Archives: Helps

Task Management

Break down work. Assign ownership. Track progress. Deliver faster.

Tasks are the foundation of every project in Orangescrum Cloud.

They represent the actionable steps your team needs to complete in order to reach project goals.

The Task Management module helps teams:

  • Create and assign tasks effortlessly
  • Track real-time progress
  • Manage priorities and dependencies
  • Collaborate and share updates in one centralized workspace

Whether you manage agile sprints, client deliverables, or internal initiatives — Orangescrum gives you the clarity and control to execute with precision.

Every successful project starts with well-organized tasks.

Key Capabilities

  • Create and Assign Tasks: Add new tasks quickly, assign them to responsible members, and include start and due dates.
  • Define Priorities: Label tasks as High, Medium, or Low to ensure critical work gets attention first.
  • Set Dependencies: Link related tasks so that one cannot start until another is completed — ideal for sequential workflows.
  • Track Progress in Real-Time: Monitor task status with color-coded indicators such as New, In Progress, On Hold, or Completed.
  • Collaborate with Context: Add comments, @mentions, attachments, and checklists to keep everyone aligned and informed.
  • Visualize Work: Switch between List, Kanban, Calendar, or Gantt views to see your work the way that fits best.
  • Automate and Integrate: Use workflow automation and integrations (like Slack, Zapier, or OneDrive) to simplify task updates and notifications.

How to Create a Task

  • Go to Projects → Select a Project.
  • Click + Add Task or use the quick-add option on the top bar.

  • Fill in task details:
    • Task Title (required)
    • Description / Notes (optional)
    • Assignee (who will do the task)
    • Start & Due Dates
    • Priority (High / Medium / Low)
    • Task Type (Bug, Enhancement, Task, etc.)
    • Status (New, In Progress, Completed)
  • Attach files or link resources (e.g., OneDrive or GitHub).
  • Click Save — your task is added to the selected project.

Pro Tip: Use the “Add Another Task” toggle to quickly add multiple tasks in succession.

Task Views in Orangescrum

You can visualize and manage tasks through multiple, flexible views:

View Type Description
List View Displays all tasks in a simple, sortable table with details like assignee, due date, and status.
Kanban View Visual board with drag-and-drop cards, ideal for agile or sprint-based workflows.
Calendar View Displays tasks by due dates — great for deadline-driven teams.
Gantt Chart View Timeline visualization to see dependencies, progress, and task durations.
Task Group View Organize tasks under logical groupings or milestones.

Switch between views anytime from the top-right of your project workspace.

Understanding Task Fields

Field Purpose
Task Title The name of the work item.
Project Indicates which project the task belongs to.
Assignee The person responsible for completing the task.
Start & Due Dates Helps define the task duration and scheduling.
Priority Flags urgency for team visibility.
Status Tracks current progress stage (New → In Progress → Completed).
Task Type Categorizes the work (e.g., Feature, Bug, Improvement).
Description Details, notes, or context related to the task.
Attachments Files, screenshots, or supporting documents.
Comments Discussion space for updates and clarifications.

Managing and Tracking Tasks

  • Update task status as work progresses.
  • Use filters to view tasks by priority, due date, or assignee.
  • Apply bulk actions to update multiple tasks simultaneously.
  • Add time logs for effort tracking.
  • Review task progress through Project Dashboards and Reports.

Every change made is tracked under the task’s activity log for complete transparency.

Task Collaboration

Collaboration in Orangescrum happens where work happens — inside each task.

You can:

  • @mention teammates to draw attention to a comment or update.
  • Attach documents, screenshots, or spreadsheets.
  • Convert comments into subtasks if needed.
  • Receive real-time notifications for updates, mentions, or due date reminders.

The comment thread keeps the full conversation around a task visible to everyone involved.

Subtasks & Checklists

Break large tasks into smaller actionable steps:

  • Use Subtasks for multi-stage deliverables.
  • Use Checklists for simple, itemized steps.
  • Mark items complete as progress is made — your completion percentage updates automatically.

Subtasks improve accountability and make tracking more granular.

Task Dependencies

Some tasks can’t start until others are finished — and Orangescrum helps manage that easily.

  1. Open the task.
  2. Go to the Dependencies section.
  3. Choose the “Predecessor” task (one that must finish first).
  4. Save changes.

Now, team members will see dependency warnings and accurate scheduling on Gantt charts.

