{"id":20937,"date":"2019-11-25T09:54:33","date_gmt":"2019-11-25T08:54:33","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=20937"},"modified":"2025-12-04T13:03:01","modified_gmt":"2025-12-04T12:03:01","slug":"sarcini","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/sarcini\/","title":{"rendered":"Sarcini"},"content":{"rendered":"<h3 style=\"text-align: justify;\">Rezumat<\/h3>\n<ul style=\"text-align: justify;\">\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Important pentru lucrul cu sarcinile<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Ad\u0103ugarea unei sarcini noi (manual)<\/a><\/li>\n<li><a href=\"#anchor-8\" target=\"_self\" rel=\"noopener\">Crearea unei liste de sub-sarcini (checklist)<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Ad\u0103ugarea unei sarcini pe baza unui \u0219ablon de sarcin\u0103<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Editarea unei sarcini<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">\u00cenchiderea unei sarcini<\/a><\/li>\n<li><a href=\"#anchor-9\" target=\"_self\" rel=\"noopener\">Personalizarea textului unei sarcini<\/a><\/li>\n<li><a href=\"#anchor-11\" target=\"_self\" rel=\"noopener\">Checklist dinamic<\/a><\/li>\n<li><a href=\"#anchor-10\" target=\"_self\" rel=\"noopener\">Redeschiderea unei sarcini<\/a><\/li>\n<li><a href=\"#anchor-6\" target=\"_self\" rel=\"noopener\">Am\u00e2narea deadline-ului unei sarcini active<\/a><\/li>\n<li><a href=\"#anchor-7\" target=\"_self\" rel=\"noopener\">Exemplu de filtru<\/a><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Folosind sarcinile po\u021bi gestiona activit\u0103\u021bile care trebuie f\u0103cute pe un anumit card (care se refer\u0103 la clientul pe cardul c\u0103ruia sunt create).<\/p>\n<p style=\"text-align: justify;\">O sarcin\u0103 indic\u0103\u00a0<em>de\u021bin\u0103torului sarcinii<\/em> (care poate diferi de de\u021bin\u0103torul cardului) ce anume are de f\u0103cut, c\u00e2nd trebuie s\u0103 execute acea sarcin\u0103 \u0219i eventual \u00eempreun\u0103 cu cine.<\/p>\n<p style=\"text-align: justify;\">\u00cen plus, de\u021bin\u0103torului \u00eei pot fi puse la dispozi\u021bie fi\u0219ierele de care are nevoie prin ata\u0219area lor la acea sarcin\u0103.<\/p>\n<p style=\"text-align: justify;\">Sarcinile pot fi create manual sau printr-o automatizare iar scopul acestora este acela de a ne asigura c\u0103 fiecare utilizator \u0219tie ce are de f\u0103cut \u0219i de a p\u0103stra un istoric al acestora.<\/p>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Important pentru lucrul cu sarcinile:<\/h3>\n<ul style=\"text-align: justify;\">\n<li>Desemnarea unui\u00a0<em>de\u021bin\u0103tor\u00a0<\/em>al sarcinii &#8211; este important s\u0103 se specifice persoana care trebuie s\u0103 se ocupe de acea sarcin\u0103. \u00cen mod implicit sistemul completeaz\u0103 acest c\u00e2mp cu numele utilizatorului care adaug\u0103 sarcina.<\/li>\n<li>Completarea\u00a0<em>con\u021binutului sarcinii<\/em> &#8211; con\u021binutul unei sarcini indic\u0103 de\u021bin\u0103torului ce anume are de f\u0103cut.<\/li>\n<li>Stabilirea unui\u00a0<em>deadline<\/em> &#8211; o sarcin\u0103 f\u0103r\u0103 un termen de execu\u021bie stabilit are toate \u0219ansele s\u0103 nu fie realizat\u0103 nicioadat\u0103! Este important s\u0103 stabile\u0219ti un termen limit\u0103 pentru sarcini. \u00cen mod implicit sistemul completeaz\u0103 acest c\u00e2mp cu data curent\u0103.<\/li>\n<li>Selectarea unui\u00a0<em>tip de sarcin\u0103<\/em> &#8211; astfel po\u021bi identifica dintr-o privire ce tip de sarcin\u0103 ai de realizat (de exemplu: follow-up, \u00eent\u00e2lnire, etc.).<\/li>\n<li>Ad\u0103ugarea de <em>comentarii<\/em> \u00een sarcini &#8211; ad\u0103ug\u00e2nd comentarii \u00eentr-o sarcin\u0103 po\u021bi specifica lucruri importante legate de acea sarcin\u0103 sau po\u021bi nota anumite aspecte de care s\u0103 \u021bii cont.