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How to Use Slack: 10 Productivity Tips (2026)

| Last updated Aug 13, 2026

快速入门

本指南涵盖了Slack的所有功能:

所需时间: 每部影片 5 分钟

本指南还包含以下内容: 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I have used Slack daily for four years across three teams and tested every feature covered here. This tutorial comes from real hands-on practice, not vendor screenshots.

如何使用 Slack

Slack is one of the most powerful team chat tools available today.

但大多数人只是略窥其功能的冰山一角。

本指南将一步一步地向您展示如何使用每个主要功能。

By the end you can start conversations in the right channels, explore Slack apps, and run a productive day without drowning in notifications.

Slack教程

This How to Use Slack tutorial walks you through every feature in order, from your first login to the workflows that make you a power user.

松弛

Slack is the collaboration hub where people, productivity and 自动化 tools, and communication come together. Channels bring the right people, information, and tools into one place. Start free and upgrade only when your team is ready.

Slack入门指南

在使用任何功能之前,请先完成此一次性设置。

大约需要三分钟。

Watch my personal experience with Slack first:

现在让我们一步一步来。

第一步:创建您的帐户

Go to the Slack website on your computer.

点击“注册”并输入您的工作邮箱。

Name your workspace after your company or your team.

检查点: 检查你的 收件箱 for the confirmation code.

步骤二:下载应用程序

Download the desktop app for 苹果 或 Windows。

Mobile apps cover iOS and 安卓, so you get access from any device.

这就是仪表盘的样子:

Slack 顶级福利

检查点: You should see the sidebar with channels and direct messages.

Step 3: Set Up Your Profile

Make sure your profile information is up to date.

Upload a profile picture of yourself so teammates recognise you.

Set your status and pause notifications outside work hours.

✅ 完成: 您已准备好使用以下任何功能。

如何使用 Slack 会议平台

会议 平台 lets you hold a live huddle with your team in seconds, right where the conversation already lives.

以下是使用步骤。

Step 1: Open the Right Channel

Open the channel or direct message that holds the topic.

Everyone already in that space can join the call.

Step 2: Start a Huddle

Click the headphones icon at the bottom of the sidebar.

这就是它的样子:

Slack 会议平台

检查点: A live huddle bar appears with each user shown as a small 头像.

步骤 3:共享屏幕

Click the screen icon to show your work while you talk.

Anyone in the channel can join mid-call without an invite.

✅ 结果: Your team can now talk in real time and share screens without a meeting link.

💡 专业提示: Keep a short huddle session open while you work through a task together. It replaces a dozen back-and-forth messages.

如何使用 Slack 技术优化器

技术优化器 lets you pull the tools your team already pays for into Slack so work happens in one window.

以下是使用步骤。

Step 1: Audit Your Current Tools

List the tools your team checks every day.

Most teams find three or four they barely use.

Step 2: Browse the App Directory

Click Apps in the sidebar, then search the directory by name.

这就是它的样子:

Slack 技术优化器

检查点: Each connected app posts a confirmation message into your chosen channel.

Step 3: Connect Your Core Apps

添加 Salesforce, Google Drive, or your ticketing tool with two clicks.

✅ 结果: Alerts from other tools now land in Slack, so you stop hunting across tabs.

💡 专业提示: Connect one app per week instead of all at once. Your team gets time to understand each change.

如何使用 Slack Connect

Slack Connect lets you invite people from outside your company into a shared channel.

以下是使用步骤。

Step 1: Create a Shared Channel

Create a new channel named after the client or project.

Keep internal chat in a separate channel your guests cannot read.

Step 2: Invite the External Team

Click the channel name, then Invite people, then enter their work email.

这就是它的样子:

Slack 连接

检查点: The channel header shows an external badge once your guest accepts.

Step 3: Set the Ground Rules

Post a short message covering scope, hours, and who answers what.

✅ 结果: You can now communicate with partners in one channel instead of scattered email chains.

💡 专业提示: Ask clients to agree on response times in the first post. It stops awkward chasing later.

