What’s “QuickPlan Slack BOT”?

QuickPlan Slack BOT is to represents a QuickPlan project, to communicate with the project members to delivery task schedule, and to collaborate with the project members for task status updating and consolidating, via Slack service

(it’s not easy to understand! ok, try next one)

QuickPlan Slack BOT is a macOS application

  • Installed on (your) a Mac device
  • Connects to Slack as a robot, to talk with your project members via Slack apps (web, iOS, Android, Windows …)
  • Loads one QuickPlan project file
  • Tracks queries from project members and deliveries task schedule to project members, via Slack text DM (direct message)
  • Collects task % complete updates and suggested tasks from project members, via Slack text DM
  • Consolidates (approves/rejects) task updates and suggestions by PM, to create new project version
(it’s too technical related? ok, please check next one)

QuickPlan Slack BOT is your project management assistant, who’s responsibility is to understand the project schedule you gave, and to answer the queries from the project members about task schedule, to collect the task updates from project members for your review. Because of some unknown reasons, the project management assistant can only work on a Mac to talk via Slack.

How to start?

As you need an assistant (with very limited capabilities) to help on project schedule communication and collaboration, on a Mac device, via Slack service

  • Prepare a device for the assistant to work – A Mac with OSX (macOS) installed
  • Help the assistant to register as slack user – Create a token for the app to be a BOT (a special Slack user, a robot), following includes the details
  • Give a QuickPlan project schedule to the assistant to work – Import a QuickPlan project into QuickPlan Slack BOT
  • Of cause, you have a slack team ready for team communication.

Then the assistant can start to work (project members can DM to QuickPlan Slack BOT to talk), when the assistant is at working (the app is running), the project members can talk with the assistant, if  the assistant left (the app is not running), the assistant of cause will not serve the project members.

BOT configuration

  • After downloaded the app from Mac App Store, please run it.

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  • You should be already a slack user (register an account at slack.com). And it will be better that your team are familiar to use slack service for team communication. If you and your team has no any experience to use slack, I’d like suggest to try the slack service before try following.

    Login you Slack account and go to bot configurations page (you have a slack team ready), enter username as you like and click Add Bot Integration.

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  • Next, you will be brought to a edit configuration page. Under Integration Settings section, there is a API Token. Copy it to somewhere and you will need it later. Fill in the form to customize your bot and click Save Integration.

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  • Next, in QuickPlan Slack BOT app, fill the token created in preview step into the token field, and Click to Slack button, app will start to connect to slack server.

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  • Click Import Project button to load a project file (.qpp file, created by QuickPlan apps for iOS and Mac)

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  • Project members can find the bot in the slack team, and DM “hello” to start. Click to visit more details about the communication content

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Permission control

We can customize how QuickPlan Slack BOT serves for specific slack users, such as to allow or not allow the bot to share project file to non-project members.  We can also disable the permission of some command to disable the functionality, for example, if only use the bot to delivery project schedule (not to collect project member updates), we can disable the access for all the users to send command to update task status.

If you have problem to understand it, please have an IT expert to be involvedquickstart9.

Notes

  • QuickPlan Slack BOT is NOT designed to replace the critical steps in your project management process. The BOT is an additional tool to help you and your team member to save efforts of project schedule delivering and status tracking, make the work be more convenient if possible, but it does not intent to ask you to depends on it.
  • QuickPlan Slack BOT is based on Slack text message, to help team communication and collaboration for project schedule with very low cost (QuickPlan Slack BOT is free now, there is no future charge from Mobilinked, you may use Slack free plan or paid plan). The information (user interface of communicating with project members) is text based. If you need more complex and customizable user interface for the functionalities, this is not the solution for you.
  • Your project is hosted in QuickPlan Slack BOT app on your Mac (We have no server to host your project). If the app is not running, the bot will not work. If many of you like to have project be hosted on our server to get the BOT works, please let us know it, we may consider to develop an online paid service for the purpose (Now on the market, most of the online project schedule collaboration service fee is about 1X$ per user per month, for some users, the price may be very high. Like MS project online, Trello)
  • Please contact with slack if you have problem for slack only

Simplify team communication and collaboration for project schedule!

FREE on the Mac App Store