diff --git a/project/configuration/media/setup01.png b/project/configuration/media/setup01.png new file mode 100644 index 000000000..4c8f1a358 Binary files /dev/null and b/project/configuration/media/setup01.png differ diff --git a/project/configuration/media/setup02.png b/project/configuration/media/setup02.png new file mode 100644 index 000000000..bf1fa9dbf Binary files /dev/null and b/project/configuration/media/setup02.png differ diff --git a/project/configuration/media/setup03.png b/project/configuration/media/setup03.png new file mode 100644 index 000000000..e39094b52 Binary files /dev/null and b/project/configuration/media/setup03.png differ diff --git a/project/configuration/media/setup04.png b/project/configuration/media/setup04.png new file mode 100644 index 000000000..ac8ec25ef Binary files /dev/null and b/project/configuration/media/setup04.png differ diff --git a/project/configuration/media/setup05.png b/project/configuration/media/setup05.png new file mode 100644 index 000000000..b62f55198 Binary files /dev/null and b/project/configuration/media/setup05.png differ diff --git a/project/configuration/media/setup06.png b/project/configuration/media/setup06.png new file mode 100644 index 000000000..bd5a91745 Binary files /dev/null and b/project/configuration/media/setup06.png differ diff --git a/project/configuration/media/setup07.png b/project/configuration/media/setup07.png new file mode 100644 index 000000000..dacbe7d1f Binary files /dev/null and b/project/configuration/media/setup07.png differ diff --git a/project/configuration/setup.rst b/project/configuration/setup.rst index 5235533f7..04b7e4067 100644 --- a/project/configuration/setup.rst +++ b/project/configuration/setup.rst @@ -1,3 +1,102 @@ ==================================== How to set up & configure a project? -==================================== \ No newline at end of file +==================================== + +Overview +======== + +Odoo Project allows you to manage a project together with your whole +team, and to communicate with any member for each project and task. + +It works with projects containing tasks following customizable stages. A +can be internal or customer-oriented. A task is something to perform as +part of a project. You will be able to give different tasks to several +employees working on this project. + +Installing the Project module +============================= + +Open the **Apps** module, search for **Project Management**, and click on +**Install**. + +.. image:: media/setup01.png + :align: center + +Creating a new project +====================== + +Open the **Project** application, and click on **Create**. From this window, +you can specify the name of the project and set up the privacy of the +project. + +The privacy setting works as: + +- **Customer Project**: visible in portal if the customer is a + follower. + +- **All Employees**: employees see all tasks or issues. + +- **Private Project**: followers can see only the followed tasks or + issues + +You can also specify if the project is destined to a customer, or leave +the **Customer** field empty if not. + +.. image:: media/setup02.png + :align: center + +When you have entered all the required details, click on **Save**. + +Manage your project's stages +============================ + +Add your project's stages +------------------------- + +On your project's dashboard. Click on **# Tasks**. + +.. image:: media/setup03.png + :align: center + +In the new window, add a new column and name it according to the first +stage of your project, then add as many columns as there are stages in +your project. + +.. image:: media/setup04.png + :align: center + +For each stage, there are markers for the status of tasks within a +stage, that you can personalize to fit your needs. + +Drag your mouse pointer over a stage name, and click on the appearing +bearing, and on the opening menu, click on **Edit**. + +.. image:: media/setup05.png + :align: center + +A new window will open. The color dots and star icon correspond to +customizable markers applied on tasks, making it easier to know what +task requires attention. You can give them any signification you like. + +.. image:: media/setup06.png + :align: center + +Click on **Save** when you are done. + +Rearrange stages +---------------- + +You can easily personalize this view to better suit your business needs +by creating new columns. From the Kanban view of your project, you can +add stages by clicking on **Add new column**. If you want to rearrange +the order of your stages, you can easily do so by dragging and dropping +the column you want to move to the desired location. You can also fold +or unfold your stages by using the **Setting** icon on your desired stage. + +.. image:: media/setup07.png + :align: center + +.. seealso:: + * :doc:`visualization` + * :doc:`collaboration` + * :doc:`time_record` \ No newline at end of file