This guide will walk you through setting up an integration between Shorter Loop and Slack, allowing you to create issues directly from a Slack channel.
Follow the steps below to get started!
Prerequisites
- A Shorter Loop account with Idea Manager access (Open https://app.shorterloop.com/register to register.)
- A Slack workspace
How to Setup the Integration Step-by-Step
1. Access Idea Manager
In Shorter Loop, navigate to the left navigation bar and click on “Idea Manager.” This will redirect you to the Idea Manager dashboard.
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-37-1024x516.png)
2. Open Profile Settings
Within the Idea Manager interface, locate the profile section in the left navigation bar. Click on your profile icon or name to access the profile settings.
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-38-1024x496.png)
3. Connect Slack Integration
In your profile settings, find the section labeled “Slack.” Click the “Connect” button to initiate the integration process.
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-39-1024x530.png)
4. Authorize and Map Channel
Follow the on-screen prompts to authorize the connection between Shorter Loop and your Slack workspace. You may be redirected to Slack for authorization.
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-40-1024x519.png)
Once authorized, you’ll have the option to map the integration to a specific Slack channel. Choose the channel where you want to:
- Create issues from (using the Slack command)
- Receive notifications for new idea issues.
- Comment on threads
When it’s done, add the app (Shorter Loop) to the channel.
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-41-1024x734.png)
5. Slack commands and shortcuts
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-42-1024x640.png)
With the integration established, you can now create issues directly from your chosen Slack channel.
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-43-1024x534.png)
6. Creating work items from Slack
6.1. Create the Issue from Slack into Shorter Loop
/sl issue
It will open the issue dialog and will ask for details:
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-44-828x1024.png)
Shorter Loop will automatically create a new issue in Idea Manager based on your Slack command.
6.2. Create the Idea from Slack into Shorter Loop
/sl idea
It will open the idea dialog and will ask for details:
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-45-829x1024.png)
Additional Notes:
- Receive notifications in the chosen Slack channel for both new idea issues created in Shorter Loop and issues created using the Slack command.
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-46-1024x640.png)
2. Comment on existing threads on both platforms. Comments from Slack will be reflected in the Shorter Loop issue, and vice versa.
![](https://help.shorterloop.com/wp-content/uploads/2024/06/image-47-1024x746.png)