{"id":3376,"date":"2022-11-16T10:16:50","date_gmt":"2022-11-16T10:16:50","guid":{"rendered":"https:\/\/help.iristrace.com\/?post_type=docs&#038;p=3376"},"modified":"2022-11-16T10:17:23","modified_gmt":"2022-11-16T10:17:23","password":"","slug":"como-personalizar-una-plantilla","status":"publish","type":"docs","link":"https:\/\/help.iristrace.com\/es\/docs\/como-personalizar-una-plantilla\/","title":{"rendered":"C\u00f3mo personalizar una plantilla"},"content":{"rendered":"\n<p><strong>Personaliza tu plantilla para optimizar los informes generados, configurar fechas de finalizaci\u00f3n, o automatizar el flujo de estados de tus checklists.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Accede a la pesta\u00f1a \u00abPersonalizaci\u00f3n\u00bb de la plantilla<\/h2>\n\n\n\n<p id=\"bkmrk-podemos-personalizar\">Dentro de la secci\u00f3n \u00abPlantilla\u00bb puedes personalizar algunos de los aspectos de la plantilla desde la pesta\u00f1a \u00abPersonalizaci\u00f3n\u00bb.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>General<\/strong><\/h3>\n\n\n\n<p>Te permite personalizar los <strong>informes<\/strong> de esta plantilla. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"501\" src=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.52.59-1024x501.png\" alt=\"\" class=\"wp-image-1421\" srcset=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.52.59-1024x501.png 1024w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.52.59-300x147.png 300w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.52.59-768x376.png 768w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.52.59-1536x752.png 1536w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.52.59-2048x1003.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Si quieres saber m\u00e1s sobre c\u00f3mo personalizar informes en Iristrace pulsa en el siguiente enlace: <a href=\"https:\/\/help.iristrace.com\/es\/docs\/como-personalizar-informes-pdf\/\">C\u00f3mo personalizar informes en Iristrace<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Fecha de finalizaci\u00f3n<\/strong><\/h3>\n\n\n\n<p>Mediante esta funcionalidad puedes calcular una fecha de finalizaci\u00f3n para los checklists que se creen de esta plantilla.<\/p>\n\n\n\n<p>Para ello indicas el periodo de tiempo a partir de la fecha de creaci\u00f3n en la que quieres que se muestre un aviso, tal como se observa en la siguiente imagen.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"251\" src=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.12.31-1024x251.png\" alt=\"\" class=\"wp-image-1413\" srcset=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.12.31-1024x251.png 1024w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.12.31-300x74.png 300w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.12.31-768x189.png 768w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.12.31-1536x377.png 1536w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.12.31-2048x503.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>En la siguiente imagen observamos el indicador que se mostrar\u00e1 en el apartado checklist al cumplirse la fecha de finalizaci\u00f3n.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"139\" src=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/07\/Imagen-25-8-22-a-las-12.55-1024x139.jpg\" alt=\"\" class=\"wp-image-1425\" srcset=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/07\/Imagen-25-8-22-a-las-12.55-1024x139.jpg 1024w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/07\/Imagen-25-8-22-a-las-12.55-300x41.jpg 300w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/07\/Imagen-25-8-22-a-las-12.55-768x105.jpg 768w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/07\/Imagen-25-8-22-a-las-12.55.jpg 1410w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Estados<\/strong><\/h3>\n\n\n\n<p>Puedes configurar desde aqu\u00ed que el checklist vaya <strong>cambiando de estado de forma autom\u00e1tica<\/strong> seg\u00fan el esquema de d\u00edas, meses o a\u00f1os que indiques en esta pesta\u00f1a.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"367\" src=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.29.51-1024x367.png\" alt=\"\" class=\"wp-image-1415\" srcset=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.29.51-1024x367.png 1024w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.29.51-300x108.png 300w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.29.51-768x276.png 768w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.29.51-1536x551.png 1536w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.29.51-2048x735.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>En el siguiente ejemplo observamos c\u00f3mo configuramos que el estado cambie al estado <strong>Completado<\/strong> una hora despu\u00e9s de que el estado cambie a <strong>In progress<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"315\" src=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.47.09-1024x315.png\" alt=\"\" class=\"wp-image-1418\" srcset=\"https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.47.09-1024x315.png 1024w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.47.09-300x92.png 300w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.47.09-768x236.png 768w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.47.09-1536x473.png 1536w, https:\/\/help.iristrace.com\/wp-content\/uploads\/2022\/08\/Screenshot-2022-08-25-at-12.47.09-2048x630.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Personaliza tu plantilla para optimizar los informes generados, configurar fechas de finalizaci\u00f3n, o automatizar el flujo de estados de tus checklists. 1. Accede a la pesta\u00f1a \u00abPersonalizaci\u00f3n\u00bb de la plantilla Dentro de la secci\u00f3n \u00abPlantilla\u00bb puedes personalizar algunos de los aspectos de la plantilla desde la pesta\u00f1a \u00abPersonalizaci\u00f3n\u00bb. General Te permite personalizar los informes de [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[75],"glossaries":[],"doc_tag":[],"class_list":["post-3376","docs","type-docs","status-publish","hentry","doc_category-plantillas"],"year_month":"2026-04","word_count":221,"total_views":"481","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Andreu Miquel","author_nicename":"andreu","author_url":"https:\/\/help.iristrace.com\/es\/author\/andreu\/"},"doc_category_info":[{"term_name":"Plantillas","term_url":"https:\/\/help.iristrace.com\/es\/docs-category\/plantillas\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/docs\/3376","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/comments?post=3376"}],"version-history":[{"count":1,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/docs\/3376\/revisions"}],"predecessor-version":[{"id":3377,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/docs\/3376\/revisions\/3377"}],"wp:attachment":[{"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/media?parent=3376"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/doc_category?post=3376"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/glossaries?post=3376"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.iristrace.com\/es\/wp-json\/wp\/v2\/doc_tag?post=3376"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}