[IMP] Field_Service: Creating tasks page

taskid-4043610

closes odoo/documentation#10328

X-original-commit: 036593f1e1
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>

content/applications/inventory_and_mrp/manufacturing/workflows/continuous_improvement.rst

@@ -148,7 +148,7 @@ products produced using the new |BoM|. If a defective product has already been s
 it may be necessary to repair (or update) that product.
 
 In such a case, the *Field Service* app can be used to schedule :doc:`onsite interventions
-<../../../services/field_service/onsite_interventions>`. These interventions allow service
+<../../../services/field_service/creating_tasks>`. These interventions allow service
 technicians (or other employees) to be sent to a customer's location to address an issue with a
 product.
 

content/applications/services/field_service.rst

@@ -13,7 +13,7 @@ Field Service
 .. toctree::
    :titlesonly:
 
-   field_service/onsite_interventions
+   field_service/creating_tasks
    field_service/product_management
    field_service/planning_itinerary
    field_service/worksheets

content/applications/services/field_service/creating_tasks.rst

@@ -0,0 +1,30 @@
+============================
+Creating field service tasks
+============================
+
+Tasks in Odoo Field Service can be created manually or automatically, including from sales orders or
+helpdesk tickets.
+
+Manual task creation
+====================
+
+To create a new field service task:
+
+#. Open the Field service app and go to :menuselection:`Field Service --> All Tasks --> All Tasks`.
+#. Click :guilabel:`New`.
+#. Fill in the task title, :guilabel:`Customer` and any other :ref:`optional field <task_creation/task-configuration>`,
+   then save manually.
+
+Task creation from a sales order
+================================
+
+This feature allows for field service tasks to be automatically created from a sales order. When you
+create a quotation with the :ref:`service product <sales/invoicing/configured-service-product>`
+and confirm it, a task is automatically created in your Field Service project. Click the
+:guilabel:`Tasks` smart button to access it from the sales order.
+
+Task creation from a helpdesk ticket
+====================================
+
+If you have the Helpdesk app installed, you can :ref:`create field service tasks from a helpdesk
+ticket <helpdesk/field>`.

content/applications/services/field_service/onsite_interventions.rst

@@ -1,54 +0,0 @@
-=============================
-Onsite interventions planning
-=============================
-
-From a sales order
-==================
-
-Allowing your sales team to open onsite interventions creates a seamless experience for your
-customers. They can receive a quotation they first have to approve before the work even starts.
-
-Go to :menuselection:`Field Service --> Configuration --> Products` and create or edit a product.
-
-#. Under the :guilabel:`General Information` tab, select :guilabel:`Service` as :guilabel:`Product
-   Type`.
-#. Under the :guilabel:`Sales` tab, select :guilabel:`Timesheets on tasks` as :guilabel:`Service
-   Invoicing Policy`.
-#. Select :guilabel:`Create a task in an existing project` as :guilabel:`Service Tracking`.
-#. Select your :guilabel:`Project`.
-#. If you use them, select your :guilabel:`Worksheet Template`, and save.
-
-.. image:: onsite_interventions/product-configuration.png
-   :align: center
-   :alt: Product configuration to create tasks from sales orders in Odoo Field Service
-
-From the :doc:`Sales <../../sales/sales>` app, create a quotation with the product and confirm it. A
-task is automatically set up under your Field Service project. It is directly accessible from the
-sales order.
-
-.. image:: onsite_interventions/task-on-so.png
-   :align: center
-   :alt: Field Service task on a sales order in Odoo Sales
-
-From helpdesk tickets
-=====================
-
-The integration with the :doc:`Helpdesk <../helpdesk>` app lets your helpdesk team manage
-intervention requests directly. Planning field service tasks from tickets speeds up your processes.
-
-Configure the helpdesk team
----------------------------
-
-Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`. Select a team and enable
-:guilabel:`Onsite Interventions`.
-
-.. image:: onsite_interventions/helpdesk-settings.png
-   :align: center
-   :alt: Onsite interventions settings in Odoo Helpdesk
-
-The helpdesk tickets of the team now display the :guilabel:`Plan Intervention` button. Click on it
-to create a new task under your field service project.
-
-.. image:: onsite_interventions/plan-intervention-from-ticket.png
-   :align: center
-   :alt: Plan intervention from helpdesk tickets in Odoo Helpdesk

content/applications/services/project/tasks/task_creation.rst

@@ -19,6 +19,8 @@ following:
 Fill in the :guilabel:`Task Title` and add one or more :guilabel:`Assignees`, then click
 :guilabel:`Add`.
 
+.. _task_creation/task-configuration:
+
 Task configuration
 ------------------
 

redirects/17.0.txt

@@ -76,6 +76,7 @@ applications/sales/point_of_sale/pricing/digital_labels.rst applications/sales/p
 applications/services/helpdesk/overview/getting_started.rst applications/services/helpdesk.rst                                                            #helpdesk/overview/getting_started --> helpdesk
 applications/services/project/tasks/email_alias.rst applications/services/project/tasks/task_creation.rst                                                 #project/tasks/email_alias --> task_creation
 applications/services/field_service/default_warehouse.rst applications/services/field_service/product_management.rst                                                 #project/tasks/email_alias --> task_creation
+applications/services/field_service/onsite_interventions.rst applications/services/field_service/creating_tasks.rst
 
 # applications/website