How to Create, Assign and do Tasks Management in Slack

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Falit Jain
September 15, 2025
5 min read
How to Create, Assign and do Tasks Management in Slack
Table of Content

How to Create, Assign, and Do Task Management in Slack

Managing work effectively has always been at the heart of successful teams. With the rise of remote work, hybrid teams, and distributed global offices, having the right task management tool has never been more important. While there are plenty of project management apps available today, one of the best places to manage tasks is right where your team already communicates—Slack.

In this blog, we’ll explore how to create, assign, and manage tasks in Slack. We’ll cover everything from simple assignments to round robin and scheduled tasks, and show you how Pagerly makes Slack the ultimate hub for task management.

What Tasks – Simple Assignment & Use Cases

When we talk about slack tasks, we’re referring to specific tasks that need to be completed by an individual, a team, or even the entire team. In a Slack workspace, tasks can be linked to due dates, slack messages, or created using workflow builder for automated project management workflows.

By starting small with simple assignments, these tasks quickly evolve into a structured task list that supports project managers, team leaders, and relevant team members across different projects.

Adding a New Task in Slack

Creating a new task in Slack is a great way to capture action items without switching to different apps.

  • A slack message like “Please send the updated pricing deck to the sales team” can instantly be converted into a task.
  • Tasks can include a due date, list items, and notes so project managers and business leaders can track ownership.
  • Slack lets you create task lists directly in a dedicated channel, giving the entire team real-time visibility.

Tracking Progress on Projects

Project managers and team leaders rely on Slack to track progress in real time.

  • Assign important tasks like code reviews or documentation updates to the right people.
  • Use status updates in a project channel to monitor project tracking and keep everyone aligned.
  • This approach supports effective task management for both complex projects and smaller tasks.

Handling Routine Tasks

Slack is a project management app that simplifies daily task management and routine tasks.

  • Set up workflow builder automations to create recurring new tasks, such as scheduling daily standups or generating weekly reports.
  • Support teams and sales teams benefit from this automation, reducing the learning curve and improving response times.
  • Teams can also connect to knowledge bases and knowledge management tools for better context.

Managing Inbound Requests

Inbound requests are one of the most common specific tasks for support teams and sales teams.

  • Support teams can capture slack messages from customers or internal stakeholders and turn them into actionable slack tasks.
  • Assign these tasks in direct messages or a separate slack channel, ensuring the right people see them immediately.
  • Using effective task management best practices, these tasks can be tracked with status updates and exported to CSV reports or gantt charts for deeper project management workflows.

Running Marketing Campaigns

For marketing teams, Slack serves as a collaboration tool and task management software for running marketing campaigns.

  • Create new tasks for content creation, scheduling posts, and tracking deliverables.
  • Use workflow builder to automate campaign milestones and get status updates in a dedicated channel.
  • This ensures project managers, design teams, and relevant team members stay aligned on timelines, product releases, and project updates.

Why Slack is Best for Task Management

Slack has become the go-to collaboration tool for modern teams because of its ease of use, real-time updates, and seamless integrations. Here’s why it excels at task management:

  1. Create Tasks Instantly
    • You can create tasks directly from Slack messages. For example, converting a message into an action item ensures nothing gets lost in email threads.
    • Slack lets you add tasks manually using the plus icon or automatically through apps like Pagerly.
  2. Assign to the Right People
    • You can assign tasks to relevant team members in dedicated channels, direct messages, or even across different projects.
    • By working in the Slack workspace, tasks stay visible to all project managers and team leaders.
  3. Track Progress in Real Time
    • Status updates, completion markers, and task creation are visible to the entire team.
    • This allows project tracking without switching to a separate project management app.
  4. Seamless Integrations
    • Slack integrates with knowledge bases, task management software, and apps like Pagerly, Asana, and Workstreams.ai.
    • This means you can manage complex projects inside Slack without introducing a steep learning curve.
  5. Great for All Teams
    • Sales teams can track leads and important tasks.
    • Development teams can track bug fixes, releases, and product updates.
    • Marketing teams can plan campaigns, track deliverables, and handle routine tasks.
    • Support teams can assign inbound issues to the right people in real time.
    • Small Businesses

Create Tasks

Automatically

Slack makes it possible to create tasks automatically through integrations. For example, with Pagerly:

  • Convert Slack messages into tasks with one click.
  • Trigger tasks through workflow builder for recurring events (like creating a new list of tasks every Monday).
  • Automatically assign inbound requests to relevant team members.

