Tip #5: Personaliza los estados de tareas en Zoho Projects

Tip #5: Personaliza los estados de tareas en Zoho Projects

Tips and Tricks #5, adaptado de Sushma K S
¡Hola usuarios Zoho!

Siguiendo con la serie de Tips and Tricks para Zoho Projects, hoy presentamos un nuevo truco para que puedas adaptar Zoho Projects a tus procesos. No olvides consultar el resto de consejos de la serie después de leer este. ¡Empezamos!

Tip #5: Personaliza los estados de tareas en Zoho Projects.
Los estados de tareas nos ayudan a determinar el progreso de las mismas, y a hacer seguimiento de los proyectos. Por defecto, Zoho Projects ofrece varios estados para determinar el progreso de las tareas - y en caso de quererlo, tú puedes personalizar estos estados para que se adapten a tu negocio, o al tipo de tareas y proyectos que gestiones desde la aplicación. 

Pongamos un ejemplo: ConsumoCultura, una empresa que ofrece productos y experiencias gastronómicas, registra servicios de catering, como los almuerzos, en su proyecto Catering ConsumoCultura. La organización de cada uno de estos servicios requiere de:
  • Materias primas (alimentos y bebidas).
  • Utilería.
  • Instalaciones.
  • Personal.
  • Y otro material eléctrico.
La persona encargada de la gestión del proyecto necesita determinar las fases del progreso de las tareas, de una forma más específica. Por ejemplo, si una de las tareas es conseguir la utilería para uno de los eventos, los estados que necesita son:
  1. No empezado.
  2. Solicitado en almacén.
  3. En transporte.
  4. En servicio.
  5. En limpieza.
  6. Devolución a almacén.
  7. Retraso.
  8. Perdido.
Por lo que puede adaptar los estados por defecto a los que necesita. Para cambiar los estados:
  1. Accede a Configuración > Configuración del portal > Diseños y campos > Tareas.
  2. Selecciona el diseño que quieras cambiar. En este caso, el diseño es Utilería.
  3. En el campo Estado de tarea, haz clic en Personalizar.


      4. Desde esta apartado, podrás cambiar los estados, definir nombres y colores para cada uno, y también si el estado mantiene abierta la tarea, o la cierra.



El orden en esta apartado será el orden de aparición de los estados en las tareas, por lo que es recomendable ordenarlos según el proceso. Además, puedes agregar más estados si es necesario.

      5. Determina el estado determinado para las tareas que acabas de crear.
      6. Aplica cambios.
      7. Guarda el diseño.

Al igual que este ejemplo, tus procesos pueden necesitar de estados de tarea determinados, por lo que te animo a que pruebes a editarlos a tu manera.

Si necesitas más información sobre la personalización de campos en Zoho Projects, puedes consultar este enlace, o consultarnos a nosotros.

¡Y hasta aquí el consejo de hoy! ¿Tienes personalizados los estados de tareas? Cuéntanos cómo las utilizas tú.


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