From 2a19cf47f044fdfeef9930f1e124cea914ca4d7b Mon Sep 17 00:00:00 2001 From: Zuzanna Luczynska Date: Tue, 25 Jun 2024 09:30:05 +0200 Subject: [PATCH] [ADD] project: new task creation and statuses docs task-4010729 closes odoo/documentation#10031 X-original-commit: 5938ac09318a0856b73d98703fe907d0baccd39d Signed-off-by: Audrey Vandromme (auva) Signed-off-by: Zuzanna Luczynska (zulu) --- content/applications/services/project.rst | 2 +- .../services/project/project_management.rst | 2 + .../applications/services/project/tasks.rst | 9 +- .../services/project/tasks/email_alias.rst | 37 ------ .../email_alias/email_dashboard_project.png | Bin 14767 -> 0 bytes .../services/project/tasks/task_creation.rst | 121 ++++++++++++++++++ .../task_creation/email-configuration.png | Bin 0 -> 4305 bytes .../email_project.png | Bin .../tasks/task_creation/task-shortcuts.png | Bin 0 -> 8188 bytes .../project/tasks/task_stages_statuses.rst | 73 +++++++++++ .../website/web_design/building_blocks.rst | 2 + redirects/17.0.txt | 1 + 12 files changed, 205 insertions(+), 42 deletions(-) delete mode 100644 content/applications/services/project/tasks/email_alias.rst delete mode 100644 content/applications/services/project/tasks/email_alias/email_dashboard_project.png create mode 100644 content/applications/services/project/tasks/task_creation.rst create mode 100644 content/applications/services/project/tasks/task_creation/email-configuration.png rename content/applications/services/project/tasks/{email_alias => task_creation}/email_project.png (100%) create mode 100644 content/applications/services/project/tasks/task_creation/task-shortcuts.png create mode 100644 content/applications/services/project/tasks/task_stages_statuses.rst diff --git a/content/applications/services/project.rst b/content/applications/services/project.rst index f6b7a7a3f..15d3ba4c7 100644 --- a/content/applications/services/project.rst +++ b/content/applications/services/project.rst @@ -16,5 +16,5 @@ coworkers, and keep track of each project's profitability. .. toctree:: :titlesonly: - project/tasks project/project_management + project/tasks diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index e38396da4..91589356a 100644 --- a/content/applications/services/project/project_management.rst +++ b/content/applications/services/project/project_management.rst @@ -13,6 +13,8 @@ into tasks, which are categorized on a whiteboard according to what production p `Odoo Tutorials: Kanban Project Management `_ +.. _project_management/configuration: + Configuration ============= diff --git a/content/applications/services/project/tasks.rst b/content/applications/services/project/tasks.rst index 66434bedd..4f815b417 100644 --- a/content/applications/services/project/tasks.rst +++ b/content/applications/services/project/tasks.rst @@ -1,11 +1,12 @@ :nosearch: -===== -Tasks -===== +=============== +Task management +=============== .. toctree:: :titlesonly: - tasks/email_alias + tasks/task_stages_statuses + tasks/task_creation tasks/recurring_tasks diff --git a/content/applications/services/project/tasks/email_alias.rst b/content/applications/services/project/tasks/email_alias.rst deleted file mode 100644 index 69521b96e..000000000 --- a/content/applications/services/project/tasks/email_alias.rst +++ /dev/null @@ -1,37 +0,0 @@ -========================================== -Create Project's Tasks from an Email Alias -========================================== - -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. - -Set up an incoming email server -=============================== - -| On the *Settings* application, enable *External Email Servers* and define the incoming email - alias you would like to use. -| **For more information**: :doc:`/applications/general/email_communication/email_servers` - -Configure the email alias in your project ------------------------------------------ - -| 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. -| In addition, you can now directly set