Snapshots for Slack and Microsoft Teams enable you to send a scheduled dashboard screenshot to your chosen channel – ideal for keeping teams and stakeholders informed.
How to connect to Microsoft Teams and schedule a Snapshot
To send a snapshot to a Microsoft Teams channel, follow the steps below:
On the dashboard you wish to send a Snapshot from, click Share.
Select Teams, then click Connect.
To install the app for a new team, click Add a team.
In the Teams window that opens, click the Add (or Open) button.
If you are unable to click this button, you'll need to have an admin do this for you.
Select the Channel you want to post Snapshots to, then click Go.
Click the Connect button in the channel you previously selected.
In the new window that opens, click Connect again.
Return to your Geckoboard tab and open the Post to field, select a team, then select the Channel you want to post to.
In the Every field, select the frequency you prefer: Week or Month.
Selecting Week means you can control the days of the week you'd like to schedule your Snapshot and the time you'd like it posted in your channel.
Selecting Month gives you the option of posting on the First day of the month or First Monday.
Complete your configuration, then click Create.
How to connect to Slack and schedule a Snapshot
To set up a Snapshot that is sent to a public Slack channel, follow these steps:
On the dashboard you wish to send a Snapshot for, click Share.
Now, click Slack.
To connect your Slack workspace, click Connect.
Follow the prompts in the new window that opens to allow access to your Slack workspace.
If you need to post to a private channel, go to the channel in Slack and invite the Geckoboard app to the channel by typing
/invite @Geckoboard.Return to Geckoboard and refresh the page.
In the Post to field, select the channel you wish to post your Snapshot to.
If you don't see the name in the drop-down list, you can also type the name into the field.
In the Every field, select the frequency you prefer: Week or Month.
Selecting Week means you can control the days of the week you'd like to schedule your Snapshot and the time you'd like it posted in your channel.
Selecting Month gives you the option of posting on the First day of the month or First Monday.
Complete the configuration as preferred, then click Create.
How to delete a Snapshot
Navigate to the dashboard you want to remove a Snapshot from and click Share, then Slack.
Now, click Remove scheduled post.
Expected behaviour of Snapshots
We'll attempt to take a Snapshot of your dashboard when you've selected it. During this process, if a widget is refreshing and takes longer than 30 seconds to do so, the Snapshot attempt will fail. If this happens, we'll try again every minute for a total of 10 times.
If it fails again, you'll receive a timed-out failure message in Slack. If your Snapshots continue to fail, consider shortening time periods on the affected widgets to reduce the amount of data being fetched on each refresh.
If any widgets display a failed to load widget data message, this won't affect your Snapshot.