如何使用 Slack 工作流构建器

工作流程 建造者 lets you automate repetitive jobs without writing a line of code.

以下是使用步骤。

步骤 1:打开工作流构建器

Click the plus button, then choose Automations, then New workflow.

步骤二:选择触发因素

Choose events like a new member joining or an emoji reaction.

这就是它的样子:

Slack 工作流构建器

检查点: The workflow shows a green Published label in your list.

步骤三:添加步骤并发布

Add a form or a message step, then click Publish.

Test it on yourself once before you tell the team it is live.

✅ 结果: Routine requests now run themselves while you work on something that matters more.

💡 专业提示: Start with your most boring repeat task. Onboarding checklists are the easiest first win for most teams.

如何使用 Slack 文档共享

文档共享 lets you upload files from your computer and share important details inside a conversation.

以下是使用步骤。

Step 1: Open the Message Box

Click the plus button beside the message box.

Step 2: Upload From Your Computer

Pick the file, or drag it straight into the channel.

这就是它的样子:

Slack 文档共享

检查点: A preview card appears with the file name and a comment field below it.

Step 3: Add Context

Write one line explaining what changed and who should read it.

Check that the file landed in the right channel before you move on.

✅ 结果: The file and the discussion around it now live in the same searchable place.

💡 专业提示: Post files in a channel, never in a DM. Future teammates can find them without asking you.

如何使用 Slack 的音频和视频消息功能

音频和视频消息 lets you record short videos and voice notes instead of typing a wall of 文本.

以下是使用步骤。

Step 1: Click the Record Icon

Click the video or microphone icon in the message box.

Slack records your screen and your face together if you want both.

Step 2: Keep It Under Two Minutes

Say the one thing you need, then stop recording.

这就是它的样子:

Slack 音频和视频消息

检查点: Slack videos appear as a player card with an automatic transcript.

Step 3: Post the Clip

Click send so the clip posts into the channel.

✅ 结果: Your team can watch a two-minute clip instead of sitting through another call.

💡 专业提示: 使用 嗓音 clip for tone-heavy feedback. Text hides warmth, and a short clip fixes that fast.

如何使用 Slack 项目管理器

专案经理 lets you run a whole project inside one channel with pinned resources and clear owners.

以下是使用步骤。

步骤 1:创建项目频道

Name it after the project, not the team.

Step 2: Pin the Key Resources

Pin the brief, the timeline, and the owner list to the channel.

Pinned posts sit at the top, so nobody has to search old messages.

这就是它的样子:

Slack项目经理

检查点: Pinned items show under the channel bookmark bar at the top.

Step 3: Assign and Follow Up

Mention specific people so the right people see each task.

✅ 结果: Anyone joining later can read the pinned items and get up to speed alone.

💡 专业提示: Add a canvas to every project channel. It becomes the single page new joiners check first.

如何使用 Slack 数据安全和隐私

数据 安全与隐私 lets you control who can access your workspace and how long messages are kept.

以下是使用步骤。

步骤 1:打开工作区设置

Click your workspace name, then Settings and administration.

Step 2: Turn On Two-Factor

Require two-factor login for every user in the workspace.

这就是它的样子:

Slack 数据安全

检查点: The security page shows two-factor listed as required.

Step 3: Set Retention Rules

Choose how long messages and files are kept before deletion.

Most teams keep one year of history and delete files after that.

✅ 结果: Your workspace now meets the basic security bar most clients ask about.

💡 专业提示: Read the Slack documentation on retention before you change it. Deleted history does not come back.

如何使用 Slackbot

Slackbot lets you set reminders and custom replies that quietly assist you all day.

以下是使用步骤。

Step 1: Open the Slackbot DM

Find Slackbot in your direct messages list.

Step 2: Set a Reminder

Type slash remind me to send the report every Friday at 4pm.

这就是它的样子:

Slackbot

检查点: Slackbot confirms the reminder and shows the exact time it will fire.

