[ADD] project: new top bar page

task-4277055

closes odoo/documentation#11519

Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
This commit is contained in:
guillaume gallant (guga) 2024-11-06 16:36:12 +01:00 committed by Audrey (auva)
parent f1fca9af69
commit 27b3c18816
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@ -76,3 +76,33 @@ may have **additional options** available.
.. note::
If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**,
or other.
Top bar
=======
In project management, reviewing the various records and documents related to a project is often
necessary. Odoo Projects **top bar** provides quick access to these essential resources. You can
customize each project's top bar to match its specific needs.
To set up the top bar for a project, go to the :guilabel:`Project` app, click the project's card,
then click the top bar :icon:`fa-sliders` :guilabel:`(sliders)` button. In the bar that appears
above the search bar, click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the records
you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc.
You can then click the buttons to access the related records without leaving the Project app. To
return to your project tasks' Kanban view, click the :guilabel:`Tasks` button in the top bar.
.. image:: project_management/top-bar.png
:alt: Top bar selection menu
Custom top bar buttons
----------------------
You can also create your own buttons to access more specific views:
#. Click an existing top bar button to access the view.
#. Customize the view with keywords, filters, and grouping options using the search bar.
#. Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and select
:guilabel:`Save View`.
#. Edit the default button name if necessary, then enable :guilabel:`Shared` if you want to share
the button with other users.

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