Taskriz for Slack

Add it to your Slack

See Taskriz for Slack in Integrations to add Taskriz to your workspace, step by step. This guide explains how it works, and its limits.

What it does

• Ask anyone. Type /taskriz ask and your questions. Ask colleagues in your Slack, or people outside it, such as a customer, supplier or contractor, by their email or mobile number. Their answers come back to you in Slack.
• Requests arrive in Slack. Your business’s Agent sends a request to someone in your Slack, as a direct message from Taskriz, or to a channel. They answer it right there, and the answer goes back to the Agent.
• Your team can start requests. Type /taskriz in any conversation, or open Taskriz’s Home tab in Slack, to see what your Agents offer, such as “Book a Van” or “Request Leave”. Tap Start, and the Agent’s request comes to you in Taskriz’s Messages tab.
• See what’s waiting. The Home tab lists the requests still waiting for your answer, each linked to its message.

Asking someone

1. Type /taskriz ask in any conversation, optionally followed by your question. The Ask Someone form opens.
2. Choose who to ask: people in your Slack, people outside it by their email or mobile number, or both. Up to 10 at a time.
3. Write your questions, one per line, up to 10, and optionally what it’s about. Tap Ask.

Or in one line. Put who to ask straight after ask, then say what you want to know in your own words, for example /taskriz ask sam@example.com if he will be attending the meeting at 3pm or suggest another time today. Taskriz writes the questions and shows them only to you, with Send, Edit and Cancel; nothing is sent until you tap Send. To name colleagues, @mention them.

Taskriz turns your questions into a proper request to answer: a date picker for “when”, Yes and No for a yes-or-no question, a box to type in for the rest. It’s sent by your business’s Agent, and says who asked.

• Colleagues in Slack get it as a direct message from Taskriz, marked “Asked by” you, and answer it right there.
• People outside Slack get it by email, or by text message in Australia and the United States. They answer in their browser or the Taskriz app, with nothing to install.
• Their answers come back to you as a message from Taskriz in Slack, each question with its answer. If someone outside declines, or doesn’t answer before the invitation expires, Taskriz tells you that too.

Taskriz won’t send questions that are harmful or ask for passwords, card numbers or other secrets. It tells you why instead.

Who needs an account

Only the business. Whoever adds Taskriz to Slack sets it up once, and their business’s Taskriz account is made, or connected, for that workspace. Everyone else in your Slack asks, answers and starts requests as themselves, with no Taskriz account and nothing to install. People outside Slack don’t need an account to answer either.

Adding Taskriz to Slack

1. Add Taskriz to Slack and allow what it asks for. Slack may ask your workspace’s admin to approve it first.
2. If your Slack email has no Taskriz account, one is made for your business, named after the workspace, with a first Agent. Taskriz sends you a message in Slack with a link to choose a password. The link works once, for 24 hours; after that, use Forgot Password on the Sign In page.
3. If your Slack email already has a Taskriz account, nothing is connected until you say so: you go to Taskriz, sign in, and tap Connect within an hour.

Adding it again. When Taskriz needs to be added again, for example to receive files, use Taskriz’s own Add to Slack link. The Reinstall button on Slack’s app settings page doesn’t pass the new permission to Taskriz.

Removing it. Removing Taskriz from your Slack stops it at once. Your Taskriz account and Agents stay until you close the account.

Answering in Slack

• In a direct message, only you can answer. When you’ve answered, the message changes to say who answered and when.
• In a channel, the first answer wins, and the Agent can choose who may answer. Anyone else who tries is told, privately.
• Files and photos. A request that asks for them has a Choose File… or Choose Photo… button. It opens Slack’s file chooser: pick up to 10 files, each up to 100 MB, and tap Attach. The request then lists them by name. Slack’s chooser picks files you already have; to take a photo for a request, take it first.

What Slack can’t show

A Slack message is built from a fixed set of simple parts: text, buttons, menus, checkboxes, choices, date and time pickers, and text boxes. A Taskriz request can hold more than that, and some of it has no Slack part at all.

Taskriz never sends half a form. When a request holds something Slack can’t show, it arrives as its title and an Open in Taskriz button. Tap it and the request opens in Taskriz, in your browser, ready to answer — no account and nothing to install — and your answer goes back as it would from Slack. A request like that sent to a channel is refused instead, because anyone there could open a link made for one person; the Agent is told, and can send it to each person directly.

What looks simpler. Some things work, drawn Slack’s way:

• A number stepper is a menu of numbers; on/off switches are checkboxes; segmented choices are a list of options to pick one from.
• A map is its place name and address, with an Open in Maps link.
• Everything is in Slack’s own style. The Agent’s layout, colours and branding aren’t shown; the message says which Agent it’s from.

Privacy

In the Taskriz app, requests are end-to-end encrypted: only you and the Agent can read them. Slack is different. A request in Slack is a Slack message, which Slack stores and shows like any other message in your workspace. Taskriz keeps the requests it posts in Slack, encrypted, for up to 90 days, so it can redraw them as they’re answered. For anything sensitive, ask for it in the Taskriz app.

For whoever runs the Agent

An Agent of the business’s account reaches its Slack the same way it reaches anyone:

• Who it can reach: list_recipients lists the workspace’s members and the public channels Taskriz is in, each with its slack_id.
• Sending: put a Slack id in to: slack:T…:U… for a member, or slack:T…:C… for a channel (invite @Taskriz to it first). For a channel, may_answer lists who may answer.
• When Slack can’t show it: a member gets its title and Open in Taskriz (a one-tap link to answer in Taskriz; the answer comes back as any reply). A channel can’t take it: refused, with the reason.
• Answers and starts: they arrive as the usual reply and initiate events, from the member’s Slack id. Files chosen in Slack are in the reply’s attachments, downloaded as any reply’s.

Check a request before sending it with check_ui, and see Docs for the API and the MCP tools.

Questions

Can my team ask people outside Slack?

Yes. Type /taskriz ask, and add their email or mobile number. They get the request by email or text message and answer in their browser or the Taskriz app; the answer comes back to you in Slack.

Does everyone in our Slack need a Taskriz account?

No. Only the business has a Taskriz account, made for whoever adds Taskriz to Slack. Everyone else answers and starts requests in Slack, as themselves.

Why can’t some requests be answered in Slack?

Slack messages are made of a fixed set of simple parts. Some things a Taskriz request can hold, such as a slider, a video or a password field, have no Slack part. Rather than send half a form, Taskriz shows that request’s title with an Open in Taskriz button, and you answer it in Taskriz with one tap.

Are requests in Slack end-to-end encrypted?

No. In the Taskriz app, only you and the Agent can read a request. In Slack, a request is a Slack message, which Slack stores and shows like any other. Answer sensitive requests in the Taskriz app.

Can I send files in a Slack answer?

Yes. A request that asks for photos or files has a Choose button that opens Slack’s file chooser: up to 10 files, each up to 100 MB. A copy also stays in your own Slack files.