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How to Slack :without_really_trying:


1st Edition Sept 2017 This book has not be produced by Slack. Slack’s online instuctions have been used for reference and simplified for the purposes of this book.


:table_of_contents:

01 #getting_started 01.1 creating a team 01.1.1 inviting people to your team 01.2 creating a profile 01.2.1 editing your profile 01.2.2 creating a status 01.3 creating a channel 01.3.1 creating a private channel 01.4 creating a direct message 02 #the_basics 01.1 sending a message 01.2 editing a message 01.3 uploading a file 01.4 creating a channel 03 #admin_functions 03.1 adding new members 03.2 archiving a channel 04 #random 04.1 adding custom emojis


01|#getting_started

01.1 creating a team ( the entirity of your group on slack ) 1. go to slack.com

2. click get started 3. click create new slack team 4. enter your email address (your chapter address is suggested); click confirm 5. enter the six-digit confirmation code (you will recieve this in your email); it will automatically enter 6. enter your first and last name as you’d like it displayed; create a username (this should both depict your name and group) 7. create a password; click continue to team info 8. answer “What will you use Slack for?” (work, school, shared interest group, other...aias is considered a school group) 9. answer “How big is your shared interest group?”; select amount; click continue to group name 10. create a group name; click continue to team url 11. create a team url (ex. aias.slack.com); click create team

01.1.1 inviting people to your team 1. click + invite people (under direct messages, above apps) 2. a window should appear within your window 3. enter the email address and name of invitee 4. when done, scroll to the bottom of the page and click send invitations OR 1. click on the :down_arrow: next to your team name 2. select invite people 3. enter the email address and name of invitee 4. when done, scroll to the bottom of the page and click send invitations

01.2 creating a profile ( your personal account ) ...if someone else has already created the team and hasn’t sent you an invite, here’s how you join 1. go to slack.com 2. click get started 3. click join slack team 4. enter your email address; click confirm 5. an email will be in your inbox; click confirm email address 6. click ____ 7.


01.2.1 | editing your profile 1. click on the :down_arrow: next to your team name

2. click profile & account 3. click ‘edit profile’ 4. edit your profile

01.2.2 | creating a status 1. click on the :down_arrow: next to your team name

2. click ‘edit status’ 3. select a suggested status or create a custom one

01.3 creating a channel ( a conversation about a single topic that is open to all) 1. in the side bar next to the title ‘channels’ you will see a :+_in_a_

circle_icon:, click the + 2. keep the channel public 3. name the channel with something clear and concise (ex. #firm_tours) 4. set a purpose for the channel (this is where you can add further information to define the channel) 5. invite team members (more can be added later) 6. create channel

01.4 creating a private channel ( a conversation between two or more people that is only accessable to those people ) 1. follow the same procedure as above, but change step 2 to make the channel private 01.5 creating a direct message ( a conversation between two people that is only accessable to those people ) 1. in the side bar next to the title ‘direct messages’ you will see a +

in a circle icon; click it 2. type the name of the team member who you would like to start a direct message with 2.1 if you would like the conversation to include others you may add them here 3. click go

03|


02|#messaging_basics 02.1 sending a message 1. type into the message box what you would like to say

2. press enter or click send button to send

02.2 editing a message 1. hover over a message that you have sent

2. click the :three_horizontal_dots: button 3. select edit message 4. press enter or click :send_button: to resend

02.3 alerting team members 1. if you want to make sure all team members see your message

simply include: @channel 2. if you want to contact a specific member on a team, do the same thing, but write their username instead (ex. @username)

02.4 starting a thread ( a series of responses to a single message ) 1. hover over the message you would like to start a tread off of

2. click the :message_bubble: icon 3. type what you would like to reply to thread 4. press enter or click :send_button: to send


03 #admin_functions 01.1 | Adding New Members 1. to add

01.2 | Notification Settings 01.02.1 | General Team 1. click on the :down_arrow: next to your team name

2. click preferences 3. this should automatically open to notifications, if not click notifications 4. here you can select what you would like to notify you (you can only change these settings for yourself... sorry)

01.02.2 | General Team 1. click on the :gear: on the right of the top bar

2. click notification preferences 3. a window will pop up and give you options to mute the channel, as well as choose if you’d like to get notifications for all new messages, just mentions or nothing, for both desktop and mobile versions of the app 4. after you have finished setting the settings accordingly, click done

01.3 | Archiving a Channel 1. click on the :gear: on the right of the top bar

2. click additional options 3. click archive channel

01.4 | Deactivating an Account 1. to archive


04|#random

04.1 adding custom emojis 1. next to your team name is a :down_arrow:; click it

2. in the drop down menu you will see go to cutomize slack; click it 3. this will bring you to directly to the webpage 4. simply choose a name for your emoji (this can only be named a channels are names (ex. aias_logo) 5. upload an image that has a maximum width and height of 128 pixels 6. click save new emoji; it will appear as shown below

04.1.1 deleting custom emojis 1. go to the same place as when you created them (see above)

2. click the :x: at the end of the line

04.2 | using custom emojis on your mobile devices ...you’ll notice that your custom emoji won’t show up on your phone, but

you can still use them! 1. type :emoji_name: (ex. :burritto:) 2. emoji will appear 3. click emoji

04.3 | pinning messages 1. hover over a message

2. a star will appear; click the :star:

04.3.1 | finding pinned messages 1. click the star in the top right corner of the menu bar


Profile for Shelby Pollack

How to Slack (In Progress)  

This is a basic guidebook that I made to help others quickly learn how to use Slack. All the information in it is from my own experience wit...

How to Slack (In Progress)  

This is a basic guidebook that I made to help others quickly learn how to use Slack. All the information in it is from my own experience wit...

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