<\/li>\n<\/ul>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Ad\u0103ugarea unei sarcini noi (manual)<\/h3>\n<p style=\"text-align: justify;\">Deschide cardul pe care dore\u0219ti s\u0103 adaugi sarcina \u0219i apas\u0103 butonul\u00a0<em>Sarcin\u0103 nou\u0103.<\/em><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58302\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-1024x573.png\" alt=\"\" width=\"800\" height=\"448\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-1024x573.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-300x168.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-768x430.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-1536x860.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina.png 1920w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p style=\"text-align: justify;\">Se va deschide o fereastr\u0103 \u00een care vei completa detaliile sarcinii.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58303\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-2-1024x573.png\" alt=\"\" width=\"800\" height=\"448\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-2-1024x573.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-2-300x168.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-2-768x430.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-2-1536x860.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/adaugare-sarcina-2.png 1920w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/p>\n<p style=\"text-align: justify;\">\u00cen aceast\u0103 fereastr\u0103 completeaz\u0103:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Detaliile sarcinii (ce anume trebuie f\u0103cut)<\/li>\n<li><em>De\u021bin\u0103torul sarcinii<\/em> &#8211; persoana care trebuie s\u0103 fac\u0103 respectiva sarcin\u0103 (silueta uman\u0103)<\/li>\n<li><em>Tipul sarcinii<\/em> &#8211; indic\u0103 tipul sau categoria sarcinii<\/li>\n<li><em>Deadline-ul sarcinii<\/em> &#8211; data \u0219i ora p\u00e2n\u0103 la care sarcina trebuie s\u0103 fie realizat\u0103. \u00cen momentul set\u0103rii datei de realizare, exist\u0103 posibilitatea set\u0103rii \u0219i a unui reminder pentru respectiva sarcin\u0103. Reminderul va fi generat dac\u0103 exist\u0103 o sincronizare cu un calendar activ\u0103. Po\u021bi g\u0103si detalii despre acest subiect pe <a href=\"https:\/\/www.minicrm.ro\/help\/sincronizarea-cu-calendarul\/\">pagina dedicat\u0103<\/a> acestuia.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Dac\u0103 setezi ora pentru sarcina ta, vei putea s\u0103 specifici \u0219i durata sarcinii \u0219i po\u021bi alege o durat\u0103 de la 5 minute la maximum 7 zile.<\/p>\n<p style=\"text-align: justify;\">Tot \u00een aceast\u0103 fereastr\u0103 po\u021bi completa \u0219i alte elemente:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Butonul <em>Adresa<\/em> \u00ee\u021bi permite s\u0103 specifici la ce adres\u0103 se desf\u0103\u0219oar\u0103 sarcina respectiv\u0103 (pentru cazurile \u00een care pentru un client exist\u0103 mai multe adrese). Pentru a folosi aceast\u0103 op\u021biune trebuie s\u0103 completezi cel pu\u021bin o adres\u0103 pentru clientul respectiv.<\/li>\n<li>Butonul\u00a0<em>Participan\u021bi\u00a0<\/em>\u00ee\u021bi permite s\u0103 specifici \u0219i un alt coleg care particip\u0103 la respectiva sarcin\u0103. Dac\u0103 ai activat\u0103 sincronizarea cu calendarul, sarcina va ap\u0103rea \u00een calendarele ambelor persoane.<\/li>\n<li>Butonul\u00a0<em>Checklist<\/em> \u00ee\u021bi permite s\u0103 inserezi \u00een sarcin\u0103 o list\u0103 de elemente cu c\u0103su\u021be de bifat.<\/li>\n<li>Butonul\u00a0<em>Ata\u0219eaz\u0103 fi\u0219ier\u00a0<\/em>\u00eel po\u021bi folosi atunci c\u00e2nd ai nevoie s\u0103 ata\u0219ezi fi\u0219iere sarcinii.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">\u00cen final, dup\u0103 ce ai completat c\u00e2mpurie de care ai nevoie, apas\u0103 butonul\u00a0<em>Salveaz\u0103<\/em> pentru a salva sarcina. Odat\u0103 salvat\u0103 sarcina va fi afi\u0219at\u0103 \u00een zona de sarcini a cardului.