Kyber Guide

About this guide

Some terminology and conventions will be used in this guide:

 Description
/shortcut  A keyword launching a Kyber app
[Button]  A button with single action to be executed upon click
[Menu ▾]  A menu disclosing multiple options to be selected upon click
@user  A mention of a Slack user
Conversation  A generic term to indicate either a Slack #channel, group, or direct message (DM)
list  A list of action items created with Kyber

Quickstart

Kyber is an all-in-one suite of apps to make your team more productive inside Slack.

One installation, multiple apps

By simply installing Kyber in your Slack workspace and without provisioning individual accounts, each teammate has immediately access to:

  • Tasks and project management
  • Polls
  • Reminders
  • Meetings
  • Message scheduling
  • Personal productivity

All inside Slack.

Create action items

With Kyber you can create a variety of action items (tasks, polls, reminders, messages, etc) for each conversation t

send and assign tasks to teammates, make faster decisions with polls, remind people at a specified time, compose and schedule team announcements, send meeting invites, get notified when tasks get done, review poll results, alert about upcoming meeting and much more.

The action items created with Kyber in each #channel, group or direct message are then organized in lists that keep everyone organized and in the loop:

Kyber timelist

There are several ways to add items to each list and view them. Let’s explore them quickly to get you started.

Use launchpad

The simplest way to start adding action items to a list is to type /kyber in a conversation to display Kyber launchpad:

Kyber Launchpad

From there, click

  • [New Task] to create a task
  • [New Poll] to start a poll
  • [New Announcement] to compose and schedule an announcement
  • [New Meeting] to organize a meeting

An easy to use form like this will be displayed:

Task form

Once items are created, click [Show List] from the launchpad to view the list for that specific conversation.

Use shortcuts

Once you get familiar with Kyber, you can also trigger each item creation form directly with Kyber shortcuts:

/task to create a task

/poll to start a poll

/announcement to compose and schedule an announcement

/meeting to organize a meeting

Then type

/list to view and manage each list

Use actions

If you want to turn a message already sent on Slack into a team or personal task, create a poll to make a decision around it or schedule a meeting to further discuss the issue, you can use Kyber Actions:

  1. Hover over the message
  2. Click [] (More actions) on the right, in red in the image below
  3. Pick one action

Kyber Actions

Take a look at this video to get started with Kyber!

Track Tasks and Projects

Slack is the place where tasks and projects are continuously discussed and decisions are made.

In fact, a simple message like “hey @mike, can you send the slides by tomorrow at 3 PM?” is actually a task that is assigned to @mike and it’s due by tomorrow at 3 PM.

Dedicated Slack #channels are typically created to discuss specific project (e.g. #website-redesign, #release-sierra) or client and customer engagements (#smith, #walmart). The outcome of those conversations are tasks part of a larger plan that requires team collaboration and coordination.

But remembering all those tasks sent as messages is a challenge; switching to external project management tool to track those decisions is time consuming and makes you lose the entire context of those conversations.
Ultimately things are forgotten and don’t get done.

Kyber can solve these problems by letting your team create a shared list of tasks per each Slack #channel. You can turn an existing message into a task, create and assign a new task, automatically notify assignees about due dates, follow up on task status, get notified when a task is completed, review and manage each project list like you would do in a project management tool, now all inside Slack.

Create a new task

Kyber offers several ways to create a task, depending on your preference and use case:

  1. Via launchpad
    Type /kyber and click [New Task]Kyber Launchpad
  2. Via shortcut
    Type directly /task
  3. Via message actions
    Use “Create a task” or “Create a personal task” message actions to turn existing messages already sent on Slack into tasksKyber Actions

 

With any of the above methods, a form is presented to let you enter key task details:

Task form

The task is then added to a list shared with the people participating in the conversation, like it would happen with a regular message:

  • In a #channel, the task is shared with everyone in that #channel
  • In a direct message, the task is kept private between you and the other person
  • In Kyber bot, the task is created as personal, visible only to you

After you created the task, you might want edit the task right away, in case you forgot to assign it or want to add a file to it.

