![Now that ‘work from anywhere’ is the new normal,
[employee] access is no longer a given. Further, employee
churn is at record levels. When key people leave the
organization, their expertise goes with them. Both of these
trends will continue and accelerate in 2022, putting both
business productivity and continuity at risk. Internal
knowledge management focused on capturing knowledge
and connecting subject matter experts will be essential to
mitigating this risk.
Gartner, “2022 Planning Guide for Collaboration and End-User Technologies,” Mark Lockwood, Mark Cortner, Darin Stewart, Larry Cannell, Guy Creese, Eric Grenier, 11 October 2021.
1](https://image.slidesharecdn.com/quicktipsandnewfeaturesinslack-221216161358-b149242c/85/Quick-Tips-and-New-Features-in-Slack-67-320.jpg)
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Quick Tips (and New Features!) in Slack
- 1. Quick tips (and newfeatures!) in Slack Slack Community | Phoenix Thu, Dec 15, 5:30 PM (MST)
- 2. Welcome Bryan Quick tips Steven What’s new Steven Q& A Bryan, Steven, Dan Networking All 1 2 3 4 5
- 3. Bryan Collins Chapter Leader Advantive StevenPelham Senior Product Marketing Manager Slack Dan Navarro Senior Product Manager Slack
- 4.
- 5. How are youfeeling this week? 🤩 = 1 😕 = 2 😱 = 3
- 6. Here are threethings I’m thankful for this week… 1. Bryan & Dan: Bryan cares deeply about this group, Dan goes above and beyond to help. They’re both happy people who bring me joy. 1. Slack the product: I want to do a good job at work and get everything done and Slack helps me do that. I know it’ll do the same for all of you. 1. Each of you: I’m very excited to connect with you and to learn from you tonight. I hope this is just the beginning of good times to come.
- 7. Slack is yourDigital HQ Connect your teams, tools, customers, and partners in a digital place that’s fast, flexible and inclusive for a work-from-anywhere world. Why Slack
- 8. Tips Add your wholeteam in Slack Add users to workspace, Slack Atlas, Slack Connect Leverage all aspects of messaging Messaging and sharing files Segment conversations and make search your best friend Channels, threads, search Automate work through workflows & integrations App Directory, Workflows Use async communication to consolidate meetings & updates Huddles, Clips, reactions Manage work easily in Slack Notifications, status, reminders Learn where to go for more Slack tips and help Slack Community, Resources Library, Help Center Tips to set your team up for success 1 2 3 4 5 6 7
- 9. Add your wholeteam in Slack Tip #1
- 10. Search Acme Inc 21| 1 | Track and coordinate social media Acme Inc Matt Brewer All unreads Threads Mentions & reactions Drafts Show more #social-media Lisa Dawson 11:55AM Really need to give some kudos to @zoe for helping out with the new influx of tweets yesterday. People are really, really excited about yesterday’s announcement. Zoe Maxwell 11:55AM No! It was my pleasure! Great to see the enthusiasm out there. Acme Team APP 12:45PM Event starting in 15 minutes: Team Status Meeting 📝 Today from 1:00PM to 1:30PM Harry Boone 12:58PM Quick note: today @Liza will join our team sync to provide updates on the launch, if you have questions, bring ‘em. See you all later… er, in 2 minutes 😅 🎉1 ✨1 👏1 😍 1 Lee Hao 1:45PM Meeting notes from our sync with @Liza Post 1/9 Meeting Notes Last edited just now Message #social-media Harry Boone 10:00AM Look out for a status meeting later today! 🎨️ Marketing team # design-crit # design-team Hubspot 📣 Announcements # announcements # media-and-pr # released # team-sf ❤️Pals Arcadio Buendia, Leland Ygle... Florence Garret 1 # social-media team-chat Lee Hao Lisa Zhang AI It all starts in your workspace Tip #1 Pro Tip At Slack, we have a workspace for each department (marketing, sales, product, etc). Chat with your rep to learn more about Enterprise Grid.
- 11. Invite all teammates to yourworkspace Tip #1
- 12. Invite all external partners and customersto channels via Slack Connect Tip #1 Pro Tip Slack Connect can drive: ● 4x faster deal cycles for a sales team ● Faster ticket resolution for a customer support team ● Average improvement in customer effort score
- 13. Help teammates know whoyou are and what you do Tip #6 Pro Tip Ask your rep about Slack Atlas to unlock team productivity with comprehensive user profiles.
