{"id":3292,"date":"2024-12-25T18:31:41","date_gmt":"2024-12-25T21:31:41","guid":{"rendered":"https:\/\/docs.procedo.com.br\/easy360\/?p=3292"},"modified":"2024-12-25T18:31:41","modified_gmt":"2024-12-25T21:31:41","slug":"como-vincular-tarefas-a-contatos-e-oportunidades","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/tarefas\/como-vincular-tarefas-a-contatos-e-oportunidades\/","title":{"rendered":"Como vincular Tarefas a Contatos e Oportunidades"},"content":{"rendered":"\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<p class=\"wp-block-paragraph\">1) Acesse um <strong>Contato<\/strong> ou <strong>Oportunidade<\/strong> j\u00e1 cadastrada no sistema.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Localize a aba <strong>&#8220;Tarefas&#8221;<\/strong>. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3) Clique no bot\u00e3o <strong>&#8220;Criar Nova Tarefa&#8221;<\/strong> ou <strong>&#8220;+&#8221;<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a2388987545f&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a2388987545f\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"804\" height=\"419\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image.png\" alt=\"Clique no bot\u00e3o + ou em criar nova tarefa\" class=\"wp-image-3293\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image.png 804w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-300x156.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-768x400.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-60x31.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-150x78.png 150w\" sizes=\"auto, (max-width: 804px) 100vw, 804px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">4) No modal que ser\u00e1 aberto preencha os campos e clique no bot\u00e3o <strong>Salvar<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5) A tarefa foi adicionada com sucesso ao Contato ou Oportunidade.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6) Para <strong>Finalizar<\/strong> basta clicar na flag relacionada a tarefa.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a238898757c2&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a238898757c2\" class=\"wp-block-image size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"799\" height=\"229\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on--pointerdown=\"actions.preloadImage\" data-wp-on--pointerenter=\"actions.preloadImageWithDelay\" data-wp-on--pointerleave=\"actions.cancelPreload\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-1.png\" alt=\"Clique na flag para vincular tarefa\" class=\"wp-image-3294\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-1.png 799w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-1-300x86.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-1-768x220.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-1-60x17.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2024\/12\/image-1-150x43.png 150w\" sizes=\"auto, (max-width: 799px) 100vw, 799px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\tdata-wp-bind--aria-label=\"state.thisImage.triggerButtonAriaLabel\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.thisImage.buttonRight\"\n\t\t\tdata-wp-style--top=\"state.thisImage.buttonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<div style=\"height:24px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Aprenda a vincular uma tarefa aos contatos e oportunidades cadastrados no sistema.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23],"tags":[291,292,288,290],"class_list":["post-3292","post","type-post","status-publish","format-standard","hentry","category-tarefas","tag-tarefa-na-oportunidade","tag-tarefa-no-contato","tag-tarefas","tag-vincular-tarefa"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/3292","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/comments?post=3292"}],"version-history":[{"count":1,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/3292\/revisions"}],"predecessor-version":[{"id":3295,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/3292\/revisions\/3295"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=3292"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=3292"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=3292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}