Connecting to other services with your Slack account is a simple and secure way to start using other tools in Slack. Read on to learn how to sign in to or sign up for other services with your Slack account. Before you start working in Slack with your team, take a few minutes to set yourselves up for success. Get the whole team on the Slack apps for desktop and mobile. This ensures that everyone can reach each other and unlocks the easy, real-time communication that Slack is known for. Slack is a communication tool that is created to streamline and simplify conversations. It's similar to other messages apps with the benefits of being searc. How to use Slack: tips and best practices Although Slack itself is pretty intuitive, using the platform to its fullest potential means understanding its best practices. Here are some quick tips for making sure that your team uses Slack in a meaningful way.
Last updated on March 30, 2020 - My Free Marketing newsletter đ
I â€ïž Slack.
Work in channels. What is a channel? The #general channel. Leave a channel.
Our entire 50-person, 8-figure team at Sumo and AppSumo use the Slack app religiously. And so does my small team at OkDork.
Slack helps us:
- Coordinate projects in real-time â much quicker than email
- Manage our to-dos easily
- Have a little fun (because business isnât always serious, you know? đźđđȘ)
- And tons more...
Whether youâre about to use Slack for the first time, or youâve been using Slack for awhile, Iâm going to show you 19 tips to do more on Slack easier and quicker.
You'll learn...
- How to stop distracting notifications (and get more done)
- Save TONS of time with super easy keyboard shortcuts
- Some easy tricks to save notes in Slack â so you can keep everything organized easily in one place
- Plus more
Let's dive in.
19 Productivity Tips to Help Your Team Get the Most from Slack
1. Use Slack in your browser
I used to keep Slack constantly open in the dock bar of my MacBook. The little red icon would be a distraction whenever I wanted to get something done.
Even if I tried to ignore Slack's constant pings, I couldn't resist.
When I started optimizing my MacBook, I made a big change: I removed Slack from my dock bar.
I recommend you remove Slack yourself so youâre less likely to be tempted to check it and distract yourself. A better option I've been testing is to use Slack in your browser, rather than the desktop app.You can open and close the page as you need to check in with your team.
Plus, if youâre like me, youâll probably have too many browser tabs open and probably forget about checking Slack while youâre grinding...
2. Disable notifications
I try to keep disruptions to a minimum. (This is why I disable iPhone notifications.)
Slack is no different.
With notifications switched off, I push myself to only open Slack when I have a purpose.
- If I have a question for my team
- If I have to update a team member on project status
- If I want to post a cool link for people to learn something new
Using Slack
This means Iâm not constantly distracted by updates and messages while Iâm trying to focus.
To set up my Slack notifications for optimal focus, when I use the desktop app, I turn off all desktop notifications.
Pro tip: Use Command + , to open up the preferences in Slack in macOS.
Then, I continue optimizing notifications...
- Mute most channels so I'm not bothered
- Disable the red icon to hide unread activity
- Mute all sounds within Slack
You can also experiment with more notifications settings in Slack's âPreferencesâ menu.
BONUS: Get time-saving tips for Google Chrome next |
3. Set highlight words
By default, Slack notifies you anytime your name and username is mentioned.
But maybe, you want to stay in the loop on keywords or phrases. For example:
- Site down
To stay on top of important notifications without getting distracted by unrelated conversations, set your âMy keywords.â
To set highlight keywords:
- Open up Preferences
- Click the Notifications tab
- Find âMy keywordsâ and enter words and phrases youâd like to be notified of in the text box
I have a few keywords to alert me to any issues... or grab a bite to eat.
Pro tip: If you NEVER want be notified for any highlight words (only have notifications when someone pings you directly), you can clear out your highlight words.
4. Quick edit with just one key
Here's why I like Slack more than email: You can edit any Slack message you write.
- Ping the wrong person?
- Misspelling?
- Pasted the wrong link?
No problem, you can edit or delete your message with one quick key.
To quickly edit without leaving your keyboard, click the up arrow on your keyboard in the channel you typed the message, and Slack will automatically open the editor.
Pro tip: After you edit your message, you can just clickâEnterâ to easily save the message without leaving your keyboard.
Using Slack Api
5. Set a reminder using Slackbot
Slack How To
When you create Slack account, youâll be partnered with a helpful assistant named @slackbot. Most people take one quick glance at Slackbotâs tips... and then ignore him forever.
Poor, lonely Slackbot. đ
Not only does this hurt Slackbotâs feelings, but youâre missing out on the Reminders functionality of Slackbot â which can be a HUGE time-saver.
Forget creating a to-do list in your iPhone, copy-and-pasting in Evernote, or creating a calendar event to remind yourself.
