Create Task via Slack
Create 5day.io tasks directly from Slack - from any message, channel, or DM. Tasks include full context: message text, attachments, sender, and a link back to Slack.
Prerequisites
- Your Slack account must be connected via the 5day.io bot.
- You must have Create Task permission in the target 5day.io Workspace/Space/Project.
Create Task
From a Channel
- In any channel, click the " / " (Shortcuts)** icon in the message field.
- Search for 5day.io -> Create Task.
- Task form opens with channel name in context.
- Fill details and click Create.
From a Group DM
- In a group DM, click the " / " (Shortcuts) icon.
- Select 5day.io-create-task.
- Click Create.
From a Direct Message
- In a DM (with bot or teammate), use " / "Shortcuts -> 5day.io-create-task.
- Fill data and create task.
From Any Message (Right-Click)
- Hover over a message -> click More actions (⋯).
- Choose Create task in 5day.io
- Message text = title.
- Edit and Create.
Using the /5day.io Slash Command
- Type directly in any chat or channel: /5day.io-create-task where 5day.io is added as a bot.
Task Fields You Can Set
| Field | Description |
|---|---|
| Project | Select a project where you would like to create a task |
| Task | Provide a title of your task |
| Section | Select a section under which the task needs to be created |
| Description | Provide description of your task |
| Start Date | Add start date of your task |
| Due Date | Add due date for your task |
| Assignee | Select an assignee whom you would like to assign a task. |
Quick Notes
- Use message context: Always create tasks from the message to auto-capture quotes.
- Task link in Slack: After creation, a task preview card appears in the chat with a direct link to 5day.io.
Other References
To connect your slack account with 5day.io, refer Connect slack account