Takaddun bayanai

Tables - bayanan baya, kasafin kuɗi, da zanen gado a cikin rufi ɗaya

Bude taga tebur daga filin aikinku: maƙunsar shafuka masu yawa tare da dabaru, masu tacewa, da aiki tare na ainihin lokaci. Wakilin layuka na baya yana gudana da allon kanban; Tsarin waƙa na kasafin kuɗi vs ainihin; Jadawalin yana ƙunshe da abubuwan da suka faru kwanan watan da fitarwar kalanda-ba keɓantaccen bayanan bayanai daga Don yi ba.

Formula & CSV Backlog ↔ allo Gudu daga layuka
Matsayin takarda

Sheet, Backlog, Budget, da Jadawalin - abin da kowannensu yake

Kowane dashboard ɗin ƙungiyar yana samun maƙunsar bayanai masu daidaitawa. Generic zanen gado grids ne na kyauta; Taswirar rawar aiki tare da shimfidu na ginshiƙai, ingantattun abubuwa, da na'urori masu sarrafa kansa waɗanda aka daidaita zuwa ayyuka, kuɗi, da kalandarku.

B2B SaaS gidan yanar gizon UI lakabin. Fassara zuwa ha na halitta: Generic

B2B SaaS gidan yanar gizon UI lakabin. Fassara zuwa ha na halitta: Sheet (blank tab)

Shafin shafi na al'ada-kowane shimfidar wuri da kuke so. Yi amfani da shi don tebur bincike, matrix abun ciki, lissafin ad-hoc, ko ƙididdige ƙididdiga. Yana goyan bayan cikakken injin dabara, haɗa sel, tsokaci, daskare fakiti, nemo/masanya, ƙarfin hali/align/cika, kwafi/ manna, da CSV/XLSX shigo da/fitarwa. Babu hanyar haɗin kai ta atomatik zuwa allon ɗawainiya sai dai idan kun yi waya da kanku.

Choose Sheet when you need a flexible grid that is not tied to agent runs or kanban columns.

Role · koma baya

Bayanan baya

Takardun ayyuka: Aiki, Wakili, fifiko, Matsayi, An katange ta, Kwanan wata ƙarewa, Kwanaki a Jira, Gaggawa, Gudun Ƙarshe, Aiki, Kuskure, da Gudu. Matsayi yana lissafin matches kanban (Jira, Ana ci gaba, Shirye, Anyi, An kasa). Ragowar Wakilci da Matsayi; launuka masu sharadi don matsayi da tsayin jira a cikin Jiran. Wannan shine inda kuke yin jerin gwano, gudanar da wakilai jere-bi-jere, kuma kuyi aiki tare da allon Aiki da Don yin panel.

Choose Backlog when rows represent standing tasks or agent jobs—not one-off notes in a blank grid.

Matsayi · kasafin kuɗi

Kasafin kudi

Tsarin kuɗi: Abu, Categories, Shirye-shiryen, Ainihin, Bambanci-tare da samfurin SUM formula da jimlar jeri. Kwayoyin bambance-bambance mara kyau suna juya ja ta atomatik. Haɗin Budget ↔ Bayanan baya don cire Gaskiya/Shirye-shiryen daga abubuwan baya ta hanyar tsarin INDEX/MATCH. Gwargwadon taƙaitaccen kasafin kuɗi yana haskaka nau'ikan akan tsari.

Choose Budget when you track spend or token burn against plan, optionally tied to backlog line items.

Matsayi · jadawalin

Jadawalin

ginshiƙai masu daidaita kalanda: Kwanan wata, Lokaci, Lamarin, Mai shi, Bayanan kula. Daskararre layin kai. Saita maimaita maimaitawa akan babban layi (kullum, mako-mako, kowane wata), samar da layuka na faruwa na wata guda, da fitar da takardar zuwa .ics don Google Calendar ko Outlook. Yana haɓaka ayyuka na tushen cron akan allon kanban-amfani da Jadawalin don grid taron da mutum zai iya karantawa.

Choose Schedule when you plan meetings, launches, or content slots in a dated table—not agent execution queues.

Iyawa Shet Bayanan baya Kasafin kudi Jadawalin
Agent Run / Aika zuwa wakili - Ee - -
Aiki tare tare da allon Aiki - Ee - -
Formula (SUM, MATCH,…) Ee Ee Ee Iyakance
Ingantattun ginshiƙi / jeri B2B SaaS gidan yanar gizon UI lakabin. Fassara zuwa ha na halitta: Manual Gina-ciki - Kwanan wata/lokaci
Gudanarwa ta atomatik & mahaɗar yanar gizo - Ee - -
Fitar da .ics - - - Ee
Farawa

Yadda ake bude Tables da ƙirƙirar zanen gado

Tebura wani yanki ne na filin aiki na Digio — sarari ƙungiya ɗaya kamar zanen ku, Don yin lissafin, da allon ɗawainiya. Sabbin wuraren aiki suna farawa tare da Backlog da Budget shafuka shirye don amfani.

