(Note: If you are an MS Teams user, click here.)
The first thing you need to do is go to nikabot.com and click the button that says Add Nikabot to Slack.
Then, select your Slack workspace and Authorize the app.
OK, you've now created a Nikabot account for your team. Follow the rest of the steps here.
Go to the Apps tab on the left bar, search for Nikabot, and click on the Nikabot app.
A window will appear for the Nikabot app. Scroll down, click on the arrow after the Add button and select Add to a team.
You will then receive a message from Nikabot introducing herself. Click on Open Report Center.
We want to make sure you set things up properly in order to get the best results. So we'll take you through 3 steps in order to do the initial settings. You'll be able to change these whenever you want later.
Step 1 of 3 - Select users in your team
First, you need to select which members of your workspace will be active in Nikabot. These are the people that the bot will interact with and collect data from. You can start using Nikabot with a small team of key people active and progressively roll it out to others, or just let Nikabot talk to everyone from the start.
Go to the Team Members page, and use the toggle to activate users:
Step 2 of 3 - Check your team settings
Make sure everything is set up for your team, and that you understand what your options are. A few things you should pay attention to:
Team Log Time: you can set a time at which Nikabot will ask your team members what they worked on. But, if you are a Slack user, you can also decide whether Nikabot should message them if they're away on Slack at that time or if she should only message them on days when they are online on Slack. People can later override these settings in their own Profile.
Roles and Permissions: if you're in a small team, it might be OK to let anyone create and manage projects, but if your team can't fit into a room anymore, limiting this task for admins only will help you keep your data clean and consistent. You should also decide if you want to let non-admin users see data on the rest of the company, otherwise, they'll only see their individual info.
Admins: make sure you grant admin status to all the managers and key people in your organization, especially if you've restricted some permissions to admins only
Go to Team Settings to do this:
Step 3 of 3 - Create some projects
Nikabot will let users pick from a list of projects to enter their work hours. As you can imagine, an empty list to pick from won't cause a great first impression. So why not go ahead and enter a few of the projects you have currently running? You can later create new ones on the fly as well.
Go to Projects Management and create your first project there:
Done, say hi to Nikabot!
Nikabot is now active in your Slack workspace. When it's time for the daily question, she'll introduce herself to your team and start interacting with them.
You can now relax and let Nikabot bring you the data :)
Check out some best practices for onboarding your team.