Dependencies ensure proper sequencing and prevent scheduling conflicts.

Task Filters and Sorting

Use advanced filters to find what matters most:

  • Filter by Status, Priority, Assignee, Start Date, End Date, or Category.
  • Sort columns in ascending or descending order for quick insights.
  • Save filters as views for easy reuse.

For example, filter by “High Priority + Due This Week” to focus on urgent items.

Task Notifications

Stay informed through multiple channels:

  • Email Notifications: Get alerts when tasks are created, updated, or assigned.
  • In-App Notifications: See updates and mentions in real time.
  • Slack Integration: Receive task updates directly in your team channels.

Notification preferences can be customized under “Profile Settings → Notifications.”

Time Tracking on Tasks

Accurately track how much time your team spends on each task.

  • Log time manually or start a live timer.
  • Categorize time as billable or non-billable.
  • View total hours in the Timesheet section or reports.

Integrated time tracking helps with resource billing and performance evaluation.

Task Reports

Generate reports to monitor productivity and deadlines:

Report Type Description
Task Summary Report Shows open, closed, and overdue tasks by project or user.
Task Status Report Tracks how work is progressing across stages.
Overdue Task Report Lists all delayed or pending tasks.
User Task Report Displays each user’s workload and completion rate.

Reports are downloadable in CSV or PDF formats for management reviews.

Troubleshooting

If tasks don’t appear or updates aren’t saving:

  • Refresh your browser or clear cache.
  • Verify that you have permission to view or edit tasks in the project.
  • Check your internet connection and plan limits.
  • If using integrations (Slack, Zapier), reauthorize the connection.

For technical help, contact Orangescrum Support through the Help Center.

Summary

Feature Description
Create Tasks Define and assign actionable work items.
Multiple Views Switch between List, Kanban, Calendar, or Gantt.
Task Collaboration Share files, comments, and updates.
Dependencies & Checklists Break work into sequences and steps.
Time Tracking & Reports Measure performance and output.

With Orangescrum’s Task Management, your team gets clarity, accountability, and control — from planning to delivery.

Project Management

Plan smarter, collaborate faster, and deliver projects on time — every time.

Orangescrum Cloud is an all-in-one project management and collaboration platform designed to help teams plan, track, and deliver projects seamlessly — from concept to completion.

Whether you’re managing client projects, internal initiatives, or agile sprints, Orangescrum gives you the visibility, control, and tools you need to stay on track and hit every milestone.

From task creation to time tracking and reporting — manage your entire project lifecycle in one place.

Key Features of Orangescrum Project Management

Project Dashboard: Get a bird’s-eye view of all your projects, with instant access to progress summaries, active tasks, resources, and deadlines.

Task Management: Create, assign, and prioritize tasks. Break complex work into subtasks and use Kanban or List views to track progress easily.

Gantt Charts: Visualize your project timelines and dependencies. Reschedule tasks with drag-and-drop simplicity and keep delivery dates realistic.

Time Tracking: Log hours manually or with timers to monitor resource productivity and project billing accuracy.

Resource Management: Track workloads, balance team availability, and ensure no resource is over or underutilized.

Collaboration Tools: Communicate in real time through comments, file attachments, mentions, and activity feeds — all within the project workspace.

Agile Board: For teams running sprints — plan, execute, and review with agile boards, burndown charts, and velocity tracking.

Reports & Analytics: Generate insightful reports on project progress, productivity, and cost — helping you make data-driven decisions.

How to Create a Project in Orangescrum Cloud

  • Navigate to Projects → Create New Projects.

  • Enter essential details:
    • Project Name
    • Start & End Dates
    • Client/Owner
    • Team Members
    • Billing Type (if applicable)
  • Add a Project Description and attach related files or notes.
  • Click Save — your project workspace is now active!
  • Start adding tasks, milestones, or discussions immediately.

You can create unlimited projects and organize them by department, client, or program.

Understanding the Project Dashboard

The Project Dashboard is your command center — displaying all active and archived projects in one place.

Section Description
Project Cards Display key details such as title, owner, due date, and status.
Progress Bar Shows completion percentage based on closed vs. open tasks.
Filters Sort projects by owner, status, client, or due date.
Quick Actions Edit, duplicate, or archive projects directly from the dashboard.

Use search and filters to locate specific projects in seconds.

Managing Tasks Inside a Project

Within each project, tasks form the foundation of execution.