it when creating a new project. - -.. image:: email_alias/email_project.png - :align: center - :alt: In the settings of your project, define the emails alias under the tab email in Odoo Project - -.. important:: - All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task. - -The email can be seen under the name of your project on the dashboard. - -.. image:: email_alias/email_dashboard_project.png - :align: center - :height: 300 - :alt: View of the email alias chosen on the dashboard view in Odoo Project diff --git a/content/applications/services/project/tasks/email_alias/email_dashboard_project.png b/content/applications/services/project/tasks/email_alias/email_dashboard_project.png deleted file mode 100644 index 2bffe17c0f6038c221a9f779806a0a462dd5390e..0000000000000000000000000000000000000000 GIT binary patch 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automatically converted into a project task. The +following rules apply: + +- The email sender is displayed in the :guilabel:`Customer` field. +- The email subject is displayed in the :guilabel:`Task Title` field. +- The email body is displayed in the :guilabel:`Description` field. +- The whole content of the email is additionally displayed in the **chatter**. +- All the recipients of the email (To/Cc/Bcc) that are Odoo users are automatically added as + **followers** of the task. + +Creating tasks from a website form +================================== + +If you have the Website app installed in your database, you can configure any form on your +website to trigger the creation of tasks in a project. + +#. Go to the website page where you wish to add the the form and + :ref:`add the Form building block `. +#. In the website editor, edit the following fields: + + - :guilabel:`Action`: select :guilabel:`Create a Task`. + - :guilabel:`Project`: choose the project that you want the new tasks to be created in. + +#. :ref:`Customize the form `. + +When the form is submitted, it automatically creates a project task. The task's content is defined +by the form's corresponding fields. + +.. seealso:: + :doc:`Dynamic website content <../../../websites/website/web_design/building_blocks/dynamic_content>` diff --git a/content/applications/services/project/tasks/task_creation/email-configuration.png b/content/applications/services/project/tasks/task_creation/email-configuration.png new file mode 100644 index 0000000000000000000000000000000000000000..37d4d700578490d684487cd69d75ddf4e70c6e22 GIT binary patch literal 4305 zcmaJ_c{J4T_g5-gNZCTNeg>0DVj@e187jsYW8e3&Gl{W;Wb9eSQd!c-zDCF}D6+*c z_J}59UlJl)ynjCbet+Ndz31F}pXZ*}z2~0iIj{T2jYT4~*;xfx85kJY@9Sux7#L1b zPtIY?j3*Y;;?R8JSbTKM9x*U*eEwHYrGq&H85kHDkh*9X000mTV=jIW0Q9J97;FK+ z-oFupwG#`qSgQ_v1UKkE0Rh9nay0-PMDze-#{e2?5Q8$<`tX!O9agr;1*Y=SrcN;9 z0I&`m&zWS>R8WLGI^gp-@G}6Y2!I^m?y9)Yns8Lh_6h9!NIIr3-tGy;37DyXxYhjl zxBd#Yd0WG$j#pSN(G2}=28eB6t@J@(yrT1CX0~_<0Dd+mX@Yq9Rp6H4ZZ+$`c89=a zsVFLt^cASyI7#1uXg`HO{UI85U_p?wzF(W4(k=iz&^EIzTUGaOhG<}b$pp2BnCVOp 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zkBU6VKeatQ5@M47q2fZ~`1Geu1EHq{!<;ZxuMz|zJkRg{4d*GbSem}<7pXGikJQPI zzqQKKOONiPj`5^~sXR{Gy<3L-hsNSJ&2!NiPe=!hZr9NMxqG>8qWy#>c!es*uyCq) z``>#Djlm!>E4cbnFNq1QtwF*BPX7Imc3;(-ANM~WCNU!5Bxn>9{ z&6t4E*8Sa3awFkdsLYn5(4R}hJ4k#!qh|>QYzs#%oQ6B}&oW`o=@bW(#iIHa*Tv@j zXGTeq&~bHUOfX5Ey-~t|otS~-nJwLSqJD%z!TO=3FA%wgFAO}#Zm9 zJH}>v+{DS>e}oon0rYrYvMTnj{#$~J5+L|904YogzzAWl&K*Z+%3X{Bap2-yc0xMx z<&T4)QpAPBb{r079?wrc(vliy62qEg1TJ9K*gX{_(<#rSZ_j+* zl~dq=)fmD2f?VO};F6moebUr?LcjC0S`E31)Q&d>7;KLa+Bi6PmPz$K!B#_GgkXAc z{c@Hgrs#r12}+v{UA~|UOjAX%tB|MP4aJ$wBW6u zHhd8t^HrqDRl!U})s-pP`Wp)sVvKoUo&_>JRWoY}j5CMkra{z4;7jSpS&60-UZUx2G+|= zT8!UQ|FpP=syV<7`$X%jR)l3?0)-H3t{{cRLXOopa0NJI^oolSNz>3PQpAy<@VE{< zmUG-v{Deu=Tt9sa`ue5P&L`U2Kvq7(g@Iru3wuNf42wMH=I*1^gh|wSb|n9VSvuh~ zw`4c-(=7=l7%z87jQru#VZS_hN3a`LPtqgLlEX~t5`x*6G#NKK=+$qr7T_Ocx9n5p zS-b)?pBi27nIQuPbDt^1P;a6~3~;+sIkO$a^XJanq3u1oC(UK#v**<&?