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Create and Send Message to PMs via Slack

Rabia Shaikh edited this page Jun 20, 2023 · 6 revisions

Create and Send Message to PMs via Slack

Copy the following block of instructions into a new comment on your issue and select the green Comment button to create the comment. Follow the instructions in the comment you just created.

## Create and Send Message to PMs via Slack
### Purpose
In this step, you will create a customized message via Mail Merge in a Google doc template and send the message to the project/CoP PMs with the next steps.

### Task Outline
You will create a new comment with the heading `### Post Audit Messaging` and paste the comment link in the `Details` page of resource 1.0. You will then use the template to create a Google doc, (doesn't need to be saved)use Mail Merge to create two custom messages, one for Slack and one for GitHub, and send them.

### Task Details
- [ ] Close the wiki page you just opened
- [ ] Create the new comment
   - in the empty comment below this one, paste the following heading
  ```
  ### Post Audit Messaging

  ```
   - select the green `Comment` button
   - copy the `### Post Audit Messaging` comment link (the comment you just created)
- [ ] Paste comment link in resource 1.0
   - open resource 1.0 in a new tab
   - in the `Details` tab, paste it into cell B14
- [ ] Create the disposal Google doc and custom messages
   - open [Template for Post Audit Messaging](https://docs.google.com/document/d/1JBaV6On9hAJnpH9OoUw3pt-KMcYSo0bEWkUgtIHDzCw/template/preview) (open in new tab)
   - select the `USE TEMPLATE` button
   - rename file by replacing `[Replace PROJECT NAME]` with the project or CoP name you are performing the audit for and replacing `Draft` with ` To Delete`
   - in the right side panel, select the mail merge icon <img src="https://user-images.githubusercontent.com/75643389/227968885-48aa4e40-ff9f-4200-8931-b888004388ee.png" width="20" height="20">
   - in the panel that opens up, select `Emails`
   - choose `SELECT` next to `Select recipients`
   - type/paste the name of resource 1.0 in the search bar and select enter
   - link the spreadsheet by double clicking on the name or  choosing `SELECT`
   - in the same Mail Merge panel, select the down arrow under `Selected sheet` and select `MailMergeData`
   - select `NEXT`
   - *DO NOT select `SEND EMAILS`*
   - select `Preview`
   - if the process works as expected, the text in all the `{{ }}` should be replaced by text relevant to the project or CoP
      <details>
        <summary>See example</summary>
        <img src="https://user-images.githubusercontent.com/75643389/235951726-e4170299-a7be-4daf-ab46-bd84a78dbf99.png">
       </details>
- [ ] Copy the message (`CRTL+A` and then `CRTL+C`) from the preview window
- [ ] paste the message in the `Post Audit Messaging` comment in the issue
   - move to the window with the issue
   - select `Edit` for the `Post Audit Messaging` comment
   - paste the message in the comment (`CRTL+V`)
   - select `Update Comment`
- [ ] Copy the message created for Slack and sent it
   - from the comment you just updated, copy the message under `Slack Messaging` 
   - in another window, access the appropriate project or CoP channel in the HackforLA Slack workspace
   - paste the copied text into a new message window and send the message
- [ ] Delete the Google document you marked `To Delete`
- [ ] Close out this task
_You are done with all the steps in this task. Close it out in the main body of the issue_
   - check the box for `Create and Send Message to PMs via Slack` in the `Recommendations and Next Steps` action items of this issue
   - remove `status: needs post audit messaging` label
   - add `status: waiting on team feedback` label
   - move the issue to the `Questions/Review` on the project board
   - unassign yourself
   - assign the PMs you sent the messages to
   - close the tabs you just opened (message preview window and spreadsheet)
   - hide this comment as RESOLVED, you are finished with this step


TO DELETE
## Create and send message to PMs via Slack
### Create a new comment on the audit issue and paste the link into resource 1.0 
- [ ] Create the new comment
   - in the empty comment below this one, paste the following heading
  ```
  ### Post Audit Messaging

  ```
   - select the green `Comment` button
   - copy the `### Post Audit Messaging` comment link (the comment you just created)
- [ ] Paste comment link in resource 1.0
   - open resource 1.0 in a new tab
   - in the `Details` tab, paste it into cell B14
### Create Post Audit Messaging Document
_In this step, you will create a customized message to send to the PMs of the project or CoP, informing them of the next steps. Please note that you will NOT be sending emails, but will only copy the message shown in the preview and paste it into the `Post Audit Messaging` comment and then in Slack._
- [ ] create the message
   - open [Template for Post Audit Messaging](https://docs.google.com/document/d/1JBaV6On9hAJnpH9OoUw3pt-KMcYSo0bEWkUgtIHDzCw/template/preview) (open in new tab)
   - select the `USE TEMPLATE` button
   - 
   -
   - in the right side panel, select the mail merge icon <img src="https://user-images.githubusercontent.com/75643389/227968885-48aa4e40-ff9f-4200-8931-b888004388ee.png" width="20" height="20">
   - in the panel that opens up, select `Emails`
   - choose `SELECT` next to `Select recipients`
   - type/paste the name of resource 1.0 in the search bar and select enter
   - link the spreadsheet by double clicking on the name or  choosing `SELECT`
   - in the same Mail Merge panel, select the down arrow under `Selected sheet` and select `MailMergeData`
   - select `NEXT`
   - *DO NOT select `SEND EMAILS`*
   - select `Preview`
   - if the process works as expected, the text in all the `{{ }}` should be replaced by text relevant to the project or CoP
      <details>
        <summary>See example</summary>
        <img src="https://user-images.githubusercontent.com/75643389/235951726-e4170299-a7be-4daf-ab46-bd84a78dbf99.png">
       </details>
    - inside the preview window, copy the message (`CRTL+A` and then `CRTL+C`)
- [ ] paste the message in the `Post Audit Messaging` comment in the issue
   - move to the window with the issue
   - select `Edit` for the `Post Audit Messaging` comment
   - paste the message in the comment (`CRTL+V`)
   - select `Update Comment`
### Send message on Slack
- [ ] copy the message created for Slack and sent it
   - from the comment you just updated, copy the message under `Slack Messaging` 
   - in another window, access the appropriate project or CoP channel in the HackforLA Slack workspace
   - paste the copied text into a new message window and send the message
### Close out this task
- [ ] You are done with all the steps in this task. Close it out in the main body of the issue
   - check the box for `Create and send message to PMs via Slack` in the Action items of this issue
   - remove `status: needs post audit messaging` label
   - add `status: waiting on team feedback` label
   - move the issue to the `Questions/Review` on the project board
   - close the tabs you just opened (wiki, document, message preview window and spreadsheet)
   - hide this comment as RESOLVED, you are finished with this step
Clone this wiki locally