{"id":50262,"date":"2023-12-15T19:45:16","date_gmt":"2023-12-15T18:45:16","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=50262"},"modified":"2025-11-27T13:16:26","modified_gmt":"2025-11-27T12:16:26","slug":"sarcini-recurente","status":"publish","type":"post","link":"https:\/\/www.minicrm.ro\/help\/sarcini-recurente\/","title":{"rendered":"Sarcini recurente"},"content":{"rendered":"<h3>Rezumat<\/h3>\n<ul>\n<li><a href=\"#anchor-1\" target=\"_self\" rel=\"noopener\">Ce sunt sarcinile recurente \u0219i cum difer\u0103 ele de sarcinile generate prin automatiz\u0103ri interne?<\/a><\/li>\n<li><a href=\"#anchor-2\" target=\"_self\" rel=\"noopener\">Cum po\u021bi seta o sarcin\u0103 recurent\u0103?<\/a><\/li>\n<li><a href=\"#anchor-3\" target=\"_self\" rel=\"noopener\">Cum se comport\u0103 o sarcin\u0103 recurent\u0103, odat\u0103 ce ai setat-o?<\/a><\/li>\n<li><a href=\"#anchor-4\" target=\"_self\" rel=\"noopener\">Delegarea unei sarcini recurente \u0219i modificarea ei<\/a><\/li>\n<li><a href=\"#anchor-5\" target=\"_self\" rel=\"noopener\">Cum \u00eenchizi \/ schimbi parametri dintr-o sarcin\u0103 recurent\u0103?<\/a><\/li>\n<\/ul>\n<p><iframe loading=\"lazy\" width=\"760\" height=\"415\" src=\"https:\/\/www.youtube.com\/embed\/xBaKEPkQxJs?si=ZJ14cPiln93XLIEf\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/p>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">Pentru a te putea folosi de aceast\u0103 func\u021bionalitate, ai nevoie de add on-ul de Automatiz\u0103ri Interne.<\/div>\n<h3 id=\"anchor-1\" style=\"text-align: justify;\">Ce sunt sarcinile recurente \u0219i cum difer\u0103 ele de sarcinile generate prin automatiz\u0103ri interne?<\/h3>\n<p>\u00cen timp ce sarcinile generate prin automatiz\u0103ri se afl\u0103 \u00eentr-o str\u00e2ns\u0103 leg\u0103tur\u0103 cu o ac\u021biune pe care tu trebuie s\u0103 o faci (precum completarea unui c\u00e2mp, schimbarea unui status, \u00eenchiderea unui anumit tip de sarcin\u0103 etc.), sarcinile recurente sunt bazate, mai degrab\u0103, pe un calendar prestabilit de tine. Ca acestea s\u0103 se genereze, este suficient s\u0103 faci doar ni\u0219te set\u0103ri ini\u021biale.<\/p>\n<h3 id=\"anchor-2\" style=\"text-align: justify;\">Cum po\u021bi seta o sarcin\u0103 recurent\u0103?<\/h3>\n<p>Primul pas pentru a crea o sarcin\u0103 recurent\u0103 este s\u0103 dai click pe butonul verde <strong>Sarcin\u0103 nou\u0103<\/strong> \u0219i s\u0103 \u00eencepi cu set\u0103rile de baz\u0103 ale acesteia: textul sarcinii, de\u021bin\u0103torul, tipul, durata, participan\u021bii \u0219i, dac\u0103 e cazul, elementele de checklist aferente. Tot acum po\u021bi s\u0103 urci \u0219i orice document vei dori s\u0103 iei cu tine \u0219i \u00een urm\u0103toarele sarcini.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50268 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.42.24.png\" alt=\"\" width=\"684\" height=\"631\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.42.24.png 684w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.42.24-300x277.png 300w\" sizes=\"auto, (max-width: 684px) 100vw, 684px\" \/><\/p>\n<p>C\u00e2t prive\u0219te <strong>Data realiz\u0103rii<\/strong>, \u021bine cont c\u0103 aceasta va trebui setat\u0103\u00a0\u00een func\u021bie de c\u00e2nd o s\u0103 dore\u0219ti s\u0103 aib\u0103 loc prima sarcin\u0103 din serie.<\/p>\n<p>Click pe butonul de <strong>Recuren\u021b\u0103<\/strong> din dreapta \u0219i activeaz\u0103 \u00eentrerup\u0103torul.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-50271\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.46.48.png\" alt=\"\" width=\"295\" height=\"488\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.46.48.png 295w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.46.48-181x300.png 181w\" sizes=\"auto, (max-width: 295px) 100vw, 295px\" \/><\/p>\n<p>\u00cen continuarea datei pe care ai trecut-o la <strong>Data realiz\u0103rii<\/strong>, pentru cea de-a doua sarcin\u0103 din \u0219ir, va trebui s\u0103 completezi \u0219i c\u00e2mpul de <strong>Data de \u00eencepere a recuren\u021bei*<\/strong>.