diff --git a/content/applications/services/project.rst b/content/applications/services/project.rst index f6b7a7a3f..15d3ba4c7 100644 --- a/content/applications/services/project.rst +++ b/content/applications/services/project.rst @@ -16,5 +16,5 @@ coworkers, and keep track of each project's profitability. .. toctree:: :titlesonly: - project/tasks project/project_management + project/tasks diff --git a/content/applications/services/project/project_management.rst b/content/applications/services/project/project_management.rst index e38396da4..91589356a 100644 --- a/content/applications/services/project/project_management.rst +++ b/content/applications/services/project/project_management.rst @@ -13,6 +13,8 @@ into tasks, which are categorized on a whiteboard according to what production p `Odoo Tutorials: Kanban Project Management `_ +.. _project_management/configuration: + Configuration ============= diff --git a/content/applications/services/project/tasks.rst b/content/applications/services/project/tasks.rst index 66434bedd..4f815b417 100644 --- a/content/applications/services/project/tasks.rst +++ b/content/applications/services/project/tasks.rst @@ -1,11 +1,12 @@ :nosearch: -===== -Tasks -===== +=============== +Task management +=============== .. toctree:: :titlesonly: - tasks/email_alias + tasks/task_stages_statuses + tasks/task_creation tasks/recurring_tasks diff --git a/content/applications/services/project/tasks/email_alias.rst b/content/applications/services/project/tasks/email_alias.rst deleted file mode 100644 index 69521b96e..000000000 --- a/content/applications/services/project/tasks/email_alias.rst +++ /dev/null @@ -1,37 +0,0 @@ -========================================== -Create Project's Tasks from an Email Alias -========================================== - -When you already have an email address that customers know from the top of their heads, changing -it is the last thing you want to do. Instead, link that address to your project and transform -those conversations into structured work. It automatically creates a task in the first stage -of a project. - -Set up an incoming email server -=============================== - -| On the *Settings* application, enable *External Email Servers* and define the incoming email - alias you would like to use. -| **For more information**: :doc:`/applications/general/email_communication/email_servers` - -Configure the email alias in your project ------------------------------------------ - -| Now that you have the incoming email server set up, go to - :menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define - the wanted email alias and choose the policy to receive a message. -| In addition, you can now directly set it when creating a new project. - -.. image:: email_alias/email_project.png - :align: center - :alt: In the settings of your project, define the emails alias under the tab email in Odoo Project - -.. important:: - All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task. - -The email can be seen under the name of your project on the dashboard. - -.. image:: email_alias/email_dashboard_project.png - :align: center - :height: 300 - :alt: View of the email alias chosen on the dashboard view in Odoo Project diff --git a/content/applications/services/project/tasks/email_alias/email_dashboard_project.png b/content/applications/services/project/tasks/email_alias/email_dashboard_project.png deleted file mode 100644 index 2bffe17c0..000000000 Binary files a/content/applications/services/project/tasks/email_alias/email_dashboard_project.png and /dev/null differ diff --git a/content/applications/services/project/tasks/task_creation.rst b/content/applications/services/project/tasks/task_creation.rst new file mode 100644 index 000000000..0a5afcaf2 --- /dev/null +++ b/content/applications/services/project/tasks/task_creation.rst @@ -0,0 +1,121 @@ +============= +Task creation +============= + +Tasks in Odoo Project can be created manually or automatically, including from emails or website +forms. + +Manual task creation +==================== + +Open the Project app and choose the desired project. Create a new task by doing one of the +following: + + - Clicking the :icon:`fa-plus` (:guilabel:`plus`) button in the upper left corner. This creates + a new task in the first stage of your Kanban view. + - Pressing the :icon:`fa-plus` (:guilabel:`plus`) button next to the Kanban stage name. This + creates a new task in this Kanban stage. + +Fill in the :guilabel:`Task Title` and add one or more :guilabel:`Assignees`, then click +:guilabel:`Add`. + +Task configuration +------------------ + +Click the task to open it. The task form includes the following fields that you can fill in: + + - :guilabel:`Task Title`: title of the task. + - :icon:`fa-star-o` (:guilabel:`Star`): click the :icon:`fa-star-o` (:guilabel:`star`) icon to mark + the task as high priority. The icon will turn yellow. Click it again to remove the high priority. + - :guilabel:`Project`: the project that this task belongs to. + - :guilabel:`Assignees`: the person(s) in charge of handling the work on this task. + - :guilabel:`Tags`: custom labels allowing to categorize and filter your tasks. + - :guilabel:`Customer`: