SelectMy team isn’t using Slack yet.
These instructions are for setting up a brand new Slack workspace.
input your email, and selectConfirm.
Use your business email, or the email you normally use to communicate with the people on your team.
Check your email for a confirmation code.
When it arrives, enter the code.
Enter the name of your company or team, then selectNext.
Enter the name of a project your team is currently working on, then selectNext.
Enter the email addresses for each of the people on your team, then selectAdd Teammates.
You will be able to add more teammates later on if you don’t get everyone on this step.
Your Slack channel has been set up at this point.
SelectSee Your Channel in Slackto start using it.
SelectChoose a greeting, then select a default greeting for your team.
Edit the greeting if you want to, then selectSave.
SelectStart using Slack for the #your-channel-name project.
key in your first message, then selectSend.
When your invitees start filtering in, this is one of the first things they’ll see.
put in your name, choose a password that you will use to access Slack, then selectNext.
Change your workspace name or URL if you want, or just selectFinishif you’re satisfied.
Your Slack workspace is ready, and your team is all set up.
choose the+located to the right of the main Channels heading.
SelectCreate a channelin the drop down menu.
Enter a name and description for your channel, then selectCreate.
Select theMake privateslider if you want to control who can join the channel.
With this option off, anyone can read and add themselves to the channel.
Private channels are noted with a lock icon to the left of their name in your Channels list.
Open channels will have a hashtag in that spot.
To add people later, grab the channel, then selectAdd People.
Your channel is now ready to use.
choose the name of the person you want to send a direct message.
punch in your message into the text field, then pressEnter.
To add emojis, select thesmiley facebelow the text box, then select one or more emojis.
you’re free to evencreate custom Slack emojisfor your workspace.
To send a document, select thepaperclipicon, then select a file from your gear.
Enter a description for your file, then selectUpload.
you could also place voice and video calls through group direct messages.
opt for+next to the Direct messages section heading.
go for the people you want to add to the group direct message, then selectGo.
The group direct message functions exactly like your one-on-one direct messages.
To call a single team member, open your direct message with that team member, then select theCallicon.
The call will open in another window and connect as soon as the other person answers.
To place a group call, open a channel or group direct message, then select thecallicon.
Group calling is a premium feature that is not available in the free Slack plan.
Alternately, you may find that you have a difficult time figuring out which channels still have unread messages.
Select your workspace name in the upper left corner of the page.
snag the radial next tounread conversations only, orunread conversations plus your starred section.
Set it to one day, then selectSave.
Workspace retention prefs are only available if your organization has a paid plan.
If you want to prevent this from happening, access to Slack and then navigate to slack.com/admin/options.
Scroll down and locateHide your workspace URL form external sites' logs, then selectExpand.
Remove the check mark from the box, then selectSave.
What Are Slack Integrations?
Locate an app you want to integrate with Slack, then selectAdd.
Continue with the on-screen prompts.
In this case, selectAdd X Integration.
If requested, authorize Slack to access your account with the app you are trying to integrate.
Adjust the prefs to your liking, then selectSave prefs.
The app is now integrated with your Slack workspace.
To access these powerful prefs, select your workspace name in the upper left corner, then selectPreferences.
you’re free to also choose what punch in of messages cause desktop notifications to pop up.
TheKeywords box allows you to enter specific important terms that you want to keep a look out for.
Theme
If you want toadjust your Slack theme, just selectThemesorMessages & mediain the preferences menu.
Selecting Themes opens a basic menu that allows you to choose between Slack’s dark and light themes.
If your eyes have trouble with bright, white websites, the dark theme is great.
you’re able to also customize your theme and share it with others if you’re feeling creative.
Slack Communication Tools
Paid Slack teams can use advanced communication tools like Slack Huddles.
Huddles are audio conversations that anyone in a channel can join.
you might also start a huddle from a direct message and even share your screen with other participants.
Paid plans also support video and voice recordings.
All recordings uploaded to Slack come with a transcript, which can be saved in a searchable archive.
Recordings can be scheduled to go public at a specific time.
This feature integrates with tools like Workday so that you could automatically keep all information up to date.