You can:

  • Add tasks with due dates and priority levels.
  • Assign tasks to team members.
  • Use task groups or milestones for structured breakdowns.
  • Switch between List, Kanban, Calendar, or Gantt views for flexibility.
  • Track updates through activity streams and comments.

Every task can include attachments, checklists, and dependencies to ensure nothing falls through the cracks.

Collaborating with Your Team

Collaboration in Orangescrum happens naturally within the project space.

  • Mention teammates using @username to alert them instantly.
  • Attach documents, spreadsheets, or designs directly from OneDrive, Google Drive, or local files.
  • Track all updates via real-time notifications.
  • Use the Discussion Tab for project-wide communication threads.

Keep all project-related communication organized — no more scattered chats or lost emails.

Monitoring Progress and Performance

Use the built-in analytics to ensure your project stays aligned with timelines and goals.

  • Project Summary Report: Task distribution, completion rate, and time utilization.
  • Task Status Report: Overview of pending, ongoing, and completed tasks.
  • User Productivity Report: Measure resource contributions and logged hours.
  • Timesheet Reports: Evaluate billable vs. non-billable time.

Orangescrum’s live dashboards help managers identify bottlenecks and reallocate resources instantly.

Roles & Permissions

Assign roles to maintain control over data and actions:

Role Access Level
Admin Full access to all projects, settings, and reports.
Project Owner Manages specific projects, tasks, and team assignments.
User Can view and manage assigned tasks.
Client / Guest Limited visibility — ideal for status tracking and feedback.

Custom role configurations are also supported in enterprise plans.

Integrations for Enhanced Project Management

Orangescrum Cloud integrates with your favorite tools to simplify project tracking and collaboration:

  • Slack: Real-time project updates.
  • OneDrive / Google Drive: File sharing.
  • Zapier: Workflow automation.
  • GitHub: Development updates.
  • Google Calendar: Sync deadlines and events.

Integrations help your teams stay connected and reduce manual updates.

Summary

Function Description
Project Dashboard View and manage all projects at a glance.
Task & Time Tracking Assign work, log hours, and monitor progress.
Reports Generate data-driven insights.
Collaboration Keep communication and files in one place.
Integrations Connect Orangescrum with Slack, Zapier, OneDrive, and more.

With Orangescrum Cloud, project management becomes simple, visual, and productive — empowering your team to deliver faster and smarter.

Import & Export

Moving project data from one tool to another can feel like a nightmare. Hours of manual entry, mismatched columns, broken timelines… It’s not fun.

This is where Orangescrum Imports makes things easy!

With Imports, you can bring everything over — Milestones, Sprints, Epics, Features, Stories, Tasks, Subtasks, Estimations, Due Dates, Timelogs, Project Plans, Templates, Budgets, Test Cases, and more — without typing it all in again. Just upload a file, and Orangescrum does the heavy lifting for you.

Sounds good? Let’s walk through it.

Why Use Orangescrum Imports?

Think about it:

  • You don’t need manual typing, which saves hours of boring data entry.
  • Onboarding is easy, so you can get started quickly with ready projects.
  • Bulk upload lets you move thousands of tasks in just minutes.
  • The process ensures accuracy by reducing human errors with a clean, pre-formatted template.
  • Your project data stays consistent and neatly aligned with Orangescrum’s structure.
  • You get flexibility to migrate from spreadsheets, tools, or even databases.
  • The system scales with you, whether you’re importing one project or an entire portfolio.
  • Data consistency is maintained, keeping all your historical records intact.
  • You save costs by reducing manual effort, errors, and rework.
  • Time-saving imports let you focus on execution instead of setup.
  • The process is future-proof since you can re-use templates whenever you want.

Whether you’re switching from another project management tool, moving away from messy spreadsheets, or setting up a brand-new workspace, Imports makes the process smooth.

What can you import to Orangescrum?

  1. Tasks
  2. Timelogs
  3. Customers
  4. Epics
  5. Test cases
  6. Task templates

Import Tasks

  • Login to your Orangescrum account.
  • From the left-side menu, scroll to the bottom and click Settings.
  • Select Project Settings.

Import tasks in Orangescrum

  •  Click on Import & Export.

Click on Import and Export

🔎 This is where you can both download the import template and upload your project data later.

  • Click Download the sample file.

Click download the sample file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).

