3 步驟上手

Get going in 3 steps

這個網站怎麼用

How to use this site

• 左側選單＝我們 monday 的四個工作區（Onboarding／Product／AM／Marketing），每個底下是它的看板。點看板看操作說明。Left sidebar = our four monday workspaces (Onboarding / Product / AM / Marketing), each with its boards. Click a board for its guide.
• 右上角可切換 中文 / EN 與 深色 / 淺色。Top-right toggles 中文 / EN and dark / light.
• 上方搜尋框可用關鍵字找任何內容；主流程頁有每個工作區的流程圖。Search box up top finds anything by keyword; the Main Flow page has a flow diagram for each workspace.
• 卡住了就看 常見問題 FAQ，或詢問同團隊人員，也可詢問 Claire。Stuck? Check the FAQ, ask someone on your team, or ask Claire.

先懂幾個 monday 名詞

A few monday words first

Workspace 工作區 › Board 看板 › Group 群組 › Item 項目 › Subitem 子項目；每一直行是 Column 欄位，有顏色、點一下就能選的是 Status 狀態。

Workspace › Board › Group › Item › Subitem; each column is a Column, and the coloured click-to-pick cells are Status.

點你所屬的團隊，看你會用哪些看板、從哪一個開始。點看板名稱可直接跳到它的教學。各看板誰能編輯、誰只能看，見「使用權限」。

Click your team to see which boards you use and where to start. Click a board name to jump to its guide. Who can edit or only view each board is on Permissions.

畫面長這樣What the screen looks like

下圖是 monday 的實際看板畫面（以 Profile 為例），數字對應下方說明。

A real monday board (Profile). Numbers match the list below.

1 2 3 4 5 6

1. 左側選單：工作區（Workspace，最上層分類，我們有 4 個）和底下的看板（Board）。我的工作收在最下面的「More／更多」裡。Sidebar: the workspace (the top-level grouping; we have 4) and its boards. My work sits under "More" at the bottom.
2. 上方列：🔔 通知（被 @、被指派、自動化寄的提醒都在這）、🔍 搜尋全部內容。Top bar: 🔔 notifications (mentions, assignments, automation reminders) and 🔍 search everything.
3. 工具列：新增項目的藍色按鈕（名稱依看板而定，Profile 叫 New client）、Search 搜尋、Person 只看某人、Filter 篩選、Group by 分組。Toolbar: the blue add button (its name depends on the board; on Profile it's New client), Search, Person, Filter and Group by.
4. 群組 Group：看板裡的分段，例如這裡的 Main。很多看板會依狀態自動把項目搬到別的群組。Group: a section of the board, like Main here. Many boards move items between groups automatically.
5. 項目 Item：一列就是一件事，這裡一列是一個客戶。點名稱或旁邊的對話圖示可以打開項目、寫 Update。Item: one row = one thing; here, one client. Click its name or the speech-bubble icon beside it to open it and post an Update.
6. 欄位 Column：每一直行記一種資訊。有顏色的格子是 Status，點一下從清單選。Column: each column holds one kind of info. Coloured cells are Status; click to pick from a list.

每天會用到的 8 個動作8 things you'll do every day

找不到這個名詞。可以換個關鍵字，或在 FAQ 頁問問看。No term matches. Try another keyword, or check the FAQ.

客戶、遊戲、編號和日期都是虛構範例。

The client, game, IDs and dates are all made up.

第一段：新客戶上線Part 1: Bringing a new client live

1. 1ProfileBD team
   • 新增項目 Sample Casino，填必填欄位：Route = Direct、Is Operator = YES、Is Aggregator = NO；Jurisdiction 填 MT。Add the item Sample Casino and fill the required fields: Route = Direct, Is Operator = YES, Is Aggregator = NO; Jurisdiction = MT.
   • 準備開始談 VVD 的遊戲，把 Add VVD Lead 設為 Approached。Ready to talk about VVD games: set Add VVD Lead to Approached.
   ⚡ Leads & Deals 自動出現一筆 VVD 的 Lead，客戶名、Route、Studio 等資料都帶好了。A VVD Lead appears in Leads & Deals with the client name, Route, Studio and more already filled in.
2. 2Leads & DealsBD team
   • 填 Priority = High、Agreement Type = B2B，Case Owner 選自己。Set Priority = High and Agreement Type = B2B, and make yourself Case Owner.
   • 隨洽談進度更新狀態：Lead → In Discussion → Deal。Move the status along as talks progress: Lead → In Discussion → Deal.
   • 資料都確認後，按 Kickoff（Initiate）。只能按一次。Once everything is checked, press Kickoff (Initiate). Press it once only.
   ⚡ Lead／Deal Date 依狀態自動填；按下 Kickoff 後，Legal WIP for BD/AM、Legal WIP for Legal、Integration WIP 都自動建立 Sample Casino 的項目。Lead / Deal Date fill in by status; Kickoff creates Sample Casino items in Legal WIP for BD/AM, Legal WIP for Legal and Integration WIP.
3. 3Legal WIP for BD/AMBD team
   • Sample Casino 有 4 列文件：NDA、Agreement、DD (we review)、DD (client review)。要法務處理的設為 Process by Legal，並上傳 NDA／Agreement 檔案。Sample Casino has 4 document rows: NDA, Agreement, DD (we review), DD (client review). Set the ones Legal should handle to Process by Legal and upload the NDA / Agreement files.
   • Sample Casino 是 VVD 客戶，NDA、Agreement、DD (we review) 不能設 Not Required。Sample Casino is a VVD client, so NDA, Agreement and DD (we review) can't be Not Required.
   ⚡ 設為 Process by Legal 的文件，狀態會拋轉到 Legal WIP for Legal。Documents set to Process by Legal flow over to Legal WIP for Legal.
4. 4Legal WIP for LegalLegal team
   • 收到的文件已帶好初始狀態（例如 NDA 是 Reviewing、Agreement 是 Drafting），依進度把每一份推到 Completed。Documents arrive with a starting status (e.g. NDA is Reviewing, Agreement is Drafting); move each one to Completed as work progresses.
   • 進度和卡點寫在子項目 Comment from Legal，BD/AM 在自己的看板就看得到。Post progress and blockers in the Comment from Legal subitem so BD/AM can see them from their board.
   ⚡ 四份都完成後，Completeness 自動變成 Total Completed，項目移到 Completed 群組。When all four are done, Completeness turns Total Completed and the item moves to the Completed group.
5. 5Integration WIPTech teamAM team
   • Tech team 依進度切換 Integration Status：1. Integration Preparation → 2. Integration & Testing → 3. Final Acceptance to Live。The Tech team moves Integration Status along: 1. Integration Preparation → 2. Integration & Testing → 3. Final Acceptance to Live.
   • AM 負責最終驗收，客戶正式上線時設為 4. Go Live。The AM handles final acceptance and sets 4. Go Live when the client launches.
   ⚡ 每個階段自動填日期並指派負責人（Route = Direct，測試由 TCS 負責）；Live Date 會出現在 Client 看板的 Go Live Date。Each stage stamps its date and sets the assignee (Route = Direct, so TCS handles testing); Live Date shows up as Go Live Date on the Client board.
6. 6ClientAM team
   • 客戶上線後，在 Client 看板確認 Sample Casino 的客戶檔：補齊公司登記（Registered name、VAT Number、Jurisdiction）、付款幣別與條件，並指派 BD／AM。Once the client is live, check Sample Casino's record on the Client board: complete the registration details (registered name, VAT number, Jurisdiction), payment currency and terms, and assign BD / AM.
   • Commercial Terms 是機密欄位，不要截圖或外流。Commercial Terms is confidential: don't screenshot or share it.
   ⚡ 新客戶自動設為 Client Status = Active、Client Priority = Medium；Go Live Date 從 Integration WIP 帶入。New clients default to Client Status = Active and Client Priority = Medium; Go Live Date comes in from Integration WIP.
7. 7ContactsAM team
   • 新增客戶窗口，填 email、Telegram 等聯絡方式，標一位 Main Contact，並連到 Client 的 Sample Casino。Add the client's contacts with email, Telegram and so on, mark one Main Contact, and link them to Sample Casino on Client.
   • Notifications 勾這個人要收的通知類型（例如 Promo、Financial），最多 4 個。Tick which notifications each person gets in Notifications (e.g. Promo, Financial), up to 4.
   ⚡ 之後其他看板寄信時，會依 Notifications 的分類找收件人。When other boards send email later, they pick recipients by these Notifications tags.

