[IMP] Productivity: Discuss Getting Started rewrite
[FIX] Updates to Discuss doc for 17.0
Adding reviewer suggestions
Added blank line at end of file
closes odoo/documentation#11420
X-original-commit: cdf833810f
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
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=======
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Discuss
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=======
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Odoo *Discuss* is an internal communication app that allows users to connect through messages,
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notes, and file sharing, either through a persistent chat window that works across applications, or
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through the dedicated *Discuss* dashboard.
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Odoo **Discuss** is an internal communication app that allows users to connect through messages,
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notes, file sharing, and video calls. **Discuss** enables communication through a persistent chat
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window that works across applications, or through the dedicated *Discuss* dashboard.
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.. _discuss_app/notification_preferences:
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Upon opening the :menuselection:`Discuss app`, the :guilabel:`Discuss` dashboard appears.
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Choose notifications preference
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===============================
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Inbox, starred, and history
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===========================
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Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app
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--> Users --> User --> Preferences tab`.
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Upon opening the :menuselection:`Discuss app`, the *Discuss* dashboard appears.
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.. image:: discuss/preferences-user.png
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:alt: View of the Preferences tab for Odoo Discuss.
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On the :guilabel:`Discuss` dashboard, unread messages are visible in the :icon:`fa-inbox`
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:guilabel:`Inbox`. :icon:`fa-star-o` :guilabel:`Starred` is where starred messages are stored.
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:icon:`fa-history` :guilabel:`History` shows chatter updates for records in the Odoo database the
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user has been assigned to, or tagged on.
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By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
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setting enabled, a notification email will be sent by Odoo every time a message is sent from the
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chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record
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that the user follows. Something that triggers a notification is changing of the stage (if an email\
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is configured to be sent, for example if the task is set to :guilabel:`Done`).
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Direct messages
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===============
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By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's
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*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking
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:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional
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actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the
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message by selecting :guilabel:`Pin` or even mark the message as unread by selecting
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:guilabel:`Marked as unread`.
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.. image:: discuss/reactions-discuss.png
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:alt: View of an inbox message and its action options in Odoo Discuss.
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Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page,
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while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`.
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.. image:: discuss/starred-messages.png
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:alt: View of messages marked as todo in Odoo Discuss.
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Start chatting
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==============
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The first time a user logs in to their account, OdooBot sends a message asking for permission to
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send desktop notifications for chats. If accepted, the user will receive push notifications on their
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desktop for the messages they receive, regardless of where the user is in Odoo.
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.. image:: discuss/odoobot-push.png
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:alt: View of the messages under the messaging menu emphasizing the request for push
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notifications for Odoo Discuss.
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*Direct messages* allow the user to communicate privately with one or multiple team members. To
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start a new direct message, click the :icon:`fa-plus` icon, next to :guilabel:`Direct Messages` on
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the :guilabel:`Discuss` dashboard, and enter the name of the desired person in the :guilabel:`Start
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a conversation` search bar that appears.
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.. tip::
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To stop receiving desktop notifications, reset the notifications settings of the browser.
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Multiple names can be selected in the :guilabel:`Start a conversation` search bar. Once all of
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the names have been entered, press :kbd:`Enter`.
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To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon
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next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard.
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Direct message actions
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----------------------
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.. image:: discuss/channels-direct-messages.png
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:height: 400
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:alt: View of Discuss's panel emphasizing the titles channels and direct messages in Odoo
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Discuss.
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Hover over a direct message in the chat window to see a menu of actions to take on the message.
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A company can also easily create :doc:`public and private channels <discuss/team_communication>`.
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- :icon:`oi-smile-add` :guilabel:`(Add a Reaction)`: open a drop-down menu of emojis that can be
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used to react to the direct message.
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- :icon:`fa-reply` :guilabel:`(Reply)`: reply to the direct message in a thread.
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- :icon:`fa-star-o` :guilabel:`(Mark as Todo)`: add the message to the :guilabel:`Starred` tab.
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- :icon:`fa-ellipsis-h` :guilabel:`(Expand)`: reveals more message actions, including:
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Mentions in the chat and on the chatter
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---------------------------------------
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- :icon:`fa-thumb-tack` :guilabel:`Pin`
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- :icon:`fa-eye-slash` :guilabel:`Mark as Unread`
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- :icon:`fa-pencil` :guilabel:`Edit`
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- :icon:`fa-trash` :guilabel:`Delete`
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To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type
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`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending
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on their communication settings.
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Conversation actions
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--------------------
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.. image:: discuss/chat-windows.png
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:alt: View of a couple of chat window messages for Odoo Discuss.
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The icons in the top-right corner of a direct message conversation represent different actions the
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user can take on that conversation.
