项目管理工具Leangoo自定义字段的应用

待我称王封你为后i 2021-12-22 20:51 240阅读 0赞

做产品，最希望的是我的任务卡片可以灵活自定义，可以记录我想记录的所有信息。把重点信息画出来，一目了然。为了满足每个人不同的需求，[Leangoo][]推出了自定义字段...

自定义字段可以为任务卡片添加扩展字段（比如“任务开始时间”“预计开始时间”“预计结束时间”，“电话”“邮箱”等等），根据需求随时定制你的任务卡片

**我们来看看一些常用的应用场景：**

一、**Bug反馈**

利用自定义字段记录bug的更多具体详细信息，如：bug产生的平台、来源、bug级别、反馈人等等，帮助开发快速找到问题。

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70][]![点击并拖拽以移动][Image 1]

**二、销售客户管理**

销售同学可以利用自定义字段管理客户， 灵活记录客户关键信息。

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 1][]![点击并拖拽以移动][Image 1]

**三、开发任务**

自定义字段更可以灵活配置任务的一些时间，如：预计开始时间、预计结束时间、实际开始时间、实际结束时间，工时，进度等等

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 2][]![点击并拖拽以移动][Image 1]

四、招聘

HR 在管理招聘时，可以利用自定义字段自由设定资料卡片，如：职位、经验、学历、年龄等等

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 3][]![点击并拖拽以移动][Image 1]

**极速配置你的自定义字段：**

1. 登录Leangoo，进入自己的企业，点击“配置”

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 4][]![点击并拖拽以移动][Image 1]

2.“添加自定义字段”

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 5][]![点击并拖拽以移动][Image 1]

3，添加好了自定义字段之后，再设置“卡片类型”

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 6][]![点击并拖拽以移动][Image 1]

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 7][]![点击并拖拽以移动][Image 1]

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 8][]![点击并拖拽以移动][Image 1]

4、配置好了之后，我们进入看板，为看板设置卡片类型。

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 9][]![点击并拖拽以移动][Image 1]

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 10][]![点击并拖拽以移动][Image 1]

5、为看板设置完“卡片类型”之后，就可以在编辑任务卡片时选择自己定义好的字段，如下图：

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 11][]![点击并拖拽以移动][Image 1]

![watermark_type_ZmFuZ3poZW5naGVpdGk_shadow_10_text_aHR0cHM6Ly9ibG9nLmNzZG4ubmV0L2xlYW5nb28_size_16_color_FFFFFF_t_70 12][]![点击并拖拽以移动][Image 1]

自定义字段的使用场景还有更多，大家可以根据自己的需求灵活自定义

**另注：所有的自定义字段都可导出**

转载于:https://www.cnblogs.com/shineshine/p/10881834.html

[Leangoo]: http://www.leangoo.com
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