第二段：幫客戶辦一檔促銷Part 2: Running a promo for the client

1. 8PromoAM team
   • 新增促銷：選 Promotion Type（例如 Tournament Sponsor），填 Operator／Site、Games、Start／End Date，Responsible AM 選自己。Add a promo: pick a Promotion Type (e.g. Tournament Sponsor), fill in Operator / Site, Games and Start / End Date, and make yourself Responsible AM.
   • 從項目上的連結送出 RD Request Form（後台設定）和 Marketing Request Form（素材）。Send the RD Request Form (backend setup) and Marketing Request Form (creative) from the links on the item.
   ⚡ 系統自動產生 Promo ID（例如 P0042）並用它命名；Promo Period 依日期自動產生。The system assigns a Promo ID (e.g. P0042) and names the item with it; Promo Period builds itself from the dates.
2. 9RD Set UpAM RD
   • AM 的 RD 依帶進來的需求完成後台設定（例如 Lucky Wheel），把 RD Set Up Status 改成 Completed。AM's RD completes the backend setup from the request that came in (e.g. a Lucky Wheel) and sets RD Set Up Status to Completed.
   ⚡ RD Request Form 送出後，這裡自動建立項目、帶入表單內容並寄信給 RD；改成 Completed 後，Promo 的 RD Set Up Confirm 關卡就過了。Submitting the RD Request Form creates the item here with the form data and emails RD; Completed clears the RD Set Up Confirm gate on Promo.
3. 10Request by AMMarketing
   • Marketing 收到需求，指派 Task Owner，製作素材（例如 Banner）。Marketing receives the request, assigns a Task Owner and produces the creative (e.g. a banner).
   • 完成後填 Assets Path（檔案位置），Task Status 改成 Completed。When done, fill in Assets Path (the file location) and set Task Status to Completed.
   • Promo 上的兩個關卡（RD Set Up Confirm、Marketing Assets）都變 Yes 後，促銷就可以上線。Once both gates on Promo (RD Set Up Confirm, Marketing Assets) are Yes, the promo can go live.
   ⚡ 表單送出時自動通知 Marketing；填了 Assets Path 會自動寄信告訴 AM 素材好了。Submitting the form notifies Marketing; filling Assets Path emails the AM that the creative is ready.
4. 11Promo AnalysisAM team
   • 促銷到 End Date 結束，你會收到通知信，提醒你填 Promo Outcome。When the promo reaches its End Date you get an email reminding you to set the Promo Outcome.
   • 在 Promo Analysis 找到 P0042，等 Status 變成 Completed（數據進來了）。Find P0042 in Promo Analysis and wait for Status to reach Completed (the figures are in).
   • 看 Players／Bets／GGR，依參考價值選 Promo Outcome，在 Comments 寫原因和客戶偏好。Read Players / Bets / GGR, pick the Promo Outcome by learning value, and write the reason and client preferences in Comments.
   ⚡ Players／Bets／GGR 與 % 變化由外部程式自動填，Baseline 自動計算；促銷結束時，活動自動移到 Promo 的 Finished 群組。Players / Bets / GGR and the % changes are filled by an external program and the baseline is calculated; at the end, the promo moves to Promo's Finished group.

第三段：客戶要一張跟促銷無關的素材Part 3: Artwork that isn't for a promo

1. 12Art RequestAM teamMarketing
   • 新增項目，填 Aggregator、Operator、Site、Studio、Responsible AM、Art Request Type（例如 Game Thumbs）、Art Request Note、Games。Add an item and fill in Aggregator, Operator, Site, Studio, Responsible AM, Art Request Type (e.g. Game Thumbs), Art Request Note and Games.
   • 點 Marketing Request Form 連結送出；Art Team 完成後，用通知信裡的連結取回檔案（NAS 或 Google Drive）。Submit via the Marketing Request Form link; when the Art Team is done, collect the files from the link in the email (NAS or Google Drive).
   ⚡ Task ID（例如 A-00015）自動產生；送出後在 Request by AM 建立需求並寄 Outlook 通知；Art Request Status 每小時跟 Request by AM 同步，不用手動改。A Task ID (e.g. A-00015) is assigned; submitting creates the request on Request by AM and sends Outlook emails; Art Request Status syncs with Request by AM every hour, so you never edit it.

