How to Track Work in Slack Using Lists (Full Transcript)

[00:00:00] Speaker 1: You know all that work that you do that doesn't become a record in Salesforce? There's an easy way to track that with a list in Slack. Check this out. Hello and welcome back to Slack School. My name is Mike Reynolds. I'm your host. I'm part of the Slack team here at Salesforce. And today we're going to be talking about lists in Slack. Lists in Slack are structured tables that help you track and manage stuff directly in Slack where your team is already working. If you use Salesforce, you understand the value of having data live in Salesforce. Lists are not for that data. Think about the other stuff that you need to do to be able to do your job that isn't an account or a contact. For myself, I use lists to organize ideas for all sorts of things. Slack school episodes, tracking conferences that I need to submit presentations to. I even use a list in my own personal org to track holiday gift giving ideas. Anytime you've thought, I could make a spreadsheet for that. You could be using a list in Slack. Now we're going to take a look at how you can create lists, how we add data to them and even see how they can be used for project management. Remember, you can follow along with me in your own Slack sandbox. You can even follow along with me in a sandbox. They're free. Anyone can get one on slack.dev. So if you don't have one yet, you know, maybe get on with that before my cat gets one before you do. All right, let's get going. So I'm going to make a list. The easy way to start with that is using files. We'll get into all of the different aspects of files later, but over in your left-hand sidebar, I've got this icon for files. And when I click on that, my left-hand sidebar, instead of listing out a lot of channels, it's going to show me the types of files that I have access to. In this instance, I haven't really set much up. I could choose lists here to just display lists, or when I'm still here on this all files view, I can just jump up to new in the top right corner and choose new list. Now what we're going to get out of this is there's an option down here for exploring templates, which we're going to skip for now. You can also make your own template, which is what this is highlighting. We'll close that for now. And this is going to be our basic list. I'm going to use an example of my team planning an event for the Slack community. And this is entirely made up. None of this is real. So we'll call this Slack community at TDX, because sometimes we do things at TDX, you know. It's nice to have a little description. So we'll use this space right here to put a description. Once we have that, I can just start working on this list. So let's do that. Now we need to add a field. So we can hit this add field button, and it'll display all of the available field types. This is very similar to when you are choosing a data type for a new field in Salesforce. Here I'm going to use what we call a select field. In Salesforce, that'd be called a pick list. So I'm going to choose this. We're going to call this status. Now we are going to set a status of this. I'm going to use some really traditional project management statuses. So how about not started. And I can just hit enter to create a new line. We'll say working, blocked, and done. After I've selected these, I can set a color on them. I like to say that things that aren't started, there may be gray. Things that are working, they can be a green color. How about that jade? That's nice. Blocked, I want that to kind of stand out. We'll make that red. And for when things are done, we'll say that's green, but the other color green. We'll say that the...