{"id":36976,"date":"2021-12-02T15:59:11","date_gmt":"2021-12-02T14:59:11","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=36976"},"modified":"2025-11-27T13:25:54","modified_gmt":"2025-11-27T12:25:54","slug":"vederea-de-azi","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/vederea-de-azi\/","title":{"rendered":"Vederea de azi"},"content":{"rendered":"<h3>Rezumat<\/h3>\n<ul>\n<li><a href=\"#vedereadeazi\" target=\"_self\" rel=\"noopener\">Vederea de azi<\/a><\/li>\n<li><a href=\"#vizualizaresarcini\" target=\"_self\" rel=\"noopener\">Vizualizarea sarcinilor din alte zile<\/a><\/li>\n<li><a href=\"#gestionaresarcini\" target=\"_self\" rel=\"noopener\">Gestionarea sarcinilor<\/a><\/li>\n<li><a href=\"#linkurirapide\" target=\"_self\" rel=\"noopener\">Linkuri rapide<\/a><\/li>\n<\/ul>\n<h3>Vederea de azi<\/h3>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Aten\u021bie: \u00cen func\u021bie de set\u0103rile din pagina de Abonare este posibil ca vederea de azi din sistemul t\u0103u s\u0103 difere de imaginea prezentat\u0103 mai jos.<\/div>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58121 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi.png\" alt=\"\" width=\"2880\" height=\"1626\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi.png 2880w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-1024x578.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-768x434.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-1536x867.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vederea-de-azi-2048x1156.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/p>\n<p style=\"text-align: justify;\">Pagina principal\u0103 a sistemului MiniCRM \u00ee\u0219i propune s\u0103 ofere rapid o vedere de ansamblu asupra zilei curente. Astfel, aceast\u0103 pagin\u0103 va afi\u0219a num\u0103rul de sarcini de realizat \u00een ziua curent\u0103, num\u0103rul de sarcini \u00eent\u00e2rziate (cele care nu au fost finalizate la timp), num\u0103rul de sarcini finalizate deja precum \u0219i num\u0103rul de sarcini am\u00e2nate.<\/p>\n<p style=\"text-align: justify;\">Pe l\u00e2ng\u0103 aceasta, po\u021bi schimba vederea pe care dore\u0219ti s\u0103 o vezi \u00eentre &#8220;Sarcini&#8221; \u0219i &#8220;Carduri&#8221;. Dac\u0103 alegi s\u0103 vizualizezi sarcinile, fiecare r\u00e2nd afi\u0219at reprezint\u0103 o sarcin\u0103 de f\u0103cut (\u00een ideea c\u0103 pe un card pot exista mai multe sarcini de realizat). Dac\u0103 alegi carduri, vei vizualiza doar cardurile care con\u021bin sarcini cu termen de finalizare ziua curent\u0103 \u00eens\u0103 indiferent de c\u00e2te sarcini exist\u0103 pe un card, sistemul va afi\u0219a un singur r\u00e2nd (cardul pe care sunt sarcinile respective).<\/p>\n<h3 id=\"vizualizaresarcini\" style=\"text-align: justify;\">Vizualizarea sarcinilor din alte zile<\/h3>\n<p>Ai posibilitatea s\u0103 setezi un interval de timp pentru care vrei ca \u00een Vederea de azi s\u0103 fie afi\u0219ate carduri \u0219i sarcini. Pentru asta trebuie s\u0103 alegi o dat\u0103 de \u00eenceput \u0219i una de sf\u00e2r\u0219it \u0219i vei vedea toate sarcinile sau cardurile pe care ai sarcin\u0103 \u00een intervalul setat. \u00cen mod implicit, se vor afi\u0219a sarcinile de la data cu cea mai veche sarcin\u0103 p\u00e2n\u0103 \u00een ziua curent\u0103.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58122 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vizualizarea-sarcinilor-din-alte-zile.png\" alt=\"\" width=\"2880\" height=\"1626\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vizualizarea-sarcinilor-din-alte-zile.png 2880w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vizualizarea-sarcinilor-din-alte-zile-300x169.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vizualizarea-sarcinilor-din-alte-zile-1024x578.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vizualizarea-sarcinilor-din-alte-zile-768x434.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vizualizarea-sarcinilor-din-alte-zile-1536x867.