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建立並分享自訂範本
注意: 我們將逐步推出範本。感謝你的耐心等待,我們將會向所有付費方案客戶發佈這些範本。
Slack 範本 將畫板 、清單 和工作流程 匯集在頻道中。如果找不到符合需求的範本,你可以混合搭配任何數量的畫板、清單和工作流程,建立專為你的組織及工作方式量身打造的範本。
提示: 按一下桌面側欄的「 範本 」,瀏覽 Slack 建立的範本。如果沒有顯示此選項,按一下「 更多 」即可找到。
注意事項
只要有需要,在範本中新增多少畫板、清單和工作流程都可以。
新增畫板和清單時,可以選擇自己建立的版本,或是現有範本。有 7 個預先設定的工作流程可供選擇,用於將訊息傳送至頻道及透過表單收集資訊。
只要擁有建立自訂範本 權限,任何人都可以分享範本連結給其他人。在 Enterprise Grid 中,擁有者、管理員和範本管理員 還可以在範本庫中發布自訂範本,以供成員使用。
建立範本
根據預設,所有成員皆可建立和分享自訂範本。如果沒有顯示此選項,請向擁有者或管理員 尋求協助。
開始使用
在「 首頁 」分頁中,按一下側欄的「 範本 」。如果沒有顯示此選項,按一下「 更多 」即可找到。
按一下右上角的「建立範本 」。
新增元件
在「加入的項目 」下方,按一下「 新增至範本 」。然後,選取「 畫板 」、「 清單 」或「 工作流程 」。
如要新增畫板 或清單 ,請搜尋要使用的選項,或在清單中選取。然後,按一下「新增至範本 」。
如要新增工作流程 ,請從清單中選取,然後按一下「新增至範本 」。範本中可用的工作流程已預先設定好,無法進一步自訂。
完成
元件都新增至範本後,請按一下「完成 」。
為範本命名並新增說明。
新增頻道首碼 。首碼有助於將頻道名稱標準化,方便人員找到專案和流程等內容所在的頻道。
你可以視需要將其他人新增為範本管理員,讓他們有權編輯範本。在「誰可以編輯此範本? 」下方,搜尋要新增的人員並選取人員名稱。
如果使用 Enterprise Grid 方案,某些人員可能有權在範本庫中發布自訂範本 ,以供其他組織成員使用。如要在範本庫發布範本,請選取「誰可以找到並使用此範本 」下方的「[org name] 的成員 」。
按一下「儲存範本 」。你可以從範本庫的「 你的範本 」區段存取自訂範本。
分享範本
你可以將範本連結分享給工作空間或 Enterprise Grid 組織中的其他人員。只要有範本連結,任何人都可以使用此範本建立新頻道,或將範本新增至現有頻道。
在「 首頁 」分頁中,按一下側欄的「 範本 」。如果沒有顯示此選項,按一下「 更多 」即可找到。
按一下「 你的範本 」。
按一下範本旁邊的「 三個點圖示 」,然後選取功能表中的「複製範本連結 」。
在任何頻道或私訊 (DM) 中分享連結。
提示: 如果想進一步瞭解如何使用範本,請參閱在頻道中使用範本 。
編輯範本
如要修改自己建立或管理的範本,請按照下列步驟操作:
在「 首頁 」分頁中,按一下側欄的「 範本 」。如果沒有顯示此選項,按一下「 更多 」即可找到。
按一下「 你的範本 」。
按一下範本旁邊的「 三個點圖示 」。
如要變更範本中的畫板、清單或工作流程,請選取「編輯此範本 」。如要更新範本名稱,或者新增或移除範本管理員,請按一下「編輯範本名稱與權限 」。然後按一下「儲存變更 」。
如要刪除範本,請選取「刪除範本 」,然後按一下「刪除範本 」以確認。
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