diff --git a/applications.rst b/applications.rst index 64f332875..22027855c 100644 --- a/applications.rst +++ b/applications.rst @@ -9,6 +9,7 @@ Applications crm sales expenses + discuss/getting_started purchase recruitment inventory diff --git a/discuss.rst b/discuss.rst new file mode 100644 index 000000000..b46d45419 --- /dev/null +++ b/discuss.rst @@ -0,0 +1,10 @@ +:banner: banners/crm.jpg + +======= +Discuss +======= + +.. toctree:: + :titlesonly: + + discuss/getting_started \ No newline at end of file diff --git a/discuss/getting_started.rst b/discuss/getting_started.rst new file mode 100644 index 000000000..a47ddfd47 --- /dev/null +++ b/discuss/getting_started.rst @@ -0,0 +1,97 @@ +:banner: banners/getting_started.jpg + +======= +Discuss +======= + +Overview +======== + +Odoo Discuss is an easy-to-use messaging app for teams that brings all +your organization’s communication into one place and integrates with the +Odoo platform. Discuss lets you send and receive messages from wherever +you are in Odoo as well as manage your messages and notifications easily +from within the app. Discuss allows you to create **channels** for team +chats, conversations about projects, meeting coordination, and more in +one simple and searchable interface. + +Monitoring Your Messages Using the Inbox +======================================== + +.. image:: media/getting_started01.png + :align: center + +Use the **inbox** to monitor updates and progress on everything you do +in Odoo. Notifications from everything you follow and conversations in +which you are mentioned appear in your inbox. + +.. image:: media/getting_started02.png + :align: center + +Marking an item with a check sets the message to **read** and removes it +from your inbox. If you would like to save an item for future reference +or action, mark it with a star to add it to the **Starred** box. You can +star any message or notification in Discuss or any of the item-specific +chatters throughout Odoo to keep tabs on it here. + +Communicating with Your Team Using Channels +=========================================== + +You can use **channels** to organize discussions between individual +teams, departments, projects, and any other communication need. By +having conversations that everyone in the **channel** can see, it’s easy +to keep the whole team in the loop with the latest developments. You can +attach files with Odoo Discuss just as you would in an email.If you need +to draw someone’s attention to a conversation, you can mention them by +typing @user-name. They will see a notification in their inbox and be +notified by email. Discuss can also alert you with desktop notifications +when you receive a new message. + +You can search the list of **public channels** or create a new +**channel** by clicking the plus icon. + +.. image:: media/getting_started03.png + :align: center + +Channels can be configured to aggregate emails from a specified address +and to send messages as emails. You can also define who can join and who +will be automatically included in a channel. + +.. image:: media/getting_started04.png + :align: center + +Desktop notifications allow quick previews of incoming messages without +interrupting what you are currently working on. These can be configured +or disabled via **preferences**. + +You Can Take it with You +======================== + +Click **Detach** to move a conversation to a detached window that stays +with you when navigating from app to app. Conversations can be accessed +universally from the speech bubble icon in the top bar. + +In addition to public channels and direct messages, you can create +private channels to discuss anything that is sensitive, confidential, or +otherwise unfit for a public channel. You can configure who is allowed +to join and follow private channels exactly as you would for a public +channel, however a private channel is only visible to it’s participants. + +Website Livechat +================ + +.. image:: media/getting_started05.png + :align: center + +If you have the **Website Livechat** module installed, new messages will +appear in the Discuss module allowing you to navigate between them as +you would with direct messages. + +Using Filters to Navigate within Discuss +======================================== + +The topbar search provides access to the same comprehensive search +function present in the rest of Odoo. You can apply multiple **filter +criteria** and **save filters** for later use. The search function +accepts wildcards by using the underscore character “\ **\_**\ ” to +represent a **single character wildcard**. diff --git a/discuss/media/getting_started01.png b/discuss/media/getting_started01.png new file mode 100644 index 000000000..dccda623f Binary files /dev/null and b/discuss/media/getting_started01.png differ diff --git a/discuss/media/getting_started02.png b/discuss/media/getting_started02.png new file mode 100644 index 000000000..c2dad39af Binary files /dev/null and b/discuss/media/getting_started02.png differ diff --git a/discuss/media/getting_started03.png b/discuss/media/getting_started03.png new file mode 100644 index 000000000..1ec3bc0dc Binary files /dev/null and b/discuss/media/getting_started03.png differ diff --git a/discuss/media/getting_started04.png b/discuss/media/getting_started04.png new file mode 100644 index 000000000..643d6bf8a Binary files /dev/null and b/discuss/media/getting_started04.png differ diff --git a/discuss/media/getting_started05.png b/discuss/media/getting_started05.png new file mode 100644 index 000000000..cc4140088 Binary files /dev/null and b/discuss/media/getting_started05.png differ