Create An Account

Why Slack?

They haven’t taken the time to think how best to use these tools or how they fit into their workflow. As a team, they then don’t have a shared perspective on what these tools are for and how they should be used. With each person then using these tools how they want, the results are frustration, distraction, becoming unproductive, and yes, even people blaming and quitting these tools.

Define How Slack Should Be Used

Slack should NOT be considered the sole communication method for you or your organization. Built to be real-time, it is beneficial to discuss issues that are relevant now. The biggest mistake made is to use it to discuss anything and everything under the sun.

When Slack is used to discuss future tasks, topics that require extensive thought, sensitive items, or to get feedback from people that may not even be available for conversation it creates chaos not clarity. The opposite of the intended effect.

Slack should not become replacements for documents, files, task & ticket systems, and even email. It should not replace other methods of communicating in real-time.

So don't forget to use this tool in conjunction with:

  • Storage (Google Drive, Dropbox)
  • Customer Service (HelpScout)
  • Video Calls (Zoom)
  • Voice / Video Messages (Marco Polo, Voxer)
  • And of course ... real live meetings ...

https://www.fastcompany.com/3046011/best-practices-from-the-most-active-slack-users

Create An Account
  • 1
    Sign up with your work email
  • 2
    Add your name and create password
  • 3
    Add your company information
  • 4
    Set workspace URL

The general rule is that you want to sign up with your work email and create an organization. 

Upgrade Your Plan

At some point you'll want to upgrade your plan beyond free if you want to access your messages after you hit the 10,000 free limit. 

Or add more than 10 app integrations ... 

Set Up Slack on Devices:

Slack for Desktop

Slack for desktop is available in Mac, Windows and Linux computers. Follow the instructions below on how to setup Slack on your desktop computer

  1. Visit the Slack downloads page at slack.com/downloads.
  2. Click Download.
  3. Once the download is complete, open a Finder window and select your Downloads folder. Double click the Slack .zip file to reveal the Slack app icon, if it’s not already there. 
  4. Drag and drop the Slack app icon over Applications in the Finder sidebar.
  5. To launch Slack, just double-click the Slack icon in your Applications folder.

Sign in to multiple workspaces

You can use the app to sign in to multiple Slack workspaces. Click your workspace name in the top left to open the menu, then click Sign in to another workspace… to get started.

Switch workspaces easily

If you’re signed into multiple workspaces, it’s easy to navigate between them by clicking the workspace's icon in the sidebar on the left. You can even use keyboard shortcuts  1,  2, and so on to quickly switch between workspaces you’re signed in to. Just drag and drop the workspace icons to reorder them.

Add Slack to your dock

Once Slack’s running, you can choose to keep it in your dock. Just right-click the Slack icon, click Options and then click Keep in Dock.

Get dock icon notifications

You can set the dock icon to show a red circle when there’s unread activity in Slack. You can also set it to bounce when you receive notifications. Here's how to change these settings:

  1. From your desktop, click your workspace name in the top left.
  2. Choose Preferences.
  3. Click the Notifications tab.
  4. Under Sound & appearance, check the box next to Show a badge on Slack's icon to indicate new activity.

Slack for Web

Connect to Slack from the web on your desktop anytime at slack.com/signin — just make sure you're using one of these supported browsers:

Slack on Mobile

Slack is available in iOS, Android and Windows devices. 

Slack for iOS

Slack for iOS lets you collaborate with the people you work with even when you’re on the move. Download the app for access to your channels and DMs, and get mobile notifications for must-see messages on your iPhone, iPad, and Apple Watch. Read on to learn how to get started.

Download the Slack app

  1. Find Slack in the App Store.
  2. Tap the Get button. Or, if you’ve downloaded Slack before, tap Open.
  3. Tap Open to launch Slack. If you’ve exited the App Store, find the Slack icon and tap it to launch the app.
  4. Sign in with your username and password.

Sign in to a Slack workspace

  1. Open the Slack app.
  2. Tap Sign in
  3. Enter your email address. (We'll be sending you an email!)
  4. On the same mobile device, locate and open your confirmation email from Slack. Tap Confirm Email Address to open the app, or tap Sign in manually to enter your Slack URL and password.
  5. If you have existing accounts, you’ll be signed in to all workspaces associated with this email address. Tap Start using Slack, or Sign In for Enterprise Grid.

    If you don't have an account yet, you'll see the workspaces you're eligible to join. Click Join workspace to create an account. 

    If no existing workspaces and no pending invitations are associated with this email, you can tap either Create a new Slack workspace or Try another email address.

Sign out of a Slack workspace

  1. Swipe left to right until you see the Workspaces menu.
  2. Press and hold on the workspace you want to sign out of.
  3.  Tap Sign Out.

Note: Signing out of a workspace removes it from the Slack app. Once you have signed out of all your workspaces, you will be signed out of Slack on your iOS device.

Slack for Android

On the move? Use the Slack app for Android to communicate with your team from your mobile device. You can access all your channels and direct messages, and receive push notifications for essential messages.