第四段：新遊戲搶先開放給這個客戶Part 4: A new game, early access for the client

1. 13Game DeliveryPMO
   • 新增遊戲 Golden Tiger（VVD），依交付步驟推進，並填 QA ETA 與 Demo URL。Add the game Golden Tiger (VVD), work through the delivery steps, and fill in QA ETA and Demo URL.
   ⚡ Delivery Stage 推進時自動展開子項目；填 QA ETA 會在 Certification WIP 建立認證項目（VVD）；填 Demo URL 會在 Roadmap 建立項目。Advancing Delivery Stage creates the step subitems; QA ETA creates a Certification WIP item (VVD); Demo URL creates a Roadmap item.
2. 14Certification WIPPMO
   • 選 Testlab（例如 GLI），填 Certification ETA；用子項目追每個市場，用不到的設 Not Required。Pick the Testlab (e.g. GLI) and set Certification ETA; track each market in subitems and set Not Required where it doesn't apply.
   ⚡ 新增時自動依市場建立子項目；填 ETA 後主狀態變 In Progress，ETA 當天自動變 Completed；ETA 同步到 Game Delivery 與 Roadmap。Market subitems are created automatically; setting the ETA turns status In Progress and the ETA date turns it Completed; the ETA syncs to Game Delivery and Roadmap.
3. 15RoadmapAM team
   • 設定 Quarter（例如 2026 Q4），確認 Demo；排定後按 Finalize。Set the Quarter (e.g. 2026 Q4) and check the demo; once scheduled, press Finalize.
   • Finalize 會把 Release Date 設成按下的那天，排程沒定前不要按。Finalize sets Release Date to the day you press it, so don't press it before the schedule is fixed.
   ⚡ 新遊戲自動連到 Certification WIP 對應的認證項目。The new game links to its Certification WIP item automatically.
4. 16Request by Game DeliveryMarketing
   • 連結 Golden Tiger，製作宣傳影片與素材包，把連結放進 Link／Asset pack on drive／Game Sheet。Link Golden Tiger, produce the promo video and asset pack, and put the links in Link / Asset pack on drive / Game Sheet.
   • Video Status 與 Game Completeness 都更新到完成。Bring both Video Status and Game Completeness to done.
   ⚡ Game Completeness 變 Total Completed 時，項目自動移到 Completed 群組。When Game Completeness reaches Total Completed, the item moves to the Completed group.
5. 17Pre-release ListAM team
   • 新增項目，Game Name 選 Golden Tiger；填 Studio = VVD、Pre-release Client = Sample Casino、Pre-release Market = MT、Pre-release Date。Add an item and pick Golden Tiger as Game Name; fill in Studio = VVD, Pre-release Client = Sample Casino, Pre-release Market = MT and Pre-release Date.
   • 開放給客戶時把狀態改成 Opened，正式發行後改成 Released。Set the status to Opened when the client gets access, then Released after the official launch.
   ⚡ Game ID、Planned Release Date、Certification ETA 自動帶入。Game ID, Planned Release Date and Certification ETA fill in automatically.

點開下面每個工作區，看它的目的、說明與流程圖。預設收合，點一下展開。

Open each workspace below to see its purpose, details and flow diagram. Collapsed by default — click to expand.

如何找到我的工作

How to Find My Work

我的工作不一定會直接出現在左側選單，通常要先點左側的「更多」展開才看得到。
很多人找不到，就是因為沒有展開「更多」。

“My Work” may not appear directly in the left menu — usually you must first click “More (⋯)” on the left to reveal it. Most people who can’t find it simply haven’t expanded “More”.

1. 在左側選單點「更多」展開。In the left menu, click “More (⋯)” to expand it.
2. 選「我的工作」。建議在它上面按右鍵釘選 / 加到最愛，下次就能直接一鍵點開。Pick “My Work”. Tip: right-click to pin / favorite it so it’s one click next time.

它不屬於任何單一看板，是專屬於你個人的彙整頁——每個人看到的內容都不一樣（只會是自己的工作）。

It doesn’t belong to any single board — it’s your personal aggregated view, so everyone sees only their own work.

為什麼要用它

Why use it

• 一頁看完你在所有看板上被指派的工作，不用逐一打開看板。
• 可依個人檢視習慣，至右上角變更模式進行分組。
• 可直接在這裡更新狀態、點進該項目，省去切換看板的時間。
• 只顯示你自己的工作，不會被別人的項目干擾。

• See all your assigned work across every board on one page — no need to open each board.
• Can be grouped by your personal viewing preference, accessible via the top-right corner.
• Update statuses or jump into an item right from here, without switching boards.
• Shows only your own work — you won’t be distracted by other people’s items.

看板操作權限

Board Editing Rights

依工作區分。編輯權限＝可編輯該看板的團隊；檢視權限＝可查看的對象。以 monday 上的實際設定為準。

Grouped by workspace. Can Edit = teams that can edit the board; Can View = who can see it. Actual access follows the real monday settings.

系統與權限管理

System & Access

看板操作之外，Monday 的系統設定、自動化與權限開通由 PMO - Claire 負責：

Beyond board editing, Monday's system setup, automations and access provisioning are handled by PMO - Claire:

1可操作人員Who can edit

• BD team主要維護者：建立客戶、判斷 Route 與類型、觸發 Lead。Primary owner — creates clients, sets Route & type, triggers leads.
• AM team共同建立與維護客戶基本資料。Co-creates and maintains client profiles.

2欄位說明Fields

Route 整合路徑：

Route integration path:

3使用方式How to use

1. 新增客戶Add a client
2. 填必填欄位Fill the required fields
3. 要開始洽談時，依 Studio 點對應按鈕觸發 LeadWhen ready to engage, trigger a Lead by Studio

Add VVD Lead

開啟 VVD Studio 的洽談

Start a VVD Studio deal

Add IDG Lead

開啟 IDG Studio 的洽談

Start an IDG Studio deal

4自動化邏輯說明Automation

• 一鍵觸發 Lead：把 Add VVD Lead／Add IDG Lead 設為 Approached，系統自動在 Leads & Deals 建立對應 Studio 的 Lead 並連結，同步下列欄位。One-click Lead: set Add VVD/IDG Lead to Approached and the system auto-creates & links a Studio Lead in Leads & Deals, syncing the fields below.
• Route 自動處理 Via：選 Direct／Reverse 自動把 Via 設為 NA；選 Via 會清空 Via 提示你填，未填會通知相關人。Route auto-handles Via: Direct/Reverse sets Via to NA; Via clears it so you fill it, and notifies if left empty.
• Live Stage 自動分組：設為 Go Live 時，客戶自動移到看板下方的 Go Live 群組。Live Stage auto-grouping: set to Go Live and the client moves to the Go Live group.
• Outlook 收發信整合：與客戶往來的信件記錄在看板。Outlook email sync: emails with the client are logged on the board.

