![]() ![]() Your Slack form collected the information you needed, but it didn’t reduce the amount of manual work you have to do. They don’t understand that onboarding requires coordinating HR, IT, and finance (both their systems and their people!). They don’t know the status of the process, and they often get frustrated when they can’t easily get an update from you. You have to spend more time keeping managers updated than you spend acting on their requests.Įven worse, those managers aren’t updated as you onboard the employee. To their credit, these managers are eager to get their new employees into the company, but this also creates more work for you. Unfortunately, the managers who fill out the form tend to immediately message you directly after they do so, asking how much longer the onboarding process will take. To streamline that process, you created a Slack form in which you ask managers to submit the new hire’s names, social security numbers, mailing addresses, and bank account information. You’re a human resource specialist who works with managers to onboard their new employees. As a result, get frustrated DMs from other teams wondering whether you’ll be able to run the campaign they need. ![]() Because your team gets these requests often, maybe you forgot to add this request to a tracking spreadsheet (or assumed a colleague was handling it). Your internal clients fill out the form, and it posts the form data to your team channel. You make a Slack form and ask your colleagues to submit required information, hoping this will save you from the trouble of having to ask for it in a direct message. To help other teams ask for a campaign, you created a form in Slack and set it up to ask for the key pieces of information you need to start the campaign: target audience(s), geographic areas, weekly budget, etc. Imagine you’re part of your company’s marketing team that runs Facebook Ads campaigns to advertise your various lines of business. Example #2: Launching a marketing campaign You know things are busy for everyone, but it would have been helpful to know the right person received your information-not to mention getting an update on how much longer it would take to build the quote. You submitted this information into a black hole. You don’t know how often that department monitors the form results, how quickly they assign the information, if they assigned it to the appropriate team member, or if they’ve entered it into a ticketing system to track your request. You submit the information via a Slack form, but you don’t hear back from anyone.īecause you don’t have any personal friendships in that department, you consult the company directory to figure out whom you can message directly. You belong to the sales team, and you’re trying to get a quote from one of your service departments on how long it would take them to fulfill a client’s request. These examples will illustrate why forms often fall short of what you need. Let’s review some common situations in which a company would use a form in Slack in the first place. That’s why we built Wrangle, the ultimate tool for managing requests from other teams in Slack. That way, you actually manage the request to completion rather than hoping you don’t miss anything in a chaotic Slack channel. A workflow starts with an intake form in Slack but then automatically kicks off a series of tasks and approvals, assigned to your team. It turns out that what you really want is a workflow. But now your team has a more important question - how the heck do we track all these requests? How do we make sure someone is assigned to handle them and that they actually get resolved? How do we make sure nothing gets dropped? Sure, forms will fix the immediate problem of people not giving enough context in their request. Unfortunately, you’ll soon find that forms aren’t enough. That way, they provide enough info to explain what they want from your team. ![]() If your team’s Slack channel has become a deluge of requests from other teams, you might want a form that people can fill out.
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