msgid "Here you can create new teams, decide what team members to add to this team, how your customers can submit tickets and set up SLA policies and ratings. For the assignation method you can have tickets assigned randomly, balanced, or manually."
msgid "First you will need to activate the developer mode. To do this go to your settings module, and select the link for \"Activate the developer mode\" on the lower right-hand side."
msgid "Now, when you return to your Helpdesk module and select \"Configuration\" in the purple bar you will find additional options, like \"Stages\". Here you can create new stages and assign those stages to 1 or multiple teams allowing for customizable stages for each team!"
msgid "Email Alias allows for customers to email the alias you choose to create a ticket. The subject line of the email with become the Subject on the ticket."
msgid "Website Form allows your customer to go to yourwebsite.com/helpdesk/support-1/submit and submit a ticket via a website form - much like odoo.com/help!"
msgid "Live Chat allows your customers to submit a ticket via Live Chat on your website. Your customer will begin the live chat and your Live Chat Operator can create the ticket by using the command /helpdesk Subject of Ticket."
msgid "Now your employees can start working on them! If you have selecting a manual assignation method then your employees will need to assign themselves to tickets using the \"Assign To Me\" button on the top left of a ticket or by adding themselves to the \"Assigned to\" field."
msgid "On your tickets you will see stars. You can determine how urgent a ticket is but selecting one or more stars on the ticket. You can do this in the Kanban view or on the ticket form."
msgid "First, head over to \"Settings\" and select the option for \"Timesheet on Ticket\". You will see a field appear where you can select the project the timesheets will log against."
msgid "You may have service contracts with your clients to provide them assistance in case of a problem. For this purpose, Odoo will help you record the time spent fixing the issue and most importantly, to invoice it to your clients."
msgid "In order to record and invoice time for tickets, the following modules are needed : Helpdesk, Project, Timesheets, Sales. If you are missing one of them, go to the Apps module, search for it and then click on *Install*."
msgid "To start a dedicated project for the helpdesk service, first go to :menuselection:`Project --> Configuration --> Settings` and make sure that the *Timesheets* feature is activated."
msgid "To set a team in charge of the helpdesk, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and create a new team or select an existing one. On the form, tick the box in front of *Timesheet on Ticket* to activate the feature. Make sure to select the helpdesk project you have previously created as well."
msgid "Finally, to launch the new helpdesk service, first go to :menuselection:`Sales --> Configuration --> Settings` and make sure that the *Units of Measure* feature is activated."
msgid "Finally, select the invoicing management you would like to have under the *Sales* tab of the product form. Here, we recommend the following configuration :"
msgid "You are now in the Helpdesk module and you have just received a ticket from a client. To place a new order, go to :menuselection:`Sales --> Orders --> Orders` and create one for the help desk service product you have previously recorded. Set the number of hours needed to assist the client and confirm the sale."
msgid "If you access the dedicated helpdesk project, you will notice that a new task has automatically been generated with the order. To link this task with the client ticket, go to the Helpdesk module, access the ticket in question and select the task on its form."
msgid "The job is done and the client's issue is sorted out. To record the hours performed for this task, go back to the ticket form and add them under the *Timesheets* tab."
msgid "To invoice the client, go back to the Sales module and select the order that had been placed. Notice that the hours recorded on the ticket form now appear as the delivered quantity."
msgid "As a manager, it's not always simple to follow everything your teams do. Having a simple customer feedback can be very interesting to evaluate the performances of your teams. You can very easily gather feedbacks from your customers using Odoo."
msgid "An e-mail can be sent during the project to get the customer feedbacks. He just has to choose between 3 smileys to assess your work (Smile, Neutral or Sad)."
msgid "Before getting started some configuration is necessary. First of all it's necessary to install the **Project** application. To do so simply go to the apps module and install it."
msgid "Next, go back into the back-end and enter the project module. Select the **Configuration** button and click on **Settings** in the dropdown menu. Next select **Allow activating customer rating on projects, at issue completion**. Don't forget to apply your changes."
msgid "Go to the stage settings (click on the gear icon on the top of the stage column, then select **Edit**). Choose the e-mail template that will be used. You can directly edit it from there."
msgid "The customer just has to click on a smiley (Smile, Neutral or Sad) to assess your work. The customer can reply to the email to add more information. It will be added to the chatter of the task."
msgid "First of all it's necessary to install the **Website Builder** application. To do so simply go to the apps module and search for the website builder."
msgid "Then, you will be able to publish your result on your website by clicking on the website button in the upper right corner and confirming it in the front end of the website."