Manually

For manual creation, you can:

  • Use the dots icon or plus icon to create a new task.
  • Add due dates, list items, and notes.
  • Assign tasks directly in a project channel.

This gives teams flexibility to capture both structured project management workflows and ad-hoc requests.

Assign Tasks with Slack

Assigning tasks effectively is one of the key features of any task management software. It ensures that the right people are aligned with the right tools, while giving project managers, team leaders, and the entire team visibility into who is doing what. With Slack alone, you can tag a Slack user, share tasks in direct messages, or post them in a project channel. But when you add Pagerly into the mix, assignment becomes seamless, automated, and scalable for modern teams.


Assignment with Pagerly

Pagerly enhances task creation inside your Slack workspace by offering multiple ways to assign specific tasks, ensuring both small teams and remote teams can achieve effective task management.

Automatic Assignment

With Pagerly, every slack message can be turned into a new task and assigned automatically.

  • This is particularly useful for support teams and sales teams, where inbound requests need to be distributed fairly in real time.
  • Each slack task is assigned instantly, reducing response time and helping teams track progress.


  • Manual Assignment by Mentioning the Bot

  • If you want more control, simply mention the Pagerly bot in any dedicated channel or direct message.
  • This gives project managers and business leaders the flexibility to assign important tasks directly to relevant team members.
  • A great way to handle routine tasks or smaller project updates without leaving Slack.

Assignment via Workflow Builder

  • Pagerly works natively with workflow builder, allowing you to set up structured project management workflows.
  • For example, you can route inbound customer issues to support teams, schedule recurring new tasks for marketing campaigns, or distribute coding reviews among development teams.
  • This ensures consistency, reduces the learning curve, and helps teams adopt best practices for project management workflows.

Flexible Options: 1-by-1 or Scheduled

  • One-by-One: Assign slack tasks individually, either automatically (every message becomes a task) or manually (mentioning the bot). This is perfect for handling day-to-day work, inbound requests, and routine tasks.
  • Scheduled: Pagerly also allows you to assign tasks based on a schedule. This ensures project managers can plan ahead, set due dates, and align project updates with larger timelines such as product releases or gantt charts for complex projects.

Why It Matters

By offering one-by-one and scheduled assignment, Pagerly provides the flexibility needed for different projects and specific needs:

  • Support teams can automatically assign inbound tickets without delay.
  • Marketing teams can schedule campaign deliverables and get status updates in real time.
  • Development teams can rotate code reviews or bug fixes without manual overhead.
  • Project managers can see exactly which relevant team members own which tasks, making project tracking more reliable.

This combination of automation and ease of use transforms Slack from just a communication tool into one of the best task management apps for seamless team collaboration.

Working and Transitioning Tasks Within Slack – Full Approval Workflow

Creating and assigning tasks is only part of the picture. For effective task management, teams also need the ability to transition tasks as work progresses. With Pagerly inside your Slack workspace, you can handle the entire approval workflow—approve, reject, assign to the next person, or reassign to a specific person—all without leaving Slack.

This capability turns Slack from just a communication tool into a complete task management software solution, helping modern teams streamline their project management workflows.

Approve Tasks in Real Time

  • With Pagerly, project managers, team leaders, and business leaders can quickly approve important tasks directly from slack messages or slack tasks.
  • Approvals can be captured in a dedicated channel or project channel, making them visible to the entire team.
  • This keeps project updates transparent and provides status updates in real time for both smaller tasks and complex projects.

Reject or Send Back for Rework

  • Not every new task is completed correctly the first time. Pagerly allows project managers and relevant team members to reject a task and send it back for additional work.
  • Rejections can include notes or links to a knowledge base for guidance, ensuring support teams, marketing teams, and sales teams have the relevant information they need to correct mistakes.
  • This reduces wasted effort and enforces best practices for effective task management.

Assign to the Next Person

  • Pagerly supports round robin assignment, making it easy to automatically pass a task to the next available person in support teams or sales teams.
  • This ensures balanced workloads, faster response times, and fair distribution of routine tasks or inbound requests.
  • By automating these steps with workflow builder, teams can scale without creating bottlenecks.

