📒Manage Tasks within Slack

Create and Manage Tasks in Slack

Quickly Create Tasks

Create tasks instantly within Slack using commands or actions, without switching to external tools.

Transition Tasks Within Slack

Update and move tasks through different states (open, in progress, completed) directly from Slack.

Automatically Create Tickets

Convert tasks into tickets automatically and keep them synchronised with connected systems.

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Smart Task Assignment Options

Pagerly provides flexible task assignment strategies to match different team workflows.

• Assign tasks to current on-call Automatically assign tasks to the user who is currently on call.

• Assign tasks to current rotated user Assign tasks based on the active rotation instead of a fixed on-call user.

• Assign tasks using round robin Distribute tasks evenly across team members using round-robin assignment.

• Assign tasks to a specific user Manually assign tasks to a chosen individual when required.

• Assign tasks randomly from a team Randomly assign tasks to any member of a team for balanced distribution.

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Manual and Automatic Task Assignment

Pagerly supports both manual and fully automated task assignment workflows.

Manually Assign Tasks in Slack

You can manually assign tasks using any of the assignment options above or by mentioning @pagerly team task directly in Slack. This allows you to quickly create and assign a task without leaving the conversation.

Use @Pagerly <team> or @Pagerly <team> task to convert a message to task

Or click on 3 elipses messages on any slack message and convert to task

Automatically Assign Tasks from Channel Messages

If you want tasks to be created and assigned automatically from messages posted in a channel (for example, assigning tasks for every message posted by a bot), Pagerly can support this via custom workflows.

To enable automatic task assignment from channel messages, reach out to the Pagerly team, and we’ll help you configure it based on your requirements.

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Connect External Tools and Sources

Pagerly integrates with a wide range of external tools, allowing tasks created in Slack to flow seamlessly across systems.

Ticketing and Project Management Tools

• Jira

• Linear

• Asana

CRM Tools

• HubSpot

• Salesforce

Support Tools

• Zendesk

Other Integrations

• PagerDuty

• Google Sheets

• Any other tool via API, Zapier, Make, or n8n

Go to any message, click the 3 ellipses, and choose Create a Task

Add Task Label , choose whom to assign and team.