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.

Create work items from Slack

There are two easy ways to create issues from Slack, depending on your workflow: using the message shortcut or the /plane command. Any updates in Plane to fields like State, Assignee, or others will automatically reflect in the linked Slack thread.

Message shortcut

If a message sparks an action item, turn it into a Plane work item in just a few clicks:

1. Hover over any message in Slack.
2. Click the three-dot menu and select Create an Issue.
3. A modal will open where you can select the project.
4. Add a title and description (the original message is pre-filled).
5. Assign Labels, State, Priority, and Assignee.
6. Enable Thread Sync (optional). When enabled, Thread Sync keeps your conversation and Plane issue comments in sync. Anything you say in the Slack thread appears in the Plane work item comments, and vice versa. It’s the easiest way to keep everyone aligned without repeating updates in two places.
7. Once you hit Create Issue, the issue gets added to the Backlog of your selected project, and a preview is posted in the Slack thread so everyone knows it's being tracked.

/plane command

The /plane command lets you create a work item on the fly, without referencing a specific message.

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 work items to Slack threads

If a Plane work item already exists, and you want to connect it to a Slack thread (for updates, visibility, or comments), just use the Link Work Item shortcut. Here’s how:

1. Hover over the relevant Slack message or thread.
2. Click the three-dot menu adn select Link Work Item.
3. In the modal, search for the work item by title or ID.
4. Select the right issue and hit Link.

That’s it. Now the thread and the work item are connected. Comments in the thread can sync to Plane (and vice versa, if Thread Sync is enabled on that issue), and the thread will display a rich preview of the linked work item.

This is perfect for situations where someone logs an issue in Plane but the conversation about it happens in Slack. Just link them up and avoid duplication.

Connect project to Slack channel

Stay on top of project updates without switching tabs. You can now link each Plane project to a default Slack channel to receive notifications whenever new work items are created.

To configure this:

1. Go to your Workspace Settings in Plane.
2. Navigate to Integrations > Slack.
3. Click Configure on the Slack integration.
4. Under Project Notifications, click the ➕ button.
5. Select a Plane Project and the corresponding Slack Channel you’d like to connect.
6. Click Save.

Once set, Plane will automatically post updates to the selected Slack channel every time a new work item is created in that project keeping your team informed and your workflows connected.

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.