To use Slack templates, you primarily create new channels using pre-defined structures and tools designed for common workflows. This streamlines the setup process for recurring projects or discussions.
Getting Started with Slack Templates
Using a Slack template involves a straightforward process from your desktop application. These templates are bundles of tools and channel structures intended to kickstart specific jobs or projects efficiently.
Follow these steps to create a channel using a Slack template:
- Open the Channel Creation Menu: From your desktop, locate and click the plus button (+) in the sidebar. This icon is typically found near your channel list.
- Select Channel: From the menu that appears, choose the option to Select Channel.
- Choose a Template: Look for the "Try a template" section. Here, you will find various templates. Select the template that best suits your needs or project.
- Proceed: After choosing your desired template, click Next.
- Review Channel Prefix: Slack will automatically add a relevant prefix to the channel name based on the template you selected, helping to categorize it instantly.
- Set Channel Type: Decide whether the channel should be public (visible and joinable by anyone in your workspace) or private (only accessible to invited members).
- Create the Channel: Finally, click Create to establish your new templated channel.
By following these steps, you can quickly set up structured channels in Slack, pre-loaded with relevant settings and integrations based on the chosen template.