[MOV] discuss: Split getting_started.rst into several sections
@ -10,7 +10,7 @@ Applications
|
|||||||
sales
|
sales
|
||||||
website
|
website
|
||||||
ecommerce
|
ecommerce
|
||||||
discuss/getting_started
|
discuss
|
||||||
purchase
|
purchase
|
||||||
inventory
|
inventory
|
||||||
manufacturing
|
manufacturing
|
||||||
|
@ -7,4 +7,9 @@ Discuss
|
|||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
: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
|