# 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

<figure><img src="https://296040630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fu15pukNExHWOsjYrdZrh%2Fuploads%2FdCJgmyf3ex3BwCgWMmYF%2Fimage.png?alt=media&#x26;token=3bc0c794-6775-4da8-8251-dda9cde20f69" alt=""><figcaption></figcaption></figure>

#### 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

<details>

<summary>Go to any message, click the 3 ellipses, and choose Create a Task</summary>

</details>

<figure><img src="https://296040630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fu15pukNExHWOsjYrdZrh%2Fuploads%2FvwDl5C3mA6BPBb8t3BHs%2FScreenshot%202024-03-04%20at%2012.11.04%20AM.png?alt=media&#x26;token=68fc1672-60bc-4ca5-8ade-71a209fa6c76" alt=""><figcaption></figcaption></figure>

<details>

<summary>Add Task Label , choose whom to assign and team.</summary>

![](https://296040630-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fu15pukNExHWOsjYrdZrh%2Fuploads%2FYwlBHcAuMwAxjwRqJY2S%2FScreenshot%202024-03-04%20at%2012.29.06%20AM.png?alt=media\&token=1a44d066-56c0-4bf4-9801-e0d5582e47a8)

</details>