trello 删除看板_如何在WordPress中添加类似于Trello的看板

trello 删除看板

Do you want to add a Trello-like Kanban board to your WordPress website? Keeping track of your team’s projects, monitoring sales progress, and staying in touch with existing customers can be challenging if you are not organized. In this article, we will share how you can streamline your workflows by creating a Trello-like Kanban board in WordPress.

您想在您的WordPress网站上添加类似Trello的看板吗？ 如果您没有组织，跟踪团队的项目，监视销售进度以及与现有客户保持联系可能会很困难。 在本文中，我们将分享您如何通过在WordPress中创建类似Trello的看板来简化工作流程。

什么是看板？ (What is a Kanban Board?)

A Kanban board is a workflow visualization tool that helps you optimize your processes and track progress of each task, no matter how complex they are.

看板板是一种工作流可视化工具，可帮助您优化流程并跟踪每个任务的进度，无论它们多么复杂。

Simple Kanban boards consist of three columns labeled To Do, In Progress, and Done. Each column represents a different stage in the workflow process. You can add individual tasks in the respective column.

简单的看板板由三列标记为“待办事项” ， “进行中”和“完成” 。 每列代表工作流程过程中的不同阶段。 您可以在相应的列中添加单个任务。

The individual task item moves horizontally across the board as each stage is performed until it reaches the Done column. This is where the workflow ends and the project is considered complete.

在执行每个阶段时，单个任务项在整个板上水平移动，直到到达“完成”列。 这是工作流程结束的地方，项目被视为已完成。

为什么要在WordPress中使用看板？ (Why Use a Kanban Board in WordPress?)

There are several reasons why you might want to add a Kanban board to your WordPress website. For example, they offer an easy way to organize workflows, boost productivity amongst teams, and create a way for people to focus on what needs to be done and in what order.

有几个原因可能导致您想在您的WordPress网站上添加看板的原因。 例如，它们提供了一种简单的方法来组织工作流 ，提高团队之间的生产率，并为人们提供一种专注于需要完成的工作和执行的顺序的方法。

More specifically, you might consider using a Kanban board in WordPress for the following reasons:

更具体地说，出于以下原因，您可以考虑在WordPress中使用看板：

• Project Management. If you work with a team and each member is responsible for separate tasks, then using a Kanban board helps organize those tasks and keep everyone productive. You can visually see the status of every project, at every stage, at any time.项目管理。 如果您与团队一起工作，并且每个成员都负责单独的任务，那么使用看板委员会可以帮助组织这些任务并使每个人保持生产力。 您可以随时在每个阶段直观地查看每个项目的状态。
• Track Sales Goals. If you run a business that relies on sales revenue, then using a Kanban board allows you to work smarter, not harder. You just need to determine individual steps for attracting new customers, pitching sales, and securing transactions. From there, watch your sales team perform and see where improvements are needed.跟踪销售目标。 如果您经营的业务依赖于销售收入，那么使用看板可以使您更聪明地工作，而不是更辛苦。 您只需要确定吸引新客户，推销销售和确保交易的各个步骤。 从那里观看您的销售团队的绩效，并查看需要改进的地方。
• Editorial Calendar. 编辑日历。 在WordPress网站上Publishing consistent content on your WordPress website is crucial for driving traffic to your site, engaging visitors, and converting readers into customers. You can plan ahead with a Kanban board and assign tasks to your team so content is ready to go when you need it.发布一致的内容对于提高网站访问量，吸引访问者并将读者转化为客户至关重要。 您可以提前计划看板，并为团队分配任务，以便在需要时可以随时使用内容。
• CRM (Customer Relationship Management). Staying on top of existing customer relationships, as well as garnering new ones, is important for any business to succeed. You can add a Kanban board in WordPress with tasks related to reaching out to old customers, addressing questions and concerns of potential customers, and CRM(客户关系管理)。 保持现有客户关系的顶部以及赢得新客户关系，对于任何业务的成功都是至关重要的。 您可以在WordPress中添加看板，其任务包括与老客户联系，解决潜在客户的问题和疑虑，以及generating more leads that can help close additional sales and boost revenue.产生更多潜在客户，以帮助达成额外的销售并增加收入。

As you can see, using a Kanban board for your WordPress website is a great way to become more productive all around, no matter what your end goals are.

