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Updated Slack integration (#386)
* Updated Slack integration * coderabbit fixes * coderabbit fixes
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docs/integrations/slack.mdx

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<Tags tags={[{ name: "Pro", link: "https://plane.so/pricing", additionalClass: "pro" }]} />
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</div>
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Integrating Slack with Plane allows your team to streamline communication and stay updated on your projects, directly from within Slack. Whether you're syncing threads, receiving updates, or collaborating in real-time, this integration brings the power of Slack and Plane together for a more connected workflow.
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Plane's Slack integration brings your project management directly into your team's communication flow. Create work items from conversations, get notified about updates, interact with Plane AI, and keep everyone aligned — all without leaving Slack.
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This guide will walk you through how to set up and connect your Slack account to Plane.
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## Set up Slack integration
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To get started, you need to connect your Slack workspace to Plane.
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![Connect Slack](https://media.docs.plane.so/integrations/slack/connect-slack.webp#hero)
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![Connect Slack](https://media.docs.plane.so/integrations/slack/configure-slack-integration.webp#hero)
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1. Navigate to [Workspace Settings](/core-concepts/workspaces/overview#access-workspace-settings) in Plane.
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2. On the right pane, select **Integrations**.
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3. Find the **Slack** integration and click **Configure**.
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4. Click the **Install** button. This will redirect you to Slack’s authentication page. Slack will ask you to review the permissions it needs to integrate with Plane. Make sure to allow them.
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5. After allowing permissions, you’ll be redirected back to Plane. You should now see that your Slack workspace is successfully connected.
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1. Navigate to **Workspace Settings****Integrations** in Plane.
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2. Find the **Slack** integration and click **Configure**.
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3. Click the **Install** button. This will redirect you to Slack’s authentication page. Slack will ask you to review the permissions it needs to integrate with Plane. Make sure to allow them.
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4. After allowing permissions, you’ll be redirected back to Plane. You should now see that your Slack workspace is successfully connected.
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That's it! Your Slack workspace is now integrated with Plane.
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Your workspace is now integrated. Team members can start using Plane shortcuts in Slack channels.
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### Connect personal Slack account
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For a more personalized experience, you can connect your personal Slack account. This is particularly useful for features like Thread Sync. When Thread Sync is enabled, any messages posted to a work item will be sent back to Slack. If you're connected, it will show your name as the sender. If you're not connected, the message will appear as coming from the Plane Bot or the name of your Slack bot.
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![Connect personal account](https://media.docs.plane.so/integrations/slack/slack-connected.webp#hero)
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![Connect personal account](https://media.docs.plane.so/integrations/slack/connect-personal-slack-account.webp#hero)
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#### From Workspace settings
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1. Head to the [Profile settings](/core-concepts/account/settings) page in Plane.
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2. Select the **Connections** tab on the sidebar.
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3. In the dropdown menu, select the Plane workspace you want to connect your personal account to.
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![Connect personal account member](https://media.docs.plane.so/integrations/slack/connect-personal-account-member.webp#hero)
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![Connect personal account member](https://media.docs.plane.so/integrations/slack/connect-personal-account-profile.webp#hero)
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4. Click **Connect** in the Slack section, which will redirect you to Slack to complete the connection.
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:::info
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If your workspace doesn’t have Slack integration enabled, you won’t be able to connect your personal account. In this case, contact your Workspace Admin.
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### Create work items from Slack
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Turn conversations into trackable work without switching apps.
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There are two easy ways to create issues from Slack, depending on your workflow: using the message shortcut or the `/plane` command. Any updates in Plane to fields like State, Assignee, or others will automatically reflect in the linked Slack thread.
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#### Message shortcut
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If a message sparks an action item, turn it into a Plane work item in just a few clicks:
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![Thread sync](https://media.docs.plane.so/integrations/slack/create-plane-work-item.webp#hero)
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Convert any Slack message into a Plane work item:
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1. Hover over any message in Slack.
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2. Click the three-dot menu and select **Create an Issue**.
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![Thread sync](https://media.docs.plane.so/integrations/slack/create-plane-issue.webp#hero)
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3. A modal will open where you can select the project.
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4. Add a title and description (the original message is pre-filled).
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5. Assign Labels, State, Priority, and Assignee.
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6. Enable Thread Sync (optional). When enabled, Thread Sync keeps your conversation and Plane work item comments in sync. Anything you say in the Slack thread appears in the Plane work item comments, and vice versa. It’s the easiest way to keep everyone aligned without repeating updates in two places.
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7. Once you hit **Create Issue**, the work item gets added to the Backlog of your selected project, and a preview is posted in the Slack thread so everyone knows it's being tracked.
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2. Click the three-dot menu.
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3. Select **Create a Work Item**.
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4. A modal opens with options:
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![Slack modal](https://media.docs.plane.so/integrations/slack/create-work-item-modal.webp#hero)
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- **Project** - Select which Plane project receives the work item.
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- **Add as** - Choose between:
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- **Work Item** - Standard task in your project.
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- **Intake** - Sends to your project's intake queue for triage.
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- **Work Item Type** - Select from your project's work item types. This will also show mandatory custom properties associated with the work item type.
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5. Add a title and description. The original Slack message text auto-fills as the description.
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6. Assign Labels, State, Priority, and Assignees.