Instead, go to Direct Messages and select Slackbot (usually the first option), and type the following:
/remind [me / @someone / #channel] [what] [when]
Hit Enter, and your trusty sidekick Slackbot will handle the rest.
Here are some reminders I use:
- /remind me to drink water every weekday at 3pm
- /remind @brandon to update me on the latest video tomorrow
- /remind #general itâs Ashâs birthday today
Pro tip: At Sumo, we have a number of tasks and meetings on a weekly basis. We use Slack to automate the reminders.
For example, hereâs our weekly reminder to share any kudos and praise in our Monday meeting.
6. Catch up on Slack at set times
One of the best email hacks out there is to only check in on your scheduled at set times. The same applies for Slack.
Only check Slack when youâre not trying to focus on super important, high-focus work. You could even go as far as to set times when youâll be active and online.
I try to check Slack three main times:
- Again at lunchtime
- Just before I head offline for the evening
I try my best to stay disconnected and put my full focus into my important tasks during âoffâ times.
(Sometimes it works well... but sometimes I cheat and check messages during other times⊠đ )
You can also set âDo Not Disturbâ times on Slack to optimize focus.
This is one of my favorite features, and I tend to block out notifications during work hours so that I can fully focus on my most important tasks.
To do this, click the bell icon next to your team name and select âDo Not Disturb scheduleâŠâ
Next, Under Do Not Disturb, select your preferred hours for silencing notifications from Slack.
With pre-defined times to check Slack + a âDo Not Disturbâ schedule, you'll be able to more clearly focus on your work and important deliverables.
7. Jot down quick memos or notes
Tired of switching between apps when you want to save a quick note or jot down some ideas?
Me too.
Just like with Slackbot reminders, you can make life easier by consolidating your note-taking to Slack.
All you need to do is direct message Slackbot (or yourself), and your notes will stay there forever.
If there are certain notes you want to highlight, you can easily Star them to revisit (or set yourself a reminder to check them again soon).
Here are the types of notes I record in Slack:
- Passwords
- Meeting notes
Pro tip: During your next meeting, write some notes for yourself using Slackbot. As a bonus, set a reminder with Slackbot in 1 week to revisit your notes.
8. Star important messages
One of my favorite features in Slack is the Star beside each message.
Clicking the Star allows you to bookmark any important message â and keep all these important messages in one place.
These starred messages will save in âStarred Itemsâ in the top right corner of your Slack window. You can keep everything easily accessible from your Starred Items menu:
Using Slack For Business
- Messages from other people you need to remember
- Important links or resources you constantly need
- Passwords or other information you reuse again and again
Pro tip: Star important messages, like useful links, project ideas, or to-do items you want to do later. This helps cut down on keeping a Google Doc or notepad list with random ideas.
9. Add emojis to the latest message (with autocomplete!)
Who doesnât love emojis? đź đȘ đ
Most Slack users have fun with the hundreds of emojis to choose from (our team at Sumo has found creative uses for dozens of them).
But with so many emojis to choose from, itâs easy to get lost trying to find the one you want.
Instead of clicking on the emoji icon and wasting time looking, you can use an emoji keyboard shortcut.
Simply type +:[character] and start typing to find what youâre looking for â Slack will autocomplete the rest.
For example, if you start typing +:t, youâll see emojis for taco, thumbsup, tada, and more.
When you find what youâre looking for, you can just click the âTabâ key to autocomplete the emoji.
Then, pressâEnterâ to send the emoji... all without leaving your keyboard.
Use this shortcut to your advantage when looking for emojis. Emojis can take cold, boring text and make it more fun. đ đ đ
10. Only show unread channels
If you work for a larger organization, you might have hundreds (or thousands) of channels.
Even with our small team at OkDork, we have tons of channels:
- #general
- #random
- #podcast
- #optimizations
- #advertising
And more.
If you're a member of more than 5 channels, I recommend you set your side panel channels only to show unread channels. Then, Star any channels or direct messages you want to lock in place.
To do this, go to Preferences > Advanced > Channel List and select âMy unreads, along with everything Iâve starredâ.
This helps keep your channel sidebar list clean and not distracting.
Click here for Google Chrome tips to 10x your productivity |
11. Send direct messages via any text box
Want to send a quick message to a team member without having to find their name in you Direct Messages list?
As your team gets bigger, and your Direct Messages list grows, it can be a PITA to send a message:
- Scroll through your DM list
- Try to find your team member
- Don't see them in your sidebar, have to search for them
Instead of wasting time searching, you can message ANYONE from ANY channel using the â/msgâ command.
Pro tip: All you need to type is /msg @user [your message] from any channel or direct message, and itâll be sent to the right person
12. Go straight to the last unread message
Trying to find a thread after you left the conversation can be annoying.
