快速入门
本指南涵盖了Slack的所有功能：
- 入门 — 创建账户和基本设置
- 如何使用会议平台 — Host video calls and huddles directly in Slack
- 如何使用技术优化器 — Manage your tools and connect apps
- 如何使用 Slack Connect — Collaborate with external partners securely
- 如何使用工作流构建器 — Automate tasks without coding
- 如何使用文档共享 — Share files and collaborate in real time
- 如何使用语音和视频消息功能 — Record short videos and voice clips
- 如何使用项目管理器 — Track tasks and deadlines within channels
- 如何使用数据安全和隐私 — Protect your team’s communications
- 如何使用 Slackbot — Get instant help and set reminders
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
我使用 Slack 已经超过三年了，并且测试过这里提到的所有功能。这篇 Slack 使用教程源于真实的实践经验，而非营销噱头或厂商截图。
Slack is the place where people, productivity and 自动化 tools, and communication come together so teams can get their best work done.
但大多数用户仅仅触及了它功能的冰山一角。
本指南将向您展示如何使用所有主要功能。
一步一步教你，附带截图和专业技巧。
Slack教程
本Slack完整教程将一步一步地引导您了解每个功能，从初始设置到高级技巧，让您成为高级用户。
松弛
The collaboration hub where your team communicates in real time. Slack brings channels, direct messages, and apps together in one searchable platform. Start conversations, share files, and connect your favorite tools — all in one place.
Slack入门指南
使用任何功能之前，请先完成此一次性设置。
大约需要3分钟。
To get started, download the desktop app and check out the guide for a quick tour.
现在让我们一步一步来。
第一步：创建您的帐户
Go to Slack’s website at slack.com.
点击“开始使用”或“注册”。
输入您的工作邮箱并创建密码。
✓ 检查点： 检查你的 收件箱 请发送确认邮件。
步骤二：下载或访问应用程序
Download Slack for 苹果, Windows, iOS, or Android from your device’s app store.
You can also use Slack directly in your browser on any computer.
使用您的新帐户登录。
这就是仪表盘的样子：
✓ 检查点： 你应该能看到包含频道和私信的主侧边栏。
步骤 3：完成初始设置
Ensure your profile information is up to date and upload a profile picture of yourself.
Click your profile picture to manage your profile and preferences.
Set up notifications to be paused during non-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 host video calls and huddles directly inside Slack channels.
以下是使用步骤。
观看会议平台实际运行演示：
现在让我们逐一分析每个步骤。
Step 1: Start a Huddle
Open any channel or direct message where you want to connect with teammates.
Click the headphone icon in the bottom-left corner to start a huddle.
Step 2: Invite Participants
Your teammates in the channel will see the huddle is active.
They can join 即刻 by clicking the same headphone icon.
这就是它的样子：
✓ 检查点： You should see participant avatars and audio controls.
Step 3: Share Your Screen
Click the screen share button to present your work during the huddle.
You can also turn on your camera for face-to-face conversations.
✅ 结果： You’ve started a real-time 嗓音 or video session with your team.
💡 专业提示： Huddles are perfect for quick conversations that would take too long to type. They’re available in all paid plans and provide an easy way to communicate without scheduling a formal meeting.
如何使用 Slack 技术优化器
技术优化器 lets you manage your tools and connect your favorite apps to Slack.
以下是使用步骤。
观看 Tech Optimizer 的实际应用：
现在让我们逐一分析每个步骤。
Step 1: Access the App Directory
Click “More” in the sidebar and select “Apps.”
You can also use the search bar to find specific apps like Google Drive, Salesforce, or Trello.
Step 2: Install Your Apps
浏览 the App Directory and click “Add” next to the apps you want to connect.
Follow the authorization prompts to give Slack access to your tools.
✓ 检查点： You should see your connected apps in the sidebar.
Step 3: Configure App Settings
Click on the installed app to customize notifications and features.
Set which channels receive updates from each connected tool.