觸發後，以下資料自動連動至 Leads & Deals：

These fields then auto-sync to Leads & Deals:

5注意事項Cautions

• 必填欄位：Client、Route、Is Aggregator、Is Operator（Route = Via 時 Via 也必填）。Required: Client, Route, Is Aggregator, Is Operator (plus Via when Route = Via).
• Add Lead 按下會自動建立 Leads & Deals 項目，不要重複觸發或手動另建。Add Lead auto-creates the Leads & Deals item — don't trigger twice or create it manually.
• Jurisdiction 用 ISO alpha-2 國碼（如 MT、TW、CW）。Use ISO alpha-2 codes for Jurisdiction (e.g. MT, TW, CW).

1可操作人員Who can edit

• BD team主要維護者：填優先級、合約類型、洽談階段，按 Kickoff。Primary owner — fills priority, agreement type, stage; presses Kickoff.
• AM team共同追蹤洽談進度。Co-tracks the deal progress.

2欄位說明Fields

3使用方式How to use

1. 在 Profile 觸發 Lead 後，項目會自動出現在這裡，不用手動新增Once a Lead is triggered in Profile, the item appears here automatically; don't add it by hand
2. 填 Priority（必填）、Agreement Type、Case OwnerFill in Priority (required), Agreement Type and Case Owner
3. 隨洽談進度更新 Lead/Deal：Lead → In Discussion → Deal（暫停設 On Hold）Move Lead/Deal along as talks progress: Lead → In Discussion → Deal (On Hold if paused)
4. 資料確認無誤後按 Kickoff（Initiate），啟動法務與整合流程。只能按一次When everything is correct, press Kickoff (Initiate) to start legal and integration. Press it once only
5. 客戶正式上線後，Live Stage 設為 Go LiveOnce the client is live, set Live Stage to Go Live

4自動化邏輯說明Automation

• 階段自動填日期：狀態變 Lead 自動填 Lead Date、變 Deal 自動填 Deal Date。Dates auto-stamp: Lead sets Lead Date, Deal sets Deal Date.
• Kickoff 啟動流程：按下 Initiate，系統自動在 Legal WIP for BD/AM、Legal WIP for Legal、Integration WIP 建立項目並連結、同步下列欄位。Kickoff starts the flow: Initiate auto-creates & links items in Legal WIP for BD/AM, Legal WIP for Legal and Integration WIP, syncing the fields below.
• 成交自動建檔：狀態變 Deal 時，系統自動在 Client 看板建立正式客戶。Deal auto-files: reaching Deal auto-creates the client on the Client board.
• Live Stage 自動分組：設為 Go Live 移到 Go Live 群組。Live Stage auto-grouping: Go Live moves it to the Go Live group.

5注意事項Cautions

• Priority 必填——它會同步到 Legal 與 Integration，影響下游排序。Priority is required — it syncs to Legal and Integration and drives their ordering.
• 紅色欄位（Route／Via／類型／Studio）要改請回 Profile。Change red fields (Route / Via / type / Studio) back in Profile.

1可操作人員Who can edit

• BD team主要維護者：為四項文件選 Status、上傳檔案。Primary owner — sets Status for the four docs and uploads files.
• AM team共同處理合約文件。Co-handles the documents.

2欄位說明Fields

3使用方式How to use

1. 每個客戶 4 項各選 StatusPick a Status for each of the 4 docs
2. 需要的上傳檔案Upload files as needed
3. 轉法務Hand to Legal

4自動化邏輯說明Automation

• 自動建立資料：Leads & Deals 按 Kickoff 後，系統自動在此為每個客戶建立 4 列（NDA／Agreement／DD×2）。Auto-created rows: after Kickoff on Leads & Deals, 4 rows per client (NDA / Agreement / DD×2) are created here.
• VVD 合規保護：VVD 客戶的文件若被設為 Not Required，系統會自動改回 Not Started 並通知你（僅 IDG／DD client review 例外）。VVD compliance guard: if a VVD client's doc is set to Not Required, the system reverts it to Not Started and notifies you (IDG / DD client review excepted).
• 轉交法務：把 Status 設為 Process by Legal 並附檔，即交給 Legal WIP for Legal 接續。Hand off: set Status to Process by Legal with the file attached to pass it to Legal WIP for Legal.

5注意事項Cautions

• Process by Legal 一定要附上檔案，否則法務無從處理。Attach the file with Process by Legal or Legal can't act on it.
• 看板是空的？先確認 Leads & Deals 的 Kickoff 已觸發。Board empty? Confirm Kickoff was triggered on Leads & Deals.

1可操作人員Who can edit

• Legal team主要維護者（Legal Owner），推進各文件狀態。Primary owner (Legal Owner) — advances each doc's status.
• BD ／ AM用子項目 Comment 溝通，不改法務狀態。Communicate via subitem comments; don't change legal status.

2欄位說明Fields

3使用方式How to use

1. BD/AM 選 Process by Legal 後，各項會自動變成初始狀態（見第 4 段表格）After BD/AM choose Process by Legal, each document gets its starting status (table in section 4)
2. 依實際進度把每一項推進到 Completed；用不到的設 Not RequiredMove each document to Completed as work progresses; set Not Required if it doesn't apply
3. 需要時用子項目的 Comment 跟 BD/AM 溝通Use subitem comments to talk with BD/AM when needed

4自動化邏輯說明Automation

• 收到自動初始狀態：BD/AM 選 Process by Legal 後，對應欄位自動變為初始狀態（見下表）。Auto initial status: after BD/AM select Process by Legal, each field auto-sets to its starting status (table below).
• 狀態改變自動填日期並在子項目留記錄。Status changes auto-stamp the date and log a subitem note.
• 四項都完成 → Completeness 自動 Total Completed，項目自動移到 Completed 群組。All four done → Completeness auto Total Completed and the item moves to the Completed group.

