部分請求需要的協調工作超出了單一支援單的範疇。在 Asana Service Management中,將支援單轉換為專案可讓您將工作組織為任務和區段,同時保留原始請求的參考資訊。
當請求涉及多個步驟、團隊或交接時,請選擇專案。例如,為一群員工進行到職引導或協調基礎架構遷移,可能會從共用的專案計劃中受益。
轉換會在建立專案時解決原始的聯絡單,而不是在專案工作結束時解決。若在其他工作持續進行時,請求需要保持開啟狀態,不妨考慮使用連結工作,而非轉換。
您需要存取該聯絡單的權限,以及在您的組織中建立專案的權限。如果您沒有建立專案的權限,則不會顯示建立專案的選項。
決定誰需要該專案的存取權限。申請者、佇列管理員和其他聯絡單編輯者不會自動新增為專案成員。
建立專案時,Asana 會解決該聯絡單,並新增一則連結至該專案的評論。已解決的聯絡單會顯示連結的專案,而專案的描述中包含來源聯絡單編號,以便您識別原始請求。
擁有該聯絡單的存取權限並不會自動賦予某人該專案的存取權限。
在隊友開始工作前,請檢查專案成員資格。請勿假設請求者或佇列中的每個人都能檢視產生的專案。
有些聯絡單是個別的工作項目,需要進行追蹤、指派和排程,而無需完整的專案計劃。在此情況下,您可以將支援單轉換為任務。
若要將支援單轉換為任務:
注意
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