msgid "In this section, we will see the integration between Odoo's **Project management** and **Sales** modules and more precisely how to generate tasks from sales order lines."
msgid "In project management, a task is an activity that needs to be accomplished within a defined period of time. For a company selling services, the task typically represents the service that has been sold to the customer and that needs to be delivered. This is why it is useful to be able to generate a task from a sale order in order to streamline the process between the Sales and Services departments."
msgid "As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``. The price is fixed and charged initially. But you want to keep track of the support service you did for the customer. On the sale order, the service will trigger the creation of a task from which the consultant will record timesheets and, if needed, reinvoice the client according to the overtime spent on the project."
msgid "In order to be able to generate a task from a sale order you will need to install the **Sales Management** and **Project** application. Simply go into the application module and install the following:"
msgid "And finally, the **Timesheet** app, Timesheet will not only let you create a task from a Sales order, but also invoice your customer based on the time spent on that task."
msgid "You need to configure your service on the product form itself in order to generate a task every time it will be sold. From the **Sales** module, use the menu :menuselection:`Sales --> Products` and create a new product with the following setup:"
msgid "**Unit of Measure**: Hours (go to :menuselection:`Configuration --> Settings` and, under **Unit of measures**, check the **Some products may be sold/purchased in different unit of measures (advanced)** radio button)"
msgid "**Invoicing policy**: You can set up your invoice policy either on ordered quantity or on delivered quantity. You can easily follow the amount of hours that were delivered and/or invoiced to your client."
msgid "**Track Service**: Create a task and track hours, as your product is a service invoiceable by hours you have to set the units of measures of the product to hours as well."
msgid "Link your task to an existing project or create a new one on the fly if the product is specific to one project. Otherwise, you can leave it blank, odoo will then create a project per SO."
msgid "Once the product is set up, you can create a quotation or a sale order with the related product. Once the quotation is confirmed and transformed into a sale order, the task will be created."
msgid "either on a new project with the name of related the sale order as title (you can easily change the name of the project by clicking on :menuselection:`More --> Settings`)"
msgid "Regardless of the device, the timesheet app is just one click away. Look at the chrome plugin. No need to sign in, just click and start. It's smooth. It works offline too and is automatically synchronized with my Odoo account."
msgid "Plus, I get individual statistics via the mobile and chrome plugin. I can go further in the analysis in my Odoo account. I receive reports of timesheets per user, drill-down per project, and much more."
msgid "Awesome Timesheet is fully integrated with Odoo invoicing, the customer billing is done automatically. But also with Odoo projects. It's time-saving!"
msgid "When creating a task, by default you are responsible for it. You can change this by simply typing the username of someone else and choosing it from the suggestions in the drop down menu."
msgid "In a task, you can add other users as **Followers**. Adding a follower means that this person will be notified of any changes that might happen in the task. The goal is to allow outside contribution from the chatter. This can be invaluable when you need the advice of colleagues from other departments. You could also invite customers to take part in the task. They'll be notified by email of the conversation in the chatter, and will be able to take part in it simply by replying to the mail. The followers can see the whole task like you, with the description and the chatter."
msgid "You can decide to follow a Project. In this situation, you'll be notified of any changes from the project: tasks sliding from one stage to another,conversation taking place,, etc. You'll receive all the information in your inbox. This feature is perfect for a Project Manager who wants to see the big picture all the time."
msgid "Following a task is the same idea as following a project, except you are focused on a specific part of the project. All notifications or changes in that task also appear in your inbox."
msgid "By default, you follow the discussions but you can also choose to be notified when a note is logged in, when a task is created, blocked or ready to go, and when the stage of the task has changed."
msgid "To avoid any confusion, Odoo works with analytic accounts. An analytic account is the name that will always be the reference for a specific project or contract. Each time a project is created, an analytic account is automatically created under the same name."
msgid "You get the Odoo Timesheet. Click on Create and a line will appear with today's date and time. Your project name is automatically selected as the Analytic Account. No task is set, you can choose to add a specific task for it, or not."
msgid "At the end of your project, you can get a real idea of the time you spent on it by searching based on the Analytic Account name of your project."
msgid "You can manage documents related to tasks whether they're plans, pictures of the formatting, etc. An image is sometimes more informative than a thousand words! You have two ways to add a document to a task."
msgid "2. You can add an image/document to your task through the Chatter. You can log a note/send a message and attach a file to it. Or if someone sends an email with an attachment, the document will be automatically saved in the task."
