# Choosing Slack features: canvases, lists, huddles, workflows

*Slack Administrator Study Guide · Fundamentals · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-administrator/fundamentals/choosing-slack-features-canvases-lists-huddles-workflows*

Match a requirement to the Slack feature built for it: canvases for formatted reference content, lists for tracked items, huddles and clips for live versus async talk, channel email for systems that can't use apps, Workflow Builder triggers, and Slack Connect or multi-workspace channels for who needs to be in the conversation.

- Certification: Salesforce Slack Administrator
- Exam section: Fundamentals
- Study guide: https://www.certifyforce.com/study-guide/slack-administrator

**Official exam objective:**

> Given a list of requirements, determine which feature to use to satisfy the requirements.

## What the exam expects

- Choose a canvas or a list for content, given whether it is a formatted document or tracked items, and configure the list (fields, board view, CSV, form, sharing).
- Choose a huddle (live, screen share, joinable link, AI notes) or a clip (recorded, async).
- Bring a system's email into a channel and pick the Workflow Builder trigger that removes a manual step.
- Choose a Slack Connect DM, a Slack Connect channel or a multi-workspace channel from who must be in the conversation, and fix channel problems with posting permissions or per-channel retention.

Key terms:
- **Canvas:** a surface for fully formatted content such as a project plan.
- **List:** items with customizable fields, views and threads for tracking work.
- **Huddle:** a live audio and video conversation in a channel or DM.
- **Clip:** a recorded audio or video message of up to five minutes.
- **Multi-workspace channel:** one channel shared with several workspaces of one Enterprise org.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Show canvas by default | Opens the canvas tab on a first visit and after new content | [Use a canvas](https://slack.com/help/articles/203950418-Use-a-canvas-in-Slack) |
| List board layout | Groups items by a field; drag between columns | [Use lists](https://slack.com/help/articles/27452748828179-Use-lists-in-Slack) |
| List CSV | Import a CSV on desktop; Download CSV to export | [Use lists](https://slack.com/help/articles/27452748828179-Use-lists-in-Slack) |
| List owners | Same permissions as the creator | [Use lists](https://slack.com/help/articles/27452748828179-Use-lists-in-Slack) |
| Huddle size | Free: 2; paid: up to 50, 25 on video | [Use huddles](https://slack.com/help/articles/4402059015315-Use-huddles-in-Slack) |
| AI huddle notes | Takeaways in a canvas; not with external people or guests | [AI huddle notes](https://slack.com/help/articles/31377193680019-Use-AI-to-take-huddle-notes-in-Slack) |
| Clip length | Up to five minutes | [Record clips](https://slack.com/help/articles/4406235165587-Record-audio-and-video-clips-in-Slack) |
| Channel email address | Paid plans; any channel member by default | [Send emails to Slack](https://slack.com/help/articles/206819278-Send-emails-to-Slack) |
| Slack Connect | DMs on any plan; channels up to 250 organizations, each paid or invited to try it free | [Slack Connect guide](https://slack.com/help/articles/115004151203-Slack-Connect-guide--work-with-external-organizations) |
| Posting permissions | Any channel on Business+ and Enterprise; #general only on Free and Pro | [Posting permissions](https://slack.com/help/articles/360004635551-Manage-channel-posting-permissions-) |

## Check yourself

- Why does a canvas tab beat a pinned message for a project brief?
- When should a team use a clip instead of a huddle?
- How do people join a recurring huddle from a calendar invitation?
- When does a Slack Connect DM fit better than a Slack Connect channel?

## Sources

- [Slack plans and features](https://slack.com/help/articles/115003205446-Slack-plans-and-features)
- [Use a canvas in Slack](https://slack.com/help/articles/203950418-Use-a-canvas-in-Slack)
- [Use lists in Slack](https://slack.com/help/articles/27452748828179-Use-lists-in-Slack)
- [Use huddles in Slack](https://slack.com/help/articles/4402059015315-Use-huddles-in-Slack)
- [Use AI to take huddle notes in Slack](https://slack.com/help/articles/31377193680019-Use-AI-to-take-huddle-notes-in-Slack)
- [Record audio and video clips in Slack](https://slack.com/help/articles/4406235165587-Record-audio-and-video-clips-in-Slack)
- [Send emails to Slack](https://slack.com/help/articles/206819278-Send-emails-to-Slack)
- [Guide to Slack Workflow Builder](https://slack.com/help/articles/360035692513-Guide-to-Slack-Workflow-Builder)
- [Slack Connect guide: Work with external organizations](https://slack.com/help/articles/115004151203-Slack-Connect-guide--work-with-external-organizations)
- [Add a channel to multiple workspaces in your Enterprise organization](https://slack.com/help/articles/115001399587-Add-a-channel-to-multiple-workspaces-in-your-Enterprise-organization)
- [Manage channel posting permissions](https://slack.com/help/articles/360004635551-Manage-channel-posting-permissions-)
- [Edit message retention settings for specific conversations](https://slack.com/help/articles/115005393586-Edit-message-retention-settings-for-specific-conversations)
- [Use channel management tools](https://slack.com/help/articles/360047512554-Use-channel-management-tools)
- [Guide to AI features in Slack](https://slack.com/help/articles/25076892548883-Guide-to-AI-features-in-Slack)
- [Change a member's role](https://slack.com/help/articles/218124397-Change-a-members-role)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Slack Administrator pack (USD $19): https://www.certifyforce.com/practice-exams