Complete the sample file with your project information. The file includes the following columns:

  • Project
  • Sprint
  • Task#
  • Parent
  • Title
  • Description
  • Start Date
  • Due Date
  • Status
  • Type
  • Assigned To
  • Priority
  • Created By
  • Estimated Hours
  • Label
  • Start Time
  • End Time
  • Break Time
  • Is Billable
  • Project Start Date
  • Project End Date

Sample file

Make sure your data matches the format provided in the sample file to avoid errors during import.


💡 Tip: Always start with this template to avoid formatting errors during the import process.

  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Import file

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize.

view imported data

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import Timelogs

  • Login to your Orangescrum account.
  • From the left-side menu, scroll to the bottom and click Settings.
  • Select Project Settings.

Access project settings

  • Click on Import & Export.

Click on import and export

  • Click on the tab Import Time Log

Import timelog

  • Click Download the sample file.

 

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.

Make sure your data matches the format provided in the sample file to avoid errors during import.

💡 Tip: Always start with this template to avoid formatting errors during the import process.

  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Upload timelog

 

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize.

Confirm Import

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import Customers

  • Login to your Orangescrum account.
  • From the left-side menu, scroll to the bottom and click Settings.
  • Select Project Settings.

Import customers

  • Click on Import & Export.

Import and Export customers

  • Click on the tab Import Customers

Import customers

  • Click Download the sample file.

Download the CSV file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.

Upload customers

Make sure your data matches the format provided in the sample file to avoid errors during import.

💡 Tip: Always start with this template to avoid formatting errors during the import process.

  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Upload document

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize.

Review imports

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import EPICs

  • Login to your Orangescrum account.
  • From the left-side menu, scroll to the bottom and click Settings.
  • Select Project Settings.

Access EPIC settings

  • Click on Import & Export.

Import & Export file

  • Click on the tab Import Epics

Import EPICs

  • Click Download the sample file.

Download sample file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.

Sample file

  • Make sure your data matches the format provided in the sample file to avoid errors during import.

💡 Tip: Always start with this template to avoid formatting errors during the import process.

  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Import and export documents

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize.

Map imports

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import Test Cases

  • Login to your Orangescrum account.
  • From the left-side menu, and navigate to Test Management.

Import test cases

  • From the dropdown click on Import Test Cases.
  • Next click on Download the sample file.

Download sample test case file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.

Test case management

  • Make sure your data matches the format provided in the sample file to avoid errors during import.
  • Return to the Import & Export page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Orangescrum test case sample file

📂 Orangescrum will now validate your file to ensure the data is properly structured.

  • Review the preview of your uploaded data.
  • If everything looks correct, click Import to finalize

Confirm and import

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Import Project Templates?

  • Login to your Orangescrum account.
  • From the left-side menu, and navigate to Projects.
  • From the top tabs click on Project Template.

Project template

  • Navigate to ‘+Template’ on the top right.
  • Give a ‘Project Template’ name and a ‘Description’ → Click on Save & Continue

Add templates

  • On the top right corner click on Import Task

Project template save and continue

  • Next click on Download the sample file.

Download the sample file

  • Open the file in your spreadsheet application (e.g., Excel, Google Sheets).
  • Complete the sample file with your project information. It includes fields such as project name, task number, assigned to, description, date, hours etc.
  • Make sure your data matches the format provided in the sample file to avoid errors during import.

Upload project document

  • Return to the New Template page.
  • Click the Upload icon, then select your completed file.
  • Click Continue.

Upload document

  • In the next page click on Save

📂 Orangescrum will now validate your file to ensure the data is properly structured.

Other Ways to Import Data

Sometimes a file upload isn’t enough. That’s why Orangescrum also supports:

  • API Import → Connect external tools directly. Perfect for automation.
  • Database-to-Database Import → If you’re migrating from a legacy system, we can help map and transfer your data directly between databases.
  • Third-Party Integrations → Use Zapier or other connectors to automatically sync data.
  • Custom Migration Services → Our team can help if your setup is complex.

No matter how your data is structured, we’ve got a way to bring it in.

FAQs about Orangescrum Import

Q1. What type of data can I import into Orangescrum?

You can import milestones, sprints, epics, stories, tasks, subtasks, timelogs,  budgets, project plans, templates, and even test cases.

Q2. Do I always need to use the sample file?

Yes. The sample file ensures your data follows Orangescrum’s format, preventing errors during import.

Q3. Can I import directly from Excel or Google Sheets?

Yes. Just fill the sample file using Excel or Google Sheets, save it, and upload.