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58304\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-noua.png\" alt=\"\" width=\"807\" height=\"452\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-noua.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-noua-300x168.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-noua-768x430.png 768w\" sizes=\"auto, (max-width: 807px) 100vw, 807px\" \/><\/p>\n<h3 style=\"text-align: justify;\"><\/h3>\n<h3 id=\"anchor-8\" style=\"text-align: justify;\">Crearea unei liste de sub-sarcini (checklist)<\/h3>\n<p style=\"text-align: justify;\">Atunci c\u00e2nd o sarcin\u0103 prevede, pentru \u00eendeplinirea ei, mai multe ac\u021biuni, po\u021bi seta acest lucru folosind lista de sub-sarcini sau checklist-ul. Astfel, este nevoie s\u0103 dai click pe\u00a0<em>Checklist<\/em> \u0219i apoi s\u0103 editezi lista de sub-sarcini.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58305\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/checklist-sarcina.png\" alt=\"\" width=\"806\" height=\"682\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/checklist-sarcina.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/checklist-sarcina-300x254.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/checklist-sarcina-768x650.png 768w\" sizes=\"auto, (max-width: 806px) 100vw, 806px\" \/><\/p>\n<p style=\"text-align: justify;\">Astfel, dac\u0103 setezi durata sarcinii (\u00een cazul nostru 4 ore), po\u021bi seta apoi \u0219i pentru fiecare sub-sarcin\u0103 durata individual\u0103. \u00cen mod implicit pentru fiecare sub-sarcin\u0103 ad\u0103ugat\u0103, de\u021bin\u0103torul va fi de\u021bin\u0103torul sarcinii de la care ai plecat. Dac\u0103 este nevoie po\u021bi modifica de\u021bin\u0103torul fiec\u0103rei sub-sarcini \u00een parte.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58306\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/durata-checklist.png\" alt=\"\" width=\"762\" height=\"645\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/durata-checklist.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/durata-checklist-300x254.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/durata-checklist-768x650.png 768w\" sizes=\"auto, (max-width: 762px) 100vw, 762px\" \/><\/p>\n<p style=\"text-align: justify;\">La final, se va contoriza timpul setat pentru fiecare sub-sarcin\u0103 \u0219i \u00ee\u021bi va oferi o vedere de ansamblu a \u00eentregii sarcini. \u00cen exemplul de mai jos vedem faptul c\u0103, din sub-sarcinile setate, rezult\u0103 un timp suplimentar de 30 de minute fa\u021b\u0103 de durata ini\u021bial\u0103 setat\u0103 pentru sarcin\u0103.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58307\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/durata-checklist-2.png\" alt=\"\" width=\"750\" height=\"635\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/durata-checklist-2.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/durata-checklist-2-300x254.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/durata-checklist-2-768x650.png 768w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/p>\n<p>De asemenea, folosind func\u021bionalitatea noastr\u0103 de Business Intelligence (detalii <a href=\"https:\/\/www.minicrm.ro\/help\/nou-business-intelligence-bi-in-minicrm\/\">aici<\/a>) vei putea genera rapoarte astfel \u00eenc\u00e2t s\u0103 po\u021bi vizualiza timpul fiec\u0103rui coleg petrecut pe sarcini (sau, evident, alte lucruri care \u021bi-ar fi utile pornind de la sub-sarcinile setate \u00een MiniCRM).<\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Ad\u0103ugarea unei sarcini pe baza unui \u0219ablon de sarcin\u0103<\/h3>\n<p style=\"text-align: justify;\">Mai multe detalii legate de crearea \u0219abloanelor po\u021bi g\u0103si pe <a href=\"..\/sabloane\">pagina dedicat\u0103<\/a> acestui subiect.