[IMP] events: update track and manage talks

closes odoo/documentation#9223

Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

content/applications/marketing/events/track_manage_talks.rst

@@ -1,161 +1,143 @@
-======================
-Track and manage talks
-======================
+============================
+Talks, proposals, and agenda
+============================
 
-With Odoo Events, it's possible to provide attendees with the power to propose presenters to speak
-at events.
+With Odoo *Events*, users can utilize a fully-integrated event website, where attendees can quickly
+access various tracks (talks, presentations, etc.), view entire agendas, and propose talks for the
+event.
 
-Configuration
+Event website
 =============
 
-First, go to :menuselection:`Events --> Configuration --> Settings` and enable :guilabel:`Schedule &
-Tracks`.
+To access an event website, navigate to the specific event form in the Odoo *Events* app, and click
+the :guilabel:`Go to Website` smart button. Or, while on the Odoo-built website for the company,
+click the :guilabel:`Events` header option, and select the desired event to view that event's
+website.
 
-When that feature is enabled, two more options become available: *Live Broadcast* and *Event
-Gamification*.
+On the event website, there is an event-specific subheader menu with different options to choose
+from.
 
-:guilabel:`Live Broadcast` allows for the airing of tracks online through a YouTube integration.
+With the *Schedule & Tracks* setting enabled in the Odoo *Events* app, the following links are
+automatically added to the subheader menu, located on the event website: :guilabel:`Talks`,
+:guilabel:`Talk Proposals`, and :guilabel:`Agenda`.
 
-:guilabel:`Event Gamification` allows for the sharing of a quiz with your attendees, once a track
-(talk) is over.
+.. image:: track_manage_talks/track-submenu-options.png
+   :align: center
+   :alt: The track-related event submenu options on an event website built with Odoo Events.
+
+To enable the :guilabel:`Schedule & Tracks` setting, navigate to :menuselection:`Events app -->
+Configuration --> Settings`, tick the checkbox beside :guilabel:`Schedule & Tracks`, and click
+:guilabel:`Save`.
+
+Talks page
+----------
+
+The :guilabel:`Talks` link takes the attendee to a page filled with all the planned tracks for the
+event.
+
+.. image:: track_manage_talks/talks-page.png
+   :align: center
+   :alt: The Talks page on an event website built through the Odoo Events application.
+
+At the top of :guilabel:`Talks` page, there are drop-down filter menus beside a :guilabel:`Search
+a talk...` search bar.
+
+The first drop-down filter menu (with the starting title: :guilabel:`Favorites`) is the only
+drop-down filter menu that appears by default. When clicked, the resulting menu presents two
+options: :guilabel:`Favorites` and :guilabel:`All Talks`.
+
+Selecting :guilabel:`Favorites` shows *only* the tracks that have been favorited by the attendee.
+
+.. note::
+   If no tracks have been favorited, and the :guilabel:`Favorites` filter is selected, Odoo presents
+   all the event tracks.
+
+Selecting :guilabel:`All Talks` shows *all* the tracks, regardless if they have been favorited or
+not.
+
+The other drop-down filter menus that appear on this page are related to any configured tags (and
+tag categories) created for event tracks in the backend.
 
 .. tip::
-   :guilabel:`Event Gamification` isn't necessary for tracks to appear on the event page on the
-   website, but it can enhance the engagement and overall enjoyablity of the event for attendees.
+   To add tags and tag categories to track forms, open a desired event track form, and start typing
+   a new tag in the :guilabel:`Tags` field. Then, click :guilabel:`Create and edit...` from the
+   resulting drop-down menu.
 
-Talks, talk proposals, and agenda
-=================================
+   Doing so reveals a :guilabel:`Create Tags` pop-up form.
 
-Once those two features are enabled, the following links are automatically added to the sub-header
-menu, located on the event page on the website: :guilabel:`Talks`, :guilabel:`Talk Proposals`, and
-:guilabel:`Agenda`. Any attendee can freely access these menu items and their corresponding content.
+   .. image:: track_manage_talks/create-tags-popup.png
+      :align: center
+      :alt: The Create Tags pop-up form that coincides with drop-down filter menus on Talks page.
 
-The :guilabel:`Talks` link takes the attendee to a page full of all the talks for that event.
+   From here, users see the recently added tag in the :guilabel:`Tag Name` field. Beneath that,
+   there is an option to add a specific :guilabel:`Color Index` to the tag for added organization.
 