the person or company that will be billed for this task. This field only + appears in tasks that belong to billable projects. + - :guilabel:`Sales Order Item`: this can be either the sales order that was used to create this + task, or a sales order that was linked to this task manually. This field only appears in tasks + linked to billable projects. + - :guilabel:`Allocated Time`: the amount of time that the work on this task is expected to last, + tracked by timesheets. + - :guilabel:`Deadline`: the expected end date of the task. Once this field is filled in, you can + also add a start date to designate the entire time frame of the tasks' duration. + +.. tip:: + + - You can also create new tasks by switching to the list or Gantt view and clicking + :guilabel:`New`. + - The following fields can also be edited directly from the Kanban view without opening the + individual task: :icon:`fa-star-o` (**priority**), :guilabel:`Allocated hours`, + :guilabel:`Assignees`, and **task status**. You can also **color code** or :guilabel:`Set a + Cover image` to your task by clicking the :icon:`fa-ellipsis-v` (**vertical ellipsis**). + - You can use the following keyboard shortcuts in the task title to configure new tasks (modify + the values in the examples below according to your needs): + + - **30h**: to allocate 30 hours to the task. + - **#tags**: to add tags to the task. + - **@user**: to assign the task to a user. + - **!**: to star the task as high priority. + + Along with using the correct format, follow this order: the task's name, followed by the + allocated time, the tags, the assignee, and then the priority. + + For example, if you want to create a task named "Prepare workshop", allocate 5h hours to it, + add the "School" tag, assign it to Audrey and set its priority to :guilabel:`High`, enter the + following task title: Prepare workshop 5h #school @Audrey ! + + .. image:: task_creation/task-shortcuts.png + :alt: Using keyboard shortcuts to create a task in Project. + +Creating tasks from an email alias +================================== + +This feature allows for project tasks to be automatically created once an email is delivered to a +designated email address. + +To configure it, open the Project app, then click the :icon:`fa-ellipsis-v` (:guilabel:`vertical +ellipsis`) icon next to the desired project's name. Select :guilabel:`Settings`, then open the +:guilabel:`Settings` tab. + +Fill in the :guilabel:`Create tasks by sending an email to` field as follows: + + - **Section of the alias before the @ symbol**: type the name of the email alias, e.g. `contact`, + `help`, `jobs`. + - **Domain**: in most cases, this is filled in by default with your + :doc:`domain <../../../general/email_communication/email_servers>`. + - **Accept Emails From**: refine the senders whose emails will create tasks in the project. + +.. image:: task_creation/email-configuration.png + :alt: View of the email alias chosen on the dashboard view in Odoo Project + +Once configured, the email alias can be seen under the name of your project on the Kanban dashboard. + +When an email is sent to the alias, the email is automatically converted into a project task. The +following rules apply: + +- The email sender is displayed in the :guilabel:`Customer` field. +- The email subject is displayed in the :guilabel:`Task Title` field. +- The email body is displayed in the :guilabel:`Description` field. +- The whole content of the email is additionally displayed in the **chatter**. +- All the recipients of the email (To/Cc/Bcc) that are Odoo users are automatically added as + **followers** of the task. + +Creating tasks from a website form +================================== + +If you have the Website app installed in your database, you can configure any form on your +website to trigger the creation of tasks in a project. + +#. Go to the website page where you wish to add the the form and + :ref:`add the Form building block `. +#. In the website editor, edit the following fields: + + - :guilabel:`Action`: select :guilabel:`Create a Task`. + - :guilabel:`Project`: choose the project that you want the new tasks to be created in. + +#. :ref:`Customize the form `. + +When the form is submitted, it automatically creates a project task. The task's content is defined +by the form's corresponding fields. + +.. seealso:: + :doc:`Dynamic website content <../../../websites/website/web_design/building_blocks/dynamic_content>` diff --git a/content/applications/services/project/tasks/task_creation/email-configuration.png b/content/applications/services/project/tasks/task_creation/email-configuration.png new file mode 100644 index 000000000..37d4d7005 Binary files /dev/null and b/content/applications/services/project/tasks/task_creation/email-configuration.png differ diff --git a/content/applications/services/project/tasks/email_alias/email_project.png b/content/applications/services/project/tasks/task_creation/email_project.png similarity index 100% rename from content/applications/services/project/tasks/email_alias/email_project.png rename to content/applications/services/project/tasks/task_creation/email_project.png diff --git