Overview
Convert any message to a task, get reminders, and act with buttons—without leaving Slack.
Prerequisites
None.
Permissions required
Steps (3)
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1
Connect Slack
Settings → Integrations → **Slack** → Connect workspace. Approve requested scopes.
Tips
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Validation
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Success criteria
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2
Create a task from any message
In Slack, click **More actions → Create ActionDesk task**. Edit title/due, then Submit.
Tips
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Validation
- Unfurl shows task link and status.
Success criteria
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3
Act via buttons
Use buttons in Slack to Assign, Snooze, or Mark done. Updates sync instantly to ActionDesk.
Tips
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Validation
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Success criteria
- Task reflects actions and channel thread shows confirmation.
About this guide
ActionDesk is the hub for follow-ups across your workspace. Convert chats, tickets, calls, payments, and automations into clear tasks with owners, priorities, due dates, and checklists. Every task links back to its source—so teammates have context without switching tabs.
Work the queue in list, Kanban, calendar, or timeline views. Snooze, set reminders, request approvals, or escalate with SLAs. Integrations with Google/Outlook Calendar, Slack/Teams, email, and webhooks keep people on track. FlowForge actions can create, update, and close tasks to blend automation with human steps.
Metrics flow to InsightLake with Prometheus-friendly counters for on-time completion, breach rates, throughput, and workload balance.