- 14. Leverage all aspectsof messaging Tip #2
- 15. Sending a direct message Tip#2 Pro Tip Using split view, open two conversations or pages and view them both at the same time, without having to move back and forth between them.
- 17.
- 18. Edit or delete messageswhen needed Tip #2
- 19. Schedule messages Tip #2 Pro Tip Ifyou're working after hours or you have a colleague in a different time zone, but you don't want to bother that person after hours, you can schedule send to a more appropriate time.
- 20.
- 21. Segment conversations and makesearch your best friend Tip #3
- 22. Browse for channels that youshould be part of Tip #3
- 23.
- 24. Bring all the neededpeople into a channel Tip #3
- 25. Respond to specific messages with threads Tip#3 Pro Tip Follow / unfollow threads and pin threads to keep an eye on what you want to.
- 26. Let search be yourbest friend for finding everything Tip #3
- 27. Automate work through workflows& integrations Tip #4
- 28. Bring your outside workin via the App Directory Tip #4
- 29. Setup workflows to automate routinetasks Tip #4 Pro Tip Download workflow templates from the Slack website.
- 30. Make workflows part ofyour team’s routine Tip #4
- 31. Leverage apps to take workflowsto the next level Tip #4
- 32. Use async communicationto consolidate meetings & updates Tip #5
- 33. Make audio and videocalls efficient by keeping it in Slack with Huddles Tip #5
- 34. Share an update, showoff your work, give kudos via audio/video with Slack Clips Tip #5 Pro Tip Use Clips to replace certain meetings or updates. You can re- record and even choose the thumbnail for your clip so no pressure!
- 35. Say it withan emoji reaction Tip #5
- 36. Manage work easilyin Slack Tip #6
- 37. Stay in controlof what you want to be notified about Tip #6
- 38. Pause your notifications to getwork done or to take care of you Tip #6
- 39. Update your status tokeep your team in the know Tip #6
- 40. Save important things foryou to come back to later Tip #6
- 41. Send messages to yourself- make it your space Tip #6 Pro Tip Make this your quick reference spot with links to files, messages, reminders, and to-dos, or anything else you may need.
- 42.
- 43. Learn where togo for more Slack tips and help Tip #7
- 44. Join the Slack Community Tip#7 Pro Tip Visit slackcommunity.com to join the Slack Community Slack Workspace. Be sure to introduce yourself in #intros.
- 45.
- 46. Visit the Help Center Tip #7 ProTip Click the question mark icon in the upper right hand corner of your Slack desktop app to open the Help Center right next to your work.
- 47. Tips Add your wholeteam in Slack Add users to workspace, Slack Atlas, Slack Connect Leverage all aspects of messaging Messaging and sharing files Segment conversations and make search your best friend Channels, threads, search Automate work through workflows & integrations App Directory, Workflows Use async communication to consolidate meetings & updates Huddles, Clips, reactions Manage work easily in Slack Notifications, status, reminders Learn where to go for more Slack tips and help Slack Community, Resources Library, Help Center Tips to set your team up for success 1 2 3 4 5 6 7
- 48.
- 49.
- 50. Question for swag… Whatis the only notification sound in Slack that's a real word? Question time!
- 51. Question for swag… Whatis the only notification sound in Slack that's a real word? “Hummus” Question time!
- 52.
- 53. Coworking in huddles GENERALLYAVAILABLE
- 54. 78% want flexibilityin where they work Up from 76% last quarter 95% want flexibility in when they work Up from 93% last quarter Teams are most productive when working when and where they want Source: Future Forum; https://futureforum.com/pulse-survey/
- 55. But the oldways of working are not flexible In-person meeting Synchronous Video meeting Email Asynchronous
- 56. For teams tobe productive in this new world, organizations must embrace flexible ways of working
- 57. Huddles Recreate the lightweight, informaldiscussions you miss from the office And the median huddle is just 10 mins LAUNCHED
- 58. Live conversations andworking sessions where your team already works. Recreate the spontaneous discussions and collaborative moments from the office inside Slack – without the need to coordinate calendars, schedule time, or spin up a meeting in another app. Power side-by-side teamwork from anywhere. Huddles start as audio conversations, but users can opt to turn on video, share screens simultaneously, and send reactions, effects, and stickers for deeper collaboration. Join with context, leave aligned. Links, docs, and notes sent in the huddle message thread are automatically saved in the channel or DM where the huddle was launched for quick and easy reference. Introducing a brand new way of coworking in huddles GA
- 59. Seamlessly start working alongside yourteam in real-time All huddles will start as audio- only conversations in a simple, minimized screen. But soon you’ll have the option to turn on video when you want to fully express yourself and see the real-time reaction of your colleagues.
