Tip #1: Consejos rápidos para una mejor gestión de tareas en Projects

Tip #1: Consejos rápidos para una mejor gestión de tareas en Projects

Tips and Tricks #01, adaptado de Mughil David
¡Hola usuarios!

Como ya veníamos anunciando, hoy empezamos una nueva serie de Tips and Tricks en español: ¡Tips and Tricks para Zoho Projects! Estas próximas semanas descubriremos cómo mejorar la planificación de nuestros proyectos con la ayuda de esta serie y vuestra participación. ¡Arrancamos!

Tip #1: Consejos rápidos para una mejor gestión de tareas en Projects.

Organiza tus tareas según su nivel
El módulo de Tareas de Zoho Projects es perfecto para desglosar grandes proyectos en pequeñas partes, y visualizarlos en forma de actividades en progreso o a realizar. Para una mejor organización de las tareas, Zoho Projects te permite agruparlas en tres niveles: Lista de Tareas, Tareas, y Subtareas.



Una Lista de Tareas puede contener una agrupación de tareas que pertenezcan a la misma actividad. En este caso, el proyecto está relacionado con las actividades de marketing de una empresa, una de ellas siendo la gestión Redes Sociales (Lista de Tareas), que se sitúa en un primer nivel. Para distinguir las tareas en cada canal o red social, dentro de la lista se crean dos nuevas Tareas: Twitter y YouTube, que se colocan en un segundo nivel. Por último, las tareas a realizar dentro de estos dos canales se convierten en Subtareas, para distinguirse a nivel organizativo de las anteriores.

Para crear cada uno de estos niveles:
  • Puedes agregar Lista de Tareas o Tareas utilizando el botón que se encuentra en la parte superior derecha, con la ayuda de la flecha.
  • Puedes agregar Tareas dentro de cada Listado de Tareas que crees, en la parte inferior de la lista.
  • Puedes crear Subtareas dentro de cada Tarea, en el apartado Subtareas > Agregar Subtareas.
  • También puedes definir los niveles de Tarea y Subtarea desplazando la tarea dentro del Listado de tareas desde su parte izquierda:
    • Arrastrar una tarea hacia un espacio en blanco o espacio entre tareas colocará a la tarea en el mismo nivel que la tarea que se encuentra inmediatamente antes.
    • Arrastrar una tarea dentro de otra tarea la convertirá en subtarea de la misma.
Crea tareas recurrentes
En muchos casos los proyectos tienen tareas que se repiten cada ciertos intervalos. Para ello, la opción de creación de tareas recurrentes es útil. Por ejemplo, si tienes un blog en el que publicas cada semana, la tarea recurrente sería la publicación de la pieza de la semana.
Para crear una tarea recurrente:
  1. Crea la tearea.
  2. Dentro de la tarea, en el apartado de Recurrencia, determina:
    1. La frecuencia de la recurrencia (diaria, semanal, mensual, etc) o la medida (semana)
    2. Definición del periodo: 1 vez cada X frecuencia o medida (por ejemplo 1 vez cada 1 semana)
    3. El número de ocurrencias (¿cuántas veces se repite esta tarea con las características definidas anteriormente?)
  3. Puedes optar por la opción de crear la nueva tarea en el cierre de la anterior.
  4. Guardar.


Estos dos consejos rápidos sobre las tareas te permitirán visualizar (y más importante, realizar y gestionar) los proyectos de forma más estructurada.

¡Y hasta aquí el consejo de hoy! Nos vemos la semana que viene con uno nuevo.

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