Hub Planner Notifications via Slack and Email

Estimated reading time: 9 min

A Guide to Notifications in Hub Planner

Hub Planner allows for users to be notified of bookings to their schedule as well as weekly reminders of timesheets and schedule. There are two formats on how users can be notified. Email or Slack. Feel free to customize your options to include either or both. Let’s take a look at how notifications work, the set up, integrating with Slack and customizing options available.

What kind of Notifications can I receive?

You have the option to determine the amount and type of notifications you wish to receive. Options include booking notifications you are scheduled on and any adjustments to them.  Additional options include a summary of your scheduled bookings notification. Notifications of Resource Requesting together with Vacation & Annual Leave notifications. You can also be reminded on a weekly basis with regards to submitting your timesheets.

  • Scheduler Notifications of Bookings
    • Newly Created Bookings
    • Updated Bookings
    • Deleted Bookings
  • Booking Summary
  • Timesheets Reminder Notification
  • Resource Request Notifications
  • Vacation & Annual Leave Request Notifications
  • Feature Updates Notifications

What type of Notifications can I receive?

There are two formats of how you can be notified.

  • Email
  • Slack

Hub Planner Notification Type Email and Slack

What are Scheduler Notifications of Bookings?

These are the notifications that you can opt to receive from bookings you are scheduled on. You can decide to receive email/slack notifications on all or some of the projects that have been newly created, updated and deleted. Each has their own tick box to tick.

  • Newly Created Bookings
  • Updated Bookings
  • Deleted Bookings

The timeout option is used to create a delay from when the action is done and the notification is sent. This can be useful to avoid multiple notifications during planning sessions.

Hub Planner and Slack Integration Scheduler Notifications of Bookings

What are Summary Booking Notifications?

This is an email notification that shows a summary of bookings you are scheduled for your chosen week.

  • Choose a week
    • Current Week
    • Past Week
  • Choose a Week Day
    • Monday through Sunday
  • Choose Email/Slack

Hub Planner and Slack Integration Booking Summary Reminder

What are Timesheets Reminder Notifications

This is an email notification to remind you to complete your Resource Timesheet.  Note, this email will only deliver to you should you have outstanding scheduled time to be reported.  Choose a week and day to be reminded on.  Note, you must have ‘Timesheets’ premium extension installed for this email notification.

  • Choose a week
    • Current Week
    • Past Week
  • Choose a Week Day
    • Monday through Sunday
  • Tick Email/Slack

Hub Planner and Slack Integration Timesheet Reminder

What are Resource Request Notifications?

These are notification options for the Resource Request and Approval workflow.

  • Approved Requests
  • Requested
  • Rejected Requests

Hub Planner and Slack Integration Request & Approval Workflow

What are Vacation & Annual Leave Request Notifications

These are notification options for the Vacation and Annual Leave request workflow.

  • Approved Requests
  • Requested
  • Rejected Requests

Hub Planner and Slack Integration Vacation & Annual Leave Workflow

What are Feature Updates Notifications

Stay updated to Hub Planners latest releases and updates via email or slack.

Hub Planner and Slack Integration Feature Updates

Configure Hub Planner Notifications

Decide what notifications you want to set. Email, Slack or both? Set the reminders days for timesheets and booking summary. Activate a timeout option, etc. To access:
  1. Settings
  2. My Settings
  3. My Notifications

The following 12 Hub Planner notifications will be sent as direct messages to Slack from the Hub Planner app in Slack:

  1. Timesheet Reminder
  2. Booking Summary
  3. (Created) Booking Schedule
  4. (Updated) Booking Schedule
  5. (Deleted) Booking Schedule
  6. (Approved) Resource Request
  7. (Requested) Resource Request
  8. (Rejected)Resource Request
  9. (Approved) Vacation & Annual Leave Request
  10. (Requested) Vacation & Annual Leave Request
  11. (Rejected)Vacation & Annual Leave Request
  12. Hub Planner Feature Updates

Configure Slack

Once you click connect, you will need to enter your Slack workspace URL and corresponding login credentials. To complete the setup, you will need to authorize the integration to connect to your Slack account.
After completing the setup, you will see the Slack integration has been connected to a specific channel, e.g. Hub Planner Notifications.

Where will I see the Hub Planner channel in Slack?

The Hub Planner channel will be located under the header Apps

Can I edit the type of notifications I receive? Can I disable some notifications or add others?

You can opt to have Slack notify you of one, some or all of the following:

  • New Booking
  • Updated Booking
  • Deleted Booking
  • Weekly Booking Summary
  • Weekly Timesheet Reminder
  • Resource Request (Approved / Requested / Rejected)
  • Vacation Request  (Approved / Requested / Rejected)

Can I choose both Email & Slack notification?

Yes, absolutely. All you need to do is tick both options.

Can I get Slack Notifications for Vacation/Resource Requests & Approvals?

Indeed you can. Ensure the appropriate notifications are chosen in ‘My Notifications’.

Can I approve bookings via Slack?

Yes. You can approve direct using the interactive buttons within the Slack message. You also have a link to Hub Planner should you wish to check the scheduler to assess the planning.

Slack-Notification-Hub-Planner-Vacation-Request