- 60. A fun, casualspace for coworking Multiple people can screen-share simultaneously, making it easier for you and others to pull up presentation decks and documents to work on together in real time. During a huddle, you’ll have the ability to co-sign a great idea, celebrate a colleague’s win, or share a well-timed joke with stickers, effects, and reactions.
- 61. Join with context, leavealigned with your notes, docs, and next steps Everything you share in the huddle thread—links, notes, chats and more—will get automatically saved in the channel or DM where it was launched, for easy reference.
- 62. Start coworking in huddlesthis fall At Dreamforce, we announced general availability of coworking in huddles. All users will have access to these new capabilities in the coming weeks.
- 63.
- 64. The following informationabout Slack canvas is intended for informational purposes. Please do not rely on this information in making your purchasing decisions. The development, release and timing of any products, features or functionality remain at the sole discretion of Slack, and are subject to change. 092821
- 65. The ways inwhich people work have fundamentally changed Employees are increasingly spread across locations Flexible work requires both real-time and async tools Software proliferation continues to grow Each person has access to only a unique sliver of tools … and this makes managing, finding, and sharing knowledge increasingly difficult
- 66. Free-flowing information isgreat for organizational agility, but can often be hard for workers to manage
- 67. Now that ‘workfrom anywhere’ is the new normal, [employee] access is no longer a given. Further, employee churn is at record levels. When key people leave the organization, their expertise goes with them. Both of these trends will continue and accelerate in 2022, putting both business productivity and continuity at risk. Internal knowledge management focused on capturing knowledge and connecting subject matter experts will be essential to mitigating this risk. Gartner, “2022 Planning Guide for Collaboration and End-User Technologies,” Mark Lockwood, Mark Cortner, Darin Stewart, Larry Cannell, Guy Creese, Eric Grenier, 11 October 2021. 1
- 68. It’s never been moreimportant for teams to be able to manage and share information — no matter what form it’s in or where it was shared
- 69. Curate information theway you want. Canvas supplements real-time collaboration with a permanent place to gather and organize knowledge for any channel or project. Gain insights from your apps in a single view. Anyone can integrate dashboards and third-party apps into canvases, bringing an interactive view of the data employees need to the forefront. Get context and take action, all from one place. When critical context (i.e. an overview of the PTO policy) is paired with accessible workflows (a button to request time off) — all inside a canvas, teams spend less time chasing down information. Meet Slack canvas: a new surface to create, organize and share information in your digital HQ Preview
- 70. Canvas supplements real-time collaborationwith a permanent place to centralize knowledge for any channel or project. Customize and collaborate with: ● Text, files, rich media ● Previews and unfurls for files and links ● Deep-linking to messages, channels, @-mentions, and more ● Rich previews for Slack profiles, Clips and other canvases ● Buttons and forms to launch workflows ● Data from Salesforce Customer 360 and 3rd-party apps Curate information the way you want
- 71. Canvas supplements real-time collaborationwith a permanent place to centralize knowledge for any channel or project. ● Real-time co-editing ● Text and object sections can have comments, which are Slack threads ● Text and objects can be arranged in a grid layout via drag and drop ● Shared with users and channels, including Slack Connect DMs and channels Curate information the way you want
- 72. Paired with theSlack platform, anyone can integrate no-code dashboards and apps into a canvas that preview data from: ● Systems of record like Salesforce Customer 360 (Sales Cloud, Service Cloud, Marketing Cloud, Tableau), and more ● Third-party applications like Google Workspace, Jira and Figma Gain insights from your apps in a single view
- 73. Get context and take action,all from one place With the Slack platform, teams can directly embed workflows – like buttons and forms – into a canvas to streamline and standardize business- critical tasks right from where they’re already reading.
