Permanent Slack Connections

The Slack integration custom field in Kordiam enables users to initiate and access dedicated Slack threads directly from Kordiam.
Note: If you’ve already installed the previous Slack integration for your workspace, a Kordiam administrator must reinstall it to activate custom‑fields support. Simply go to the General Settings page, reconnect Slack as outlined here, and the new integration will take effect.

What Does This Feature Do?

With the Slack custom field, you can:

• Create a dedicated Slack thread directly from a story, task, or publication within Kordiam.
• Instantly open Slack and jump into a new thread with prefilled details.
• Reopen and contribute to existing Slack threads linked to your Kordiam content.

Setup Guide (for Admins)

To enable this feature:

1. Activate Slack for Your Account
   • Go to General Settings → Enable the Slack integration.
   • If Slack is not activated, a warning message will appear:
     “You must activate the Slack connection on General Settings to use this feature.”
2. Add the Slack Custom Field
   You can add it in the admin area as a:
   • Story Custom Field (SCF)
   • Task Custom Field (TCF)
   • Platform Custom Field (PCF)
3. Configure the Field

How It Works

When you interact with the Slack icon:

1. Before Thread Creation

• Icon appears in gray, with tooltip: “Click to start a discussion on Slack.”
• Hover turns icon blue.

2. First Click

Opens Slack and

• Posts a new top-level message in the selected channel.
• Immediately opens a thread reply box.
•  

3. After Thread Creation

• Slack icon turns colored.
• Clicking it now takes you directly to the Slack thread.

Where You’ll See the Slack Icon

It is displayed on the Story List and Tasks Page when the corresponding column has been added to the list.

It is also visible in the Detailed Entry, in the task widget (on the Story List) and on My Schedule.