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创建和共享自定义画板模板
如果找不到适合需求的画板模板 ,你可以建立自己的模板。自定义模板可以与你的工作区或 Enterprise Grid 组织中的其他人共享,也可以将其保持为私密状态。
运作方式
注意: 目前无法在 Slack 移动版应用中建立、共享或使用画板模板。
建立自定义画板模板
要建立自定义模板,你需要转换现有画板。转换后,你将能够搜索模板 并在之后使用该模板。
从画板中,单击 三个圆点图标 ,然后选择转换为模板 。
单击转换为模板 。
共享画板模板
将画板转换为模板后,只有你可以访问该模板。要让其他人使用你的模板,你可以共享该模板。
在画板模板中单击右上角的共享 。
添加你想要与之共享模板的人员或频道,并根据需要添加消息。
单击下拉菜单并选择 可以查看 或 可以编辑 ,决定共享该模板的方式。 •具有可以查看 权限的用户可以使用你的模板来建立画板。 •具有可以编辑 权限的人员可以对模板进行更改。保存更改后,更新的版本将立即可用。
单击共享 。
编辑画板模板
你和拥有可以编辑 权限的任何其他人都可以编辑画板模板。
将鼠标悬停在 更多 上,然后选择 画板 。
单击右上角的 新建,然后选择从模板开始 。
搜索你想要编辑的模板,然后从列表中选择该模板。
单击编辑 ,然后进行更改。编辑内容将自动保存。
注意: 拥有可以编辑 权限的任何人都可以更改能够使用或编辑该模板的人员。按照上述步骤查找模板,然后单击共享 以调整权限。
将模板恢复为画板
拥有可以编辑 权限的任何人都可以将模板恢复为画板,使其将不再可用作模板。
从画板模板中,单击 三个圆点图标 ,然后选择将模板转换为画板 。
单击恢复为画板 确认。
为你的组织发布模板
默认 情况下,所有拥有者、管理员和模板管理员 (以及企业增强套餐中的销售管理员 )都可以将模板发布到画板模板库的由你的组织建立 分区。Enterprise Grid 组织中的每个人都可以查找和使用这些模板,它们非常适合在整个组织内统一画板的外观和使用。要将模板添加至此分区,请按照以下步骤操作:
添加或移除模板
在画板模板中单击右上角的共享 。
单击全体 选项卡。
选中该方框以将模板添加到模板库的由你的组织建立 分区。要将其从分区中移除,请取消选中该方框。
单击保存 。
注意: 若要在由你的组织建立 分区中发布或移除模板,你需要对相应模板拥有可以编辑 权限。
为 Sales Elevate 发布画板模板
Slack Sales Elevate 的画板模板由 Slack 制作,可让成员轻松创建业务机会计划或客户回顾等文档。销售管理员可以自定义并发布这些销售画板模板,以供其成员使用。
将鼠标悬停在 更多 上,然后选择 画板 。
单击右上角的 新建 ,然后选择从模板开始 以浏览可用模板。
在 由 Slack 创建 下面,从列表中选择一个销售模板。
单击使用模板 。
进行所需的更改,然后单击发布 。
发布后,销售画板模板将出现在画板模板库中,并带有一个 💸 销售表情符号 。
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