Overview
Stand up public/private channels, add topics, and apply naming + archiving rules.
Prerequisites
- Workspace admin or channel owner permissions
Permissions required
Steps (3)
-
1
Create a channel
Go to **Channels → New**. Choose Public for discoverability or Private for restricted membership. Add a topic and owners.
Tips
—
Validation
- Channel appears in the left rail with topic visible.
Success criteria
—
-
2
Enforce naming policy
Open **Admin → Policies → Naming**. Add patterns like `#team-*`, `#proj-*`, and required prefix owners. Turn on “Block non-conforming names.”
Tips
—
Validation
—
Success criteria
—
-
3
Set auto-archive rules
Under **Admin → Policies → Lifecycle**, set inactivity thresholds (e.g., archive after 90 days). Exempt critical channels.
Tips
—
Validation
—
Success criteria
- New channels follow prefixes; stale channels auto-archive.
About this guide
Channels keeps work visible and searchable. Use public or private rooms, keep side conversations contained in threads, and attach files through File-Vault with previews and expiring links. Pin a living Canvas to each channel for runbooks or briefs.
With one click, convert an important thread into an Agent Desk ticket, route tasks into ActionDesk, and log every key moment to Chronicle. Moderation, DLP, retention and legal hold are workspace-level guardrails. Optional AI summaries help teams catch up quickly.