<\/p>\n<p style=\"text-align: justify;\">Pe l\u00e2ng\u0103 ad\u0103ugarea manual\u0103 a unei sarcini, po\u021bi alege s\u0103 creezi o sarcin\u0103 pe baza unui \u0219ablon predefinit. Acest caz este util mai ales \u00een cazul \u00een care trebuie s\u0103 faci aceea\u0219i sarcin\u0103 pentru mai mul\u021bi prospec\u021bi sau clien\u021bi. \u00cen acest caz, creezi \u0219ablonul de sarcin\u0103 pe care apoi \u00eel folose\u0219ti de oric\u00e2te ori ai nevoie, salv\u00e2nd timp pre\u021bios.<\/p>\n<p style=\"text-align: justify;\">Pentru a crea o sarcin\u0103 pe baza unui \u0219ablon selecteaz\u0103 s\u0103geata \u00een jos din dreapta butonului\u00a0<em>Sarcin\u0103 nou\u0103 <\/em>\u0219i selecteaz\u0103 apoi op\u021biunea <em>Sarcin\u0103 nou\u0103 dintr-un \u0219ablon<\/em>.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58308\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon.png\" alt=\"\" width=\"869\" height=\"489\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-768x433.png 768w\" sizes=\"auto, (max-width: 869px) 100vw, 869px\" \/><\/p>\n<p style=\"text-align: justify;\">Selecteaz\u0103 apoi \u0219ablonul pe care vrei s\u0103 \u00eel folose\u0219ti pentru crearea sarcinii. Dac\u0103 ai mai multe \u0219abloane \u0219i dore\u0219ti s\u0103 g\u0103se\u0219ti unul anume rapid, po\u021bi folosi bara de c\u0103utare din dreapta sus.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58309\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-2.png\" alt=\"\" width=\"872\" height=\"491\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-2.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-2-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-2-768x433.png 768w\" sizes=\"auto, (max-width: 872px) 100vw, 872px\" \/><\/p>\n<p style=\"text-align: justify;\">Sarcina va prelua elementele setate de c\u0103tre tine \u00een \u0219ablon: textul sarcinii, tipul \u0219i durata (dac\u0103 le-ai setat), etc. \u00ce\u021bi mai r\u0103m\u00e2ne s\u0103 setezi detaliile legate de deadline, participan\u021bi sau ce mai ai nevoie.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58310\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-3.png\" alt=\"\" width=\"875\" height=\"797\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-3.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-3-300x273.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-din-sablon-3-768x700.png 768w\" sizes=\"auto, (max-width: 875px) 100vw, 875px\" \/><\/p>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Editarea unei sarcini<\/h3>\n<p style=\"text-align: justify;\">Pentru a edita o sarcin\u0103, deschide cardul care con\u021bine respectiva sarcin\u0103 \u0219i apas\u0103 pe\u00a0<em>Editeaz\u0103<\/em>. Se va deschide o fereastr\u0103 similar\u0103 celei de ad\u0103ugare a sarcinii \u00eens\u0103 cu c\u00e2teva diferen\u021be.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58311\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-sarcina.png\" alt=\"\" width=\"860\" height=\"860\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-sarcina.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-sarcina-300x300.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-sarcina-150x150.png 150w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/editare-sarcina-768x768.png 768w\" sizes=\"auto, (max-width: 860px) 100vw, 860px\" \/><\/p>\n<p style=\"text-align: justify;\">Fa\u021b\u0103 de fereastra de ad\u0103ugare a unei sarcini, \u00een aceast\u0103 fereastr\u0103 exist\u0103 dou\u0103 diferen\u021be importante:<\/p>\n<ol style=\"text-align: justify;\">\n<li>A ap\u0103rut c\u00e2mpul \u00een care se pot insera\u00a0<em>comentarii<\/em>. \u00cen acest c\u00e2mp dac\u0103 adaugi un @ (arond) urmat de numele unui coleg, \u00eel po\u021bi\u00a0<em>men\u021biona<\/em> pe respectivul coleg \u00een comentariu. Aceasta \u00eenseamn\u0103 c\u0103 acel coleg va primi un email automat din sistem care \u00eel va anun\u021ba de faptul c\u0103 a fost men\u021bionat \u00eentr-o sarcin\u0103 \u0219i un buton cu link c\u0103tre acea sarcin\u0103 astfel \u00eenc\u00e2t accesarea acesteia s\u0103 fie c\u00e2t mai facil\u0103 \u0219i rapid\u0103.