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Developer Documentation
  • ๐Ÿ‘‹Welcome to Pagerly
  • How To Work With Pagerly
    • Get Started
    • ๐Ÿค‘Create Round Robin Rotations
      • ๐Ÿ“–How To Add Rotation in Pagerly
    • ๐Ÿ› ๏ธSetup Team
      • ๐Ÿ“–Retrieving Schedule Id for PagerDuty
      • ๐Ÿ“–Schedule for JSM Operations
      • ๐Ÿ“–Retrieving Schedule Id for OpsGenie
      • ๐ŸคFind Sheet Id from Google Sheets
      • ๐ŸคRetrieve Calendar Id from Google Calendar
    • ๐Ÿค‘Round-Robin Rotations for Tasks / Picking
      • ๐Ÿ“–How To Add Rotation for Picking Tasks in Pagerly
    • ๐Ÿค‘Round Robin Oncall without Schedule
      • ๐Ÿ“–How To Add Round Robin Rotation for Oncall without Schedule in Pagerly
    • ๐Ÿ˜ŽPlaying with Pagerly
      • ๐Ÿ‘€Mention Current Oncall on any Slack Conversation
      • ๐Ÿ•–Fetch your team's oncall schedule
      • ๐ŸŒ€Overriding Team's Schedule
      • ๐Ÿ—ฃ๏ธLet everyone know who is the Current Oncall of your Team
    • โฐReminders for Upcoming Rotation
    • Pagerduty Sync Slack and Workflows
    • ๐Ÿ”‘Setup Team Access
    • ๐Ÿ› ๏ธIntegrating with Your Paging Tool
      • ๐Ÿ“Retrieving PagerDuty API Key
      • ๐Ÿ“Connect JSM Operations
      • ๐Ÿ“Retrieving OpsGenie API Key
    • Escalations
    • ๐Ÿ—’๏ธIntegration with Jira
      • ๐ŸคAdd Your JIRA Account
      • ๐ŸžCreate a Ticket via Emoji and Follow on Slack Channel
      • ๐ŸงตPost Ticket created on Jira to Slack Thread
      • ๐Ÿš๏ธPost Ticket created on Jira to on Slack Channel
      • ๐Ÿ‘€Create Ticket via Slack Emoji and Follow on Slack Thread
      • ๐Ÿ“œCreate Jira Ticket/Incident using Form
      • ๐Ÿ”„Round Robin Assignment of Jira Issues/Tickets
    • ๐Ÿ“ŸSet Slack Status Automatically
    • ๐Ÿ“†Sync Schedule with Google Calendar
    • Creating Ticket via Emojis
    • ๐Ÿ”„Rotate & Assign Requests
    • ๐Ÿ”„Round Robin Assignment of Jira Issues/Tickets
    • ๐Ÿ”„Round Robin Assignment of Alerts/Incidents (Opsgenie/JSM Ops)
    • Instant Status Pages
    • ๐ŸคMention/Group Multiple Oncals
      • Configure MultiMention Team
    • ๐Ÿ› ๏ธLinear Integration
      • Connect Linear Account
      • Connect Pagerly Team and Linear Team
    • Create Swap on Oncall / Rotations
    • ๐Ÿ”„Custom Change Notification on Slack
    • ๐Ÿ“†Google Calendar with Slack
      • ๐ŸคRetrieve Calendar Id from Google Calendar
    • ๐Ÿ‘จGoogle Groups To Slack Usergroups
      • ๐ŸคFind Sheet Id from Google Sheets
    • Google Sheets with Slack
      • ๐ŸคFind Sheet Id from Google Sheets
    • ๐Ÿ“’Manage Tasks within Slack
    • Microsoft Team Setup
    • Discord App
    • ๐Ÿ‘ฉโ€โš•๏ธHelp and Support
    • ๐Ÿ Self Hosted
    • ๐Ÿ“ŠDaily Oncall Standup
    • ๐Ÿ’ฐCloud Cost App
      • ๐Ÿ› ๏ธSetup IAM Role for Temporary Access
      • ๐Ÿ› ๏ธConfiguring Team for Cloud Cost
  • ๐Ÿ‘จโ€๐Ÿš’Incidence Response
    • ๐ŸงฏPagerly Incidence Response
    • ๐Ÿ“–Overview
      • ๐ŸŽฅVideo Demo
    • ๐Ÿ˜Customization & Workflow
    • โš’๏ธIntegrations
    • ๐Ÿ Self Hosted
    • ๐Ÿ‘ฉโ€๐Ÿ’ผContact Us
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  1. How To Work With Pagerly

Manage Tasks within Slack

Create , Assign, Follow up Tasks within Slack itself. Assign Tasks to current on call/ rotation, round-robin , randomly or to specific user Also connect external sources like Pagerduty, Google Sheets, Jira , Hubspot, Salesforce, Asana or any other tool of your choice

With Pagerly, you can do the following within Slack

  • Quickly Create Tasks

  • Transition Tasks within Slack

  • Create Tickets Automatically

  • Connect your external source like

    • Ticketing tools like Jira, Linear

    • CRMs like Hubspot, Salesforce

    • Support like Zendesk

    • Your choice of tool

  • Assing Tasks to

    • Current Oncall OR

    • Current Rotated User OR

    • Assign in Round Robin manner OR

    • Specific Individual OR

    • Randomly from a Team

Go to any message and click on 3 elipses and Choose Create a Task

do

Add Task Label , choose whom to assign and team.

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Last updated 8 months ago

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Reminders for Upcoming Rotation | Developer Documentation

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