{"id":50229,"date":"2023-12-15T14:51:34","date_gmt":"2023-12-15T13:51:34","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=50229"},"modified":"2025-11-26T09:36:09","modified_gmt":"2025-11-26T08:36:09","slug":"ismetlodo-teendok","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/ismetlodo-teendok\/","title":{"rendered":"Ism\u00e9tl\u0151d\u0151 teend\u0151k"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Az ism\u00e9tl\u0151d\u0151 teend\u0151k funkci\u00f3 seg\u00edts\u00e9g\u00e9vel lehet\u0151s\u00e9ged van el\u0151re meghat\u00e1rozni egy-egy visszat\u00e9r\u0151 feladat automatikus legener\u00e1l\u00e1s\u00e1t.<br \/>\nP\u00e9ld\u00e1ul be\u00fctemezheted, hogy minden h\u00f3nap 5.-\u00e9n a rendszer vegyen fel egy teend\u0151t egy megadott adatlapra, ami eml\u00e9keztet arra, hogy a sz\u00e1ml\u00e1kat el kell k\u00fcldeni a k\u00f6nyvel\u0151nek. Vagy ha vannak \u00fcgyfeleid akiket hetente\/k\u00e9thetente\/havonta vagy m\u00e1s rendszeress\u00e9ggel kell l\u00e1togatni, a MiniCRM k\u00e9pes ezeket a teend\u0151ket automatikusan l\u00e9trehozni a be\u00e1ll\u00edtott \u00fctemez\u00e9s szerint.<\/span><\/p>\n<div class=\"alert alert-danger\"><span style=\"font-weight: 400;\"><strong>Fontos<\/strong>: A funkci\u00f3 haszn\u00e1lat\u00e1hoz a <em>Bels\u0151 automatizmus<\/em> kieg\u00e9sz\u00edt\u0151 el\u0151fizet\u00e9se sz\u00fcks\u00e9ges!<\/span><\/div>\n<h3>Bemutat\u00f3 vide\u00f3:<\/h3>\n<p>A le\u00edr\u00e1st a vide\u00f3 alatt tal\u00e1lod!<br \/>\n<iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/yDGFawiQjfE?si=a-7Es0f4Ccacy_Qm\" 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<h2>Haszn\u00e1lata<\/h2>\n<p>1. Vegy\u00e9l fel egy teend\u0151t a kiv\u00e1lasztott adatlapra manu\u00e1lisan vagy ak\u00e1r sablonb\u00f3l!<\/p>\n<p>2. \u00c1ll\u00edtsd be a teend\u0151 esed\u00e9kess\u00e9g\u00e9t!<\/p>\n<p>3. Kattints az Ism\u00e9tl\u0151d\u00e9s gombra!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57868\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.27.14-300x170.png\" alt=\"Ism\u00e9tl\u0151d\u0151 teend\u0151 felv\u00e9tele\" width=\"918\" height=\"520\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.27.14-300x170.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.27.14-768x436.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.27.14-1536x872.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.27.14-2048x1163.png 2048w\" sizes=\"auto, (max-width: 918px) 100vw, 918px\" \/><\/p>\n<p>4. Aktiv\u00e1ld az ism\u00e9tl\u0151d\u00e9st a cs\u00faszk\u00e1ra kattintva!<\/p>\n<p>5. Add meg az ism\u00e9tl\u0151d\u00e9s kezd\u0151d\u00e1tum\u00e1t (azt az id\u0151pontot amire az els\u0151 ism\u00e9tl\u0151d\u00e9st szeretn\u00e9d gener\u00e1lni)!<\/p>\n<p>6. Az ism\u00e9tl\u0151d\u00e9s gyakoris\u00e1g\u00e1n\u00e1l v\u00e1laszd ki, hogy h\u00e1ny naponta\/hetente\/havonta vagy \u00e9vente j\u00f6jj\u00f6n l\u00e9tre a teend\u0151 automatikusan!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57869\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.29.20-300x140.png\" alt=\"Ism\u00e9tl\u0151d\u0151 teend\u0151 be\u00e1ll\u00edt\u00e1sai\" width=\"919\" height=\"429\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.29.20-300x140.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.29.20-1024x478.