\u00a0<strong>Important<\/strong>: dac\u0103 completezi acest c\u00e2mp, dup\u0103 ce ai scris comentariul t\u0103u apas\u0103 butonul\u00a0<em>Adaug\u0103\u00a0<\/em>de dedesubt. \u00cen caz contrar comentariul t\u0103u nu va fi salvat.<\/li>\n<li>Au ap\u0103rut dou\u0103 butoane \u00een zona\u00a0<em>Tipul sarcinii finalizate<\/em> \u0219i anume\u00a0<em>Cu succes\u00a0<\/em>\u0219i\u00a0<em>F\u0103r\u0103 succes.\u00a0<\/em>Aceste butoane te ajut\u0103 s\u0103 \u00eenchizi sarcina respectiv\u0103. Semnifica\u021bia acestor dou\u0103 butoane o g\u0103se\u0219ti imediat dedesubt.<\/li>\n<\/ol>\n<h3 id=\"anchor-9\">Personalizarea textului unei sarcini<\/h3>\n<p>Pentru a putea personaliza textul unei sarcini este nevoie sa inlcuzi cateva comenzi speciale \u00een acesta. Mai jos vei putea vedea fiecare comand\u0103:<\/p>\n<ul>\n<li>text \u00eenclinat: <strong>*italic*<\/strong> (textul ce apare \u00eentre dou\u0103 stelu\u021be va fi scris \u00eenclinat dup\u0103 salvare)<\/li>\n<li>text \u00eengro\u0219at:\u00a0<strong>**bold** <\/strong>(textul ce apare \u00eentre un set de c\u00e2te dou\u0103 stelu\u021be va fi scris \u00eengro\u0219at dup\u0103 salvare)<\/li>\n<li>text \u00eenclinat \u0219i \u00eengro\u0219at: <strong>***italic bold*** <\/strong>(textul ce apare \u00eentre un set de c\u00e2te trei stelu\u021be va fi scris \u00eenclinat \u0219i \u00eengro\u0219at dup\u0103 salvare)<\/li>\n<li>dimensiunea textului poate fi modificat\u0103 folosind semnul &#8220;<strong>#<\/strong>&#8220;. Num\u0103rul acestora \u00eenainte de un text va determina dimensiunea textului, unde prima valoare reprezinta cel mai mare text, astfel:\n<ul>\n<li><strong>#<\/strong> Header 1<\/li>\n<li><strong>##<\/strong> Header 2<\/li>\n<li><strong>###<\/strong> Header 3<\/li>\n<li><strong>####<\/strong> Header 4<\/li>\n<li><strong>#####<\/strong> Header 5<\/li>\n<li><strong>######<\/strong> Header 6<\/li>\n<\/ul>\n<\/li>\n<li>lista numerotat\u0103 se poate pune folosind combinatia de un num\u0103r urmat de punct:\n<ul>\n<li><strong>1.\u00a0<\/strong>Element list\u0103 1<\/li>\n<li><strong>2.<\/strong> Element list\u0103 2<\/li>\n<li><strong>3.<\/strong> Element list\u0103 3<\/li>\n<\/ul>\n<\/li>\n<li>lista f\u0103r\u0103 numerotare se poate pune folosind o liniu\u021b\u0103 \u00eenainte de fiecare element (dup\u0103 salvarea textului, \u00een loc de liniu\u021be se vor afi\u0219a puncte):\n<ul>\n<li><strong>&#8211; <\/strong>Element 1<\/li>\n<li><strong>&#8211; <\/strong>Element 2<\/li>\n<li><strong>&#8211; <\/strong>Element 3<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Pe l\u00e2ng\u0103 elementele descrise mai sus, po\u021bi folosi \u0219i blocuri de text preformatat. Acest text este pus intr-un chenar si difer\u0103 si fontul acestuia, pentru a eviden\u021bia \u0219i mai mult o anumit\u0103 informa\u021bie. Pentru utilizarea unui text preformatat trebuie s\u0103 pui patru spa\u021bii \u00eenainte de textul propriu-zis.<\/p>\n<p>De asemenea, po\u021bi pune \u0219i o linie care subliniaz\u0103 un r\u00e2nd complet, printr-un set de trei liniu\u021be sau stelu\u021be separate de c\u00e2te un spa\u021biu: &#8220;<strong>&#8211; &#8211; &#8211; <\/strong>&#8220;<strong> sau <\/strong>&#8220;<strong>* * *<\/strong> &#8220;.<\/p>\n<p>\u00cen imaginile de mai jos po\u021bi vedea formatarea \u00een editorul de sarcin\u0103 \u0219i a\u0219a cum apare acela\u0219i text \u00een sarcina salvat\u0103:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-58312\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina.png\" alt=\"\" width=\"778\" height=\"587\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina.png 778w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina-300x226.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina-768x579.png 768w\" sizes=\"auto, (max-width: 778px) 100vw, 778px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58313\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina-2-1024x729.png\" alt=\"\" width=\"780\" height=\"556\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina-2-1024x729.