Doc Summary
Setting Up Slack on Your Mobile Device #
It’s recommended to download Slack on your mobile device so you can stay informed and access important updates, such as emergency closings or announcements, on the go.
Benefit: This ensures you’re always connected and can respond quickly, even when away from your desk.
Slack as the Primary Communication Platform #
Slack is the main communication tool used across the office and within the field. It’s important to stay active on Slack to ensure smooth and timely communication with your team.
Note: All important company updates, team discussions, and announcements will be shared on Slack.
Explore Slack Channels #
Once you are logged into your Slack account, take some time to browse through the different channels available in the office. This will help you understand their purpose and how they are used to share relevant information.
Tip: Familiarizing yourself with the channels will make it easier for you to navigate and participate in conversations.
Completing Your Profile #
When setting up your Slack profile, ensure you fill out the “Title” section to indicate your role in the company.
Benefit: This helps both the office and field teams understand your position and who to reach out to for specific matters.
Using Slack to Manage Your Day #
Purpose: Slack offers various tools to help you stay organized throughout your day. Explore notifications, keyword setup, and shortcuts available.
Pinning Important Information #
You can pin important messages or documents to a Slack channel, making it easy to refer to crucial information whenever needed.
How to Pin: To pin a message, hover over the message and click on the three dots icon, then select Pin to channel.
Example: For instance, we have a safety document that outlines the chemicals used in various services. This document is pinned in the CSR/Safety channel for easy access.
Starting Conversations on Slack #
Starting conversations on Slack is crucial for initiating communication, collaborating with team members, or addressing urgent matters.
How to Start a Conversation:
- Click the “+” icon in the sidebar to create a new direct message (DM) or channel.
- Type the names of the people you want to include or select a team channel to engage in broader discussions.
Starring Conversations #
Starring conversations allows you to mark important chats, channels, or direct messages for easy access later. This helps you prioritize critical communication and quickly find ongoing discussions.
How to Star a Conversation #
Hover over the conversation (channel or direct message) you want to star. Click on the star icon next to the conversation’s name.
How to Access Starred Conversations: On the left sidebar, scroll down to the Starred section. Click on the starred conversation to quickly return to it.
Setting Reminders #
Setting reminders ensures that you do not forget important tasks, meetings, or deadlines. It helps you stay organized and accountable.
How to Set a Reminder: Type /remind followed by what you want to be reminded about (e.g., “/remind me to follow up with [Name] in 2 hours”). You can set specific times, dates, and even recurring reminders.
Adding Notifications for Key Words & Phrases #
Adding notifications for key words or phrases ensures that you are alerted when important topics or mentions of specific terms are discussed.
How to Set Up Keyword Notifications:
- Go to Preferences by clicking on your profile picture in the top right corner.
- Select Notifications and scroll down to the Keyword Alerts section.
- Enter the keywords or phrases you want to monitor, and Slack will notify you whenever they are mentioned.
Using Ctrl + K to Get Recent Conversations #
The Ctrl + K shortcut allows you to quickly search for and jump to recent conversations, channels, or messages, saving time when navigating Slack.
How to Use: Press Ctrl + K (Windows) or Cmd + K (Mac) to open the “Quick Switcher”. Start typing the name of a conversation, channel, or person, and select the conversation you want to access.
Forwarding a Message #
Forwarding a message allows you to share important information with another person or team, ensuring clear communication and collaboration.
How to Forward a Message: Hover over the message you want to forward and click on the arrow.
Editing a Message #
Editing a message allows you to correct errors, add information, or clarify your message after sending it.
How to Edit a Message: Hover over the message you want to edit and click the “More actions” (three dots) icon. Select “Edit message”, make changes, and press Enter to update the message.
Professional & Clear Communication #
Use Slack to communicate with coworkers in a respectful, professional, and constructive manner. Messages should be courteous, inclusive, and appropriate for a workplace environment. Be mindful of tone, avoid sarcasm or language that could be misinterpreted, and assume positive intent. Slack is provided as a workplace communication tool and should be used for work-related purposes only. Messages and content shared in Slack should support business operations, collaboration, and professional communication. Personal, non-work-related conversations should be kept to appropriate personal channels outside of Slack.