[ADD] to-do: create main page
task-3193463
closes odoo/documentation#6118
X-original-commit: 1381f9d391
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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@ -9,6 +9,7 @@ Productivity
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productivity/discuss
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productivity/whatsapp
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productivity/to_do
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productivity/calendar
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productivity/knowledge
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productivity/iot
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92
content/applications/productivity/to_do.rst
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92
content/applications/productivity/to_do.rst
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=====
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To-do
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=====
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To-do assists you in organizing and managing personal tasks.
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Creating to-dos
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===============
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To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`➕`) next to a stage name.
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Add a title to your to-do, then click :guilabel:`Add` to save it or :guilabel:`Edit` to access more
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options.
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If you choose to :guilabel:`Edit` a to-do, you have the option to add :guilabel:`Tags`,
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:guilabel:`Assignees`, or more information using the Odoo Editor.
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.. note::
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- Adding :guilabel:`Assignees` shares the to-do with the users selected.
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- Type `/` in the editor box to structure and format your content. You can also add media, links,
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and widgets.
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.. tip::
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You can create a new to-do on the fly from anywhere in Odoo by clicking the clock button and then
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:guilabel:`Add a To-Do`.
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.. image:: to_do/add-on-the-fly.png
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:alt: Adding a to-do on the fly
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Converting to-dos into project tasks
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------------------------------------
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If you use the :doc:`Project app <../services/project>`, you can convert to-dos into project tasks.
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To do so, open a to-do and click the gear button (:guilabel:`⚙`), then :guilabel:`Convert to Task`.
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Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and :guilabel:`Tags`, then click
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:guilabel:`Convert to Task`. The to-do is now a project task and appears in the selected project.
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.. image:: to_do/convert-task-button.png
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:alt: Converting a to-do into a task
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Managing the to-do pipeline
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===========================
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Your assigned **to-dos** are displayed on the app dashboard. You can drag and drop a to-do to move
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it from one stage to another.
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.. image:: to_do/to-do-pipeline.png
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:alt: Example of a to-do pipeline
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.. tip::
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- Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to create a new
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stage.
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- Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, :guilabel:`Edit`,
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or :guilabel:`Delete` it.
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.. image:: to_do/stage-options.png
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:alt: Stage settings button
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Scheduling activities
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---------------------
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To schedule an activity on a to-do, click the clock button on the app dashboard, then the
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:guilabel:`+ Schedule an activity` button.
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.. image:: to_do/schedule-activity.png
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:alt: Scheduling an activity from the To-do dashboard
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To create the activity:
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- Select an :guilabel:`Activity Type`.
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- Select a :guilabel:`Due date`.
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- Choose who the activity should be :guilabel:`Assigned to`.
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- Add a brief :guilabel:`Summary` if needed. You can add a more elaborate description in the
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:guilabel:`Log a note` box.
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Click :guilabel:`Schedule` to complete the action.
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.. note::
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The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not create a to-do task.
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Viewing to-dos in the Project app
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---------------------------------
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If you use the :doc:`Project app <../services/project>`, your to-dos also appear as private tasks
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under the :guilabel:`My Tasks` view.
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.. image:: to_do/my-task-pipeline.png
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:alt: Example of a "My Tasks" pipeline in the Project app
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.. note::
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A padlock icon is visible on your private tasks to quickly identify them among your project
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tasks.
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