Create and share custom templates

Note: Templates are being rolled out gradually. We appreciate your patience as we make them available to all customers on our paid subscriptions.

Slack templates bundle canvases, lists and workflows together in a channel. If you can’t find a template that suits your needs, you can mix and match any number of canvases, lists and workflows to create a template customised for your organisation and how you get work done.

Tip: To browse templates created by Slack, click   Templates from your sidebar on desktop. If you can’t see this option, click   More to find it. 

What to expect

• You can add as many canvases, lists and workflows to your template as you’d like.
• When adding canvases and lists, you can choose from those that you’ve created or existing templates. There are seven pre-configured workflows that you can use to send messages to channels and collect information via forms.
• Anyone with permission to create custom templates can share the link with others to use. On Enterprise Grid, owners, admins and template admins can also publish custom templates to the template gallery for members to use.
  

Create a template

By default, all members can create and share custom templates. If you can’t see this option, find an owner or admin to ask for help.

Get started

1. From the   Home tab, click   Templates in the sidebar. If you can’t see this option, click   More to find it.
2. Click Build a template in the top-right corner.
   

Add components

1. Below What’s included, click   Add to template. Then, select
     Canvas,   List or   Workflow.
2. To add a canvas or a list, search for the one that you want to use, or select one from the list. Then, click Add to template.
3. To add a workflow, select one from the list and click Add to template. The workflows available for templates are pre-configured and cannot be customised further. 

Finish up

1. When you’ve finished adding components to your template, click Finish up.
2. Give your template a name and add a description.
3. Add a channel prefix. Prefixes help standardise channel names so it’s easy for people to find channels for projects, processes, etc.
4. If you’d like to, you can give others access to edit your template by adding them as a template manager. Below Who can edit this template?, search for people that you’d like to add and select their names.
5. If you’re on Enterprise Grid, certain people may have permission to publish custom templates to the template gallery for other members of their org to use. To publish your template to the gallery, select Members of [org name] below Who can find and use this template.
6. Click Save template. You can access your custom template from the
     Your templates section of the gallery.

Share a template

You can share links to templates with other people in your workspace or Enterprise Grid org. Anyone with a link to your template can use it when creating a new channel or add it to an existing channel.

1. From the   Home tab, click   Templates in the sidebar. If you can’t see this option, click   More to find it.
2. Click   Your templates.
3. Click the   three dots icon next to a template, then select Copy template link from the menu.
4. Share the link in any channel or direct message (DM).

Tip: For more details on using templates, visit Work with templates in channels. 

Edit a template

To modify a template that you created or that you manage, follow the steps below:

1. From the   Home tab, click   Templates in the sidebar. If you can’t see this option, click   More to find it.
2. Click   Your templates.
3. Click the   three dots icon next to a template.
4. To make changes to the canvases, lists or workflows in the template, select Edit this template. To update the template name, or add or remove template managers, click Edit template name and permissions. Then, click Save changes.
5. To delete the template, select Delete template, then click Delete template to confirm.

Who can use this feature?

• All members (by default)
• Available on paid subscriptions