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Vizualizarea-sarcinilor-din-alte-zile-2048x1156.png 2048w\" sizes=\"auto, (max-width: 2880px) 100vw, 2880px\" \/><\/p>\n<h3 id=\"gestionaresarcini\" style=\"text-align: justify;\">Gestionarea sarcinilor<\/h3>\n<p>Ai posibilitatea s\u0103 transferi \u00een mas\u0103 sarcinile pe care le ai c\u0103tre al\u021bi colegi sau po\u021bi modifica data sarcinii f\u0103r\u0103 a accesa cardul de oportunitate. Pentru asta, trebuie s\u0103 selectezi afi\u0219area sarcinilor \u0219i vei putea selecta acele sarcini care urmeaz\u0103 s\u0103 fie transferate sau modificate \u0219i din meniul de sus po\u021bi selecta c\u0103tre cine vrei s\u0103 transferi sarcinile sau po\u021bi seta noua dat\u0103 limit\u0103.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58123 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Gestionarea-sarcinilor.png\" alt=\"\" width=\"2304\" height=\"1624\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Gestionarea-sarcinilor.png 2304w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Gestionarea-sarcinilor-300x211.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Gestionarea-sarcinilor-1024x722.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Gestionarea-sarcinilor-768x541.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Gestionarea-sarcinilor-1536x1083.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Gestionarea-sarcinilor-2048x1444.png 2048w\" sizes=\"auto, (max-width: 2304px) 100vw, 2304px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h3 id=\"linkurirapide\" style=\"text-align: justify;\">Linkuri rapide<\/h3>\n<p style=\"text-align: justify;\">\u00cen partea din dreapta paginii vei reg\u0103si o zon\u0103 \u00een care sunt mai multe link-uri rapide care te pot ajuta s\u0103 accesezi anumite func\u021bionalit\u0103\u021bi ale sistemului. Acestea vor fi explicate individual mai jos.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58128 \" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Link-uri-rapide-187x300.png\" alt=\"\" width=\"321\" height=\"515\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Link-uri-rapide-187x300.png 187w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Link-uri-rapide.png 566w\" sizes=\"auto, (max-width: 321px) 100vw, 321px\" \/><\/p>\n<h4>Activare notific\u0103ri<\/h4>\n<p>Aici po\u021bi activa notific\u0103rile din parte sistemului. \u00cen ce situa\u021bii prime\u0219ti notific\u0103ri decizi \u00een Profilul utilizatorului. Mai multe detalii g\u0103se\u0219ti pe <a href=\"https:\/\/www.minicrm.ro\/help\/notificari\/\">pagina dedicat\u0103<\/a>.<\/p>\n<h4>Sincronizare calendar<\/h4>\n<p>MiniCRM poate fi sincronizat cu calendarul t\u0103u Google, Outlook, Android sau iPhone. Mai multe detalii g\u0103se\u0219ti pe <a href=\"https:\/\/www.minicrm.ro\/help\/sincronizarea-cu-calendarul\/\">pagina dedicat\u0103<\/a>.<\/p>\n<h4>Filtrele mele favorite<\/h4>\n<p style=\"text-align: justify;\">\u00cen aceast\u0103 zon\u0103 vor ap\u0103rea toate filtrele marcate de c\u0103tre tine ca \u0219i favorite pentru a le putea accesa rapid \u0219i u\u0219or. Po\u021bi citi mai multe detalii despre cum marchezi un filtru ca favorit \u00een <a href=\"https:\/\/www.minicrm.ro\/help\/filtre\/#filtrefavorite\" target=\"_blank\" rel=\"noopener\">pagina dedicat\u0103<\/a> acestui subiect.<\/p>\n<h4>Carduri deschise recent<\/h4>\n<p>\u00cen acest ecran vei avea o list\u0103 de carduri pe care le-ai deschis recent pentru a putea s\u0103 le g\u0103se\u0219ti u\u0219or. Ele sunt grupate \u00een func\u021bie de companie sau persoan\u0103 de contact (\u00een cazul \u00een care este o persoan\u0103 fizic\u0103). Po\u021bi da click pe simbolul <strong>+\u00a0<\/strong>pentru a extinde meniul si vedea toate cardurile legate de acea companie sau persoan\u0103 pe care le-ai accesat recent.