- 74. Every account channelhas a corresponding canvas — surfacing key customer insights and touchpoints. The entire account team can access and interact with opportunity data from Sales Cloud, right from the canvas. Common workflows, such as reporting a customer issue to Engineering, can be launched right from the canvas. Canvas helps sellers better understand their customer, and ultimately provide better service and solutions. Canvas increases productivity for key lines of business Sales: Maximize team effectiveness to close more deals Service: Improve agent onboarding & productivity Marketing: Execute data-driven campaigns that drive growth Managers create an onboarding canvas for every new agent that includes a checklist of items to complete the first week: channels to join, training videos to complete, and files to read. There’s also a button to launch workflows like requesting a corporate phone or submitting PTO. The agent can integrate data from Service Cloud to surface customer insights and track KPIs. Canvas helps service teams ramp up quickly so they can better serve their customers. A marketer pairs a canvas to a Slack Connect project channel to track all the content, files, and data across internal teams and agency partners into one source of truth. In the canvas, there’s quick access to all the relevant workflows to get help from cross-functional teams and a Marketing Cloud dashboard that’s accessible to downstream stakeholders in Sales and CE. Canvas helps marketers work smarter with their partners to build impactful campaigns.
- 75. We’re just getting startedon this journey. Let’s build this together! At Dreamforce, we previewed Slack canvas, and are excited to bring this to market in 2023. Looking ahead, there will be many opportunities to get involved in shaping the canvas roadmap!
- 76.
- 77.
- 78. Question for swag… Slackwas initially developed as a internal tool for a video game, what's the name of that game? Question time!
- 79. Question for swag… Slackwas initially developed as a internal tool for a video game, what's the name of that game? “Glitch” Question time!
- 80.
- 81.
Editor's Notes
- #2 Steven [in-person] Welcome to this session today we’re going to share a few tips on how to help your team be successful in Slack. This session is for all levels- we'll include the basics as well as pro tips for advanced usage along the way. I started using Slack 7 years ago. One day, I was sitting at my desk, working, and a software engineer walks up to me and says, “hey, this is Slack, use it.” And that was my initial Slack introduction and training! By raise of hands - who has been using Slack for: Less than a year 1 year 2 years 3 years 4 years 5 years? [if hands still up, ask how many years] Wherever you’re at in your Slack journey, today we’re going to share tips that you can take back to your team to help them to be successful on Slack. [recording] Welcome to this session where we’re going to share a few tips on how to help your team be successful in Slack. This session is for all levels - we'll include the basics as well as pro tips for advanced usage along the way. To kick things off I want you to look back and think with me for a minute… When did you first start using Slack? Was it less than a year ago? Was it 10 years ago? What was your experience like when you first starting using Slack? Did you receive formal training or did you just figure it out? I started using Slack 7 years ago. One day, I was sitting at my desk, working, and a software engineer walks up to me and says, “hey, this is Slack, use it.” And that was my initial Slack introduction and training! Since then I’ve gone on to learn quite a bit about Slack - so much so I suppose that I’m hear sharing this this training with you today!
- #4 To replace image: Click to select image In toolbar, click “Replace image” Click “Upload from computer” Upload your image. Voila!
- #5 Simplify: Keep section names short and concise — ideally no more than three words Resize tip: When resizing the pill shape, hold option (Mac) or ctrl (PC) to keep it centered
- #8 Steven Alex and I get asked, so what exactly is Slack? Simply put, Slack is your Digital HQ. We do three things that no one else has ever done in the history of the planet - not even digital transformation has achieved this. The first thing is we break down communication and collaboration silos across your organization. Slack channels allows your team to break down those barriers and increase team performance through cross functional collaboration. And we take it one step further - with Slack Connect you can get out of email silos with your customers, partners and vendors and collaborate in a secure place together. Second, Slack helps you embrace flexibility, empowering your people to succeed from anywhere. With flexible tools like Slack Huddles and Clips, your employees can choose where, how, and when they participate and contribute their best work. And third, we're bringing the power of automation to everyone in your company. Our platform gives everyone a chance to automate tasks with our building blocks, templates, and workflows. And we were really thoughtful in designing Slack so that these three pillars that we believe are so important, support one another. Everything is working as one cohesive Digital HQ. …now you may be wondering, that all sounds great, but how does my team actually do that?
- #9 Steven Our goal of our time together today is to help your team to be successful and to make Slack your Digital HQ. To do that, we’re going to share 7 tips to set your team up for success - chances are there are some of these that your team is already doing but I’d venture to guess that your team may not be doing all of these. If you’d like, please feel free to open up your computer and follow along with us to do these things in Slack yourself. These tips aren’t just for you, but are to help your team including those team members who may be newer to Slack.
- #10 Alex Tip 1 - Add your whole team in Slack For Slack to become your Digital HQ, it’s vital that your whole team is in Slack. Now when I say “team” you may be thinking just of those that are near you in your org chart. But it really goes much beyond that - it’s about ensuring that everyone that you work with, including partners and customers, are all apart of your Digital HQ. For example: If you work in marketing, you may work cross functionally with teammates inside and outside of your organization. You may work with internal teams, such as marketing, sales, product, finance. In this case, you can add these folks directly into your workspace. On the other hand, you may also work with external teams, such as ad agencies and consulting firms. In this case you would want to add these external teams to your workspace using Slack Connect. Let me show you how!