Task created

The convenient [Edit Task] shown at task creation allows you to display various actions such as:

  • [✏️] to edit the task name
  • [👤] to assign, re-assign or assign to multiple teammates the task
  • [📎] to attach a file to the task
  • [🗑] to delete the task

See Show lists to learn how to display the same task actions at any time with /list and manage each action item.

Set a reminder, deadline or shift

By default, a new task without a day or time (e.g. “Send slides for review”) is added to your list for today.

When you add a time and/or a date, a reminder, a deadline or a shift is created be based on how you phrased it:

  • Reminders
    • at 8 AM
  • Deadlines
    • by Wednesday at 3 PM
  • Shifts
    • from 11 to 12 PM

Kyber sophisticated date and time picker is smart enough to offer suggestions based on what you started writing and deliver the right experience for you.

Task creation - Schedule

In all cases, a timely alert is sent to the recipient to remind them about the task. With reminders and shifts, the task is showed only in the list of the specified day, while for deadlines the task is shown every day in the daily list until the deadline arrives to make sure you start working on it.

Nothing will be forgotten, things will get done.

How to write time and date

Kyber understands a variety of time and date formats, so just naturally write something like:

  • 10 AM, 10AM or 5pm
  • 10:30 AM or 1030AM
  • Mon or Monday
  • 15th of June or June 15
  • Mon at 10:30

Then, also use natural language to distinguish between reminders, deadlines/due dates and shits.

Reminders

  • On June 15th
  • At 3 PM
  • On Monday at 3:30 PM
  • Tomorrow at 5 PM

Deadlines/Due dates

  • By Monday
  • Before 5 PM
  • By Monday at noon

Shifts

  • From 3 to 4 PM
  • 11 until 12PM
  • Monday, 10 11am

When using the creation form, few smart suggestions are offered to simplify your data entry.

“Someday” unscheduled tasks

Sometimes you don’t know when you are going to work on a task, but you still want to track it. In that case, you can use the “someday” keyword to add the task to the Someday list. The task is recorded and ready to be scheduled with [Plan] when you will have some time to do it.

The Someday list is also useful when you have too many tasks in your daily list and want to snooze some for later with [Plan]. Keeping your daily list short is key to maintain focus and boost productivity.

Make tasks repeat

Some tasks need to be done regularly, every day, every week, every month. Instead of manually create each one of them, you can describe with your words the type of recurrence and Kyber will diligently setup a series of tasks that repeats.

Here are some ways to describe the recurrence:

  • Every workday (Monday to Friday)
  • Every day (Monday to Sunday)
  • Every Friday at 5 PM
  • Every 1st of the month
  • Daily at 3:30 PM
  • Each Monday at 9 AM
  • Every other Tuesday at 10:30 AM
  • Monthly on the 15th
  • Every month on the 1st

and many more. As usual, just write a natural sentence and Kyber will understand you.

Recurring tasks can be assigned to one or more teammates, allowing for many use cases within your team:

  • /task @channel, send your weekly report every Friday at 5 PM
  • /task @mike, @katie, please review weekly newsletter every Monday at 4pm
  • /task pay bills every 1st of the month at 10 AM
  • /task post on social media every day at 9am
  • /task exercise every other day at 6 PM
  • /task process payroll every other Friday at 3 PM

Recurring tasks are great to build team culture, apply best practices and instill good habits.

Assign a task

To one teammate

To assign the task at creation, simply select a teammate from the Assignee drop down menu.

Task creation - Assign

Let’s say you want to assign the task to Mike: click [Pick a teammate… ▾], select Mike directly or type some letters (e.g. “mik”) to quickly find it.

If you want to assign the task later, type /list to see the entire task list along with action buttons. Then click [👤] to display your teammates.

Once assigned to Mike, the task is also added to:

  • Mike’s Personal list
  • your own Sent by you list to track it until completion.

When Mike completes the task, a notification is sent in the #channel to inform everyone of the progress.

To multiple teammates

You might want to assign a task to more than teammate or to all the members of the conversation.

