{"id":9463,"date":"2025-12-15T19:40:46","date_gmt":"2025-12-15T19:40:46","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=9463"},"modified":"2026-01-12T23:32:58","modified_gmt":"2026-01-12T23:32:58","slug":"editar-plantillas-de-proyectos-docdigitales","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=9463","title":{"rendered":"Edita o elimina plantillas"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Dentro del m\u00f3dulo de <strong>Proyectos<\/strong>, puedes <strong>editar, reorganizar o eliminar las etapas<\/strong> que conforman una plantilla. Esta funci\u00f3n te permite mantener tus plantillas actualizadas y adaptarlas a las necesidades reales de cada proyecto.<\/p>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong>Nota: <\/strong><em>Estas acciones solo pueden realizarlas los usuarios con permisos correspondientes, como el Propietario o el Creador del Proyecto. Si deseas conocer mayor detalle sobre los roles, consulta el manual \u201cRoles y permisos en el m\u00f3dulo de Proyectos\u201d<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Editar etapas de una plantilla<\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Ingresa al m\u00f3dulo <strong>Proyectos<\/strong> desde el men\u00fa lateral izquierdo.<\/li>\n\n\n\n<li>Localiza el proyecto en el listado. Puedes utilizar la barra de <strong>b\u00fasqueda<\/strong> para encontrarlo m\u00e1s r\u00e1pido.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"579\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-52.png\" alt=\"Editar etapas de un proyecto personalizado CRM empresarial\" class=\"wp-image-9464\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-52.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-52-300x170.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-52-768x434.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Da clic sobre el proyecto para abrir su <strong>detalle<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-53.png\" alt=\"Editar etapas de un proyecto personalizado CRM empresarial\" class=\"wp-image-9465\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-53.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-53-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-53-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>En la parte superior del panel, haz clic en la opci\u00f3n <strong>Editar Listas<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-54.png\" alt=\"Editar etapas de un proyecto personalizado CRM empresarial\" class=\"wp-image-9466\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-54.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-54-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-54-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Se abrir\u00e1 la pantalla en modo edici\u00f3n, donde podr\u00e1s modificar los nombres de las etapas.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-55.png\" alt=\"Editar etapas de un proyecto personalizado CRM empresarial\" class=\"wp-image-9468\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-55.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-55-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-55-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Coloca el cursor sobre el nombre de la etapa que deseas cambiar.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-56.png\" alt=\"Editar etapas de un proyecto personalizado CRM empresarial\" class=\"wp-image-9469\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-56.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-56-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-56-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>Escribe el nuevo nombre directamente y da clic en el bot\u00f3n <strong>Guardar<\/strong> para guardar los cambios.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-57.png\" alt=\"Editar etapas de un proyecto personalizado CRM empresarial\" class=\"wp-image-9470\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-57.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-57-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-57-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>Se confirmar\u00e1 la acci\u00f3n con la notificaci\u00f3n <strong>\u201cCambios Guardados con \u00e9xito\u201d<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-58.png\" alt=\"Editar etapas de un proyecto personalizado CRM empresarial\" class=\"wp-image-9471\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-58.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-58-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-58-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong>Nota:<\/strong> <em>Si deseas descartar los cambios, solo da clic en la opci\u00f3n <strong>Cancelar<\/strong> y confirma la acci\u00f3n en el pop up, dando clic en <strong>Descartar Cambios.<\/strong><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-59.png\" alt=\"Editar etapas de un proyecto personalizado CRM empresarial\" class=\"wp-image-9472\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-59.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-59-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-59-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Agregar una nueva etapa o lista de tareas<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Estando dentro del modo edici\u00f3n, da clic en el \u00edcono <strong>\u201c+\u201d<\/strong> que aparece entre las dos etapas que desees agregar la nueva.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-60.png\" alt=\"Agregar etapas personalizadas a un proyecto dentro de un CRM empresarial\" class=\"wp-image-9473\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-60.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-60-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-60-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Se agregar\u00e1 una nueva etapa en la posici\u00f3n seleccionada.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-61.png\" alt=\"Agregar etapas personalizadas a un proyecto dentro de un CRM empresarial\" class=\"wp-image-9474\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-61.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-61-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-61-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Asigna un nombre a la nueva etapa.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-62.png\" alt=\"Agregar etapas personalizadas a un proyecto dentro de un CRM empresarial\" class=\"wp-image-9475\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-62.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-62-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-62-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Da clic en el bot\u00f3n <strong>Guardar.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-63.png\" alt=\"Agregar etapas personalizadas a un proyecto dentro de un CRM empresarial\" class=\"wp-image-9476\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-63.