diff --git a/crm/leads/manage/lead_scoring.rst b/crm/leads/manage/lead_scoring.rst index 72ae7191d..0d53452cc 100644 --- a/crm/leads/manage/lead_scoring.rst +++ b/crm/leads/manage/lead_scoring.rst @@ -4,7 +4,7 @@ How to do efficient Lead Scoring? Odoo's Lead Scoring module allows you to give a score to your leads based on specific criteria - the higher the value, the more likely the -prospect is “ready for sales”. Therefore, the best leads are +prospect is "ready for sales". Therefore, the best leads are automatically assigned to your salespeople so their pipe are not polluted with poor-quality opportunities. diff --git a/inventory/management/incoming/two_steps.rst b/inventory/management/incoming/two_steps.rst index e82f34cda..a28ac8855 100644 --- a/inventory/management/incoming/two_steps.rst +++ b/inventory/management/incoming/two_steps.rst @@ -32,7 +32,7 @@ To allow management of routes, go to the menu Ensure that the routes option **Advance routing of product using rules** is checked, then click on **Apply** to save changes. -Make sure that **“Manage several locations per warehouse”** is also +Make sure that **"Manage several locations per warehouse"** is also ticked. How to configure your warehouse ? diff --git a/inventory/routes/concepts/procurement_rule.rst b/inventory/routes/concepts/procurement_rule.rst index 8a3718c92..692313026 100644 --- a/inventory/routes/concepts/procurement_rule.rst +++ b/inventory/routes/concepts/procurement_rule.rst @@ -25,8 +25,8 @@ Configuration ============= Procurement rules are part of the routes. Go to the Inventory -application>Configuration>Settings and tick “Advance routing of products -using rules”. +application>Configuration>Settings and tick "Advance routing of products +using rules". .. image:: media/procurement_rule01.png :align: center diff --git a/project/configuration.rst b/project/configuration.rst index 61b572a38..76205b7ab 100644 --- a/project/configuration.rst +++ b/project/configuration.rst @@ -7,4 +7,5 @@ Configuration and basic usage configuration/setup configuration/visualization + configuration/collaboration configuration/time_record \ No newline at end of file diff --git a/project/configuration/collaboration.rst b/project/configuration/collaboration.rst index 9f816f28f..da4c26e6d 100644 --- a/project/configuration/collaboration.rst +++ b/project/configuration/collaboration.rst @@ -1,3 +1,294 @@ ===================================== How to manage & collaborate on tasks? -===================================== \ No newline at end of file +===================================== + +Responsibilities +================ + +In Odoo, you can assign the person who is in charge of the task. + +When creating a task, by default you are responsible for it. You can +change this by simply typing the username of someone else and choosing +it from the suggestions in the drop down menu. + +.. tip:: + If you add someone new, you can "Create & Edit" a new user on the + fly. In order to do so, you need the administrator rights. + +Followers +========= + +In a task, you can add other users as **Followers**. Adding a follower means +that this person will be notified of any changes that might happen in +the task. The goal is to allow outside contribution from the chatter. +This can be invaluable when you need the advice of colleagues from other +departments. You could also invite customers to take part in the task. +They'll be notified by email of the conversation in the chatter, and +will be able to take part in it simply by replying to the mail. The +followers can see the whole task like you, with the description and the +chatter. + +Project: follow a project to follow the pipe +-------------------------------------------- + +You can decide to follow a Project. In this situation, you'll be +notified of any changes from the project: tasks sliding from one stage +to another,conversation taking place,, etc. You'll receive all the +information in your inbox. This feature is perfect for a Project Manager +who wants to see the big picture all the time. + +Task: follow a specific task +---------------------------- + +Following a task is the same idea as following a project, except you are +focused on a specific part of the project. All notifications or changes +in that task also appear in your inbox. + +Choose which action to follow +----------------------------- + +You can choose what you want to follow by clicking on the down arrow in +the Following button. + +By default, you follow the discussions but you can also choose to be +notified when a note is logged in, when a task is created, blocked or +ready to go, and when the stage of the task has changed. + +.. image:: media/manage_collaborate01.png + :align: center + +Time management: analytic accounts +================================== + +Whether it helps you for estimation of future projects