Once a task is assigned to multiple teammates, each teammate has to mark it done before it is fully completed and removed from the shared list. After a user complete their task, their status is updated to ✓ to keep the rest of the team informed on their progress.

If you don’t need to wait for everyone to complete their instance of the task, you can click on [✓ (for all)].

Note: Due to a current Slack limitation, it’s not possible to select multiple users from the Assignee drop down menu. Here is a temporary workaround.

Using buttons

As for single assignee, you can assign the task to multiple users either

  • at creation, by clicking [Edit Task] and then [👤] or
  • at any time, by typing /list and then clicking [👤] for the specific task

On the displayed drop down menu, click [Pick a teammate… ▾] and start adding assignees. Each time, you will be asked if you want to re-assign the task or add an assignee: click [Add].

To assign the task to each member of the #channel, including yourself, directly click [@channel].

Using command line

To assign a task to multiple teammates, simply list them in the message that starts with /task:

/task @mike, @katie, @tom review press release

You can also send a task to an entire channel:

/task @channel send weekly report by Friday at 5 PM

When @channel is used, the task is assigned to everyone in that channel, including yourself.

To remove a teammate you already assigned the task to, select it again.

Add a file to a task

Files in the cloud (Google Drive, Microsoft OneDrive, Dropbox, Box, etc.)

To add a file from a cloud storage service to a task, simply add the link to the task name. For example, if you need your team to review a document, type:

/task @mike, @katie please review https://docs.google.com/document/d/1UH0zPq2#pnGxgbPG1rapd8hfXqdWR-6-MVn8bssP_bM/ by tomorrow at 3 PM

The task created will have the file accessible through a shortened link:

Add files from Google Drive, Microsoft OneDrive, Dropbox, Box

For detailed information on how to get a sharable link from your cloud storage service check the following documentation:

Files on Slack

If you want to add a file already shared on Slack, use the [📎] button.

The first time you will be prompted to grant a permission to access your files on Slack. After you have granted it, click again [📎] and select one of the files already uploaded on Slack in the current #channel. The file is now added to your task under the More Info link.

Files from your computer

To add a file to a task from your computer, upload it first to Slack (see instructions) and then use the [📎] button as described in Files on Slack.

Turn off file previews on Slack if you don’t want to clutter your channels.

New Slack Document or Snippet

To create and add a new file to a task, use the [📎] button and select either New Document… or New Snippet… from the menu.

You can use rich formatting, collaborate, or share code with native Slack files.

Add a checklist

To specify sub-tasks or steps for a bigger task, you can create a checklist. Click on [📎], select New Document… and start editing the newly created post. Use the checklist format to add a new item (or the [ ] shortcut):

To-do checklist for SlackEach item can be independently completed to share the progress on the task.

Comment on tasks

To comment on tasks click the 💬 at the end of the task name: a thread associated to the specific task will be created.

You and your team can now ask questions to clarify the tasks, add more details, share notes and provide updates, all in the context of the specific task.

Remember to @mention in the thread any user you want to notify: your comments will be displayed in their “New threads” section in the sidebar of Slack and they will be subscribed to any further message for that thread.

Complete tasks

To complete a task, type /list to display your list of tasks in either Kyber bot or directly in the conversation. Then, simply click on [✓]: the task will be removed from the list and your team will be notified of the progress.

When the completion message is sent to the channel, your teammates can add a 👏 emoji reaction to congratulate you for your work. A team morale boost!

Congrats on complete

See Work on tasks and meetings for more information on how to manage tasks.

View completed tasks

To view the list of completed tasks type /list completed in each conversation or in Kyber bot for your personal tasks.

You can also click on [Filter by…] ➡︎ [🏷 By status] ➡︎ [Completed].

It’s now easy to track the progress of a project on a daily basis, even if you missed some notifications about task completion. You can also use this list to create a report of the things you have accomplished during the week.

Send Polls

Polls help your team make decision faster and drive consensus.

Create and preview a poll, configure it, send it to your team and review results.

