階段

*阶段*用于组织应用的流程并追踪已配置项目的进度，从现在开始称为卡片。

在应用程序中，这些卡片代表特定的项目，例如在**服务台**应用中，阶段用于追踪工单。阶段支持自定义，并可根据各团队的需求进行重命名。

创建或修改阶段

重要

开发者模式 必须 激活才能访问阶段菜单。要激活开发者模式，请进入 设置应用程序 ‣ 常规设置 ‣ 开发工具，然后点击 激活开发者模式。

要查看或修改阶段，请进入目标应用，然后依次选择：配置 --> 阶段。

阶段 页面上的默认列表视图显示了应用中当前可用的阶段。这些阶段按照它们在管道中的出现顺序进行排列。

要更改阶段的顺序，请点击阶段名称左侧的 (可拖动) 图标，然后将其拖动到列表中的目标位置。

小訣竅

通过拖放单个列，更改团队管道中看板视图的阶段顺序。

要创建新舞台，请点击阶段列表左上角的 新建 按钮。这样就会显示一个空白的阶段表格。

Choose a Name for the new stage.

Rotting lead detection

備註

The Days to rot feature is only available to apps that use stages, for instance, CRM and Helpdesk apps. This feature is automatically disabled by setting it to zero.

The Days to rot feature provides proactive notification when a specific card within that stage requires attention. When a card passes the defined rotting threshold, it becomes highlighted in red and the stage displays the total number of cards currently rotting.

To enable this feature, the Kanban view must be active. Navigate to the desired app and click on the (Kanban) icon.

To set the threshold for a stage, click on the (Settings) icon for the relevant stage and select Edit from the drop-down menu. A configuration window will appear.

In the Days to rot field, enter the number of days that marks the threshold before action is needed. Click Save to apply the configuration.

進度列

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.

这些状态的具体定义因应用而异。例如，在**服务台**应用中，某个阶段的进度条默认包含 进行中、已就绪 和 被阻止 这三个状态。

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.

点击状态颜色可筛选该阶段，仅显示具有该状态的卡片。所选状态的卡片数量将显示在进度条旁边。

在阶段中添加电子邮件和短信模板

When an Email Template is added to a stage, a preconfigured email is automatically sent to the customer when a ticket reaches that specific stage in the pipeline. Likewise, adding an SMS Template triggers a preconfigured SMS text message to send to the customer.

重要

SMS 文字短訊是 應用程式內購買（IAP） 服務，需要預繳購買點數才可使用。想知更多資訊，請參閱 SMS 定價常見問答 。

要选择现有的电子邮件模板，请从 电子邮件模版 字段中选择。选择模板后，点击字段右侧的 （右箭头） 图标，编辑所选模板。

要在此表单中创建新模板，请点击该字段，然后输入新模板的标题。然后，从出现的下拉菜单中选择 创建和编辑，并填写表格详细信息。

按照相同步骤选择、编辑或创建 SMS 模板。

其他資料

電郵範本

折叠阶段

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.

要折叠阶段，请在 阶段 表单中勾选 折叠看板 复选框。

警告

到达*折叠*阶段的卡片被视为*已关闭*。在工作完成之前关闭卡片可能会导致报告和沟通问题。此设置**仅**应为被视为*关闭*阶段的阶段启用。

临时折叠一个阶段

在管道的看板视图中，阶段也可以临时折叠。

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.

重要

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

为团队分配阶段

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.