Steps to download:

  1. Find Slack in the Google Play store.
  2. Tap the Install button. Check the permissions that appear, and, if you’re happy, tap Accept.

Sign in to a Slack workspace

  1. Open the Slack app.
  2. Tap Sign in
  3. Enter your email address. (We'll be sending you an email!)
  4. On the same mobile device, locate and open your confirmation email from Slack. Tap Confirm Email Address to open the app, or tap Sign in manually to enter your Slack URL and password.
  5. If you have existing accounts, you’ll be signed in to all workspaces associated with this email address. Tap Start using Slack, or Sign In for Enterprise Grid.

    If you don't have an account yet, you'll see the workspaces you're eligible to join. Click Join workspace to create an account. 

    If no existing workspaces and no pending invitations are associated with this email, you can tap either Create a new Slack workspace or Try another email address.

Tip: To sign in to another workspace, swipe right to open the channel list, tap the    Workspace Menu, then tap the  Add workspace icon. To switch workspaces, just tap the   Workspace Menu again!

 

Sign out of a Slack workspace

  1. Tap the   Overflow menu at the top right.
  2. Tap Settings.
  3. Tap Sign out of [workspace name].

Note: Signing out of a workspace removes it from the Slack app. Once you have signed out of all your workspaces, you will be signed out of Slack on your Android device.

Workspace:

Create Your Workspace

1. First, visit slack.com/create to create a new Slack workspace. All you need is an email address that you can access. 

2. Enter your email address. Make sure it's an inbox you can access for the next step!

3. Slack will send a confirmation code to the email address you entered. Keep an eye on your inbox for the email.

4. When the email arrives, enter your confirmation code to continue.

5. Follow the directions on each page. You’ll have a chance to select a display name, password, and workspace name.

Manage workspace settings and permissions

Before you invite members to join on Slack, we recommend you review your workspace settings. Click your workspace name in the top left to open the menu, then choose Workspace settings. Or, go to my.slack.com/admin/settings 

Note: The default settings and permissions are Slack’s recommended preferences. While they may work for many teams, we understand some may need to adjust to meet their company's needs and policies.

Invite Members to your workspace

There are a few ways to give new people access to join your workspace:

  • Email an invitation to one person or several people at once
  • Share a custom invite link to your workspace
  • Allow people to sign up using their email address
Send a new invitation

By default, only Workspace Owners and Admins can send invitations to new members. But, they can allow all members (except for guests) to send invitations. If you're an Owner or Admin, learn more about changing invitation permissions

Invite members

  1. From your desktop, click your workspace name in the top left.
  2. Select Invite people from the menu. On paid plans, you can also invite guests (read how to do it below). 
  3. Send email invites to one person or many people at once. Enter the email address and full name of the person you’d like to invite. Click Add another or add many at once, if you’d like.
  4. Under Default Channels, click Edit / add to select channels these invitees will automatically join. On paid plans, you have the option to compose a custom message to make your invites more personal.
  5. Click Send Invitations to finish.

Note: Even if members are allowed to send invitations, only Owners and Admins can set default channels.

Invite guests

On the Standard plan and above, only Workspace Owners and Admins can invite Multi-Channel or Single-Channel Guests:

Multi-Channel Guest

  1. Follow steps 1 through 3 under Inviting members.
  2. When asked, choose any number of channels that you want the guest to have access to. 
  3. Set a time limit for how long the guest will have access to your workspace.
  4. When you're ready, click Invite Guests.

Single-Channel Guest

  1. Follow steps 1 through 3 under Inviting members.
  2. When asked, choose one channel that you want the guest to have access to. 
  3. Set a time limit for how long the guest will have access to your workspace.
  4. When you're ready, click Invite Guests.

 

Share an invite link 

You can also create a unique link to share that anyone can use to join your workspace. You can decide whether you want the link to expire after a day, week, month, or never.

  1. From your desktop, click your workspace name in the top left.
  2. Select Invite People from the menu.
  3. Select Members
  4. Click Get an invite link to share.
  5. From the drop down menu, choose when you want your link to expire.
  6. Click Create Invite Link.
  7. Click Copy and share the link with your future members! 

Define Your Channels

Creating guidelines for naming channels is one of the best ways to keep your workspace organized. By using clear, predictable guidelines, members are more likely to ask questions in the right places, connect with the right people, and feel empowered to work efficiently in Slack.

Best practices for naming channels

  • Start with broad channel topics and get more specific as needed
  • Create and share a guide for naming channels with your workspace
  • Encourage all members to stay on-topic

Start with broad channels

Organizing your workspace into basic categories your team already knows will help keep everyone on the same page. Add new channels named for major topics most members are familiar with:

  • Departments (e.g. #design, #marketing, #finance, etc.)
  • Office locations (e.g. #sf, #paris, #tokyo, etc.)

We suggest renaming the #general channel to something like #announcements. Save this channel for workspace-wide messages and alerts.

The #random channel is just that — use it for anything you’d like!

Note: Visit Rename a channel to learn how to change a channel's name.