Create a poll

Kyber offers several ways to create a poll, depending on your preference and use case:

  1. Via launchpad
    Type /kyber and click [New Poll]Kyber Launchpad
  2. Via shortcut
    Type directly /poll
  3. Via message actions
    Use “Start a poll” message actions for existing messages already sent on SlackKyber Actions

With any of the above methods, a form is presented to let you enter the poll question and up to four option answers:

Poll - Add Options

By clicking on [Preview] a preview of the poll is presented with additional actions:

  • [✏️ Edit] to edit poll question and answer options
  •  [⚙️ Configure] to configure poll duration, schedule and voters  visibility
  • [Send Now] to send immediately or [Schedule Now] to schedule it for later depending on how the poll is configured

Once you hit [Send Now] or [Schedule Now], the poll is sent to the #channel for everyone to vote on. The poll is also added to the #channel list, accessible with /list.

Configure a poll

To configure a poll click [⚙️ Configure] from the poll preview. You can then set:

  • Poll duration: from 15 minutes to a week, pick how long you want the poll to stay open. Default: 1 hour.
  • Schedule: decide when to send the poll – right away (leave it empty) or at the specified time. Default: Right away
  • Voters visibility: choose if you want to show who voted for each option (Public) or keep the poll anonymous (Anonymous). Default: Public

Note: while the poll is open, the names of voters for each option are displayed only to the poll creator via a private message on Kyber bot to avoid influencing the vote; when the poll is closed, the names of voters are then shared along with the final results.

Vote on a poll

Once the poll is submitted to the #channel, everyone can start voting on it by clicking 1️⃣, 2️⃣, 3️⃣, 4️⃣.

Upon voting, a message to Kyber bot is sent to everyone with partial poll results; click [⟳] to refresh them. For public polls, the poll creator can also see the names of voters for each option.

You can also review partial poll results at any time, by typing /list in the #channel or /list sent if you created the poll.

Voting again for another option will change your vote.

Review final poll results

A poll remains open for the selected duration (e.g. 1 hour) or until everyone in the channel vote on it. After that, final poll results are sent to the #channel for everyone to review:

Poll results

If the poll was configured as public, click 📊 to view who voted for each option.

Delete a poll

To delete a poll before it ends, type /list or /list sent. Then click [🗑].

Only the creator can delete a poll.

Compose and Schedule Announcements

Compose, schedule and preview an announcement, configure it, send it to your team.

Create an announcement

Kyber offers several ways to create an announcement, depending on your preference and use case:

  1. Via launchpad
    Type /kyber and click [New Announcement]Kyber Launchpad
  2. Via shortcut
    Type directly /announcement

With any of the above methods, a form is presented to let you compose the announcement.

By clicking on [Preview] a preview of the announcement is presented with additional actions:

  • [✏️ Edit] to make any changes to announcement
  • [Send Now] to send immediately or [Schedule Now] to schedule it for later depending on what was entered as Schedule

Once you hit [Send Now] or [Schedule Now], the announcement is sent to the #channel at the scheduled time. The announcement is also added to the #channel list, accessible with /list.

Delete an announcement

To delete an announcement, type /list sent. Then click [🗑].

Only the creator can delete an announcement.

Organize Meetings

Send a meeting invite

To organize a meeting, start your message with /meeting. Then @mention who you want to invite and add date/time:

/meeting @katie, @mike review slides on Tuesday, from 3 PM to 4 PM

The meeting is added to a list shared with the other people in the conversation (e.g. a #channel, a group, a direct message).

Add invitees

To send meeting invites, @mention one or more teammates (e.g. @katie, @mike) or an entire channel using @channel. You can also add or remove invitees later with [Invite], available for meetings when displaying the list with /list or when you reply to the invite with [Reply to Invite] at meeting creation.

Invitees can use [Reply to Invite] from the invite to display the [Accept] and [Decline] buttons.

They can also reply later, at any time, from the list associated with the conversation or their personal one in Kyber bot.

Set meeting start and end time

With Kyber no more complicated and hard to use widget to pick a start and end time for your meeting: use your own words:

  • On Friday 27th at 10 AM
  • From 10 to 1045 AM
  • Monday 2-3 PM
  • On October 15th at 4 pm
  • 9/27 from 11 to 3 PM
  • On Jun 15th

and many more. If you don’t add an end time, a default duration of 1 hour will be used.