5注意事項Cautions

• Completeness 是系統自動算的，不要手動改。Completeness is automatic — don't set it manually.
• 進度與卡點請寫在子項目 Comment from Legal，BD/AM 在自己的看板就看得到。Post progress/blockers in the Comment from Legal subitem; BD/AM see it from their board.

1可操作人員Who can edit

• Tech team主要維護者（RD／TCS 技術客服 + Integration Owner），推進 Integration Status。Primary owner (RD / TCS — technical customer support — + Integration Owner) — drives Integration Status.
• AM參與最終驗收與上線（Assignee = AM 階段）。Handles final acceptance & go-live (Assignee = AM stages).

2欄位說明Fields

3使用方式How to use

1. Leads & Deals 按 Kickoff 後，項目自動建立，預設 0. Not startedAfter Kickoff in Leads & Deals, the item is created automatically at 0. Not started
2. 依實際進度切換 Integration Status（1 → 4），系統會自動填日期與 AssigneeMove Integration Status along (1 → 4) as work progresses; dates and Assignee fill in automatically
3. 測試階段依 Route 分工：Direct 由 TCS 負責、Reverse 由 RD 負責Testing is split by Route: TCS handles Direct, RD handles Reverse
4. 正式上線設為 4. Go Live，Live Date 會自動同步到 Client 看板Set 4. Go Live at launch; Live Date syncs to the Client board

4自動化邏輯說明Automation

• 階段自動填日期／指派：切換 Integration Status 時，系統自動填對應日期並設定 Assignee（見下表）。新項目自動預設 0. Not started。Stages auto-fill dates/assignee: changing Integration Status auto-stamps the date and sets Assignee (table below). New items default to 0. Not started.
• Testing 依 Route 指派：Direct → TCS、Reverse → RD。Via 客戶狀態跟隨串接廠商（例：500 Casino 跟 Hub88）。Testing routes by Route: Direct → TCS, Reverse → RD. Via clients follow the vendor (e.g. 500 Casino follows Hub88).
• Live Date 鏡射到 Client：上線日期會自動出現在 Client 看板的 Go Live Date。Live Date mirrors to Client: the go-live date appears on the Client board's Go Live Date.
• 逾期自動提醒：若卡在某階段超過設定天數（例：整合開始 +19 天），系統自動通知相關人。Overdue reminders: if a stage stalls past a set number of days (e.g. Integration Start +19), the system notifies.

5注意事項Cautions

• 日期多為自動，切換 Status 就會填，不用手動補（Integration Finished 等少數例外才手填）。Dates are mostly automatic — changing Status fills them; only a few (e.g. Integration Finished) are manual.
• Via 客戶的整合狀態要跟串接廠商一致，不要自行超前。Via clients should mirror the vendor's status — don't get ahead of it.
• 卡關請設 98. On Hold 或 99. Blocked 並在 Notes 註明，避免逾期提醒誤發。If stuck, set 98. On Hold or 99. Blocked and note why, so overdue reminders don't misfire.

1可操作人員Who can edit

• PMO主要維護者，負責交付階段與所有紫色欄位。Primary owner — drives delivery stages and all editable (purple) fields.
• AM ／ BD檢視遊戲進度，不直接編輯。View game progress; don't edit directly.

2欄位說明Fields

3使用方式How to use

五個交付步驟依序從 Not Started → In Progress → Completed（不需要的步驟設 Not Required）：

Move each of the five steps from Not Started → In Progress → Completed (set Not Required for steps you skip):

4自動化邏輯說明Automation

• 階段自動展開子項目：Delivery Stage 進到某階段時，系統自動建立該階段對應的交付步驟（子項目）並設好狀態，不用一個個手開。Stages auto-create subitems: when Delivery Stage advances, the matching delivery steps are created as subitems with their status pre-set.
• 子項目回填與通知：子項目 Step Status 改變時自動填入 Notification／Completed Date；改到 Pending Review 會自動寄信通知。Subitem auto-fill & notify: changing a subitem's Step Status auto-fills Notification/Completed Date; hitting Pending Review emails a notification.
• 全部完成自動推進：某項目的子項目全部完成時，系統自動把該遊戲的階段狀態更新為完成。Auto-advance: when all subitems are done, the game's stage status flips to complete automatically.

5注意事項Cautions

• Item ID 系統自動產生（G-xxxxx），不要手動改。Item ID is auto-generated (G-xxxxx) — don't edit it.
• 不需要的交付步驟請設 Not Required，不要留 Not Started，否則會被當成未完成卡住自動推進。Set steps you skip to Not Required (not Not Started), or they'll block the auto-advance as if unfinished.

1可操作人員Who can edit

• AM teamOwner（Matt），排定季度、Release Date 與 Demo 狀態，排定後按 Finalize 定案。Owner (Matt) — sets quarter, Release Date and demo status, then presses Finalize to lock it.
• PMO協助並確認排程。Assists with and confirms the schedule.
• BD檢視發行排程。View the release schedule.

2欄位說明Fields

3使用方式How to use

1. 新增／連結遊戲Add/link the game
2. 設定 QuarterSet Quarter
3. 確認 DemoCheck the demo
4. 排定後按 Finalize 定案Press Finalize to lock the date

4自動化邏輯說明Automation

• Finalize Roadmap 按鈕：按下去，系統自動把該遊戲的 Release Date 設為「今天」——用來定案發行日。所以要確認今天就是定案日再按。Finalize Roadmap button: pressing it auto-sets that game's Release Date to today to lock the launch. Only press it when today is the date you mean to commit.
• 自動連結 Certification WIP：新增遊戲時，系統用項目 ID 自動把它連到對應的認證項目。Auto-links Certification WIP: a new game is auto-connected to its certification item by matching item ID.

5注意事項Cautions

• Finalize 會蓋掉 Release Date 為今天——排程未定不要亂按。Finalize overwrites Release Date with today — don't press it before the schedule is set.

1可操作人員Who can edit

• AM team主要維護者，每檔促銷指派一位 Responsible AM。Primary owner — each promo gets one Responsible AM.
• Marketing依 Request 提供素材（Marketing Assets）。Delivers creative via the request (Marketing Assets).
• AM RD後台設定完成後確認 RD Set Up。Confirms RD Set Up once the backend is ready.