- #11 Alex So when we talk about adding your team members in Slack, we’re referring to adding your team members to your Slack workspace. Your Slack workspace is where people can work together, connect all their software tools and services, and find the information they need to do their best work. Pro Tip - if you have Slack Grid, our most advanced plan, you can have multiple workspaces. Often times my clients will create workspaces for each of their departments, like marketing, sales, product, etc. If you’re interested in learning more about this, contact your Slack representative.
- #12 Alex Now, to add your team to your workspace, you do the following: Clicking the name of your workspace in the upper left corner Clicking “invite people to [your workspace] And then by filling out the request information
- #13 Alex So we just covered how to invite your team members internal to your organization into Slack. Now, let’s talk about adding partners and customers that are external to your organization. The way you can invite external partners and customers to channels into your workspace is through Slack Connect. Doing so provides a space to delight customers and develop authentic relationships with partners by meeting them where they already are…in Slack! Adding external partners and customers is easy - simply create a new channel or invite someone to an existing channel as shown in this visual. We’ll talk more about channels in a few minutes. Pro Tip - Slack Connect can drive: 4x faster deal cycles for a sales team Faster ticket resolution for a customer support team Average improvement in customer effort score
- #14 Alex In today’s world, chances are there are other members of your organization who you’ve never met. Updating your profile in Slack to include your display name, profile picture, and other basic information can do you a lot for your teammates. Pro Tip - we have an amazing product called Slack Atlas - which allows users to create rich user profiles with valuable context about colleagues as well as display org charts, all in Slack. Ask your Slack Representative about Slack Atlas to unlock team productivity with comprehensive user profiles.
- #15 Steven Tip number 2 - leverage all aspects of messaging When I was first introduced to Slack, it took me a minute to understand all the awesomeness going on. Here’s a quick refresher on the basics…
- #16 Steven First, sending a direct message. You can kick off a 1:1 conversation with someone by clicking the compose button, typing your message and by clicking send. This same process can be used to send direct multiple-people direct messages with up to 8 people. Direct messages are great for small private conversations between people. Pro Tip - did you know know that you can have two direct messages open at the same time? By holding “command” on a Mac or “control” on PC and you’ll be able to pin any direct message, channel, and more, to the flex pane. https://slack.com/help/articles/201457107-Send-and-read-messages
- #17 Steven Here’s what that looks like… https://slack.com/help/articles/4403608802963-Open-conversations-in-split-view
- #18 Steven Next within our tip of understanding the basics of communication if formatting. There’s a lot that can be done here. Formatting is important because it makes it easy to digest the message. https://slack.com/help/articles/202288908-Format-your-messages
- #19 Steven Next, is editing and deleting a message when you need. If you’re like me, even after proofreading a message, I still find typos. This allows your to go back, edit, or delete. https://slack.com/help/articles/202395258-Edit-or-delete-messages
- #20 Steven Next is scheduling messages. Pro Tip - If you're working after hours or you have a colleague in a different time zone, but you don't want to bother that person after hours, you can schedule send to a more appropriate time. On a frequent basis, I work with someone in each time zone in the US. To be mindful of hours, I’ll type out the message for the person I want to contact but if it’s after hours for them then I may schedule the message to be sent at a time that is more convenient for them. https://slack.com/help/articles/1500012915082-Schedule-messages-to-send-later
- #21 Steven We've shared how to send messages, here is how share files via messages. Sharing files in Slack makes it easy to collaborate, give feedback, and keeps things moving forward. Adding files can be done via drag and drop, uploading from computer, or whenever your files are. This happened to me this morning…. https://slack.com/help/articles/202288908-Format-your-messages
- #22 Alex Tip number 3 - Segment conversations and make search your best friend
- #23 Alex Channels are part of the magic of Slack. Channels help to keep keep conversations focused on certain topics. When channels are organized by topic, each conversation has its place. People know where to go to ask a question, give and update, or just get caught up. With channels Priorities are cascaded more easily and quickly through teams (alignment) Teams can dive in and make progress more quickly when they have a common understanding of the work and a digital office to work from (focus) Decisions are made faster (speed), and It’s easier to get to know your coworkers as humans (culture). The first part of this tip is to browse your team’s channels to find what channels you should be part of. This is done by clicking the plus icon next to channels and clicking “browse channels.”
