Topico

Utilizar mi día para administrar tareas y citas

Topico Progress:

Introducción

La página "My Day" consolida las tareas y las citas en una sola página. Con My Day, puede centrarse en un área de Infusionsoft para realizar sus actividades diarias en lugar de saltar a varias páginas en Infusionsoft. El panel izquierdo contiene tareas y citas. El panel grande a la derecha muestra los detalles de las tareas y las citas que selecciona de la izquierda.

Para acceder a "My Day", pase el mouse sobre el icono Inicio y haga clic en "My Day".

Instrucciones paso a paso

1 - Administrar tareas

El panel de tareas muestra hasta 250 tareas asignadas a usted. Las tareas se ordenan por la fecha de vencimiento, luego la prioridad, y se organizan en uno de estos cuatro grupos:

* Vencido - Tareas vencidas
* Hoy - Tareas que se deben hoy
* Mañana - Tareas que se deben mañana
* Algún día - Tareas que no se han asignado una fecha de vencimiento

Cada uno de estos grupos puede colapsarse o expandirse haciendo clic en el nombre del grupo.


Tenga en cuenta: Este estado no se guarda. Cuando salga de MyDay y regrese, los grupos se restablecerán a todos los grupos ampliados. Si no hay tareas en el grupo, el nombre del grupo se oculta. Si hay más de 250 tareas en el panel de tareas, todas las demás tareas se transferirán a la vista "Todas las tareas". Se le avisará que ha superado el límite de 250 exposiciones. Puede hacer clic en el botón Todas las tareas para ver estas tareas.

- Título de la tarea: Si el título de su tarea es demasiado largo, sólo pase el ratón sobre la tarea para revelar el título completo.


- Fecha de vencimiento: la fecha de vencimiento representa la fecha en que la tarea se debe

- Asociación de contactos: si la tarea está asociada a un registro de contacto, aparecerá un icono de persona en la tarea


- Tipo de tarea: puede ser correo electrónico, llamada, cita, carta u otro.


- Icono de prioridad: el icono de prioridad sólo se muestra si especifica una prioridad en una tarea. Las prioridades se han migrado al nuevo modelo de datos de tareas y se representan como puntos coloreados que representan la gravedad de la prioridad. Rojo = Crítico, Naranja = Esencial y si no hay un icono de color = No esencial.


2 - Agregar una tarea

Para agregar una tarea, escriba el título de la tarea en el campo Nueva tarea y pulse Intro en el teclado (o haga clic en el botón Agregar ). Las tareas recién creadas aparecen debajo del campo Tarea nueva y por encima de los grupos de tareas. Estas nuevas tareas incluyen el título de la tarea y un icono de eliminación (lo que le permite eliminar rápidamente una nueva tarea).

Cuando se crea la tarea, se selecciona y se muestra automáticamente en la vista de trabajo. Aquí, se pueden agregar detalles adicionales a la tarea:

-Fecha de vencimiento
-Contacto
-Tipo de tarea
-Prioridad
-Descripción

3 - Editar una tarea

- Para editar una tarea en el panel de trabajo, haga clic en una tarea en el panel izquierdo para seleccionarla.


- Los detalles de la tarea aparecerán en el panel derecho, junto con los iconos para Editar y Eliminar. Haga clic en el icono Editar en el panel derecho para abrir la pantalla de tareas de edición.


- La pantalla de edición es la misma que la pantalla de creación.


Una vez que se ha editado y guardado una tarea, la tarea permanece seleccionada en la lista y el panel derecho muestra los detalles de la tarea. Si se ha cambiado la fecha de vencimiento y la tarea ya no cae en los criterios de visualización de la ficha de trabajo, el panel derecho volverá a la vista predeterminada en blanco.


4 - Completar una tarea

Para completar una tarea desde la pestaña Trabajo, simplemente haga clic en la marca de verificación junto al título de la tarea. La tarea completada se eliminará de la pestaña Trabajar y se archivará en el informe Nota de la tarea en Admin> Informes.


Para las tareas que tienen escenarios (resultados) de finalización de legado que activan la automatización, se le presenta un modal con opciones de escenario cuando se hace clic en la casilla de verificación. Debe elegir un escenario y hacer clic en Guardar para completar la tarea.