Q4. Is there a data limit for import?

You can import large volumes of tasks and projects. For enterprise-scale imports, we recommend API or DB-to-DB migration.

Q5. Can I undo an import if I make a mistake?

Yes. You can delete imported projects or tasks and re-upload them correctly.

Q6. How do I import from another project management tool?

Export data from your old tool into CSV/Excel → Match it with Orangescrum’s sample file → Upload. For complex systems, use API or database migration.

Q7. Can I automate imports?

Yes. Using Orangescrum’s API or integrations like Zapier, you can automate imports and sync data regularly.

Q8. Will my task hierarchy (parent/child) be maintained?

Yes. The “Parent” column in the template ensures subtasks are linked correctly.

Q9. What happens if my file has errors?

Orangescrum will validate your file and point out issues before import, so you can fix them.

Q10. Can Orangescrum help with custom migrations?

Absolutely. If you’re moving from a legacy system or have unique requirements, our team can help with DB-to-DB imports or custom scripts.

OneDrive Integration

The OneDrive Integration in Orangescrum Cloud allows teams to securely connect their Microsoft OneDrive account and manage project files directly within Orangescrum.

It enhances document collaboration, improves accessibility, and keeps your team’s resources organized in one central place — helping you move projects forward efficiently.

Connect Orangescrum with OneDrive to create, store, and share project files without switching between platforms.

Key Benefits

✅ Centralized File Management: Access all project-related files in one place — no more searching across folders or emails.
✅ Real-Time Collaboration: Share files and collaborate instantly with your team through OneDrive.
✅ Secure Cloud Storage: All documents remain protected under Microsoft’s enterprise-grade cloud security.
✅ Improved Productivity: Streamline workflows by linking files directly to projects, tasks, and discussions in Orangescrum.
✅ Automatic Sync: Any updates made in OneDrive reflect instantly within your Orangescrum workspace.

How to Connect OneDrive to Orangescrum

  1. Go to Settings → Integrations → OneDrive.
  2. Click the Connect Orangescrum + OneDrive button.
  3. Sign in with your Microsoft Account (personal, business, or enterprise).
  4. Grant Orangescrum the necessary permissions to access your OneDrive files.
  5. Once connected, you can attach, upload, or view files from OneDrive directly within tasks or projects.

How to connect onedrive to Orangescrum

After successful connection, your workspace will be linked with your OneDrive account for all future file operations.

What You Can Do with the Integration

Action Description
Attach Files Link files from OneDrive to Orangescrum tasks, projects, or discussions.
Upload Documents Upload project files directly into your OneDrive account through Orangescrum.
View Files Access and preview documents instantly from within the platform.
Collaborate in Real Time Edit shared files in OneDrive, and change sync automatically for all users.
Organize Resources Maintain version control and track updates easily.

Example Use Case

You’re managing a construction project in Orangescrum.

Instead of emailing blueprints or schedules, simply upload them to OneDrive and attach them to your Orangescrum project.

Your team can open, edit, and review files directly — ensuring everyone has the latest version without confusion or duplication.

Managing the Integration

  • Disconnect OneDrive: You can unlink the integration anytime to stop file synchronization.
  • Switch Account: Reconnect using a different Microsoft account if your organization structure changes.
  • Check Permissions: Ensure you’re logged into the correct Microsoft account with access rights to shared folders.

Security & Compliance

Orangescrum follows Microsoft’s secure OAuth protocol for authentication. Your files remain within OneDrive — Orangescrum only accesses them through authorized APIs. No documents are stored directly in Orangescrum servers.

Troubleshooting

If your OneDrive connection fails or files don’t appear:

  • Confirm your Microsoft credentials are valid.
  • Ensure you’ve granted Orangescrum access permissions.
  • Try logging out and reconnecting the account.
  • Check if OneDrive’s sharing settings restrict external app access.

For persistent issues, contact Orangescrum Support for assistance.

With OneDrive Integration, Orangescrum becomes your unified workspace — bringing together project management, file sharing, and collaboration under one secure roof.

Zapier Connect

The Zapier Connect Integration in Orangescrum Cloud lets you automate repetitive tasks by connecting Orangescrum with your favorite tools like Gmail, Google Sheets, Slack, Trello, HubSpot, Asana, or Microsoft Teams — all without writing a single line of code.

Using triggers and actions, Zapier helps you streamline workflows.