  1. Buɗe Tables

    A cikin kayan aiki na sararin aiki, danna Tebur. Faɗin maƙunsar yana buɗe cikakken allo tare da shafuka shafuka, mashaya dabara, da kayan aikin tsarawa. Lokacin da abokan aiki suka yi gyara tare, za ku ga masu lanƙwasa kai tsaye a kan takardar.

  2. Ƙara takarda mara kyau

    Danna + Sheet don ƙara Sheet 1, Sheet 2, da sauransu. Sake suna ko kwafin shafuka daga menu na shafin. Abokan wasan kallo-kawai za su iya karanta takardar ba tare da gyara sel ba, ya danganta da rawar da suke takawa.

  3. Fara daga samfuri

    Buɗe Samfura a cikin kayan aiki kuma zaɓi Backlog, Budget, ko Jadawali. Kowanne yana ƙara shafin da aka shirya tare da kanun labarai, layin samfurin, da ginshiƙan da kuke buƙata don wannan aikin. Bayanan baya ya ƙunshi wakili da ginshiƙan matsayi tare da alamun launi.

  4. Kawo bayananku

    Paste from Excel or Google Sheets, or choose Import CSV into selection after picking the top-left cell. Export one sheet as CSV or the whole workbook as XLSX. Save a snapshot before a large import so you can roll back in one click.

Baya cikin zurfi

Gudanar da wakilai daga layuka kuma kiyaye allo a daidaita

Backlog shine fuskar maƙunsar rubutu na ayyuka na tsaye. Layukan da aka haɗe suna raba ID tare da katunan kanban da Don yin shigarwar-shirya ɗawainiya, wakili, fifiko, ko matsayi a cikin takardar da sabunta allo (kuma akasin haka lokacin daidaitawa yana kunne).

Gudu jere & layi

Zaɓi jeri na bayanai tare da taken ɗawainiya da wakili, sannan Run jere-ko tsari Gudu Shirya layuka na bayyane. Yayin yawo, Matsayi yana motsawa zuwa Ci gaba; ginshiƙan Ayyuka da Kuskure sun cika. An katange ta ta tilasta ƙare-farko akan layukan dogaro.

Ƙara zuwa ayyukan wakili

Aika zuwa wakili / Ƙara Shirye-shiryen layuka yana haifar da ayyuka na tsaye akan wakilai da katunan akan allo. Ƙarawa ta atomatik zuwa Backlog yana ƙara sabbin ayyuka na tsaye daga Don yi idan an kunna.

Shigo da allo da aiki tare

Shigo da Task Board → Backlog yana jan ginshiƙan kanban zuwa layuka; Sauya Backlog yana share layuka na bayanai da farko. Zaɓin daidaitawa zuwa jirgi yana tura gyare-gyare baya. Zaɓin daidaitawa ta atomatik kowane 8s da aiki tare na hannu bayan wakili ya gudana.

Dokokin gudanarwa ta atomatik & filin

Tick ​​mai tsarawa na iya sarrafa Layukan Shirye ta atomatik. Filin aikin atomatik yana jawo lokacin da kuka saita Matsayi (ko wani filin) ​​zuwa ƙayyadaddun ƙima. Anyi POSTs na gidan yanar gizo zuwa URL ɗin ku na HTTPS lokacin da jere ya kai Anyi.

Ra'ayoyi & tacewa

Nau'i/tace ginshiƙi, ra'ayoyin da aka adana, masu saurin tacewa (Shirye kawai, wanda bai ƙare ba, babu wakili, nau'i ta fifiko), rukuni ta Wakili ko Matsayi, sandar taƙaitaccen matsayi, da fa'idodin takaddar takarda (wanda ya wuce / babu wakili).

Tsaftar layi

Saka jere a sama, kwafin jeri, sharhin tantanin halitta tare da @ ambaton, canza tarihi akan filayen maɓalli, Kwanakin Jiran SLA haske (kwanaki 7+), kuma gyara/sake kowane takarda.

Kasafin kudi

Shiri vs ainihin tare da bambancin rayuwa

Jadawalin kasafin kuɗi suna bin abubuwan layi da kashewa-ba jerin gwano ba. Kwatanta lambobin da aka tsara da na ainihi, duba sabuntawar bambance-bambance yayin da kuke gyarawa, da haɗa layuka zuwa Backlog lokacin da sunayen suka dace.

Jimlar da ke wanzuwa

Jimlar jimlar jeri da aka gina a ciki An tsara da Gaskiya. Bambance-bambance yana nuna tazarar jere-jeri da mirgina sama a ƙasa-babu kiyaye maƙunsar rubutu na hannu.

