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在頻道中使用範本
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。無須重頭開始,只要選擇專為管理專案、新員工就職等各種常見流程設計的範本即可。
選擇範本
你可以透過範本建立頻道,或者將範本新增到現有的頻道。設定範本後,你可以從頻道標題中的分頁存取畫板、清單和工作流程。
建立新頻道
從桌面按一下側欄中的「 加號按鈕 」。
選取「 頻道 」。
在「試試範本 」下方,選擇想用的範本,然後按一下「下一步 」。
Slack 會自動提供建議的頻道首碼 ,你可以視需要變更。輸入頻道名稱的其餘部分 (如果使用的是 Enterprise Grid,則選擇一個工作空間),然後按「下一步 」。
選擇頻道類型 (公開或私人 ),然後按一下「建立 」。
準備就緒後,Slackbot 會在頻道中張貼訊息。按一下頻道標題中的「 畫板 」、「 清單 」或「 工作流程 」分頁,以檢視和自訂這些分頁 。
將範本新增到現有頻道
頻道管理員 和擁有頻道分頁編輯權限的人員 可以將範本新增到頻道。
請從桌面開啟頻道。
按一下對話標題中的「 加號圖示 」。
選取「將範本新增至頻道 」,然後從清單中選擇範本。
選擇範本後,按一下「新增至頻道 」。
準備就緒後,Slackbot 會在頻道中張貼訊息。按一下頻道標題中的「畫板 」、「清單 」或「工作流程 」分頁,以檢視和自訂這些分頁 。
自訂範本
現在為頻道選好範本之後,就可以開始自訂範本了。一般來說,你可能會依照團隊、專案或流程的詳細資料來更新範本的畫板,或者也可能會透過新增或移除欄位 來修改清單。查看範本中的工作流程並確認設定,或者進一步自訂。
畫板
清單
工作流程
查看畫板,確認是否要將一些區段中預留位置的文字改成自訂詳細資料或指示。
按一下頻道標題中的「 畫板 」分頁。
如要更改畫板頂端的影像,請將游標放在影像上方,然後按一下「 三個點圖示 」。按一下「封面影像 」,然後選取「取代 」。
根據團隊的需要編輯內容,或移除不需要的資訊。你所做的變更會自動儲存。
預設情況下,頻道中的任何人都能編輯畫板。如要限制權限,請按照「畫板分享、安全性與存取權 」中的步驟操作。
查看清單。你可以移除或變更項目,也可以新增或移除欄位。
按一下頻道標題中的「清單 」分頁。
你會看到一些預留位置工作,你可以編輯或刪除這些工作。
如要編輯項目,請按一下儲存格並新增文字。如要刪除項目,請將游標放在項目上方,然後按一下「開啟 」。按一下「 三個點圖示 」,然後選取「刪除項目 」。
根據預設,頻道中的任何人都能編輯清單。如要限制權限,請按照「在 Slack 中使用清單 」中的步驟操作。
查看工作流程中的步驟,確認是否需要變更。例如,你可能會想要進一步自訂工作流程傳送到頻道的訊息。
編輯工作流程
按一下頻道標題中的「 工作流程 」分頁。 如要自訂工作流程,請按一下「 三個點圖示 」並選取「編輯工作流程 」。 按一下步驟旁邊的「 鉛筆圖示 」,以進行變更。 按一下「儲存 」,然後按一下「發布 」。
移除醒目顯示的工作流程
有些範本會在頻道中醒目顯示工作流程 。醒目顯示工作流程時,發起工作流程的按鈕會取代訊息欄位。頻道中的任何人都能使用工作流程,或透過按一下「 傳送訊息 」來傳送一般訊息。如果不想醒目顯示工作流程,請按照以下步驟操作:
在已醒目顯示的工作流程旁邊,按一下「 三個點圖示 」,然後選取「從醒目顯示中移除 」。
按一下「從醒目顯示中移除 」以確認。
使用你的範本
範本自訂完成後,便可以開始使用。別忘了將人員新增至頻道 ,並透過訊息或剪輯 告知可以在哪裡找到你建立的資源。如果想進一步瞭解如何使用畫板、清單和工作流程,請參閱以下指南:
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