选择最佳任务管理软件的指南
作者:Atlassian
作者:Atlassian
使用免费的任务跟踪模板进行实时监控
突破标准待办列表的局限。使用此模板可视化整理任务并确定其优先级,助力实现更清晰的项目管理。
过载的收件箱、散乱的待办事项列表和错过的截止时间,即使是最有良好意愿的团队也会很快“脱轨”。这个问题的答案是什么呢?就是任务管理工具。
将任务管理工具视为数字助手,它可以帮助确定任务的优先级、支持协作并跟踪项目进度。这些工具能让团队更高效地工作,从而提高工作效率,使团队更快实现最终目标,减少失误和延误。
本文探讨了任务管理解决方案,揭示了其特性和功能,并重点介绍了最佳选择。它提供了选择理想解决方案所需的知识,以简化工作流,提高效率,使团队获得成功。
什么是任务管理工具?
团队使用任务管理解决方案来管理工作流,以确保效率和生产力。这些数字助手侧重于通过对任务和项目进行安排、排序和监控来优化工作。
任务管理解决方案为团队提供了一个中央空间,用于捕获项目和任务、对其进行分类以及确定它们的优先级。进度监控、提醒和截止时间等功能让团队保持责任感和参与度。
Jira 是一款包罗万象的综合任务管理工具。这款功能丰富的任务管理应用可简化工作流,提高工作效率。
使用任务管理工具的好处
选择合适的任务管理平台并正确实施,可以带来无数好处。虽然提高工作效率是主要结果,但这并不是使用任务管理工具的唯一优势。
以下是一些其他优势:
组织:任务管理软件是组织和确定优先事项的中央存储库。团队可以列出所有任务,然后对其进行优先级排序,以确保按照合理的顺序完成任务,并考虑到任何必要的依赖关系。
协作:团队成员可以交换文件和评论,增强协作,同时为团队提供监控实时进度的工具。
流程管理:任务管理软件以可视化的方式支持项目管理并显示进度,帮助项目经理发现瓶颈并修改工作流。
首选的任务管理工具
选择正确的任务管理工具将有助于实现公司的总体目标。在选择工具之前,请先查看一些主要功能,然后选择一款符合团队需求的工具。
Jira:整体最佳任务管理工具
Jira’s extensive capabilities and adaptability make it the best choice for users who want to achieve efficiency and more precise resource planning.
Task management hub: Jira provides a single hub for all tasks and projects and offers high-level and task-level views. Its intuitive interface provides transparency and makes capturing, organizing, and prioritizing tasks and dependencies easy.
Task division: Jira divides complex projects into easier-to-manage tasks that reduce complexity and make projects less intimidating. Jira enables more concentrated work by inviting team members to focus on one task at a time in a logical sequence.
Real-time monitoring and resource planning: Jira provides real-time visibility into project progress and resource allocation, creating total transparency. Project managers can see workflows, spot bottlenecks, and use Kanban boards to monitor progress.
Cooperation and information exchange: Through a single interface, Jira promotes teamwork by enabling data exchange, feedback, and project status monitoring.
Jira Product Discovery: Best for ideation and brainstorming

Conventional brainstorming approaches are not always practical due to disjointed and unstructured approaches, resulting in the inability to capture important ideas. The solution: Jira Product Discovery, a feature-rich setting that enhances brainstorming and ideation.
Jira Product Discovery offers:
Visual collaboration: Teams can explore concepts visually through mind maps and user narrative mapping, promoting a dynamic and engaging brainstorming process.
Centralized idea capturing: Jira Product Discovery offers a central repository for capturing ideas during brainstorming sessions.
Simplified prioritization: Jira Product Discovery provides tools to efficiently rank promising concepts and invite teams to use concept voting and weight grading to decide which ideas merit investigation and development.
Smooth integration: Jira Product Discovery integrates with the Jira ecosystem to create a seamless workflow, ensuring teams can convert ideas into Jira issues and action them within the platform.
Full alignment and transparency: Jira Product Discovery’s central platform fosters understanding and transparency, allowing team members to observe, debate, and participate in the ideation process.
Confluence whiteboards: Best for visual collaboration