Yawan wuce gona da iri ya fito waje

Lokacin da ainihin kashe kuɗin da ake kashewa, ƙwayoyin bambance-bambancen suna juya ja don haka kuɗi da ops suna ganin layin matsala nan take-ba tare da gina ƙa'idodin sharadi da kanku ba.

An haɗa zuwa Backlog

Haɗa Budget ↔ Bayanan baya don haka Ainihin yana bin abubuwan layi na baya da suna. Tushen gaskiya ɗaya don ƙona alamar, kashe ɗan kwangila, ko farashin aikin.

Faɗakarwar rukuni

Taƙaitaccen nau'ikan tuta waɗanda suka ƙetare tsari - bincika taken takarda kafin taron bita maimakon farautar sel guda ɗaya.

Jadawalin

Abubuwan da aka kwanan watan, maimaitawa, da fitarwar kalanda

Jadawalin shine kalandar ƙungiyar ku a cikin tsarin tebur-kwanaki, masu mallaka, da bayanin kula. Yi amfani da shi tare da wakili mai sarrafa kansa yana gudana akan allo lokacin da kuke son tsarin da mutum zai iya karantawa da kashe kashewa.

Gina don abubuwan da suka faru

Kwanan wata, Lokaci, Lamarin, ginshiƙan Mallaki, da Bayanan kula tare da tabbatarwa-layukan da suka shude suna fitowa ta atomatik don haka ƙaddamarwa da tarurruka ba za su wuce ƙungiyar ba.

Maimaituwar hankali

Saita maimaita yau da kullun, mako-mako, ko kowane wata akan jeri mai mahimmanci, sannan haifar da wata guda na abubuwan da suka faru a cikin aiki ɗaya-ko kunna maimaitawar mako-mako a kowane jere.

Fitarwa zuwa kalandarku

Zazzage Jadawalin azaman .ics kuma buɗe shi a cikin Google Calendar ko Outlook - raba lokaci guda tare da masu ruwa da tsaki waɗanda basa zama a cikin Digio.

Haɗin kai tare da sarrafa kansa

Yi amfani da Jadawalin don mutane da kwanakin; Yi amfani da ayyuka na tsaye da cron akan kanban lokacin da wakilai yakamata suyi gudu akan agogo. Dukansu ra'ayoyi suna tsayawa a wuri guda ɗaya.

Duk nau'ikan takarda

Fasalolin da aka raba a cikin shafuka

Ko kuna kan takaddar da ba ta da komai ko samfurin baya, edita iri ɗaya yana ba da ikon haɗin gwiwa da bincike.

Formules

= SUM, = MATCH, nassoshi kamar A1 da B2-sauya nuna dabara da ƙididdiga masu ƙima; cika maƙasudin ja da ƙima; sake zagayowar kuma #DIV/0! kurakurai sun bayyana a cikin tantanin halitta.

Zaɓi & allo

Kwafi, yanke, manna, share, zaɓi duka; mashaya zaɓi na sel da yawa; sel masu kariya ta kowace rawar kungiya.

Tsarin tsari

Maimaita girman ginshiƙai/layu (danna-biyu gefen don dacewa ta atomatik), daskare layuka/ginshiƙai, haɗa/cire, saka/kwafi layuka.

Nemo & Tsara

Ctrl + F nemo a cikin takardar; m, jeri, cika bango a kan tsarin mashaya.

Haɗin kai

Aiki tare na faci na ainihi, masu siginan kwamfuta akan sel, kasancewar shafin ("wanda ke kallo"), zaren sharhi tare da warwarewa/sake buɗewa.

Fayiloli & tarihi

Shigo da fitarwar CSV, littafin aiki XLSX fitarwa, adanawa/mayar da hotuna masu lakabi, duba kowane-cell akan filayen bayanan baya.

B2B SaaS gidan yanar gizon UI lakabin. Fassara zuwa ha na halitta: Nasiha

Halayen mai aiki

Bi da Backlog a matsayin tsarin batch ɗin zuwa ayyuka iri ɗaya da kuke gani akan allo.

  • Anchor CSV imports — select cell A1 of the target block before import so Task rows line up with board links.

  • Saved views — store Ready-only or overdue filters for weekly ops reviews.

  • Snapshot before Replace — board → Backlog replace clears row links; restore from snapshot if needed.

  • Budget link — align Item names with Backlog task titles before Link Budget ↔ Backlog.

Shirya aiki a cikin layuka, ba tarwatsa takardu ba

Buɗe Tebura a kan dashboard ɗinku, sanya samfuri na Backlog, kuma gudanar da wakilin ku na farko daga jeren Shirye.