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Slack 模板:跟踪和管理反馈
从更大的利益相关者群体收集反馈时,一个常见的挑战是收到各种格式和论坛的意见提交。要在 Slack 中集中处理此流程,请使用我们的反馈收集和分流 模板。你只需在设置过程中填写一些细节,就可以高枕无忧了。
小窍门: 无论你需要做什么,都可以找到适合的模板。从桌面版 Slack 中,单击侧栏里的 更多 并选择 模板 以浏览可用模板。
反馈收集和分流模板包括:
反馈说明画板 ,用于共享反馈提交指南
反馈跟踪器列表 ,用于整理提交并确定其优先级
反馈表单工作流程 ,用于收集标准化的提交
状态通知工作流程 ,在添加或更新列表项时自动发布
建立反馈频道
在 Slack 中工作时,收集和管理反馈提交的最佳场所是频道。我们的反馈收集和分流 模板拥有简化此流程所需的一切。
创建频道
在桌面版中,单击侧栏中的 加号图标 。
选择频道 ,然后从模板列表中选择反馈收集和分流 。单击模板预览中的标签,查看画板、列表或工作流程。
准备好开始设置时,单击下一步 ,然后单击使用模板 。
在 #反馈- 频道前缀 之后填写频道名称。
选择一个频道类型(公共或私人 ),然后点击建立 。
你可以立即邀请人员加入频道 ,但我们建议等到自定义模板之后再添加其他人。
编辑模板
模板就绪后,你可以查看和更改画板、列表和工作流程。
反馈说明
反馈跟踪器
工作流程
单击频道标题中的 反馈说明 以打开画板。
已为你填写了介绍性段落、章节名称以及通过工作流程提交反馈的说明。查看内容并进行你想要的任何更新。如果有其他资源要分享,请将其添加到“其他资源”部分。
默认情况下,频道中的所有人都能够编辑画板。要限制编辑权限,请遵循以下步骤 。
💡访问在 Slack 中使用画板 ,获取有关如何使用画板的详细说明。
人员使用工作流程分享反馈时,跟踪器将自动填充其提交内容。
单击频道标题中的 任务跟踪器 以打开列表。你将看到三个占位符任务,这些任务可以编辑或删除。
要编辑任务,请在任务 字段中单击并添加新文本。然后,更新描述 字段。要删除任务,将鼠标悬停在相应任务上并单击 打开 。单击 三个圆点图标 ,然后选择删除 项目 。
要添加新任务,单击添加项目 。默认情况下,频道的所有成员都能够在列表中更新、添加和移除项目。要限制编辑权限,请遵循以下步骤 。
💡阅读在 Slack 中使用列表 ,获取关于使用列表的分步指南。
Slack 中的工作流程会执行预配置的一系列步骤,实现流程自动化。此模板中包含的两个工作流程不需要额外配置,不过你可以根据需要编辑它们 。例如,你可能需要更新反馈表单 工作流程以收集添加到列表中的新字段的信息,或者修改项目状态通知 工作流程以在发送到频道的消息中包含更多信息。
单击频道标题中的 工作流程 标签。
单击你想要进一步自定义的工作流程旁边的 三个圆点图标 ,然后选择编辑工作流程 。
单击要更改的步骤旁边的 铅笔图标 。
单击保存 ,然后单击发布更改 。
移除精选工作流程
在此模板中,反馈表单工作流程已在频道中精选。在精选一个工作流程时,消息输入框将被一个发起工作流程的按钮替换。频道中的任何人员都可以使用该工作流程,或单击 发送消息 以发送常规消息。如果你不想精选此工作流程,请按照以下步骤操作:
单击工作流程旁边的 三个圆点图标 ,然后选择从精选中移除 。
单击从精选中移除 。
💡阅读什么是 Slack 工作流程? 进行概要了解。
添加团队成员
完成模板编辑之后,就可以向频道中添加人员了。
单击右上方的个人档案图片集群。
单击 添加人员 。
搜索人员或用户组 ,然后单击添加 。
开始工作
👏嗒哒!你已在 Slack 中设置跟踪和管理反馈。新频道中的任何人都可以从消息输入框访问反馈提交工作流程,你和帮助分流反馈提交的其他人可以直接从列表中进行工作。
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