{"id":1847,"date":"2026-06-17T07:02:05","date_gmt":"2026-06-17T07:02:05","guid":{"rendered":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-task-urile-in-sugarcrm\/"},"modified":"2026-07-25T20:44:50","modified_gmt":"2026-07-25T18:44:50","password":"","slug":"cum-gestionez-task-urile-in-sugarcrm","status":"publish","type":"docs","link":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-task-urile-in-sugarcrm\/","title":{"rendered":"Cum gestionez Task-urile in SugarCRM?"},"content":{"rendered":"<p>Modulul <strong>Tasks<\/strong> din SugarCRM CE v\u0103 ofer\u0103 posibilitatea de a dezvolta un sistem de sarcini pentru dvs. \u015fi angaja\u0163ii dvs. V\u0103 prezent\u0103m mai jos c\u00e2teva informa\u0163ii referitoare la gestionarea Task-urilor.<\/p>\n<h2 id=\"1-accesarea-modulului-tasks\"><strong>1. Accesarea modulului Tasks<\/strong><\/h2>\n<p>Pentru a accesa modulul <strong>Tasks<\/strong>\u00a0 autentifica\u021bi-va ca admin sau utilizator cu acces la acest modul apoi naviga\u021bi la <strong>Activities &gt; Tasks<\/strong>.\u00a0Acest link v\u0103 va redirec\u021biona c\u0103tre o pagin\u0103 dedicat\u0103\u00a0 Taskurilor dvs. iar \u00een urm\u0103torii pa\u0219i ai acestui tutorial v\u0103 vom ar\u0103ta cum s\u0103 le gestiona\u021bi.<\/p>\n<h2 id=\"2-crearea-unui-nou-task\"><strong>2. Crearea unui nou Task<\/strong><\/h2>\n<p>Pentru a crea un nou task da\u0163i click pe butonul <strong>Create Task<\/strong> pe care \u00eel ve\u021bi putea g\u0103si \u00een bara <strong>Actions<\/strong> orizontal\u0103 de sus.<\/p>\n<p>Ve\u0163i fi redirec\u021bionat c\u0103tre o interfa\u021b\u0103 simpl\u0103 care con\u021bine urm\u0103toarele op\u021biuni de configurare ale taskului:<\/p>\n<ul>\n<li><strong>Subject<\/strong> &#8211; Obiectul Task-ului pe care \u00eel crea\u0163i<\/li>\n<li><strong>Status<\/strong> &#8211; Statusul<\/li>\n<li><strong>Start Date<\/strong> &#8211; Data de \u00eencepere<\/li>\n<li><strong>Related to<\/strong> &#8211; \u00cen leg\u0103tur\u0103 cu ce este taskul<\/li>\n<li><strong>Due Date<\/strong> &#8211; Termenul limit\u0103 a taskului<\/li>\n<li><strong>Contact Name<\/strong> &#8211; Dac\u0103 aceast\u0103 not\u0103 ar trebui s\u0103 fie atribuit\u0103 unui contact<\/li>\n<li><strong>Priority<\/strong> &#8211; Prioritatea taskului<\/li>\n<li><strong>Description<\/strong> &#8211; C\u00e2teva cuvinte cu privire la task<\/li>\n<\/ul>\n<p>A doua sec\u021biune a acestei interfe\u0163e <strong>Assignated to<\/strong> este cea \u00een care se specific\u0103 utilizatorul concret care va \u00eendeplini taskul (sarcina).<\/p>\n<h2 id=\"3-editarea-si-stergerea-task-ului\"><strong>3. Editarea \u015fi stergerea Task-ului<\/strong><\/h2>\n<p>Nu toate taskurile pot fi editate. Cele care pot fi editate sunt marcate cu o pictogram\u0103 asem\u0103n\u0103toare unui creion pe care va trebui s\u0103 face\u021bi click dac\u0103 dori\u0163i s\u0103 o edita\u0163i.<\/p>\n<p>Dup\u0103 ce face\u021bi click pe pictograma respectiva vi se va afi\u015fa aceea\u0219i pagin\u0103 pe care a\u021bi accesat-o pentru a ad\u0103uga o sarcin\u0103, cu toate c\u00e2mpurile pre-completate cu informa\u021bii. Modifica\u0163i datele c\u00e2mpurilor dup\u0103 cum dori\u021bi, apoi face\u021bi click pe butonul <strong>Save<\/strong>, astfel \u00eenc\u00e2t s\u0103 pute\u021bi salva modific\u0103rile.<\/p>\n<p><strong>\u015etergerea taskurilor<\/strong> este la fel de simpl\u0103. Utiliz\u00e2nd modulul <strong>Search<\/strong>, lista\u0163i toate taskurile pentru a g\u0103si taskul pe care dori\u0163i s\u0103 \u00eel \u015fterge\u0163i. Selecta\u0163i checkbox-ul aflat \u00eenainte de informa\u021biile call-ului respectiv. \u00cen final da\u0163i click pe pe butonul <strong>Delete<\/strong> din partea de sus a tabelului.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Modulul Tasks din SugarCRM CE v\u0103 ofer\u0103 posibilitatea de a dezvolta un sistem de sarcini pentru dvs. \u015fi angaja\u0163ii dvs. V\u0103 prezent\u0103m mai jos c\u00e2teva informa\u0163ii referitoare la gestionarea Task-urilor. 1. Accesarea modulului Tasks Pentru a accesa modulul Tasks\u00a0 autentifica\u021bi-va ca admin sau utilizator cu acces la acest modul apoi naviga\u021bi la Activities &gt; Tasks.\u00a0Acest &#8230; <a title=\"Cum gestionez Task-urile in SugarCRM?\" class=\"read-more\" href=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-task-urile-in-sugarcrm\/\" aria-label=\"Cite\u0219te mai multe despre Cum gestionez Task-urile in SugarCRM?\">Cite\u0219te mai mult<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"whmcs_kb_id":1640,"footnotes":""},"doc_category":[177],"doc_tag":[257,254,457],"class_list":["post-1847","docs","type-docs","status-publish","hentry","doc_category-sugarcrm","doc_tag-autentificare","doc_tag-management","doc_tag-sugarcrm"],"year_month":"2026-11","word_count":380,"total_views":"21","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Adrian Firican","author_nicename":"techeditor1","author_url":"https:\/\/www.hostx.ro\/kb\/author\/techeditor1\/"},"doc_category_info":[{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-category\/sugarcrm\/"}],"doc_tag_info":[{"term_name":"Autentificare","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/autentificare\/"},{"term_name":"management","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/management\/"},{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/sugarcrm\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cum gestionez Task-urile \u00een SugarCRM - Ghid complet - Centrul de suport HostX<\/title>\n<meta name=\"description\" content=\"Ghid complet pentru gestionarea Task-urilor \u00een SugarCRM. 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