Illustration by Alex Castro / The Verge
Now that weโre spending more time indoors, weโre finding new platforms โ and new ways to use old platforms โ to stay in touch, whether itโs for work or with friends. This is the case with Slack, an instant-messaging platform that functions somewhere in the space between email and text messages. Designed for quick communication, Slack became an important tool for a lot of workplaces well before everyone started working from home. But you can use it for pretty much anything: friends, group activities, clubs, or online communities.
Slack has a free version and offers several paid plans. You start by setting up a workspace (which is your main area of operations and contains your network of contacts) on Slack. In your workspace, you create channels, which are like chat rooms or group chats. In those channels, you and your friends / family / team members can text chat, exchange files, integrate with other apps such as Google Docs and Office 365, and even have audio or video chats (although if youโre using the free version, you can only do a one-to-one video chat).
If youโre not already familiar with it, though, Slack takes some getting used to. Here, weโve put together a step-by-step guide to help you get started โ weโre using the web-based version, but using the desktop app is a similar experience. Be aware that the instructions below may differ depending on whether youโre using a free or paid version.
Create a new account and workspace
As we just said, when you use Slack, you will be starting with a main workspace and then creating a variety of subspaces (known as channels) for your conversations. You can belong to more than one workspace, but for each workspace, you have to create a separate account.
Weโll deal with how to join an existing workspace a little later. Letโs start by looking at how to create a new workspace.
Go to slack.com and select โTry for free.โ
Enter your email. (If you use a personal email address, you may be asked to use a work email. Donโt worry about it โ just put in your usual email address.)
Slack may ask for a work email address. Donโt sweat it โ use whatever address you want.
Slack will ask you to verify your email with a code. Go to your email account, retrieve the code, return to the Slack registration page, and enter it.
You will then be invited to create a workspace. Slack may also suggest an existing workspace that you can join (assuming that somebody has already invited you to one).
You can create a workspace or join an existing one.
Click on โCreate a Workspace.โ Slack will ask you for the name of your company or team; what itโs really asking for is a name for your workspace. Type in a name and click โNext.โ
First, youโll create a name for your workspace.
Slack will ask you to type in a name for a project youโre working on. Enter it and click โNext.โ
Then, youโll enter a project name.
On the next screen, you can enter the names and email addresses of people youโd like to add to your Slack workspace, and Slack will send them invitations. You can also use a shareable invite link. If youโre not ready to invite anyone yet, you can skip this page. (If you click โSkip this step,โ you may get a pop-up urging you to add members now. Donโt worry about it; youโll get a chance to add people later.
You may have noticed that your Slack workspace is being built to the left. Your channels will be listed here, while โDirect messagesโ will list anyone youโve sent a private message to.
Youโll want to invite people to share in your Slack conversations.
Thatโs it! You can now open Slack in your browser. If you use Slack regularly, it might be a good idea to download the desktop app for Mac or Windows so that you can use the app separately from any online work youโre doing. There are also apps available for iOS and Android.
You can now start using your Slack workspace.
The first time you open Slack in a browser or as an app, you will probably get an automated walk-through showing off some of the features โ itโs worth taking a minute or two to see whatโs what. A couple of things to start with:
Select โAdd teammatesโ from the side column to invite people to your workspace.
Hover your cursor over the word โChannelsโ on the left side until you see the plus sign, and then click on that to add a new channel.
Join an existing workspace
To join an existing Slack workspace, youโll need to get permission from whoever administers that workspace. Usually, they will send you an email invitation which you can use to join, but there can be other options. Some workplaces allow anyone with an email address from a specific domain to join, and in some cases, you can authenticate your account using your organizationโs single sign-on program (like G Suite or Okta).
If youโve received an email invitation:
Click โJoin Nowโ in the email.
You can sign in with an existing Google or Apple account or type in your email address. If you choose the email route, youโll then be asked to put in a name and create a password.
Once youโve created the account, you will then be taken to that Slack workspace.
To join without an email invitation:
Go to slack.com/get-started
Type in your email address and click โContinue.โ
Go to the email Slack sent you to get the confirmation code and enter it into the appropriate spaces.
You donโt need an email to join a workspace, but unless itโs public, you do need an invite.
Slack will open up a window that lets you create a new workspace and shows you which workspaces youโre a part of as well as any youโve been invited to.
While most Slack workspaces are restricted to people who have been invited to them, there are some public workspaces around. You can find lists of these by following interest groups or by checking out resources such as r/SlackHangouts and Slofile.
Update January 28th, 2022, 9:30AM PT: This article was originally published on March 30th, 2020, and has been updated to account for changes in the Slack interface.