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina-2-300x214.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina-2-768x547.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/perosnalizare-text-sarcina-2.png 1262w\" sizes=\"auto, (max-width: 780px) 100vw, 780px\" \/><\/p>\n<p>Comenzile de mai sus pot fi folosite \u0219i \u00een <a href=\"https:\/\/www.minicrm.ro\/help\/sabloane\/#anchor-3\">\u0219abloanele de sarcin\u0103<\/a>.<\/p>\n<h3 id=\"anchor-11\">Checklist dinamic \u00een sarcini<\/h3>\n<p>Structurile de control sunt plasate \u00eentre semnele <strong>{* \u2026 *}<\/strong> \u0219i nu au un output direct. Poate fi folosit urm\u0103torul element de control: condi\u021bie <strong>(if).<\/strong><\/p>\n<p>Sunt accepta\u021bi urm\u0103torii operatori: <strong>==, !=, &lt;, &gt;, &gt;=<\/strong> \u0219i <strong>&lt;=<\/strong>.<\/p>\n<p>Dup\u0103 <strong>if<\/strong>, trebuie introdus <strong>numele tehnic al c\u00e2mpului<\/strong> care urmeaz\u0103 s\u0103 fie verificat.<\/p>\n<p>\u00cen cazul unei potriviri exacte, \u00een func\u021bie de tipul c\u00e2mpului, pot fi utilizate urm\u0103toarele valori:<\/p>\n<div class=\"alert alert-info\">{* if Project.Set2644 == &#8220;c\u0103su\u021be noi de bifat&#8221; *} c\u00e2mp de tip c\u0103su\u021b\u0103 de bifat {* endif *}<br \/>\n{* if Project.Enum2646 == &#8220;dropdown nou&#8221; *} c\u00e2mp de tip dropdown {* endif *}<br \/>\n{* if Project.String2647 == &#8220;text nou scurt&#8221; *} c\u00e2mp text {* endif *}<br \/>\n{* if Project.DateTime2648 == &#8220;04 decembrie 2025, joi&#8221; *} c\u00e2mp de tip dat\u0103 \u0219i or\u0103 {* endif *}<br \/>\n{* if Project.Int2649 == &#8220;13&#8221; *} num\u0103r nou {* endif *}<br \/>\n{* if Project.Float2650 == &#8220;13,00&#8221; *} frac\u021bie zecimal\u0103 nou\u0103 {* endif *}<br \/>\n{* if Project.File2651 == &#8220;link ata\u0219ament&#8221; *} c\u00e2mp de tip ata\u0219ament {* endif *}<br \/>\n{* if Project.DateTime2648_raw == &#8220;2025-10-13 23:59:59&#8221; *} dat\u0103 \u0219i or\u0103 (format brut) {* endif *}<br \/>\n{* if Project.StatusId == &#8220;C\u00e2\u0219tigat&#8221; *} status {* endif *}<br \/>\n{* if Person.Name == &#8220;Nume Persoan\u0103&#8221; *} nume persoan\u0103 {* endif *}<br \/>\n{* if Business.Name == &#8220;Nume Companie&#8221; *} nume companie {* endif *}<br \/>\n{* if Address.PostalCode == &#8220;1075&#8221; *} cod po\u0219tal {* endif *}<br \/>\n{* if Address.PostalCode == &#8220;&#8221; *} c\u00e2mp cod po\u0219tal gol {* endif *}<\/div>\n<p>Pentru condi\u021biile \u00een care doar trebuie ca un c\u00e2mp s\u0103 con\u021bin\u0103 o anumit\u0103 valoare (nu s\u0103 fie identic cu ea), \u00een func\u021bie de tipul c\u00e2mpului po\u021bi folosi valorile de mai jos:<\/p>\n<div class=\"alert alert-info\">{* if &#8220;test&#8221; in Project.Text2645 *} Test realizat, con\u021bine \u201etest\u201d {* endif *}<br \/>\n{* if &#8220;Test 1&#8221; in Project.Set2644 and &#8220;Checklist&#8221; in Project.Set2644 *} mai multe op\u021biuni \u00een checklist {* endif *}<br \/>\n{* if &#8220;Test 1&#8221; in Project.Set2644 or &#8220;Checklist&#8221; in Project.Set2644 *} una dintre op\u021biunile din checklist {* endif *}<\/div>\n<p>Combina\u021biile celor men\u021bionate mai sus:<\/p>\n<div class=\"alert alert-info\">{* if Project.Set2644 == &#8220;Test 1&#8221; and &#8220;test&#8221; in Project.Text2645 *} Un element din checklist \u0219i o parte dintr-o valoare text {* endif *}<\/div>\n<h3><\/h3>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">\u00cenchiderea unei sarcini<\/h3>\n<p style=\"text-align: justify;\">Dup\u0103 ce ai finalizat ac\u021biunea descris\u0103 \u00een sarcina, trebuie s\u0103 \u00eenchizi respectiva sarcin\u0103 (sarcinile \u00eenchise dispar din zona de sarcini active \u0219i se mut\u0103 \u00een zona de <a href=\"..\/istoric\">Istoric<\/a>). Sarcinile \u00eenchise\u00a0<strong>nu<\/strong> mai pot fi modificate.