Keep work organised with channels

When work is scattered across emails, chats and calls, it can be challenging for teams to get the context that they need to stay organised.

In this tutorial, you’ll learn how to use Slack to:

  • Communicate in one place
  • Curate and share information
  • Track tasks and deadlines
  • Save time on routine work

 

Communicate in one place

Whether you’re kicking off a new project or your team needs a place for ongoing discussion on a topic, you can create channels to keep conversations organised.

Create a channel

Add teammates

Invite external people

Say that you’re launching a new project. Your first step should be creating a channel to keep related information in one place. Creating a channel by clicking the plus button in Slack
Bringing the right people together in a channel gives teams a shared view of the work being done. When you’re ready to get to work with your teammates, add them to the channel. Adding teammates to a channel by clicking the option in the channel header in Slack
If the project you’re working on involves communicating with people outside your company, use Slack Connect to work alongside external people (like clients, vendors or even customers) in channels. navigating to external connections in Slack to create a channel for working with another company

Tip: Rather than starting from scratch, use our project management starter kit template to set up your new channel with everything that you need to manage a project.


Curate and share information

Make it easy for everyone to get up to speed by adding key information to a canvas. Canvases are surfaces built into Slack (every channel has one) where you can create and share fully-formatted content. You can include key details about your team, upcoming dates, important resources – whatever information that you’ll need easy access to.

clicking the plus button in Slack to create a canvas and add content to it

Tip: Click on the   canvas icon at the top of a channel to open the canvas.

Track tasks and deadlines

Align on and organise work already happening in Slack using lists. Create a list to plan and assign project tasks, or to prioritise upcoming work with your team. H&L_Lists_GIF_16x9.gif

Try it: Click   More in your sidebar, then select   Lists to get started.

 

Save time on routine work

Automate routine tasks and processes so that you can spend more time on the most important work. For example, create a workflow with a form to collect project feedback or set up recurring reminders for your team in a channel.
navigating to Automations from the More menu in Slack to explore ready-to-use workflow templates

Try it: Click   More in your sidebar, then select   Automations to get started.

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