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How to view and update OKRs from Slack
How to view and update OKRs from Slack

Available commands for Quantive's bot for Slack

Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Quantive Results enables quick and easy integration for Slack so that you can view and update your OKRs without switching out of Slack. 


Once integration for Slack is completed with Quantive Results, all users can perform the following activities from directly within Slack:

View OKRs - You can view your own OKRs just as they are visible to you in Quantive Results. You can see these easily with a simple command in Slack: /quantive-okrs

Share OKRs – Once you’ve pulled your OKRs into Slack, it’s a simple matter to share them with any team member via Slack’s ‘Share’ button. 

  • Sharing does not work in DMs, and only works in channels if you add the app to the channel.

    • To add the Quantive Results app to your Slack channel click on your slack channel, next click on the integrations tab, then click the Add apps link to add the Quantive Results app.

Update Key Results – Once you’ve chosen to view your OKRs inside of Slack, you can use the three-dot dropdown menu on the right to update your KRs – the same way you would if you were inside of Quantive Results.

Adding new values, modifying confidence levels or even inserting notes can all be done easily right in Slack. 

Hide Key Results – After you’ve displayed your OKRs within Slack, you can also use the ellipses menu on the right to hide any of your OKRs. This will often be used when you wish to share and discuss particular OKRs.

Why use Quantive Results with Slack?

Easy collaborations: Specific private channels (user-manager, individual teams, etc.) enable quick displays of OKRs and improve collaboration and alignment. 

Rapid updates: Users can simply utilize their collaboration workspace to stay on top of updating Key Results, which becomes even more effective when information relevant to OKRs are exchanged via Slack. 

Time savings: Distributed teams, or indeed any individuals/teams that actively use both Slack and OKRs, will gain significant efficiencies using Slack as the baseline for OKRs discussions via this integration.

How to configure integration for Slack

If your Slack Administrator permit unrestricted app installations, you can add the Quantive Slack app to any channel and proceed by typing the Slack command /quantive-login, which will return a link to you to log into Quantive Results and authenticate the integration for Slack.

If you operate in a restricted workspace, you’ll need to request that your administrator approve the Quantive Slack app.


Key Slack commands

/quantive-login will return a link to you that will be used to authenticate your integration for Slack.


Note: If you have activated a Single Sign On option, then just please type your email address and you will be automatically recognized from the SSO.

/quantive-okrs will return your session(s) OKRs inside of Slack, in the same format that you would see them within Quantive Results. 

/quantive-okrs-team will return a list of your team OKRs.

/quantive-okrs-my will return a list of the OKRs you own.

/quantive-logout will log you out of the current Quantive user that you authenticated with to use the Slack app.

/quantive-help will return a link to this article.


Pro-tips:

  • The titles of OKRs are hyperlinked, so a click would open them in Quantive Results.

  • From the three-dot dropdown menu, you can hide a whole session, a single OKR or even a single KR before sharing in the channel.

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