[MOV] discuss: Split getting_started.rst into several sections
@ -10,7 +10,7 @@ Applications
|
||||
sales
|
||||
website
|
||||
ecommerce
|
||||
discuss/getting_started
|
||||
discuss
|
||||
purchase
|
||||
inventory
|
||||
manufacturing
|
||||
|
@ -7,4 +7,9 @@ Discuss
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
discuss/getting_started
|
||||
discuss/overview
|
||||
discuss/team_communication
|
||||
discuss/monitoring
|
||||
discuss/mentions
|
||||
discuss/tracking
|
||||
discuss/integrations
|
@ -1,190 +0,0 @@
|
||||
:banner: banners/discuss.jpg
|
||||
|
||||
=======
|
||||
Discuss
|
||||
=======
|
||||
|
||||
Overview
|
||||
========
|
||||
|
||||
Odoo Discuss is an easy to use messaging app for teams that brings all
|
||||
your organization's communication into one place and seamlessly
|
||||
integrates with the Odoo platform. Discuss lets you send and receive
|
||||
messages from wherever you are in Odoo as well as manage your messages
|
||||
and notifications easily from within the app. Discuss allows you to
|
||||
create **channels** for team chats, conversations about projects,
|
||||
meeting coordination, and more in one simple and searchable
|
||||
interface.
|
||||
|
||||
.. image:: media/discuss01.png
|
||||
:align: center
|
||||
|
||||
Communicating with Your Team Using Channels
|
||||
===========================================
|
||||
|
||||
You can use **channels** to organize discussions between individual
|
||||
teams, departments, projects, or any other group that requires regular
|
||||
communication. By having conversations that everyone in the channel can
|
||||
see, it's easy to keep the whole team in the loop with the latest
|
||||
developments.
|
||||
|
||||
Creating a Channel
|
||||
------------------
|
||||
|
||||
In Discuss there are two types of channels - **public** and
|
||||
**private**.
|
||||
|
||||
A **public channel** can only be created by an administrator with
|
||||
write privileges and can be seen by everyone in the organization. By
|
||||
contrast, a **private channel** can be created by any user and by
|
||||
default is only visible to users who have been invited to this
|
||||
channel.
|
||||
|
||||
.. note::
|
||||
A public channel is best used when many employees need to
|
||||
access information (such as interdepartmental communication or
|
||||
company announcements), whereas a private channel should be used
|
||||
whenever information should be limited to specific users/employees
|
||||
(such as department specific or sensitive information).
|
||||
|
||||
Configuring a Channel
|
||||
---------------------
|
||||
|
||||
You can configure a channel's name, description, access rights,
|
||||
automatic subscription, and emailing from
|
||||
:menuselection:`#channel-name --> Settings`.
|
||||
Changing channel access rights allows
|
||||
you to control which groups can view each channel. You can make a
|
||||
channel visible by all users, invited users, or users within a
|
||||
selected user group. Note that allowing "Everyone" to follow a
|
||||
private channel will let other users view and join it as they would
|
||||
a public channel.
|
||||
|
||||
.. image:: media/discuss02.png
|
||||
:align: center
|
||||
|
||||
How To Set Up a Mailing List
|
||||
----------------------------
|
||||
|
||||
A channel can be configured to behave as a mailing list. From within
|
||||
:menuselection:`#channel-name --> Settings`, define the email you would like to use.
|
||||
Users can then post to the channel and choose to receive
|
||||
notifications using the defined email address. An envelope icon will
|
||||
appear next to the channel name in the list to indicate that a
|
||||
channel will send messages by email.
|
||||
|
||||
Locating a Channel
|
||||
------------------
|
||||
|
||||
If you do not see a channel on your dashboard, you can search the
|
||||
list of **public channels** to locate the correct channel or create
|
||||
a new channel by clicking the plus icon.
|
||||
|
||||
.. image:: media/discuss03.png
|
||||
:align: center
|
||||
|
||||
You can also click the **CHANNELS** heading to browse a list of all
|
||||
public channels. This allows the user to manually **join** and
|
||||
**leave** public channels from a single screen.
|
||||
|
||||
.. note::
|
||||
It is always wise to search for a channel before creating a new
|
||||
one to ensure that duplicate entries are not created for the same topic.
|
||||
|
||||
Monitoring Your Messages Using the Inbox
|
||||
========================================
|
||||
|
||||
.. image:: media/discuss04.png
|
||||
:align: center
|
||||
|
||||
Use the **inbox** to monitor updates and progress on everything you do
|
||||
in Odoo. Notifications from everything you follow and conversations in
|
||||
which you are mentioned appear in your inbox.