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.29.20-768x359.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.29.20-1536x717.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.29.20-2048x956.png 2048w\" sizes=\"auto, (max-width: 919px) 100vw, 919px\" \/><\/p>\n<p>Ha p\u00e9ld\u00e1ul azt szeretn\u00e9d, hogy minden h\u00e9ten h\u00e9tf\u0151n 8:30-as esed\u00e9kess\u00e9ggel j\u00f6jj\u00f6n l\u00e9tre ugyanaz a teend\u0151, akkor sz\u00e1mot \u00e1ll\u00edtsd 1-re, a list\u00e1b\u00f3l pedig v\u00e1laszd a h\u00e9t opci\u00f3t. Ha minden m\u00e1sodik h\u00e9tf\u0151re szeretn\u00e9d ugyanezt, akkor \u00edrj egy kettest a sz\u00e1mmez\u0151be \u00e9s ism\u00e9t v\u00e1laszd a h\u00e9t opci\u00f3t. Amennyiben viszont minden harmadik h\u00f3nap 25.-re szeretn\u00e9d felvenni a feladatot, a sz\u00e1mok k\u00f6z\u00fcl a h\u00e1rmast, a list\u00e1b\u00f3l pedig a h\u00f3nap lehet\u0151s\u00e9get kell kiv\u00e1lasztanod \u00e9s \u00edgy tov\u00e1bb.<\/p>\n<ol>\n<li>Az el\u0151re felvett teend\u0151k szakaszban kiv\u00e1laszthatod, h\u00e1ny darab teend\u0151t gener\u00e1ljon az aktiv\u00e1l\u00e1st k\u00f6vet\u0151en egyszerre az adatlapra a MiniCRM. Minimum 1 maximum 7 teend\u0151t v\u00e1laszthatsz.<\/li>\n<li>Ezt k\u00f6vet\u0151en kattints a Ment\u00e9s majd a Hozz\u00e1ad\u00e1s gombra \u00e9s el is k\u00e9sz\u00fclt\u00e9l a be\u00e1ll\u00edt\u00e1sokkal.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57870\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.31.27-300x137.png\" alt=\"Ism\u00e9tl\u0151d\u0151 teend\u0151k az adatlapon\" width=\"878\" height=\"401\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.31.27-300x137.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.31.27-1024x468.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.31.27-768x351.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.31.27-1536x702.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.31.27-2048x936.png 2048w\" sizes=\"auto, (max-width: 878px) 100vw, 878px\" \/>A p\u00e9ld\u00e1ban azt l\u00e1thatod, hogy l\u00e9trej\u00f6tt az ism\u00e9tl\u0151d\u0151 teend\u0151, amely minden h\u00f3nap 28-\u00e1n esed\u00e9kes. Mivel 3 teend\u0151t v\u00e1lasztottam ki az el\u0151re felvett teend\u0151k opci\u00f3n\u00e1l, \u00edgy ezeket r\u00f6gt\u00f6n l\u00e1tom az adatlapon. Az egeret az ism\u00e9tl\u0151d\u00e9s jel f\u00f6l\u00e9 ir\u00e1ny\u00edtva, a rendszer megmutatja, a k\u00f6vetkez\u0151, automatikusan gener\u00e1lt teend\u0151 esed\u00e9kess\u00e9g\u00e9t.<\/li>\n<\/ol>\n<div class=\"alert alert-info\">A k\u00f6vetkez\u0151 esed\u00e9kes teend\u0151 gener\u00e1l\u00e1s\u00e1t a rendszer automatikusan elv\u00e9gzi, miut\u00e1n az els\u0151 ism\u00e9tl\u0151d\u00e9s d\u00e1tuma &#8220;lej\u00e1r&#8221;. \u00cdgy a p\u00e9ld\u00e1ban, janu\u00e1r 31-et k\u00f6vet\u0151en fog l\u00e9trej\u00f6nni, a m\u00e1jusi teend\u0151.<\/div>\n<div class=\"alert alert-danger\"><span style=\"font-weight: 400;\"><strong>Fontos<\/strong>: B\u00e1rmelyik teend\u0151t lez\u00e1rhatod vagy \u00e1t\u00fctemezheted, az ism\u00e9tl\u0151d\u00e9st nem befoly\u00e1solja, az eredeti be\u00e1ll\u00edt\u00e1sok szerint t\u00f6rt\u00e9nik a teend\u0151k gener\u00e1l\u00e1sa.