Book Image

Supercharge your Slack Productivity

By : Moshe Markovich
Book Image

Supercharge your Slack Productivity

By: Moshe Markovich

Overview of this book

Slack is an online communication tool that allows workplace teams to collaborate efficiently, effectively, and securely. It’s the leading channel-based messaging platform used by millions to align their teams, unify their systems, and drive their businesses forward. As a developer, you can use Slack to create tools such as bots that handle and maintain routine and time-consuming tasks. If you’re looking to set up a Slack workplace or build a Slack bot or app, this is the book for you. In this book, you’ll explore scenarios that show you how to set up a Slack workplace, build a Slack bot, or integrate your favorite tools. You’ll also learn how Slack can help you create a more collaborative, efficient, and coordinated work environment from any location. As you advance through the chapters, you'll find out how to manage your tasks and boost your business productivity by automating the trivial tasks. You'll also cover more advanced features such as using a Slack bot to complete tasks, including automating message responses and accessing personal reminders. By the end of this Slack book, you'll have learned how to use Slack effectively to communicate with your team and build bots and have gained a solid understanding of how the platform can help you to progress in your industry.
Table of Contents (17 chapters)
1
Section 1: Slack Overview
7
Section 2: How to Use Third-Party Applications and Bots
12
Section 3: How to Build Your Own Bots

The anatomy of a Slack workspace

Around 65 Fortune 100 companies and countless others utilize Slack daily, but what exactly is it that these companies use on the platform to keep their team connected? Let's dive into the full anatomy of Slack and its workspace settings. Feel free to bookmark this section as a Slack dictionary for future use when creating your own workspace.

Workspaces

A workspace is the communication hub for your team on Slack and is made up of channels where your team members can connect and work together. Team members will need to create a Slack account once they are invited to join the workspace:

Figure 1.1 – A Slack workspace

Figure 1.1 – A Slack workspace

Workspaces are often named after the company, for example, the Google Workspace or the Amazon Workspace.

Channels

A channel is a single place where a team can share messages, links, tools, and more that are organized around a common theme. That theme is decided by a Slack manager who can create a channel for a particular team, product, or another concept:

Figure 1.2 – Slack channels

Figure 1.2 – Slack channels

Channels can be one of the following:

  • Public and open to all team members in the Slack workspace
  • Private and open to only the team members who are invited to that channel
  • Shared and open to an invited external organization to connect with the internal team

Topics and descriptions

A channel topic delineates what members are working on or discussing in a particular channel. A channel description shares information regarding the intended use of the channel:

Figure 1.3 – A portfolio example

Figure 1.3 – A portfolio example

Topics and descriptions are a great way to create guidance and structure for chatting intra-channel, although companies can also make a random channel with loose guidance to host more watercooler-type conversations.

Here are some examples of channel topics:

  • Announcements
  • Suggestion box
  • Random
  • IT Help

Direct messages

Direct messages are how team members can host private, one-off conversations that don't need to be on a channel:

Figure 1.4 – Direct message channels

Figure 1.4 – Direct message channels

Slack is known for the transparency it provides across a team, keeping everyone in the know and updated. However, some conversations don't require more than a few individuals to take part.

Direct messages can occur between two people or up to eight people at a time.

Calls

Slack calls are how team members can connect via voice or video call directly through Slack. Screen sharing is also available during a call depending on what platform you are using (note that iOS and Android are not able to screen share at this time).

Slack calls mean that your team members can keep their phones for personal use, and they do not have to make calls or send texts to other team members.

Threads

Threads are a messaging functionality and are used to organize discussions attached to an original message in channels and direct messages:

Figure 1.5 – Slack threads

Figure 1.5 – Slack threads

Thread replies don't clutter your workspace and keep everything organized below the initial outreach. Team members can view the entire conversation by clicking on View Thread.

Reactions

Reactions are a quick way for a team member to respond to a message, using the full emoji keyboard:

Figure 1.6 – Reactions in Slack

Figure 1.6 – Reactions in Slack

Reactions are another feature that makes Slack feel like a social network platform with natural, instant, and fun engagement methods.

Team members can see who has left emoji reactions to their messages, leave them for others, and remove them from posts.

Mentions

Mentions are a way to notify team members that a message or conversation requires their engagement. Team members can tag someone using the @ sign and typing in their name, which will then notify the individual that they have been mentioned in a message.

Important note

If there are multiple team members with the same name on your Slack workspace, you will need to select the appropriate individual you want to mention. If you mention someone in a private channel that they are not invited to, this individual will not be notified of the mention.

Notifications

Notifications are Slack's functionality to inform a team member when and where they are needed by others instantly. When creating a profile and deciding on your preferences, you can choose whether to receive notifications by desktop, email, or mobile device. Slack notifications can be customized by channel so that team members can stay up to date in a manner that works best for them.

Search

Searching through your team's workspace gives you quick and direct access to past messages, files, channels, and people:

Figure 1.7 – Slack’s search feature

Figure 1.7 – Slack's search feature

The search feature is one of Slack's most attractive elements for teams because it allows for every interaction in Slack to be archived and then recovered when it is needed. The main navigation bar at the top of the workspace is your direct portal for searching.

You can also search using filters to narrow down precisely what you are looking for in your search.

Apps

Apps allow you to bring tools into your daily communications with teams and, by doing so, streamline your processes even further. Connecting apps to your Slack workspace brings all of the necessary information to one place, leads to quicker and sounder decisions, allows projects to progress more efficiently, and adds fun for the team.

File sharing

File sharing allows you to browse, share, and download files in your Slack workspace to keep all of your relevant documents in one place:

Figure 1.8 – File sharing in Slack

Figure 1.8 – File sharing in Slack

Utilizing the File browser option, you can search through files that you have shared or find those that other members of your team have added. Uploading is also simple, and you can do it by simply attaching a file to a channel or direct message text.

Main menu

The main menu is where a team member can go to personalize the Slack workspace for their needs and best processes. A team member can access their profile to add a profile picture, phone number, and other details. Some of these preferences include setting up notifications, picking a Slack theme, customizing the sidebar, and searching for advanced settings.

Sidebar

The sidebar gives team members direct access to all channels and direct messages they are a part of in the workspace:

Figure 1.9 – The Slack sidebar

Figure 1.9 – The Slack sidebar

The sidebar organizes all recent conversations, mentions, files, and more, making it easy to build upon conversations and move projects forward. The sidebar also gives access to the main menu where team members can adjust their settings and preferences.

Statuses

A Slack status is a simple way to share your availability and accessibility with other team members:

Figure 1.10 – Slack statuses

Figure 1.10 – Slack statuses

A status includes an emoji and short text description that appears when an individual hovers over your workspace status. Popular methods of utilizing Slack statuses include the following:

  • In a meeting
  • Online and available
  • Busy and will respond soon
  • Away from laptop

This overview of various Slack features and functionalities will help you to create a workspace that best fits your team's needs. Now that you understand the basics of Slack, let's figure out whether Slack is the best tool for your team.