How to tag specific people in slack with Request Update Workflow

Stefanie Rubin

One of my project managers is managing a very large cross functional project with 8 Product Managers owning different workstreams. We'd like to use automated workflow request update capability to request updates weekly for any tasks past due that do not have a status of complete or out of scope. This part we've been able to do. But we are a heavy slack culture, not email. We've been able to integrate JIRA and helpdesk with Slack and have been able to integrate Smartsheets alerts with Slack but have been unable to Request Updates in our project slack channel tagging the specific people assigned in slack. We also want to ensure they can make the update via Slack vs having to log into Smartsheets.

It does not appear that Request Update has the option to Send to Slack the way Alerts do. I've included the slack channel email in the Send to Specific People for Requesting Update but that just linked the email in slack and did not tag the specific people and still required them to log into Smartsheets to update.

Has anyone been able to successfully tag task owners via Request an update in Slack and enable them to update via Slack?

Genevieve P.

Hi @Stefanie Rubin

You can send Update Requests to a specific person in Slack, but the way it works is that it sends the alert as an Update Request in the Smartsheet Bot in slack (versus a DM).

Here's more information: https://help.smartsheet.com/articles/2476711-smartsheet-slack-notification#toc-receive-alerts-and-requests-as-direct-messages

The user receiving the alert/update would need to configure this:

1. First, they would need to add the Smartsheet Bot to their specific Slack instance.
2. Then, they would need to ensure their Smartsheet Notification settings allow for this type of communication:

When you're building out the workflow, the "destination" would be that specific person. They'll receive the update request in all locations that they've configured in their personal settings: email, in-app, and slack.

If this isn't quite what you were looking for, please feel free to add your vote and voice to this related Product Idea: Trigger (Automate) an update request to go to a Slack Message

Cheers,
Genevieve