Create specific channels

Consider using a set of standard prefixes to keep channel names consistent and descriptive. Here are a few of our favorites:

help- To ask questions or find information.Example: #help-benefits, #help-finance, #help-it

team- For groups to coordinate team-related topics and activities.Example: #team-design, #team-support, #team-ops, #team-sales

feat- or proj-  For cross-functional teams working together. Example: #feat-mobileapp, #proj-café-rebuild, #proj-logo-rebrand 

Build and expand

As your workspace grows, it can get harder to keep channels focused and productive. Remember to keep channels broad, and only to add specific ones as needs arise.

For example, when your #sales channel gets too crowded with conversations, add new channels like #sales-training to plan for new hires, #sales-leads to track contacts, and so on!

  • 1
    Create Watercooler Channels
  • 2
    Create Project / Client Channels
  • 3
    Create Alert Channels
  • 4
    Archive Channels

Notification Settings

The irony of setting up an instantaneous communication channel to coordinate your team is that you can quickly become overwhelmed by notifications. 

So it's important to set up some basic filters and boundaries so that you can focus during the day, be responsive to direct inquiries and otherwise enjoy the silence.  

Setting Your Working Hours

It's easy in the digital age to be on call 24/7. But let's be honest, doing so will distract us from doing meaningful work and could lead to burnout. 

So set your hours to a narrow productive window, say 9-5. But I would recommend making the window narrower say 2-5pm so that you can have long blocks of focused and uninterrupted time. If there's an emergency you can still be contacted.

Just make sure that you alert your team. Don't expect them to figure it out. 

Set Your Notification Sensitivity
Only Join Relevant Channels
Show Only Unread Channels
Show All Unreads in Sidebar
Mute Noisy Channels

There are some channels (especially those listening in to other apps) that can produce an absurd amount of notifications. If they aren't relevant to your team it might be best to mute them.

You have a lot of control here.

You can mute channels entirely, or specifically on Desktop or Mobile. 

In most cases it's wise to switch to "Just Mentions" 

Temporary Snooze

Even with these notification settings you might still want to Snooze notifications at unplanned moments. 

Search and Shortcuts

Good Shortcuts

COMMAND + K - switch between channels and DMs. This is MUCH FASTER than looking for a channel's or person's name in the sidebar. Just start typing and hit enter once the name is highlighted in blue.

ESCAPE - mark a single channel as read

SHIFT + ESCAPE - mark all channels and DMs as read (it's like inbox zero but faster)

COMMAND + SHIFT + M - see a list of all your recent mentions

Community Rules

A Lot Can Be Lost In Translation

Slack can create a casual feel and help remote teams connect. Sometimes though relationships can become strained. 

Recover From Chaos

Being Unproductive Is NOT Slack's Fault

It's likely at some point that your Slack communication will become cluttered. 

It's important to occasionally remind the team that Slack is a business tool.

SLACK EQUALS NOW, NOT LATER

When future items are discussed in Slack, important context for that task gets lost in the channel instead of its permanent home (i.e., a card or ticket). By keeping all conversation in a single destination, when that work then comes into focus, everyone has the right context and no one has to go searching for previous conversations.

Pin Important Notifications
KEEP CONVERSATIONS IN CHANNELS

Almost all conversations should occur in a channel. Keeping conversations in channels ensures that all conversations are indexed and searchable. In other words, full context is available and not trapped between team members via direct messages (DMs). For example, a designer and developer, might talk about the nuances of an interaction. If that happens in DMs instead of a channel, a product manager would never know about it. Another developer who might step in to help would also lose that context.

An added benefit to this approach is that it greatly reduces the burden of direct messages. DMs can become overwhelming, especially because people feel they must be responded to, often immediately. By instead mentioning someone in a channel, they can get back to it when they have the opportunity to do so.

WHEN TO TAKE CONVERSATION OUTSIDE OF SLACK

Our general guideline is that if a topic is taking more then ten minutes to discuss in Slack, pop into a Hangout or walk over to someone’s desk. It doesn’t make sense to spend all day pecking away at a keyboard, especially when others may be getting confused or frustrated.

There are also times where it’s just best to stop discussing a topic either in Slack or otherwise. Take a step back and write up a document to clarify your thoughts, how a feature is supposed to work, or the ultimate outcome you’re attempting to accomplish. Then let others digest what you written and schedule some time to talk through it with them. As noted above, remember that Slack should not be the final resting place for important takeaways, action items, or next steps.

On-boarding Team Members

  • 1
    Share This Process Doc
  • 2
    Make It Fun
  • 3
    Introduce Team Leads
  • 4
    Join relevant channels
Make It Fun
  • 1
    All new employees have to Slack a Giphy in the #general channel

Giphy, the app that lets you search animated GIFs from the web, is integrated into Slack by simply typing /giphy and a keyword like “birthday” or “good morning.” It generates a random result that is usually hilarious. “That’s generally a pretty good icebreaker and sets the tone for how we communicate,” he adds. Since Managed by Q installed the Giphy tool, they estimate the animations account for 20% of all messages. “It’s like people forgot how to communicate in complete sentences.”

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