Do you find yourself getting pinged throughout the work day (and often outside of work hours) with requests on Slack? While many of the requests may seem simple, keeping track of and following up on them can be overwhelming. You may have a constant fear of missing something.
Enter the Office Otter Slack integration! Using this integration, you can quickly turn a message into a task on your to-do list without leaving Slack. Follow the steps below to set up and start using this amazing tool.
➡️ Setup guide
Note: You may need to request permission from your Slack administrator. See our privacy and security policy here.
➡️ Open the message that contains the task you want to create.
➡️ Click on the “more actions” menu on the far right side of the message.
➡️ Click on the “Create a Task” Office Otter shortcut. The first time you use the integration, you may need to search for the Office Otter shortcut in More message shortcuts, but it will appear at the top after you do it once.
➡️ Edit the Description, Label and Urgency fields in the pop-up window.
➡️ Click Submit and wait for confirmation that your task was created.
➡️ Click on the Office Otter app.
➡️ Type your task into the message box as you would to send a message to a person.
➡️ You can use a hashtag to assign urgency to the task. If you don’t use a hashtag, it will default to Now.
➡️ You can use a hashtag to assign a label. If you don’t assign a label, it will default to your name.
➡️ Click Send or hit Enter and wait for a confirmation that your task was created.
Slack is a widely used and super helpful tool for team collaboration, but it can be overwhelming. Install and use the Office Otter Slack integration today to make sure none of your action items from Slack get buried.
Let us know how it goes! We love to hear from users about their experiences and suggestions to make the platform better. Use the chat feature in the bottom right of your Office Otter dashboard to reach our CEO and Founder directly.
We also have a guide for How To Get Office Otter Approved and Paid for by Your Employer.