You can also create events that spans multiple days:

  • Monday to Friday
  • 2/12 to 2/15/2018
  • Nov 15th to 22nd

Reply to meeting invites

To reply right away to meeting invites you can click on [Reply to Invite] in the original message. If you missed that, you can type /list at any time to display your list in either Kyber bot or directly in the conversation.

Then, simply click on [Accept] or [Decline] to send your reply. If you accept, the meeting will be kept in your personal list and you will be notified at meeting start. If you decline, the meeting will be removed from your personal list; in case you change your mind, you can still find the invite in the conversation list and update your answer there.

See Work on tasks and meetings for more information on how to manage meetings.

Work on Tasks, Polls and Meetings

Tasks, polls, announcements and meetings created with Kyber are intelligently organized in time-based lists shared with the members of each #channel, group, or direct message where they were created.

Each team member has also a personal list: it contains private action items and those received by others, directly or in #channels.

Kyber list is an innovative productivity concept that allows you to effectively plan your day and get more done.

Show lists

To view tasks, polls and meetings organized in list, type /list.

Use /list:

  1. In Kyber bot to display a unified dashboard with:
    • Your personal list
    • The tasks and the meeting invites sent by you
    • The lists of each public channel
      Browse_channels_menu
  2. Directly in any conversation (i.e. #channel, public or private, or direct message) to see the associated list

You can also display each list by clicking on [Show List] when items are created or updated.

Your list can be visualized in two modes:

  • Compact mode accessed with [Compact]
  • Edit mode accessed with [Edit]

The Compact mode allows you to view your list in a compact way and helps you get an immediate sense of what needs to be done.

The Edit mode lets you access a more advanced view with a set of actions per each item, such as [✔], [👤], [📎], [🗑], [Accept], [Decline], etc. See Manage lists for more details.

You can switch between modes at any time; your selection is maintained across sessions in case you have a preference for one mode vs. the other.

Personal and public lists in a unified dashboard

When Kyber is installed, a Kyber bot is added to your team. Look for it under Apps section in Slack sidebar.

Kyber bot, under Apps

Kyber bot offers a unified dashboard to view and manage all tasks and meetings: no need to switch to an external website or app to have all your work under control.

This unique approach helps you saving time, keeping focus and ultimately getting more done.

When you type /list, Kyber bot starts displaying your personal list with your tasks and meetings for the day, sorted by time. Your personal list includes not only your private tasks created with /task in Kyber bot, but also any task or meeting received from others in any #channel or direct message. A complete plan of your day.

If you also want to view the lists created in any public #channels, simply click on [Browse lists ▾] and pick a channel: the list for that channel will be displayed. Need to jump to that channel? Click on the name at the top of the list and you will transferred to that channel to start chatting there.

The label indicating the list (e.g. “Manage #marketing list (7 of 20)”) displays two numbers:

  • The first number (“7”) is the number of items in the list currently displayed
  • The second number (“20”) is the total items for that channel, spread across other days or the Someday section.

Individual list per conversation

If you are already in a channel or direct message, you can type /list directly there while messaging: the list for that specific conversation will be displayed.

Using /list in a conversation is very convenient when discussing list items with your teammates.

Manage lists

To manage the items in each list click on [Edit] to display various actions.

For tasks:

  • [✔] to complete the task
  • [✔ (for all)] to complete the task on behalf of all the other assignees
  • [✏️] to edit the task name
  • [👤] to assign, re-assign or assign to multiple teammates the task
  • [🗓] to plan when to work on the task (personal list only)
  • [📎] to attach a file to the task
  • [🗑] to delete the task

For polls:

  • [1️⃣] to vote for option 1
  • [2️⃣] to vote for option 2
  • [3️⃣] to vote for option 3
  • [4️⃣] to vote for option 4
  • [🗑] to delete the poll

For meetings:

  • [Accept] to accept the invite
  • [Decline] to decline the invite
  • [Invite] to invite or disinvite other teammates
  • [📎] to attach a file to the meeting invite
  • [🗑] to delete the meeting

Filter lists

When you type /list, the list for the day is initially displayed to let you immediately know what needs to be done today.