|
||||
|
||||
.. image:: media/discuss05.png
|
||||
:align: center
|
||||
|
||||
Marking an item with a check sets the message to **read** and removes it
|
||||
from your inbox. If you would like to save an item for future reference
|
||||
or action, mark it with a star to add it to the **Starred** box. You can
|
||||
star any message or notification in Discuss or any of the item-specific
|
||||
chatters throughout Odoo to keep tabs on it here.
|
||||
|
||||
Sending Emails
|
||||
--------------
|
||||
|
||||
You can **send emails** from the inbox of Odoo Discuss. In addition
|
||||
to the usual email features, you can select a template that you have
|
||||
already created, or create one on the fly and save it for later use.
|
||||
|
||||
Grabbing Attention with Direct Messages and Mentions
|
||||
====================================================
|
||||
|
||||
You can **mention** a user in a channel or chatter by typing
|
||||
**@user-name**. Mentioning a user in the chatter will set them as a
|
||||
follower of the item (if they are not already) and send a message to
|
||||
their inbox. The item containing the mention will also be bolded in the
|
||||
list view. Mentioning a user in a channel will send a message to their
|
||||
inbox. You cannot mention a user in a channel who is not subscribed to
|
||||
the channel. Typing **#channel-name** will provide a link to the
|
||||
mentioned channel in either a chatter or another channel.
|
||||
|
||||
Direct Messaging a User
|
||||
-----------------------
|
||||
|
||||
**Direct messages** are private messages viewable only by the sender
|
||||
and recipient. You can send direct messages to other users from
|
||||
within the Discuss module by creating a new conversation or
|
||||
selecting an existing one from the sidebar. Direct messages can be
|
||||
sent from anywhere in Odoo using the speech bubble icon in the top
|
||||
bar. The online status of other users is displayed to the left of
|
||||
their name. A **green dot** indicates that a user is Online, an
|
||||
**orange dot** that they are Idle, and a **grey dot** that they are
|
||||
offline.
|
||||
|
||||
Desktop Notifications from Discuss
|
||||
----------------------------------
|
||||
|
||||
You can choose to see **desktop notifications** when you receive a
|
||||
new direct message. The notification shows you the sender and a
|
||||
brief preview of the message contents. These can be configured or
|
||||
disabled by clicking on the gear icon in the corner of the
|
||||
notification..
|
||||
|
||||
.. image:: media/discuss06.png
|
||||
:align: center
|
||||
|
||||
Tracking Important Topics, Projects, and Conversations
|
||||
======================================================
|
||||
|
||||
You can keep track of virtually any object in Odoo, such as a Task or
|
||||
Quotation, by **following** it. An item can be followed from the item
|
||||
view, just above the chatter.
|
||||
|
||||
.. image:: media/discuss07.png
|
||||
:align: center
|
||||
|
||||
You can choose which types of events to follow, with the depending on
|
||||
the type of item. The example below shows the options available when
|
||||
following a **task** in the **Projects** **Module**.
|
||||
|
||||
.. image:: media/discuss08.png
|
||||
:align: center
|
||||
|
||||
You can invite other users and add channels as followers. Adding a
|
||||
channel as a follower will send messages posted in the chatter to the
|
||||
channel with a link back to the original document.
|
||||
|
||||
.. image:: media/discuss09.png
|
||||
:align: center
|
||||
.. image:: media/discuss10.png
|
||||
:align: center
|
||||
|
||||
Using Filters to Navigate within Discuss
|
||||
========================================
|
||||
|
||||
The topbar search provides access to the same comprehensive search
|
||||
function present in the rest of Odoo. You can apply multiple **filter
|
||||
criteria** and **save filters** for later use. The search function
|
||||
accepts wildcards by using the underscore character "\ **\_**\ " to
|
||||
represent a **single character wildcard.**
|
10
discuss/integrations.rst
Normal file
@ -0,0 +1,10 @@
|
||||
:banner: banners/discuss.jpg
|
||||
|
||||
============
|
||||
Integrations
|
||||
============
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
integrations/mail_twitter
|
3
discuss/integrations/mail_twitter.rst
Normal file
@ -0,0 +1,3 @@
|
||||
======================================
|
||||
Integrating Twitter Feed with Channels
|
||||
======================================
|
10
discuss/mentions.rst
Normal file
@ -0,0 +1,10 @@
|
||||
:banner: banners/discuss.jpg
|
||||
|
||||
========
|
||||
Mentions
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
mentions/mentions
|
Before Width: | Height: | Size: 5.6 KiB After Width: | Height: | Size: 5.6 KiB |
38
discuss/mentions/mentions.rst
Normal file
@ -0,0 +1,38 @@
|
||||
====================================================
|
||||
Grabbing Attention with Direct Messages and Mentions
|
||||
====================================================
|
||||
|
||||
You can **mention** a user in a channel or chatter by typing
|
||||
**@user-name**. Mentioning a user in the chatter will set them as a
|
||||
follower of the item (if they are not already) and send a message to
|
||||
their inbox. The item containing the mention will also be bolded in the
|
||||
list view. Mentioning a user in a channel will send a message to their
|
||||
inbox. You cannot mention a user in a channel who is not subscribed to
|
||||
the channel. Typing **#channel-name** will provide a link to the
|
||||
mentioned channel in either a chatter or another channel.
