H°»›ng d«n s»­ d»¥ng Teamlab Office - Qu£n...

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Hướng dẫn sử dụng Teamlab Office để quản lý dự án và quản lý các hoạt động trong doanh nghiệp

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  • 1. QUN L HOT NG DOANH NGHIP VI TEAMLAB OFFICE CNG TY C PHN TIN HC LC TIN2/26/14Teamlab Office Guide

2. Mc lc Gii php truyn thng ni b v thc y nng sut lm vic.................................................................... 4 Qun l D n ........................................................................................................................................... 4 Qun l ti liu .......................................................................................................................................... 4 Qun l khch hng................................................................................................................................... 5 Truyn thng ni b.................................................................................................................................. 6 Truy cp t di ng ................................................................................................................................... 6 Qun l D n ............................................................................................................................................... 8 Cc chc nng chnh ..................................................................................................................................... 8 Phn cp d n ......................................................................................................................................... 8 Qun l quyn truy cp ............................................................................................................................. 8 Qun l thi gian ....................................................................................................................................... 8 Biu Gantt ............................................................................................................................................ 8 Qun l d n v Qun l hot ng doanh nghip ..................................................................................... 9 To mi d n ........................................................................................................................................... 9 iu chnh mt s thit lp d n, ......................................................................................................... 10 Qun l nhm d n ............................................................................................................................... 10 Lp k hoch quy trnh lm vic ............................................................................................................. 12 Lp k hoch mt mc mi................................................................................................................. 12 Thay i mt s kin quan trng, ....................................................................................................... 13 Phn cng nhim v, cng vic ........................................................................................................... 14 thm mt nhim v, .......................................................................................................................... 14 Nu bn cn phi chnh sa mt nhim v ........................................................................................ 15 xa mt nhim v .......................................................................................................................... 15 to ra mt subtask (nhim v con)................................................................................................ 15 Nu bn cn phi chnh sa mt subtask, .......................................................................................... 16 xa mt subtask............................................................................................................................. 16 S dng GANTT CHART ........................................................................................................................... 16 m biu Gantt .......................................................................................................................... 17 Ngoi ra, bn c th ............................................................................................................................ 17 Tho lun ................................................................................................................................................ 18 Bo co tin d n ............................................................................................................................. 20 M / ng / xa d n ............................................................................................................................ 21 3. Thay i thit lp module d n............................................................................................................. 21 ng k s dng Teamlab ........................................................................................................................... 