msgid "The idea is to stay up to date with what interests you. You can collaborate with your colleagues by writing on the same task at the same time, with task delegation and the Chatter."
msgid "You can configure an email address linked to your project. When an email is sent to that address, it automatically creates a task in the first step of the project, with all the recipients (To/Cc/Bcc) as followers."
msgid "The email is always the name of the project (with \"-\" instead of the space), you'll see it under the name of your project in the Project Dashboard."
msgid "In the Chatter, you can see when the task has been created, when it has passed from one stage to another, etc. Any changes made to that task are logged into the Chatter automatically by the system. It also includes the history of the interaction between you and your customer or colleagues. All interactions are logged on the chatter, making it easy for the task leader to remember past interactions."
msgid "You can interact with followers whether there are internal (your colleagues) or external (the client for example) by logging a note or important information. Also, if you want to send an email to all the followers of that specific task, you can choose to add a message to notify all of them. For both of these options, the date and time is saved on the entry."
msgid "Odoo allows you to replace the task description field by an Etherpad collaborative note (http://etherpad.org). This means that you can collaborate on tasks in real time with several users contributing to the same content. Every user has their own color and you can replay the whole creation of the content."
msgid "If you just need the pad and not the whole task page, you can click on the icon on the top right to get to the pad directly in a full screen view. Click on the ``</>`` icon to get the direct URL of the task description: useful if you want to send it to someone without adding this person as a follower."
msgid "The status of the task is the easiest way to inform your colleagues when you are working on a task, if the task is ready or if it is blocked. It is a visual indicator that is seen in a glance."
msgid "You can decide what the different status mean for each stage of your project. On the kanban view, click on the gear icon on the top of the stage, then click on edit:"
msgid "In every task, you can add a tag. Tags are very useful to categorize the tasks. It helps you to highlight a task from the Kanban view or better find them thanks to the filters."
msgid "If you are always working with a specific type of tag, you can highlight the tasks containing the tag with the colors. Each tag can get a specific color, it's very visual on the Kanban view."
msgid "It works with projects containing tasks following customizable stages. A project can be internal or customer-oriented. A task is something to perform as part of a project. You will be able to give different tasks to several employees working on this project."
msgid "Open the **Project** application, and click on **Create**. From this window, you can specify the name of the project and set up the privacy of the project."
msgid "In the new window, add a new column and name it according to the first stage of your project, then add as many columns as there are stages in your project."
msgid "A new window will open. The color dots and star icon correspond to customizable markers applied on tasks, making it easier to know what task requires attention. You can give them any signification you like."
msgid "You can easily personalize this view to better suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column**. If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the **Setting** icon on your desired stage."
msgid "In order to record the time spent on projects, you must first activate the invoicing of timesheets. Into the **Project** application, open :menuselection:`Configuration --> Settings`. In the **Timesheets** section of the page, tick **Activate timesheets on issues**."
msgid "In the **Project** application dashboard, open the **More** menu of the project you want to record timesheets for, and click on **Timesheets**."
msgid "In day to day business, your company might struggle due to the important amount of tasks to fulfill. Those tasks already are complex enough. Having to remember them all and follow up on them can be a burden. Luckily, Odoo enables you to efficiently visualize and organize the different tasks you have to cope with."
msgid "The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and which one have the higher priorities."
msgid "The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner"
msgid "You can also notify your colleagues about the status of a task right from the Kanban view by using the little dot, it will notify follower of the task and indicate if the task is ready."
msgid "Tasks are ordered by priority, which you can give by clicking on the star next to the clock and then by sequence, meaning if you manually move them using drag & drop, they will be in that order and finally by their ID linked to their creation date."
msgid "If you put a low priority task on top, when you go back to your dashboard the next time, it will have moved back below the high priority tasks."
msgid "You also have the option to switch from a Kanban view to a calendar view, allowing you to see every deadline for every task that has a deadline set easily in a single window."
msgid "Tasks are color coded to the employee they are assigned to and you can filter deadlines by employees by selecting who's deadline you wish to see."
msgid "With Odoo Projects, our project team members can easily plan and execute the launching of a new product line in Canada. I organized this project by creating different stages. It allows us to clearly identify the status of any task at any time, and for any user. It is convenient for any other project manager too."
msgid "These well-structured project stages are fully customizable. Here I identify one missing stage, I can easily add it in just a click. In our project management process, I proceed to a final review, so I add this stage. Odoo projects is designed to work for any kind of business."
