当前位置:   article > 正文

如何使用Trello轻松管理项目

trello项目管理
imageedit_74_5623020999

Trello can be a great way to manage projects, communicate with your team, organize ideas, and serve as a sort of “Internet whiteboard” where people can brainstorm together and collaborate in a shared space.

Trello是管理项目,与团队沟通,组织想法以及充当“互联网白板”的好方法,人们可以在此进行头脑风暴,并在一个共享的空间中进行协作。

After you’ve created a board, you can begin adding the members of the project that will make up the team. To do this click the “Show Menu” tab on the right hand side, seen here.

创建董事会后,您可以开始添加将组成团队的项目成员。 为此,请单击右侧的“显示菜单”选项卡,如图所示。

imageedit_8_8355042524

Once you have all the members of your board collected and ready to go, you can begin adding new lists. The titles of these lists can be anything depending on the type of project you’re creating, the workflow of how you want to manage individual assignments, and the way you prefer to manage your content overall.

收集好所有董事会成员并准备就绪后,就可以开始添加新列表了。 这些列表的标题可以是任何东西,具体取决于您正在创建的项目类型,要如何管理各个任务的工作流程以及更喜欢整体管理内容的方式。

imageedit_10_9973947912

As an example, we’ve listed a few different ideas below. In each list, you’ll find the “Add a Card” option, which you can click here.

例如,我们在下面列出了一些不同的想法。 在每个列表中,您都可以找到“添加卡”选项,可以单击此处。

imageedit_15_4539720457
imageedit_60_7143451128

Once the card is created in the list, click into it, and you’ll see a window that looks like this:

在列表中创建卡后,单击它,您将看到一个类似于以下的窗口:

imageedit_17_6572258852

And it’s in these cards where the real organization starts. Everything from adding members to “Subscribe to a card” (meaning they’ll receive an alert either on their email or phone when a new action happens), to labeling a card for its subsection happens in the buttons off to the side.

真正的组织就是在这些卡片中开始的。 从添加成员到“订阅卡片”(意味着当发生新操作时,他们将通过电子邮件或电话收到警报),到为卡片的子部分添加标签,所有操作都在侧面的按钮中进行。

You can edit the description of a card (i.e- “Brainstorm only”, a link to pertinent research, YouTube clips, etc), as well as create a “Checklist”, see off to the side here.

您可以编辑卡片的说明(即“仅限暴风雨”,指向相关研究的链接,YouTube剪辑等),也可以创建“清单”,请参见此处的侧面。

imageedit_20_6278323147

Checklists are a great way to manage individual cards and make sure that all members of the team are consistently up to date on where a given piece of the project is at any given time. To add a checklist and populate it with new items, simply mouse over to the “Checklist” button, click “Add”, and begin filling out the tasks.

检查表是管理单个卡片并确保团队的所有成员始终一致地了解项目在任何给定时间的位置的最新方法。 要添加清单并用新项目填充清单,只需将鼠标悬停在“清单”按钮上,单击“添加”,然后开始填写任务即可。

imageedit_68_9014456920
imageedit_30_8615359656

Other settings in each card include the option to add a due date, which can be updated or altered by any members who have been given permission on the card.

每张卡中的其他设置包括添加到期日的选项,该日期可以由获得该卡许可的任何成员进行更新或更改。

imageedit_26_3399959258

The Activity feed can be found in the right-hand side menu, and as long as a card isn’t marked as “Private”, all the actions of your team can be seen from one simple to follow stream.

您可以在右侧菜单中找到“活动”供稿,只要没有将卡片标记为“私人”,就可以从一个简单的跟随流中看到您团队的所有动作。

imageedit_65_8483508735

Another great feature of Trello is that all your files and folders can be attached right into the cards themselves. No more digging through an endless array of Dropbox folders with complicated passwords or trying to get someone to organize their Drive permissions properly, with Trello everything you need is right there and ready to download straight off the server.

Trello的另一个重要功能是您所有文件和文件夹都可以直接附加到卡上。 有了Trello,您就无需再遍历无穷无尽的Dropbox文件夹阵列了,它们使用了复杂的密码,或者试图让某人正确地组织其Drive权限,您所需的一切都就在那里,并可以直接从服务器下载。

imageedit_38_6400968655

But, in case your team isn’t ready to “drop” their Dropbox just yet, the service automatically integrates with many of the most popular cloud services, and will allow you to attach content straight from your own linked account.

但是,如果您的团队尚未准备好“丢弃”其Dropbox,则该服务会自动与许多最受欢迎的云服务集成,并允许您直接从自己的关联帐户附加内容。

imageedit_23_2891697552

Next, this is where labels come in.

接下来,这是标签的来源。

The Labels are a universal moniker which can easily enable you to separate your sections into subsections, and so on. Say, for example, you have something in your “Assigned” list but you don’t know which department the article belongs to?