24 Lin h ......................................................................................................................................................... 24 4. Gii php truyn thng ni b v thc y nng sut lm vic TeamLab Office, mt dch v trc tuyn vi cc chc nng chnh qun l d n, qun l ti liu, qun l khch hng v h tr cng tc hin nay c phin bn Ting Vit. Gii php tch hp nhiu chc nng ny c th c s dng di hai hnh thc: nn tng in ton m my v di dng mt phn mm ngun m. TeamLab c 4 chc nng c kt hp cht ch vi nhau, l: D n, Ti liu,CRM v Cng ng. Qun l D n M-un D n cho php ngi dng qun l lm vic theo nhm, phn cng nhim v v thit lp cc s kin quan trng ca d n. Cc cng c theo di thi gian v cc ty chn nng cao trong Lch lm vic cho php cc thnh vin trong nhm sp xp cc hot ng c nhn cng nh cc hot ng cng tc vi cc thnh vin khc. Trong khi , h thng nhc nh s lin tc cp nht cc thnh vin khng bao gi qun cc cng vic khi ti hn.Qun l ti liu M-un Ti liu l mt s kt hp ca mt kho lu tr tp tin, qun l ti liu v mt chng trnh x l vn bn. B cng c ton din caTeamLab khng ch cho php nhn vin lu tr d liu c nhn cng nh cc d liu chung m cn cho php chnh sa ti liu, bng tnh, cc bi thuyt trnh v thm ch c tp tin pdf ngay trn h thng. B cng c linh hot cung cp quyn cho ngi truy cp cho php nhn vin chia s d liu cho cc 5. ng nghip cng nh cc phng ban khc, k c cho php chia s quyn truy cp vi cc i tng khng c trong h thng.Qun l khch hng tng ti a hiu qu ca cng tc bn hng, TeamLab h tr mt cng c l CRM vi bn phn: Danh b (Contacts), c thit k lu tr v theo di tt c cc d liu cn thit.Cng vic(Tasks)- to ra cc nhc nh lin quan n khch hng.C hi(Opportunities) theo di nhng hp ng tim nng.Trng hp (Cases)- Tng hp tt c cc thng tin v mt s kin hoc mt yu cu ca khch hng c lin quan n sn phm hay dch v.Khi c s thay i ln v yu cu ca hot ng kinh doanh, TeamLab CRM s cung cp cc tu chn tu chnh. 6. Truyn thng ni b ti u ha vic truyn thng ni b, TeamLab pht trinm-un Cng nggip cho cc lung thng tin ni b trong doanh nghip lun c truyn ti mt cch sun s nht. Nhn vin c th chia s thng tin qua cc phng tin khc nhau nh Wiki, Bookmark, Cc Tholun, Blogs v chia s hnh nh. TeamLab tch hp mt cng c nhn tin tc thi cho php ngi s dng trong h thng trao i cc thng tin vi nhau mt cch nhanh chng. Truy cp t di ng Khng ai c th ph nhn kh nng v s cn thit ca cc thit b di ng nht l khi cn lm vic t xa,TeamLab cng cung cp mt ng dng cho cc thit b ny vi cc chc nng c bn nht cho php ngi dung lm vic tng tc vi nhau m khng cn quan tm ti v tr ca h . 7. Qun l D n Cc chc nng chnh Phn cp d n S dng s kin quan trng, nhim v v cng vic ph xc nh cc u tin gia cc mc tiu chnh ca bn v cc hot ng.Qun l quyn truy cp Thit lp quyn truy cp c nhn cho cc phn t module khc nhau v to ra cc d n t nhn. Bn c ton quyn kim sot nhng g mi ngi c th nhn thy v nhng hnh ng thc hin.Qun l thi gian nh gi hot ng nhm v cc hot ng d n s dng mt thi gian theo di thng bo tnh nng thit lp v t ng to ra.Biu Gantt Phn tch tin d n v ph thuc nhim v, cp nht cc s kin theo lch trnh v thi hn trong mt vi c nhp chut. 8. Qun l d n v Qun l hot ng doanh nghipTo mi d n1. Nhp vo nt thm/to mi ->d n 2. Xc nh Tiu ca d n v nhp mt on ngn M t , nu cn thit. 3. Ch nh mt qun l d n . 9. 4. To mt nhm d n.5. Nhp th v tch nhau bng du phy. iu ny gip phn loi d n v to iu kin cho vic tm kim nhng ngi dng khc. 6. nh du lu d n dng c nhn S dng ty chn ny nu bn mun hn ch truy cp vo cc d n mi c to ra. Trong trng hp ny d n s ch dnh cho ngi qun tr d n, qun l d n v cc thnh vin ca mnh vi quyn tng ng. 7. nh du Theo di d n ny, nu bn khng c k hoch tham gia vo d n ny nhng cn phi theo di ca n. 8. Nhp vo nt Luiu chnh mt s thit lp d n, 1. m trang d n bng cch nhn vo tiu ca n, 2. nhp vo biu tng bn phi ca tn d n,3. chn Chnh sa t danh sch th xung, 4. lm cho tt c nhng thay i cn thit v nhn vo nt Lu d nQun l nhm d n Mt trong nhng yu t quan trng thnh cng d n ca bn l nhm d n. Khi d n ca bn ang c tin hnh, bn c th cn phi thm hoc loi b mt s thnh vin trong nhm. lm iu ,1. Chuyn sang tab nhm trn trang d n. 2. Nhp vo nt Qun l nhm 10. 3. Thm ngi dng mi vo nhm ca bn. lm iu , hy kim tra ngi s dng m bn mun thm vo nhm ca bn trong danh sch ngi s dng v nhn vo mi tn sang phi. S dng Tm kim nhanh nhanh chng tm thy nhng ngi s dng bn cn hoc nhp vo Chn tt c trn kim tra tt c ngi dng. 4. Loi b cc thnh vin t nhm ca bn. lm iu , hy chn cho ngi s dng m bn mun loi b trong danh sch nhm v nhn vo mi tn sang bn tri. 5. nh du Thng bo cho thm / bt ngi s dng , nu bn mun thng bo cho h v nhng thay i ca nhm. 6. Nhp vo nt Lu Theo mc nh, mi thnh vin trong nhm d n c th xem tt c cc ni dung bn trong cc d n la chn: s kin quan trng, nhim v, ti liu v tho lun . hn ch truy cp ch cn chn cc thnh vin m bn mun thit lp quyn truy cp cho v nhp vo mt trong cc lin kt bn phi: Tho lun - v hiu ha ty chn ny hn ch vic truy cp vo cc cuc tho lun d n. Nu ty chn ny c kch hot, thnh vin d n c th xem xt v tho lun cng nh bt u mt ci mi. Ti liu - v hiu ha ty chn ny hn ch vic truy cp vo cc ti liu d n v cc tp tin. Nu ty chn ny c kch hot, thnh vin d n c th xem, ti v to ti liu. Tt c cc nhim v - v hiu ha ty chn ny hn