7 steps to launch Slack

Even when you need to move fast, you can still launch Slack successfully. This guide will help you roll out Slack quickly and effectively to your organization.

Tip: Before we begin, create a Slack channel (call it #proj-slack) with these folks to manage the project all in one place.

1. Give everyone access to your digital workspace

The first step is to make sure everyone who needs Slack will have access to it. You might start with a single department, or go with the whole company.

• First, invite new members
• Then, set up SSO and other administrative settings for your team
• Create user groups for different departments, such as @sales-team or @it-team

2. Create your first channels and support your employees as they get started

Good communication means that all employees know you’ll be using Slack. It also ensures they not only know how to use it, but that they want to.

Start with an announcements channel

• To share an announcement with the whole company, first rename the #general channel to #announcements-company. This channel is where you’ll share important communications with everyone.
• When you send a message to @channel in your new announcements channel, you’ll also notify by email anyone who hasn’t yet accepted their Slack invite. Tagging @channel ensures everyone sees your most important messages—but use sparingly!
• You can restrict posting for your #announcements-company channel to important updates only from internal comms teams and leadership.
• Kick off the #announcements-company channel with a note from your Sponsor. Here’s an example of a welcome message that you can use:

Hi @channel, today is the day Slack officially becomes our digital workspace—welcome!

We’re investing in Slack because how we work together is critical to our success, and we want to provide the best tools available. Slack is a central hub where we can work together, share files, and connect with tools. It will make cross-functional collaboration dramatically easier, and strengthen our culture and team engagement.

Some tips to get started:

• Channels are like rooms to bring folks together in departments, teams, projects, and shared interests
• Look out for key updates in this channel
• Find support in relevant #help channels, like #help-people
• Share what’s working for you in #slack-tips

See you in channel! 👋

Until everyone is on Slack, it’s a good idea to have your Sponsor also send this communication through email. You can also include steps for users on how to log in and get help if they’re having trouble. For example:

To join us all on Slack:

1. Download the Slack apps for desktop and mobile
2. To log in, find the email invite you received or steps from IT
3. Check out Slack’s 101 guides
4. Start by joining your department, team and location channels, then continue browsing and joining other channels in Slack

3. Create channels for work

Default to using channels instead of direct messaging (DMs), preferably public channels where you can. Using public channels means important information can be found by the right people, team conversation can become shared knowledge, and everyone can learn from the context of past decisions.

 

4. Create social channels to stay more connected

 

5. Connect Slack to your other tools

Slack connects with other tools your organization and teams use and brings everything together in one place—providing a better experience for users and driving more value from your existing investments. Check the App Directory to connect the tools you’re already using.

While you can always expand your connections over time, here’s how to build a foundation:

• First, connect with your core productivity tools for files, calls, email and calendar, like OneDrive, Zoom, Outlook, and Gmail.

 

 

• Next, decide on a few key department tools to connect with, like ServiceNow for IT, PagerDuty for engineers, Salesforce for sales, Marketo for marketers, or Envoy for facilities teams.

 

 

• For those who want to build workflows and apps in Slack, there are options:
  • For the non-technical, we have Workflow Builder
  • The more technical folks would love our API documentation – with some creativity and technical chops almost anything is possible

6. Work with customers, partners and vendors in Slack Connect

Slack Connect Direct Messages (DMs) provide an easy way to communicate directly with another individual outside your organization, without ever leaving Slack.

• Be sure that your users are aware that they can connect with their external counterparts in Slack to get work done faster
• Let the other individual know you’d like to connect by sending an invitation for a Slack Connect DM
• Owners and admins can adjust the settings and permissions for Slack Connect DMs

A Slack Connect channel works just like a normal Slack channel, but it connects two or more (up to 20!) organizations. This means a team from your company can communicate with Company B—for example, a customer or vendor—in the same channel.

• Talk to your teams who work closely with external partners (like sales, business relations, buyers, vendor managers – and contractors), and find out if they’d like to move their email conversation to Slack
• Let the other company know you’d like to work together in Slack by sending an invitation for a Slack Connect channel

7. More tips and best practices for working asynchronously in Slack

The above steps give you the foundation to be successful in Slack, which you can build on to do many more fun and interesting things. Here are a few final tips to get going:

• Send a daily update of what you’re working on in team channels, and ask folks to do the same – the /remind command can automate a reminder for everyone to do this at the same time each day, like a virtual stand-up
• Use Slack calls and screen sharing when a quick conversation will help move things along, or use a command like /zoom to start a meeting right from Slack
• In large meetings, use a channel for questions and discussion to allow more people to participate in the conversation
• Use Workflow Builder to collect team feedback
• Install the Donut App so teams can sign up for randomized “coffee chat” pairings
• Keep an eye on Future Forum to stay informed on how companies like yours can make the transformations necessary to thrive in this new economy

Additional resources

• Your guide to working remotely in Slack
• The manager’s manual for remote work 
• Webinar: Getting started on Slack
• 8 apps for Slack that keep remote work on track
• 5 Workflow Builder templates for remote teams
• A guide to Slack connect
• Getting started with Slack Connect
• 20 Slack tips to build a better workplace