Required fields for a task are "Name" and "Project". Additionally, you can add up a description and assign one user to the task.
/paymo recent [ 3 ]to list the most recent tasks you've worked on. Default limit is 1, maximul limit is 10.
/paymo search keywordto search for tasks by keyword. Minimum keyword length is 3 characters. The search will apply only to task names and descriptions.
Timer related commands:
/paymo timerto show if there is a running timer.
/paymo stopto stop a running timer.
/paymo startto start tracking time for a task.
/paymo resumeto start tracking time for the last task you've worked on.
You can use regular Slack messages and turn them into tasks, task comments or files to a project. Just hover over the message → click the "..." → select the desired action.
You will receive Paymo updates in Slack in the Apps area → Paymo
The notifications that are displayed in Slack are the ones displayed in the Paymo in app notifications area. Which means you will receive notifications about task status changes, new comments, new files, new task assignments, project assignments, etc.
Warnings about failed payments will be sent out as well, if your account is locked and you wish to do an action like creating a task by using Slack.