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自動化:什麼是 Slack 工作流程?
工作流程讓你和你的團隊可以更輕鬆地在 Slack 中完成每日工作。有了工作流程建立工具,你的所有工作或程序幾乎都能自動完成。
在此教學中,你將學會:
如何使用工作流程
建立工作流程
在哪裡可以找到現有工作流程
如何使用工作流程
工作流程幫助簡化日常程序,讓你可以減少花費在執行這些程序的時間。以下列舉幾個簡單的方式,說明如何在團隊中使用工作流程:
收集資訊
傳送提醒
建立簡易表單在 Slack 中收集共事者的想法、意見回饋或請求。
請按照我們的教學影片 試著操作看看。
設定週期性提醒,方便你和你的團隊掌握重要工作的動態。
請按照我們的教學影片 試著操作看看。
建立工作流程
如果想試試看建立工作流程,可以先使用範本,也可以直接從零開始:
透過範本開始
從頭開始
在桌面上將滑鼠游標暫留在 「 更多 」上方,然後選取「 自動化 」。
按一下「 範本 」,選一個您要使用的範本後,按一下「使用這個範本 」按鈕。
若要變更工作流程開始方式或編輯其中的任何一個步驟,請按照提示自訂範本。
完成後按一下「工作流程建立」視窗上方附近的「結束 」。
最後請按照提示按一下「發佈 」。
在桌面上將滑鼠游標暫留在 「 更多 」上方,然後選取「 自動化 」。
按一下右上角附近的「建立工作流程 」。
從清單中選擇工作流程的啟動方式,並在出現提示時填入其他資訊。
將步驟新增至工作流程。
完成後按一下「工作流程建立」視窗上方附近的「結束 」。
最後請按照提示按一下「發佈 」。
深入瞭解: 參閱我們的文章,瞭解關於在 Slack 中建立新的工作流程 的詳細資訊。
在哪裡可以找到現有工作流程
如果你的團隊成員已建立工作流程,你可以在 Slack 的幾個不同位置中找到這些工作流程。
工作流程庫
頻道和畫板
搜尋
在桌面上將滑鼠游標暫留在 「 更多 」上方,然後選取「 自動化 」。
選取「 工作流程 」以瀏覽現有工作流程。
有些工作流程在你點選連結後啟動。你可以將工作流程連結加入頻道中的書籤,或新增至畫板。
在 Slack 中搜尋即可找到已發布的工作流程。
注意: 如果工作流程按照排程,或是與常見的 Slack 動作綁定 (例如加入特定頻道或使用特定表情符號回應),工作流程就會自動開始。
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