Organizing Mattermost

The importance of organizing channels increases as Mattermost spreads to thousands of users.

This document shares best practices from various Mattermost deployments including:

  1. The importance of channel names
  2. How to navigate and organize channels
  3. Channel naming examples

The importance of channel names

Channels organize communication in Mattermost.

When naming or renaming channels, consider the following:

Basic Structure

  • Channel names appear in menus where users select which conversations to join.
  • Channel names are unique.
  • Channel names have a 22 character limit to ensure readability on both desktop and mobile devices.
  • An additional 128 characters are available to add a “Channel Purpose” visible when users are selecting channels.
  • An additional 1024 characters are available for describing the channel in detail in the “Channel Header”.

Scoping Names

It’s natural to start with broadly defined channels and let them divide into narrower topics as discussions progress.

For example, you might begin with a general “Marketing” channel. As conversations progress, you might divide that channel into: “Marketing: Website”, “Marketing: Social Media”, “Marketing: General”.

Tip

Use colons to separate sections of channel names, rather than `` - `` or `` > `` which require more spaces to display.

As the organization grows, disciplines might split across business units, products and geographies, with channel names like “US: Marketing” and “UK: Marketing”.

Tip

If you need to shorten country names, use standard 2-letter country codes.

You can combine the hierarchies, with formats like [SUB-TEAM]: [TOPIC]: [SUB-TOPIC]. For example: US: Mrkt: Website and UK: Mrkt: Social Media.

Tip

Shorten words, particularly categories, by removing vowels, endings and redundant letter sounds. Example: Turn “Marketing” into “Mrkt”, and “Project” into “Prjt”.

Good naming can take a team up to several thousand channels without significant confusion. Eventually every organization hits a limit and an additional team might need to be created on the server to accommodate the large number of channels.

How to navigate and organize channels

With guidance on how to set channel names, here are different navigation options and types of channels to consider:

Topic Channels

Topics are broad categories for organizing discussions. Topics are similar to how a user might create a folder for organizing emails or documents:

Examples: Recruiting, Interviews, Legal Reviews, Documentation

Users can join and leave topic-based channels, as well as add colleagues to have topic-based discussions.

As teams get larger and the number of channels increase, you may start naming topics in a hierarchy to make them easier to find:

Examples: Legal: Trademarks, Legal: Contracts, Legal: Licensing

Meeting Channels

Meeting channels are often used to organize regular meetings. Members can add topics as messages to be discussed during the regular meeting time:

Examples: Monday Sales Update, All Hands Meeting

There are three built-in features to make meetings in Mattermost easier:

  1. Numbered agenda items in title text

You can number and format messages as agenda items to discuss for the next meeting.

Tip

Try pasting the following as an example in a channel designated for meetings:

#### 1) Agenda item example
#### Commentary about agenda item to be discussed.
  1. Threaded messaging

On an agenda item message, you can select [...] > Reply to leave comments about an agenda item before or after a meeting to extended discussion.

  1. Header links

When meeting remotely, add persistent links to your video or audio conferencing solution, like Zoom, Google Hangouts or BlueJeans in the channel header.

When it’s time to meet, your team can click the conference link to connect.

Sub-Team Channels

Sub-teams can include people from the same discipline, project teams, people with the same manager or other groups brought together for a shared purpose:

Examples: Developers, Marketers, Offsite Organizing Committee, SusanK's Directs

As sub-teams grow beyond a manageable size for one channel, they can sub-divide:

Examples: US: Developers, UK: Developers, SusanK's Directs, SusanK's Extended Directs

Project Channels

Project channels discuss how groups of people come together to achieve specific outcomes:

Examples: Logo Design, Localization, Product Launch

Projects are often private channels rather than public channels and are used to organize a small team around a project brought up in a larger channel. The Project Channel is used to do detailed work, and updates are typically communicated back to larger channels.

Location Channels

If your teams are in different buildings, cities or regions, you can create Location channels to help people coordinate meetings and get-togethers:

Examples: Building 10, Palo Alto, Toronto, Delaware

This helps share announcements and discussions relevant to only those locations.

Data Channels

Data channels allow automatic integration. Information like new or updated support tickets or bug reports, Twitter updates or mentions of your company name in the news can all be made available in channels your team chooses to monitor. There is a wide array of options:

Examples: Bugs, Support Tickets, Twitter, News Mentions

People might use these channels like a daily newspaper, reading about everything that’s happened in the last day, while other configurations allow notifications to alert only when their username or certain key words are mentioned.

Channel naming examples

Here is an example of what a marketer’s channels might look like in a small team:

CHANNELS
* Recruiting
* Interviews
* Marketing
* Sales
* All Hands Meeting
* Town Square
* Off-Topic

PRIVATE CHANNELS
* Website
* Twitter Marketing
* Logo Design

DIRECT MESSAGES
* [Sales People]
* [Marketers]
* [Recruiter]
* [Manager]

Here is an example of what a marketer’s channels might look like if she was working in the Palo Alto, California, office of a large enterprise, working on a product called “Pontoon”:

CHANNELS
* Geo: PA: Recruiting
* Geo: PA: Interviews
* US: Mrkt: General
* US: Sales: West Coast
* US: All Hands
* Town Square
* Off-Topic

PRIVATE CHANNELS
* Pontoon: Mkrt: Website
* Pontoon: Mkrt: Twitter
* Pontoon: Mkrt: Logo Design

DIRECT MESSAGES
* [West Coast Sales People]
* [Marketing Peers]
* [Recruiter for PA office]
* [Manager]