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7. Turn on Thread Sync (optional). When enabled, Thread Sync keeps your conversation and Plane work item comments in sync. Anything you say in the Slack thread appears in the Plane work item comments, and vice versa. It’s the easiest way to keep everyone aligned without repeating updates in two places.
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8. Click **Create** and the work item appears in Plane, with a confirmation posted in the Slack thread.
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#### `/plane` command
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The `/plane` command lets you create a work item on the fly, without referencing a specific message.
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![Slash Plane command](https://media.docs.plane.so/integrations/slack/slash-plane-command.webp#hero)
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![Slash Plane command](https://media.docs.plane.so/integrations/slack/plane-command.webp#hero)
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1. Type `/plane` in any Slack channel or DM.
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2. A pop-up will appear where you can fill in work item details—title, description, state, labels, priority, and more.
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3. Click **Submit**, and the work item is instantly created in Plane.
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2. Press Enter to open the creation modal.
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3. Fill in the same fields as the message shortcut.
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4. Click **Create**.
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This is great for when an idea or task comes up mid-conversation—you can create the work item in just a couple of clicks without breaking your flow.
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### Link work items to Slack threads
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### Link existing work items to Slack threads
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If a Plane work item already exists, and you want to connect it to a Slack thread (for updates, visibility, or comments), just use the **Link Work Item** shortcut. Here’s how:
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1. Hover over the relevant Slack message or thread.
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2. Click the three-dot menu adn select **Link Work Item**.
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2. Click the three-dot menu and select **Link Work Item**.
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![Link Work Item](https://media.docs.plane.so/integrations/slack/link-work-item.webp#hero)
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![Link Work Item](https://media.docs.plane.so/integrations/slack/link-work-item-to-slack.webp#hero)
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3. In the modal, search for the work item by title or ID.
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4. Select the right work item and hit **Link**.
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Stay on top of project updates without switching tabs. You can now link each Plane project to a default Slack channel to receive notifications whenever new work items are created.
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![Connect project to Slack channel](https://media.docs.plane.so/integrations/slack/connect-project-slack-channel.webp#hero)
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![Connect project to Slack channel](https://media.docs.plane.so/integrations/slack/project-notifications.webp#hero)
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To configure this:
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Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project keeping your team informed and your workflows connected.
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### Get DM notifications
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Stay informed about work items that need your attention through Slack DMs.
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#### Enable DM notifications
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1. Go to **Profile Settings****Connections**.
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2. Find the Slack section for your connected workspace.
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3. Enable **Get notified in Slack DMs for important updates, reminders, and alerts just for you**.
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![Enable DM notifications](https://media.docs.plane.so/integrations/slack/enable-dm-notifications.webp#hero)
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#### What triggers DM notifications
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Once enabled, you receive Slack DMs when:
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- **Someone mentions you** in a work item comment or description.
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- **You're assigned** to a work item.
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Each notification includes:
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- Direct link to the work item
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- Context about what triggered the notification
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- Quick actions (**View Work Item**, **Reply**)
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This keeps you updated on work that requires your attention without checking Plane constantly.
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### Use Plane AI agent in Slack
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Interact with Plane AI directly from Slack to create work items, check project status, and get updates—all through natural conversation.
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#### Mention @Plane in threads
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Tag `@Plane` in any Slack thread to ask questions or request actions:
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**Create work items conversationally:**
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```
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@Plane create a work item 'live tail' and assign it to Mike.
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```
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Plane AI responds with clarifying questions if it needs more details (like which project), then creates the work item and confirms with a link.
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**Get project information:**
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```
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@Plane can you provide the identifiers of these projects?
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```
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**Check cycle progress:**
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```
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@Plane how are we doing in the current cycle for the AI project?
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```
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The AI understands context from your conversation, so follow-up questions work naturally without repeating details.
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### Link previews
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When you share a Plane Work item, Cycle, or Module link in Slack, you’ll see a live preview of its details, including:
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- **Cycles and Modules**
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Progress percentage, active vs. completed work items, and key details.
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#### Take actions from Slack
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#### Quick action buttons
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With link previews, you can interact with the work item directly from Slack.
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![Link previews](https://media.docs.plane.so/integrations/slack/link-previews.webp#hero)
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![Link previews](https://media.docs.plane.so/integrations/slack/link-preview.webp#hero)
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- Assign the work item to yourself.
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- Change its state (e.g., move it to "In Progress").
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- Add a comment.
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- **View in Plane** - Opens the work item in Plane
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- **Assign to me** - Instantly assigns you to the work item
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- **Update Work Item** - Opens a modal to change priority, labels, state, or assignees
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This makes it easy to stay updated and take action without leaving Slack.
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## Privacy and data handling
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## Privacy and permissions
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When you use the Slack integration with Plane, we take your privacy seriously. The integration only accesses the minimum permissions necessary to function properly, and we handle your data in accordance with our [Privacy Policy](https://plane.so/legals/privacy-policy).
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All data is encrypted in transit and at rest, and you can disconnect the integration at any time from your [Workspace Settings](/core-concepts/workspaces/overview#access-workspace-settings) or [Profile settings](/core-concepts/account/settings).
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By using these features, you can reduce context-switching and manage Plane work items directly from Slack—keeping your workflow smooth and efficient.
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