在本文中
本文深入瞭解如何在「我的任務」中新增規則,以節省時間、減少手動工作量,並提高管理任務的效率。
規則適用於Asana Starter、 進階、 Enterprise版和 Enterprise +等級的客戶,以及 舊版Premium版、Business版和舊版Enterprise版的客戶。 「我的任務」中唯一可供Asana個人版使用的預設規則是截止日期即將到來。
自訂規則產生器適用於Asana Starter、 進階、 Enterprise版和 Enterprise +等級,以及舊版的Business 版和舊版Enterprise版。 將規則新增至「我的任務」時,請選擇「建立自訂規則」以開始使用。
將自動化新增至「我的任務」可協助您節省分流等手動流程的時間,並將任務在區段中的移動自動化。 從預設規則庫中,您可以選擇已經設置了觸發器和操作的選項。 然後,您可以指定所需的參數。
從一系列具有常見觸發因素的預設規則中進行選擇,例如截止日期已接近、任務已逾期,以及任務已標記為完成。
若要重新建立任務從「稍後」移動至「即將截止」以及從「即將截止」移動至「今天」的行為,您需要在「我的任務」中新增2個規則。 您需要新增一項規則,以便在截止日期臨近時將任務移動至「即將截止」區段,以及一項規則,以便在任務今天截止時將任務移動至「今天」區段。
您可以看到,當規則圖示(閃電)出現在具有規則的區段旁邊時,已部署規則。
注意
您可以為任務移動到的每個區段新增其他規則。 例如,若您希望在距離截止日期還有3天時,先將任務移動至「即將截止」區段,以及在任務截止日期臨近時將任務移動至「今天」區段的第二個獨立規則,則需要建立兩個規則。
建立這些自動化後,隨著截止日期的臨近,任務會從「我的任務」中的任何位置移動至這些區段。 當這些自動化更新您的「我的任務」時,他們會在午夜至凌晨1點之間,直接從您的「最近指派」區段或任何其他區段移動。
注意
參加我們的個人生產力線上訓練,深入瞭解如何在Asana中有效地管理您的任務。 立即註冊。
注意
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