Quick Start Guide

Last update: July 15, 2021

Up and running in about 15 minutes!

This quick start guide is meant to get you up and running with Rootly as quickly and easily as possible. It will take you from signing up for an account, to creating your first incident in about 15 minutes.

Once you've done that, you should check out our full Setup Guide to continue configuring Rootly for an optimal incident management experience.

Signing Up

First, you'll need to sign up for an account.

On the sign up page, enter your email address and choose a new password. You also have the option of creating an account by signing in using Google or Slack.

Check the box to accept the Terms of Service and Privacy Policy, then click Sign Up.

That's it! You're ready to start using Rootly to help manage your incidents.

If you haven't already done so, we recommend watching the Rootly demo video to learn about some of the features available in Rootly. Once you've watched the demo, the next step is to configure the Slack integration.

Add the Slack Integration

Rootly integrates tightly with third-party services like Slack. Configuring the Slack integration only takes a few minutes.

Once configured, the Slack integration provides additional features such as creating and tracking incidents, adding or gathering information related to incidents, and paging through other third-party integrations like PagerDuty. All right from Slack.

To configure the Slack integration, do the following:

Make sure you're signed into your Rootly account.

In the upper right corner of the screen, click your name, and then Integrations.

On the Integrations screen, scroll down to Available Integrations and locate Slack. Click the Setup button to continue.

You may be asked to enter the Slack workspace you wish to integrate. If so, enter it now and continue.

You will be asked to grant permission for Rootly in the Slack workspace. Click Allow.

That's it! You now have Rootly and Slack integrated to help you with your incident management.

To see the complete list of Rootly commands you can run in Slack, from the Slack interface, type:

  • /rootly help

See the full list of supported integrations if you have other third-party services you'd like to integrate with Rootly.

Now it's time to create an incident.

Create an Incident Using Slack

To create an incident using Slack, type the following command:

  • /rootly create "Help! This is a test incident"

You will be presented with a dialog to enter additional information about the incident, including a description, severity, environment, and so on. If you don't have all of the information for an incident when you create it, you can always enter it later. No additional information is required to create an incident except a title.

When finished adding incident details, click the Create button.

If you selected the option to "Automatically create a Slack channel when declaring a Rootly incident" during configuration of the Slack integration (the default), then a new channel will be created in Slack for this specific incident.

In the Slack interface, you will see information similar to the following:

It is also possible to see all of the current incident information via the Rootly web interface. In the navigation bar, click on Incidents, then Incidents again, you can see the incident you just created.

You can list currently unresolved incidents in Slack by typing:

  • /rootly list

Once you are ready to resolve your incident, you have the option of resolving it via the web interface (discussed earlier in this document) or through Slack.

To resolve the incident via Slack, type the following command in the channel specific to that incident:

  • /rootly resolve

A dialog will be presented where you can enter an explanation for the resolution, and then click Submit. Note that if you select "Mark incident as Mitigated", you will still need to resolve that incident later via Slack or the web interface.

If you aren't sure what command you need to type in Slack, or to see all available commands, type:

  • /rootly help

If you want to learn more about managing incidents through either Slack or the Rootly web UI, take a look at our Create an Incident Page for more info.

Getting Help

To learn more about the features available to you in Rootly, see our demo video.

You can also read the Rootly documentation to learn how to configure and use all of the features available to you with Rootly.

To book a demo for a more personalized tour, or if you still need help, click the chat icon in the lower right corner of the web interface while you're logged in to your account.