-The :guilabel:`Talks Proposals` link takes the attendee to a form page, where they can propose
-talks for the event.
+   Lastly, there is the :guilabel:`Category` field, where users can either select a pre-existing
+   category for this new tag, or create a new one.
 
-The :guilabel:`Agenda` link takes the attendee to a page with all the talks for the event, but in a
-calendar/time-slot format.
+   All options in the :guilabel:`Category` field for tags appear as their own drop-down filter menu
+   on the :guilabel:`Talks` page, located on the event website.
 
-.. image:: track_manage_talks/events-talk-proposal-header.png
+Beneath the drop-down filter menus at the top of the :guilabel:`Talks` page, there is a list of
+planned tracks for the specific event, organized by day.
+
+If an attendee wishes to favorite a track, they can click the :icon:`fa-bell-o` :guilabel:`(empty
+bell)` icon, located to the right of the track title. Attendees will know a track has been favorited
+when they notice the icon has been changed to :icon:`fa-bell` :guilabel:`(filled bell)` icon.
+
+Favoriting a track this way places it on the list of :guilabel:`Favorites`, which is accessible from
+the default drop-down filter menu, located at the top of the :guilabel:`Talks` page.
+
+Talk Proposals page
+-------------------
+
+The :guilabel:`Talk Proposals` link takes attendees to a page on the event website, wherein they can
+formerly submit a proposal for a talk (:dfn:`track`) for the event, via a custom online form.
+
+.. image:: track_manage_talks/talk-proposals-page.png
    :align: center
-   :alt: View of the published website and the talks, talk proposals, and agenda in Odoo Events
+   :alt: The Talk Proposals page on the event website built with the Odoo Events application.
 
-Manage talk proposals
-=====================
+In addition to the form, an introduction to the page, along with any other pertinent information
+related to the types of talks the event will feature can be added, if needed.
 
-When attendees fill out and submit a talk proposal form on the website, a new :guilabel:`Proposal`
-is instantly created in the back end for the event.
+The talk proposal form can be modified in a number of different ways, via the web builder tools,
+accessible by clicking :guilabel:`Edit` while on the specific page.
 
-.. note::
-   All talks (Proposals, Confirmed, Announced, etc.) are accessible via the :guilabel:`Tracks`
-   smart button on the event form.
+Then, proceed to edit any of the default fields, or add new forms with the :guilabel:`Form` building
+block (located in the :guilabel:`Blocks` section of the web builder tools sidebar).
 
-.. image:: track_manage_talks/events-tracks-kanban.png
+Once all the necessary information is entered into the form, the attendees just need to click the
+:guilabel:`Submit Proposal` button.
+
+Then, that talk, and all the information entered on the form, can be accessed on the
+:guilabel:`Event Tracks` page for that specific event in the :guilabel:`Proposal` stage, which is
+accessible via the :guilabel:`Tracks` smart button on the event form.
+
+At that point, an internal user can review the proposed talk, and choose to accept or deny the
+proposal.
+
+If accepted, the internal user can then move the track to the next appropriate stage in the Kanban
+pipeline on the :guilabel:`Event Tracks` page for the event. Then, they can open that track form,
+and click the :guilabel:`Go to Website` smart button to reveal that track's page on the event
+website.
+
+From there, they can toggle the :guilabel:`Unpublished` switch in the header to
+:guilabel:`Published`, which allows all event attendees to view and access the talk.
+
+Agenda page
+-----------
+
+The :guilabel:`Agenda` link takes attendees to a page on the event website, showcasing an event
+calendar, depicting when (and where) events are taking place for that specific event.
+
+.. image:: track_manage_talks/event-agenda-page.png
    :align: center
-   :alt: View of the talks' proposals page emphasizing the column proposal in Odoo Events.
+   :alt: The event Agenda page on the event website built with the Odoo Events application.
 
-If a proposal is accepted, move the :guilabel:`Event Track` to the appropriate stage in the Kanban
-view (e.g. `Confirmed`, etc.). Then, go to that particular event's template form, and click the
-:guilabel:`Go to Website` smart button to reach that specific talk's page on the website.
+Clicking any track on the calendar takes the attendee to that specific track's detail page on the
+event website.
 