Assign to a Specific Person

  • Sometimes tasks need to be routed to the right people with specific expertise. Pagerly allows you to reassign slack tasks to a named Slack user, whether in a direct message, separate Slack channel, or project channel.
  • Project managers can use this to ensure development teams, design teams, or marketing teams handle the tasks most relevant to them.
  • This targeted approach keeps project tracking clear and ensures important tasks are delivered on time.

Why Full Approval Workflows Matter

By enabling task transitions directly in Slack, Pagerly makes it possible for the entire team to collaborate without switching to different apps:

  • Project managers get visibility into every stage of task progress.
  • Team leaders can ensure project management workflows run smoothly.
  • Remote teams and small teams benefit from ease of use, fewer context switches, and faster day-to-day work.
  • Status updates, approvals, and reassignments all happen in one place, making Slack one of the best task management apps for modern teams.

This full approval workflow—approve, reject, reassign, escalate—ensures tasks not only get created but also move efficiently through every stage until completion.




Reporting

One of the key features of any project management tool is reporting. Without visibility, even the best task management software struggles to deliver true value. For modern teams working inside a Slack workspace, reporting helps project managers, team leaders, and the entire team see how specific tasks are progressing, where delays are occurring, and whether the right people are completing important tasks on time.

Slack provides reporting in two powerful ways: CSV Reports for external analysis and Slack Reports for real time visibility within your Slack workspace.

CSV Reports

Exporting data to CSV is a great way to track and analyze specific tasks across different projects, especially when you need advanced visualization or external project management app integration.

  • Export Tasks for Analysis
    Slack lets you export slack tasks and new tasks into CSV format. This provides project managers and team leaders with the flexibility to review project tracking, combine with data from different apps, or align with organizational best practices.
  • Use with Gantt Charts and Project Management Apps
    CSV data integrates seamlessly into gantt charts, project management app dashboards, and task management software like Asana, Jira, or Workstreams.ai. This is critical for complex projects that span multiple departments such as sales teams, marketing teams, and support teams.
  • Support for Complex Projects
    When routine tasks, inbound requests, or marketing campaigns involve development teams or design teams, CSV exports give business leaders and project managers the ability to evaluate dependencies and track progress across a task list.
  • Ease of Use for Small Teams and Small Businesses
    For small teams or small businesses, CSV provides a lightweight, easy to use solution that helps track projects, capture relevant information, and share insights with relevant team members. Even smaller tasks can be aggregated into a new list for ongoing tracking.

CSV reporting acts as a bridge between Slack and other task management tools, offering flexibility while ensuring effective task management across entire teams.

Slack Reports

While CSV supports external analysis, Slack Reports give you real time visibility inside your Slack workspace. These reports are crucial for effective task management, enabling project managers, team leaders, and relevant team members to see status updates, project updates, and slack messages without leaving Slack.

  • Real-Time Visibility in Slack
    With Slack Reports, slack users can monitor specific tasks, track new tasks, and receive status updates instantly. This is especially helpful for support teams handling inbound requests and sales teams managing leads.
  • Filter by Due Dates and Task Owners
    Reports can be filtered by due date, task owners, or direct messages, making it easier for project managers to see if important tasks are overdue. Routine tasks like standups or daily metrics can also be tracked using workflow builder automation.
  • Dedicated Channels and Project Channels
    Reports can be posted in a dedicated channel or a project channel, ensuring the entire team has access to status updates. This drives seamless team collaboration, helping remote teams and marketing teams stay aligned.
  • Track Progress Across Different Projects
    Whether it’s product releases, marketing campaigns, or day-to-day work, Slack Reports let project managers and development teams keep a close eye on project tracking. By combining slack lists, list items, and project updates, reports create a clear flow of work.
  • Integration with Workflow Builder
    With workflow builder, reports can be automated for new tasks, routine tasks, or inbound requests. For example, support teams can automatically receive status updates in direct messages whenever a ticket is updated, while marketing teams can track campaign milestones in real time.
  • Effective Task Management for Modern Teams
    By keeping project managers, team leaders, and business leaders updated with status updates, Slack Reports eliminate the need for lengthy email threads. They reduce the learning curve, improve response times, and help teams track progress on both complex projects and smaller tasks.

Why Reporting Matters

Both CSV and Slack Reports ensure effective task management by offering transparency and accountability. Together, they allow project managers and team leaders to:

  • Monitor specific tasks across different projects.
  • Assign the right people with confidence.
  • Provide timely project updates and status updates to the entire team.
  • Support support teams, sales teams, and marketing teams with real time insights.