2欄位說明Fields

Promotion Type 常見分類：

Common Promotion Type categories:

3使用方式How to use

1. 新增促銷Add a promo
2. 選類型、填起訖日期Pick type & dates
3. 送 RD／Marketing 需求Send RD/Marketing requests
4. 兩個關卡變 YesBoth gates hit Yes
5. 上線Launch
6. 到期自動結束Auto-ends on End Date

4自動化邏輯說明Automation

• 新增自動處理：建立促銷時，自動把項目名稱設為 Promo ID，並在 Promo Analysis 建立對應分析項目。On create: the item is auto-named by Promo ID and a matching item is created in Promo Analysis.
• Promo Period 自動組成：填 Start／End Date 後自動生成時間軸。Promo Period auto-builds from Start/End Date.
• Request Form 連結自動產生：依狀態自動帶出 Marketing／RD 的需求表單連結。Request-form links auto-generate for Marketing/RD based on status.
• End Date 到期：系統自動把活動移到 Finished 群組，並寄通知信給 AM，提醒你到 Promo Analysis 設定 Promo Outcome。On End Date: the promo auto-moves to Finished and an email goes to the AM as a reminder to set the Promo Outcome in Promo Analysis.

5注意事項Cautions

• 兩個關卡都要 Yes：RD Set Up 與 Marketing Assets 都備妥，促銷才算就緒。Both gates must be Yes: a promo is ready only when RD Set Up and Marketing Assets are both done.
• 每檔促銷務必指派 Responsible AM，責任才清楚。Always assign a Responsible AM so ownership is clear.

1可操作人員Who can edit

• PMO主要維護者，填 Testlab、Certification ETA、進度與分案子項目。Primary owner — fills Testlab, ETA, progress and per-case subitems.
• AM ／ BD檢視認證進度。View certification progress.

2欄位說明Fields

3使用方式How to use

1. 選 TestlabPick Testlab
2. 填 Certification ETASet ETA
3. 用子項目分案追每個實驗室Track each lab via subitems
4. 完成後確認狀態Confirm status when done

4自動化邏輯說明Automation

• 新增自動建立分案子項目：新增一款遊戲時，系統自動依市場建立認證子項目（如 Italy、Spain、Portugal）並指派 Case Owner。Auto-creates case subitems: adding a game auto-creates per-market certification subitems (e.g. Italy, Spain, Portugal) with a Case Owner.
• 填 ETA → 自動 In Progress：一設定 Certification ETA，主狀態自動變 In Progress。Set ETA → auto In Progress: setting a Certification ETA flips the status to In Progress.
• ETA 到期 → 自動 Completed：Certification ETA 當天，系統自動把狀態改為 Completed。ETA arrives → auto Completed: on the ETA date, status auto-flips to Completed.
• 自動連結 Roadmap（項目 ID 對應）；Certification ETA 也自動同步到 Game Delivery。Auto-links Roadmap (by item ID); the ETA also syncs to Game Delivery.

5注意事項Cautions

• Certification ETA 只在這裡填一次——它會自動同步到 Game Delivery 與 Roadmap，別在那兩邊重複改。Enter Certification ETA here only — it syncs to Game Delivery and Roadmap; don't re-edit it there.
• ETA 到期會自動變 Completed：若實際還沒過，記得調整 ETA，否則狀態會提前變完成。Status auto-completes on the ETA date — if it isn't actually done, update the ETA or it'll flip early.
• 該款用不到的實驗室，子項目 Certification Status 設 Not Required。For labs that don't apply, set the subitem's Certification Status to Not Required.

1可操作人員Who can edit

• AM team主要維護者，可編輯所有欄位。Primary owner — can edit every field.
• BD負責的客戶可協作填寫（含商業條件）。Collaborates on their own clients (incl. commercial terms).
• PMO可檢視全部欄位（含機密 Commercial Terms）。Can view all fields (including confidential Commercial Terms).
• 其他團隊僅檢視基本資料，Commercial Terms 不開放。View basic info only — Commercial Terms hidden.

2欄位說明Fields

3使用方式How to use

1. 新增項目Add an item
2. 以公司縮寫命名Name it by company abbreviation
3. 連結 Leads & Deals 與 Integration WIPLink Leads & Deals and Integration WIP
4. 補齊公司登記與付款資料Fill registration & payment details
5. 指派 BD／AMAssign BD/AM

4自動化邏輯說明Automation

• 新增自動預設：建立一筆新客戶時，系統自動把 Client Status 設為 Active、Client Priority 設為 Medium；不符再手動改。Defaults on create: a new client is auto-set to Client Status = Active and Client Priority = Medium; adjust manually if needed.
• Go Live Date 自動鏡射：日期來自 Integration WIP 的 Go Live，串接完成後自動出現，不要手動改（要改去 Integration WIP）。Go Live Date mirrors automatically from Integration WIP; it appears once integration is done — don't edit it here (change it in Integration WIP).

5注意事項Cautions

• Jurisdiction 只能填 alpha-2 國碼（例：MT、GB、CW），不要打全名。Jurisdiction takes alpha-2 codes only (e.g. MT, GB, CW) — not full names.
• 正式建檔請用真實公司名稱（示意圖用 Operator／Aggregator 代稱僅為教學）。Use the real company name when filing (the preview uses generic aliases for teaching only).

1可操作人員Who can edit

• BD與 AM／PMO 共同維護聯絡人名單。Maintains the contact list with AM / PMO.
• AM主要維護客戶窗口與通知設定。Primary owner of contacts and notification settings.
• PMO可編輯、協助維護。Can edit and help maintain.

2欄位說明Fields

3使用方式How to use

1. 新增聯絡人Add a contact
2. 填聯絡方式Fill channels
3. 勾 Notifications 分類Tag Notifications
4. 標一位 Main ContactMark one Main Contact
5. 連到 ClientLink to Client

4自動化邏輯說明Automation

• 新增自動預設：建立聯絡人時自動把 Active 設為 Yes。Default on create: a new contact is auto-set to Active = Yes.
• Notifications 決定收件人：其他看板（如 Promo、Art Request）觸發寄信時，依這裡勾選的分類撈聯絡人。分類填錯就會漏發或錯發。Notifications drives recipients: when other boards (Promo, Art Request…) send mail, contacts are pulled by these tags. Wrong tags → wrong recipients.
• Outlook 收發信整合：與聯絡人往來的信件會自動記錄在看板，方便追蹤。Outlook email sync: emails to/from contacts are logged on the board automatically.