Who wants to scroll all the way down multiple channels?
This shortcut keyboard shortcut will save you the headache of searching. Instead, you'll automatically jump right down to the latest message.
- Mac: Option + Shift + â
- Windows: Alt + Shift + â
Pro tip: Use this shortcut to quickly scan between latest unreads in any channel, especially if itâs #general or #random chats that can get a bit noisy.
13. Go back to the previous channel or message
As your team grows, or you join more organizations and groups using Slack, your number of channels also grows.
And with more channels, it means more jumping back-and-forth trying to track everything going on.
Instead of clicking around like a madman, use the following key combinations to switch between your current and previous channel like a pro
- Mac: Command + [
- Windows: Alt + â
Pro tip: Think of this like the âbackâ and âforwardâ buttons on your Internet browser. Save time, especially if youâre chatting with one colleague and then jumping to a convo with another person.
14. Move up and down your sidebar easily
Using your mouse to click on a Channel or a direct message is fine⊠but you want to be a pro, right?
When youâre in the flow, you donât want your fingers to leave the keyboard.
Use this shortcut to move up or down the messaging list quickly.
- Mac: Option + â or Option + â
- Windows: Alt + â or Alt + â
Pro tip: Jump back-and-forth between different conversations with people who are pinging you â without taking your hands off the keyboard.
15. Jump into a conversation
Looking to jump to a conversation with a team member, but donât want to use the âmoving up and down the listâ shortcut until you find them?
Thereâs another solution.
Use Command + K on macOS, or Ctrl + K on Windows, and youâll see a search box pop up.
Type in any character and select a channel or a team member you want to message.
Pro tip: This can be the quickest way to find a team member without having to search their name in your sidebar. Use it often to save time.
16. Search for keywords
Searching for conversations about a certain project or topic?
Thereâs an easy keyboard command for that:
- Mac: Command + F
- Windows: Ctrl + F
The search window appears right away, and you can plug in any keyword youâd like.
Pro tip: You can also use some advanced search functionality in Slack to save even more time. Here are advanced search queries and commands to use in Slack.
17. Type '/shrug' in the text box to create: ÂŻ_(ă)_/ÂŻ
We all need to shrug every now and then, right?
18. Mute distracting channels in channel settings
Ding!
Ding!
Ding!
Sometimes, youâll have someone on your team who loves to chat, and you hear constant, distracting notifications.
Or sometimes, your team members are discussing a project you arenât involved in.
Frankly, itâs annoying and distracting to receive every notification from these unrelated conversations or unimportant channels.
To stop receiving notifications from a specific channel, go to the channel setting, and mute the channel. Peace of mind.
Pro tip: Even when a channel is muted, youâll see an in-Slack notification by default when your name or username is mentioned (unless you turn off default highlighting).
19. Edit your notification preferences
Muting a channel is the first thing you can do with notifications, but you also donât want to miss out on your other preferences.
You can also change how your notifications are handled:
- Alert for just your name or username, or a keyword, or all channel activity
- Mute @here and @everyone messages
- And more...
To make it easy to change your notification preferences, hereâs the keyboard combination:
- Mac: Command + ,
- Windows: Ctrl + ,
You can set your notification display and sound in the Preferences menu which pops up.
Personally, I usually block all notifications in the preference setting because I donât want to get disturbed.
When I need to check any conversation or update I do it intentionally, instead of being distracted during my main grinding hours.
Pro tip: Set your âDo Not Disturbâ period so your team members donât expect an immediate reply from you. If you want to go full head-down mode, turn off all notifications.
Now You Can Slack Like a Pro
Using the 19 tips we outlined, youâll MASSIVELY improve your communication with your team, your productivity⊠and youâll save yourself the annoyances of normal Slack use.
Letâs recap:
- Use Slack in browser
- Disable notifications
- Set highlight words
- Quick edit with just one key
- Set a reminder using Slackbot
- Catch up on Slack at set times
- Jot down quick memos or notes
- Star important messages
- Add emojis to the latest message (with autocomplete)
- Only show unread channels
- Send direct messages via any text box
- Go straight to the last unread message
- Go back to previous channel or message
- Move up and down your sidebar easily
- Jump into a conversation
- Search for keywords
- Have fun with /shrug
- Mute distracting channels
- Edit notification preferences
What's next?
If you made it this far, I have a bonus for you.
BONUS: I want to hook you up with $100 in free Slack credit. When you click here, youâll get $100 in free credit when you upgrade to a paid plan.
- Leave a comment below with your favorite learning from this article
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19 advanced @Slack tips to save time and get more done. https://t.co/QHAYVqUjaCpic.twitter.com/Md9LVsqbwQ
â noah kagan (@noahkagan) July 27, 2017