> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice.md).

# Backoffice

Compreender os principais Módulos do Backoffice e por onde começar.

O **Backoffice** é o espaço de trabalho central para o trabalho diário no OutSmart.

Serve para gerir Clientes, planear o trabalho, acompanhar o progresso e controlar a configuração.

### O que se faz no Backoffice

* gerir as operações diárias a partir de um único local
* mover-se entre Módulos do Núcleo como Clientes, trabalho e planeamento
* Controlar o acesso, os Papéis e a configuração da Conta

{% hint style="info" %}
Os Módulos apresentados dependem do seu Plano, das funcionalidades ativadas e das Permissões.
{% endhint %}

### Começar aqui

* [**Introdução ao Backoffice**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/introducao-ao-backoffice.md) — compreender como o Backoffice se enquadra em todo o processo.
* [**Dashboards**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/dashboards.md) — rever os dados principais e monitorizar o trabalho num relance.
* [**Relatórios**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/relatorios.md) — criar, filtrar, agendar e exportar Relatórios com os dados do OutSmart.
* [**Ordens de trabalho**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/ordens-de-trabalho.md) — criar, encontrar e gerir o trabalho que realiza.
* [**Planeamento**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/planeamento.md) — atribuir trabalho e gerir capacidade.
* [**Utilizar o Quadro de Planeamento do Projeto**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/projetos/planear-e-acompanhar-projetos/utilizar-o-quadro-de-planeamento-do-projeto.md) — planear Atividades do projeto numa linha temporal.
* [**Clientes**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/clientes.md) — manter os dados do Cliente e o histórico juntos.
* [**Definições e acesso**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/utilizadores-e-acesso.md) — Controlar Papéis, Utilizadores e métodos de início de sessão.

### Ordem recomendada

1. Começar com [**Introdução ao Backoffice**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/introducao-ao-backoffice.md).
2. Usar [**Dashboards**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/dashboards.md) para monitorizar o negócio.
3. Continuar com [**Ordens de trabalho**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/ordens-de-trabalho.md) e [**Planeamento**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/planeamento.md).
4. Usar [**Utilizar o Quadro de Planeamento do Projeto**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/projetos/planear-e-acompanhar-projetos/utilizar-o-quadro-de-planeamento-do-projeto.md) quando se planeia por Projeto.
5. Terminar com [**Clientes**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/clientes.md) e [**Definições e acesso**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/backoffice/backoffice/utilizadores-e-acesso.md).

### Tópicos relacionados

* [**Pacotes OutSmart**](/outsmart-knowledge-base/outsmart-knowledge-base-pt/loja-virtual-pacotes-e-power-ups/loja-virtual/pacotes-outsmart.md)


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