Step 3: Add Custom Responses

Admins can set replies that fire on common questions.

A 无线上网 password reply saves your team the same question every month.

✅ 结果: Your reminders now arrive in Slack instead of a separate app you forget to check.

💡 专业提示: Set a Friday reminder to review your channel list. Two minutes of cleanup keeps your sidebar simple.

Slack 专业技巧和快捷键

After four years of daily use, here are the tips I give every new user.

键盘快捷键

行动捷径
Jump to any channel or personCtrl/Cmd + K
Search all messages and filesCtrl/Cmd + F
Mark everything as readShift + Esc
Open the emoji pickerCtrl / Cmd + Shift + \

大多数人错过的隐藏功能

  • Sidebar sections: Group your Slack channels by project or client so the noise drops to a dull roar.
  • User groups: Create one group and mention it once, instead of tagging each person and losing their attention.
  • Saved items and reminders: Save any post from the message menu, then let Slack resurface it later.
  • Emoji reactions: React with a thumbs-up or a quick thanks when a message needs no reply.

避免 Slack 常见错误

Mistake #1: Joining every channel you find

❌ 错误: You join forty channels, then miss the three that actually matter.

✅ 右图: Join what your job needs, mute the rest, and leave anything you have not read in a month.

Mistake #2: Making decisions in direct messages

❌ 错误: Two people agree something big in a DM, and nobody else ever sees it.

✅ 右图: Use DMs for one-off conversations, then post the decision in the channel so the team can respond.

Mistake #3: Never touching notification settings

❌ 错误: Every message pings your phone at 11pm, so you stop reading any of them.

✅ 右图: Set a notification schedule and customize per-channel alerts to keyword mentions only.

Slack故障排除

Problem: Notifications never arrive on your phone

原因: Slack pauses mobile alerts while it sees you active on your computer.

使固定: Open Preferences, then Notifications, and shorten the mobile delay to immediately.

Problem: You cannot find an old message

原因: The search bar defaults to channels you have joined.

使固定: Search the exact phrase, then add filters like from:name or in:channel to narrow the details.

Problem: A file upload keeps failing

原因: The file passes the 1GB limit, or your free workspace storage is full.

使固定: Share a Drive link instead, or clear old uploads from the files list.

📌 笔记: If none of these fix your issue, check the Slack help documentation or contact support.

Slack是什么?

松弛 is a collaboration hub where people, productivity and automation tools, and communication come together so teams get their best work done.

Think of it like one searchable office where every conversation has its own room.

Channels provide a dedicated space to send messages and share resources, and they are fundamental to working in Slack.

观看这段快速概览:

它包含以下主要特点:

  • 会议平台: Start a huddle or a full video call from any channel or DM
  • 技术优化器: Connect third-party tools so alerts and actions land in Slack
  • Slack Connect: Share channels with clients, vendors, and partners outside your company
  • 工作流构建器: A no-code tool for building workflows that run on a trigger
  • 文档共享: Upload, preview, and comment on files without leaving the thread
  • 音频和视频消息: Record clips so teammates can watch or listen on their own schedule
  • 专案经理: Channels, canvases, and lists that keep a project in one place
  • 数据安全与隐私: Two-factor login, retention rules, and granular admin controls
  • Slackbot: Built-in reminders, custom responses, and quick answers

Slack is owned by Salesforce, and it supports real-time messaging, content sharing, and learning in one searchable platform.

如需完整评测,请参阅我们的 Slack 评论.

Slack主页

宽松定价

以下是 Slack 在 2026 年的成本:

计划价格最适合
自由的$0Small teams testing channels and direct messages
专业版每用户每月 4.38 美元Teams that need full message history and unlimited apps
商务+每用户每月 9 美元Growing companies that need single sign-on and compliance exports
企业+联系销售Large organisations with strict security rules

免费试用: Yes — the free plan runs forever, and paid plans offer a trial.

退款保证: No standard refund window, but you only pay for active users.

