단계

Stages are used to organize an app’s pipeline and track the progress of configured items, from now on are referred to as cards.

In apps these cards represent specific items, for example, in the Helpdesk app, stages track tickets. Stages are customizable, and can be renamed to fit the needs of each team.

단계 생성 또는 수정하기

중요

단계 메뉴를 사용하려면 반드시 개발자 모드 사용 설정이 되어 있어야 합니다. 개발자 모드를 활성화하려면 :menuselection:`설정 앱 –> 일반 설정 –> 개발자 도구`로 이동하여 :guilabel:`개발자 모드 활성화`를 클릭합니다.

To view or modify stages, go to the desired app and go to Configuration ‣ Stages.

The default list view on the Stages page displays the stages currently available in the app. They are listed in the order they appear in the pipeline.

To change the order of the stages, click the (draggable) icon, to the left of the stage name, and drag it to the desired place on the list.

팁

Change the stage order on the Kanban view of a team’s pipeline by dragging and dropping individual columns.

새로운 단계를 생성하려면 단계 목록 왼쪽 상단에 있는 새로 만들기 버튼을 클릭합니다. 그렇게 하면 빈 단계 양식이 나타납니다.

새로운 스테이지의 이름 을 선택하세요.

진행 표시줄

The progress bar is visible above each stage, displaying the percentage breakdown of every status type for all the cards within that stage. Each status type has an assigned color that appears within the bar.

The specific definition of these statuses changes depending on the app. For example, in the Helpdesk app, the progress bar for a stage consists of the In progress, Ready, and Blocked statuses by default.

To see a detailed count, hover over a representative color, which activates a notification detailing the number of cards in the stage of that specific status.

Clicking a status color filters the stage to show only cards with that status. The card count for the selected status appears next to the progress bar.

단계에 이메일 및 SMS 서식 추가하기

이메일 템플릿 을 단계에 추가할 경우, 티켓이 파이프라인의 특정 단계에 도달하면 미리 설정된 이메일이 자동으로 고객에게 전송됩니다. 마찬가지로 SMS 템플릿 을 추가하면 미리 설정된 SMS 문자 메시지가 고객에게 전송됩니다.

중요

SMS text messaging is an In-App Purchase (IAP) service that requires prepaid credits to work. Refer to SMS Pricing FAQ for additional information.

기존 이메일 템플릿을 선택하려면 이메일 템플릿 필드에서 선택합니다. 템플릿을 선택한 후 필드 오른쪽에 있는 (오른쪽 화살표) 아이콘을 클릭하면 선택한 템플릿을 편집할 수 있습니다.

이 양식에서 새로운 템플릿을 생성하려면 필드를 클릭한 후 새 템플릿 제목을 입력합니다. 그런 다음 드롭다운 메뉴가 나타나면 만들기 및 편집 을 선택하고 양식 세부 정보를 입력합니다.

같은 방법으로 :guilabel:`SMS 서식`을 선택한 후 편집하거나 생성합니다.

더 보기

이메일 서식

단계 접기 처리하기

By default, stages are unfolded in the Kanban view. If there is a Won or Closed stage, it is folded by default.

Cards in an unfolded stage are visible in the pipeline under the stage name, and are considered open.

Stages can be configured to be folded in the Kanban view of the pipeline page.

The name of the folded stages are still visible, but the cards in the stage are hidden from view.

스테이지를 접으려면 스테이지 양식에서 칸반에서 접힘 확인란에 표시합니다.

경고

Cards that reach a folded stage are considered closed. Closing a card before the work is completed can result in reporting and communication issues. This setting should only be enabled for stages that are considered closing stages.

일시적으로 스테이지 접기

Stages can be temporarily folded in the Kanban view of the pipeline, as well.

View a specific team’s pipeline by navigating to the desired app, and clicking the team’s Kanban card.

Hover the cursor at the top of the desired stage to fold temporarily, then click the (gear) icon that appears, and select Fold from the drop-down menu.

중요

Manually folding a stage from the Kanban view is temporary and does not close the cards in the stage.

단계를 팀에 배정하기

Make a selection in the Teams field on the Stages form. More than one team may be selected, since the same stage can be assigned to multiple teams.