标签是通用名称,可以轻松使您将各节分成小节,依此类推。 例如,假设您的“已分配”列表中有内容,但您不知道该文章属于哪个部门?

imageedit_41_3432566840

Labels allow you to quickly color-code specific content, so whoever’s attached to the card can quickly recognize who it belongs to and what the purpose of the assignment is. This visual cue makes for an easy organization system, not much unlike the colored tabs you’ll see on top of folders lined back into a file cabinet.

标签使您可以快速对特定内容进行颜色编码,因此,卡上附着的任何人都可以快速识别出该卡属于谁以及分配的目的是什么。 这种直观的提示使组织系统变得容易,这与您将在彩色的标签页中看到的不同,这些标签在排回到文件柜中的文件夹顶部会看到。

imageedit_35_2908538024

Lastly, you can choose to “Share” a card with anyone via email, or just link it in your workflow space outside of the Trello network.

最后,您可以选择通过电子邮件与任何人“共享”卡,或仅将其链接到Trello网络外部的工作流空间。

imageedit_43_5072287958

Some of the extra, more fun features of Trello include the option to add friendly stickers to a card or member, a few of which are included with the Basic membership, and a whole extra library which will open if you sign up for the Trello Gold monthly subscription.

Trello的一些其他更有趣的功能包括:向卡片或会员添加友好贴纸的选项,其中一些是Basic会员随附的,还有一个完整的额外图书馆,如果您注册Trello Gold,它将打开每月订阅。

imageedit_46_8355747077
imageedit_49_9105992853

Business Class will get you the same stickers, but instead of paying the $5 per month as a whole, instead you can choose to give premium memberships to each of your employees at a discount a’la carte price of just $3.75 per person.

商务舱将为您提供相同的标签,但您不必选择每月为每个员工支付$ 3.75的优惠价,而是选择为每位员工提供高级会员资格,而不是每月整体支付$ 5。

imageedit_52_5940950322

Additional settings in the Menu bar will enable you to carefully control the permissions for members of your team, including who can read the cards, who can comment on them, and who has the option to archive, delete, or move older assignments that have already served their purpose.

菜单栏中的其他设置将使您能够仔细控制团队成员的权限,包括哪些人可以阅读卡片,谁可以对其发表评论以及谁可以选择存档,删除或移动已经存在的较早的任务达到了目的。

This is where you’ll also find the “Power Ups” menu, including the option to see all the assignments and their owners in a calendar format complete with due dates and matching schedules, as well as the option to allow your team members to “vote” on particular cards.

您还可以在这里找到“加电”菜单,其中包括以日历格式查看所有作业及其所有者的选项,其中包括到期日和匹配的时间表,以及允许您的团队成员“对特定卡片投票”。

imageedit_54_5159139763

The idea behind the voting system is that if everyone can’t agree on an idea or what assignment to work on next, you can open the floor up to a vote. Whichever option gets the highest number of votes is the next project that gets sent through.

投票系统背后的想法是,如果每个人都不能就一个想法或下一步要做的任务达成共识,则可以进行投票。 哪个项目获得最高票数是发送下一个项目。

imageedit_62_9120883114

If one board isn’t enough, there’s always the option to make more. Segregating your workforce this way can help to clear out too much excessive crosstalk between different departments, and is always a good option if you’re worried about permissions or people seeing private projects in action before they’re ready for the general public.

如果一块板子不够用,总有更多的选择。 通过这种方式隔离工作人员,可以帮助消除不同部门之间过多的串扰,如果您担心权限问题或人们在私人项目准备就绪之前会看到私人项目正在运行,这始终是一个不错的选择。

imageedit_56_8360438462

Once a card has served its purpose, you can tuck it neatly away in the Archive with the push of a button. The Archive will hold content for upwards of 30 days before being deleted permanently, so be sure you never send anything into this area of Trello unless you’re absolutely sure you’re done with it for good.

卡片达到其目的后,您可以通过按一下按钮将其整齐地塞入存档中。 存档将保留内容长达30天,然后才被永久删除,因此请确保您绝不会将任何内容发送到Trello的此区域,除非您完全确定自己已经永久使用完。



Trello can be a helpful, easily accessible way for you and the members of all your team to stay organized through the hectic chaos of the workday. By utilizing all of its many features and tricks, you can keep your head clear, your projects on track, and the breadth of your assignments published on time, every time.

Trello是您和您团队中所有成员在工作日忙乱中保持井井有条的一种有用且容易访问的方式。 通过利用其所有许多功能和技巧,您可以保持头脑清醒,项目按计划进行,以及每次按时发布作业的广度。

翻译自: https://www.howtogeek.com/218923/how-to-use-trello-to-make-managing-projects-a-breeze/

声明:本文内容由网友自发贡献,不代表【wpsshop博客】立场,版权归原作者所有,本站不承担相应法律责任。如您发现有侵权的内容,请联系我们。转载请注明出处:https://www.wpsshop.cn/w/AllinToyou/article/detail/555919
推荐阅读
相关标签
  

闽ICP备14008679号