7 Tips for Slack - Slack Tutorial 2021

7 Tips for Slack - Slack Tutorial 2021

April 18, 2024
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Author: Big Y

Useful Tips for Slack: Boosting Productivity and Organization šŸš€

Slack is a powerful tool that can help you streamline your work and increase productivity. With so many features and possibilities, it can be overwhelming to know where to start. In this article, we will cover some of the most important tips and tricks for using Slack effectively. From workflows and automations to keyboard shortcuts and third-party integrations, we've got you covered. Let's dive in!

Table of Contents

- **Slack Workflows and Automations**

- **Keyboard Shortcuts**

- **Using Remind**

- **Third-Party Integrations**

- **Customizing Notifications**

- **Being a Messaging All-Star**

- **Preference and Settings Setup**

- **Pros and Cons of Using Slack**

- **Frequently Asked Questions (FAQ)**

Slack Workflows and Automations

Slack's workflow automation is a powerful tool that can help you automate redundant tasks and save time. To use this feature, you will need to be on a paid plan. Once you have access, you can create custom workflows for your team. In this article, we will walk you through the process of creating a basic vacation request form.

To get started, click on your workspace name on the top left of the Slack dashboard and go to "Tools" and "Workflow Builder." From there, select "Create Workflow" and give it a title, such as "Vacation Request." Next, select a shortcut and choose the channel where you want the workflow to be available. In this case, we will select "General" and create the short name as "Vacation."

Now it's time to add steps to your workflow. Select "Add Form" and fill in the required information for your business. This may include the department, dates off, and whether the manager has approved the time off. Once you have completed the form, press "Save" and then "Publish."

Back in your General channel, you will see a lightning bolt on the bottom left of the screen. Click on it and select "Vacation" to access the form you just created. Fill out the form and press "Submit." This will send a direct message to the person responsible for approving vacation requests.

Slack's workflow automation is a powerful tool that can help you automate many tasks and save time. There are many templates available, so be sure to explore them and find the ones that work best for your team.

Keyboard Shortcuts

Using keyboard shortcuts can help you navigate Slack more quickly and efficiently. To access the list of shortcuts, press "Ctrl" and "?" on your keyboard. From there, you can go through the list and see which ones are most helpful for you.

Some of the most useful shortcuts include:

- "Ctrl + Shift + D" to sort through all of your channels and direct messages

- "Ctrl + U" to attach a file quickly

- "Ctrl + B" and "Ctrl + I" to make text bold or italic

- "Ctrl + Shift + U" to add links to the chat section

- "Ctrl + Shift + E" to add new people to your workspace

There are many more shortcuts available, so be sure to explore them and find the ones that work best for you.

Using Remind

Slack's "Remind" feature is a great way to stay on top of important tasks and deadlines. To use this feature, simply type "/remind" in any channel or direct message. You can then specify the message and the time you want to be reminded.

For example, if you need to send social media graphics in three days, you can type "/remind ecommerce-store to send social media graphics in 3 days." Slackbot will then remind you when the time comes.

Third-Party Integrations

Slack integrates with many third-party apps, such as Google Drive and Trello. To add an app, click on "Apps" at the bottom left of the screen and select the app you want to integrate. You will need to authorize the app to access your account.

Integrating Slack with other apps can save you a lot of time and increase productivity. Be sure to explore the available integrations and find the ones that work best for your team.

Customizing Notifications

Customizing notifications can help you stay on top of important messages and avoid distractions. To customize notifications, go to "Workspace" and "Preferences" and select the notifications you want to receive.

You can also add your own keywords for when someone types them, and Slack will send you a notification. For example, if you want to be notified when someone mentions your name, you can add your name as a keyword.

Being a Messaging All-Star

Messaging is one of the key features of Slack, and using it effectively can help you communicate more efficiently with your team. Some tips for being a messaging all-star include:

- Using keyboard shortcuts to edit messages quickly

- Using "/msg" to send a direct message to a specific user

- Using saved messages to quickly access important information

- Adding emojis to your messages to add personality and context

Preference and Settings Setup

Setting up your preferences and settings correctly can help you eliminate distractions, increase productivity, and stay organized. Some tips for setting up your preferences and settings include:

- Hiding profile logos if they are distracting

- Choosing a clean or compact look for messages and media

- Displaying full names for people with the same first name

- Choosing a theme that works best for you

Pros and Cons of Using Slack

Pros:

- Increases productivity and efficiency

- Streamlines communication with team members

- Offers many useful features and integrations

- Can be customized to fit your needs

Cons:

- Can be overwhelming to learn at first

- Can be distracting if notifications are not customized

- Requires a paid plan for some features

Frequently Asked Questions (FAQ)

Q: Can I use Slack for free?

A: Yes, Slack offers a free plan with limited features. However, some features, such as workflow automation, require a paid plan.

Q: Can I customize notifications for specific channels?

A: Yes, you can customize notifications for every channel you are a part of. This can help you avoid distractions and stay focused on important messages.

Q: Can I integrate Slack with other apps?

A: Yes, Slack integrates with many third-party apps, such as Google Drive and Trello. This can save you time and increase productivity.

Q: Can I use keyboard shortcuts in Slack?

A: Yes, using keyboard shortcuts can help you navigate Slack more quickly and efficiently. There are many shortcuts available, so be sure to explore them and find the ones that work best for you.

In conclusion, Slack is a powerful tool that can help you streamline your work and increase productivity. By using workflows and automations, keyboard shortcuts, and third-party integrations, you can save time and stay organized. Customizing notifications, being a messaging all-star, and setting up your preferences and settings correctly can also help you stay focused and productive. With these tips and tricks, you'll be a Slack pro in no time!

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