- #24 Alex In addition to browsing for channels, you can also create a new channel, name it, give it a description to help other people know what this channel is for.
- #25 Alex Where we see magic happen within channels is when all the right people are there. Team members can be added to channels simply my @mentioning them or you can click on the channel name to add them there. In Slack’s Slack workspace, we lean heavily on communicating in channels so in order to provide the most transparent communication possible.
- #26 Alex Next, is threads. Threads allow responses to specific messages. Threads are kicked off by hovering over a message and then by clicking the thread icon. You can also view all your threads in one spot by clicking on “Threads” at the top of the sidebar. Pro Tip - Follow / unfollow threads and pin threads to keep an eye on what you want to.
- #27 Alex Channels and threads will help you easily segmentation conversations in Slack. But what about finding information. Let’s check out this quick video on how to become a Slack search pro…
- #28 Steven Tip number 4 - Automate work through workflows & integrations One of my favorite things about Slack is how it can become the one space where I manage all my work. Everything from my calendar, to documents, to collaboration was all happening in Slack. I want to show you how you can do this too…
- #29 Steven First, use the App Directory to bring outside work into Slack. The app directory is accessed in your sidebar by clicking on “Apps”. From there you will see many different work apps that integrate seamlessly with Slack. Here are a few examples of what this looks like… Sharing and searching for files via Google Drive Quickly finding account details in Salesforce Previewing and getting updates on issues in Jira Starting an instant meeting with Zoom Each of these apps are quick and easy to set up.
- #30 Steven The next way to bring all your work into Slack is with workflows. Customized workflows can be built by clicking on the name of your workspace, selecting tools, then Workflow Builder. Within the Workflow Builder are customizable templates or you can build your own from scratch. Pro Tip - Download workflow templates from the Slack website.
- #31 Steven Once a workflow is created, it’s ready to become part of your team’s routine. You just need to let them know.
- #32 Steven Additionally, your team can also leverage apps to take workflows to the next level. Here’s an example of Pagerduty, Datadog, Polly used to automatically provide updates and collect feedback. Using these apps at Slack
- #33 Alex Tip 5 - Use async communication to consolidate meetings & updates
- #34 Alex First, is by making audio and video calls efficient by keeping it within Slack Huddles. Within any direct message or thread, simple toggle the switch to start an audio or video conversation. Huddles are great for things from 1:1s, to team meetings, to “hey, do you have a sec?” conversations. You can even share your scream to show your team what you’re looking at.
- #35 Alex So let me ask the group - Have you ever been in a meeting and thought “this could’ve been an email”? Well email is so 10 years ago, and Slack is the Digital HQ in our new world, so when you’re in a meeting, maybe you could change the internal dialogue to “this could’ve been a Clip!” So what actually are Clips? Clips are audio and video messages that can be developed and shared directly in Slack. You can use Clips to share an update, show off your work, give kuddos and more. Sharing a clip is easy, simply click the button to record a clip and say what you need to say. You can even share a screen. At Slack, we sometimes have asynchronous meetings where during an allotted time, everyone will record their quick update via a clip and share it out with the team. We’ve seen that this can save time on exceptionally busy weeks. I’ve also found myself that I’m more likely to watch a video clip or listen to a recording. We have a whole session on how how to use Clips to eliminate meetings so be sure to check that out. Pro Tip Use Clips to replace certain meetings or updates. You can re-record and even choose the thumbnail for your clip so no pressure!
- #36 Alex An emoji reaction can often replace the need for a follow-up message. You can use one of the pre-selected reactions or add your own from your own customizable collection of emojis.
- #37 Steven Tip 6 - Manage work easily in Slack This tip is all about smaller tips and tricks to make your working life easier.
- #38 Steven First, stay in control of what you want to be notified about. To access this, click on the name of your workspace in the upper left hand corner, then Click preferences. From here you can change what you’re notified about. I set my notification to only notify of “Direct messages, mentions and keywords.” There are a number of preferences here to allow you to customize your notifications just how you want them.
- #39 Steven Pausing your notifications to get work done or to take care of you is vital. One of the most healthy things I’ve done for myself at work is to pause notifications for times I really need to focus. Here’s an example of my Slack, I use the the status “Focus Time - Slow to Respond” and then pause my notifications for the needed time.
