Integrations
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      Configure Integrations

      Want to set up integrations within Sydekick? This article will show you how to configure the way Sydekick integrates with other applications.

      In this article:

      Atlassian JIRA integration

      Use the JIRA integration to link tasks in Sydekick with issues in JIRA and unlock further productivity with the power of both systems working together. To set up the integration:

      1. Login to Sydekick.
      2. On the Dashboard page, click on your account name located on the top right of the page. This will take you to the profile page.
      3. On the profile page, select the Your organisation tab. This will take you to your organisation page. 
      4. On your organisation page, click Manage your integrations located under Integrations. This will take you to the Integrations page.
      5. To configure the integration, select Enable under the Atlassian JIRA option.
      6. Click on Begin to start the Atlassian JIRA integration. This will redirect you to the log-in page of Atlassian JIRA.
      7. On the Atlassian JIRA page, Log in to your Atlassian JIRA account through your usual form of authentication.
      8. You will then be prompted with a request for Sydekick requesting access to your Atlassian JIRA account, click Accept to approve and authorize access. This will take you to the Configure JIRA integration page on Sydekick.
      9. Enter the details to configure the site and project Sydekick will integrate with. These include:
        1. Atlassian site
        2. JIRA project 
        3. JIRA issue type
      10. Click on Save to update and enable Atlassian JIRA integration with Sydekick.
      11. Atlassian JIRA integration can be disabled anytime by clicking Disable under Atlassian JIRA on the integrations page.

      Slack integration

      Use the Slack integration to receive useful notifications, reminders and weekly reports from Sydekick inside your Slack workspace.

      How does it work?

      Sydekick for Slack integrates into a channel of your choosing, and helps your team by sending messages like the following:

      New task assignee notifications

      Whenever a task is assigned to someone new in Sydekick, you'll see a notification appear in Slack with the name of the task, and who it was assigned to.

      Task due reminders

      Stay on top over everything with reminders for due tasks. Running a security program can be a lot to manage - reminders help ensure things are getting done by the due date.

      These reminders can be interacted with directly in Slack - Start, Complete or Assign the task to yourself - all from Slack.

      Weekly reports

      Weekly reports summarise all the happens inside Sydekick. From progress on your various frameworks, to tasks created, started and completed - we capture a snapshot of activity that's happened over the last week. Weekly reports are only sent if there has been some activity in the last week.

      To set up the integration:

      1. Login to Sydekick.
      2. On the Dashboard page, click on your account name located on the top right of the page. This will take you to the profile page.
      3. On the profile page, select the Your organisation tab. This will take you to your organisation page.
      4. On your account page, click Manage your integrations located under Integrations. This will take you to the Integrations page.
      5. To configure the integration, select Enable under the Slack option.
      6. Click on Begin to start the Slack integration. This will redirect you to the Slack page.
      7. You will then be prompted to allow Sydekick to have permission to access your Slack workspace. Select the workspace you would like to integrate located in the drop-down in the top right, then click Allow to approve and authorize access. This will take you to the Configure Slack integration page on Sydekick.
      8. Enter the details to configure the Slack channel Sydekick will integrate with. These include:
        1. Slack channel
      9. Click on Save to enable Slack integration with Sydekick.
      10. Add the Sydekick bot into Slack by following the steps provided in Sydekick. Click I've added it once it has been added into the Slack channel. This will take you to the Test the Slack integration page.
      11. On the Test the Slack integration page, click Send a test message to ensure your Slack integration has been set up successfully. Click on Finish to complete the Slack integration setup.
      12. Click on Finish to enable the Slack integration setup.
      13. Slack integration can be disabled anytime by clicking Disable under Slack on the integrations page.

      Microsoft Teams integration

      Use the Teams integration to receive useful notifications, reminders and weekly reports from Sydekick inside your Teams instance.

      How does it work?

      Sydekick for Teams integrates into a channel of your choosing (or a group chat), and helps your team by sending messages like the following:

      New task assignee notifications

      Whenever a task is assigned to someone new in Sydekick, you'll see a notification appear in Teams with the name of the task, and who it was assigned to.

      Task due reminders

      Stay on top over everything with reminders for due tasks. Running a security program can be a lot to manage - reminders help ensure things are getting done by the due date.

      These reminders can be interacted with directly in Teams - Start, Complete or Assign the task to yourself - all from Teams.

      Weekly reports

      Weekly reports summarise all the happens inside Sydekick. From progress on your various frameworks, to tasks created, started and completed - we capture a snapshot of activity that's happened over the last week. Weekly reports are only sent if there has been some activity in the last week.

      To set up the integration:

      1. Login to Sydekick.
      2. On the Dashboard page, click on your account name located on the top right of the page. This will take you to the profile page.
      3. On the profile page, select the Your organisation tab. This will take you to your organisation page. 
      4. On your account page, click Manage your integrations located under Integrations. This will take you to the Integrations page.
      5. To configure the integration, select Enable under the Microsoft Teams option.
      6. Click on Begin to start the Teams integration. This will redirect you to Microsoft.
      7. You will then be prompted to log into your Microsoft Office 365 account (if you aren't already logged in) and allow Sydekick to install the Teams integration. 
      8. Enter the details to configure the Teams channel Sydekick will integrate with. These include:
        1. Team
        2. Channel
      9. Click on Save to enable Teams integration with Sydekick.
      10. On the next page, click Send a test message to ensure your Teams integration has been set up successfully. Click on Home to complete the integration setup.
      11. The Teams integration can be disabled anytime by clicking Disable on the integrations page.