diff --git a/content/applications/productivity.rst b/content/applications/productivity.rst index 2198dd72f..ac099b1d0 100644 --- a/content/applications/productivity.rst +++ b/content/applications/productivity.rst @@ -9,6 +9,7 @@ Productivity productivity/discuss productivity/whatsapp + productivity/to_do productivity/calendar productivity/knowledge productivity/iot diff --git a/content/applications/productivity/to_do.rst b/content/applications/productivity/to_do.rst new file mode 100644 index 000000000..8af811a65 --- /dev/null +++ b/content/applications/productivity/to_do.rst @@ -0,0 +1,92 @@ +===== +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. diff --git a/content/applications/productivity/to_do/add-on-the-fly.png b/content/applications/productivity/to_do/add-on-the-fly.png new file mode 100644 index 000000000..2df4758ca Binary files /dev/null and b/content/applications/productivity/to_do/add-on-the-fly.png differ diff --git a/content/applications/productivity/to_do/convert-task-button.png b/content/applications/productivity/to_do/convert-task-button.png new file mode 100644 index 000000000..016985661 Binary files /dev/null and b/content/applications/productivity/to_do/convert-task-button.png differ diff --git a/content/applications/productivity/to_do/my-task-pipeline.png b/content/applications/productivity/to_do/my-task-pipeline.png new file mode 100644 index 000000000..600b5353f Binary files /dev/null and b/content/applications/productivity/to_do/my-task-pipeline.png differ diff --git a/content/applications/productivity/to_do/schedule-activity.png b/content/applications/productivity/to_do/schedule-activity.png new file mode 100644 index 000000000..f7ea734c1 Binary files /dev/null and b/content/applications/productivity/to_do/schedule-activity.png differ diff --git a/content/applications/productivity/to_do/stage-options.png b/content/applications/productivity/to_do/stage-options.png new file mode 100644 index 000000000..96eb4b699 Binary files /dev/null and b/content/applications/productivity/to_do/stage-options.png differ diff --git a/content/applications/productivity/to_do/to-do-pipeline.png b/content/applications/productivity/to_do/to-do-pipeline.png new file mode 100644 index 000000000..581c1e393 Binary files /dev/null and b/content/applications/productivity/to_do/to-do-pipeline.png differ