✅ 结果： Your favorite tools now send notifications and updates directly into Slack.
💡 专业提示： The Slack developer platform revolves around Slack apps. You can explore resources and create custom workflow steps using the Bolt framework for even deeper integration with your tech stack.
如何使用 Slack Connect
Slack Connect lets you collaborate with external partners, vendors, and clients securely.
以下是使用步骤。
观看 Slack Connect 的实际应用：
现在让我们逐一分析每个步骤。
步骤 1：创建 Slack Connect 频道
Click the plus icon next to “Channels” in your sidebar.
Select “Create a channel” and toggle on “Share outside your organization.”
步骤二：邀请外部合作伙伴
Enter the email addresses of the people you want to collaborate with.
Slack sends them an invitation to join the shared channel.
✓ 检查点： You should see a “Pending” status next to invited partners.
Step 3: Start Collaborating
Once partners accept, you can post messages, share files, and even start conversations in real time.
Treat it like any internal channel — just with external collaborators.
✅ 结果： You’ve created a secure space to work with clients without email chains.
💡 专业提示： Slack Connect channels are great for replacing long email threads. You can mention specific people to get their attention and respond to feedback much faster than traditional communication methods.
如何使用 Slack 工作流构建器
工作流程 建造者 lets you automate repetitive tasks without any coding knowledge.
以下是使用步骤。
观看工作流构建器实际运行演示：
现在让我们逐一分析每个步骤。
步骤 1：打开工作流构建器
点击“自动化” in the sidebar, then select “Workflow Builder.
You can also access it from the “Tools” menu in your workspace settings.
步骤二：选择触发器
Select what starts your workflow — a new channel message, emoji reaction, or scheduled time.
Common triggers include someone joining a channel or posting a specific keyword.
✓ 检查点： You should see your trigger connected to the workflow canvas.
Step 3: Add Steps and Publish
Add actions like sending a message, creating a form, or updating a channel.
Click “Publish” when ready to make your workflow live.
✅ 结果： Your automation runs automatically whenever the trigger conditions are met.
💡 专业提示： Slack offers a no-code tool to build workflows called Workflow Builder. Use it to automate onboarding, collect feedback from your community, or send reminders — all without writing a single line of code.
如何使用 Slack 文档共享
文档共享 lets you upload files and collaborate on documents within channels.
以下是使用步骤。
观看文档共享演示：
现在让我们逐一分析每个步骤。
Step 1: Upload a File
Click the plus icon in the message field and select “Upload from your computer.”
You can also drag and drop files directly into any channel or direct message.
Step 2: Add Context and Share
Write a brief description of the file before sending.
Tag the right people using @mentions to get their attention.
✓ 检查点： You should see the file preview appear in the channel.
Step 3: Search and Access Files Later
Use the search bar to find any file you’ve shared or received.
Click “Files” in the sidebar to browse all documents in your workspace.
✅ 结果： Your documents are now accessible to the right team members.
💡 专业提示： Slack allows users to upload files from their computer to share important information in conversations. Connect Google Drive or Dropbox to share files without leaving Slack and keep everything searchable.
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 clips to share asynchronously.
以下是使用步骤。
观看音频和视频消息传递的实际演示：
现在让我们逐一分析每个步骤。
Step 1: Record a Video Clip
Click the video camera icon in the message field.
Allow Slack to access your camera and microphone when prompted.
Step 2: Review and Send
Click the red record button to start recording your clip.
Watch your recording and reshoot if needed before sending.
✓ 检查点： You should see your video preview with playback controls.
Step 3: Record Audio-Only Clips
Click the microphone icon instead for voice-only messages.
Perfect for quick updates when you don’t need to be on camera.
✅ 结果： You’ve sent a personal video or voice message that teammates can watch on their own time.
💡 专业提示： Slack videos and short videos are great for explaining complex topics that would take too long to type. Use them to provide detailed feedback, walk through design changes, or share quick updates with your community.
