With Ally's SlackBot, users can take almost any action in Slack that they would in the web application itself. If your organization has Slack integrated with Ally, most employees may not even need to access the web, they can manage their OKRs entirely in Slack.
In this Article:
- Quick Actions
- Adding Objectives
- Turn Off Notifications
- Ask For Help
With SlackBot there are Quick Actions as well as Commands and Notifications.
Quick Actions are buttons within Slack that operate the same way as the web application. Users can make check-ins, see key results, edit, and even score objectives.
When an action is taken in the Slack, it is immediately reflected in the web application for all other users to view.
Note: Slack will display the status color next to the Objective when it is updated. Status color definition is discussed here.
SlackBot is intuitive and can understand messages as well as receive direct commands.
SlackBot understands things like, "Show company OKRs" "Show my objectives" "Show OKRs at risk" "Show [team name] OKRs" "add objective" "make checkin" "help" etc.
If you find SlackBot is not able to interpret your message you can use a direct command.
The following commands can be used within your Slack workspace to view, add or update your OKRs.
To list your OKRs, use one of the following commands:
/ally list my okrs
To see objectives of other team members, use
/ally list @name's OKRs
/ally list @dana's OKRs
To see objective's of a team, use
/ally list <team_name> OKRs
/ally list Marketing OKRs
By default, objectives listed are for the current period/quarter. To see objectives in other periods, use
/ally list <period> OKRs
/ally list @Phils's OKRs
To retrieve and focus on OKRs that are behind, you can use one of the following commands:
/ally list OKRs at risk
/ally list OKRs that need attention
To add a new Objective, use the following command
In the popup that appears, add details of your new Objective.
You and your team can make quick check-ins using the following command:
Choose an Objective, and in the popup that appears, add your status.
NOTE: When a team member adds a new Objectives, or makes a check-in, Ally automatically creates a channel in Slack between them and their manager, creating a private space for them to discuss progress.
To search for a OKRs with a specific keyword, say 'publish', use the following command:
/ally search publish
To limit your search to a time period, use
/ally search publish in Q1 2018
Turn off Notifications
To disable the channel created between user and manager.
Ask For Help
To ask SlackBot for help.
When the Ally app is integrated in Slack, Ally's weekly notifications will be sent via this method. These notifications can be configured to a specific day of the week and time. Instructions for configuring this can be found HERE.