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在频道中使用模板工作
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。
Slack 模板 将画板 、列表 和工作流程 放到一个频道中。无需从头开始,直接选择一个专为多种常见流程(如管理项目、新员工入职培训等)设计的模板。
选择模板
你可以从模板建立频道,也可以将模板添加到现有频道。设置模板后,你可以通过频道标题中的标签访问画板、列表和工作流程。
建立新频道
在桌面版中,单击侧栏中的 加号图标 。
选择 频道 。
在尝试使用模板 下,选择你要使用的模板,然后单击下一步 。
Slack 会自动推荐一个频道前缀 ,你可以根据需要进行更改。输入频道名称的剩余部分(如果你使用 Enterprise Grid 套餐,则选择一个工作区)。然后,单击下一步 。
选择一个频道类型(公共或私人 ),然后点击建立 。
准备就绪后,Slackbot 将向频道发布消息。单击频道标题中的 画板 、 列表 或 工作流程 标签,进行查看和自定义 。
将模板添加到现有频道中
频道管理者 和具有编辑频道标签权限的人员 可以将模板添加到频道中。
在桌面上打开一个频道。
单击对话标题中的 加号图标 。
选择添加模板到频道 ,然后从列表中选择一个模板。
选择模板后,单击添加到频道 。
准备就绪后,Slackbot 将向频道发布消息。单击频道标题中的画板 、列表 或工作流程 标签,进行查看和自定义 。
自定义你的模板
你已选择频道的模板,现在可以对其进行自定义了。通常,你会使用与你的团队、项目或流程相关的详细信息更新模板的画板,并且你可能还希望通过添加或移除字段 来修改列表。查看模板中的工作流程,以完成其配置或进一步自定义。
画板
列表
工作流程
查看画板,确保找到包含占位符文本的分区,你需要将其替换为自己的详细信息或说明。
在频道标题中单击 画板标签 。
要更改画板顶部的图像,将鼠标悬停在图像上,然后单击 三个圆点图标 。单击封面图像 ,然后选择替换 。
编辑内容,以适应你的团队需求,或移除你不需要的信息。你的更改将自动保存。
默认情况下,频道中的所有人都能够编辑画板。要限制权限,请按照画板共享、安全和访问 中的步骤操作。
查看列表。你可以移除或更改项目,及添加或移除字段。
单击频道标题中的列表 标签。
你将看到几个占位符任务,这些任务可以编辑或删除。
要编辑项目,请单击单元并添加新文本。要删除项目,将鼠标悬停在相应项目上并单击打开 。单击 三个圆点图标 ,然后选择删除项目 。
默认情况下,频道中的所有人都能够编辑列表。要限制权限,请按照在 Slack 中使用列表 的步骤操作。
查看工作流程中的步骤,看看是否有需要更改的地方。例如,你可能希望进一步自定义发送到频道的消息。
编辑工作流程
单击频道标题中的 工作流程 标签。 要自定义工作流程,单击 三个圆点图标 ,然后选择编辑工作流程 。 单击步骤旁边的 铅笔图标 以进行更改。 单击保存 ,然后单击发布 。
移除精选工作流程
某些模板可以在频道中精选工作流程 。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。如果你不想精选工作流程,请按照以下步骤操作:
单击精选工作流程旁边的 三个圆点图标 ,然后选择从精选中移除 。
单击从精选中移除 ,以进行确认。
使用你的模板
完成自定义模板后,就可以准备使用了。请务必将人员添加到频道 ,并通过消息或剪辑 告知他们在何处可以找到你建立的资源。有关如何使用画板、列表和工作流程的更多详细信息,请查看以下指南:
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