如何使用 Slack 项目管理器
专案经理 lets you track tasks and deadlines directly within Slack channels.
以下是使用步骤。
观看项目经理实际操作：
现在让我们逐一分析每个步骤。
Step 1: Create a Canvas
Click the canvas icon in any channel to create a shared workspace.
Name your canvas to reflect the project or topic.
Step 2: Add Tasks and Checklists
Use the checklist feature to add action items with assignees and due dates.
Team members can check off tasks as they complete them.
✓ 检查点： You should see your tasks listed with checkboxes.
Step 3: Set Reminders
Use Slackbot to set reminders for important deadlines.
Type /remind in any channel to schedule a notification.
✅ 结果： Your project details are organized and accessible to everyone on the team.
💡 专业提示： You can access a list of your saved items and reminders from the sidebar. Use Canvas to keep all your project documentation, 会议记录, and resources in one place that your whole team can access.
如何使用 Slack 数据安全和隐私
数据 安全与隐私 lets you protect your team’s communications and control access.
以下是使用步骤。
Watch Data Security and Privacy in action:
现在让我们逐一分析每个步骤。
步骤 1：启用双因素身份验证
Click your profile picture and select “Preferences.”
Navigate to “Account” and enable two-factor authentication.
Step 2: Manage Channel Privacy
Create private channels for sensitive discussions that only invited members can access.
Understand the difference between public and private channels.
✓ 检查点： You should see a lock icon next to private channels.
Step 3: Review App Permissions
Go to workspace settings and review which apps have access to your data.
Remove any apps you no longer use or trust.
✅ 结果： Your workspace is now configured with stronger security controls.
💡 专业提示： Enterprise Grid customers can use Enterprise Key Management for additional data protection. Check your workspace settings regularly to make sure only authorized apps and users have access to sensitive content.
How to Use Slack Slackbot
Slackbot lets you get instant help, set reminders, and automate simple responses.
以下是使用步骤。
观看 Slackbot 的运行演示：
现在让我们逐一分析每个步骤。
Step 1: Set a Reminder
Type /remind @me [message] [time] in any channel or DM.
Slackbot will notify you at the scheduled time.
Step 2: Ask Slackbot Questions
Open a direct message with Slackbot by searching for it in the sidebar.
Ask questions about Slack features to get documentation and help.
✓ 检查点： You should see Slackbot’s response in your DM thread.
Step 3: Create Custom Responses
Workspace admins can create custom Slackbot responses for common questions.
Go to Settings > Customize > Slackbot to add new triggers.
✅ 结果： Slackbot now assists your team with reminders and answers common questions.
💡 专业提示： AI-powered tools like Slackbot and Agentforce provide assistance by summarizing information and enhancing efficiency. Use Slackbot’s custom responses to assist new team members with frequently asked questions about your job, practice, or workspace.
Slack 专业技巧和快捷键
After testing Slack for over 3 years, here are my best tips to stay productive and organized.
键盘快捷键
| 行动 | 捷径 |
|---|---|
| Quick Switcher (search channels) | Cmd/Ctrl + K |
| New Message | Cmd/Ctrl + N |
| Search Everything | Cmd/Ctrl + G |
| Edit Last Message | ↑ Arrow |
| Mark All as Read | Shift + Esc |
| 切换侧边栏 | Cmd/Ctrl + Shift + D |
大多数人错过的隐藏功能
- 侧边栏部分： Liberally use channel muting and sidebar sections to keep the noise to a dull roar. Create custom sections for starred channels, DMs, and project-specific topics.
- 用户组： You can create user groups to notify groups of people at once rather than mentioning each person individually. Perfect for teams, departments, or cross-functional groups.
- 表情符号反应： Emoji reactions are a quick way to respond to any message in Slack. Use them to acknowledge messages without cluttering the channel with “thanks” replies.
- Thread Replies: Keep conversations organized by replying in threads rather than the main channel. This helps others follow the main topic without getting lost. It matters that everyone can find context when they need it.