<\/span><\/div>\n<h2>Teend\u0151k m\u00f3dos\u00edt\u00e1sa<\/h2>\n<div>\n<p class=\"p1\">B\u00e1rmelyik el\u0151re gener\u00e1lt teend\u0151 tartalm\u00e1t, felel\u0151s\u00e9t, id\u0151pontj\u00e1t, listaelemeit stb. szerkesztheted, ment\u00e9st k\u00f6vet\u0151en a rendszer r\u00e1k\u00e9rdez, hogy a m\u00f3dos\u00edt\u00e1st csak a kiv\u00e1lasztott teend\u0151re vagy az \u00f6sszes, ism\u00e9tl\u0151d\u0151 feladatra szeretn\u00e9d alkalmazni:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-57871\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2025-01-09-at-12.34.18-300x138.png\" alt=\"Ism\u00e9tl\u0151d\u0151 teend\u0151k m\u00f3dos\u00edt\u00e1sa\" width=\"920\" height=\"423\" \/><\/p>\n<div class=\"alert alert-info\"><strong>J\u00f3 tudni:<\/strong> Projektmenedzsment term\u00e9kben az automatikusan l\u00e9trej\u00f6v\u0151 teend\u0151k az &#8220;<strong>Aktu\u00e1lis feladatok<\/strong>&#8221; oszlopba ker\u00fclnek legener\u00e1l\u00e1sra.<\/div>\n<\/div>\n<h2>Mire figyelj?<\/h2>\n<div>\n<ol>\n<li>Az ism\u00e9tl\u0151d\u00e9s gyakoris\u00e1g\u00e1t csak \u00e9s kiz\u00e1r\u00f3lag a funkci\u00f3 lekapcsol\u00e1sa ut\u00e1n tudod m\u00f3dos\u00edtani, ez\u00e9rt k\u00f6r\u00fcltekint\u0151en \u00e1ll\u00edtsd be az \u00fctemez\u00e9st!<\/li>\n<li>Adatlap m\u00e1sol\u00e1sa eset\u00e9n az ism\u00e9tl\u0151d\u00e9st nem m\u00e1solja \u00e1t a rendszer, az \u00fajonnan l\u00e9trej\u00f6v\u0151 adatlapra csak a m\u00e1r el\u0151re legener\u00e1lt teend\u0151k ker\u00fclnek \u00e1tm\u00e1sol\u00e1sra.<\/li>\n<li>Amennyiben olyan adatlapot t\u00f6r\u00f6lsz amelyen van akt\u00edv ism\u00e9tl\u0151d\u0151 teend\u0151 be\u00e1ll\u00edtva, a MiniCRM automatikusan lekapcsolja a teend\u0151gener\u00e1l\u00e1st.<\/li>\n<li>Szabads\u00e1g term\u00e9k haszn\u00e1lata eset\u00e9n, ha az eredeti teend\u0151 felel\u0151s szabads\u00e1gon van, a feladatok automatikusan a helyettes nev\u00e9re ker\u00fclnek l\u00e9trehoz\u00e1sra.<\/li>\n<\/ol>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Az ism\u00e9tl\u0151d\u0151 teend\u0151k funkci\u00f3 seg\u00edts\u00e9g\u00e9vel lehet\u0151s\u00e9ged van el\u0151re meghat\u00e1rozni egy-egy visszat\u00e9r\u0151 feladat automatikus legener\u00e1l\u00e1s\u00e1t. P\u00e9ld\u00e1ul be\u00fctemezheted, hogy minden h\u00f3nap 5.-\u00e9n a rendszer vegyen fel egy teend\u0151t egy megadott adatlapra, ami eml\u00e9keztet arra, hogy a sz\u00e1ml\u00e1kat el kell k\u00fcldeni a k\u00f6nyvel\u0151nek. Vagy ha vannak \u00fcgyfeleid akiket hetente\/k\u00e9thetente\/havonta vagy m\u00e1s rendszeress\u00e9ggel kell l\u00e1togatni, a MiniCRM k\u00e9pes ezeket [&hellip;]<\/p>\n","protected":false},"author":114,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2441,2435],"tags":[],"class_list":["post-50229","post","type-post","status-publish","format-standard","hentry","category-egyeb-hasznos-funkciok","category-elso-lepesek"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Ism\u00e9tl\u0151d\u0151 teend\u0151k - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Az ism\u00e9tl\u0151d\u0151 teend\u0151k funkci\u00f3 seg\u00edts\u00e9g\u00e9vel lehet\u0151s\u00e9ged van el\u0151re meghat\u00e1rozni egy-egy visszat\u00e9r\u0151 feladat automatikus legener\u00e1l\u00e1s\u00e1t. 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