Tip #2: Vista personalizada de tareas en Zoho Projects

Tip #2: Vista personalizada de tareas en Zoho Projects

Tips and Tricks #02, adaptado de Sushma K S
¡Hola usuarios!

Bienvenidos a una nueva entrega de Tips and Tricks para Zoho Projects. Tras el número anterior, donde comentamos unos consejos rápidos sobre cómo organizar tus proyectos mediante el uso de tareas, hoy hablamos sobre cómo identificar las tareas que buscas a primera vista.

Tip #2: Vista personalizada de tareas en Zoho Projects.

¡La perspectiva lo es todo! Lo que ves, y la forma en que lo ves puede hacerte ágil, o desviar tu atención. La vista personalizada de Zoho Projects es una opción que te permite crear tus propias vistas para las condiciones de tareas que definas. Las vistas personalizadas hacen más fácil que encuentres lo que busques, y por tanto, te mantienen ágil completando tus tareas y proyectos a tiempo.

Por ejemplo, imagina que tienes una empresa dedicada a la construcción de viviendas, y cada vivienda es un proyecto dentro de Zoho Projects. Un cliente, para el que estás reformando un apartamento en la playa, te comunica que quiere arreglar con prioridad algunos desperfectos en el techo, y cambiar el suelo. Como responsable de proyecto, necesitas hacer el seguimiento de las actividades relacionadas con el techo y el suelo, por lo que decides usar una vista personalizada para identificar estas actividades rápidamente.

Para crear una vista personalizada:
  1. Accede al proyecto en el que se encuentren las tareas que buscas.
  2. A continuación de las vistas Clásica, Sin formato y Kanban, accede al desplegable y selecciona + Crear vista personalizada.
  3. Define las condiciones con operadores Y o O para establecer la relación entre las condiciones. En el ejemplo, buscamos tareas que contengan la palabra "techo" y que se encuentren abiertas, o "suelo" y que se encuentren abiertas. Puedes modificar el patrón de criterios en la banda gris para ajustar los criterios como quieras.
  4. Nombra la vista personalizada para identificarla. También puedes añadir una descripción para aportar más información sobre la misma.
  5. En el apartado de Accesibilidad, define qué usuarios pueden tener acceso a esta vista. Esta opción está disponible para los niveles de usuario de Propietario del portal, Administrador, y Manager.
  6. Haz clic en Guardar.





Y así es como se mostrarían las tareas de acuerdo a los criterios que hemos seleccionado:




Como último dato, el número máximo de criterios que puedes incluir al definir las condiciones es de 20. Ésta y más información la puedes encontrar en el siguiente artículo de ayuda.

¡Y hasta aquí el consejo de hoy! Dinos en comentarios si usas las vistas predeterminadas o has creado y utilizado alguna vez una vista personalizada.




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