Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse...

8
1 Get started with Slack Why Slack? Slack is an online messenger that lets you chat within your group, to other Climate Action groups and with us at Friends of the Earth too. We think it’s a great way to connect everyone working on Climate Action together because it’s: Accessible and transparent More collaborative and efficient than email Organised you can keep discussions on different teams/projects in one place Customisable it’s less noisy than email We recognise that it might feel new or different, so we’ve put together this guide and the accompanying videos to help. Get in touch in #support or [email protected] if you have questions. We aim to make Slack a place where you can find out the latest campaign updates, chat with others and share any ideas and plans, make connections and find support when you need it. The screenshots in this guide are from a Windows-based computer. Things might look slightly different on a Mac, tablet or mobile. Contents How to join us on Slack .............................................................................................................. 2 Set up your profile ...................................................................................................................... 3 Channels.................................................................................................................................... 3 Messages and Threads.............................................................................................................. 5 Reactions ................................................................................................................................... 5 Tagging and notifications ........................................................................................................... 6 Direct Messages ........................................................................................................................ 7 Making Slack work for you ......................................................................................................... 7 Invite others to Slack .................................................................................................................. 8

Transcript of Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse...

Page 1: Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse over/hold your finger down on the message and look for the smiley face icon/Add reaction

1

Get started with Slack

Why Slack?

Slack is an online messenger that lets you chat within your group, to other Climate

Action groups and with us at Friends of the Earth too. We think it’s a great way to

connect everyone working on Climate Action together because it’s:

• Accessible and transparent • More collaborative and efficient than email • Organised – you can keep discussions on different teams/projects in one place • Customisable – it’s less noisy than email

We recognise that it might feel new or different, so we’ve put together this guide and the accompanying videos to help. Get in touch in #support or [email protected] if you have questions. We aim to make Slack a place where you can find out the latest campaign updates, chat with others and share any ideas and plans, make connections and find support when you need it. The screenshots in this guide are from a Windows-based computer. Things might look slightly different on a Mac, tablet or mobile.

Contents How to join us on Slack .............................................................................................................. 2

Set up your profile ...................................................................................................................... 3

Channels .................................................................................................................................... 3

Messages and Threads .............................................................................................................. 5

Reactions ................................................................................................................................... 5

Tagging and notifications ........................................................................................................... 6

Direct Messages ........................................................................................................................ 7

Making Slack work for you ......................................................................................................... 7

Invite others to Slack .................................................................................................................. 8

Page 2: Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse over/hold your finger down on the message and look for the smiley face icon/Add reaction

2

How to join us on Slack

1. Head to foe.uk/climateactionslack and enter your email.

2. Check your inbox and verify your email. If you’ve been invited to join Slack by someone else, you’ll skip this stage.

3. Create your user name (please use your full name) to finish creating your account.

4. Download the app. You can use Slack through a web browser but it’ll work better if you download the desktop or mobile app. Head to your https://get.slack.help/hc/en-us/sections/360000110123-Download-the-Slack-app or your mobile app store.

Need more help? Head to Slack 101, a series of simple walkthroughs, tips and videos https://slack.com/intl/en-gb/resources/slack-101

Page 3: Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse over/hold your finger down on the message and look for the smiley face icon/Add reaction

3

Set up your profile

Now you’ve joined Slack please take a moment to set up your profile, so that people can tell who you are. Head to your Profile and Account settings. Add a photo and tell us a little bit about yourself – for example where you’re based and what issues you want to work on.

Channels

Slack is an online chat room, where topics are organised into ‘channels’, shown in the

left-hand menu. All channels start with the # symbol.

When you first join Take Climate Action you’ll be automatically added

to three channels:

#welcome – where our friendly Welcome Team will greet you and help

you find your feet.

#announcements – where you can keep an eye on campaign updates

and more.

#introductions –where you can introduce yourself and say hello to

everyone else.

To browse all the channels available, click on the word Channels in

the left-hand menu.

Top tip: use the Control+K keyboard shortcut to

quickly bring up the search/browse function

Page 4: Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse over/hold your finger down on the message and look for the smiley face icon/Add reaction

4

Finding a channel

Type in your home village/town/city/council name and see if there’s a

channel for your area e.g. #newcastle, #bury, #brightonandhove

Once you’re in the channel you’ll see an option to join it.

Other useful channels include

#event-hosts – for anyone organising a Climate Action event

#group-organisers – for those involved in organising groups

#slack-tips – for any questions or tips you have about using Slack

#support – if you need help or want to hear about upcoming training

opportunities

Creating a channel

If the topic/area/issue you want to discuss isn’t there, click on the + sign

next to ‘Channels’ to create a new channel. Please have a good look first to

avoid creating duplicate channels.

