2 Ways to Create Cards in Slack:

  1. Use Slack Actions to turn a Slack message into a Card. When hovering over a Slack message, click on the three ellipses (“...”) displayed on the upper right-hand corner, which provides the option for More actions.

  2. After clicking on the three ellipses, select Create Card and a dialogue will appear.

  3. Then, select which Collection, Title, and Content you’d like to include in your Card.


❗Important

If you don't see this option under the ellipses menu, choose more message shortcuts and search for Create Card.


💡 Tip

Here you will also be prompted to choose whether you'd like to create the Card using the text from that message or the entire thread.

In order to create a Card from an entire thread, you must ensure that the Guru App for Slack is invited to the channel.


4. Next, select the Verifier and Verification interval. You can also assign the Card to a Board and add tags.


5. Click Save to save your Card in Guru or Save as Draft if you'd prefer to revisit in the web app or extension before publishing.

create card in slack step 2

Method #2

  1. Type create card in your DM with Guru or type in help and click on the three ellipses (“...”) displayed to the right of Content Creation, which provides the option for Create Card.

Guru Create Card command in Guru DM

2. Or, you can create a Card in a channel with Guru @mentioned (i.e. @guru create card).

3. The Guru bot will redirect you to create the Card in a Slack thread, where you can then select the Collection, Verifier, Verification Timeline, Boards, and tags.


✍️ Note

  • If the tags/Boards you would like to utilize are not already in your Guru account you can create new tags and Boards in advance of creating your Card by typing create tag or create board in your DM with Guru.

  • You cannot create new tags or Boards during the Card creation process.

  • If you answer a question in Slack by creating a new Card via the bot, the verifier is automatically you.

  • The timeline for verification is set for three months by default.


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