- 定时消息： When your message has landed, you can schedule sends for the right time. This is helpful for sending messages to teammates in different time zones or scheduling updates for company events.
避免 Slack 常见错误
Mistake #1: Using DMs for Everything
❌ 错误： Sending every conversation through direct messages, making it impossible for others to find context or join discussions.
✅ 右图： Use DMs for one-off conversations that don’t require an entire channel of people to weigh in. I agree that some things should be private, but for project work, use channels so conversations are searchable and accessible to the team.
Mistake #2: Not Setting Notification Boundaries
❌ 错误： Leaving all notifications on and getting pinged 24/7, leading to burnout and distraction.
✅ 右图： Set up notifications to be paused during non-work hours. Customize which channels can send you alerts and set your status to “Do Not Disturb” when you need focus time. You can leave the rest to catch up 之后.
Mistake #3: Creating Too Many Channels
❌ 错误： Making a new channel for every minor topic, leading to channel sprawl and confusion about where to post or comment.
✅ 右图： Channels are fundamental to working in Slack — they bring the right people, information, and tools together in one place. Create channels with clear purposes and archive inactive ones to keep your workspace organized.
Slack故障排除
Problem: Messages Not Syncing Across 设备
原因： Network connectivity issues or outdated app versions.
使固定： Check your internet connection and update Slack to the latest version. Sign out and sign back in if the issue persists.
Problem: Can’t Find an Old Message
原因： Free plan limits searchable messages to 90 days of history.
使固定： Use the search bar with specific keywords, dates, or sender names. Upgrade to a paid plan for unlimited message history and full search access.
问题：通知功能无法正常工作
原因： Do Not Disturb settings, muted channels, or device notification permissions.
使固定： Check your notification preferences in Slack settings. Verify that your device allows Slack notifications and that the channel isn’t muted.
📌 笔记： If none of these fix your issue, contact Slack support at slack.com/help.
Slack是什么？
松弛 is a collaboration hub that enables real-time communications and connections in a searchable platform for messaging, content sharing, learning, and more.
Think of it like your team’s digital headquarters where conversations, files, and tools come together.
观看这段快速概览：
它包含以下主要特点：
- 会议平台： Host video calls and huddles for real-time voice communication
- 技术优化器： Connect and manage your favorite productivity tools and apps
- Slack Connect： Collaborate securely with external partners and clients
- 工作流构建器： Automate repetitive tasks with a no-code tool
- 文档共享： Upload and share files within any channel or direct message
- 音频和视频消息： Record short videos for asynchronous communication
- 专案经理： Track tasks with Canvas and built-in checklists
- 数据安全与隐私： Protect communications with enterprise-grade security
- Slackbot： Get help, set reminders, and automate responses instantly
如需完整评测，请参阅我们的 Slack 评论.
宽松定价
以下是 Slack 在 2026 年的成本：
| 计划 | 价格 | 最适合 |
|---|---|---|
| 自由的 | $0 | Small teams testing Slack with 90-day message history |
| 专业版 | $7.25/user/month (annual) | Growing teams needing unlimited history and integrations |
| 商务+ | $15/user/month (annual) | Larger organizations requiring SSO and advanced AI features |
| 企业网格 | 联系销售 | Large enterprises with complex security and compliance needs |
免费试用： Yes, Slack offers a free tier with 90 days of searchable messages.
退款保证： Pro-rated refunds available for annual plans.
💰 性价比最高： Pro plan at $7.25/user/month — gives you unlimited message history and full integrations at a reasonable price for most teams.
