Slack app
The work happens in the channel. So should the ticket.
Dashly for Slack puts the day-to-day of an agency inside the conversation it already happens in: file a task without switching tab, read what a client owes you and what they have left, and let the client file their own request from a shared channel — without an account, a login or an email.
Connecting takes a Dashly account and one click from your settings. 14 days free, no card required.
What it does
Five slash commands and one modal. Everything answers in the channel you typed it in, and nothing is posted to anyone else unless you asked for it.
- /task <title>
- Files a task straight away, on the agency scope and medium priority. The fastest path from a sentence someone just said to a line of work that exists.
- /task
- Opens a form: title, description, due date, scope, priority, and an “Attach to” picker that searches your clients and your projects as you type. Picking a project attaches the client with it.
- /today
- Your open assigned tasks and the time you have logged. What you owe, in one message.
- /client <name>
- A client card: contacts, open tasks, and the hours left on their retainer this month.
- /project <name>
- A project's status, its client and the partners it is shared with.
- /agency
- The menu: the command cheat-sheet, plus buttons for a new task, your tasks and the app itself.
Your clients can file a request too
Post the “New request” button into a Slack Connect channel and the client clicks it — a form opens, they describe what they need, and the request lands on their own space in Dashly, visible to them, attributed to them.
Nothing about that request comes from what the client's browser sends: the account is read from the membership we resolved, the scope and visibility are forced, and the form does not even show the fields we would overwrite. A request naming another client, another scope or another priority changes nothing.
Client seats in Dashly are free and unlimited, so this costs a client nothing and takes them nowhere.
Installing it
- Sign in to Dashly (or start the 14-day trial — no card).
- Go to Settings → Connections and click “Add to Slack”. Slack asks you to approve the four permissions listed below.
- Back in Dashly, pick the channel that should receive notifications, and invite the bot to it with /invite @Dashly.
Installation starts from inside Dashly rather than from Slack, because the app has to know which agency the workspace belongs to — and that is what your session says. One Slack workspace connects to exactly one agency.
What it asks for, and why
Four bot scopes. No user token, no access to your message history, no ability to read a channel it was not invited to.
- commands
- Adds the slash commands. Without it there is no app.
- chat:write
- Answers your commands, posts the “New request” button you asked for, and sends the ticket notifications to the one channel you chose.
- users:read
- Reads who is in the workspace, to attach an action to the person who took it.
- users:read.email
- Reads the email address, which is the only thing that matches a Slack user to a Dashly account. No match, no access: an unknown user is refused, never guessed.
What we store
- The workspace id and the bot token Slack issues at install — the token encrypted at rest — plus the notification channel you pick. Nothing else about your Slack workspace is kept.
- Messages are not read, archived or indexed. The app only ever sees what a person deliberately sends it: a slash command, a form they submitted, a button they clicked.
- Uninstalling the app from Slack deletes the connection on our side, immediately, through Slack's own uninstall event. Data already in Dashly — the tasks and requests that were filed — stays in Dashly, where it is yours to delete.
- Both the application and the database run in the EU (Stockholm).
Support
Something not working, or a question before you install? Write to us and a person answers — there is no ticket queue in front of it.
Removing it
Remove the app from your Slack workspace's app directory, or disconnect it from Settings → Connections in Dashly. Either one releases the workspace, and it can be connected again — to the same agency or another — whenever you want.