How to Use Slack at Signature

Effective as of May 24, 2022

Last updated: June 4, 2024

Initial Account Set Up:

• Joining Channels:
  • Get added to your Department Channels (Dep Channels) and Core Process Channels.  
• Starring Channels:
  • Star channels you plan to monitor throughout the day.
• Notification Settings:
  • Set up notifications for mentions (@...) and direct messages for urgent and important communications (screenshot below). 

Direct Messages (DMs):

• 1-on-1 Messages: Utilize DMs for one-to-one messages.
• Group Messages: Use the appropriate department or process channel for groups larger than two. Start with a subject line, tag key stakeholders using @mentions, and then reply to the thread with the information. 
  
  

Rules:

• Ticket/Deal Updates: Tag individuals within HubSpot for any existing Deals/Tickets that need attention; avoid DMs in Slack for these issues
• Channel Creation: Avoid creating new channels without the necessary approval.
• Group DMs: Refrain from creating direct messages with multiple people; use channels instead.
• External Invites: Avoid inviting external individuals into team channels.
• Seeking Help: If unsure, ask. If they don’t have the answer, they’ll find someone who does.

Bookmarks:

• Bookmark one or two key documents or link to a shared department drive/folder with structured subfolders containing SOPs, Meeting Notes, etc.

Source: Signature Communication Policy