Confluence whiteboards provide a virtual canvas where teams can brainstorm, plan, and share ideas. Confluence whiteboards unleash creativity through:
Free-form brainstorming: Confluence whiteboards provide a free-form environment so teams can record ideas, sketch concepts, and organize thoughts visually.
Visual idea sharing: Whiteboards allow teams to share ideas using images, diagrams, and mind maps, fostering comprehension and clear communication across working styles.
Real-time collaboration: Whiteboards enable real-time collaboration, enabling dynamic brainstorming sessions and ensuring alignment.
Easy integration and accessibility: Confluence whiteboards are accessible on any device. Teams can link whiteboards to Confluence pages, documents, and Jira issues to create a holistic project view.
Jira: Best for task assignment and tracking

Jira helps users manage projects and ensures effective task completion through:
Task assignment: Jira’s task tracking template allows users to precisely define tasks and includes custom fields, attachments, and descriptions. Project managers can designate tasks to ensure each team member understands their responsibilities.
Deadline management: Jira clearly defines deadlines, creating a visible schedule to ensure accountability.
Progress tracking: Team members can log work hours, update task statuses, and comment on tasks. This helps project managers monitor project status, spot delays, and find solutions as needed.
Kanban boards: Jira’s Kanban boards visualize project workflows. Users can view project progress by dragging and dropping tasks between phases, such as “To Do,” “In Progress,” and “Done.”
Reporting and analytics: Jira offers extensive analytics and reporting features that allow project managers to create reports to track metrics, such as job completion rates and cycle timeframes.
Confluence: Best for documentation and knowledge sharing

Confluence is a comprehensive solution for documentation, knowledge sharing, and team collaboration that provides universal access across a company.Confluence empowers teams by providing the following:
A centralized knowledge repository: From project plans and meeting notes to user manuals and knowledge base articles, Confluence is an accessible single source of truth for managing and providing critical information across the team.
Collaborative content creation: Confluence fosters collaborative communication and content creation through real-time editing, commenting, and version control.
Enhanced content formatting and organization: Confluence offers a rich text editor so users can easily format content, including images, tables, and multimedia elements.
Seamless integration with Jira: Teams can create a connected ecosystem by linking Confluence pages directly to Jira issues and projects.
Accessibility and search functionality: Confluence offers a user-friendly interface (accessible from any device) and a powerful search function so users can find information within the platform.
Loom: Best for asynchronous collaboration
Loom bridges the communication gap in a decentralized workforce. Users can record and share short video messages, providing engaging and nuanced communication.Loom offers:
Easy screen and webcam recording: Users can record their screen and video from their webcam while sharing voice and visual context.
Frictionless video sharing: After recording, Loom automatically uploads the video to its site and generates a link for sharing via email or text message.
Asynchronous communication: Teams can watch the video on demand, eliminating the need for synchronized meetings.
Enhanced context and clarity: Loom allows users to leverage facial expressions, gestures, and screen recordings to provide greater context and clarity.
Improved engagement and retention: Loom’s video messages capture and hold viewers’ attention, improving information absorption and ensuring effective communication.
Jira Align: Best for enterprise-scale agile planning

Jira Align offers a comprehensive suite of features that empowers teams to streamline enterprise-scale agile planning, helping them translate strategic objectives into actionable initiatives for effective delivery across cross-functional teams.
Jira Align tackles the complexities of enterprise agile planning through:
Strategic alignment: Jira Align allows businesses to define strategic themes and objectives, which can be cascaded to lower levels, ensuring alignment and fostering an understanding of how individuals contribute to the vision.
Portfolio management: Jira Align prioritizes portfolios, allocates resources, and manages risks to empower leadership to make informed decisions about resource allocation, roadblocks, and alignment with strategic priorities.
Visibility and tracking: Jira Align’s program boards offer high-level overviews of program health, progress, and dependencies. This transparency allows leaders to track performance, identify bottlenecks, and ensure results.
Cross-team collaboration: Jira Align provides a unified platform to share information, track dependencies, and synchronize efforts.
Jira integration: Jira Align integrates with Jira, creating a seamless flow of information between strategic plans and day-to-day execution.
Jira Service Management: Best for managing IT tasks