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.. tip::
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When a user is mentioned, the search list (list of names) suggests values first based on the
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task's followers, and secondly on employees. If the record being searched does not match with
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either a follower or employee, the scope of the search becomes all partners.
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Click :icon:`fa-bell` :guilabel:`Notification Settings` to set up notification preferences for the
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conversation, or click :icon:`fa-phone` :guilabel:`Start a Call` to begin a meeting. See the
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:ref:`Meetings <discuss/meetings>` section for more information about meetings.
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At the top of the direct message window, click the name of the direct message to change the group
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name, and choose to add a description in the adjacent :guilabel:`Add a description` field.
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.. image:: discuss/conversation-actions.png
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:alt: View of the conversation actions.
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.. note::
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The :guilabel:`Add a description` field is **only** available for group messages with more than
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two participants.
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User status
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-----------
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It is helpful to see what colleagues are up to and how quickly they can respond to messages by
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checking their *status*. The status is shown on the left side of a contact's name on the
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:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*.
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It is helpful to see what colleagues are up to, and how quickly they can respond to messages, by
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checking their status. The status is displayed as a circle in the bottom-right corner of a contact's
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photo in the :icon:`fa-users` :guilabel:`(Members List)`.
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The color of the circle represents the user's status:
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- Green = online
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- Orange = away
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- White = offline
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- Airplane = out of the office
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.. image:: discuss/status.png
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:height: 300
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:alt: View of the contacts' status for Odoo Discuss.
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Leave a direct message conversation
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-----------------------------------
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To leave a direct message conversations, click the :icon:`fa-times` :guilabel:`(Leave this channel)`
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icon next to the conversation name in the :guilabel:`Direct Messages` section of the sidebar.
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.. note::
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Leaving a conversation does **not** delete the direct messages in the conversation. The direct
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message conversation's history is visible when another direct message with the same person, or
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group, is created.
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.. _discuss/meetings:
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Meetings
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========
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In **Discuss**, *Meetings* are video calls. To start a meeting from the :guilabel:`Discuss`
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dashboard, click :guilabel:`Start a meeting` in the top-left corner, and select who to invite to the
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meeting, via the :guilabel:`Invite People` drop-down window that appears. To start a meeting from a
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direct message, click the :icon:`fa-phone` :guilabel:`Start a Call` icon in the top-right corner.
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.. image:: discuss/meeting.png
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:alt: View of a Meeting in Odoo Discuss.
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Once a meeting has been started, the following buttons can be used:
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+-----------------------------+--------------------------------+
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| Icon | Use |
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+=============================+================================+
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| :icon:`fa-microphone` | :guilabel:`Mute` |
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+-----------------------------+--------------------------------+
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| :icon:`fa-microphone-slash` | :guilabel:`Unmute` |
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+-----------------------------+--------------------------------+
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| :icon:`fa-headphones` | :guilabel:`Deafen` |
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+-----------------------------+--------------------------------+
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| :icon:`fa-deaf` | :guilabel:`Undeafen` |
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+-----------------------------+--------------------------------+
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| :icon:`fa-video-camera` | :guilabel:`Turn camera on/off` |
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+-----------------------------+--------------------------------+
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| :icon:`fa-hand-paper-o` | :guilabel:`Raise Hand` |
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+-----------------------------+--------------------------------+
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| :icon:`fa-desktop` | :guilabel:`Share Screen` |
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+-----------------------------+--------------------------------+
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| :icon:`fa-arrows-alt` | :guilabel:`Enter Full Screen` |
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+-----------------------------+--------------------------------+
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.. _discuss_app/notification_preferences:
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User-specific notification preferences
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======================================
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Access user-specific preferences for the **Discuss** app by navigating to :menuselection:`Settings
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app --> Manage Users`, select a user, then click the :guilabel:`Preferences` tab.
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.. image:: discuss/preferences-user.png
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:alt: View of the Preferences tab for Odoo Discuss.
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By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
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setting enabled, a notification email is sent by Odoo every time a message is sent from the chatter
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of a record, a note is sent with an `@` mention (from the chatter of a record), or a notification is
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sent for a record the user follows.
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By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the **Discuss** app's
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*Inbox*.
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Chat from different applications
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================================
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The **Discuss** application enables communication across all of Odoo's applications. To view chats
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and channels, or start a new message, select the speech bubbles that are consistently present in the
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upper-right corner of the database header.
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.. image:: discuss/discuss-in-other-apps.png
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:alt: Use Discuss across other applications by clicking the speech bubbles.
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.. seealso::
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- :doc:`discuss/team_communication`
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- :doc:`/applications/essentials/activities`
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- :doc:`discuss/ice_servers`
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- :doc:`discuss/chatter`
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.. toctree::
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:titlesonly:
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