Slack is a messaging app that almost every workplace group seems to be using, but you're likely reading this now because - for whatever reason - you feel left out of the loop and want to know what all the fuss is about.
To help you navigate those complex waters, we've compiled this handy little guide. By the time you're done reading it, you'll definitely be a Slack pro, and you'll be knocking down your boss' office door by tomorrow morning, desperately trying to convince him or her to get on board.
Note: Throughout this guide, Pocket-lint is using the free version of Slack from the desktop and web apps.
What is Slack?
Slack is basically a messaging app on steroids.
It's meant for teams and workplaces can be used across multiple devices and platforms, and is equipped with robust features that allow you to not only chat one-on-one with associates but also in groups.
You're able to upload and share files with them too, as well as integrate with other apps and services and you can granularly control almost every setting, including the ability to create custom emoji.
How much does Slack cost?
Slack is free - mostly. You'll only be able to browse and search your team's 10,000 most recent messages, and you'll be limited to 5GB of file storage and 10 apps or custom integrations (more on that later).
Currently, there are three pricing tiers available: Free, Standard ($8 or £5.25 a month billed monthly), and Plus ($15 or £9.75 a month billed monthly). A fourth tier, called Enterprise Grid, has bespoke pricing for corporates.
How do you sign up and get started?
If you want to be the administrator of your own Slack team, follow these steps:
1. Go to Slack’s website and enter your email address to sign up
2. Choose a name for your Slack team (ex Workshop Talk)
3. Edit the URL to your Slack team (ex https://workshoptalk.slack.com)
4. Choose a username for yourself
5. Enter emails of associates you’d like to invite to join your Slack team
6. Your Slack team chat will then load in a browser window
7. Go through the brief tutorial that appears next to learn the basics
Slack: Where is Slack available?
Were you invited to join a Slack team?
Those of you who were invited to join a Slack team will get an email with your invite. Accept the invite via the email, then enter a username and password, and you're good to go. Simples, right?
How does Slack work?
Slack left sidebar
Click on your username or the drop-down arrow next to the Slack team name to access a settings menu. From here you can adjust your preferences (themes for the sidebar, messages, emoji style, and more), view your profile and account, access a Help/Feedback page, get Slack apps (more on that later), and set yourself to away. If you're an administrator, you can also access team settings, billing, etc. Team members will only see options to access app integrations, customise slack, and jump to team directory.
Click the bell symbol at the top-right of the sidebar to adjust your notification preferences. You can snooze them, set up a Do Not Disturb schedule and more. When you sign in to Slack for the first time, almost every type of notification is enabled. But the service offers a number of different ways to manage them. Each channel even has individual notification preferences, for instance. To get to those settings, open the channel you want to adjust, then click the name of it at the top of the screen, and select Channel notification preferences.
Everything you've starred will appear above the Channels section and below your team name and username in the sidebar. Stars are a way to mark an item in Slack as important. You can star channels or direct messages to move them to the top of your left sidebar. You can also star messages in Slack so you can easily come back to them later.
Underneath the name of your Slack Team and your own username, you’ll see a section called Channels in the sidebar. Channels are chat rooms. You can name chat rooms based on anything, including a project (screenplay), a topic (music), or a team (sales). And you can make them public or private. If a channel is public, everyone in your team can join, but if it is private, only select people can join. And finally, if you click the Channels section name, you’ll see a new window that lets you browse and sort all channels.
To create a new channel, click the + button next to Channels in the sidebar. You’ll then see options to create a public or private channel. You’ll further be allowed to name the channel, invite others to join, and briefly describe the channel’s purpose.
Below Channels, you’ll see a Direct Messages section in the sidebar, followed by the names of every person invited to your Slack team. Click on any name to send that person a private, one-to-one message. If you click the + button next to the Direct Messages section, a window will open to let you find or start a direct message conversation.
If you’re an administrator, you’ll see a button to invite more people to join your team. This button sits below the Direct Messages section. If you click it, you’ll have three options: full members, restricted accounts, and single-channel guests. The first option gives an invited team member full access to messages and files in any public channel and the team directory. The second option lets the invited team member see only a partial team directory and gives him/her access to select channels and files. And the third option limits the invited team member to messages and files in a single channel.
Quick Switcher: At the very bottom of Slack, there is a Quick Switcher button that lets you, um, quickly jump to a conversation or direct message.
Slack top menubar
Chat room name
The left of the menubar always starts with the name of the room you’re in, whether that be a channel or direct message window. Next to the name, you will see a drop-down menu to access things like view message archives, channel notification purposes, and advanced options. You can even star the channel.
Click the “i” symbol next to the search bar in the menubar to access channel details, such as the purpose and current topic of the channel, any pinned items (more on this later), a listing of all the members who have access to the channel, any shared files within the channel (more on this later), and notification preferences.
Search is one of Slack's key features - both Messages and files are searchable. When you click the search box, Slack will suggest search modifiers to help you narrow your results, and as you start typing in a search term, Slack will show you related channels, team members, and search history. Click the Jump link to view the conversation surrounding a message, or toggle between the messages and files tabs to browse results by type. You can even sort by most recent or most relevant files and exclude channels from search.
