[ADD] Discuss: Getting Started with Odoo Discuss
https://docs.google.com/document/d/1emwQqWWpVytK8NJZdKRoxNmBRh2SN_g4MlEogp5y1es/edit
This commit is contained in:
parent
ea334f5983
commit
6f1225bbee
@ -9,6 +9,7 @@ Applications
|
|||||||
crm
|
crm
|
||||||
sales
|
sales
|
||||||
expenses
|
expenses
|
||||||
|
discuss/getting_started
|
||||||
purchase
|
purchase
|
||||||
recruitment
|
recruitment
|
||||||
inventory
|
inventory
|
||||||
|
10
discuss.rst
Normal file
10
discuss.rst
Normal file
@ -0,0 +1,10 @@
|
|||||||
|
:banner: banners/crm.jpg
|
||||||
|
|
||||||
|
=======
|
||||||
|
Discuss
|
||||||
|
=======
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
discuss/getting_started
|
97
discuss/getting_started.rst
Normal file
97
discuss/getting_started.rst
Normal file
@ -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**.
|
BIN
discuss/media/getting_started01.png
Normal file
BIN
discuss/media/getting_started01.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 3.0 KiB |
BIN
discuss/media/getting_started02.png
Normal file
BIN
discuss/media/getting_started02.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 7.5 KiB |
BIN
discuss/media/getting_started03.png
Normal file
BIN
discuss/media/getting_started03.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 12 KiB |
BIN
discuss/media/getting_started04.png
Normal file
BIN
discuss/media/getting_started04.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 5.6 KiB |
BIN
discuss/media/getting_started05.png
Normal file
BIN
discuss/media/getting_started05.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 2.4 KiB |
Loading…
Reference in New Issue
Block a user