- #40 Steven Talking about statuses, here are the default statuses for the Slack Marketing workspace along with some my statuses I’ve created, including the focus status I mentioned.
- #41 Steven Another part of our managing work easier tip is saving important things to come back to them when you need them. Simply hover over a message and click Save.
- #42 Steven Sending messages to yourself. Within your direct message with yourself is this private space that allows you to draft messages, keep files, take notes, etc. I use this space almost daily. Pro Tip - Make this your quick reference spot with links to files, messages, reminders, and to-dos, or anything else you may need.
- #43 Steven Another way to make Slack work for you is to set reminders for yourself to come back to things later. You can customize exactly when you come back to it.
- #44 Alex Our last tip for today is Tip #7 - learn where to go for more Slack tips and help.
- #45 Alex First, is the Slack Community. This is a place with over 65 hundred Slack users, like you, to share feedback, to collaborate, and to learn from each other. To join the Slack Community, visit slackcommunity.com. Pro Tip - Visit slackcommunity.com to join the Slack Community Slack Workspace. Be sure to introduce yourself in #intros.
- #46 Alex Next, is the Resources Library. The Resources Library houses guides, webinars, and other types of content to share ideas on best practices.
- #47 Alex Finally is to visit the Help Center. The Slack Help Center is essentially the instruction manual for Slack. The Help Center has step-by-step instructions for everything that we talked about today, including quick start guides that can be shared with your team. Pro Tip - Click the question mark icon in the upper right hand corner of your Slack desktop app to open the Help Center right next to your work.
- #48 Alex To recap, here are our the 7 tips we looked at today. We’re confident that following these tips will help to take Slack, your digital HQ, to the next level!
- #49 Simplify: Keep section names short and concise — ideally no more than three words Resize tip: When resizing the pill shape, hold option (Mac) or ctrl (PC) to keep it centered
- #53 Simplify: Keep section names short and concise — ideally no more than three words Resize tip: When resizing the pill shape, hold option (Mac) or ctrl (PC) to keep it centered
- #55 The outcome of the pandemic has shown us what we’ve always known to be true: employees want flexibility. Research shows that knowledge workers are looking for flexibility in where and when they work. There’s been a massive rebalancing of expectations around where work gets done. The last two years have also shown us that employees can be productive outside of the office, working from wherever and whenever is best for them. And in some cases, even more productive than they were in the office.
- #56 It is no longer enough to take everything from the office and make it virtual. Office-based norms have long imposed an unchallenged expectation that work asynchronous work takes place over email meetings between the hours of 9 and 5. And then companies have generally chosen to continue following this logic into the remote/hybrid world. For example, companies have turned all in-person meeting into video meetings. But is really the best way to get work done?
- #57 For teams to be able to be productive while working whenever/wherever they want, they need new, flexible ways of working. The days of emails and 9-5 meetings are no longer the best way to power the productive of teams.
- #58 To provide new flexible ways for teams to work, we launched huddles for simple, lightweight audio only conversation. Slack huddles recreates the informal discussions that individuals and small groups would have in the office - the casual check-in, asking a question, participating in a quick brainstorm. And while millions of people have been using huddles for these quick, casual conversations, we’ve heard that customers that they: Don’t like going through multiple apps to start a meeting Miss the context of a working group when a video conferencing meeting has started, and they lose the notes and work done in the meeting when it’s over Feel that video conferencing feels formal, even if it’s a casual conversation with the team
- #60 Now, teams can seamlessly evolve a discussion in channel — where all the right people and context already are — into a live coworking session But we know that our customers love the simplicity and audio-only nature of huddles, so huddles will automatically start as an audio-only experience in a minimized screen. However, when customers feel that they want to collaborate deeper in the moment, they can simply turn on video and bring the huddle to full screen to tap into more features.
- #61 Now within the huddle, teams can tap into new features to power side-by-side work. Most traditional screen sharing offers presentation-mode only, for one person at a time. In huddles, you can screen at the same time as your teammate, making it easier for you and others to pull up presentation decks and documents to work on together in real time… similar to the way you may have walked up to your coworkers desk in the office with your laptop to glance at each other’s screens and get work done together. We’re also introducing drawing so teams can highlight points of emphasis and certain visuals. We’re bringing some of that reacji magic into huddles with emoji, effects and “stickers”. During a huddle, you’ll have the ability to co-sign a great idea, celebrate a colleague’s win, or share a well-timed joke with emoji and effects.