Slack 与其他替代方案的比较
Slack 与其他同类产品相比如何？以下是竞争格局：
观看这段对比视频：
| 工具 | 最适合 | 价格 | 等级 |
|---|---|---|---|
| 松弛 | 团队消息传递和应用集成 | $7.25/mo | ⭐ 4.5 |
| 微软团队 | Microsoft 365 集成 | 每月 4 美元 | ⭐ 4.3 |
| Google聊天 | Google Workspace 用户 | 包括 | ⭐ 4.2 |
| Discord | Communities and gaming | Free/$9.99 | ⭐ 4.4 |
| Zenzap | Small team communication | £6/mo | ⭐ 4.0 |
| 捻 | Async-first communication | 每月 8 美元 | ⭐ 4.1 |
| 最重要 | Self-hosted and security-focused | 每月10美元 | ⭐ 4.3 |
快速精选：
- 综合最佳： Slack — Excellent for team messaging with 2,600+ app integrations
- 最佳预算： Google Chat — Free with Google Workspace subscription
- 最适合初学者： Microsoft Teams — Familiar for Office users, easy learning curve
- 最适合异步团队： Twist — Built for remote-first organizations that prefer written communication
🎯 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： Best for organizations already using Microsoft 365. Includes video meetings, file storage, and Office app integration in one platform.
- 💰 Google聊天： Perfect for Google Workspace users. Included free with your subscription and integrates with Gmail, Calendar, and Drive.
- 🎮 Discord： Great for communities and creative teams. Strong voice chat and screen sharing with a free tier that covers most needs.
- ⚡ Zenzap： Lightweight messaging app for small teams who want simple communication without the complexity of larger platforms.
- 🧠 捻： Built for async-first teams. Organizes discussions into threads so remote workers can communicate without real-time pressure.
- 🔒 Mattermost： Open-source and self-hosted option for security-conscious organizations who need complete control over their data.
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： Slack wins on third-party app integrations and design. Teams wins on price if you already pay for Microsoft 365. Choose Slack for best-in-class messaging experience.
- Slack 与 Google Chat： Slack offers deeper customization and more integrations. Google Chat is simpler and free with Workspace. Choose Slack if you need advanced workflows.
- Slack vs Discord： Slack is built for professional teams with enterprise security. Discord targets communities and gamers. Choose Slack for 商业, Discord for casual groups.
- Slack 对比 Zenzap： Slack offers more features and integrations. Zenzap keeps things simple and affordable. Choose Slack for growing teams, Zenzap for basic messaging needs.
- Slack vs Twist： Slack excels at real-time communication. Twist prioritizes async, threaded discussions. Choose Slack for fast-moving teams, Twist for remote-first async cultures.
- Slack 与 Mattermost： Slack is cloud-hosted with easy setup. Mattermost lets you self-host with full data control. Choose Slack for convenience, Mattermost for security and compliance.
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 creating channels and organizing their workspace.
只需不到5分钟。
常见问题解答
Slack 是用来做什么的？
Slack is used for team communication and collaboration. It replaces email chains with organized channels where teams can send messages, share files, and connect their favorite tools. Companies use Slack to start conversations, manage projects, and keep everyone aligned — whether they’re in the office or working remotely.
我的老板能看到我在Slack上的操作吗？
It depends on your workspace settings and plan. Workspace admins can export public channel messages and may have access to analytics about activity. On Enterprise plans with compliance features, organizations can export direct messages too. Check with your IT department to understand your company’s specific policies about data access and privacy.
Slack 与短信有何不同？
Slack is designed for work communication with features that texting doesn’t provide. You can organize conversations into channels by topic, search all your message history, integrate with hundreds of apps, share files, and collaborate with external partners. Texting is one-to-one; Slack creates a searchable knowledge base for your entire organization.
为什么人们使用 Slack 而不是电子邮件？
Slack provides faster, more organized communication than email. Messages are instant and threaded, so you can respond to feedback quickly without long email chains. You can mention specific people to get their attention, and everything stays searchable. Slack also integrates with tools like Salesforce and Google Drive, bringing your workflows into one place.
Slack是免费应用吗？
Yes, Slack offers a free plan that includes basic features like 90 days of searchable messages, 10 app integrations, and one-on-one video calls. The free tier is great for small teams getting started. Paid plans starting at $7.25 per user per month add unlimited history, more integrations, and advanced features like user groups and guest access.
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