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Slack 模板:管理项目
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。
当你的团队在 Slack 中工作但持续使用其他工具跟踪项目任务时,背景信息和重要决策信息可能会丢失。要在 Slack 中启动和管理项目,可以使用我们的项目入门工具包 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。
项目入门工具包模板包括
项目概览画板 ,用于整理团队需要的所有项目详细信息
任务跟踪器列表 ,用于整理任务和可交付成果
状态更新工作流程 ,在任务更新时自动发布
新成员欢迎工作流程 ,用于团队成员介绍
建立你的项目频道
每个项目都需要在 Slack 中拥有一个专属频道,你的团队可以在其中沟通和协作,而项目入门工具包 模板拥有入门所需的所有工具。
创建频道
在桌面版中,单击侧栏中的加号按钮 。
选择频道 ,然后从模板列表中选择项目入门工具包 。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 #project- 频道前缀之后填写项目名称。前缀 可以让其他人轻松查找频道和确定它的用途。
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。
项目概述
任务跟踪器
工作流程
单击频道标题中的 项目概览 以打开画板。
系统会为你填充你在设置频道时输入的项目名称,不过你可以更新它(以及画板中任何或所有分区的名称)。
滚动查看画板,为项目描述 、目标 、团队 和关键资源 部分添加信息。任务跟踪器也嵌入到画板中,你添加的任务将显示在其中。
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。
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 。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,你可能想要个性化新成员欢迎 工作流程发送的消息,或者修改状态更改提醒 工作流程,在它向你的频道发送的消息中添加更多信息。
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 。
💡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你要与之合作的所有人员了。
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!你已准备好在 Slack 中管理新项目。用一则欢迎消息开启对话,让人们知晓在哪里找到你在模板中建立的资源,你的项目将正式启动并运行。
小窍门: 查看我们的召开富有成效的会议 教程,掌握在 Slack 抱团中开会的小窍门。
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