Una vez que se ha completado una tarea, los detalles de la tarea se presentan en un estado de sólo lectura y no se pueden eliminar ni editar. Si hay un contacto asociado con la tarea y el registro de contacto está mostrando, seguirá siendo capaz de realizar acciones en el panel de acciones de la tarjeta de visita.

5 - Administrar citas

El panel de citas en la página MyDay muestra sus citas para hoy y mañana. Cada cita incluye:

- Título de la cita (Carácter limitado a una línea Si el título necesita extenderse más allá de una línea, se acorta con elipses.
- Hora de inicio y hora de finalización
- Ubicación (sólo se muestra si especifica la ubicación.)
- Asistente (sólo se puede adjuntar un asistente a una cita).

El panel de citas permite que se puedan ver hasta tres citas al mismo tiempo. Si hay más de tres citas entre hoy y mañana, aparecerá una barra de desplazamiento que le permitirá desplazarse por el panel de citas. No hay límite para el número de citas que se pueden mostrar en este panel.

Tenga en cuenta: La altura del panel es sensible según su resolución.

Altura = 768 px o menos: Una cita aparecerá a la vez
Altura = 800 px: Dos citas aparecerán a la vez
Altura = 960 px o superior: Tres citas aparecerán al mismo tiempo

Las citas consisten en los siguientes elementos:

* Título - El título es obligatorio
* Contacto (opcional) - Si la cita está vinculada a un registro de contacto, comience a escribir el nombre de la persona y elija la persona de la lista desplegable.
* Ubicación (opcional): introduzca el nombre de la ubicación de la cita.
* Fecha / hora de inicio
* Fecha / hora de finalización
* Descripción - Detalles opcionales que puede ingresar.

comentarios

  1. oprol evorter

    You made some decent points there. I looked on the internet for the topic and found most people will approve with your site.

  2. are coconut oil

    I do trust all of the concepts you’ve offered on your post.
    They’re very convincing and can definitely work.
    Nonetheless, the posts are very quick for beginners.
    Could you please extend them a bit from next time? Thanks
    for the post.

  4. ps4 games

    First of all I want to say terrific blog! I had a quick question which I’d like to
    ask if you don’t mind. I was interested to find out how you center yourself and clear
    your mind prior to writing. I’ve had a difficult time clearing my thoughts in getting my ideas out.
    I do enjoy writing however it just seems
    like the first 10 to 15 minutes tend to be lost simply
    just trying to figure out how to begin. Any recommendations or tips?
    Appreciate it!

  5. ps4 games

    Hi there, I found your website by means of Google at the same time as looking for a similar topic, your site
    got here up, it looks good. I have bookmarked it in my google bookmarks.

    Hi there, simply changed into aware of your blog thru
    Google, and found that it is truly informative.
    I am gonna watch out for brussels. I’ll be grateful for
    those who continue this in future. Many other people will likely be benefited from your writing.
    Cheers!

  6. quest bars cheap

    Good replies in return of this matter with genuine arguments and explaining
    the whole thing regarding that.

  7. quest bars cheap

    Do you have a spam problem on this site; I also am a blogger, and I was curious about your situation;
    many of us have developed some nice methods and we
    are looking to swap solutions with other folks, why not shoot me an e-mail if interested.

  8. quest bars cheap coupon twitter

    I really like your blog.. very nice colors & theme.
    Did you create this website yourself or did you hire someone to do it for
    you? Plz answer back as I’m looking to design my own blog and would like to know where u
    got this from. thanks a lot

  9. quest bars cheap

    You are so interesting! I do not think I have read through anything like that
    before. So great to discover somebody with genuine thoughts on this topic.
    Seriously.. many thanks for starting this up. This web site is
    something that is needed on the web, someone with a little
    originality!

  10. ps4 games

    For most recent information you have to visit web and on world-wide-web I
    found this web site as a finest website for most
    recent updates.

  11. quest bars cheap

    You really make it seem so easy with your presentation but I find this topic to be really
    something which I think I would never understand. It seems too complex and very broad for
    me. I’m looking forward for your next post, I will try to get the hang of
    it!

  12. quest bars cheap

    I don’t know whether it’s just me or if perhaps everybody else
    experiencing problems with your blog. It looks like some of the text on your content are running
    off the screen. Can someone else please comment and let me know if
    this is happening to them as well? This may be a problem
    with my internet browser because I’ve had this happen previously.

