msgid "Projects can be created for a specific customer or team, and can be coordinated among your employees through visibility options. Stages can be shared among tasks, and the exact time spent on each project can be tracked. All of it in favor of a more integrated and dynamic organization."
msgid "*Portal users and all employees*: it enables the option *Share*. Recipients receive an email with an invitation to access the document (project)."
msgid "To invoice the time (service) and material used on a task, enable *Bill from tasks*. Then, choose the service/product which you would like to bill, or create one on the fly."
msgid "Worksheets are reports of the work done. To customize and include them in your tasks, enable *Worksheets*. Choose an existing template or create one on the fly."
msgid "*Working time* defines the number of your employees’ working hours. It adjusts the Gantt planning view of your interventions. Open the external link to adjust the daily hours."
msgid ":doc:`Activate the Developer mode <../../general/developer_mode/activate>` then go to :menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add the projects among which you would like to share stages."
msgid "Finding out what your clients think about the experience they have with your company, can inspire you to have insights on how to improve your product/service, adjusting your business to fit their needs. It shows that you value their opinions and provides a reliable source of information to other consumers."
msgid "Go to :menuselection:`Project --> Configuration --> Projects --> Edit` and configure the wanted projects to have the email template previously set sent, by the change of a stage or periodically."
msgid "Enable *Rating visible publicly* if you would like to publish the ratings in order to communicate them to a customer, prospect or the rest of your team."
msgid "Clicking on the percentage of happy ratings over the last 30 days in the *Projects* overview, redirects you to your website with more rating details."
msgid "A project runs smoother if you can have an overview of its costs, revenues, profitability, tasks, time and people, all in the same place. It allows you to make smarter business decisions as you know where you are standing and can course-correct if needed."
msgid "Go to :menuselection:`Project --> Configuration --> Projects`, choose the respective project, *Edit* and enable *Timesheets*. A menu *Overview* becomes available in the Kanban view."
msgid "The overview shows the hours recorded split by the different billable options, profitability, time by people according to the billable hours recorded, and even a timesheet table."
msgid "Activate the :doc:`Developer mode <../../general/developer_mode/activate>`. Then go to *Manager Users* and enable *Analytic Accounting*. Now, go to :menuselection:`Project --> Configuration --> Projects` and specify an *Analytic Account* under the needed project."
msgid "When you sell your services, you can choose to automatically have a project/task created, helping you to not lose track of the work that needs to get done, streamlining the processes between teams. In addition to that, you are able to invoice or reinvoice clients according to the exact time spent on that service."
msgid "Under :menuselection:`Sales --> Products --> Products` create a new product or set up an existing one. Under *General Information* set the *Product Type* as *Service*. Under the *Sales* tab select the *Service Invoicing Policy* and *Service Tracking*."
msgid "- *Create a task in sales order’s project*: a new project for each sales order of that service is created based on the template you have chosen."
msgid "- *Create a new project but no task*: only creates a new project, for each time that service is sold, based on the skeleton of the project template chosen."
msgid "Managing projects means managing people, tasks, due dates, budgets and predicted return on investments. For all of it, you need a solution that allows you to reduce risks, get information at a glance, have an overview of your progress and stay organized. And, from start to finish, to be able to run multiple projects in parallel easily. Odoo Project application is the solution you need."
msgid "Click on *Create*. Specify the name of the project and choose which features you would like to integrate. Note that they can be enabled afterward through *Settings*."
msgid "Each project stage can be characterized by a distinct set of activities, or your stages can guide you to the different steps a project has to go through. It is important to set them right as they lead you from the first idea or step to its conclusion, contributing to the overall success of your project."
msgid "The dots correspond to customizable markers applied on tasks, making it easier to know which tasks require attention. You can give them any signification you like."
msgid "When you share your projects/tasks, you allow external users to be on the same page as you. It avoids misunderstandings, simplifies communication, and allows you to become a more coordinated company as you get the right information to the right people."
msgid "The recipient receives an email saying that he has been invited to access a document. In the example below, a project was shared. When the user opens it, he sees the settings of that project and can access its tasks, for example."