msgid "Once a task is done, each colleague can highlight it by changing its status. That will help the project manager to review the task before changing the stage with a simple drag and drop. Easy, right?"
msgid "We can also organize the different tasks by adapting the view. Here, I select the list view, which shows other information such as the working time progress. If I click on my task, I land on the form view where I can edit the planned hours and enter my timesheets. This is a great tool for any project manager. Controlling the working time progress and the time spent for each team member is essential. I set the time for the sales team training to 24 hours. Today, I prepared the material, so I will log 4 hours in the timesheet. The working time progress updates automatically. Thanks to this timesheet integration, the project manager has a thorough follow-up on the progress of each task."
msgid "Another great feature in Odoo projects is the forecast tool. When it is activated, I can plan resources per project and the workload. Therefore, the time allocation for other projects is much easier. For this project, I have to train members of the sales team. It will require 50% of my time until the end of the week. As project manager, I can do this resource allocation for any user and adapt it according to their other projects. This will prevent any form of time overlap. I can reassign a task or adapt the deadline. Odoo projects is the perfect app for strategic and executive planning."
msgid "Plus, every aspect of any project can be analyzed, thanks to the reports. For example, We can have a report of effective hours spent in comparison with the planned hours. I can assess the profitability of any project, any task, or any team member. I can also look at the number of hours assigned to each team member."
msgid "Another element of an excellent project management is communication. This is a key factor for the success of any project. While dealing with multiple stakeholders, being able to share documents directly in the task is very helpful. With Odoo projects, I can discuss through the chat feature that is always one-click away. I can also start a new conversation with anyone in my team."
msgid "In addition to being a powerful app for managing projects seamlessy, Odoo projects is also an effective customer service or after-sales app. With it, I can follow any customer issue, even create a dedicated support project. The app also automatically creates an invoice of time spent on tasks or issues."
msgid "Odoo projects is a powerful, yet easy-to-use app. At first, I used the planner to clearly state my objectives and set up the project app. Get this app, it will help you get started quickly too."
msgid "Following and planning your employees' assignments can be a heavy challenge especially when you manage several people. Luckily, using Odoo Project, you can handle it in only a couple of clicks."
msgid "The only necessary configuration is to install the **Project Management** module. To do so, go in the application module, search for project and install the application."
msgid "If you wish to manage time estimation, you will need to enable timesheets on tasks. From the **Project** application, go to :menuselection:`Configuration --> Settings` in the dropdown menu. Then, under **Time Work Estimation**, select the **manage time estimation on tasks** option. Do not forget to apply your changes."
msgid "This feature will create a progress bar in the form view of your tasks. Every time your salesperson will add working time in his timesheet, the bar will be updated accordingly, based on the initially planned hours."
msgid "You can have an overview of your different task thanks to the multiple views available with Odoo. Three main views will help you to plan and follow up on your employees' tasks: the kanban view, the list view (using timesheets) and the calendar view."
msgid "The Kanban view is a post-it like view, divided in different stages. It enables you to have a clear view on the stages your tasks are in and the ones having the higher priorities."
msgid "You can easily personalize your project to suit your business needs by creating new columns. From the Kanban view of your project, you can add stages by clicking on **Add new column** (see image below). If you want to rearrange the order of your stages, you can easily do so by dragging and dropping the column you want to move to the desired location. You can also fold or unfold your stages by using the **setting** icon on your desired stage."
msgid "Create one column per stage in your working process. For example, in a development project, stages might be: Specifications, Development, Test, Done."
msgid "On each one of your columns, you have the ability to sort your tasks by priority. Tasks with a higher priority will automatically be moved to the top of the column. From the Kanban view, click on the star in the bottom left of a task to tag it as **high priority**. For the tasks that are not tagged, Odoo will automatically classify them according to their deadlines."
msgid "Note that dates that passed their deadlines will appear in red( in the list view too) so you can easily follow up the progression of different tasks."
msgid "If you enabled the **Manage Time Estimation on Tasks**, your employees will be able to log their activities on tasks under the **Timesheets** sub-menu along with their duration. The **Working Time Progress** bar will be updated each time the employee will add an activity."
msgid "As a manager, you can easily overview the time spent on tasks for all employees by using the list view. To do so, access the project of your choice and click on the List view icon (see below). The last column will show you the progression of each task."
msgid "If you add a deadline in your task, they will appear in the calendar view. As a manager, this view enables you to keep an eye on all deadlines in a single window."
msgid "All the tasks are tagged with a color corresponding to the employee assigned to them. You can easily filter the deadlines by employees by ticking the related boxes on the right of the calendar view."