<\/p>\n<p>Prin c\u00e2mpul de <strong>Frecven\u021ba recuren\u021bei<\/strong>, \u00eei vei indica sistemului care este distan\u021ba de timp \u00een baza c\u0103reia vei dori ca aceast\u0103 sarcin\u0103 s\u0103-\u021bi fie deschis\u0103 (ex: 1 zi = o sarcin\u0103 pe zi, 2 zi = o sarcin\u0103 la dou\u0103 zile, 3 zi = o sarcin\u0103 la trei zile etc.)<\/p>\n<p>&#8230;iar prin c\u00e2mpul de <strong>Sarcini \u00eenregistrate \u00een avans<\/strong> sistemul va \u0219tii c\u00e2te sarcini din \u0219ir s\u0103 \u00ee\u021bi aduc\u0103 \u00een c\u00e2mpul vizual pe cardul de oportunitate.<\/p>\n<p>Odat\u0103 ce ai stabilit ace\u0219ti parametri, click pe butonul albastru <strong>Salveaz\u0103<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-50274\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.59.36.png\" alt=\"\" width=\"857\" height=\"679\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.59.36.png 857w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.59.36-300x238.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-19.59.36-768x608.png 768w\" sizes=\"auto, (max-width: 857px) 100vw, 857px\" \/><\/p>\n<h3 id=\"anchor-3\" style=\"text-align: justify;\">Cum se comport\u0103 o sarcin\u0103 recurent\u0103, odat\u0103 ce ai setat-o?<\/h3>\n<p>\u00cen func\u021bie de c\u00e2te sarcini \u00eenregistrate \u00een avans ai selectat, sistemul \u00ee\u021bi va deschide imediat at\u00e2t sarcina de baz\u0103, c\u00e2t \u0219i urm\u0103toarele sarcini din \u0219ir.<\/p>\n<p>Dup\u0103 cum po\u021bi vedea \u0219i \u00een imaginea de mai jos, acestea con\u021bin toate elementele sarcinii de baz\u0103, mai pu\u021bin comentariile.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-50277\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.04.21-1024x688.png\" alt=\"\" width=\"1024\" height=\"688\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.04.21-1024x688.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.04.21-300x202.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.04.21-768x516.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.04.21.png 1131w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<div>Pe m\u0103sur\u0103 ce timpul trece, \u0219irul se va auto-continua.<\/div>\n<div><\/div>\n<div><\/div>\n<div>\u00cen exemplul de mai sus, pe data de 22 decembrie, se va deschide urm\u0103toarea cea de-a treia sarcin\u0103 din \u0219ir, adic\u0103 cea de pe 12 ianuarie. Filosofia din spate este ca, \u00eentodeauna, s\u0103 ai o sarcin\u0103 curent\u0103, plus altele \u00eenc\u0103 trei \u00een avans (sau oric\u00e2te setezi tu \u00een momentul personaliz\u0103rii).<\/div>\n<div><\/div>\n<div><\/div>\n<div>Felul \u00een care interac\u021bionezi cu sarcinile din trecut nu va impacta \u00een niciun fel \u0219irul. Acesta va deschide sarcini strict \u00een baza calendarului setat.<\/div>\n<div><\/div>\n<div><\/div>\n<div>Nu conteaz\u0103 dac\u0103 sarcinile de pe 22 dec., 29 dec. \u0219i 5 ian. ar fi fost am\u00e2nate ori \u00eenchise cu succes, f\u0103r\u0103 succes, sau chiar deloc. Pe data de 22 dec. s-ar fi generat oricum sarcina \u00een avans 3, pe 12 ianuarie.<\/div>\n<div><\/div>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-50280 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.13.36.png\" alt=\"\" width=\"852\" height=\"556\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.13.36.png 852w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.13.36-300x196.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.13.36-768x501.png 768w\" sizes=\"auto, (max-width: 852px) 100vw, 852px\" \/><\/div>\n<div>\n<h3 id=\"anchor-4\" style=\"text-align: justify;\">Delegarea unei sarcini recurente \u0219i modificarea ei<\/h3>\n<p>Data realiz\u0103rii unei sarcini recurente poate fi modificat\u0103 f\u0103r\u0103 niciun impact asupra celorlalte sarcini din \u0219ir (din trecut, din viitor, sau doar pe cale de a fi deschise).<\/p>\n<\/div>\n<div class=\"alert alert-danger\" style=\"text-align: justify;\">La fel ca sarcinile normale, \u0219i sarcinile recurente pot fi delegate c\u0103tre un alt coleg din <strong>Vederea de azi<\/strong>. Totu\u0219i, atunci c\u00e2nd delegarea are loc din panoul <strong>Vederii de azi<\/strong>, aceasta va viza doar sarcina \u00een cauz\u0103, neafect\u00e2nd restul \u0219irului din care face parte.