{"id":293740,"date":"2025-05-09T20:37:45","date_gmt":"2025-05-09T20:37:45","guid":{"rendered":"https:\/\/onedesk.com\/projects-best-practices\/"},"modified":"2025-05-09T20:37:51","modified_gmt":"2025-05-09T20:37:51","slug":"projects-best-practices","status":"publish","type":"post","link":"https:\/\/onedesk.com\/fr\/projects-best-practices\/","title":{"rendered":"Mises \u00e0 jour et meilleures pratiques des projets et du portefeuille"},"content":{"rendered":"\n

Projets<\/h2>\n\n

Chez OneDesk, nous savons que chacun de nos clients a des besoins uniques en mati\u00e8re de gestion de projets. Vous pensez peut-\u00eatre que les fonctionnalit\u00e9s du Helpdesk suffisent et vous vous demandez pourquoi vous devriez vous int\u00e9resser \u00e0 Projets. <\/p>\n\n

Voici pourquoi\u00a0: les projets sont de puissants conteneurs qui vous aident \u00e0 organiser et \u00e0 partager efficacement vos \u00e9l\u00e9ments. Ils vous permettent de contr\u00f4ler la visibilit\u00e9, garantissant que seuls les utilisateurs ou clients concern\u00e9s peuvent consulter les informations dont ils ont besoin. M\u00eame si vous n’envisagez pas de vous plonger dans la gestion de projet, nous vous recommandons d’utiliser les projets pour organiser vos tickets. <\/p>\n\n

Que vous recherchiez des options de planification avanc\u00e9es telles que des diagrammes de Gantt ou des vues de calendrier, que vous ayez besoin de suivre le temps et la facturation, ou que vous souhaitiez simplement un moyen simple d’organiser vos t\u00e2ches sans complexit\u00e9 suppl\u00e9mentaire, OneDesk offre une flexibilit\u00e9 adapt\u00e9e \u00e0 vos besoins.<\/p>\n\n

Vous avez un contr\u00f4le total sur la configuration des d\u00e9tails de votre projet\u00a0: il vous suffit d’acc\u00e9der aux param\u00e8tres du projet dans le panneau d’administration pour personnaliser votre flux de travail. Pour simplifier encore davantage les choses, nous avons repens\u00e9 le panneau des d\u00e9tails du projet pour le rendre plus intuitif et garantir une exp\u00e9rience utilisateur plus fluide et efficace. <\/p>\n\n

\"\"\/<\/figure>\n\n

1 – Onglet Membres<\/h4>\n\n

Nous avons simplifi\u00e9 la gestion des abonn\u00e9s aux projets dans OneDesk\u00a0! D\u00e9sormais, les abonn\u00e9s utilisateurs et clients se trouvent \u00e0 droite du panneau de d\u00e9tails du projet. De l\u00e0, vous pouvez ajouter des membres (utilisateurs individuels ou \u00e9quipes enti\u00e8res) pour suivre le projet, ainsi que des abonn\u00e9s clients. La gestion des abonn\u00e9s est simple\u00a0: vous pouvez rapidement ajouter ou supprimer des utilisateurs, et m\u00eame ajuster leurs r\u00f4les directement depuis ce panneau, ce qui vous donne un contr\u00f4le total sur les personnes inform\u00e9es de l’avancement de votre projet. <\/p>\n\n

2 – Panneau de travail\/facturation du projet et indicateurs cl\u00e9s de performance des \u00e9l\u00e9ments<\/h4>\n\n

Nous avons simplifi\u00e9 la gestion des d\u00e9tails cl\u00e9s de vos projets. Votre planning, vos heures facturables, votre m\u00e9thode de facturation et vos liens d’articles disposent d\u00e9sormais de panneaux distincts. Vous pouvez personnaliser ces panneaux ou les supprimer compl\u00e8tement, via les param\u00e8tres du projet, dans la section Administration. Vous b\u00e9n\u00e9ficiez ainsi d’une plus grande flexibilit\u00e9 pour adapter la configuration de votre projet \u00e0 vos besoins sp\u00e9cifiques. <\/p>\n\n

3 – D\u00e9programmez vos projets<\/h4>\n\n

Vous pouvez d\u00e9sormais supprimer le planning des projets (et des t\u00e2ches) et les marquer comme non planifi\u00e9s<\/em> . Cette fonctionnalit\u00e9 vous permet de g\u00e9rer efficacement les projets urgents ou impromptus qui ne n\u00e9cessitent pas de calendrier fixe, tout en gardant vos projets planifi\u00e9s organis\u00e9s et sur la bonne voie. <\/p>\n\n

4 – Identifiez facilement les mod\u00e8les de projet<\/h4>\n\n

D\u00e9sormais, lorsque vous d\u00e9signez un projet comme mod\u00e8le (4), l’ic\u00f4ne se met automatiquement \u00e0 jour et devient l’ic\u00f4ne Mod\u00e8le par d\u00e9faut (5). Vous pourrez ainsi identifier en un coup d’\u0153il les projets de votre OneDesk qui sont des mod\u00e8les. <\/p>\n\n

Portefeuilles<\/h2>\n\n

Envie d’optimiser vos portefeuilles\u00a0? Vous pouvez d\u00e9sormais ajouter ou supprimer des \u00e9l\u00e9ments et des indicateurs cl\u00e9s de performance (KPI) de vos feuilles de temps, et inclure une description pour donner plus de contexte \u00e0 vos portefeuilles. Suivez facilement le nombre de projets et d’\u00e9l\u00e9ments de votre portefeuille et ma\u00eetrisez vos feuilles de temps facturables, factur\u00e9es et approuv\u00e9es. <\/p>\n\n

De plus, vous pouvez contr\u00f4ler la visibilit\u00e9 de votre portfolio en choisissant de l’ouvrir \u00e0 tous ou uniquement \u00e0 l’auteur et aux abonn\u00e9s du projet. Vous avez ainsi un contr\u00f4le total sur l’acc\u00e8s des utilisateurs aux portfolios vides qui ne contiennent pas encore de projets auxquels ils sont abonn\u00e9s. <\/p>\n\n

\"\"\/<\/figure>\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Projets Chez OneDesk, nous savons que chacun de nos clients a des besoins uniques en mati\u00e8re de gestion de projets. Vous pensez peut-\u00eatre que les fonctionnalit\u00e9s du Helpdesk suffisent et vous vous demandez pourquoi vous devriez vous int\u00e9resser \u00e0 Projets. Voici pourquoi\u00a0: les projets sont de puissants conteneurs qui vous aident \u00e0 organiser et \u00e0 […]<\/p>\n","protected":false},"author":33,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"tpgb_global_settings":"","_crdt_document":"","inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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