{"id":3939,"date":"2017-06-22T10:12:25","date_gmt":"2017-06-22T08:12:25","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3939"},"modified":"2025-11-18T10:10:21","modified_gmt":"2025-11-18T09:10:21","slug":"teendo-sablon-letrehozasa","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/teendo-sablon-letrehozasa\/","title":{"rendered":"Teend\u0151 sablon l\u00e9trehoz\u00e1sa"},"content":{"rendered":"<p><strong>Minden munkafolyamatban el\u0151fordul olyan feladat,<\/strong> amit rendszeresen el kell v\u00e9gezni. \u00c9rt\u00e9kes\u00edt\u00e9si folyamatban ilyen p\u00e9ld\u00e1ul az ig\u00e9nyfelm\u00e9r\u00e9s, aj\u00e1nlatad\u00e1s, aj\u00e1nlat ut\u00e1nk\u00f6vet\u00e9se, stb. Ezeket a teend\u0151ket azonban nem kell minden alkalommal k\u00e9zzel meg\u00edrnod magadnak vagy beosztottjaidnak. Lehet\u0151s\u00e9ged van teend\u0151 sablonok l\u00e9trehoz\u00e1s\u00e1ra, \u00edgy csak egyszer kell elk\u00e9sz\u00edtened a teend\u0151 sz\u00f6veg\u00e9t \u00e9s egy\u00e9b be\u00e1ll\u00edt\u00e1sait, \u00e9s onnant\u00f3l minden koll\u00e9ga 3 kattint\u00e1ssal felveheti mag\u00e1nak (vagy megkaphatja deleg\u00e1lva) az adott teend\u0151t.<\/p>\n<p><strong>S\u0151t, ilyen sabloniz\u00e1lt teend\u0151ket<\/strong> automatizmussal is k\u00fcldhetsz adatlapokra!<\/p>\n<div class=\"alert alert-danger\"><a href=\"https:\/\/www.minicrm.hu\/help\/felhasznaloi-jogosultsagok\/\">Korl\u00e1tozott jogosults\u00e1ggal<\/a> nem tudsz sablonokat l\u00e9trehozni!<\/div>\n<div>\n<h3>1.) A term\u00e9k neve melletti kis ny\u00edln\u00e1l nyisd meg a sablonokat. Kattints az<em> \u00daj sablon<\/em> gombra, majd az\u00a0<em>\u00daj teend\u0151 sablonra.<\/em><\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57879\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-09-at-12.43.01-300x139.png\" alt=\"Teend\u0151sablonok\" width=\"924\" height=\"428\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-09-at-12.43.01-300x139.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-09-at-12.43.01-1024x473.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-09-at-12.43.01-768x355.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-09-at-12.43.01-1536x709.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-09-at-12.43.01-2048x946.png 2048w\" sizes=\"auto, (max-width: 924px) 100vw, 924px\" \/><\/p>\n<h3>2.) Nevezd el a sablont, \u00e9s \u00edrd meg a sz\u00f6veg\u00e9t.<\/h3>\n<\/div>\n<p>Itt ak\u00e1r <a href=\"https:\/\/www.minicrm.hu\/help\/hogyan-tudom-szemelyesse-tenni-az-emaileket\/\">haszn\u00e1lhatsz v\u00e1ltoz\u00f3kat<\/a> is. A s\u00e1rg\u00e1val keretezett szekci\u00f3ban a legapr\u00f3bb r\u00e9szletekig testreszabhatod a teend\u0151sablonod.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57884\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.04.41-300x136.png\" alt=\"Teend\u0151sablon szerkeszt\u0151\" width=\"915\" height=\"415\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.04.41-300x136.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.04.41-1024x464.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.04.41-768x348.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.04.41-1536x696.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.04.41-2048x929.png 2048w\" sizes=\"auto, (max-width: 915px) 100vw, 915px\" \/><\/p>\n<ul>\n<li><strong>Teend\u0151 t\u00edpusa<\/strong>: Itt a <a href=\"..\/meglevo-modul-testreszabasa\">term\u00e9kbe\u00e1ll\u00edt\u00e1sokban<\/a> el\u0151re megadott t\u00edpusok k\u00f6z\u00fcl tudsz v\u00e1lasztani.<\/li>\n<li><strong>Teend\u0151 becs\u00fclt id\u0151tartama<\/strong>: Megadhatod, hogy mennyi ideig tartson a felvett teend\u0151 (<a href=\"https:\/\/www.minicrm.hu\/help\/mire-jo-a-naptarszinkronizacio\/\">napt\u00e1rszinkroniz\u00e1ci\u00f3n\u00e1l<\/a> k\u00fcl\u00f6n\u00f6sen hasznos).<\/li>\n<li><strong>Figyelmeztet\u00e9s<\/strong>: Ez is a <a href=\"..