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工作流程建立指南
👋 你好!你似乎已準備要建立第一個工作流程。太棒了,就讓我們協助你完成所有設定。
什麼是工作流程?
工作流程範例
你在工作過程中執行的任何工作或流程,從收集資訊、傳送提醒給你的團隊,乃至管理請求等作業,幾乎都能在 Slack 設為工作流程。
收集資訊
傳送提醒
管理請求
與其手動要求團隊將特定資訊傳送給你,你可以使用表單建立工作流程,以一致的格式收集資料。
排定工作流程的執行時間,定期傳送提醒給你的團隊,以便你能隨時掌握重要工作的進度。
建立工作流程,協助團隊收集各種請求並採取相關動作。
建立工作流程
如要建立工作流程,你必須將繁雜的工作或流程劃分為較簡單的步驟。每個步驟都會執行確切的動作,將工作流程往前推進。從頭建立工作流程的步驟如下:
步驟 1:選擇工作流程的啟動方式
如果要以連結啟動工作流程,你可以直接將連結分享給人員、幫連結加上書籤,或將連結新增至畫板。如要讓工作流程自動執行,可選擇另一種啟動方式,亦即預先設定好執行時機,像是在有人使用表情符號回應 或加入頻道 時啟動。
快試試看!
按一下「建立 工作流程 」,接著選擇工作流程的啟動方式。
依照畫面上出現的提示操作 (提示內容會依你所選擇的選項而有所不同)。
按一下「儲存 」。
提示: 如要使用範本啟動工作流程,請從「啟動方式 」下方的清單中選取範本。
步驟 2:新增人員需執行的步驟
確定工作流程的啟動方式後,你必須新增完成工作所需執行的步驟。
提示: 新增步驟前,建議可先列出工作流程必須完成哪些事項,妥善規劃工作流程。由於每一個步驟都代表一個確切的動作,這麼做能有助於你掌握一切,不遺漏任何環節。
快試試看!
瀏覽可執行的步驟清單,或搜尋特定動作 (例如傳送私訊或建立新頻道)。這裡不僅提供多種 Slack 步驟,也能看到第三方應用程式的步驟。
按一下任一步驟加以新增,接著依照提示所述開始自訂。
步驟 3:發布你的工作流程
建立工作流程的最後一步是發布工作流程,讓人員可以開始使用。如果你的工作流程是透過連結啟動,你可以在發布後複製連結,分享到你希望的地方。如果你將工作流程設為自動執行,一旦你按下「發布 」按鈕,工作流程就會正式上線運作。
探索其他資源
有了基本認知之後,建議你參考我們提供的其他資源:
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