Mentions and Reactions
While holding a conversation in a channel, you can type a person’s @username to notify them. You can view your latest @mentions, @channel messages, and any highlight words by clicking the Mentions & Reactions "@" symbol in the top right corner of Slack.
You can add a star to messages, files, snippets, posts, and comments to make those things easier to find. When you star a channel, it appears in the sidebar, but you must click the Starred symbol in top-right of Slack to access other starred items.
The "..." symbol in the top-right corner of Slack brings you to your Flexpane. It holds all your files, lets you access the team directory, and shows you "what's new" with Slack. You can even get to the Help guide.
Team Directory: Slack’s Team Directory gives you a quick overview of everyone in your team and how to contact them. It can be accessed via the Flexpane (“…”) menu in the top right or by heading to your team site. It lists each team member along with their job title and contact details.
Slack chat rooms
To send a message in a channel or a direct message, click within the text field at the bottom, add your input, and hit enter. While holding a conversation in a channel, you can type a person’s @username to notify them.
You can click the emoji button next to the message field to send an emoji. You can also respond to any message on Slack with an emoji reaction. To do that, just mouse over a message and select the Add a reaction icon. Slack offers four different emoji sets: Apple, Google, Twitter, or Emoji One. To pick one, go to the team name to open the Team Menu, then choose Preferences, and select the Messages & Media tab. Under Emoji Style, you can select your preference, and then click the "X" when you're finished. Also, if the administrator allows it, anyone can add new emoji to Slack by going to this URL. You'll then be able to create a custom emoji. Amazeballs.
Uploading and Sharing Files
There are several easy ways to upload any type of file from your computer (document, image, video, link, etc). You can drag and drop the file to the Slack window, copy and paste images directly into the message box, or click the + button next to the message box and select Upload a file. Slack will prompt you to decide where you'll share the file and to add a title and comment. When a file is shared in a channel or direct message, Slack will post a preview of the file. Image files no longer than 6000px on any side will display inline. Don't forget you can also share files from Google Drive, Dropbox, or Box in Slack by pasting a link to the file into the message box.
You can also create a public link to share a file publicly. Just click the file's name to view it in the Flexpane, then, in the More actions menu, click Create public link.
Pinning Messages and Files
If there’s something you need everyone in your channel to see or an important file you want to find easily, it can be pinned to a channel so it’s shown in the Channel details information menu. To pin, hover over it, then click the cog on the right, and choose Pin message. A pinned message will stay there until you remove it.
You can use Slack for reminders. For instance, if you need to remind yourself to publish a story in 30 minutes, you can type "/remind me in 30 minutes to publish" and Slack will privately remind you.
Every message has a timestamp. If you want to be able to reference a specific message later, right-click on the timestamp in Slack to get a permanent URL (or just click on it).
Commands: Here are some chat room commands you need to know:
- To send a notification to everyone in the channel, type "@channel"
- To send a notification to a person in a channel, type "@username"
- Type "@here" to only notify people who are online and active
- To open a new channel, type "/open"
- To drop out of a channel, type "/leave"
- To hide all images and GIFs in a channel, type "/collapse"
- Making your own custom slash commands by going to this URL
Does Slack work with other apps?
Yes. There are dozens of apps you can add to Slack. Doing so allows you to pull in information from other sources, search documents stored in other services, send things like calendar events and reminders to Slack, or add useful features to your team, including voice and video calling.
You can now access Skype, for instance, right from within Slack. Setting up the integration is simple - just visit the Skype integration for Slack product page, and click on the Add to Slack button to complete the setup. Once the Skype integration has been configured, anyone on the Slack team can start a Skype call from a computer by typing “/skype” into the chat. When the call is set up, a join link will appear.
To join a Skype call, you need to be on the desktop in a web browser, or you can use the Skype mobile apps to join from your phone. Anyone can join as a guest from a computer, or sign in with a Microsoft account or Skype Name.
Go to the Slack App Directory to find more apps you can connect to Slack. To visit the App Directory, just click your team name to open the Team Menu, then select Apps & Custom Integrations. There's also this dedicated Slack App Directory website. Keep in mind that Slack integrates with probably every service you use. It works with Google Calendar, GitHub, IFTTT, Mailchimp, New Relic, and more.
There's even an integration called Giphy, for instance, which allows you to drop GIFs into chats by typing "/giphy [search term]". If you're a free Slack user, however, you will only be allowed to add up to 10 apps and integrations.
Can you change Slack's theme?
Yes. Go to the sidebar, then click the drop-down menu next to your team name to access the preferences menu. From there, select sidebar theme and choose from the handful that are provided. You can also use the “customise” option at the bottom to create your own look and feel too.
What is Slackbot?
Slackbot is Slack's built-in robot.
It can help keep notes for you as well as manage private files. Just click on Slackbot in your Direct Messages list to get started. You can also configure Slackbot to respond to your team members via this website. It's easy: enter a trigger word or phrase, and then what you’d like Slackbot to respond with.
Are there any tips and tricks?
Sure are... check out some of these:
1. The Quick Switcher: Skip from channel to channel with ⌘/Ctrl+K.
2. Need to quickly search the channel you're in? Press ⌘/Ctrl+F to search.
3. Send something too soon? Press the up key to edit your last message.
4. Sign in to multiple teams. Click team name, then Sign in to another team.
5. Type "/keys" to open the keyboard shortcuts dialog