5注意事項Cautions

• Notifications 一定要填正確——系統照它發信，錯了就漏發或錯發。Keep Notifications accurate — the system mails by these tags, so errors misroute mail.
• 窗口離職或不再往來時，把 Active 改成 No，不要直接刪，保留歷史。When a contact leaves, set Active = No rather than deleting — keep the history.
• 每家公司只標一位 Main Contact = Yes。Mark only one Main Contact = Yes per company.

1可操作人員Who can edit

• AM team檢視數據、判定 Promo Outcome，並在 Comments 留下心得給之後的夥伴。Reviews the figures, sets Promo Outcome and writes Comments for future teammates.
• 系統／整合外部程式自動填入 Players／Bets／GGR 數據與 % 變化，AM 不用手動填。An external program fills in Players / Bets / GGR and the % changes automatically — AM doesn't enter them.

2欄位說明Fields

3使用方式How to use

1. 收到 Promo 結束通知信Get the promo-ended email
2. 等資料進來（Status → Completed）Wait for data (Status → Completed)
3. 檢視三大指標Read the three metrics
4. 依參考價值選 Promo OutcomePick Promo Outcome by learning value
5. 在 Comments 寫原因與心得Write the reason and insights in Comments

4自動化邏輯說明Automation

• 促銷結束自動搬入：Promo 端活動結束時，系統自動在此建立對應分析項目並鏡射基本資料。Auto-imported on end: when a promo ends, a matching analysis item is created here with mirrored details.
• Baseline 自動計算：公式取「活動前同天數」作為對照區間。Baseline auto-computes: a formula takes the same number of days before the promo as the comparison window.
• % Change 自動算：數據帶入後，Players／Bets／GGR 的成長幅度自動更新。% Change auto-calculates for Players / Bets / GGR once figures load.

5注意事項Cautions

• Status = NoData 代表沒抓到數據，需要 ReRun 重新抓取，別急著判定成效。Status = NoData means figures didn't load — ReRun before judging the outcome.

1可操作人員Who can edit

• AM team在 Promo 的 RD Request Form 填寫並送出需求，表單資料自動帶入本看板（不直接在此看板打字）。Fills & submits the request in the RD Request Form on Promo; the data flows in here automatically (not typed on this board).
• AM RD收到帶入的需求後完成後台設定，並更新 RD Set Up Status。Receives the carried-in request, does the backend setup and updates RD Set Up Status.

2欄位說明Fields

Promotion Item 玩法類型：

Promotion Item mechanics:

3使用方式How to use

1. AM 在 Promo 填 RD Request Form 送出AM fills & submits the RD Request Form on Promo
2. 資料自動帶入本看板Data carries in here
3. RD 依帶入內容完成後台設定RD completes the backend setup
4. 把 Status 改 Completed（回饋 Promo）Sets Status to Completed (feeds back to Promo)

4自動化邏輯說明Automation

• 表單資料自動帶入＋通知：AM 在 Promo 送出 RD Request Form 後，系統自動在此建立項目、把表單資料（玩法、Details、成本等）帶入，並寄通知信給 RD（依 Fixed／Percentage 成本分不同通知）。Form data carried in + notify: after AM submits the RD Request Form on Promo, the system auto-creates the item here with the form data (mechanic, Details, cost) and emails RD (different notices for Fixed vs Percentage-based cost).
• 狀態自動分組：RD Set Up Status 改變時，項目自動在 Uncompleted／Completed 群組間搬移。Auto-grouping: changing RD Set Up Status moves the item between Uncompleted / Completed.
• 完成回饋 Promo：狀態 Completed 後，Promo 的 RD Set Up Confirm 關卡才算過。Feeds back to Promo: once Completed, the promo's RD Set Up Confirm gate passes.

5注意事項Cautions

• 選了 Promotion Item 就要填對應的 Details 欄，別漏。Fill the matching Details field for whichever Promotion Item you pick.
• Status 一定要改到 Completed，否則 Promo 那檔促銷會卡在未過關。Set Status to Completed or the promo stays blocked on its gate.

在 monday 開啟：Pre-release List（AM 工作區）。

Open in monday: Pre-release List (AM workspace).

1可操作人員Who can edit

• AM team主要維護者：選 Game Name、填紫色欄位（Studio、Pre-release Client／Market／Date），並依進度更新狀態。Primary owner: picks the Game Name, fills the purple columns (Studio, Pre-release Client / Market / Date) and updates the status.

2欄位說明Fields

Pre-release Status 四種狀態：

Pre-release Status, four options:

3使用方式How to use

1. 選遊戲：新增項目，選 Game Name。紅色欄位（Game ID、Planned Release Date、Certification ETA）會自動帶入Pick the game: Add an item and select the Game Name. The red columns (Game ID, Planned Release Date, Certification ETA) fill in
2. 填紫色欄位：填 Studio、Pre-release Client、Pre-release Market、Pre-release DateFill the purple columns: Fill in Studio, Pre-release Client, Pre-release Market and Pre-release Date
3. 更新狀態：依進度把 Pre-release Status 改成 Pending／Opened／Released／CancelledKeep the status current: Move the Pre-release Status through Pending / Opened / Released / Cancelled as things progress

4自動化邏輯說明Automation

• 選遊戲自動帶資料：選了 Game Name 後，Game ID、Planned Release Date（來自 Roadmap）、Certification ETA（僅 VVD）自動帶入，來源看板更新時也會跟著更新。Pick a game, get its details: once you select the Game Name, Game ID, Planned Release Date (from the Roadmap) and Certification ETA (VVD only) fill in, and stay in step with their source boards.
• 本看板沒有其他自動化，狀態由 AM 手動更新。No other automations: the AM updates the status by hand.

5注意事項Cautions

• IDG 遊戲沒有 Certification ETA，空白是正常的。IDG games have no Certification ETA; a blank there is expected.
• 一定要填 Pre-release Client 與 Market，否則不知道搶先給了誰。Always fill Pre-release Client and Market so it's clear who got early access.
• 不做了請設 Cancelled，不要直接刪。If dropped, set Cancelled rather than deleting.

在 monday 開啟：Art Request（AM 工作區）、Request by AM（Marketing 工作區）。

Open in monday: Art Request (AM workspace), Request by AM (Marketing workspace).