If you want to see the list for a specific day, status or teammate, click on [Filter by… ▾] and select one the menus:

  • [🗓️  By day  ▾]
  • [🏷️  By status ▾]
  • [👤  By teammate ▾]

Each item listed in the menu is followed by a number in parenthesis (e.g. “Tuesday, Jul 11 (4)”) showing how many tasks or meetings are present in that conversation.

If you want to immediately display a specific view, add it after /list (e.g. /list Monday to see Monday list). See each section below for specific details on /list filter keywords.

By day

The “By day” view works like a calendar, letting your switch between days. Look at the number next to each date to know if you have anything scheduled.

With the [🗓️  By day ▾] menu you can select to display:

  • The Calendar view with all the tasks and meetings grouped by day
  • A specific date in the next 14 days
  • Someday section with unscheduled tasks

To  directly access a specific day view, type /list followed by the same keywords you find in the menu:

  • a date, e.g.:
    • today
    • tomorrow
    • Tuesday
    • July 5th
    • 7/5
    • 7/5/16
  • someday
  • all

Examples:

  • /list Tuesday
  • /list someday
  • /list all 

By status

The “By status” view allows you to display tasks and meetings based on their status:

  • All open: all the open tasks and meetings organized by day in a calendar view; useful to have a complete view of the project. Equivalent command: /list all
  • Sent by you: all the tasks and meetings you have sent to other teammates; useful to keep track of all the outstanding tasks and to follow up on them until completion. Equivalent command: /list sent
  • Completed: completed tasks and meetings, along with completion teammate and date; useful to create reports on project progress. Equivalent command: /list completed

More status (e.g. Assigned, Unassigned, etc) will be added in the near future.

By teammate

The “By teammate” view lets you see what each teammate is working on. It’s very helpful to:

  • balance the load between teammates
  • display just your own tasks and meetings

To  directly access the list for a specific user, type /list followed by their @username, e.g. /list @mike.

Connect with the Apps you already use

Via IFTTT

With the Kyber channel on IFTTT, you can import or export data between Kyber and the apps you use the most. Create tasks from content on other apps, sync calendars, generate reports and more.

To connect Kyber with IFTTT, type /kyber IFTTT and follow the one-time configuration steps. Then start connecting apps through existing IFTTT applets or create new ones.

Few examples of available applets:

  • Add a to-do to answer an important email you starred on Gmail (applet here)
  • Add a to-do to answer an high priority email on Outlook/Office 365/Exchange (applet here)
  • Add a to-do with repository, issue and link when a Github issue is assigned to you (applet here)
  • Add a to-do when a Trello card is assigned to you (applet here)
  • Log your work hours on your calendar of choice (applet here)
  • Create a journal of your life on Evernote based on what you’ve accomplished today, from calendars and to-do list (applet here)
  • Get a reminder to take the umbrella if today is going to rain (applet here)
  • Create a to-do with Amazon Alexa and add it to Slack (applet here)
  • Anything you can think of.

Onboard your Team

When Kyber is installed on Slack, every teammate can start using it immediately, without having to create yet another account.

To help your team to get started with Kyber, a single on-boarding message is sent ONLY to those teammates that either:

  • Explicitly interacted with Kyber with a command, a click on a button, one of our emoji reaction, or a message to Kyber bot
  • Received a task or a meeting invite from another teammate

Those users that never interact with Kyber or never receive a task or a meeting invite will never receive any message from Kyber.

From the on-boarding message each user can start an interactive fun tour to learn more about Kyber based on their topic of interest. The tour can be started or resumed any time by typing

/kyber tour

Update your Time Zone

If you are experiencing time zone issues with your reminders or calendar events, simply type any Kyber command or click on any button: Kyber bot will automatically update your time zone based on Slack settings.

Note: make sure you have Kyber bot installed under Apps section on Slack.