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Planview Customer Success Center

Installing AdaptiveWork Bot

1. To add AdaptiveWork Bot, the AdaptiveWork administrator must allow access.

  1. Go to Settings > Extensions > Connected 3rd Party Apps.
  2. Click Allow access for AdaptiveWork Workbot.

2. Add AdaptiveWork Bot to Slack or Microsoft Teams
For Slack

  1. Go to www.clarizen.com/bot-slack/
    1. Click Add to slack, which will start the installation of AdaptiveWork Bot in your Slack team. You will see the following authorization page:
    2. Click Authorize to let @AdaptiveWork join your Slack team.
  2. Return to your Slack team.
  3. AdaptiveWork Bot will provide additional instructions on how to link to your AdaptiveWork account.

For Microsoft Teams

  1. Go to https://appsource.microsoft.com/en-us/product/office/WA104381748
  2. Click on Get it now.
  3. The Bot will install in your current MS Teams.
  4. Return to your Teams app.
  5. AdaptiveWork Bot will provide additional instructions on how to link to your AdaptiveWork account.

There are some instances where the AdaptiveWork Bot will not be available due to your contract or your region's regulations. Please contact your CSM to get access if AdaptiveWork informs you that it is currently unavailable.