1可操作人員Who can edit

• AM team建立需求、填需求資訊、送 Marketing Request Form、從完成連結取回素材。Creates requests, fills in the details, submits the Marketing Request Form, and collects the finished artwork from the link.
• MarketingArt Team 在 Request by AM 看板製作，完成後改成 Completed 並附上檔案位置（NAS 或 Google Drive）。The Art Team works on the Request by AM board, then sets it to Completed and adds the file location (NAS or Google Drive).

2欄位說明Fields

Art Request Type 素材類型：

Art Request Type:

3使用方式How to use

1. 建立需求：在 Art Request 看板新增一個項目Create a request: Add an item on Art Request
2. 填需求資訊：Aggregator、Operator、Site、Studio、Responsible AM、Art Request Type、Art Request Note、Games 都要填Fill in the details: Fill in Aggregator, Operator, Site, Studio, Responsible AM, Art Request Type, Art Request Note and Games
3. 送 Marketing Request Form：需要製作素材時，點 Marketing Request Form 連結填寫送出Submit the Marketing Request Form: If artwork needs creating, open the Marketing Request Form link and submit it
4. 收到完成通知、取件：Art Team 完成後會附上檔案位置（NAS 或 Google Drive），AM 收到 Outlook 通知信後，用提供的連結取回素材Get notified, collect the files: When done, the Art Team adds the file location (NAS or Google Drive). After the Outlook email arrives, use the link provided to collect the artwork

4自動化邏輯說明Automation

• 新增自動處理：建立需求時，系統自動產生 Task ID（A-000XX）並以它命名，同時產生一條預先帶入 Studio／Task ID／Requester 的 Marketing Request Form 連結（改 Responsible AM 會自動重算連結）。On create: the system assigns a Task ID (A-000XX), names the item with it, and builds a Marketing Request Form link pre-filled with Studio / Task ID / Requester (rebuilt when Responsible AM changes).
• 送表單 → 自動建到 Marketing：送出 Marketing Request Form 後，系統自動在 Marketing 的 Request by AM 看板建立需求，並寄 Outlook 通知信給 Art Team 和 AM team。Form → Marketing: submitting the Marketing Request Form creates a request on Marketing's Request by AM board and sends an Outlook email to the Art Team and AM team.
• 完成通知：Art Team 在 Request by AM 改成 Completed 並附上檔案位置後，系統寄 Outlook 通知信給 AM team。Done notice: when the Art Team sets Completed on Request by AM and adds the file location, an Outlook email goes to the AM team.
• 狀態每小時同步：系統每小時檢查 Request by AM 的對應狀態，自動更新 Art Request Status，兩張看板保持一致。Hourly status sync: every hour the system checks the matching status on Request by AM and updates Art Request Status, keeping both boards in step.
• 狀態自動分組：Art Request Status 改變時，項目自動在 Uncompleted／Completed 群組間搬移，已完成和未完成的需求一眼分開。Auto-grouping: when Art Request Status changes, the item moves between Uncompleted / Completed, so done and outstanding requests stay apart.

5注意事項Cautions

• 用系統產生的表單連結送需求，它已帶好 Task ID，Marketing 才對得上。Submit via the auto-generated form link: it carries the Task ID so Marketing can match it.
• Marketing 剛更新、狀態尚未反映時，可看鏡射的 Linked Task Status 確認即時進度。If a recent Marketing update has not appeared yet, check the mirrored Linked Task Status for live progress.
• Task ID 系統自動產生，不要手動改。Task ID is auto-generated; don't edit it.
• 有問題請聯絡 Claire。Questions? Contact Claire.

1可操作人員Who can edit

• Marketing team主要維護者：製作素材、放連結、更新兩個進度欄。Primary owner — produces assets, adds links, updates the two progress columns.

2欄位說明Fields

3使用方式How to use

1. 從 Game Delivery 連結遊戲Link the game from Game Delivery
2. 製作影片與素材Produce the video & assets
3. 放連結Add links
4. 兩個進度欄更新到完成Advance both progress columns to done

4自動化邏輯說明Automation

• 狀態自動分組：Game Completeness 變 Total Completed 時項目自動移到 Completed 群組；改回 In Progress／Not Started 則回 Uncompleted。Auto-grouping: when Game Completeness hits Total Completed the item moves to Completed; back to In Progress / Not Started returns it to Uncompleted.

5注意事項Cautions

• 兩欄都要完成：Video Status 與 Game Completeness 都到位，這款的行銷素材才算齊。Both columns must be done: assets are ready only when Video Status and Game Completeness are both complete.
• 素材連結放對欄位（Link／Asset pack／Game Sheet），別全塞一格。Put links in the right fields (Link / Asset pack / Game Sheet), not all in one.

1可操作人員Who can edit

• Marketing team主要維護者：接需求、指派 Task Owner、製作、填 Assets Path、更新狀態。Primary owner — takes requests, assigns Task Owner, produces, fills Assets Path, updates status.
• AM透過表單送需求並追蹤進度。Submits requests via the form and tracks progress.

2欄位說明Fields

Asset Type 素材類型：

Asset Type:

3使用方式How to use

1. 收到需求Receive request
2. 指派 Task OwnerAssign Task Owner
3. 製作Produce
4. 完成後填 Assets Path 並把 Task Status 改 CompletedFill Assets Path and set Task Status to Completed

4自動化邏輯說明Automation

• 新增自動通知：表單送出、建立需求時，系統自動寄信通知 Marketing 設計團隊（含完整需求細節），並用 Task ID 自動連到 Art Request 與 Promo。Auto-notify on submit: a new request auto-emails the Marketing design team (full request details) and auto-links to Art Request and Promo by Task ID.
• 交付自動通知：Marketing 一填 Assets Path，系統自動寄信通知提出者「素材已完成」。Delivery notice: filling Assets Path auto-emails the requester that assets are ready.
• 狀態自動分組：Task Status 改變時，項目自動在 Uncompleted／Completed 群組間搬移。Auto-grouping: changing Task Status moves the item between Uncompleted / Completed.

5注意事項Cautions

• 需求越清楚越快：提需求時填好 LOGO、Language、Sizes、Text Content 與 Style Reference。Clearer = faster: fill LOGO, Language, Sizes, Text Content and a Style Reference when requesting.
• 完成一定要填 Assets Path——這是觸發「交付通知信」的關鍵，漏填提出者就收不到。Always fill Assets Path when done — it triggers the delivery email; skip it and the requester isn't notified.
• Task ID 是跨看板對應的關鍵，不要亂改。Task ID links the boards together — don't change it.

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