Jira Service Management offers a comprehensive suite of features that streamline IT task management, improve service delivery, and empower teams to resolve issues effectively.Jira Service Management empowers IT teams with:
Centralized service request management: Jira Service Management provides a central hub for users to submit service requests. These requests are categorized, prioritized, and routed to the appropriate team member, ensuring efficient resolution and improved user experience.
Incident management: Jira Service Management offers robust features for incident management, ensuring a prompt and coordinated response to resolve critical issues and minimize downtime.
Change management: Jira Service Management provides a structured approach to change management, ensuring changes are implemented in a controlled manner.
Automated workflows: Teams can automate tasks such as assigning technicians, sending notifications, and updating request statuses, freeing IT professionals to focus on complex issues.
Improved visibility: IT teams can gain valuable insights into service desk performance, identify trends, measure IT service effectiveness, and use this data to improve IT service delivery.
Atlas: Best for goal tracking
Atlas specializes in goal tracking, empowering users to manage tasks and effectively define, monitor, and achieve their objectives.
Atlas offers:
A goal-centric approach: Atlas allows users to set clear, well-defined goals with descriptions, target dates, and ownership.
Flexible framework integration: Whether for objectives and key results, specific goals, or key performance indicators (KPIs), Atlas integrates with frameworks, empowering users to leverage their preferred approach.
Progress visualization: Atlas’s visual dashboards offer a real-time snapshot of progress. Users can see how completed tasks contribute to objectives, fostering a sense of accomplishment and keeping them on track.
Transparency and alignment: Atlas allows users to connect goals to relevant teams and projects, providing transparency that fosters team alignment and ensures all team members work toward the specified objectives.
Streamlined communication: Atlas integrates seamlessly with Jira and Confluence, creating streamlined communication and collaboration.
使用 Jira 改善跨项目的任务管理
Jira 是使团队能够明确高效地管理任务的一项解决方案。
Jira 不仅能提供待办事项列表,还使团队能够将大型项目分解为易于管理的事务。项目经理可以添加每个事务的详细信息,并分配、跟踪事务及将其与依赖关系关联起来。这种方法可确保每个人都了解每个角色,并为大局做出贡献。
Jira 的时间线和 Advanced Roadmaps 可阐明进度和依赖关系,展示愿景以及团队之间的工作协调方式,从而促进协作和确保进度。