~cXR^$d2m zVsF)bb`-#T`U3*CF|gwNFnU2FWlYp^)Anj?6E zd{;MP*4^!NOB&@gIE_*#P5so}LZ3(rR&c3`;My?N8#C&qO9j6iFY0AQjXI2Md4%96 z(gJepkq#_3OEsnRwOcMuIc1*;-eSmi+N6M8sn{f4W+apoYf>-98D8@8WF<`. + +To create a stage, type its name into the :guilabel:`Stage...` field, then click :guilabel:`Add`. + +.. tip:: + Click :guilabel:`See examples` to find ideas for stage names applicable to your line of business. + +Editing task stages +------------------- + +To edit the task stage, click the :icon:`fa-cog` (:guilabel:`cog`) icon next to its name. From +there, click one of the following: + + - :guilabel:`Fold`: to hide the task stage and all of the tasks in this stage from the Kanban view. + - :guilabel:`Edit`: + + - :guilabel:`Name`: to change the name of the stage. + - :guilabel:`SMS/Email Template`: to automatically send an email or SMS notification to the + customer when a task reaches this stage. + - :guilabel:`Folded in Kanban`: to hide the task stage and all of the tasks in this stage from + the Kanban view. + - :guilabel:`Projects`: to share this task stage between several projects. + - :guilabel:`Automations`: to create :doc:`custom rules that trigger automatic actions + <../../../studio/automated_actions>` (e.g., creating activities, adding followers, or sending + webhook notifications). Note that this will activate Studio in your database, which may impact + your pricing plan. + + - :guilabel:`Delete`: to delete this stage. + - :guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks in this stage. + +Task statuses +============= + +Task statuses are used to track the status of tasks within the Kanban stage, as well as to close the +task when it’s done or canceled. Unlike Kanban stages, they cannot be customized; five task statuses +exist in Odoo and are used as follows: + + - :guilabel:`In Progress`: this is the default state of all tasks, meaning that work required for + the task to move to the next Kanban stage is ongoing. + - :guilabel:`Changes Requested`: to highlight that changes, either requested by the customer or + internally, are needed before the task is moved to the next Kanban stage. + - :guilabel:`Approved`: to highlight that the task is ready to be moved to the next stage. + - :guilabel:`Canceled`: to cancel the task. + - :guilabel:`Done`: to close the task once it's been completed. + +.. note:: + + - The :guilabel:`Changes Requested` and :guilabel:`Approved` task statuses are cleared as soon as + the task is moved to another Kanban stage. The task status reverts to the default :guilabel:`In + Progress` status so that :guilabel:`Changes Requested` or :guilabel:`Approved` status can be + applied again once the necessary work has been completed in this Kanban stage. + - The :guilabel:`Done` and :guilabel:`Canceled` statuses are independent from the Kanban stage. + Once a task is marked as :guilabel:`Done` or :guilabel:`Canceled`, it is closed. If needed, it + can be reopened by changing its status. diff --git a/content/applications/websites/website/web_design/building_blocks.rst b/content/applications/websites/website/web_design/building_blocks.rst index ae433c609..b3de38c54 100644 --- a/content/applications/websites/website/web_design/building_blocks.rst +++ b/content/applications/websites/website/web_design/building_blocks.rst @@ -13,6 +13,8 @@ pages. Four types of building blocks are available depending on their use: .. seealso:: `Odoo Tutorial: Design your first webpage `_ +.. _websites/website/web_design/building_blocks: + Adding a building block ======================= diff --git a/redirects/17.0.txt b/redirects/17.0.txt index eae33cfb3..1efceda68 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -74,3 +74,4 @@ applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/p # applications/services applications/services/helpdesk/overview/getting_started.rst applications/services/helpdesk.rst #helpdesk/overview/getting_started --> helpdesk +applications/services/project/tasks/email_alias.rst applications/services/project/tasks/task_creation.rst #project/tasks/email_alias --> task_creation