|
||||
|
||||
Direct Messaging a User
|
||||
=======================
|
||||
|
||||
**Direct messages** are private messages viewable only by the sender
|
||||
and recipient. You can send direct messages to other users from
|
||||
within the Discuss module by creating a new conversation or
|
||||
selecting an existing one from the sidebar. Direct messages can be
|
||||
sent from anywhere in Odoo using the speech bubble icon in the top
|
||||
bar. The online status of other users is displayed to the left of
|
||||
their name. A **green dot** indicates that a user is Online, an
|
||||
**orange dot** that they are Idle, and a **grey dot** that they are
|
||||
offline.
|
||||
|
||||
Desktop Notifications from Discuss
|
||||
==================================
|
||||
|
||||
You can choose to see **desktop notifications** when you receive a
|
||||
new direct message. The notification shows you the sender and a
|
||||
brief preview of the message contents. These can be configured or
|
||||
disabled by clicking on the gear icon in the corner of the
|
||||
notification..
|
||||
|
||||
.. image:: media/discuss06.png
|
||||
:align: center
|
||||
|
10
discuss/monitoring.rst
Normal file
@ -0,0 +1,10 @@
|
||||
:banner: banners/discuss.jpg
|
||||
|
||||
==========
|
||||
Monitoring
|
||||
==========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
monitoring/monitoring
|
Before Width: | Height: | Size: 3.0 KiB After Width: | Height: | Size: 3.0 KiB |
Before Width: | Height: | Size: 7.5 KiB After Width: | Height: | Size: 7.5 KiB |
27
discuss/monitoring/monitoring.rst
Normal file
@ -0,0 +1,27 @@
|
||||
========================================
|
||||
Monitoring Your Messages Using the Inbox
|
||||
========================================
|
||||
|
||||
.. image:: media/discuss04.png
|
||||
:align: center
|
||||
|
||||
Use the **inbox** to monitor updates and progress on everything you do
|
||||
in Odoo. Notifications from everything you follow and conversations in
|
||||
which you are mentioned appear in your inbox.
|
||||
|
||||
.. image:: media/discuss05.png
|
||||
:align: center
|
||||
|
||||
Marking an item with a check sets the message to **read** and removes it
|
||||
from your inbox. If you would like to save an item for future reference
|
||||
or action, mark it with a star to add it to the **Starred** box. You can
|
||||
star any message or notification in Discuss or any of the item-specific
|
||||
chatters throughout Odoo to keep tabs on it here.
|
||||
|
||||
Sending Emails
|
||||
==============
|
||||
|
||||
You can **send emails** from the inbox of Odoo Discuss. In addition
|
||||
to the usual email features, you can select a template that you have
|
||||
already created, or create one on the fly and save it for later use.
|
||||
|
10
discuss/overview.rst
Normal file
@ -0,0 +1,10 @@
|
||||
:banner: banners/discuss.jpg
|
||||
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
overview/overview
|
Before Width: | Height: | Size: 2.4 KiB After Width: | Height: | Size: 2.4 KiB |
15
discuss/overview/overview.rst
Normal file
@ -0,0 +1,15 @@
|
||||
========
|
||||
Overview
|
||||
========
|
||||
|
||||
Odoo Discuss is an easy to use messaging app for teams that brings all
|
||||
your organization's communication into one place and seamlessly
|
||||
integrates with the Odoo platform. Discuss lets you send and receive
|
||||
messages from wherever you are in Odoo as well as manage your messages
|
||||
and notifications easily from within the app. Discuss allows you to
|
||||
create **channels** for team chats, conversations about projects,
|
||||
meeting coordination, and more in one simple and searchable
|
||||
interface.
|
||||
|
||||
.. image:: media/discuss01.png
|
||||
:align: center
|
10
discuss/team_communication.rst
Normal file
@ -0,0 +1,10 @@
|
||||
:banner: banners/discuss.jpg
|
||||
|
||||
=============
|
||||
Communication
|
||||
=============
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
team_communication/team_communication
|
Before Width: | Height: | Size: 4.2 KiB After Width: | Height: | Size: 4.2 KiB |
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
82
discuss/team_communication/team_communication.rst
Normal file
@ -0,0 +1,82 @@
|
||||
===========================================
|
||||
Communicating with Your Team Using Channels
|
||||
===========================================
|
||||
|
||||
You can use **channels** to organize discussions between individual
|
||||
teams, departments, projects, or any other group that requires regular
|
||||
communication. By having conversations that everyone in the channel can
|
||||
see, it's easy to keep the whole team in the loop with the latest
|
||||
developments.
