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创建和共享自定义模板
Slack 模板 将画板 、列表 和工作流程 放到一个频道中。如果找不到适合你的模板,你可以混合和匹配任意数量的画板、列表和工作流程,建立一个为你的组织和工作方式量身定制的模板。
注意: 模板正在逐步推出。感谢你的耐心等待,我们会通过付费套餐向所有客户发布。
小窍门: 要浏览 Slack 创建的模板,单击桌面版侧栏中的 模板 。如果未看到这一选项,单击 更多 来进行查找。
预期情况
你可以在模板中添加任意数量的画板、列表和工作流程。
添加画板和列表时,你可以选择自己创建的画板和列表,也可以选择现有的模板。你可以使用七个预配置的工作流程向频道发送消息,并通过表单收集信息。
拥有创建自定义模板 权限的人可以与他人分享该链接以供使用。在 Enterprise Grid 中,拥有者、管理员和模板管理员 还可以将自定义模板发布到模板库以供成员使用。
创建模板
默认情况下,所有成员都可以创建和共享自定义模板。如果你看不到这个选项,请联系拥有者或管理员 以寻求帮助。
开始使用
从 主页 标签,单击侧栏中的 模板 。如果未看到这一选项,单击 更多 来进行查找。
单击右上角的建立模板 。
添加组件
在其中包括 下,单击 添加到模板 。然后,选择 画板 、 列表 或 工作流程 。
要添加画板 或列表 ,搜索你要使用的,或者从列表中选择一个。然后,单击添加到模板 。
要添加工作流程 ,从列表中选择一个并单击添加到模板 。可用于模板的工作流程已预先配置,无法进一步自定义。
结束
向模板添加组件之后,单击结束 。
为模板命名,并添加一段描述。
添加频道前缀 。前缀有助于让频道名称标准化,方便人们查找项目、流程等的频道。
如果愿意,你可以将其他人添加为模板管理器,让他们有权限编辑你的模板。在谁可以编辑此模板? 下,搜索你想要添加的人员并选择他们的名字。
如果你使用的是 Enterprise Grid,有些人可能具有将自定义模板发布到模板库的权限 ,这样可以让其组织内的其他成员使用模板。要将你的模板发布到模板库,在谁可以查找和使用此模板 下选择 [组织名称] 的成员 。
单击保存模板 。你可以从模板库的 你的模板 部分访问自定义模板。
共享模板
你可以与工作区或 Enterprise Grid 组织中的其他人共享模板链接。任何获得模板链接的人在创建新频道或将其添加到现有频道时都可以使用该链接。
从 主页 标签,单击侧栏中的 模板 。如果未看到这一选项,单击 更多 来进行查找。
单击 你的模板 。
单击模板旁边的 三个圆点图标 ,然后选择菜单中的复制模板链接 。
在频道或私信中分享该链接。
小窍门: 有关使用模板的更多详情,请访问在频道中使用模板工作 。
编辑模板
要修改你创建或管理的模板,请按以下步骤操作:
从 主页 标签,单击侧栏中的 模板 。如果未看到这一选项,单击 更多 来进行查找。
单击 你的模板 。
单击模板旁边的 三个圆点图标 。
要对模板中的画板、列表或工作流程进行更改,选择编辑此模板 。要更新模板名称,或者添加或移除模板管理者,单击编辑模板名称和权限 。然后,单击保存更改 。
要删除模板,选择删除模板 ,然后点击删除模板 进行确认。
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