diff --git a/content/applications/productivity/discuss.rst b/content/applications/productivity/discuss.rst index cac02b6d6..3e0c6328b 100644 --- a/content/applications/productivity/discuss.rst +++ b/content/applications/productivity/discuss.rst @@ -1,105 +1,169 @@ :show-content: -:show-toc: +:hide-page-toc: ======= Discuss ======= -Odoo *Discuss* is an internal communication app that allows users to connect through messages, -notes, and file sharing, either through a persistent chat window that works across applications, or -through the dedicated *Discuss* dashboard. +Odoo **Discuss** is an internal communication app that allows users to connect through messages, +notes, file sharing, and video calls. **Discuss** enables communication through a persistent chat +window that works across applications, or through the dedicated *Discuss* dashboard. -.. _discuss_app/notification_preferences: +Upon opening the :menuselection:`Discuss app`, the :guilabel:`Discuss` dashboard appears. -Choose notifications preference -=============================== +Inbox, starred, and history +=========================== -Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app ---> Users --> User --> Preferences tab`. +Upon opening the :menuselection:`Discuss app`, the *Discuss* dashboard appears. -.. image:: discuss/preferences-user.png - :alt: View of the Preferences tab for Odoo Discuss. +On the :guilabel:`Discuss` dashboard, unread messages are visible in the :icon:`fa-inbox` +:guilabel:`Inbox`. :icon:`fa-star-o` :guilabel:`Starred` is where starred messages are stored. +:icon:`fa-history` :guilabel:`History` shows chatter updates for records in the Odoo database the +user has been assigned to, or tagged on. -By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this -setting enabled, a notification email will be sent by Odoo every time a message is sent from the -chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record -that the user follows. Something that triggers a notification is changing of the stage (if an email\ -is configured to be sent, for example if the task is set to :guilabel:`Done`). +Direct messages +=============== -By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's -*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking -:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional -actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the -message by selecting :guilabel:`Pin` or even mark the message as unread by selecting -:guilabel:`Marked as unread`. - -.. image:: discuss/reactions-discuss.png - :alt: View of an inbox message and its action options in Odoo Discuss. - -Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page, -while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`. - -.. image:: discuss/starred-messages.png - :alt: View of messages marked as todo in Odoo Discuss. - -Start chatting -============== - -The first time a user logs in to their account, OdooBot sends a message asking for permission to -send desktop notifications for chats. If accepted, the user will receive push notifications on their -desktop for the messages they receive, regardless of where the user is in Odoo. - -.. image:: discuss/odoobot-push.png - :alt: View of the messages under the messaging menu emphasizing the request for push - notifications for Odoo Discuss. +*Direct messages* allow the user to communicate privately with one or multiple team members. To +start a new direct message, click the :icon:`fa-plus` icon, next to :guilabel:`Direct Messages` on +the :guilabel:`Discuss` dashboard, and enter the name of the desired person in the :guilabel:`Start +a conversation` search bar that appears. .. tip:: - To stop receiving desktop notifications, reset the notifications settings of the browser. + Multiple names can be selected in the :guilabel:`Start a conversation` search bar. Once all of + the names have been entered, press :kbd:`Enter`. -To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon -next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard. +Direct message actions +---------------------- -.. image:: discuss/channels-direct-messages.png - :height: 400 - :alt: View of Discuss's panel emphasizing the titles channels and direct messages in Odoo - Discuss. +Hover over a direct message in the chat window to see a menu of actions to take on the message. -A company can also easily create :doc:`public and private channels `. +- :icon:`oi-smile-add` :guilabel:`(Add a Reaction)`: open a drop-down menu of emojis that can be + used to react to the direct message. +- :icon:`fa-reply` :guilabel:`(Reply)`: reply to the direct message in a thread. +- :icon:`fa-star-o` :guilabel:`(Mark as Todo)`: add the message to the :guilabel:`Starred` tab. +- :icon:`fa-ellipsis-h` :guilabel:`(Expand)`: reveals more message actions, including: -Mentions in the chat and on the chatter ---------------------------------------- + - :icon:`fa-thumb-tack` :guilabel:`Pin` + - :icon:`fa-eye-slash` :guilabel:`Mark as Unread` + - :icon:`fa-pencil` :guilabel:`Edit` + - :icon:`fa-trash` :guilabel:`Delete` -To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type -`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending -on their communication settings. +Conversation actions +-------------------- -.. image:: discuss/chat-windows.png - :alt: View of a couple of chat window messages for Odoo Discuss. +The icons in the top-right corner of a direct message conversation represent different actions the +user can take on that conversation. -.. tip:: - When a user is mentioned, the search list (list of names) suggests values first based on the - task's followers, and secondly on employees. If the record being searched does not match with - either a follower or employee, the scope of the search becomes all partners. +Click :icon:`fa-bell` :guilabel:`Notification Settings` to set up notification preferences for the +conversation, or click :icon:`fa-phone` :guilabel:`Start a Call` to begin a meeting. See the +:ref:`Meetings ` section for more information about meetings. + +At the top of the direct message window, click the name of the direct message to change the group +name, and choose to add a description in the adjacent :guilabel:`Add a description` field. + +.. image:: discuss/conversation-actions.png + :alt: View of the conversation actions. + + +.. note:: + The :guilabel:`Add a description` field is **only** available for group messages with more than + two participants. User status ----------- -It is helpful to see what colleagues are up to and how quickly they can respond to messages by -checking their *status*. The status is shown on the left side of a contact's name on the -:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*. +It is helpful to see what colleagues are up to, and how quickly they can respond to messages, by +checking their status. The status is displayed as a circle in the bottom-right corner of a contact's +photo in the :icon:`fa-users` :guilabel:`(Members List)`. + +The color of the circle represents the user's status: - Green = online - Orange = away - White = offline - Airplane = out of the office -.. image:: discuss/status.png - :height: 300 - :alt: View of the contacts' status for Odoo Discuss. +Leave a direct message conversation +----------------------------------- + +To leave a direct message conversations, click the :icon:`fa-times` :guilabel:`(Leave this channel)` +icon next to the conversation name in the :guilabel:`Direct Messages` section of the sidebar. + +.. note:: + Leaving a conversation does **not** delete the direct messages in the conversation. The direct + message conversation's history is visible when another direct message with the same person, or + group, is created. + +.. _discuss/meetings: + +Meetings +======== + +In **Discuss**, *Meetings* are video calls. To start a meeting from the :guilabel:`Discuss` +dashboard, click :guilabel:`Start a meeting` in the top-left corner, and select who to invite to the +meeting, via the :guilabel:`Invite People` drop-down window that appears. To start a meeting from a +direct message, click the :icon:`fa-phone` :guilabel:`Start a Call` icon in the top-right corner. + +.. image:: discuss/meeting.png + :alt: View of a Meeting in Odoo Discuss. + +Once a meeting has been started, the following buttons can be used: + ++-----------------------------+--------------------------------+ +| Icon | Use | ++=============================+================================+ +| :icon:`fa-microphone` | :guilabel:`Mute` | ++-----------------------------+--------------------------------+ +| :icon:`fa-microphone-slash` | :guilabel:`Unmute` | ++-----------------------------+--------------------------------+ +| :icon:`fa-headphones` | :guilabel:`Deafen` | ++-----------------------------+--------------------------------+ +| :icon:`fa-deaf` | :guilabel:`Undeafen` | ++-----------------------------+--------------------------------+ +| :icon:`fa-video-camera` | :guilabel:`Turn camera on/off` | ++-----------------------------+--------------------------------+ +| :icon:`fa-hand-paper-o` | :guilabel:`Raise Hand` | ++-----------------------------+--------------------------------+ +| :icon:`fa-desktop` | :guilabel:`Share Screen` | ++-----------------------------+--------------------------------+ +| :icon:`fa-arrows-alt` | :guilabel:`Enter Full Screen` | ++-----------------------------+--------------------------------+ + +.. _discuss_app/notification_preferences: + +User-specific notification preferences +====================================== + +Access user-specific preferences for the **Discuss** app by navigating to :menuselection:`Settings +app --> Manage Users`, select a user, then click the :guilabel:`Preferences` tab. + +.. image:: discuss/preferences-user.png + :alt: View of the Preferences tab for Odoo Discuss. + +By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this +setting enabled, a notification email is sent by Odoo every time a message is sent from the chatter +of a record, a note is sent with an `@` mention (from the chatter of a record), or a notification is +sent for a record the user follows. + +By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the **Discuss** app's +*Inbox*. + +Chat from different applications +================================ + +The **Discuss** application enables communication across all of Odoo's applications. To view chats +and channels, or start a new message, select the speech bubbles that are consistently present in the +upper-right corner of the database header. + +.. image:: discuss/discuss-in-other-apps.png + :alt: Use Discuss across other applications by clicking the speech bubbles. .. seealso:: - :doc:`discuss/team_communication` - :doc:`/applications/essentials/activities` + - :doc:`discuss/ice_servers` + - :doc:`discuss/chatter` .. toctree:: :titlesonly: diff --git a/content/applications/productivity/discuss/channels-direct-messages.png b/content/applications/productivity/discuss/channels-direct-messages.png deleted file mode 100644 index 468d73078..000000000 Binary files a/content/applications/productivity/discuss/channels-direct-messages.png and /dev/null differ diff --git a/content/applications/productivity/discuss/chat-windows.png b/content/applications/productivity/discuss/chat-windows.png deleted file mode 100644 index 979342a03..000000000 Binary files a/content/applications/productivity/discuss/chat-windows.png and /dev/null differ diff --git a/content/applications/productivity/discuss/conversation-actions.png b/content/applications/productivity/discuss/conversation-actions.png new file mode 100644 index 000000000..d09ad0459 Binary files /dev/null and b/content/applications/productivity/discuss/conversation-actions.png differ diff --git a/content/applications/productivity/discuss/discuss-in-other-apps.png b/content/applications/productivity/discuss/discuss-in-other-apps.png new file mode 100644 index 000000000..26730543c Binary files /dev/null and b/content/applications/productivity/discuss/discuss-in-other-apps.png differ diff --git a/content/applications/productivity/discuss/meeting.png b/content/applications/productivity/discuss/meeting.png new file mode 100644 index 000000000..f7ad57db6 Binary files /dev/null and b/content/applications/productivity/discuss/meeting.png differ diff --git a/content/applications/productivity/discuss/odoobot-push.png b/content/applications/productivity/discuss/odoobot-push.png deleted file mode 100644 index 8f7aec4d0..000000000 Binary files a/content/applications/productivity/discuss/odoobot-push.png and /dev/null differ diff --git a/content/applications/productivity/discuss/preferences-user.png b/content/applications/productivity/discuss/preferences-user.png index d1ef74967..fb046e433 100644 Binary files a/content/applications/productivity/discuss/preferences-user.png and b/content/applications/productivity/discuss/preferences-user.png differ diff --git a/content/applications/productivity/discuss/reactions-discuss.png b/content/applications/productivity/discuss/reactions-discuss.png deleted file mode 100644 index cb725bc42..000000000 Binary files a/content/applications/productivity/discuss/reactions-discuss.png and /dev/null differ diff --git a/content/applications/productivity/discuss/starred-messages.png b/content/applications/productivity/discuss/starred-messages.png deleted file mode 100644 index 0095e1a22..000000000 Binary files a/content/applications/productivity/discuss/starred-messages.png and /dev/null differ diff --git a/content/applications/productivity/discuss/status.png b/content/applications/productivity/discuss/status.png deleted file mode 100644 index c9e32ac0c..000000000 Binary files a/content/applications/productivity/discuss/status.png and /dev/null differ