{"id":812,"date":"2025-08-11T14:31:39","date_gmt":"2025-08-11T14:31:39","guid":{"rendered":"https:\/\/rs.quarticon.com\/jak-utworzyc-zadanie-dla-transakcji-deala-w-pipelinie\/"},"modified":"2025-08-12T15:38:13","modified_gmt":"2025-08-12T15:38:13","slug":"jak-utworzyc-zadanie-dla-transakcji-deala-w-pipelinie","status":"publish","type":"post","link":"https:\/\/help.quarticon.com\/pl\/jak-utworzyc-zadanie-dla-transakcji-deala-w-pipelinie\/","title":{"rendered":"Jak utworzy\u0107 zadanie dla transakcji (deala) w pipelinie?"},"content":{"rendered":"<article class='jsx-ef86202475c6562f '>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Zadania to rzeczy do zrobienia, kt\u00f3re mo\u017cesz utworzy\u0107 dla swoich transakcji. W tym artykule poka\u017cemy Ci, jak to zrobi\u0107.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>1. <\/b>Przejd\u017a do zak\u0142adki <b>Deals i <\/b>znajd\u017a transakcj\u0119, dla kt\u00f3rej chcesz utworzy\u0107 zadanie.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>2.<\/b> Kliknij na ni\u0105, aby j\u0105 otworzy\u0107.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-left'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533644720\/9ff43e1f2f402d0355a6a8b9\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533644720\/9ff43e1f2f402d0355a6a8b9\/image.png' width='1144' height='426'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>3. <\/b>Na stronie <b><i>Deal Details <\/i><\/b>kliknij<i> Add task<\/i> w sekcji <b><i>Tasks<\/i><\/b>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533672688\/693e331aa87d13b7a101ba2f\/9e9d958b-d125-4629-a30a-6da25a74b413.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533672688\/693e331aa87d13b7a101ba2f\/9e9d958b-d125-4629-a30a-6da25a74b413.png' alt='Click Add a Task'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>4. <\/b>W oknie, kt\u00f3re w\u0142a\u015bnie si\u0119 pojawi\u0142o, wpisz nazw\u0119 zadania w odpowiednim polu. Nast\u0119pnie u\u017cyj p\u00f3l rozwijanych, aby:<\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>wybra\u0107 typ zadania<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>przypisa\u0107 zadanie innemu u\u017cytkownikowi na swoim koncie<\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>ustaw termin i dat\u0119 zadania<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533648191\/6853f97d4d63f95febc93a27\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533648191\/6853f97d4d63f95febc93a27\/image.png' width='508' height='409'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Zadania do danej transakcji mo\u017cna przypisywa\u0107 tylko do konta u\u017cytkownika, kt\u00f3ry ma uprawnienia do wy\u015bwietlania wybranego pipeline&#8217;u. Je\u015bli nie przypiszesz do zadania \u017cadnego u\u017cytkownika, zostanie ono automatycznie przydzielone Tobie.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>5.<\/b> Opcjonalnie mo\u017cesz ustawi\u0107 przypomnienie o zadaniu. S\u0105 one wysy\u0142ane do u\u017cytkownika przypisanego do zadania za po\u015brednictwem poczty e-mail. Aby ustawi\u0107 przypomnienie, kliknij <i>Show more options<\/i>, a nast\u0119pnie kliknij opcj\u0119 <i>Send a Reminder<\/i>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533654801\/f27cb76ab3b31936ca105c49\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533654801\/f27cb76ab3b31936ca105c49\/image.png' width='509' height='548'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Nast\u0119pnie kliknij pole rozwijane poni\u017cej opcji <i>Send a Reminder<\/i> i wybierz, kiedy przypomnienie ma zosta\u0107 wys\u0142ane.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533672696\/1f8c4d402803fa71b035e15f\/6a2951bd-e6e7-4e1f-996b-41a29f3bf201.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533672696\/1f8c4d402803fa71b035e15f\/6a2951bd-e6e7-4e1f-996b-41a29f3bf201.png' alt='Set a task reminder time'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Mo\u017cesz utworzy\u0107 wiele przypomnie\u0144 dla jednego zadania, klikaj\u0105c <i>Add Reminder<\/i> w trybie tworzenia zadania. Mo\u017cesz, na przyk\u0142ad, ustawi\u0107 przypomnienie tak, aby by\u0142o wysy\u0142ane na 3 dni, 1 dzie\u0144 i 1 godzin\u0119 przed terminem i godzin\u0105 wykonania zadania.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>6. <\/b>Mo\u017cesz tak\u017ce wybra\u0107, czy chcesz uruchomi\u0107 automatyzacj\u0119, gdy zadanie zostanie zapisane lub gdy zostanie oznaczone jako uko\u0144czone. Ten krok jest opcjonalny.