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58133 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Carduri-deschise-recent.png\" alt=\"\" width=\"1920\" height=\"1180\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Carduri-deschise-recent.png 1920w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Carduri-deschise-recent-300x184.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Carduri-deschise-recent-1024x629.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Carduri-deschise-recent-768x472.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Carduri-deschise-recent-1536x944.png 1536w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<h4>Wall of Progress<\/h4>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">\u00cen func\u021bie de op\u021biunile activate \u00een cadrul abonamentului t\u0103u este posibil s\u0103 nu ai acces la aceast\u0103 func\u021bionalitate.<\/div>\n<p style=\"text-align: justify;\">Raportul Wall of Progress \u00ee\u021bi permite s\u0103 vezi toate ac\u021biunile depuse de tine (sau echipa ta dac\u0103 ai rol de administrator) \u00een MiniCRM, \u00een ordine invers cronologic\u0103. Pentru mai multe detalii, consult\u0103 <a href=\"https:\/\/www.minicrm.ro\/help\/raport-wall-of-progress\/\">pagina dedicat\u0103<\/a>.<\/p>\n<h4><\/h4>\n<h4>Mini Academia<\/h4>\n<p>De aici po\u021bi accesa rapid platforma noastr\u0103 de e-learning, Mini Academia. Aceasta con\u021bine cursuri, videoclipuri individuale \u0219i materiale pdf care s\u0103 te ajute s\u0103 \u00eenve\u021bi cum s\u0103 utilizezi MiniCRM.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-58134 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Mini-Academia.png\" alt=\"\" width=\"1024\" height=\"570\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Mini-Academia.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Mini-Academia-300x167.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2021\/12\/Mini-Academia-768x428.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<h4>Help<\/h4>\n<p style=\"text-align: justify;\">Acces\u00e2nd acest link din Vederea de azi vei accesa pagina noastr\u0103 de Help (adic\u0103 aceast\u0103 pagin\u0103). \u00ce\u021bi recomand s\u0103 urm\u0103re\u0219ti din timp \u00een timp aceast\u0103 pagin\u0103 \u00eentruc\u00e2t este actualizat\u0103 constant astfel \u00eenc\u00e2t s\u0103 \u00ee\u021bi oferim informa\u021bii relevante despre sistemul MiniCRM. \u00ce\u021bi recomand de asemenea s\u0103 folose\u0219ti bara de c\u0103utare ori de c\u00e2te ori ai nevoie de informa\u021bii.<\/p>\n<h4>MiniCRM Mobil<\/h4>\n<p style=\"text-align: justify;\">Acest link te va redirec\u021biona c\u0103tre pagina noastr\u0103 de Help unde sunt explicate aplica\u021biile mobile MiniCRM.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rezumat Vederea de azi Vizualizarea sarcinilor din alte zile Gestionarea sarcinilor Linkuri rapide Vederea de azi Aten\u021bie: \u00cen func\u021bie de set\u0103rile din pagina de Abonare este posibil ca vederea de azi din sistemul t\u0103u s\u0103 difere de imaginea prezentat\u0103 mai jos. Pagina principal\u0103 a sistemului MiniCRM \u00ee\u0219i propune s\u0103 ofere rapid o vedere de ansamblu [&hellip;]<\/p>\n","protected":false},"author":54,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2499,2503],"tags":[1389,1404,1341],"class_list":["post-36976","post","type-post","status-publish","format-standard","hentry","category-ghid-de-pornire","category-pentru-utilizatori","tag-firststeps-ro","tag-intro-ro","tag-system-ro"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Vederea de azi - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat Vederea de azi Vizualizarea sarcinilor din alte zile Gestionarea sarcinilor Linkuri rapide Vederea de azi Aten\u021bie: \u00cen func\u021bie de set\u0103rile din\" \/>\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.ro\/help\/vederea-de-azi\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Vederea de azi - 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