如您所见，无论最终目标是什么，在您的WordPress网站上使用看板都是一种提高生产率的好方法。

While there are several third-party Kanban board solutions available like Trello, Jira, and Asana, some people prefer to keep everything in their WordPress site.

虽然有Trello ， Jira和Asana等几种第三方看板解决方案可用，但有些人还是希望将所有内容都保留在WordPress网站中。

It helps keep things centralized and saves money on third-party services.

它有助于使事情保持集中状态并节省第三方服务的费用。

Having that said, let’s take a look at how to create a Trello-like Kanban board in WordPress.

话虽如此，让我们看一下如何在WordPress中创建类似Trello的看板。

如何在WordPress中添加看板 (How to Add a Kanban Board in WordPress)

The first thing you need to do is install and activate the Kanban Boards for WordPress plugin. For more details on how to do that, see our guide on how to install a WordPress plugin.

您需要做的第一件事是安装并激活WordPress的看板板 。 有关如何执行此操作的更多详细信息，请参阅有关如何安装WordPress插件的指南 。

Upon activation, you will be prompted with an option to choose which type of Kanban board you plan to set up.

激活后，将提示您选择计划设置哪种类型的看板。

You have the option to choose from Project Management, Editorial Calendar, Job Applicant Tracking, Sales Pipeline, Basic, and Custom. Each option comes with their own set of statuses, which can be customized to your liking.

您可以选择“项目管理”，“编辑日历”，“求职者跟踪”，“销售渠道”，“基本”和“自定义”。 每个选项都有其自己的状态集，可以根据自己的喜好对其进行自定义。

Once you decide which one you would like to use, select Set it up!. For this example, we are going to use the Basic Kanban board option which has the statuses of To Do, Doing, and Done.

决定使用哪一个后，请选择“ 设置”！ 。 在此示例中，我们将使用“基本看板”选项，其状态为“待办事项” ，“正在做事 ”和“完成” 。

配置常规设置 (Configure Your General Settings)

After you choose which pre-designed Kanban board you want to use, you need to navigate to the Settings tab to configure your plugin settings.

选择要使用的预先设计的看板后，需要导航到“ 设置”选项卡以配置插件设置。

Under the General tab, you will have the option to determine which increments of time you want users to track their progress in. For instance, we have chosen to track hours.

在“ 常规”选项卡下，您可以选择确定希望用户跟踪其进度的时间增量。例如，我们选择了跟踪小时数。

In this section, you will also decide things such as:

在本节中，您还将决定诸如：

• Whether to hide the time tracking
  是否隐藏时间跟踪
• If you want to display task IDs
  如果要显示任务ID
• If you want all columns to display
  如果要显示所有列
• Whether to use the default login screen or not
  是否使用默认登录屏幕

配置您的用户设置 (Configure Your User Settings)

Under the Users tab, you will first define who is allowed to make changes to the Kanban board. In addition, you need to determine who you want to assign new tasks to.

在“ 用户”选项卡下，您将首先定义允许更改看板的人员。 另外，您需要确定要将新任务分配给谁。

For example, assign tasks to the user that creates the task, the first user to move the task, or a single user. You also have the option to assign new tasks to no one.

例如，将任务分配给创建任务的用户，第一个移动任务的用户或单个用户。 您还可以选择不分配任何新任务。

Once configured, go ahead and click on Save your Settings.

配置完成后，继续并点击保存您的设置 。

If you scroll down a bit, you will notice the section for creating new users. You can create a user by adding information such as their username, email, and first/last names.

如果向下滚动，您会注意到创建新用户的部分。 您可以通过添加用户名，电子邮件和姓氏/名字等信息来创建用户。

Once you have entered the information, click on the Add a user button and they will be immediately added to your Kanban board.

