Slack

Purpose: Since we are using Slack as a client communication tool, we need to have a unified look and feel for our customers. 

 

Initial Setup

• Name – your name should be First Last
• Profile:
  • Please upload a recent headshot to your profile 
  • Include job title (this should be your actual job title)

 

Connect your slack with Google Calendar

This will automatically put a meeting status or out of office based on what is on your calendar. 

• At the top of your Slack, there is the option to add apps, click on this and select Google Calendar

Shared Slack Channels

• Naming: client name-shared
• When using shared Slack channels with clients all Slacks need to be addressed in a timely manner. 
• Avoid direct messages.
  • If a client direct messages you redirect it into the shared channel so that the whole team has visibility to the conversation. 
• How to create a shared channel
  • Hover over channels and click the +
  • Choose create a channel
  • Name your channel
  • Add people
    • Add our team members by typing in their names
    • Add clients by typing in their email address
    • Select add user as a guest

 

Internal Client Channels

• Naming: client name-internal
• Anytime you are discussing a client it should go in the internal channel instead of direct messages.