msgid "Now, with the Forecast option, the Gantt view gives you the big picture. It's highly visual which is a real plus for complex projects, and it helps team members to collaborate better."
msgid "The **Forecast** option helps you to organize your projects. This is perfect when you need to set up a project with a specific deadline. Therefore, each task is assigned a specific timeframe (amount of hours) in which your employee should complete it!"
msgid "Once this is done, you still need to activate the **Forecast** option specifically for your **Project** (maybe you don't need the Gantt chart for all the projects that you manage)."
msgid "In order to display the projects in the Gantt chart, you need to create the forecast from the task page. To create a forecast, click on the top left corner of the task, **Create a Forecast**."
msgid "The Forecast interface will fill in the name of the Project and the task automatically. You just need to add the dates and the time the task should take."
msgid "The \"Effective hours\" field appears only if you have the **Timesheet** app installed on your database. This option helps you to see the progress of a task thanks to the integration with Timesheet."
msgid "For example: When a user fills in a Timesheet with your Project name (Analytic account), with 10 hours spent, the forecast will display 10 hours in the Effective hours field."
msgid "In the **Project** app menu you have a **Forecast** menu. This sub-menu helps you to see the Gantt chart from different points of view: by users or by projects."
msgid "This option displays the Gantt chart with the people assigned. Odoo's Gantt chart shows you who's involved; it gives you the big picture of the project. It's very useful to allocate your resources effectively."
msgid "On the left side, first level, you can see which users are involved. Then, on the second level you see which projects they are assigned to. On the third, you see which tasks they're on."
msgid "The top rectangle on the first level is the sum of all the tasks compiled from the third level. If it's green, it means that the total time allocated to that user is less than 100%. When it's red, it means that this user is assigned to multiple tasks which total more than 100% of his/her time."
msgid "When creating a forecast, you have to select the time the user should spend on it. 100% means that your user should work on it full time during those days. He/She has no other tasks to work on. So you can decide from 1 to 100% how your users should organize their time between different tasks."
msgid "The power of integration helps you to avoid double booking an employee. For example, if your expert is already at 40% on another task in another project, you can book him/her for only 60% for that period."
msgid "In the example below, the user \"Administrator\" is working on 2 projects (\"IT1367 Delivery Phases\" and \"Implementation Process56\"). The user is assigned to both projects with a total of 110% of their time. This is too much so the Project Manager should change the users assigned to the task. Otherwise, the PM can change the dedicated time or the dates, to make sure that this is feasible."
msgid "This Gantt view ‘by user' helps you to better plan your human resources. You avoid confusion about the the tasks and the assignations of the users. The Gantt Chart is highly visual and helps to comprehend all the different elements at once. Also, you immediately know what has to be done next. This method helps you to better understand the relations between the tasks."
msgid "The Gantt Chart is the perfect view of a project to better understand the interactions between the tasks. You can avoid overlapping tasks or starting one too early if another one isn't finished. Odoo Gantt chart is clear and helps you to coordinate tasks efficiently."
msgid "On the left side, first level, you can see the projects. Then, on the second level you see which users are assigned. On the third, you see which tasks they're on."
msgid "Users hosted on **Odoo Online** may use intermediary versions (sometimes called *SaaS versions*) that are supported as well. These versions are not published for Odoo.sh or On-Premise installations."
msgid "|orange| Some of our older customers may still run this version on our Odoo Online servers, we provide help only on blocking issues and advise you to upgrade."
msgid "Your Odoo Online subscription includes **unlimited 24hr support at no extra cost, Monday to Friday**. Our teams are located around the world to ensure you have support, no matter your location. Your support representative could be communicating to you from San Francisco, Belgium, or India!"
msgid "Answers to issues that you may encounter in your standard Odoo database (eg. “I cannot close my Point of Sale” or “I cannot find my sales KPIs?”)"
msgid "Questions or issues related to specific developments or customizations done either by Odoo or a third party (this is specific only to your database or involving code)"
msgid "You can get this type of support with a `Success Pack <https://www.odoo.com/pricing-packs>`__. With a pack, one of our consultants will analyze the way your business runs and tell you how you can get the most out of your Odoo Database. We will handle all configurations and coach you on how to use Odoo."
msgid "Users who have a valid Odoo Enterprise subscription may always contact our support teams through our `support form <https://www.odoo.com/help>`_, no matter the hosting type you chose (Odoo Online, Odoo.sh or on your own server)."
