Aha! Ideas | 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

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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:

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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