This blend of flexibility (CSV) and ease of use (Slack Reports) makes Slack one of the best task management apps available today, especially when combined with Pagerly’s native Slack integration and automation through workflow builder.

Within Slack You Can See Who Has Assigned

Transparency is key to effective task management. Slack makes it easy to:

  • View who assigned a task and who accepted it.
  • Track relevant information in dedicated channels.
  • Keep everyone aligned with project updates and status updates.

This visibility improves accountability and helps track progress in day-to-day work.

Works with Slack Workflow Builder

Slack’s workflow builder is a great tool for automating routine tasks and daily task management.

  • Automatically create slack tasks when a new user joins a channel.
  • Trigger project updates when tasks are marked complete.
  • Create task lists for marketing campaigns, product releases, or support tickets.

By combining Pagerly with workflow builder, you can fully automate project management workflows inside Slack.

Get Alerts if Tasks are Passing SLA

One of the most overlooked parts of effective task management is ensuring specific tasks are completed before deadlines. Tasks without a clear due date can cause delays, missed deliverables, and unhappy stakeholders. With Pagerly, modern teams get proactive real time alerts in Slack when tasks approach or exceed SLA timelines.

Alerts on SLA Breaches

Pagerly turns Slack into a proactive task management tool by sending alerts whenever important tasks are at risk of being delayed.

  • Real time notifications highlight when a new task or routine task has been open too long.
  • Alerts can be linked to workflow builder automations, ensuring that project managers and team leaders receive updates at the right time.
  • This helps both small teams and complex projects stay aligned on priorities.

Notifications in Direct Messages and Channels

Keeping everyone informed is critical for seamless team collaboration. Pagerly supports multiple ways to notify the right people:

  • Direct messages for individual accountability, ensuring slack users don’t miss important tasks.
  • Project channels or dedicated channels for team-wide visibility, giving the entire team access to status updates in the Slack workspace.
  • Notifications can also be filtered by specific tasks, new tasks, or inbound requests, which is especially useful for support teams, sales teams, and marketing teams.

Escalation to Team Leaders and Project Managers

If deadlines slip, Pagerly automatically escalates alerts to team leaders or project managers, enabling effective task management and quick action.

  • Escalations can be set up with workflow builder to notify relevant team members and trigger project updates in real time.
  • Support teams can escalate overdue tickets to senior engineers, while sales teams can escalate stalled opportunities to business leaders.
  • This ensures that important tasks are not ignored and that the entire team can track progress without disruption.

Why SLA Alerts Matter

Proactive SLA monitoring helps project managers, development teams, and marketing teams ensure projects stay on track:

  • Provides status updates and project tracking for both smaller tasks and complex projects.
  • Helps remote teams and small businesses reduce the learning curve by centralizing alerts in Slack.
  • Ensures project management workflows are consistent, transparent, and aligned with best practices.

By combining SLA alerts with slack messages, slack tasks, and workflow builder automations, Pagerly transforms Slack into one of the best task management apps for modern teams, enabling them to track tasks, manage inbound requests, and support day-to-day work with confidence.

Hence Pagerly is Best for Slack Task Management

Slack is already a strong communication tool, but Pagerly turns it into a complete project management tool. With native Slack integration, teams can create, assign, and transition tasks without switching to different apps, giving modern teams the ease of use they need.

Pagerly provides:

  • Smart assignment: Assign tasks one-by-one, in round robin, or on a schedule—ensuring the right people handle important tasks.
  • Task creation flexibility: Convert slack messages into tasks, set up workflow builder automations, or add tasks manually.
  • Task transitioning: Approve, reject, or reassign tasks to the next or a specific person—all within Slack—for a full approval workflow.
  • Reporting: Export to CSV for gantt charts or view real time Slack dashboards with status updates and project updates.
  • SLA alerts: Get notified in direct messages or project channels when tasks approach deadlines, with escalations to team leaders or project managers.

From small teams and remote teams to large enterprises handling complex projects, Pagerly supports project management workflows across different projects—from routine tasks to marketing campaigns and product releases.

With seamless team collaboration, automation, and effective task management, Pagerly transforms Slack into the ultimate task management software for teams that want to track progress and complete work more efficiently.

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