|
||||
|
||||
Creating a Channel
|
||||
==================
|
||||
|
||||
In Discuss there are two types of channels - **public** and
|
||||
**private**.
|
||||
|
||||
A **public channel** can only be created by an administrator with
|
||||
write privileges and can be seen by everyone in the organization. By
|
||||
contrast, a **private channel** can be created by any user and by
|
||||
default is only visible to users who have been invited to this
|
||||
channel.
|
||||
|
||||
.. note::
|
||||
A public channel is best used when many employees need to
|
||||
access information (such as interdepartmental communication or
|
||||
company announcements), whereas a private channel should be used
|
||||
whenever information should be limited to specific users/employees
|
||||
(such as department specific or sensitive information).
|
||||
|
||||
Configuring a Channel
|
||||
=====================
|
||||
|
||||
You can configure a channel's name, description, access rights,
|
||||
automatic subscription, and emailing from
|
||||
:menuselection:`#channel-name --> Settings`.
|
||||
Changing channel access rights allows
|
||||
you to control which groups can view each channel. You can make a
|
||||
channel visible by all users, invited users, or users within a
|
||||
selected user group. Note that allowing "Everyone" to follow a
|
||||
private channel will let other users view and join it as they would
|
||||
a public channel.
|
||||
|
||||
.. image:: media/discuss02.png
|
||||
:align: center
|
||||
|
||||
How To Set Up a Mailing List
|
||||
============================
|
||||
|
||||
A channel can be configured to behave as a mailing list. From within
|
||||
:menuselection:`#channel-name --> Settings`, define the email you would like to use.
|
||||
Users can then post to the channel and choose to receive
|
||||
notifications using the defined email address. An envelope icon will
|
||||
appear next to the channel name in the list to indicate that a
|
||||
channel will send messages by email.
|
||||
|
||||
Locating a Channel
|
||||
==================
|
||||
|
||||
If you do not see a channel on your dashboard, you can search the
|
||||
list of **public channels** to locate the correct channel or create
|
||||
a new channel by clicking the plus icon.
|
||||
|
||||
.. image:: media/discuss03.png
|
||||
:align: center
|
||||
|
||||
You can also click the **CHANNELS** heading to browse a list of all
|
||||
public channels. This allows the user to manually **join** and
|
||||
**leave** public channels from a single screen.
|
||||
|
||||
.. note::
|
||||
It is always wise to search for a channel before creating a new
|
||||
one to ensure that duplicate entries are not created for the same topic.
|
||||
|
||||
|
||||
Using Filters to Navigate within Discuss
|
||||
========================================
|
||||
|
||||
The topbar search provides access to the same comprehensive search
|
||||
function present in the rest of Odoo. You can apply multiple **filter
|
||||
criteria** and **save filters** for later use. The search function
|
||||
accepts wildcards by using the underscore character "\ **\_**\ " to
|
||||
represent a **single character wildcard.**
|
10
discuss/tracking.rst
Normal file
@ -0,0 +1,10 @@
|
||||
:banner: banners/discuss.jpg
|
||||
|
||||
========
|
||||
Tracking
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
tracking/tracking
|
Before Width: | Height: | Size: 9.2 KiB After Width: | Height: | Size: 9.2 KiB |
Before Width: | Height: | Size: 3.8 KiB After Width: | Height: | Size: 3.8 KiB |
Before Width: | Height: | Size: 4.7 KiB After Width: | Height: | Size: 4.7 KiB |
Before Width: | Height: | Size: 3.7 KiB After Width: | Height: | Size: 3.7 KiB |
26
discuss/tracking/tracking.rst
Normal file
@ -0,0 +1,26 @@
|
||||
======================================================
|
||||
Tracking Important Topics, Projects, and Conversations
|
||||
======================================================
|
||||
|
||||
You can keep track of virtually any object in Odoo, such as a Task or
|
||||
Quotation, by **following** it. An item can be followed from the item
|
||||
view, just above the chatter.
|
||||
|
||||
.. image:: media/discuss07.png
|
||||
:align: center
|
||||
|
||||
You can choose which types of events to follow, with the depending on
|
||||
the type of item. The example below shows the options available when
|
||||
following a **task** in the **Projects** **Module**.
|
||||
|
||||
.. image:: media/discuss08.png
|
||||
:align: center
|
||||
|
||||
You can invite other users and add channels as followers. Adding a
|
||||
channel as a follower will send messages posted in the chatter to the
|
||||
channel with a link back to the original document.
|
||||
|
||||
.. image:: media/discuss09.png
|
||||
:align: center
|
||||
.. image:: media/discuss10.png
|
||||
:align: center
|