\/mire-jo-a-naptarszinkronizacio\">napt\u00e1rszinkroniz\u00e1ci\u00f3n\u00e1l<\/a> \u00e9rdekes, mert ennyi id\u0151vel el\u0151tte fog jelezni a <a href=\"..\/hogyan-lathatom-a-lezart-teendoket-a-naptaramban\">napt\u00e1rad<\/a>, ha feladatod van MiniCRM-ben.<\/li>\n<li><strong>Lista<\/strong>: Ha t\u00f6bb l\u00e9p\u00e9sb\u0151l \u00e1ll egy teend\u0151, akkor ebben a <a href=\"https:\/\/www.minicrm.hu\/help\/teendokezeles\/#Lista\">list\u00e1ban tudod megadni<\/a>, hogy pontosan mit kell tenned a feladat elv\u00e9gz\u00e9se \u00e9rdek\u00e9ben.<\/li>\n<li><strong>\u00c9rintettek:<\/strong> El\u0151fordul, hogy egy feladatnak nem csak egy felel\u0151se van. Ilyenkor j\u00f3l j\u00f6n az <a href=\"https:\/\/www.minicrm.hu\/help\/teendokezeles\/#%C3%89rintettek\">\u00c9rintettek mez\u0151<\/a>, ahol meg tudod adni az egy\u00e9b MiniCRM felhaszn\u00e1l\u00f3kat is felel\u0151sk\u00e9nt.<\/li>\n<\/ul>\n<h1>Teend\u0151sablon haszn\u00e1lata<\/h1>\n<p>Amikor szeretn\u00e9l egy el\u0151re l\u00e9trehozott teend\u0151sablont haszn\u00e1lni, az adatlapon az \u00daj teend\u0151 gomb melletti ny\u00edlra kell kattintanod.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57887\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.26.37-300x135.png\" alt=\"Teend\u0151 hozz\u00e1ad\u00e1sa sablonb\u00f3l\" width=\"918\" height=\"413\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.26.37-300x135.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.26.37-1024x461.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.26.37-768x346.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.26.37-1536x691.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/06\/Screenshot-2025-01-10-at-9.26.37-2048x922.png 2048w\" sizes=\"auto, (max-width: 918px) 100vw, 918px\" \/><\/p>\n<p>&nbsp;<\/p>\n<div class=\"alert alert-info\"><strong>Tipp:<\/strong> M\u00e1s koll\u00e9g\u00e1d sz\u00e1m\u00e1ra is fel tudsz venni teend\u0151sablonb\u00f3l teend\u0151t. Ilyen esetben puszt\u00e1n a teend\u0151 felel\u0151s\u00e9t kell \u00e1t\u00e1ll\u00edtanod magadr\u00f3l arra a koll\u00e9g\u00e1ra, akinek a feladatot szeretn\u00e9d adni. Az <strong><a href=\"https:\/\/www.minicrm.hu\/help\/felhasznalok-ertesitese-teendobol\/\">\u00e9rtes\u00edt\u00e9si be\u00e1ll\u00edt\u00e1sait\u00f3l<\/a><\/strong> f\u00fcgg\u0151en err\u0151l \u00e9rtes\u00edt\u00e9st is kaphatnak a koll\u00e9g\u00e1id (\u00e9s persze ellenkez\u0151 esetben te is).<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Minden munkafolyamatban el\u0151fordul olyan feladat, amit rendszeresen el kell v\u00e9gezni. \u00c9rt\u00e9kes\u00edt\u00e9si folyamatban ilyen p\u00e9ld\u00e1ul az ig\u00e9nyfelm\u00e9r\u00e9s, aj\u00e1nlatad\u00e1s, aj\u00e1nlat ut\u00e1nk\u00f6vet\u00e9se, stb. Ezeket a teend\u0151ket azonban nem kell minden alkalommal k\u00e9zzel meg\u00edrnod magadnak vagy beosztottjaidnak. Lehet\u0151s\u00e9ged van teend\u0151 sablonok l\u00e9trehoz\u00e1s\u00e1ra, \u00edgy csak egyszer kell elk\u00e9sz\u00edtened a teend\u0151 sz\u00f6veg\u00e9t \u00e9s egy\u00e9b be\u00e1ll\u00edt\u00e1sait, \u00e9s onnant\u00f3l minden koll\u00e9ga 3 kattint\u00e1ssal [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2437,2435,2439],"tags":[],"class_list":["post-3939","post","type-post","status-publish","format-standard","hentry","category-adminisztratorok-es-vezetok-szamara","category-elso-lepesek","category-felhasznalok-szamara"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Teend\u0151 sablon l\u00e9trehoz\u00e1sa - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Minden munkafolyamatban el\u0151fordul olyan feladat, amit rendszeresen el kell v\u00e9gezni. \u00c9rt\u00e9kes\u00edt\u00e9si folyamatban ilyen p\u00e9ld\u00e1ul az ig\u00e9nyfelm\u00e9r\u00e9s, aj\u00e1nlatad\u00e1s,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.minicrm.hu\/help\/teendo-sablon-letrehozasa\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Teend\u0151 sablon l\u00e9trehoz\u00e1sa - 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