For example:

  • When a new task is created in Orangescrum, it can automatically be added to Google Sheets.
  • When a project is created, a notification can be sent to Slack.
  • When a new user joins your Orangescrum workspace, they can be automatically added to your CRM or HR app.

Think of Zapier as your personal automation assistant — linking Orangescrum to the rest of your business ecosystem.

Key Benefits

✅ Save Time: Automate routine updates like task creation, project assignments, and user onboarding.
✅ Boost Accuracy: Reduce manual entry errors by syncing data automatically between platforms.
✅ Connect Everything: Integrate with 5,000+ tools, including CRM, HR, finance, and communication apps.
✅ Focus on Work: Let Zapier handle admin updates so your team can focus on what matters most.

How to Set Up Zapier Connect

  1. Go to Settings → Integrations → Zapier Connect.
  2. Click Generate to create your unique API Key.
  3. Copy the key and paste it into your Zapier Orangescrum integration setup when prompted.
  4. Click Connect — your Orangescrum workspace will now be authorized to work with Zapier.
  5. Create your first “Zap” by choosing a Trigger (from Orangescrum) and an Action (in another app).

How to setup Zapier connect

Example: “When a new task is created in Orangescrum (Trigger), add a row to Google Sheets (Action).”

Common Use Cases

Here are some popular workflow automations (Zaps) you can create:

Automation Trigger Action
Track tasks in Google Sheets New task in Orangescrum Create row in Google Sheets
Notify team on Slack New project in Orangescrum Send Slack message
Add contacts to CRM New user in Orangescrum Add contact in HubSpot / Salesforce
Create Trello cards automatically Task created Add card in Trello
Save reports automatically New timesheet entry Add record in Google Drive / Airtable

With Zapier Connect, Orangescrum becomes the central hub of your workflow — seamlessly linking project management with every tool your business runs on.

Slack Connect Integration

The Slack Connect Integration in Orangescrum Cloud bridges your workspace with your Slack channels.

Once connected, it automatically sends real-time project, task, and comment updates from Orangescrum to your preferred Slack channel — keeping your team informed without switching tools.

This integration helps you manage projects faster by turning Slack into your instant project notification center.

Key Benefits

✅ Instant Notifications: Receive real-time alerts for new tasks, comments, and status changes.
✅ Better Collaboration: Keep your team informed without logging into Orangescrum every time.
✅ Increased Productivity: Reduce missed updates and ensure faster decision-making.
✅ Seamless Communication: Align remote and distributed teams with one synchronized flow of information.

How to Set Up Slack Integration

  1. Go to Settings → Integrations → Slack Connect.
  2. Enter your Slack Client ID and Slack Client Secret (as shown on your Slack app credentials page).
  3. Click Connect to authorize Orangescrum to post updates to your Slack workspace.
  4. Once connected, you’ll see the status (Connected) along with your Slack credentials.
  5. Click Update anytime to modify the connection or change the Slack workspace.

How to set-up slack integration

The integration will remain active until manually disconnected or revoked from your Slack account settings.

What You Can Do After Connecting

Once Slack is connected, you can:

  • Get task creation and assignment notifications directly in your chosen Slack channel.
  • Receive comment mentions, status changes, and due date reminders automatically.
  • Share project progress and milestones with your team in real-time.
  • Reply to team discussions instantly without leaving Slack.

Example Use Case

When a task is created in Orangescrum, a message like this appears in Slack:

New Task Added: “Update Construction Plan v2” by John Doe — Due: Friday.

This keeps your entire team aligned, especially in fast-paced project environments.

Managing Your Slack Connection

Action Description
Update Modify or refresh your Slack credentials.
Disconnect Remove Slack integration and stop all notifications.
Reconnect Reauthorize Slack if your session expires or credentials change.

To keep the connection active, ensure your Slack app authorization remains valid.

Best Practices

  • Use dedicated channels (e.g., #project-updates or #bug-tracking) for structured communication.
  • Combine Slack alerts with email notifications for complete visibility.
  • Assign a project owner to manage notification preferences.

Summary

Feature Description
Slack Alerts Get instant task and project notifications in Slack.
Channel Customization Choose where notifications appear.
Real-Time Updates Stay informed without opening Orangescrum.
Easy Management Edit or remove integration anytime.

With Slack Connect, Orangescrum brings real-time collaboration directly to your team’s daily communication hub — ensuring everyone stays aligned, informed, and productive.