<\/div>\n<p>C\u00e2t prive\u0219te restul elementelor ce pot fi modificate, de la de\u021bin\u0103tor la documente ata\u0219ate, vei putea alege \u00eentre dou\u0103 op\u021biuni:<\/p>\n<ul>\n<li>po\u021bi opta ca modific\u0103rile f\u0103cute s\u0103 afecteze o singur\u0103 sarcin\u0103 din \u0219ir<\/li>\n<li>ori po\u021bi opta ca modific\u0103rile s\u0103 se aplice \u00een cazul tuturor sarcinilor, inclusiv al acelora cu data realiz\u0103rii \u00eentr-un moment anterior sarcinii modificate<\/li>\n<\/ul>\n<p>\u00cen momentul \u00een care dore\u0219ti s\u0103 alterezi o sarcin\u0103 dintr-un \u0219ir, vei putea indica inten\u021bia ta prin urm\u0103toarea c\u0103su\u021b\u0103 de dialog care \u021bi se va deschide atunci c\u00e2nd dai click pe <strong>Salveaz\u0103<\/strong>:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-50283\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.22.08.png\" alt=\"\" width=\"682\" height=\"629\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.22.08.png 682w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.22.08-300x277.png 300w\" sizes=\"auto, (max-width: 682px) 100vw, 682px\" \/><\/p>\n<p>Dac\u0103 vei dori s\u0103 modifici doar anumite sarcini, va trebui s\u0103 faci acest lucru manual, cu fiecare sarcin\u0103 vizat\u0103 \u00een parte.<\/p>\n<h3 id=\"anchor-5\" style=\"text-align: justify;\">Cum \u00eenchizi\/schimbi parametri \u00eentr-o sarcin\u0103 recurent\u0103?<\/h3>\n<p>Exist\u0103 dou\u0103 modalit\u0103\u021bi prin care po\u021bi dezactiva sarcinile recurente din sistemul t\u0103u:<\/p>\n<ul>\n<li>prin dezactivarea unui singur \u0219ir odat\u0103, manual<\/li>\n<li>\u00een \u00eentregime, automat<\/li>\n<\/ul>\n<p>Pentru a dezactiva un \u0219ir de sarcini, este suficient ca doar s\u0103 intri pe una dintre sarcinile din acesta \u0219i s\u0103 \u201estingi\u201d \u00eentrerup\u0103torul:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-50286\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.26.27.png\" alt=\"\" width=\"324\" height=\"358\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.26.27.png 324w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2023\/12\/Screenshot-2023-12-15-at-20.26.27-272x300.png 272w\" sizes=\"auto, (max-width: 324px) 100vw, 324px\" \/><\/p>\n<p>Dac\u0103 dore\u0219ti s\u0103 dezactivezi toate sarcinile recurente din sistemul t\u0103u, po\u021bi face acest lucru prin a debifa add on-ul de <strong>Automatiz\u0103ri interne<\/strong> din sec\u021biunea de <strong>Abonare<\/strong>. Dup\u0103 15 minute, toate sarcinile recurente (precum \u0219i secven\u021bele de follow-up interne) vor deveni inactive.<\/p>\n<p>Dup\u0103 ce re-activezi <strong>Automatiz\u0103rile interne<\/strong>, va trebui s\u0103 re-activezi manual \u0219i acele sarcini \u0219i secven\u021be de follow-up pe care vei dori s\u0103 le p\u0103strezi.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/cS0tBGqjq20?si=Uq9r5xILU0hvUvFn\" 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","protected":false},"excerpt":{"rendered":"<p>Rezumat Ce sunt sarcinile recurente \u0219i cum difer\u0103 ele de sarcinile generate prin automatiz\u0103ri interne? Cum po\u021bi seta o sarcin\u0103 recurent\u0103? Cum se comport\u0103 o sarcin\u0103 recurent\u0103, odat\u0103 ce ai setat-o? Delegarea unei sarcini recurente \u0219i modificarea ei Cum \u00eenchizi \/ schimbi parametri dintr-o sarcin\u0103 recurent\u0103? Pentru a te putea folosi de aceast\u0103 func\u021bionalitate, ai [&hellip;]<\/p>\n","protected":false},"author":108,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2499,2503],"tags":[1785,1779],"class_list":["post-50262","post","type-post","status-publish","format-standard","hentry","category-ghid-de-pornire","category-pentru-utilizatori","tag-recurente","tag-sarcini"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sarcini recurente - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Rezumat Ce sunt sarcinile recurente \u0219i cum difer\u0103 ele de sarcinile generate prin automatiz\u0103ri interne? Cum po\u021bi seta o sarcin\u0103 recurent\u0103? 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Cum po\u021bi seta o sarcin\u0103 recurent\u0103? 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