Integrate with Slack

Pro

Integrating Slack with Plane allows your team to streamline communication and stay updated on your projects, directly from within Slack. Whether you're syncing threads, receiving updates, or collaborating in real-time, this integration brings the power of Slack and Plane together for a more connected workflow.

This guide will walk you through how to set up and connect your Slack account to Plane.

Set up Slack integration

Self-hosted instances

If you're running a self-hosted instance of Plane, you'll need to set up a few extra configurations to get Slack integration working. Check out the setup guide first before diving into the steps on this page.

Follow the steps below to complete the setup:

1. Connect your Slack Workspace
2. Connect your personal Slack account

Connect Slack Workspace

To get started, you need to connect your Slack workspace to Plane.

1. Navigate to Workspace Settings in Plane.
2. On the right pane, select Integrations.
3. Find the Slack integration and click Configure.
4. Click the Install button. This will redirect you to Slack’s authentication page. Slack will ask you to review the permissions it needs to integrate with Plane. Make sure to allow them.
5. After allowing permissions, you’ll be redirected back to Plane. You should now see that your Slack workspace is successfully connected.

That's it! Your Slack workspace is now integrated with Plane.

Connect personal Slack account

For a more personalized experience, you can connect your personal Slack account. This is particularly useful for features like Thread Sync. When Thread Sync is enabled, any messages posted to a work item will be sent back to Slack. If you're connected, it will show your name as the sender. If you're not connected, the message will appear as coming from the Plane Bot or the name of your Slack bot.

From Workspace settings

Workspace admins can connect their personal Slack accounts from Workspace settings.

1. In the Connect your personal account section under Integrations, click Connect.
2. Slack will ask for permission to integrate with Plane. Review and allow the necessary permissions.
3. After granting permissions, you’ll see the status updated to show that your personal account is connected.

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Only one Workspace Admin can connect their personal Slack account via Workspace Settings. Other Admins and Members can connect theirs from Profile settings.

From Profile settings

If you don’t have admin access, you can still connect your personal Slack account through your profile settings.

1. Head to the Profile settings page in Plane.
2. Select the Connections tab on the sidebar.
3. In the dropdown menu, select the Plane workspace you want to connect your personal account to.
4. Click Connect in the Slack section, which will redirect you to Slack to complete the connection.
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   If your workspace doesn’t have Slack integration enabled, you won’t be able to connect your personal account. In this case, contact your Workspace Admin.

5. Once your account is connected, you’ll see the status update to reflect that your personal Slack account is successfully integrated.

Use the Slack integration

Now that you’ve connected Slack to Plane, let’s explore what you can do with this integration. We built this to reduce the constant back-and-forth between Plane and Slack—so instead of switching between tools to create work items, update statuses, or share links, you can do it all from Slack.

Here are the key features available with the Slack integration:

• Thread Sync
  Keep Slack conversations and Plane work items in sync.
• /plane command
  Quickly create work items without leaving Slack.
• Link previews
  Instantly see work item details when sharing Plane links.

Thread sync

One of the biggest pain points in work item tracking is jumping between Slack and Plane—copying messages, creating work items, sharing links, and keeping everyone updated. With Thread Sync, you can create a work item directly from a Slack message and keep the conversation linked between Slack and Plane.

1. Hover over any message in Slack and click the three-dot menu.
2. Select Create Plane Issue. This pulls the message into Plane as a work item.
3. Add Assignees, Labels, and select the State right from Slack.
4. Choose if you want Thread Sync enabled—when turned on, any replies in the Slack thread will automatically appear as comments in the Plane work item, and vice versa.

With Thread Sync, discussions remain in sync, reducing the need to manually copy updates or notify team members. If someone comments on the work item in Plane, that comment also appears in the linked Slack thread—keeping everyone in the loop.

/plane command

The /plane command lets you create a work item on the fly, without even opening Plane.

1. Type /plane in any Slack channel or DM.
2. A pop-up will appear where you can fill in work item details—title, description, state, labels, priority, and more.
3. Click Submit, and the work item is instantly created in Plane.

This is great for when an idea or task comes up mid-conversation—you can create the work item in just a couple of clicks without breaking your flow.

Link previews

When you share a Plane Issue, Cycle, or Module link in Slack, you’ll see a live preview of its details, including:

• Issues
  Title, status, priority, assignee, and quick actions.
• Cycles and Modules
  Progress percentage, active vs. completed work items, and key details.

Take actions from Slack

With link previews, you can interact with the work item directly from Slack.

• Assign the work item to yourself.
• Change its state (e.g., move it to "In Progress").
• Add a comment.

This makes it easy to stay updated and take action without leaving Slack.

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By using these features, you can reduce context-switching and manage Plane work items directly from Slack—keeping your workflow smooth and efficient.