Problem It Solves

Project tasks often live in multiple spreadsheets, emails, or chat threads, making it hard to track status and hold people accountable. Teams lose time searching for updates, and managers struggle to see where bottlenecks exist. By consolidating every task into a single Table and automatically posting progress to Slack, everyone knows what’s due, who’s responsible, and when things move, eliminating confusion and keeping work on schedule.

Process Overview

1. Project leads create tasks in a “Project Tasks” Table with fields like Task Name, Assignee, Due Date, and Status.

2. When a new task is added or an existing task’s status changes, Zapier posts an update to a designated Slack channel (e.g., “#project-updates”).

3. Team members click the Slack link to view the task row in the Table, update progress, or add notes.

4. As tasks move from “To Do” → “In Progress” → “Done,” automated Slack notifications provide real-time visibility.

5. Project managers review the Table’s dashboard (Kanban or list) to spot overdue tasks or capacity bottlenecks and reassign as needed.

Key Features & Capabilities

• Centralized Task Table
  Store all project tasks in one place, with columns for Task Name, Assignee, Due Date, Priority, and Status.

• Automated Slack Updates
  Every new task or status change triggers a Slack message in your chosen channel, linking directly to the task.

• Customizable Status Workflow
  Use status values like “To Do,” “In Progress,” “Review,” and “Done” to match your team’s process.

• Due Date Reminders
  If a task’s Due Date is imminent (for example, due tomorrow), Zapier sends a Slack reminder to the Assignee.

• Dashboard Views
  View tasks in Kanban or list format to quickly identify overdue items, unassigned tasks, or high-priority work.

• Priority & Filtering
  Add a Priority column (Low, Medium, High) and filter tasks by Assignee, Status, or Due Date to focus on what matters most.

Typical Use Cases

• Marketing Campaign Rollout
  The marketing team centralizes campaign tasks—asset design, copywriting, ad setup—in one Table. As each task moves to “Review” or “Done,” Slack updates keep everyone informed and prevent duplicate work.

• Remote Engineering Sprint
  Engineering sprints are managed in the Table with tasks assigned to developers. When a task’s status changes, the #sprint-updates channel receives a message, so the product owner and QA know exactly what’s ready for testing.

• Event Planning
  An events team tracks venue booking, vendor outreach, and speaker confirmations. Slack notifications alert the group when tasks shift to “In Progress,” ensuring no detail is missed before the big day.

Prerequisites & Client Responsibilities

• Task Structure
  Confirm which fields you need on the “Project Tasks” Table (e.g., Task Name, Assignee, Due Date, Priority, Status, Notes).

• Slack Channel Configuration
  Provide the Slack channel name where task updates should post (for example, “#project-updates”).

• Workflow Definitions
  Define your status values and any priority levels so the Table schema and Slack messages reflect your process.

• Update Responsibilities
  Ensure team members know to update their tasks’ Status in the Table so Slack notifications remain accurate.

• Notification Timing
  Decide if you want daily summary messages (for example, “Tasks due tomorrow”) in Slack, in addition to real-time updates.

Pricing

• One-Time Setup: $400
  (Configure the “Project Tasks” Table, set up Slack integration for real-time and due-date reminders, and test end-to-end.)

• Monthly Support: $80/month
  (Maintain Table and Slack integrations, adjust workflows or reminders as needed, and troubleshoot any issues.)