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Connecting your Slack account to your Briefmatic account
Connecting your Slack account to your Briefmatic account

Everything you need to know about how to connect your Slack account to your Briefmatic account

Robert Mark avatar
Written by Robert Mark
Updated over a year ago

Why you should connect your Slack account to Briefmatic

Connecting your Slack profile to your Briefmatic account allows you to see, reply and resolve your saved items in slack from directly within Briefmatic or from within slack if you click on the option to “Go to Item” in the task detail view within Briefmatic.

How to connect your Slack profile to Briefmatic

To connect your Slack profile to your Briefmatic account follow these steps;

  1. Go to the Connections tab, click on the “Connect” button on the Slack card and follow the prompts to authorise the connection. Briefmatic requires this approval to be able to scan slack to find your starred items and allow you to view and resolve these items from within Briefmatic.

  2. Once the connection is enabled the syncing process will begin in the background and this may take a few minutes to complete depending on the number of starred messages you have.

How does the Slack and Briefmatic connection work?

Action In Briefmatic

Result

Moving a slack task from To Do to Done

Moving a slack task to Done marks the task as completed in Briefmatic but makes no changes to the item in slack

Moving a slack task from Done to To Do or an In-Progress state

Moving a slack task to To Do will move the task in Briefmatic but make no changes to the item in slack

Marking a slack task as completed

Marking a slack task as completed will remove the task from the starred items folder in slack and move the task to Done in Briefmatic

Marking a slack task as dismissed

Marking a slack task as dismissed will move the task to the dismissed folder in Briefmatic but makes no changes to the item in slack

Adding a due date to a slack task in Briefmatic

Displays the due date in the List View in Briefmatic but makes no changes to the saved item in slack

Changing the slack task title or description

Changes the task title and description in Briefmatic but makes no changes to the item in slack

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