The beauty of Slack is that most things are visible and transparent, which

makes collaboration and decision-making easier.

You can create a private channel if you need to but please note you can’t turn it into a public

channel down the line.

Inviting others and leaving a channel

You can share the foe.uk/climateactionslack link with others to

invite them to join you on Slack.

To see who’s already in the channel, head to the figure icon under

the channel name and a list will show.

To invite people to a channel within Slack use the

channel settings cog icon and look for the option to add

people. There’s also an option to leave a channel if you

need it.

Or you can use the /invite @user or /leave slash

commands in the message bar.

See what else you can do with slash commands at api.slack.com/interactivity/slash-commands

Page 5: Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse over/hold your finger down on the message and look for the smiley face icon/Add reaction

5

Messages and Threads

To send a message to a channel, just type in the message bar and send it. To

avoid things getting confusing please keep conversations within a thread, it

makes things easier for everyone to follow.

If you want to reply to someone, hover your mouse over their message and look for the icons

that appear. On a phone, hold your finger on the message and a menu appears.

To start or continue a thread select the speech bubble icon or the replies under the

message. The discussion will then be contained below the original post.

If you just use the message box your message will appear separately – which if fine if it’s a

new topic but can be confusing for others if it’s about the original message.

Here’s an example of where a comment could have been included within the thread, rather than

a separate message.

Top tip

You can always come back and edit or delete your message if

you need to. Use the More Actions icon to do this.

Reactions

Reactions are a quick and easy way to respond in a way that email doesn’t

cater for. They can save time and make decision making easier.

Page 6: Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse over/hold your finger down on the message and look for the smiley face icon/Add reaction

6

To add a reaction, hover your mouse

over/hold your finger down on the

message and look for the smiley face

icon/Add reaction option,

Useful reactions include thumbs up, hearts and ticks to show support

for something, smiley faces to show emotions, and eyes to show

you’ve seen something. Have a look and pick the reaction that works

best.

You can set the skin tone default for your reactions using the palm symbol

in the bottom right.

You can add reactions to other peoples’

comments or include them as emojis

within messages and threads.

Top tips

Want to attach something to your message? Use the paperclip icon.

Want to write in paragraphs? Use a soft return (press Shift+Enter) for

a new line.

Tagging and notifications

You can easily see if there’s something new for you in Slack. The

channel name in the menu will turn bold. If there’s nothing new to see,

the channel name will remain greyed out.

One of the great things about Slack is that you can highlight a message or thread for someone

by tagging them in it, and they’ll be notified. It also means it’s easy to see when you have

something to read.

You can tag multiple people at the same

time.

If you’ve been mentioned (or tagged) a

number will also appear next to channel

name. The number indicates the number of

times you’ve been tagged.

Top tip

Page 7: Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse over/hold your finger down on the message and look for the smiley face icon/Add reaction

7

You can notify everyone in a channel by using the @channel command, but please think

before doing so. It’s the ‘reply all’ option for Slack and can become annoying if misused.

If you need a quick reaction from everyone then you can use @here, which only alerts people

who are currently using Slack.

Direct Messages

If you need to be confidential or want to avoid overloading a channel

with information that not everyone needs to see you can use direct

messages.

Direct messages work in the same way as channels, in that you can use threads and tags.

Direct messages remain private and can be viewed only by the people involved in the

discussion. You’ll see your messages below Channels in the left-hand menu, with your most

recent messages at the top. Click on Direct Messages or the + sign next to it to create a new

message.

Making Slack work for you

Here are some quick tips to make Slack less noisy.

Head to your Preferences, from the drop down next to

Take Climate Action.

Remove or edit notifications

If you find pop-up alerts too much, adjust

notifications alerts and Do Not Disturb settings to

suit. Here you can also set up keyword, email and

mobile alerts.

Page 8: Get started with Slack - takeclimateaction.uk€¦ · 6 To add a reaction, hover your mouse over/hold your finger down on the message and look for the smiley face icon/Add reaction

8

Reduce what’s on your menu

Want to only see channels where there is

something new to read? Adjust your Sidebar

settings.

Switch to All unread view

Show Unreads is a handy way to collect all

the messages you've missed in one place.

Look for the option in your Sidebar settings.

Invite others to Slack

As more people join your local Climate Action group you can invite them to

join Slack by sharing the link

The best way to invite other people to join Take Climate

Action Slack is to share the foe.uk/climateactionslack

invitation link with them.

You can invite them from within Slack too. Head to Invite

People, from the drop down next to Take Climate Action.

From there you can add in names and emails to invite people.