Simplify Task Tracking with Knack Flows & Slack Integration

Are you tired of people missing updates in your project management system? Do the built-in workflows fail to properly notify team members when tasks are assigned or completed? If so, we’ve created a powerful solution using Knack Flows that not only sends notifications inside of Knack but also sends real-time alerts in Slack—where your team already works.

Setting Up Knack Flows for Task Notifications

In this tutorial, I’ll show you how to use Knack Flows to notify team members when tasks are assigned to them or marked complete—and send those notifications directly to Slack. The system I’m working with includes clients, contacts, projects, milestones, tasks, and most importantly, employees with Slack IDs stored in the employee table.

Creating Task Notifications in Slack

Let’s say you’re a project manager assigning a task. When you add a new task record, Knack Flows triggers a Slack message. To set this up:

• Trigger: New record in “Tasks” table
• Action 1: Find the employee record using the connected employee ID
• Action 2: Send a private message via Slack using the employee’s Slack ID

The Slack message might say:

“Hey [Employee Name], you’ve been assigned a new task — [Task Name]. Please get started ASAP. Here are the instructions: [Instructions Field].”

This saves you from manually messaging your team every time you assign something.

Demonstrating Task Assignment Notifications

Now let’s see it in action. I add a new task:
Task Name: Create New Brand Kit
Instructions: Please make sure you create this ASAP.
Assigned To: Dimitri

The Knack Flow runs, retrieves Dimitri’s Slack ID, and sends a message via the Knack Slack bot. Inside Slack, I get this:

“Hey Dimitri, you’ve been assigned a new task: Create New Brand Kit. Please make sure to get on it ASAP to keep workflows moving quickly.”

This is seamless, and you can do it both in the backend and in the live app.

Completing Tasks and Sending Channel Notifications

When a task is marked complete, you can also send a notification to a Slack channel instead of a private message. To do this:

• Trigger: Record updated in “Tasks”
• Filter: Status = “Completed”
• Action 1: Find the employee using their ID
• Action 2: Send message to Slack channel (e.g., #tasks-completed-services)

The message might say:

“Hey team, the task [Task Name] has been completed by [Employee]. Thanks for all your hard work.”

This keeps everyone informed without needing to check Knack manually.

Exploring Additional Notification Options

Knack Flows makes it easy to add conditions like:

• Only send Slack messages if the status equals “Completed”
• Only notify if due date is within 24 hours
• Use @mentions in Slack messages with dynamic user lookup

You can customize messages for tone, urgency, or context. Whether you want Slack messages for task creation, completion, overdue updates, or reminders—Knack Flows can handle it.

Recommendations

This setup is one of my favorite project management automations inside of Knack Flows. It’s fast, accurate, and removes the need for manual communication—letting your team stay productive.

If this video inspired you to streamline your task notifications, give Knack a try today. Thanks for watching, and we’ll see you in the next one!