[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>
This commit is contained in:
Donatienne (dopi) 2023-08-18 14:31:18 +02:00 committed by Xavier (XPL)
parent 45379d5633
commit 38ac54998b
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@ -9,6 +9,7 @@ Productivity
productivity/discuss
productivity/whatsapp
productivity/to_do
productivity/calendar
productivity/knowledge
productivity/iot

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

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