<\/p>\n<h4 style=\"text-align: justify;\">Cu succes vs. F\u0103r\u0103 succes<\/h4>\n<p style=\"text-align: justify;\">\u00cenchiderea unei sarcini poate fi f\u0103cut\u0103 \u00een dou\u0103 feluri:<\/p>\n<ol style=\"text-align: justify;\">\n<li><em>Cu succes<\/em> &#8211; folose\u0219te aceast\u0103 op\u021biune \u00een cazul \u00een care ai efectuat ac\u021biunea respectiv\u0103 \u0219i ai finalizat-o cu succes. Cu alte cuvinte, ai f\u0103cut ceea ce trebuia f\u0103cut.<\/li>\n<li><em>F\u0103r\u0103 succes<\/em> &#8211; aceast\u0103 op\u021biune o po\u021bi folosi atunci c\u00e2nd, din varii motive, nu ai putut realiza respectiva sarcin\u0103. Dac\u0103 este important pentru context, po\u021bi ad\u0103uga \u00een c\u00e2mpul pentru comentarii motivul pentru care nu ai reu\u0219it s\u0103 finalizezi respectiva sarcin\u0103.<\/li>\n<\/ol>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\"><strong>Aten\u021bie!<\/strong> \u00cenchiderea unei sarcini <em>cu succes<\/em> sau <em>f\u0103r\u0103 succes<\/em> <strong>nu<\/strong> are nicio leg\u0103tur\u0103 cu statusul v\u00e2nz\u0103rii (v\u00e2nzare c\u00e2\u0219tigat\u0103 sau v\u00e2nzare pierdut\u0103), ci se refer\u0103 strict la modul \u00een care a fost finalizat\u0103 respectiva sarcin\u0103.<\/div>\n<h3 style=\"text-align: justify;\"><\/h3>\n<h3 id=\"anchor-10\" style=\"text-align: justify;\">Redeschiderea unei sarcini<\/h3>\n<p style=\"text-align: justify;\">Este posibil, \u00een func\u021bie de set\u0103rile din zona de set\u0103ri &#8211; Sistem, tab-ul sistem, s\u0103 redeschizi sarcinile. Astfel, po\u021bi seta redeschiderea conform imaginii de mai jos:<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58314\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/redeschidere-sarcina-1024x575.png\" alt=\"\" width=\"822\" height=\"462\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/redeschidere-sarcina-1024x575.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/redeschidere-sarcina-300x168.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/redeschidere-sarcina-768x431.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/redeschidere-sarcina-1536x862.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/redeschidere-sarcina.png 1920w\" sizes=\"auto, (max-width: 822px) 100vw, 822px\" \/><\/p>\n<p style=\"text-align: justify;\">Dup\u0103 setarea intervalului \u00een care se permite redeschiderea, po\u021bi alege sarcina de care ai nevoie din istoricul unui card \u0219i s\u0103 ape\u0219i butonul redeschidere.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58315\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/dechide-sarcina-2.png\" alt=\"\" width=\"842\" height=\"629\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/dechide-sarcina-2.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/dechide-sarcina-2-300x224.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/dechide-sarcina-2-768x574.png 768w\" sizes=\"auto, (max-width: 842px) 100vw, 842px\" \/><\/p>\n<h3 style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58316\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-ce-nu-poate-fi-deschisa.png\" alt=\"\" width=\"842\" height=\"772\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-ce-nu-poate-fi-deschisa.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-ce-nu-poate-fi-deschisa-300x275.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/sarcina-ce-nu-poate-fi-deschisa-768x704.png 768w\" sizes=\"auto, (max-width: 842px) 100vw, 842px\" \/><\/h3>\n<p style=\"text-align: justify;\">\u00cen istoricul respectivei sarcini se va men\u021biona automat faptul c\u0103 a fost redeschis\u0103.<\/p>\n<h3 style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58317\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/istoric-redeschidere.png\" alt=\"\" width=\"839\" height=\"770\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/istoric-redeschidere.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/istoric-redeschidere-300x275.