- #62 In huddles, your conversations and files will flow in an organized and searchable way, the same way they do in channels. This is all made possible through a message thread where everything you share in the huddle—links, notes, chats and more—will get automatically saved in the channel or DM where it was launched, for easy reference. Teammates in a channel or DM who aren’t in the huddle will be able to reference live messaging threads, allowing them to see the conversation update in real time and decide whether they want to join. Or they can also read the thread later, catch up asynchronously, and chime in at a time that works best for them. You can even give your huddle a name to provide added context to participants and pin the message thread to the top of a channel or DM for ready access.
- #66 Market context: The ways in which people work have fundamentally changed… in ways that make managing, finding, and sharing knowledge increasingly difficult. Employees aren’t all in the same location → there’s no longer easy, reliable access to their peers and subject matter experts Communication happens not just synchronously but increasingly asynchronous → you can’t always stop by someone’s desk or call across the conference room. Teams use too many tools → The average enterprise uses over 1,000 tools, and growing Teams have different access to tools /tech stacks → info is siloed across teams and locked within tools
- #67 When information flows quickly it’s generally good. It means your teams are agile, decisions are getting made, and you can ultimately better serve your customers. But in the modern business world, this firehose of information can quickly become overwhelming for any individual or team to stay on top of. Too often, workers feel like if I missed a piece of information in real-time, I may never see it again.
- #69 It’s never been more important for teams to be able to piece together information — no matter what form it’s in or where it was shared. Because Slack is your DHQ - there’s an opportunity to bring in richer tools to help people in the way that works best for them, their team, and the project at hand - no matter how or where people work
- #70 If Slack is your DHQ, the place where work happens - canvas is where information is created, organized and shared across teams Curate information the way you want Canvas supplements real-time collaboration with a permanent place to gather and organize knowledge for any channel or project. Gain insights from your apps in a single view Anyone can integrate dashboards and third-party apps into canvases, bringing an interactive view of the data employees need to the forefront. Get context and take action, all from one place When critical context is paired with accessible workflows — people spend less time chasing down information and more time executing.
- #71 What can I put in a canvas? Add text, images, files, and links Embed media like Clips and video Link to items in Slack, like channels, Atlas profiles, and Slack messages Pull in data from systems of record like Salesforce Customer 360 (Sales Cloud, Service Cloud, etc) or tools like Google Workspace, Jira, and Figma Workflows that streamline business-critical tasks through the click of a button
- #72 Notable features and capabilities: Real-time co-editing Text and objects can be arranged in a grid layout via drag and drop Text and object sections can have comments, which are Slack threads Editors can view the full revision history of a canvas iOS and Android support for: Full viewing parity Basic text editing and formatting Shared with users and channels, including Slack Connect DMs and channels Support editor and viewer access levels
- #73 Slack apps are great at directing focus to things that require your attention through notifications and messages — like when a Service Cloud ticket is ready for case swarming. But what if you wanted to view all of the tickets that have come in over the course of a project? With the Slack platform, you can pull in data from other systems of record like Salesforce or third-party apps into a canvas that can be easily updated, refreshed, and shared with other teams. When it comes to surfacing insights locked within your tools, Canvas helps teams arrive at the answer without having to know what questions to ask.
- #74 For most knowledge workers, taking in information is only one part of their jobs. Reading documents, watching clips, analyzing data are a means to gain context; but they’re often ultimately looking to complete some sort of task — making a request, capturing new information, and so forth. Using the Slack platform, teams can directly embed workflows in canvases to streamline and standardize business-critical tasks right from where they’re already reading. Whether it’s reading up on an account to update an opportunity or reading about the company phone policy before submitting a request, it’s easy for anyone to go straight from consuming information, to acting on it. When critical context is paired with accessible workflows — people spend time chasing down information and more time executing.
- #75 Note - Coming soon: We will be adding in illustrated slides to show how canvas addresses the specific Sales, Service, and Marketing use cases outlined on this slide.
- #76 Internal note: We're planning to open a limited customer beta pilot after Dreamforce. To learn more about how to nominate your customer for the pilot, please follow the nomination process in the channel canvas/workflow in #gtm-canvas-pilot and work with Brian Richards (@brichards)
- #77 Simplify: Keep section names short and concise — ideally no more than three words Resize tip: When resizing the pill shape, hold option (Mac) or ctrl (PC) to keep it centered
- #81 Simplify: Keep section names short and concise — ideally no more than three words Resize tip: When resizing the pill shape, hold option (Mac) or ctrl (PC) to keep it centered
- #82 Alex Thanks for joining us!