{"id":774,"date":"2017-01-25T14:05:18","date_gmt":"2017-01-25T16:05:18","guid":{"rendered":"http:\/\/docs.procedo.com.br\/?p=774"},"modified":"2024-12-25T18:53:48","modified_gmt":"2024-12-25T21:53:48","slug":"o-que-e-uma-tarefa","status":"publish","type":"post","link":"https:\/\/docs.procedo.com.br\/easy360\/tarefas\/o-que-e-uma-tarefa\/","title":{"rendered":"Entenda o que \u00e9 e aprenda a criar novas Tarefas"},"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<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\">Uma <strong>Tarefa<\/strong> \u00e9 uma atividade que dever\u00e1 ser realizada por um usu\u00e1rio atribu\u00eddo. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No sistema \u00e9 poss\u00edvel criar 3 tipos de tarefas:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Evento<\/strong>: \u00e9 uma atividade que dever\u00e1 ter&nbsp;in\u00edcio e fim previamente estabelecido.&nbsp;A dura\u00e7\u00e3o pode variar em horas ou dias.<\/li>\n\n\n\n<li><strong>Tarefa<\/strong>: diferente do evento s\u00f3 possu\u00ed a data que dever\u00e1 ser conclu\u00edda.<\/li>\n\n\n\n<li><strong>Visita<\/strong>: \u00e9 poss\u00edvel agendar visitas a seus clientes, e ainda controlar quem agendou e quem realizou a mesma.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">E uma Tarefa pode ser vinculada a:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Contatos<\/strong><\/li>\n\n\n\n<li><strong>Oportunidades<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Vale a pena destacar que as <strong>Tarefas<\/strong> vinculadas ser\u00e3o exibidas a todos os usu\u00e1rios, mas somente o usu\u00e1rio respons\u00e1vel pela tarefa poder\u00e1 executar a\u00e7\u00f5es.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Para saber mais leia o artigo: <em><a href=\"https:\/\/docs.procedo.com.br\/easy360\/tarefas\/como-vincular-tarefas-a-contatos-e-oportunidades\/\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;Como vincular uma Tarefa \u00e0 Contatos ou Oportunidades&#8221;<\/a><\/em>.<\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Como criar Tarefas<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse <strong><a href=\"https:\/\/crm.easy360.ind.br\/tarefa\" target=\"_blank\" rel=\"noreferrer noopener\">&#8220;Tarefas&#8221;<\/a><\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a23840de51a3&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a23840de51a3\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" 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\/2017\/01\/image-154-1024x469.png\" alt=\"Acesse Tarefa\" class=\"wp-image-3289\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-154-1024x469.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-154-300x137.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-154-768x351.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-154-60x27.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-154-150x69.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-154.png 1416w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><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\">2) Clique no bot\u00e3o <strong>&#8220;Novo Registro&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3) No modal que ser\u00e1 aberto escolha o <strong>&#8220;Tipo&#8221;<\/strong>, preencha o formul\u00e1rio de cadastro e clique para <strong>Salvar<\/strong>.<\/p>\n\n\n\n<p class=\"has-white-color has-cyan-bluish-gray-background-color has-text-color has-background has-link-color wp-elements-a18968ac1a9bc044910efd29974f2406 wp-block-paragraph\"><strong>ATEN\u00c7\u00c3O:<\/strong> o campo &#8220;Referente a&#8221; \u00e9 obrigat\u00f3rio para o tipo &#8220;Visita&#8221; e atrav\u00e9s deste campo o usu\u00e1rio dever\u00e1 vincular a tarefa \u00e0 um Contato ou Oportunidade.<\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Finalizando uma Tarefa<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Depois de criar uma Tarefa e realizar a atividade o usu\u00e1rio ter\u00e1 a op\u00e7\u00e3o de <strong>&#8220;Finalizar&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1) Acesse uma <strong>Tarefa<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2) Ao lado do bot\u00e3o <strong>Salvar<\/strong> clique no \u00edcone <strong>&#8220;^&#8221;<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3) Clique na op\u00e7\u00e3o <strong>&#8220;Finalizar&#8221;<\/strong>.<\/p>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a23840de5633&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"6a23840de5633\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"584\" 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\/2017\/01\/image-155-1024x584.png\" alt=\"No bot\u00e3o salvar clique para finalizar\" class=\"wp-image-3290\" srcset=\"https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-155-1024x584.png 1024w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-155-300x171.png 300w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-155-768x438.png 768w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-155-60x34.png 60w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-155-150x86.png 150w, https:\/\/docs.procedo.com.br\/easy360\/wp-content\/uploads\/sites\/6\/2017\/01\/image-155.png 1436w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><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\">Uma tarefa <strong>&#8220;Finalizada&#8221;<\/strong> indica que o usu\u00e1rio realizou a atividade designada. Portanto, essa tarefa n\u00e3o ser\u00e1 mais listada nas notifica\u00e7\u00f5es.<\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Entenda os campos<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Lembrete:<\/strong> Os lembretes s\u00e3o utilizados para que o respons\u00e1vel pela tarefa receba uma notifica\u00e7\u00e3o que pode ser por e-mail e\/ou sistema. Para adicionar um lembrete basta escolher uma das op\u00e7\u00f5es no campo \u201cLembrete\u201d dentro do formul\u00e1rio da tarefa.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Respons\u00e1vel:<\/strong> um usu\u00e1rio comum somente poder\u00e1 adicionar o seu respons\u00e1vel. Caso um usu\u00e1rio seja Admin\/Supervisor ser\u00e1 permitido alterar. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Envolvidos:<\/strong> \u00e9 poss\u00edvel adicionar outros usu\u00e1rios que tamb\u00e9m far\u00e3o parte desta tarefa. Usu\u00e1rios envolvidos ser\u00e3o notificados. <\/p>\n<\/div><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Uma Tarefa \u00e9 uma atividade que dever\u00e1 ser realizada por um usu\u00e1rio atribu\u00eddo. <\/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":[20,288,289],"class_list":["post-774","post","type-post","status-publish","format-standard","hentry","category-tarefas","tag-evento","tag-tarefas","tag-visita"],"_links":{"self":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/774","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=774"}],"version-history":[{"count":5,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/774\/revisions"}],"predecessor-version":[{"id":3299,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/posts\/774\/revisions\/3299"}],"wp:attachment":[{"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/media?parent=774"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/categories?post=774"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.procedo.com.br\/easy360\/wp-json\/wp\/v2\/tags?post=774"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}