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Aby uruchomi\u0107 automatyzacj\u0119 zadania, zaznacz opcj\u0119 <i>Trigger an automation<\/i>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533660987\/f037a4990018ba7f42701ad5\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533660987\/f037a4990018ba7f42701ad5\/image.png' width='507' height='627'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>W menu rozwijanym, kt\u00f3re si\u0119 pojawi, wybierz automatyzacj\u0119, do kt\u00f3rej chcesz doda\u0107 kontakt. Kontakt dodawany do automatyzacji b\u0119dzie kontaktem, dla kt\u00f3rego tworzysz zadanie w transakcji.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Nast\u0119pnie zaznacz kt\u00f3r\u0105\u015b z poni\u017cszych opcji, je\u015bli chcesz, aby kontakt zosta\u0142 dodany do automatyzacji po dodaniu zadania lub po oznaczeniu go jako uko\u0144czonego.<\/p>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533664718\/3e49d59f096a9ff81f3dbdfb\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533664718\/3e49d59f096a9ff81f3dbdfb\/image.png' width='493' height='120'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>7. <\/b>W ostatnim polu <i>Task Description <\/i>mo\u017cesz doda\u0107 kr\u00f3tki opis zadania. Ten krok r\u00f3wnie\u017c jest opcjonalny. Do\u0142\u0105czenie opisu mo\u017ce by\u0107 pomocne, aby Ty lub osoby z Twojego z zespo\u0142u znali ca\u0142y kontekst danego zadania. Nast\u0119pnie kliknij na<i> Add Task<\/i>.<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533667243\/3924140fa2eeaf5beae1b726\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533667243\/3924140fa2eeaf5beae1b726\/image.png' width='471' height='287'><\/a><\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p>Zadanie zostanie zapisane i b\u0119dzie widoczne na stronie danej transakcji (patrz punkt 3).<\/p>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<div class='intercom-interblocks-image intercom-interblocks-align-center'><a href='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533669461\/431034622d9e778d0e80bcf2\/image.png' target='_blank' rel='noreferrer nofollow noopener'><img src='https:\/\/cdn.quartic.com.pl\/howtoimg\/i\/o\/533669461\/431034622d9e778d0e80bcf2\/image.png' width='504' height='204'><\/a><\/div>\n<div class='intercom-interblocks-horizontal-rule'>\n<hr>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b>Powi\u0105zane artyku\u0142y:<\/b><\/p>\n<\/div>\n<div class='intercom-interblocks-unordered-nested-list'>\n<ul>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/pipelines-stages-deals-i-tasks-czym-sa-i-do-czego-sluza\/'>Pipelines, stages, deals i tasks \u2013 czym s\u0105 i do czego s\u0142u\u017c\u0105?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/jak-utworzyc-i-edytowac-pipeline-w-crm\/'>Jak utworzy\u0107 i edytowa\u0107 pipeline w CRM?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/jak-stworzyc-i-edytowac-etapy-stages-w-pipelinach\/'>Jak stworzy\u0107 i edytowa\u0107 etapy (stages) w pipelinach?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/jak-utworzyc-transakcje-deale-w-panelu-quarticon\/'>Jak utworzy\u0107 transakcje (deale) w panelu Quarticon?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<li>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<p><b><a href='\/jak-automatycznie-przeniesc-transakcje-deal-z-jednego-etapu-w-pipelinie-do-drugiego\/'>Jak automatycznie przenie\u015b\u0107 transakcj\u0119 (deal) z jednego etapu w pipelinie do drugiego?<\/a><\/b><\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class='intercom-interblocks-paragraph no-margin intercom-interblocks-align-left'>\n<\/div>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>Zadania to rzeczy do zrobienia, kt\u00f3re mo\u017cesz utworzy\u0107 dla swoich transakcji. W tym artykule poka\u017cemy Ci, jak to zrobi\u0107. 1. Przejd\u017a do zak\u0142adki Deals i znajd\u017a t<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-812","post","type-post","status-publish","format-standard","hentry","category-cdxp"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/812","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/comments?post=812"}],"version-history":[{"count":6,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/812\/revisions"}],"predecessor-version":[{"id":2326,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/posts\/812\/revisions\/2326"}],"wp:attachment":[{"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/media?parent=812"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/categories?post=812"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.quarticon.com\/pl\/wp-json\/wp\/v2\/tags?post=812"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}