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-63-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-63-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Se confirmar\u00e1 la acci\u00f3n con la notificaci\u00f3n <strong>\u201cCambios Guardados con \u00e9xito\u201d<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-64.png\" alt=\"Agregar etapas personalizadas a un proyecto dentro de un CRM empresarial\" class=\"wp-image-9477\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-64.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-64-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-64-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong>Nota:<\/strong><em> Si deseas descartar los cambios, solo da clic en la opci\u00f3n <strong>Cancelar<\/strong> y confirma la acci\u00f3n en el pop up, dando clic en <strong>Descartar Cambios.<\/strong><\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Reorganizar etapas<\/h3>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Estando dentro del modo edici\u00f3n, ubica el <strong>cuadro de arrastre<\/strong> al final de la fila de la etapa.<\/li>\n\n\n\n<li>Selecciona el cuadro de la etapa a reubicar y <strong>arr\u00e1strala <\/strong>hacia la posici\u00f3n deseada.<\/li>\n\n\n\n<li>Suelta la etapa en la nueva posici\u00f3n para fijarla.<\/li>\n\n\n\n<li>El orden quedar\u00e1 actualizado de forma inmediata.<\/li>\n\n\n\n<li>Da clic en el bot\u00f3n <strong>Guardar.<\/strong><\/li>\n\n\n\n<li>Se confirmar\u00e1 la acci\u00f3n con la notificaci\u00f3n <strong>\u201cCambios Guardados con \u00e9xito\u201d<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/Reorganizar-etapas.gif\" alt=\"Reorganizar las etapas de un proyecto en un CRM empresarial\" class=\"wp-image-9478\"\/><\/figure>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong>Nota:<\/strong> <em>Si deseas descartar los cambios, solo da clic en la opci\u00f3n <strong>Cancelar<\/strong> y confirma la acci\u00f3n en el pop up, dando clic en <strong>Descartar Cambios.<\/strong><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-65.png\" alt=\"Reorganizar las etapas de un proyecto en un CRM empresarial\" class=\"wp-image-9479\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-65.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-65-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-65-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Eliminar etapas o lista de tareas<\/h3>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong>Nota:<\/strong> <em>Al eliminar una etapa, se eliminar\u00e1n tambi\u00e9n todas las tareas que contiene. Esta acci\u00f3n es permanente y no es reversible.<\/em><\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Estando dentro del modo edici\u00f3n, localiza la opci\u00f3n <strong>Eliminar Lista<\/strong> al final de la fila de la etapa.<\/li>\n\n\n\n<li>Da clic en <strong>Eliminar Lista<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-66.png\" alt=\"Eliminar etapas de plantilla para proyectos no necesarias en un CRM empresarial\" class=\"wp-image-9480\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-66.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-66-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-66-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>En la ventana emergente, confirma la acci\u00f3n seleccionando <strong>Eliminar Lista y Tareas<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-67.png\" alt=\"Eliminar etapas de plantilla para proyectos no necesarias en un CRM empresarial\" class=\"wp-image-9481\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-67.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-67-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-67-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>La etapa quedar\u00e1 eliminada del proyecto.<\/li>\n\n\n\n<li>Para guardar los cambios, da clic en el bot\u00f3n <strong>Guardar.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-68.png\" alt=\"Eliminar etapas de plantilla para proyectos no necesarias en un CRM empresarial\" class=\"wp-image-9482\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-68.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-68-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-68-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Se confirmar\u00e1 la acci\u00f3n con la notificaci\u00f3n <strong>\u201cCambios Guardados con \u00e9xito\u201d<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-69.png\" alt=\"Eliminar etapas de plantilla para proyectos no necesarias en un CRM empresarial\" class=\"wp-image-9483\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-69.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-69-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-69-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"background-blue wp-block-paragraph\"><strong>Nota: <\/strong><em>Si deseas descartar los cambios, solo da clic en la opci\u00f3n <strong>Cancelar<\/strong> y confirma la acci\u00f3n en el pop up, dando clic en <strong>Descartar Cambios.<\/strong><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-70.png\" alt=\"Eliminar etapas de plantilla para proyectos no necesarias en un CRM empresarial\" class=\"wp-image-9484\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-70.png 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-70-300x171.png 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/12\/image-70-768x437.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Dentro del m\u00f3dulo de Proyectos, puedes editar, reorganizar o eliminar las etapas que conforman una plantilla. Esta funci\u00f3n te permite mantener tus plantillas actualizadas y adaptarlas a las necesidades reales de cada proyecto. Nota: Estas acciones solo pueden realizarlas los usuarios con permisos correspondientes, como el Propietario o el Creador del Proyecto. Si deseas conocer mayor detalle sobre los roles, consulta el manual \u201cRoles y permisos en el m\u00f3dulo de Proyectos\u201d Editar etapas de una plantilla Nota: Si deseas descartar los cambios, solo da clic en la opci\u00f3n Cancelar y confirma la acci\u00f3n en el pop up, dando clic en Descartar Cambios. Agregar una nueva etapa o lista de tareas Nota: Si deseas descartar los cambios, solo da clic en la opci\u00f3n Cancelar y confirma la acci\u00f3n en el pop up, dando clic en Descartar Cambios. Reorganizar etapas Nota: Si deseas descartar los cambios, solo da clic en la opci\u00f3n Cancelar y confirma la acci\u00f3n en el pop up, dando clic en Descartar Cambios. Eliminar etapas o lista de tareas Nota: Al eliminar una etapa, se eliminar\u00e1n tambi\u00e9n todas las tareas que contiene. Esta acci\u00f3n es permanente y no es reversible. Nota: Si deseas descartar los cambios, solo da clic en la opci\u00f3n Cancelar y confirma la acci\u00f3n en el pop up, dando clic en Descartar Cambios.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,61,59],"tags":[30],"class_list":["post-9463","post","type-post","status-publish","format-standard","hentry","category-academia","category-plantillas","category-proyectos","tag-facil"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"Aprende a editar, reorganizar o eliminar etapas dentro de las plantillas de proyectos en docDigitales para mantener tus flujos de trabajo actualizados y organizados\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Montserrat Mart\u00edn\"\/>\n\t<link rel=\"canonical\" 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