Create and comment on records from Slack

This integration is simple to configure, and brings key Aha! functionality into your Slack account. Use it to optimize how your team works — capture new ideas, add comments, and assign tasks without interrupting the flow of conversation.

Click any of the following links to skip ahead:

• Prerequisites

• How it works

• Configuration

• Manage your integration

• Troubleshooting

Prerequisites

Integration type	One-way (Slack to Aha! Ideas ) You can enable an additional integration to send Aha! notifications to Slack.
Integration level	Account level
Required user permissions: Configuration	Administrator
Required user permissions: Use integration	Workspace owner Contributor Reviewer
Associated records	Use Slack to create: Initiatives Notes Whiteboards Releases Epics Features Ideas To-dos Comments on existing

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How it works

After you configure it, use the integration to create records or comments. There are two ways to send information to Aha! software from Slack. Hover over an existing message in Slack and use the new Add record or Add comment shortcuts in the More actions menu. Choose your workspace and fill in any additional details you need.

You can also use slash commands to take action. The slash commands available to you depend on your Aha! user permissions:

User permissions	Slack commands	Effect
Workspace owners and contributors	/aha to-do /aha feature /aha epic /aha release /aha note /aha whiteboard /aha idea /aha comment /aha to-do	Creates a record
Reviewers	/aha idea /aha comment	Creates an idea Comments on an existing record
Viewers	/aha to-do	Creates a to-do
All users	/aha help /aha change account	Lists the Slack commands available Allows you to change the Aha! account where you want to create or comment on records

When you create a record through the integration, Slack will ask you to choose the workspace where you want to create the record, and then show you the record's create layout — including custom fields — so you can capture the same critical information you would if a user had created the record directly in your Aha! workspace.

When you comment on a record through the integration, Slack will ask you to choose the record type and the record itself, then have you add your comment. The text editor for adding comments supports Markdown shortcuts, but not attachments.

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Configuration

1. Navigate to Settings ⚙️ -> Account and click on the Integrations+ button and select the Slack [to Aha!] integration. You will need to be an administrator to do this.

2. Within the integration configuration, simply click the Add to Slack button. This will take you to Slack where you can chose which Slack Team you want to connect to.

3. You will be redirected back to Aha! Roadmaps where you can click the Enable check box to finalize the setup and turn the integration on.

4. Once enabled, users will be asked to authenticate to their Aha! Roadmaps account when they use the integration for the first time. Afterwards, they will be able to begin creating and commenting on records.

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Manage your integration

If you have multiple Slack integrations that you need to manage, use the Manage integrations report, located in:

• Settings ⚙️ -> Account -> Integrations for account-level integrations.

• Settings ⚙️ -> Workspace -> Integrations for workspace-level integrations.

Otherwise, if you run into any trouble with the integration process, please reach out to our Customer Success team. They are all product experts, and respond very quickly.

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Troubleshooting

To help you troubleshoot an error, we provide detailed integration logs below the integration's configuration page.

Still stuck? Please reach out to our Customer Success team and we would be happy to help.

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