a/content/applications/services/project/tasks/task_creation/task-shortcuts.png b/content/applications/services/project/tasks/task_creation/task-shortcuts.png new file mode 100644 index 000000000..4f13c916b Binary files /dev/null and b/content/applications/services/project/tasks/task_creation/task-shortcuts.png differ diff --git a/content/applications/services/project/tasks/task_stages_statuses.rst b/content/applications/services/project/tasks/task_stages_statuses.rst new file mode 100644 index 000000000..b0fb95bf5 --- /dev/null +++ b/content/applications/services/project/tasks/task_stages_statuses.rst @@ -0,0 +1,73 @@ +======================== +Task stages and statuses +======================== + +Task stages +=========== + +Task stages are displayed as columns in the project's Kanban view, and allow you to update the +progress of its tasks with a drag-and-drop. In most projects, the stages will be akin to **New**, +**In progress**, **Backlog**, etc. + +By default, task stages are project-specific but can be shared across multiple projects that follow +the same workflow. + +Creating task stages +-------------------- + +Odoo Project doesn’t provide default stages but instead allows you to create custom stages tailored +to your specific business needs. You are prompted to do so immediately after :ref:`creating a new +project `. + +To create a stage, type its name into the :guilabel:`Stage...` field, then click :guilabel:`Add`. + +.. tip:: + Click :guilabel:`See examples` to find ideas for stage names applicable to your line of business. + +Editing task stages +------------------- + +To edit the task stage, click the :icon:`fa-cog` (:guilabel:`cog`) icon next to its name. From +there, click one of the following: + + - :guilabel:`Fold`: to hide the task stage and all of the tasks in this stage from the Kanban view. + - :guilabel:`Edit`: + + - :guilabel:`Name`: to change the name of the stage. + - :guilabel:`SMS/Email Template`: to automatically send an email or SMS notification to the + customer when a task reaches this stage. + - :guilabel:`Folded in Kanban`: to hide the task stage and all of the tasks in this stage from + the Kanban view. + - :guilabel:`Projects`: to share this task stage between several projects. + - :guilabel:`Automations`: to create :doc:`custom rules that trigger automatic actions + <../../../studio/automated_actions>` (e.g., creating activities, adding followers, or sending + webhook notifications). Note that this will activate Studio in your database, which may impact + your pricing plan. + + - :guilabel:`Delete`: to delete this stage. + - :guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks in this stage. + +Task statuses +============= + +Task statuses are used to track the status of tasks within the Kanban stage, as well as to close the +task when it’s done or canceled. Unlike Kanban stages, they cannot be customized; five task statuses +exist in Odoo and are used as follows: + + - :guilabel:`In Progress`: this is the default state of all tasks, meaning that work required for + the task to move to the next Kanban stage is ongoing. + - :guilabel:`Changes Requested`: to highlight that changes, either requested by the customer or + internally, are needed before the task is moved to the next Kanban stage. + - :guilabel:`Approved`: to highlight that the task is ready to be moved to the next stage. + - :guilabel:`Canceled`: to cancel the task. + - :guilabel:`Done`: to close the task once it's been completed. + +.. note:: + + - The :guilabel:`Changes Requested` and :guilabel:`Approved` task statuses are cleared as soon as + the task is moved to another Kanban stage. The task status reverts to the default :guilabel:`In + Progress` status so that :guilabel:`Changes Requested` or :guilabel:`Approved` status can be + applied again once the necessary work has been completed in this Kanban stage. + - The :guilabel:`Done` and :guilabel:`Canceled` statuses are independent from the Kanban stage. + Once a task is marked as :guilabel:`Done` or :guilabel:`Canceled`, it is closed. If needed, it + can be reopened by changing its status. diff --git a/content/applications/websites/website/web_design/building_blocks.rst b/content/applications/websites/website/web_design/building_blocks.rst index ae433c609..b3de38c54 100644 --- a/content/applications/websites/website/web_design/building_blocks.rst +++ b/content/applications/websites/website/web_design/building_blocks.rst @@ -13,6 +13,8 @@ pages. Four types of building blocks are available depending on their use: .. seealso:: `Odoo Tutorial: Design your first webpage `_ +.. _websites/website/web_design/building_blocks: + Adding a building block ======================= diff --git a/redirects/17.0.txt b/redirects/17.0.txt index eae33cfb3..1efceda68 100644 --- a/redirects/17.0.txt +++ b/redirects/17.0.txt @@ -74,3 +74,4 @@ applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/p # applications/services applications/services/helpdesk/overview/getting_started.rst applications/services/helpdesk.rst #helpdesk/overview/getting_started --> helpdesk +applications/services/project/tasks/email_alias.rst applications/services/project/tasks/task_creation.rst #project/tasks/email_alias --> task_creation