diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index 91589356a..4d834f3db 100644 --- a/content/applications/services/project/project_management.rst +++ b/content/applications/services/project/project_management.rst @@ -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 Project’s **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. diff --git a/content/applications/services/project/project_management/top-bar.png b/content/applications/services/project/project_management/top-bar.png new file mode 100644 index 000000000..25de1431c Binary files /dev/null and b/content/applications/services/project/project_management/top-bar.png differ