💰 性价比最高: Pro at $4.38/user/month — it unlocks full search history and unlimited Slack apps, which is where most teams get stuck on the free plan.

Slack 与其他替代方案的比较

How does Slack compare? Here’s the competitive landscape.

观看这段对比视频:

2025 年 9 款最佳 AI 自动化工具(深度对比)
工具最适合价格等级
松弛App depth and search$4.38/user/mo⭐ 4.6
微软团队Microsoft 365 Teams每用户每月 4 美元⭐ 4.4
Google聊天Google Workspace 团队每用户每月 7 美元⭐ 4.2
DiscordCommunities每月 0 美元⭐ 4.4
Zenzap小团队每用户每月 6 美元⭐ 4.5
Async work每用户每月 6 美元⭐ 4.3
最重要自托管每用户每月 10 美元⭐ 4.3

快速精选:

  • 综合最佳: Slack — the deepest app directory and the fastest search.
  • 最佳预算: Google Chat — free with Workspace, and simple to set up.
  • 最适合初学者: Zenzap — almost nothing to learn on day one.
  • 最适合异步团队: Twist — threads first, so nobody feels chained to a green dot.

🎯 Slack 的替代方案

正在寻找 Slack 的替代方案?以下是一些最佳选择:

  • 🚀 微软团队: Built into Microsoft 365, so meetings, files, and chat sit beside Word and Excel.
  • 💰 Google聊天: Included free with Google Workspace, with Drive and Meet built straight into every conversation.
  • 🌟 Discord: Free voice channels and a huge community culture, strong for open groups and creator teams.
  • Zenzap: A simple chat app with task tracking built in, aimed at small teams that hate setup.
  • 🧠 捻: Thread-first design that removes the always-online pressure, made for remote teams across time zones.
  • 🔒 Mattermost: Open-source and self-hostable, so security teams keep every message on their own servers.

完整列表请参见我们的 Slack的替代方案 指导。

⚔️ Slack 对比

以下是 Slack 与各竞争对手的对比:

  • Slack 与 Microsoft Teams: Teams wins on bundled value if you already pay for Microsoft 365. Slack wins on app quality and daily speed.
  • Slack 与 Google Chat: Google Chat costs nothing extra on Workspace. Slack has far more apps and a much better search.
  • Slack vs Discord: Discord is free and great for a community. Slack is built for paid work, with admin and compliance controls.
  • Slack 对比 Zenzap: Zenzap is faster to set up. Slack scales further once your team passes twenty people.
  • Slack vs Twist: Twist is calmer for async teams. Slack is better when you need live huddles and instant answers.
  • Slack 与 Mattermost: Mattermost wins on data control. Slack wins on polish, apps, and how little training people need.

立即开始使用 Slack

你已经学会了如何使用Slack的所有主要功能:

  • ✅ 会议平台
  • ✅ 技术优化器
  • ✅ Slack Connect
  • ✅ 工作流程构建器
  • ✅ 文档共享
  • ✅ 音频和视频消息
  • ✅ 项目经理
  • ✅ 数据安全和隐私
  • ✅ Slackbot

下一步: 选择一项功能,立即试用。

Most people start with the Meeting Platform.

只需不到五分钟。

常见问题解答

Slack 是用来做什么的?

Slack is used for team messages, file sharing, and calls. Channels organise work by topic, and direct messages handle quick one-off conversations between two people.

我的老板能看到我在Slack上的操作吗?

Workspace owners can request exports on paid plans, including private messages, with approval. Assume anything you post at work can be read by someone.

为什么人们使用 Slack 而不是电子邮件?

Slack keeps conversations searchable and grouped by topic. Replies land in seconds, apps post updates automatically, and new joiners can read past channel history.

Is Slack free to use?

Yes. The free plan covers channels, direct messages, huddles, and ten app connections. Paid plans start at $4.38 per user monthly for full history.

How is Slack different from Microsoft Teams?

Slack has a bigger app directory and faster search. Teams bundles video and Office files, so it suits companies already paying for Microsoft 365.

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