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建立並分享自訂畫板範本
如果找不到符合需要的畫板範本 ,你可以建立自己的範本。自訂範本可與工作空間或 Enterprise Grid 組織中的其他人分享,或者也可以不公開。
運作方法
注意: 目前無法在 Slack 行動應用程式上建立、分享或使用畫板範本。
建立自訂畫板範本
若要建立自訂範本,你需要轉換現有畫板。範本轉換完成後,你就能搜尋範本 ,並在稍後使用。
從畫板,按一下 刪節號圖示 ,然後選取「轉換為範本 」。
按一下「轉換為範本 」。
分享畫板範本
將畫板轉換為範本後,只有你能存取。如要讓其他人使用,你可以分享範本。
從畫板範本,在右上角按一下「分享 」。
新增你想要與其分享範本的人員或頻道,並視需要新增訊息。
按一下下拉式功能表並選取「 可檢視 」或「 可編輯 」以決定範本的分享方式。 • 擁有「可檢視 」存取權的人將能使用你的範本來建立畫板。 • 擁有「可編輯 」存取權的人可對範本做出變更。儲存變更後,更新後的版本將立即可用。
按一下「分享 」。
編輯畫板範本
你和任何其他擁有「可編輯 」存取權的人都能編輯畫板範本。
將游標放在「 更多 」上方,然後選取「 畫板 」。
在右上角按一下「 新增」,然後選取「從範本開始 」。
搜尋你想要編輯的範本,然後從清單中選取它。
按一下「編輯 」,然後進行所需變更。系統將自動儲存您所做編輯。
注意: 任何擁有「可編輯 」存取權的人也能變更誰可以使用或編輯該範本。依照上述步驟找到範本,然後按一下「分享 」以調整權限。
將範本還原為畫板
任何擁有「可編輯 」存取權的人都能將範本還原為畫板,之後它就不能再作為範本使用。
在畫板範本按一下 三個點圖示 ,然後選取「將範本還原為畫板 」。
按一下「還原為畫板 」以確認。
為你的組織發布範本
根據預設 ,所有擁有者、管理員和畫板管理員 (以及 Business+ 方案中的銷售管理員 ) 都能將範本發布至畫板範本庫的「由貴組織所建立 」區段。你的 Enterprise Grid 組織中的每個人都能找到並使用這些範本,它們對於將組織中畫板的外觀和使用方式標準化非常有用。如要將範本新增至此區段,請按照以下步驟操作:
新增或移除範本
從畫板範本,在右上角按一下「分享 」。
按一下「一般 」標籤。
勾選方塊以將範本新增至範本庫的「由組織建立 」區段。若要將其從該區段移除,請取消勾選該方塊。
按一下「儲存 」。
注意: 如要從「由貴組織所建立」區段 新增或移除範本,你需要可編輯 範本的權限。
發布 Sales Elevate 的畫板範本
Slack Sales Elevate 的畫板範本由 Slack 製作,幫助成員輕鬆建立機會計畫或客戶要點回顧等文件。銷售管理員可以自訂和發布這些銷售畫板範本以供成員使用。
將游標放在「 更多 」上方,然後選取「 畫板 」。
在右上角按一下「 新增 」,然後選取「從範本開始 」以瀏覽可用的範本。
在「 由 Slack 建立 」下方的清單中選取銷售範本。
按一下「使用範本 」。
視需要進行變更,然後按一下「發布 」。
發布後,銷售畫板範本將顯示在畫板範本庫中,並帶有 💸 銷售表情符號 。
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