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Slack 列表:跟踪项目任务
当你的团队在 Slack 中进行协作,但使用其他工具跟踪项目时,背景信息可能会丢失。借助列表 ,你可以在现有的工作环境中捕获、跟踪任务并确保进展同步。
捕获项目工作
假设你开始了一个新项目,并已建立了一个频道 ,以便团队在其中开展协作。当你们在频道中讨论项目时,可以使用列表来跟踪关键任务及其截止日期。
新建列表
从头开始创建列表 或使用我们的提供的一个模板(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 。
你可以根据需要选择项目跟踪器 模板,然后单击使用模板 。
自定义你的列表
使用你要添加的信息自定义列表。在项目跟踪器 模板中,系统已为你添加了任务 、状态 、被分派人 和截止日期 ,但你可以根据自己的需要添加、编辑或删除字段。
添加字段
编辑字段
删除字段
单击列表中首行末尾的加号图标 。
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 。
在列表中,将鼠标悬停在要编辑的字段上。
单击编辑字段 。
进行更改并在完成后单击保存 。
在列表中,将鼠标悬停在要删除的字段上。
单击删除字段 。
单击是,删除该字段 以确认删除字段。
向列表添加事项
设置列表后,开始为需要完成的每个项目任务添加事项。
单击添加事项 并输入说明。
对于每个事项,单击字段单元格以输入相关信息或选择一个选项(例如被分派人和截止日期)。
提示: 你可以将任意消息转换为任务。在对话中,将鼠标悬停在消息上,并单击 三个圆点图标 ,然后选择添加到列表 。
创建列表视图
通过创建可以保存并随时返回查看的视图,你和你的团队能够以不同的方式直观地显示相关信息。例如,你可以创建一个视图,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,选择如何对列表中的事项进行排序、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 ,然后单击保存为新视图 。
要在已保存的视图之间切换,请单击 所有事项 。
让相应人员保持一致
为了让相关人员对正在进行的工作达成一致,请与特定人员或频道共享列表,并为需要进一步讨论的事项发起专用的消息列。
共享你的列表
如果已经为项目建立了专属频道,请在该频道中共享列表,以便每个人都能够进行访问。
单击列表右上角的共享 。
键入人员姓名或频道名称,然后单击可以编辑 下拉菜单,以决定他们是否能查看或编辑列表,然后选择共享 。
要设置常规权限,请单击仅受邀人员可访问 。然后选择[组织名称] 中的任何人都可以查看 或[组织名称] 中的任何人都可以编辑 。
分配任务
在在列表中将任务分配给相应人员后,他们可以在列表 页面的分配给你的任务 部分查看任务。
在列表中,单击被分派人 字段下方的人员 图标。
搜索人员姓名或从列表中进行选择。
发起消息列
如果需要对某项任务进行集中讨论,无论是探讨遇到的障碍还是分享最新状态,你都可以在列表中为该事项发起一个消息列。
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。
键入并发送你的消息。
启用通知
你可以为列表中需要关注的事项启用通知。例如,在某个特定事项的状态发生变化时,收到通知可能会很有帮助。
在列表中,将鼠标悬停在你想要为其启用通知的事项上,然后单击打开 。
单击三个圆点图标 ,然后将鼠标悬停在开启通知 上并选择一个选项。
你将在 活动 中找到你收到的所有通知。
更多使用列表的方式
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