-In the upper right corner, toggle the switch from :guilabel:`Unpublished` to :guilabel:`Published`,
-and the talk is instantly accessible on the website.
-
-.. note::
-   Without publishing a talk, attendees will never be able to access it.
-
-.. image:: track_manage_talks/events-tracks-publish.png
-   :align: center
-   :alt: View of the website page to publish a proposed talk for Odoo Events.
-
-Attendees list and attendance
------------------------------
-
-Once attendees have registered for a specific event, they are added to the :guilabel:`Attendee List`
-for that event, which is accessible via the :guilabel:`Attendees` smart button on the event template
-form, or :menuselection:`Reporting --> Attendees` and sorted by event.
-
-.. note::
-   When an attendee arrives at the event, they will be marked as attending (:guilabel:`Confirmed
-   Attendance`), and the status of that attendee will change to :guilabel:`Attended.`
-
-.. image:: track_manage_talks/events-attendees-smartbutton.png
-   :align: center
-   :alt: Overview of events with the kanban view in Odoo Events.
-
-When analyzing an :guilabel:`Attendees list`, Odoo provides different ways to view the information.
-Each view option presents the same information, but in a slightly different layout. To change the
-view, click on the icons in the upper right hand of the screen.
-
-.. image:: track_manage_talks/events-attendees-view-options.png
-   :align: center
-   :alt: Various view options on the attendees list page.
-
-In the :guilabel:`Kanban` view, it can be confirmed whether the attendees have already paid or
-remain unpaid.
-
-The :guilabel:`List` view provides information in a more traditional list formation.
-
-The :guilabel:`Calendar` view provides a clear schedule visualization of which attendees are
-arriving on specific dates of the event.
-
-The :guilabel:`Graph` view provides graphical representations of that event's attendees, along with
-numerous filters and customizable measures for deeper analysis.
-
-The :guilabel:`Cohort` view lays out attendee data to better analyze the number of registration
-dates.
-
-.. note::
-   Tickets sold through sales orders validate attendees as soon as the quotation is confirmed.
-
-Manage registrations
---------------------
-
-Upon selecting an attendee, Odoo reveals that specific attendee's detail form.
-
-From here, event badges can be sent manually, by selecting :guilabel:`Send By Email`. The
-:guilabel:`Attendee` can also be marked as :guilabel:`Attended`, or the registration can be
-canceled altogether via the :guilabel:`Cancel Registration` button.
-
-.. image:: track_manage_talks/events-send-email-button.png
-   :align: center
-   :alt: View of an attendee form emphasizing the send by email and cancel registration in Odoo
-         Events.
-
-Lead Generation Rules
----------------------
-
-With Odoo, leads can be generated from events.
-
-To create and configure a :guilabel:`Lead Generation Rule` related to events, navigate to
-:menuselection:`Events app --> Configuration --> Lead Generation`.
-
-On the :guilabel:`Lead Generation Rule` page, every configured :guilabel:`Lead Generation Rule`
-can be found, along with pertinent data related to those rules.
-
-.. image:: track_manage_talks/events-lead-generation-rule-page.png
-   :align: center
-   :alt: How the Lead Generation Rule page looks in Odoo Events.
-
-To create a new :guilabel:`Lead Generation Rule`, click :guilabel:`Create`, and fill out the
-:guilabel:`Lead Generation Rule` form.
-
-.. image:: track_manage_talks/events-lead-generation-rule-template.png
-   :align: center
-   :alt: How the Lead Generation Rule template looks in Odoo Events.
-
-After naming the rule, configure *how* the lead should be created (either :guilabel:`Per Attendee`
-or :guilabel:`Per Order`), and *when* they should be created, (when
-:guilabel:`Attendees are created`, when :guilabel:`Attendees are confirmed`, or when
-:guilabel:`Attendees attended` the event).
-
-In the :guilabel:`For any of these Events` section, there are fields to attach this rule to any
-specific event categories, company, and/or event. To add even more specificity to the rule, a
-domain filter rule can be configured to ensure the rule only applies to a specific target audience
-of attendees (found in the :guilabel:`If the Attendees meet these Conditions` section).
-
-Lastly, in the :guilabel:`Lead Default Values` section, designate a :guilabel:`Lead Type`, then
-assign it to a specific :guilabel:`Sales Team` (and/or :guilabel:`Salesperson`), and attach tags to
-the rule, if necessary.
+If an attendee wishes to favorite a track, they can click the :icon:`fa-bell-o` :guilabel:`(empty
+bell)` icon, located to the right of the track title. Attendees will know a track has been favorited
+when they notice the icon has been changed to :icon:`fa-bell` :guilabel:`(filled bell)` icon.