[ADD] project: How to manage & collaborate on tasks?

https://docs.google.com/document/d/1wK_yaHZ6SgnmvBTIwtYTlz7aic7L6eLe4MLGvExKt8M/edit

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.
 

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 ?

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
+application>Configuration>Settings and tick "Advance routing of products
-using rules”.
+using rules".
 
 .. image:: media/procurement_rule01.png
     :align: center

project/configuration.rst

@@ -7,4 +7,5 @@ Configuration and basic usage
 
    configuration/setup
    configuration/visualization
+   configuration/collaboration
    configuration/time_record

project/configuration/collaboration.rst

@@ -1,3 +1,294 @@
 =====================================
 How to manage & collaborate on tasks?
 =====================================
+
+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

purchase/purchases/rfq/analyze.rst

@@ -61,7 +61,7 @@ extra data to your report by clicking on the **Measures** icon.
     your report in order to change the way your information is displayed. 
     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

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