workflow · how to

Run tasks from the Command Palette

Follow the run tasks from the command palette workflow in Slack.

Goal

Run Slash Social tasks from one searchable modal when you know what you want to do but not which work center button or menu path gets you there fastest.

When to use this

Use the Command Palette when you want to:

  • Jump to a workflow without switching work centers first
  • Find admin, settings, inbox, or analytics tasks by keyword
  • Open common destinations from quick action buttons
  • Retry failed jobs, open billing, or connect accounts from a single search box

The palette merges available tasks and feature entries, then filters results by your query, role, brand, and plan. It is often faster than switching work centers when you already know the task name, such as opening inbox, analytics, settings, or library tasks.

Before you begin

Confirm Slash Social is installed in your Slack workspace.

When a task is brand-scoped, select or confirm the active brand in App Home before you open the palette. Results and quick buttons respect your current role and plan. Some feature entries still appear when you lack access; selecting them explains the limit instead of failing silently.

Steps

Open the Command Palette

Use any of these entry points:

  1. Type /social in a channel or DM and press Enter. The palette opens as a searchable modal.
  2. In App Home, choose Command Palette.
  3. Use the global shortcut Open Command Palette when Slack lists it under shortcuts.

If the App Home path cannot open the modal immediately, Slash Social may finish opening it in the background and notify you if something fails.

Search and select a task

  1. Type a keyword such as create, approve, queue, inbox, analytics, settings, or library.
  2. Review matching results. The options list merges available tasks with feature discovery and filters by your search text.
  3. Select the task you want.
  4. Choose Run.

Some entries explain plan or permission limits when you select them, even if they appeared in search results. Try synonyms if your first keyword returns few results (for example, planner instead of plan, or library instead of templates).

Use quick action buttons

When the palette shows quick buttons, use them for common destinations such as:

  • Inbox
  • Approvals
  • Analytics
  • Planner
  • All settings

Blocked destinations show a permission or plan message instead of opening the workflow.

Quick buttons skip search when you already know the destination. Use them for routine hops; use search when you need a less common settings or admin task.

Complete the launched workflow

After you choose Run, the palette closes and the target workflow opens. That may be a modal, an App Home jump, or a status message in Slack, depending on the task you selected.

Confirm it worked

  • The palette modal closes after a successful Run.
  • The expected surface opens: a modal, App Home on the right work center, or a clear status message.
  • Blocked tasks show why access failed (missing permission, plan limit, or empty data) rather than doing nothing.
  • Quick buttons either open the destination or show the same style of blocked message.

Troubleshooting

The palette does not open: Type /social again from the message box so Slack can request a fresh modal. If you used the App Home button, wait a moment for the background open to finish, or retry from /social.

A task is missing from search: Confirm brand selection and role access. Try broader keywords (for example, settings instead of billing). Your role and plan filter many results.

Run shows a plan or permission message: Read the message in the modal or ephemeral feedback. Upgrade or permission changes happen outside the palette; use Settings or ask an admin, then search again.

Shortcut does not appear: Global shortcuts depend on your Slack client and workspace policy. Use /social or the App Home Command Palette button instead.

Stale modal after an error: Close the modal and reopen via /social. Do not assume a failed open left a usable half-loaded palette.

For registered slash commands and palette-related entry points, see Slash commands.