Slack for Business Course Outline

Slack for Business

About This Course

Course Prerequisites

Course Overview

Course Objectives

How To Use This Book

Lesson 1: Getting Started

TOPIC A: Getting to Know Slack

What is Slack?

Slack Plans and This Course

Creating Your Slack Account and Team

The Slack Interface

Activity 1-1

TOPIC B: Working with Slack Teams

Inviting Members to Your Team

Switching Teams

Finding and Joining Other Slack Teams

Using Slack Desktop and Mobile Apps

Activity 1-2

TOPIC C: Creating Messages in Channels

About Channels

Viewing Channels

Writing a Message

Editing a Message

Adding Files to a Message

Replying to a Message

Deleting a Message

Activity 1-3

TOPIC D: Editing Your Slack Profile

Viewing Your Profile

Editing Your Profile

Updating Your Profile Picture

Changing Your Status

Logging In and Logging Out

Activity 1-4

TOPIC E: Getting Help with Slack

Using Slackbot

Using the Help Center

Viewing New Features

Keyboard Shortcuts

Activity 1-5


Review Questions

Lesson 2: Communicating In Channels

TOPIC A: Managing Messages

Identifying New Messages

Reacting to a Message

Following a Message

Adding a Reminder to a Message

Starring Messages

Pinning Messages

Activity 2-1

TOPIC B: Doing More with Messages

Using Mentions

Using Announcements

Viewing Your Activity

Sharing Messages

Slash Commands

Activity 2-2

TOPIC C: Using Threads

Starting a Thread

Viewing a Thread

Working with Threads

Moving Threads Back to the Channel

Activity 2-3


Review Questions

Lesson 3: Working with Channels

TOPIC A: Searching Channels

Using the Search Field

Understanding Search Results

Filtering Search Results

Using Modifiers

Activity 3-1

TOPIC B: Creating Channels

Creating a Channel

Inviting Members

Leaving a Channel

Joining a Channel

Customizing Channel Display

Using the Quick Switcher

Activity 3-2

TOPIC C: Customizing Channels

Editing the Channel Topic

Editing the Channel Purpose

Starring a Channel

Viewing Channel Members

View Pinned Items

Opening the About Page

Customizing Channel Notifications

Activity 3-3

TOPIC D: Managing Channels

Renaming a Channel

Converting a Public Channel to Private

Archiving a Channel

Unarchiving a Channel

Deleting a Channel

Activity 3-4


Review Questions

Lesson 4: Communicating With Slack

TOPIC A: Using Direct Messages

What is a Direct Message?

Opening a Direct Message

Creating Direct Messages

Working with Direct Messages

Using Slack Calling

Removing Direct Message Contacts from the Sidebar

Activity 4-1

TOPIC B: Creating Posts and Snippets

Creating a New Post

Creating a New Snippet

Viewing Posts and Snippets

Working with Posts and Snippets

Activity 4-2

TOPIC C: Adding Files to Slack

Uploading a File From Your Computer

Linking a Google Drive File

Creating a New Google Docs File

Viewing Posted Files

Managing Files from a Post

Activity 4-3

TOPIC D: Managing Files

Viewing and Managing Your Files

Viewing and Managing Team Files

Using the Files Archive

Creating a Public Link to a File or Post

Activity 4-4


Review Questions

Lesson 5: Customizing Your Slack Experience

TOPIC A: Customizing Personal Slack Preferences

Opening Slack Preferences

Messages and Media



Mark as Read



Activity 5-1

TOPIC B: Configuring Notifications

Types of Slack Notifications

Accessing Notification Preferences

Configuring Desktop Notifications

Adding Notification Keywords

Configuring Do Not Disturb

Customizing Notification Appearance

Configuring Channel-Specific Notifications

Activity 5-2

TOPIC C: Adding Apps to Slack

Using the Browse Apps Page

Adding an App to Slack

Using Apps

Managing Configured Apps

Setting Advanced App Options

Using the App Directory

Activity 5-3


Review Questions

Lesson 6: Working with Slack Teams

TOPIC A: Customizing Your Team

Viewing the Team Directory

Viewing Team Statistics

Customizing Other Preferences

Customizing the Team Icon

Customizing Team Statuses

Activity 6-1

TOPIC B: Customizing Team Settings and Permissions

Customizing Administrative Team Settings

Customizing Permission Settings

Customizing Authentication Settings

Customizing Attachment Settings

Activity 6-2

TOPIC C: Managing Team Membership

Accessing the Admin Center

Adding New Team Members

Understanding Slack Permission Roles

Changing a User’s Role

Deactivating an Account

Transferring Ownership

Activity 6-3

TOPIC D: Managing Slack Teams

Creating a New Team

Changing the Team Name and URL

Exporting Team Data

Deleting the Team

Activity 6-4


Review Questions

Lesson Labs

Lesson 1

Lesson Lab 1-1

Lesson Lab 1-2

Lesson Lab 1-3

Lesson 2

Lesson Lab 2-1

Lesson 3

Lesson Lab 3-1

Lesson Lab 3-2

Lesson 4

Lesson Lab 4-1

Lesson Lab 4-2

Lesson 5

Lesson Lab 5-1

Lesson Lab 5-2

Lesson 6

Lesson Lab 6-1

Lesson Lab 6-2

Course Wrap-Up

Post-Course Assessment

Course Summary


Keyboard Shortcut Quick Reference Sheet



Download this course as a demo

Complete the form below and we'll email you an evaluation copy of this course:

What You Get with Velsoft Courseware

More Course Outlines in this Series