How do I add Slack to role cards? – Organimi Help Center

Question

How to add a clickable Slack link to role cards?

Answer

You need to create the following:

A CSV, Excel or Google Sheets import data file with a unique Slack ID for that person in the first column
A Slack custom field

In this example, we are going to add a clickable Slack link to the CEO's role card.

Create a csv/excel/google sheet file.
Add an ID column and assign a unique ID.
Follow these instructions to import the file:
- Open the org chart that contains the person on whose role card you wish to add a Slack link
- Click the Import icon
- Select the CSV, Excel or Google sheets tile
- Click +Upload Your File
- Select the file from your device
In the Organization field, click the down arrow and select the organization in which you wish to import new data.
Select one of the following:
- Create a New Chart
- Replace an Existing Chart
- Add or Update People Only
Click Next.
Click Auto-Builder Option.
Continue as follows:
- Click the arrow next to the field, Advanced Settings for Your Additional Fields
- Put a checkmark in the Import checkbox
- In the Import From Spreadsheet field, type Slack
- In the Corresponding Organimi Field type Slack
- Click the down arrow and select the URL Link field type
- Click the Person radio button to assign the field to a person
- Click the Make Public toggle button to allow the field to display on your chart
- Click Done
To enable the Slack URL so that it displays on the role card:
- Click the Themes icon
- Select Fields
- Under Display Fields, put a checkmark in the Slack URL checkbox