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:
From the dashboard you wish to send a Snapshot from, click Subscribe.
Select Teams, then click Connect to Teams.
To install the app for a new team, open the Post to field, then 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 complete 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 browser 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.
Complete your configuration as preferred, 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 Subscribe.
Select Slack, then click Connect to Slack.
Follow the prompts in the new window that opens to allow access to your Slack workspace.
Complete your configuration as preferred, then click Create.
Additional steps when connecting to a private Slack channel
When scheduling a dashboard snapshot on a private Slack channel, follow these additional steps:
Once you've connected Slack to Geckoboard, in Slack, go to the private channel that you want to post to and type
/invite @Geckoboardto add the Geckoboard app to the channel.Return to Geckoboard, refresh the page, and continue with your configuration preferences.
How to delete a Snapshot
Navigate to the dashboard you want to remove a Snapshot from and click Subscribe, then click the edit icon on the Snapshot you want to modify.
Then, click the delete button.
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.