Sidekick App Homepage On Slack

When you open your Sidekick app Homepage window on your Slack app, you will see the following three tabs:

1. Home

This tab shows you a list of all the Tasks (Call, Email, To-Do) for the day that are lined up for you in your HubSpot. The due date, time, task type, priority, notes, and any other data related to a specific Task is also visible here. Click on the View task in HubSpot button to open that specific Task in HubSpot. Or click on the Mark this complete button to have Sidekick automatically update that specific Task as completed in HubSpot. This list is user-specific, which means only those Tasks that are assigned to you in HubSpot will show up in this tab.

2. Messages

This tab shows you a history of all the messages you have triggered from the Sidekick platform to yourself on Slack.

3. About

This tab has a short note on what the Sidekick Slack app does.

Pro-tip: If you marked a Task as completed by mistake on the Sidekick app Homepage on Slack, you can click on the Mark this unfinished button and Sidekick will instantly update that Task as not completed in your HubSpot.

If you have any questions or need assistance, feel free to connect with our team at contact@trysidekick.com or book a call with us here.