但是 Jira 以其多功能性脱颖而出。它与数千款第三方应用集成,使团队能够提炼信息,并创建全面的任务或项目资源分配视图。
想体验 Jira 的强大功能?免费获取 Jira 以提高效率并取得成功。
任务管理工具:常见问题
在评估任务管理工具时,您应该关注哪些功能?
在评估任务管理工具时,应考虑可增强组织能力的功能,例如任务分解和优先级划分功能。关注可帮助团队进行沟通和文件共享的协作功能。此外,寻求可通过与现有工具集成来简化流程的自定义工作流功能。最后,简单易用的界面可确保轻松采用并为团队成员消除入门障碍,无论其技术能力如何都不影响使用。
如何为团队选择合适的任务管理工具?
选择合适的任务管理工具需要清楚地了解团队的需求。首先评估项目复杂性、团队规模和所需的功能。通过考虑可扩展性能否满足未来增长需求,以及界面是否简单易用,可让团队无缝采用,来评估不同选项。优先考虑可确保工作流顺畅的协作和集成等功能。
如何在 Jira 中管理任务?
在 Jira 中,团队成员可以创建包含详细描述的任务(称为事务)并进行分配。任务配置包括设置截止时间,并且团队可以利用进度跟踪功能来监控每项任务的状态。看板可直观呈现工作流,使用户能够在“待办”和“已完成”等项目阶段之间拖放任务。评论和附件功能可促进协作,让团队随时了解相关情况。
选择最佳任务管理软件的指南
作者:Atlassian
作者:Atlassian
使用免费的任务跟踪模板进行实时监控
突破标准待办列表的局限。使用此模板可视化整理任务并确定其优先级,助力实现更清晰的项目管理。
过载的收件箱、散乱的待办事项列表和错过的截止时间,即使是最有良好意愿的团队也会很快“脱轨”。这个问题的答案是什么呢?就是任务管理工具。
将任务管理工具视为数字助手,它可以帮助确定任务的优先级、支持协作并跟踪项目进度。这些工具能让团队更高效地工作,从而提高工作效率,使团队更快实现最终目标,减少失误和延误。
本文探讨了任务管理解决方案,揭示了其特性和功能,并重点介绍了最佳选择。它提供了选择理想解决方案所需的知识,以简化工作流,提高效率,使团队获得成功。
什么是任务管理工具?
团队使用任务管理解决方案来管理工作流,以确保效率和生产力。这些数字助手侧重于通过对任务和项目进行安排、排序和监控来优化工作。
任务管理解决方案为团队提供了一个中央空间,用于捕获项目和任务、对其进行分类以及确定它们的优先级。进度监控、提醒和截止时间等功能让团队保持责任感和参与度。
Jira 是一款包罗万象的综合任务管理工具。这款功能丰富的任务管理应用可简化工作流,提高工作效率。
使用任务管理工具的好处
选择合适的任务管理平台并正确实施,可以带来无数好处。虽然提高工作效率是主要结果,但这并不是使用任务管理工具的唯一优势。
以下是一些其他优势:
组织:任务管理软件是组织和确定优先事项的中央存储库。团队可以列出所有任务,然后对其进行优先级排序,以确保按照合理的顺序完成任务,并考虑到任何必要的依赖关系。
协作:团队成员可以交换文件和评论,增强协作,同时为团队提供监控实时进度的工具。
流程管理:任务管理软件以可视化的方式支持项目管理并显示进度,帮助项目经理发现瓶颈并修改工作流。
首选的任务管理工具
选择正确的任务管理工具将有助于实现公司的总体目标。在选择工具之前,请先查看一些主要功能,然后选择一款符合团队需求的工具。
Jira:整体最佳任务管理工具
Jira’s extensive capabilities and adaptability make it the best choice for users who want to achieve efficiency and more precise resource planning.
Task management hub: Jira provides a single hub for all tasks and projects and offers high-level and task-level views. Its intuitive interface provides transparency and makes capturing, organizing, and prioritizing tasks and dependencies easy.
Task division: Jira divides complex projects into easier-to-manage tasks that reduce complexity and make projects less intimidating. Jira enables more concentrated work by inviting team members to focus on one task at a time in a logical sequence.
Real-time monitoring and resource planning: Jira provides real-time visibility into project progress and resource allocation, creating total transparency. Project managers can see workflows, spot bottlenecks, and use Kanban boards to monitor progress.
Cooperation and information exchange: Through a single interface, Jira promotes teamwork by enabling data exchange, feedback, and project status monitoring.
Jira Product Discovery: Best for ideation and brainstorming