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/istoric-redeschidere-768x704.png 768w\" sizes=\"auto, (max-width: 839px) 100vw, 839px\" \/><\/h3>\n<h3 id=\"anchor-6\" style=\"text-align: justify;\">Am\u00e2narea deadline-ului unei sarcini active<\/h3>\n<p style=\"text-align: justify;\">Po\u021bi am\u00e2na deadline-ul unei sarcini \u00een dou\u0103 moduri:<\/p>\n<ol style=\"text-align: justify;\">\n<li>Po\u021bi edita respectiva sarcin\u0103 \u0219i s\u0103 \u00eei schimbi deadline-ul<\/li>\n<li>Po\u021bi da click pe deadline-ul afi\u0219at \u0219i s\u0103 \u00eel schimbi direct din meniul care apare<\/li>\n<\/ol>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58318\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/amanare-deadline.png\" alt=\"\" width=\"838\" height=\"508\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/amanare-deadline.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/amanare-deadline-300x182.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/amanare-deadline-768x466.png 768w\" sizes=\"auto, (max-width: 838px) 100vw, 838px\" \/><\/p>\n<h3 id=\"anchor-7\" style=\"text-align: justify;\">Exemplu de filtru<\/h3>\n<p style=\"text-align: justify;\">Mai jos am creat pentru tine un exemplu de filtru \u00een care se identific\u0103 acele carduri care sunt \u00een curs de v\u00e2nzare \u0219i nu au o sarcin\u0103 viitoare setat\u0103. Concret, vor fi relevate cardurile \u00een curs de v\u00e2nzare pentru care de\u021bin\u0103torul nu \u0219i-a setat o urm\u0103toare ac\u021biune cu acel prospect.<\/p>\n<p style=\"text-align: justify;\">Mai multe detalii legate de construc\u021bia \u0219i setarea filtrelor po\u021bi g\u0103si pe <a href=\"..\/filtre\">pagina dedicat\u0103<\/a>.<\/p>\n<p style=\"text-align: justify;\">Pentru acest exemplu vom folosi dou\u0103 condi\u021bii obligatorii \u0219i anume\u00a0<em>Status<\/em> pentru care am selectat doar statusurile din zona de v\u00e2nzare \u0219i cea de-a doua condi\u021bie este <em>Oportunitate: <\/em><em>Sarcina viitoare<\/em> din categoria\u00a0<em>Sarcin\u0103 viitoare<\/em>. Ca \u0219i op\u021biune pentru condi\u021bia Sarcin\u0103 viitoare am folosit op\u021biunea\u00a0<em>Nu este setat<\/em>. Cu alte cuvinte, nu exist\u0103 o viitoare sarcin\u0103 setat\u0103.<\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58321\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-filtru-sarcina.png\" alt=\"\" width=\"839\" height=\"474\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-filtru-sarcina.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-filtru-sarcina-300x170.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/11\/exemplu-filtru-sarcina-768x434.png 768w\" sizes=\"auto, (max-width: 839px) 100vw, 839px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>Bonus<\/strong>: Uite \u0219i un scurt video care te va ajuta s\u0103 \u00een\u021belegi mai bine cum s\u0103 lucrezi cu sarcinile \u00een MiniCRM:<\/p>\n<p style=\"text-align: justify;\"><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/7L6V0g3bkM0\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p style=\"text-align: justify;\">\n","protected":false},"excerpt":{"rendered":"<p>Rezumat Important pentru lucrul cu sarcinile Ad\u0103ugarea unei sarcini noi (manual) Crearea unei liste de sub-sarcini (checklist) Ad\u0103ugarea unei sarcini pe baza unui \u0219ablon de sarcin\u0103 Editarea unei sarcini \u00cenchiderea unei sarcini Personalizarea textului unei sarcini Checklist dinamic Redeschiderea unei sarcini Am\u00e2narea deadline-ului unei sarcini active Exemplu de filtru Folosind sarcinile po\u021bi gestiona activit\u0103\u021bile care [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2499,2503],"tags":[1398,1269,1404,1281,1410],"class_list":["post-20937","post","type-post","status-publish","format-standard","hentry","category-ghid-de-pornire","category-pentru-utilizatori","tag-calendar-ro","tag-follow-up-sequence-ro","tag-intro-ro","tag-project-ro","tag-todo-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - 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