输入信息后，单击“ 添加用户”按钮，它们将立即添加到您的看板中。

配置您的状态设置 (Configure Your Statuses Settings)

Next, under the Statuses tab, you will customize your Kanban board in terms of column title, color, WIP, and whether to auto-archive.

接下来，在状态选项卡下，您将根据列标题，颜色，在制品以及是否自动存档来自定义看板。

WIP or Work in Progress, is the allotted number of tasks in each column on your Kanban board. By pre-setting how many WIPs you want allowed per column, you prevent bottlenecking of work into one column and keep the workflow moving smoother.

“在制品”或“进行中的工作”是看板中每一列中分配的任务数。 通过预先设置每列希望允许的WIP数量，可以防止将工作瓶颈限制在一列中，并使工作流程更加顺畅。

For instance, if you would only like 3 new To Do tasks assigned at any one time, then you would configure that column’s WIP to be 3. Until one of those tasks is moved to the next column on the Kanban board, no one will be allowed to add another To Do task to that column.

例如，如果您一次只希望分配3个新的“待办事项”任务，则可以将该列的WIP配置为3。在将其中一个任务移至看板的下一列之前，将不会有任何一个任务被执行。允许向该列添加另一个“待办事项”任务。

Once you are done, click on Save your Settings.

完成后，点击保存您的设置 。

配置您的估算设置 (Configure Your Estimates Settings)

Lastly, under the Estimates tab, you will decide the set points users will be allowed to choose from when deciding how long a particular task will take.

最后，在“ 估计”选项卡下，您将确定在确定特定任务将花费多长时间时允许用户从中选择的设置点。

For instance, the default estimate settings include 2 hours, 4 hours, 1 day, 2 days, and 4 days.

例如，默认估计设置包括2小时，4小时，1天，2天和4天。

You can, however, change those estimates to whatever you want. You can also add another estimate by selecting Add another estimate.

但是，您可以将这些估计值更改为所需的任何值。 您还可以通过选择添加其他估算值来添加另一个估算值 。

Keep in mind, all estimates you define will show in your Kanban board in the order they are set.

请记住，您定义的所有估算值都将按照其设置顺序显示在看板中。

After making any necessary changes, click on Save your Settings.

进行必要的更改后，点击保存您的设置 。

将任务添加到看板中 (Add Tasks to Your Kanban Board)

After all of your plugin’s settings have been configured, click on the Go to your board button.

配置完所有插件的设置后，单击“ 转到您的面板”按钮。

Since your Kanban board is brand new, it will look very empty at first. That’s because you need to start the workflow process by defining tasks in the To Do column.

由于您的看板是全新的，因此一开始它看起来很空。 这是因为您需要通过在“ 待办事项”列中定义任务来启动工作流程。

You will also be able to estimate how long each task will take the assigned user.

您还可以估计每个任务将花费指定用户多长时间。

From there, team members assigned tasks will be able to move them into the appropriate column labeled Doing, track the time it takes to complete the tasks, and lastly, move them into the Done column, signaling the task as complete.

从那里，分配了任务的团队成员将能够将它们移至标为Doing的适当列中，跟踪完成任务所花费的时间，最后将它们移至Done列中，以表明任务已完成 。

We hope this article helped you learn how to easily add a Trello-like Kanban board to your WordPress website. You may also want to see our list of must have WordPress plugins for every website.

我们希望本文能帮助您学习如何轻松地将类似Trello的看板添加到您的WordPress网站。 您可能还想查看我们的列表，其中列出每个网站都必须具有WordPress插件 。

If you liked this article, then please subscribe to our YouTube Channel for WordPress video tutorials. You can also find us on Twitter and Facebook .

如果您喜欢这篇文章，请订阅我们的YouTube频道 WordPress视频教程。 您也可以在Twitter和Facebook上找到我们。

翻译自: https://www.wpbeginner.com/plugins/how-to-add-a-trello-like-kanban-board-in-wordpress/

trello 删除看板