Conventional brainstorming approaches are not always practical due to disjointed and unstructured approaches, resulting in the inability to capture important ideas. The solution: Jira Product Discovery, a feature-rich setting that enhances brainstorming and ideation.
Jira Product Discovery offers:
Visual collaboration: Teams can explore concepts visually through mind maps and user narrative mapping, promoting a dynamic and engaging brainstorming process.
Centralized idea capturing: Jira Product Discovery offers a central repository for capturing ideas during brainstorming sessions.
Simplified prioritization: Jira Product Discovery provides tools to efficiently rank promising concepts and invite teams to use concept voting and weight grading to decide which ideas merit investigation and development.
Smooth integration: Jira Product Discovery integrates with the Jira ecosystem to create a seamless workflow, ensuring teams can convert ideas into Jira issues and action them within the platform.
Full alignment and transparency: Jira Product Discovery’s central platform fosters understanding and transparency, allowing team members to observe, debate, and participate in the ideation process.
Confluence whiteboards: Best for visual collaboration

Confluence whiteboards provide a virtual canvas where teams can brainstorm, plan, and share ideas. Confluence whiteboards unleash creativity through:
Free-form brainstorming: Confluence whiteboards provide a free-form environment so teams can record ideas, sketch concepts, and organize thoughts visually.
Visual idea sharing: Whiteboards allow teams to share ideas using images, diagrams, and mind maps, fostering comprehension and clear communication across working styles.
Real-time collaboration: Whiteboards enable real-time collaboration, enabling dynamic brainstorming sessions and ensuring alignment.
Easy integration and accessibility: Confluence whiteboards are accessible on any device. Teams can link whiteboards to Confluence pages, documents, and Jira issues to create a holistic project view.
Jira: Best for task assignment and tracking

Jira helps users manage projects and ensures effective task completion through:
Task assignment: Jira’s task tracking template allows users to precisely define tasks and includes custom fields, attachments, and descriptions. Project managers can designate tasks to ensure each team member understands their responsibilities.
Deadline management: Jira clearly defines deadlines, creating a visible schedule to ensure accountability.
Progress tracking: Team members can log work hours, update task statuses, and comment on tasks. This helps project managers monitor project status, spot delays, and find solutions as needed.
Kanban boards: Jira’s Kanban boards visualize project workflows. Users can view project progress by dragging and dropping tasks between phases, such as “To Do,” “In Progress,” and “Done.”
Reporting and analytics: Jira offers extensive analytics and reporting features that allow project managers to create reports to track metrics, such as job completion rates and cycle timeframes.
Confluence: Best for documentation and knowledge sharing

Confluence is a comprehensive solution for documentation, knowledge sharing, and team collaboration that provides universal access across a company.Confluence empowers teams by providing the following:
A centralized knowledge repository: From project plans and meeting notes to user manuals and knowledge base articles, Confluence is an accessible single source of truth for managing and providing critical information across the team.
Collaborative content creation: Confluence fosters collaborative communication and content creation through real-time editing, commenting, and version control.
Enhanced content formatting and organization: Confluence offers a rich text editor so users can easily format content, including images, tables, and multimedia elements.
Seamless integration with Jira: Teams can create a connected ecosystem by linking Confluence pages directly to Jira issues and projects.
Accessibility and search functionality: Confluence offers a user-friendly interface (accessible from any device) and a powerful search function so users can find information within the platform.
Loom: Best for asynchronous collaboration
Loom bridges the communication gap in a decentralized workforce. Users can record and share short video messages, providing engaging and nuanced communication.Loom offers:
Easy screen and webcam recording: Users can record their screen and video from their webcam while sharing voice and visual context.
Frictionless video sharing: After recording, Loom automatically uploads the video to its site and generates a link for sharing via email or text message.
Asynchronous communication: Teams can watch the video on demand, eliminating the need for synchronized meetings.
Enhanced context and clarity: Loom allows users to leverage facial expressions, gestures, and screen recordings to provide greater context and clarity.
Improved engagement and retention: Loom’s video messages capture and hold viewers’ attention, improving information absorption and ensuring effective communication.
Jira Align: Best for enterprise-scale agile planning

Jira Align offers a comprehensive suite of features that empowers teams to streamline enterprise-scale agile planning, helping them translate strategic objectives into actionable initiatives for effective delivery across cross-functional teams.
Jira Align tackles the complexities of enterprise agile planning through:
Strategic alignment: Jira Align allows businesses to define strategic themes and objectives, which can be cascaded to lower levels, ensuring alignment and fostering an understanding of how individuals contribute to the vision.
Portfolio management: Jira Align prioritizes portfolios, allocates resources, and manages risks to empower leadership to make informed decisions about resource allocation, roadblocks, and alignment with strategic priorities.
Visibility and tracking: Jira Align’s program boards offer high-level overviews of program health, progress, and dependencies. This transparency allows leaders to track performance, identify bottlenecks, and ensure results.
Cross-team collaboration: Jira Align provides a unified platform to share information, track dependencies, and synchronize efforts.
Jira integration: Jira Align integrates with Jira, creating a seamless flow of information between strategic plans and day-to-day execution.
Jira Service Management: Best for managing IT tasks

