Unlock a badge: Continue this tutorial on Trailhead and level up with your new Slack productivity skills.
Create a channel
Channels keep conversations about projects and teams organised in Slack. They’re easy to create, and once they’ve been set up you can add anyone that you’d like:
Click the plus button in the sidebar, then click Channel.
Add people from your organisation if you’re ready to, or wait until later.
Invite your partners
Open the channel that you’d like to invite people to.
Click on the cluster of profile pictures in the top right.
Click Add people.
Enter the email address or name of anyone from your partner organisation that you’d like to invite, then click Add.
Select An external organisation, then click Next.
If you haven’t already given your partner a heads up about working together in Slack, add a note to accompany the email.
Click Send invitation.
You’ll receive a notification when your invitation has been accepted. Once at least one member of the other organisation has joined your channel, they’ll be able to add other people from their workspace if permitted. Please note that admins can restrict who can invite external people to channels, so you may need to ask for their help if you can’t see this option.
Note: Slack Connect is available on paid subscriptions. To try it out, upgrade your workspace.
Get to work
Once your partner has accepted your invitation, you’ll have all of the tools for getting work done in Slack at your fingertips:
Talk live on a huddle Anyone in the channel can start a huddle to meet live. You can use huddles to meet at a specific time, or start an impromptu one to solve a problem or discuss an urgent issue.
Mention specific people Get someone’s attention by mentioning them. They’ll be notified in Slack or by email (depending on the preferences that they’ve set).
Tip: You're not limited to working with only one other company in Slack Connect – up to 250 separate organisations can work together in the same channel.
👏 Nicely done! You’re ready to collaborate with anyone outside your own company, directly in Slack. Have a look at our other tutorials for more details on having meetings and running projects.
