Slack and Teams

0:01Slack and Teams.

0:03PortSpace can post what happens in the portal to Slack or Microsoft Teams, where your team already reads: an approval decided, a proposal accepted, someone mentioned.

0:13Connect Slack workspace once, and everyone at your firm whose portal email is in it gets their alerts as a direct message, with nothing to set up.

0:22For a channel, Add to Slack picks it on Slack’s own screen, or paste its incoming webhook address, for Slack or Teams.

0:29Choose what it posts, everything or only some kinds, for every project or chosen ones.

0:35Send a test checks it’s reaching the channel. This address is a stand-in, so we won’t.

0:40With the Calendar on, a channel can also post a morning digest of today at the time you set, and reminders fifteen minutes, an hour or a day before each meeting.

0:51A quiet day posts nothing unless you ask, and invoices appear only if you check them in, since everyone in the channel reads it.

0:58A project’s Areas and rooms tab lists the channels it posts to, and Add a channel for this project opens this form with the project chosen.

1:07Each of your firm’s people can add their own on their profile, for their alerts alone, with their own digest and reminders.

1:15Slack and Teams are for your own people: clients and contractors get none of it, not even a direct message. The digest and reminders leave out the example project.

1:25That’s Slack and Teams. More videos: portspace.io/videos