or data for +billing or invoicing, time tracking in Project Management is a real +plus. + +The Odoo Timesheet app is perfectly integrated with Odoo Project and can +help you track time easily. + +Once Odoo Timesheet is installed, the timesheet option is automatically +available in projects and on tasks. + +To avoid any confusion, Odoo works with analytic accounts. An analytic +account is the name that will always be the reference for a specific +project or contract. Each time a project is created, an analytic account +is automatically created under the same name. + +Record a timesheet on a project: +--------------------------------- + +Click on the settings of a project. + +.. image:: media/manage_collaborate02.png + :align: center + +Click on the Timesheet button in the top grey menu. + +.. image:: media/manage_collaborate03.png + :align: center + +You get the Odoo Timesheet. Click on Create and a line will appear with +today's date and time. Your project name is automatically selected as +the Analytic Account. No task is set, you can choose to add a specific +task for it, or not. + +.. image:: media/manage_collaborate04.png + :align: center + +If you go now to Odoo Timesheet, your line will be recorded among your +other timesheets. + +Record a timesheet on a task: +------------------------------ + +Within a task, the timesheet option is also available. + +In the task, click on the Edit button. Go on the Timesheet tab and click +on Add an item. + +A line will appear with the name of the project already selected in the +Analytic account. + +Again, you'll find back these timesheet lines in the Odoo Timesheet +application. + +.. image:: media/manage_collaborate05.png + :align: center + +At the end of your project, you can get a real idea of the time you +spent on it by searching based on the Analytic Account name of your +project. + +Document Management in tasks +============================ + +You can manage documents related to tasks whether they're plans, +pictures of the formatting, etc. An image is sometimes more informative +than a thousand words! You have two ways to add a document to a task. + +1. You can add an image/document to your task by clicking on the +Attachment tab on the top of the form. + +.. image:: media/manage_collaborate06.png + :align: center + +2. You can add an image/document to your task through the Chatter. You +can log a note/send a message and attach a file to it. Or if someone +sends an email with an attachment, the document will be automatically +saved in the task. + +.. image:: media/manage_collaborate07.png + :align: center + +.. tip:: + If you have an important image that helps to understand the tasks you + can set it up as Cover Image. It'll show up in the Kanban view directly. + +.. image:: media/manage_collaborate08.png + :align: center + +Collaborate on tasks +==================== + +Tasks in Odoo Project are made to help you to work easily together with +your colleagues. This helps you save time and energy. + +The idea is to stay up to date with what interests you. You can +collaborate with your colleagues by writing on the same task at the same +time, with task delegation and the Chatter. + +Create a task from an email +--------------------------- + +You can configure an email address linked to your project. When an email +is sent to that address, it automatically creates a task in the first +step of the project, with all the recipients (To/Cc/Bcc) as followers. + +With Odoo Online, the mail gateway is already configured and so every +project gets an automatic email address. + +The email is always the name of the project (with "-" instead of the +space), you'll see it under the name of your project in the Project +Dashboard. + +.. image:: media/manage_collaborate09.png + :align: center + +This email address create by default following the project name can be +changed. + +The alias of the email address can be changed by the project manager. + +To do so, go to the Project Settings and click on the Email Tab. + +You can directly edit your project email address. + +.. image:: media/manage_collaborate10.png + :align: center + +The Chatter, status and follow-up. +---------------------------------- + +The Chatter is a very useful tool. It is a communication tool and shows +the history of the task. + +In the Chatter, you can see when the task has been created, when it has +passed from one stage to another, etc. Any changes made to that task are +logged into the Chatter automatically by the system. It also includes +the history of the interaction between you and your customer or +colleagues. All interactions are logged on the chatter, making it easy +for the task leader to remember past interactions. + +You can interact with followers whether there are internal (your +colleagues) or external (the client for example) by logging a note or +important information. Also, if you want to send an email to all the +followers of that specific task, you can choose to add a message to +notify all of them. For both of these options, the date and time is +saved on the entry. + +.. image:: media/manage_collaborate11.png + :align: center + +The description of the task, the Pad +------------------------------------ + +Odoo allows you to replace the task description field by an Etherpad +collaborative note (http://etherpad.org). This means that you can +collaborate on tasks in real time with several users contributing to the +same content. Every user has their own color and you can replay the +whole creation of the content. + +To activate this option, go to :menuselection:`Project Settings --> Pads`, +tick "Collaborative rich text on task description". + +.. image:: media/manage_collaborate12.png + :align: center + +.. tip:: + If you just need the pad and not the whole task page, you can click + on the icon on the top right to get to the pad directly. This also + gives you the direct url of the task description: useful if you want + to send it to someone without adding this person as a follower. + +.. image:: media/manage_collaborate13.png + :align: center + +Tasks states +============ + +Set the state of a task +----------------------- + +The status of the task is the easiest way to inform your colleagues when +you are working on a task, if the task is ready or if it is blocked. It +is a visual indicator that is seen in a glance. + +You can change the status of the task from the kanban view or directly +from the task. Just click on the status ball to get the choices: + +.. image:: media/manage_collaborate14.png + :align: center + +.. image:: media/manage_collaborate15.png + :align: center + +Custom states +------------- + +You can decide what the different status mean for each stage of your +project. On the kanban view, click on the gear icon on the top of the +stage, then click on edit: + +.. image:: media/manage_collaborate16.png + :align: center + +Next to the color ball, write the explanation of the state. + +.. image:: media/manage_collaborate17.png + :align: center + +Now, the explanation will be displayed instead of the generic text: + +.. image:: media/manage_collaborate18.png + :align: center + +Color Tags +========== + +In every task, you can add a tag. Tags are very useful to categorize the +tasks. It helps you to highlight a task from the Kanban view or better +find them thanks to the filters. + +If you are always working with a specific type of tag, you can highlight +the tasks containing the tag with the colors. Each tag can get a +specific color, it's very visual on the Kanban view. + +.. image:: media/manage_collaborate19.png + :align: center + +In order to make it appear on the kanban view, you have to set a color +on the tag, directly from the task: + +.. image:: media/manage_collaborate20.png + :align: center diff --git a/project/configuration/media/manage_collaborate01.png b/project/configuration/media/manage_collaborate01.png new file mode 100644 index 000000000..2f590c742 Binary files /dev/null and b/project/configuration/media/manage_collaborate01.png differ diff --git a/project/configuration/media/manage_collaborate02.png b/project/configuration/media/manage_collaborate02.png new file mode 100644 index 000000000..334ebc6f8 Binary files /dev/null and b/project/configuration/media/manage_collaborate02.png differ diff --git a/project/configuration/media/manage_collaborate03.png b/project/configuration/media/manage_collaborate03.png new file mode 100644 index 000000000..daf23a859 Binary 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For example, if I want to see all the products bought for the current month, I need to click on the **+** icon on the vertical axis and - then on “Products”. + then on "Products". Depending on the data you want to highlight, you may need to display diff --git a/website/seo.rst b/website/seo.rst index 17ec81b63..a339cfb92 100644 --- a/website/seo.rst +++ b/website/seo.rst @@ -335,7 +335,7 @@ With the following components: - **my-great-product** = by default, this is the slugified title of the product this page refers to. But you can customize it for SEO - purposes. A product named “Pain carré” will be slugified to + purposes. A product named "Pain carré" will be slugified to "pain-carre". Depending on the namespace, this could be different objects (blog post, page title, forum post, forum comment, product category, etc) @@ -375,7 +375,7 @@ by search engines. Example: .. note:: Having the language code as fr\_FR is not perfect in terms of SEO. - Although most search engines treat now “\_” as a word separator, it has + Although most search engines treat now "\_" as a word separator, it has not always been the case. We plan to improve that for Odoo 10. Changes in URLs & Titles