    Many thanks

  13. quest bars cheap

    These are really fantastic ideas in concerning blogging.
    You have touched some pleasant factors here. Any way
    keep up wrinting.

  14. ps4 games

    Hi, everything is going fine here and ofcourse every one is sharing facts, that’s truly fine, keep up writing.

  15. ps4 games

    Hello, Neat post. There’s a problem along with your web site in internet explorer,
    would test this? IE still is the market chief and a good part of people will pass
    over your fantastic writing because of this problem.

  16. coconut oil

    Hey There. I found your blog using msn. This is an extremely well written article.
    I’ll be sure to bookmark it and return to read more of your useful info.
    Thanks for the post. I’ll definitely comeback.

  17. coconut oil

    hello there and thank you for your information – I have definitely picked up anything new from right here.
    I did however expertise several technical issues using this site, since
    I experienced to reload the web site many times previous to I could get it to load properly.
    I had been wondering if your hosting is OK?
    Not that I’m complaining, but slow loading instances times will sometimes affect your placement
    in google and could damage your high-quality score if advertising and marketing with Adwords.

    Well I am adding this RSS to my email and could look out for much more of your respective intriguing content.
    Make sure you update this again soon.

  18. coconut oil

    Hi there! I know this is kinda off topic but I was wondering which blog platform are you using for this website?
    I’m getting fed up of WordPress because I’ve had issues with hackers and I’m looking at options for
    another platform. I would be fantastic if you could point me
    in the direction of a good platform.

  19. coconut oil

    We are a group of volunteers and starting a brand new scheme in our community.
    Your web site offered us with helpful information to work on. You have done
    a formidable process and our whole community can be grateful to you.

  21. sling tv

    Ahaa, its nice conversation regarding this article at this place
    at this weblog, I have read all that, so now me also commenting
    at this place.

  23. sling tv

    An outstanding share! I’ve just forwarded this onto a coworker who was doing a little research
    on this. And he in fact bought me dinner because
    I discovered it for him… lol. So allow me to reword this….
    Thanks for the meal!! But yeah, thanks for spending
    the time to talk about this topic here on your web page.

  24. https://asksylphoflight.tumblr.com/ sling tv

    of course like your web-site but you need to take a look
    at the spelling on several of your posts. Several
    of them are rife with spelling issues and I to find it very troublesome to inform
    the truth then again I’ll definitely come back again.

  25. sling tv

    Attractive section of content. I just stumbled upon your website and
    in accession capital to assert that I get in fact enjoyed account
    your blog posts. Any way I will be subscribing to your feeds and even I achievement you access consistently fast.

  26. sling tv

    Hi there to all, how is everything, I think every one is getting more from this site,
    and your views are pleasant for new users.

  27. sling tv

    This post is actually a good one it helps new web people,
    who are wishing for blogging.

  28. sling tv

    Heya i am for the primary time here. I came across this board and I in finding It really useful & it helped me out much.

    I hope to provide one thing again and aid others such as you
    helped me.

  29. Bebe Shows

    I am extremely impressed with your writing skills and also with the layout on your weblog. Is this a paid theme or did you modify it yourself? Anyway keep up the excellent quality writing, it is rare to see a nice blog like this one today..

  38. warnetqq

    893726 968566magnificent submit, very informative. I ponder why the opposite experts of this sector dont realize this. You should proceed your writing. Im sure, youve a fantastic readers base already! 794705

  39. Study in Uganda

    489196 734763I recognize theres lots of spam on this internet site. Do you require help cleansing them up? I may assist among courses! 191893

  43. car accident greensboro

    141140 986593This is such a terrific resource that you are offering and you supply out at no cost. I appreciate seeing websites that realize the worth of offering a perfect beneficial resource totally no cost. I genuinely loved reading your submit. 418636

  56. 도미바카라

    900175 954446Hello Guru, what entice you to post an article. This post was incredibly fascinating, specifically since I was searching for thoughts on this topic last Thursday. 513837

  114. sex asmr

    I think this is a real great article.Really looking forward to read more. Fantastic.

Tu dirección de correo electrónico no será publicada. Los campos obligatorios están marcados con *