Jira Service Management offers a comprehensive suite of features that streamline IT task management, improve service delivery, and empower teams to resolve issues effectively.Jira Service Management empowers IT teams with:
Centralized service request management: Jira Service Management provides a central hub for users to submit service requests. These requests are categorized, prioritized, and routed to the appropriate team member, ensuring efficient resolution and improved user experience.
Incident management: Jira Service Management offers robust features for incident management, ensuring a prompt and coordinated response to resolve critical issues and minimize downtime.
Change management: Jira Service Management provides a structured approach to change management, ensuring changes are implemented in a controlled manner.
Automated workflows: Teams can automate tasks such as assigning technicians, sending notifications, and updating request statuses, freeing IT professionals to focus on complex issues.
Improved visibility: IT teams can gain valuable insights into service desk performance, identify trends, measure IT service effectiveness, and use this data to improve IT service delivery.
Atlas: Best for goal tracking
Atlas specializes in goal tracking, empowering users to manage tasks and effectively define, monitor, and achieve their objectives.
Atlas offers:
A goal-centric approach: Atlas allows users to set clear, well-defined goals with descriptions, target dates, and ownership.
Flexible framework integration: Whether for objectives and key results, specific goals, or key performance indicators (KPIs), Atlas integrates with frameworks, empowering users to leverage their preferred approach.
Progress visualization: Atlas’s visual dashboards offer a real-time snapshot of progress. Users can see how completed tasks contribute to objectives, fostering a sense of accomplishment and keeping them on track.
Transparency and alignment: Atlas allows users to connect goals to relevant teams and projects, providing transparency that fosters team alignment and ensures all team members work toward the specified objectives.
Streamlined communication: Atlas integrates seamlessly with Jira and Confluence, creating streamlined communication and collaboration.
使用 Jira 改善跨项目的任务管理
Jira 是使团队能够明确高效地管理任务的一项解决方案。
Jira 不仅能提供待办事项列表,还使团队能够将大型项目分解为易于管理的事务。项目经理可以添加每个事务的详细信息,并分配、跟踪事务及将其与依赖关系关联起来。这种方法可确保每个人都了解每个角色,并为大局做出贡献。
Jira 的时间线和 Advanced Roadmaps 可阐明进度和依赖关系,展示愿景以及团队之间的工作协调方式,从而促进协作和确保进度。
但是 Jira 以其多功能性脱颖而出。它与数千款第三方应用集成,使团队能够提炼信息,并创建全面的任务或项目资源分配视图。
想体验 Jira 的强大功能?免费获取 Jira 以提高效率并取得成功。
任务管理工具:常见问题
在评估任务管理工具时,您应该关注哪些功能?
在评估任务管理工具时,应考虑可增强组织能力的功能,例如任务分解和优先级划分功能。关注可帮助团队进行沟通和文件共享的协作功能。此外,寻求可通过与现有工具集成来简化流程的自定义工作流功能。最后,简单易用的界面可确保轻松采用并为团队成员消除入门障碍,无论其技术能力如何都不影响使用。
如何为团队选择合适的任务管理工具?
选择合适的任务管理工具需要清楚地了解团队的需求。首先评估项目复杂性、团队规模和所需的功能。通过考虑可扩展性能否满足未来增长需求,以及界面是否简单易用,可让团队无缝采用,来评估不同选项。优先考虑可确保工作流顺畅的协作和集成等功能。
如何在 Jira 中管理任务?
在 Jira 中,团队成员可以创建包含详细描述的任务(称为事务)并进行分配。任务配置包括设置截止时间,并且团队可以利用进度跟踪功能来监控每项任务的状态。看板可直观呈现工作流,使用户能够在“待办”和“已完成”等项目阶段之间拖放任务。评论和附件功能可促进协作,让团队随时了解相关情况。