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Slack 列表:管理项目
当你的团队在 Slack 中进行协作,但在其他工具中管理项目时,上下文可能会丢失,进度也会减慢。借助 Slack 列表 ,你可以在你熟悉的工作位置捕获任务、将其可视化并保持一致。
捕获项目工作
假设你正在管理一个项目,并已建立了一个频道 ,以将对话集中在一个位置。当你在频道中与团队讨论项目工作时,请使用列表来跟踪关键任务和行动项目。
新建列表
从头开始发起一个列表或使用我们的模板之一(项目跟踪器模板是一个不错的选择)。
在桌面版中,将鼠标悬停在 更多 上,然后选择 列表 。
单击右上角的 新建 ,然后选择 列表 。
你可以根据需要从左侧列中选择项目跟踪器 模板,然后单击使用模板 。
自定义你的列表
根据你想要包含的信息自定义列表。在“项目跟踪器”模板中,系统已经为你添加了“任务”、“状态”和“优先级”这三个字段,但你可以根据需要添加、编辑或删除字段。
添加字段
编辑字段
删除字段
单击列表中的任何项目将其打开。
在右侧面板中,单击添加字段 。你可能需要向下滚动才能看到该选项。
输入字段名称并选择字段类型。根据系统提示选择其他选项,然后单击保存 。
单击列表中的任何项目将其打开。
在右侧面板中,单击字段名称并选择编辑字段 。
编辑该字段并在完成后单击保存 。
单击列表中的任何项目将其打开。
在右侧面板中,单击字段名称并选择删除字段 。
确认删除该字段。
向列表添加事项
设置列表后,开始向其中添加项目以跟踪项目任务。
单击无标题项目 并输入说明。
对于每个项目,单击字段单元格输入相关数据,例如标题、被分派人和截止日期。数据将根据字段类型设置格式。
要添加更多项目,请单击列表底部的 添加项目 。
小窍门: 你可以将任何消息转换为列表项。在对话中,将鼠标悬停在消息上,并单击 三个圆点图标 ,然后选择添加至列表 。
可视化进度
凭借列表,你和你的团队即可通过建立可以保存和返回的视图,以不同方式可视化进度。
建立视图
例如,建立一个视图,按优先级筛选任务并按截止日期对其进行排序。
单击列表中的 筛选器图标 。
在编辑视图 下,选择希望如何对列表中的项目进行排序、筛选、隐藏和分组。你还可以选择表格布局或看板布局。
单击保存视图 ,然后单击保存更改 或保存为新视图 。
要在已保存的视图之间切换,请单击 所有项目 。
让相应人员保持一致
为使团队正在进行的工作保持一致,请与特定人员或频道共享列表,并为需要附加上下文的项目发起专用的消息列。你还可以设置提醒,以在项目更新时收到通知。
共享你的列表
如果已经有该项目的专属频道,请在该频道分享列表,以便相应人员可以进行访问。
单击列表右上角的共享 。
从常规 标签,选择你所在工作区中的所有人是否应具有已限制 、可以查看 或可以编辑 访问权限,然后单击保存 。
从频道 或人员 标签,添加可以在列表中协作的人员或频道的名称,然后单击共享 。该列表将作为消息发送给你指定的人员或频道。
小窍门: 要了解列表已经与哪些人员共享,请单击列表右上角的共享 ,然后在频道 和人员 选项卡之间导航。
创建消息列
每当需要对任务或项目进行集中讨论(例如讨论阻碍因素或共享状态更新)时,请在列表中建立消息列。
将鼠标悬停在列表中的某个项目上,然后单击添加评论 发起消息列,或单击查看评论 继续消息列。
输入你的消息,然后按 发送 。
注意: 通过单击侧栏中的 消息列 ,你可以在其他消息列所在的同一位置阅读和回复关于列表项的消息列。
启用通知
你可以为列表中想要关注的项目启用通知。例如,在某个特定项目的状态字段发生变化时获取通知。
从列表中,单击你要启用通知的项目,或将鼠标悬停在其上并单击 打开 。
单击右侧面板中的 铃铛图标 。
从下拉菜单中选择一个通知选项。
项目的通知将发送到 活动 。
更多使用列表的方式
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