msgid "Allocate the needed time for specific tasks under a planned shift. Once that is done, analyse Key Performance Indicators (KPIs), so you can evaluate your employees’ performance and workload, besides the progress of your projects/tasks when comparing the planned and effective hours."
msgid "*Allocated Time (%)* allows you to define the percentage of time you would like your employee to work on that specific task during his shift. See that information in hours on *Allocated hours*."
msgid "Now, once the employee has timesheeted his hours in the task, go to *Project* and with the *View list*, under *All Tasks*, conveniently see the *Planned Hours* compared to the *Remaining Hours*, and a calculation of the *Progress*."
msgid "When it is time to bill your client for their finished project/task, you can choose to shorten processes and save time by pulling the billable time you have tracked into sales orders, and invoices, directly from the project/task."
msgid "Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and enable *Timesheet*, *Timesheet Timer* and *Bill from Tasks*."
msgid "Now, go to :menuselection:`Project --> Configuration --> Projects`, choose the project, *Create Sales Order*, and continue to create your invoice."
msgid "From here, choose if you want the billing to be based on the project rate: all timesheets are billed by the same rate, or by the employee rate: timesheets are billed by the individual rate of the employee."
msgid "The project rate allows you to invoice a whole project, for a specific service, at a specific rate, at once. Example: the implementation of a system."
msgid "The employee rate billing lets you invoice a project broken down into different services, and different rates. Example: different rates for junior and senior consultants."
msgid "Get to know how much time you are spending on tasks in order to make your employees’ life easier, and records error-free. Launch the timer in your browser, stop it on your phone and have all entries synced. Generate invoices based on the timesheet entries and be sure to invoice your customers the exact right amount."
msgid "Being able to collaborate virtually but with the same effect as if people were in the same room increases your productivity. It results in faster execution of processes, brainstorming and decision made easier while also allowing the support of outside contributions."
msgid "Within a task, click on the *Followers* icon. Followers get notified of any changes in the task and can see the task like you do, with the description and the chatter."
msgid "Go to :menuselection:`Project --> Configuration --> Settings --> Collaborative Pads`, then edit the *Settings* of the project you would like the feature to work and enable *Use Collaborative Pads*."
msgid "Now, you are able to contribute to tasks in real-time, with several users, with an Etherpad collaborative note. Every user has his own color and you can replay the whole creation of the content."
msgid "Click on the *</>* icon to get the direct URL of the task description: useful if you want to share it without adding this person as a follower, or to someone outside of the company."
msgid "*Chatter* is a communication tool that shows the history of a task, including changes and the interactions between you and your customers or colleagues."
msgid "To interact with followers, whether there are internal or external, click on *Log a note* and ping them using the at symbol (*@*). If you want to send a message/email to all the followers in the task, use *Send a message*."
msgid "When you already have an email address that customers know from the top of their heads, changing it is the last thing you want to do. Instead, link that address to your project and transform those conversations into structured work. It automatically creates a task in the first stage of a project."
msgid "Now that you have the incoming email server set up, go to :menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define the wanted email alias and choose the policy to receive a message."
msgid "Break down a project by creating, assigning and organizing tasks. Set priorities to help you determine where you want to invest your time first, manage files within it and keep everything you need to complete your work in one place. Ensure that your strategies are turned into actionable plans and, as a result, have a successful project."
msgid "Mark the star on your task to set it as a high priority one. That automatically moves the task to the top of the column. Tasks that are not starred are classified according to their deadlines."
msgid "Tasks can be managed and followed up in the Kanban view, which is a post-it kind of view divided into different stages. More options are otherwise available."
msgid "Being a dynamic and organized company is important as it also helps you to not overload your employees. For that, split large tasks into smaller ones by creating subs-tasks, timesheet on them, and have an overview of all hours recorded."
msgid "By default, sub-tasks are created under the same project. However, you can select another one by going to :menuselection:`Project --> Configuration --> Projects --> Sub-task Project`."
msgid "Make sure the feature *Timesheets* is enabled under :menuselection:`Project --> Configuration --> Settings` and under the settings of the needed *Project*. Now you are able to timesheet on your tasks and sub-tasks. The time recorded on a sub-task is counted on the parent task."
