Dépendance entre tâches

Dépendance entre tâches




Certaines tâches doivent être accomplies dans un ordre particulier. Lorsque la réalisation d'une certaine tâche dépend du résultat d'une autre, la dépendance permet de les associer et de déterminer un ordre de travail. La diagramme de Gantt fournit une vue d'ensemble de vos tâches de bout en bout en vous aidant à les suivre facilement.

Types de dépendance

Zoho Projects supporte quatre types de dépendance :
a. Finish-To-Start (FS) : La tâche successeur ou dépendante ne peut pas commencer tant que la tâche précédente ou principale n'est pas terminée.
b. Start-To-Start (SS) : La tâche successeur ou dépendante ne peut pas commencer tant que la tâche prédécesseur ou principale n'a pas démarré.
c. Finish-To-Finish (FF) : Une tâche (successeur/prédécesseur) ne peut être terminée tant que l'autre tâche n'est pas terminée.
d. Start-To-Finish (SF) : La tâche successeur ou dépendante peut être achevée lorsque la tâche prédécesseur ou parent est sur le point de commencer.

Paramétrer la dépendance des tâches

Ces paramètres vous aident à configurer les paramètres de dépendance des tâches et à définir le type de dépendance par défaut. Avancez ou prolongez les dates des tâches successeurs ou reprogrammez-les en fonction de la date d'achèvement de la tâche prédécesseur et plus encore.

Avantages

  • Avancer les dates des tâches successeurs en cas d'avancement de la tâche prédécesseur.
  • Prolonger les dates d'échéance des tâches successeurs si la tâche prédécesseur est prolongée.
  • Modifier le calendrier des tâches successeurs en fonction de l'achèvement des tâches prédécesseurs.

Régler les paramètres des dépendances

  • Sélectionnez Zoho Projects >> Paramètres >> Configuration du portail >> Tâche et feuille de temps
  • Depuis l'onglet "Dépendance entre tâches" vous pouvez paramétrer la dépendance entre tâches.

  • Vous pouvez également régler la dépendance depuis l’icône "Paramètres dépendance" à droite de la page du diagramme de Gantt.

Note: "La dépendance par défaut - Automatique" est un type de dépendance qui sera attribué automatiquement en fonction des dates spécifiées pour les tâches principales et secondaires. Le mode automatique est le plus utile lorsque vous ne souhaitez pas décaler les dates de la tâche secondaire même si elles sont décalées pour la tâche principales.

Définir la dépendance dans le diagramme de Gantt (Chronologie)

Les dépendances peuvent être définies au sein d'un même projet ou entre les différents projets.

Entre les tâches de même projet ou entre les différents projets

  • Sélectionnez un projet précis >> Gantt et rapports >> Diagramme de Gantt.
  • Notez que dans la liste déroulante à droite, "Chronologie" est sélectionnée.

  • Survolez sur la tâche depuis laquelle vous voulez créer la dépendance et allez sur l'info. Vous pouvez y trouver des informations telles que la personne chargée de la tâche, la date de début, la date de fin, le statut de la tâche et les tâches précédentes/suivantes.



  • Choisissez entre les onglets "Prédécesseurs" et "Successeurs" en fonction de la dépendance que vous souhaitez créer, puis cliquez sur "Ajouter un prédécesseur" ou "Ajouter un successeur".
  • Dans la liste déroulante "Sélectionnez un projet", le nom de votre projet actuel sera affiché. Saisissez le nom de la tâche que vous souhaitez associer et cliquez sur "Définir la dépendance".

  • Si vous souhaitez créer une dépendance de tâche entre deux projets différents, choisissez un projet différent depuis la liste déroulante "Sélectionnez un projet", saisissez le nom de la tâche et créez la dépendance.


  • Vous pouvez également définir la dépendance depuis la barre de tâche dans le diagramme de Gantt. Cliquez et glissez une ligne depuis la barre de tâche principale et la tâche ciblée dans le diagramme de Gantt. Une dépendance est créée.


Modifier le type de dépendance

  • A partir de la page du diagramme de Gantt, allez sur la tâche pour laquelle vous souhaitez modifier le type de dépendance, cliquez sur l'info.
  • Choisissez entre l'onglet Prédécesseurs et Successeurs en fonction de la dépendance qui a été créée.
  • Cliquez près de la dépendance actuelle pour la modifier.

  • Vous pouvez aussi faire ceci depuis la barre de dépendance sur le diagramme de Gantt.

Dissocier la dépendance

  • A partir de la page du diagramme de Gantt, allez sur la tâche que vous voulez dissocier, cliquez sur l'info.
  • Survolez sur la dépendance et cliquez sur le bouton "Dissocier"

  • Vous pouvez aussi faire ceci depuis la barre de dépendance sur le diagramme de Gantt.


Définir la dépendance dans le diagramme de Gantt (Jalon)

  • Sélectionnez un projet précis >> Gantt et rapports >> Diagramme de Gantt.
  • Notez que dans la liste déroulante à droite, "Jalon" est sélectionné.

  • Suivez les mêmes étapes que celles indiquées ci-dessus depuis le diagramme de Gantt (jalon)

Merci !

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

    • Cost of good field

      Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?

    • How to create auto populate field based on custom module in Zoho CRM?

      Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification

    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Office 365 and CRM mail integration: permission required

      Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

    • Tables improvement ideas / features

      Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

    • Deluge - Can't get phone number SalesIQ

      Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • Zoho Desk - Community

      As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.

    • access to quartz for my customers

      Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/

    • Issue with Inline Images in Email Reply via Zoho Desk API

      Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

    • How to search a value stored in a subform?

      Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,

    • Field Dependency Not Working on Detail Page in Zoho Desk

      Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

    • How do the keyword critera work?

      Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

    • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

      I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

    • Improving Collaboration Features in Zoho Portal

      Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we

    • Automated Shopify Emails Not Being Delivered

      I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive

    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

    • Send a campaign to one recipient.

      Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if

    • Try FSM again for our business

      We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.

    • Use Zoho Books to bill for work done in Zoho Desk??

      I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time

    • Get Cliq Meetings in my O365 calendar

      Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

    • Issue with Zoho Help Portal – Tickets Missing or Not Answered

      Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the

    • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

      Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can

    • Zoho Forms - Form Rules based on attachment fields

      Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules

    • How to sync from Zoho Projects into an existing Sprint in Zoho Sprints?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • Can't open draft email for editing

      Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.

    • Open filtered deals from campaign

      Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,

    • Change scheduling emails time

      When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn

    • Zoho CRM: how can I control which contacts to sync with Outlook?

      I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.

    • How to overcome limitations in meetings

      As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the

    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

    • Add a 'Log a Call' link to three dot icon in Canvas

      Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

    • Syncing Zoho Forms with Bigin - Embedding issue?

      Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding

    • Can not add fields to a Section

      I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What

    • Record Logged in User while using CRM lookup field

      Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted

    • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

      I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:

    • Next Page