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Slack for Business

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Course description+

Slack for Business, will impart everything needed to use this application for teams to share information and work together. All skill levels can take advantage of this opportunity to learn how to use this cloud-based communication package.
This training course guides the student through six lessons that instruct how to:

  • set up a Slack account and build a team.
  • send messages and track them with threads.
  • create and manage channels.
  • advance to direct messaging, posting, and sharing files.
  • customize a team’s experience including adding apps.
  • add, reassign, or remove members, teams, and accounts.

To appreciate how this training package provides everything you need to immediately start training, download your free sample now.

Course outline+

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



What you get+

Instructor Guide

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Student Manual

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Exercise Workbook

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Sample Files

Each Velsoft courseware title comes with a Lab Workbook loaded with activities and exercises to practice and reinforce the learners' understanding of the course objectives. Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

Powerpoint Deck

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Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quest Reference Guide summarizes the most important elements in each courseware title down to two pages.

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Slack for Business


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