[IMP] project: documentation overhaul (#581)

fsm/overview/manage_employees_schedule.rst

@@ -39,4 +39,4 @@ person he can be assigned.
    Create projects per team, or per working site, and have a more accurate and dynamic database.
 
 .. seealso::
-   * :doc:`../../project/configuration/setup`
+   * :doc:`../../project/overview/setup`

project.rst

@@ -8,7 +8,7 @@ Project
    :titlesonly:
 
    project/overview
-   project/configuration
+   project/tasks
    project/planning
+   project/record_and_invoice
    project/advanced
-   project/application

project/advanced.rst

@@ -5,6 +5,7 @@ Advanced
 .. toctree::
    :titlesonly:
 
-   advanced/so_to_task
+   advanced/advanced_projects
    advanced/feedback
-   advanced/profitability
+   advanced/so_to_task
+   advanced/profitability

project/advanced/advanced_projects.rst

@@ -0,0 +1,111 @@
+=========================
+Advanced Project Settings
+=========================
+
+Projects can be created for a specific customer or team, and can be coordinated among your
+employees through visibility options. Stages can be shared among tasks, and the exact time spent on
+each project can be tracked. All of it in favor of a more integrated and dynamic organization.
+
+Create advanced projects
+========================
+| Go to :menuselection:`Project --> Configuration --> Projects --> Create`.
+| Choose a *Customer* in order to create a project specifically for him. If not, simply leave the
+  field blank.
+
+.. image:: media/advanced_project.png
+   :align: center
+   :alt: Click on create and enable multiple options for an advanced project in Odoo Project
+
+Choose who can access a project
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To create a project for specific teams, under *Visibility*, choose who can have access to the
+project:
+
+- *Invited employees*: the ones who are followers (see :doc:`../tasks/collaborate`)
+- *All employees*.
+- *Portal users and all employees*: it enables the option *Share*. Recipients receive an
+  email with an invitation to access the document (project).
+
+Choose an *Analytic Account* to track the profitability of your project in a specific account.
+
+Timesheet and record time on tasks
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+| To track the time spent on tasks, enable *Timesheets*.
+| In order to be able to launch a timer, also enable *Timesheet timer*.
+
+.. image:: media/timesheet.png
+   :align: center
+   :alt: Tab timesheet is being shown under a task in Odoo Project
+
+Create sales orders from a task
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To invoice the time (service) and material used on a task, enable *Bill from tasks*. Then, choose
+the service/product which you would like to bill, or create one on the fly.
+
+.. image:: media/create_sales_order.png
+   :align: center
+   :height: 270
+   :alt: Menu create sales order is being shown under a task in Odoo Project
+
+Track the material used on a task
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After enabling *Bill from Tasks*, enable *Products on Tasks* to track the products/material used
+during the work on a specific task.
+
+.. image:: media/track_material.png
+   :align: center
+   :alt: Menu to add products is being shown under a task in Odoo Project
+
+Take advantage of worksheets
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Worksheets are reports of the work done. To customize and include them in your tasks, enable
+*Worksheets*. Choose an existing template or create one on the fly.
+
+.. image:: media/worksheets.png
+   :align: center
+   :alt: Options worksheet and send report being shown under a task in Odoo Project
+
+Schedule shifts on projects
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To create shifts to manage your tasks, assign employees, and stay organized, enable *Planning*.
+
+.. image:: media/planning_menu.png
+   :align: center
+   :width: 290
+   :alt: Shortcut to planning from the dashboard in Odoo Project
+
+.. image:: media/planning_view.png
+   :align: center
+   :alt: Planning view from a project in Odoo Project
+
+Manage employees work hours
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+*Working time* defines the number of your employees’ working hours. It adjusts the Gantt
+planning view of your interventions. Open the external link to adjust the daily hours.
+
+.. image:: media/work_hours.png
+   :align: center
+   :height: 380
+   :alt: Edit the working hours from Odoo Project
+
+Share stages across projects
+============================
+
+| In order to have a clean Kanban view that works across projects, and even to avoid duplicates,
+  delineate specific stages for different projects.
+| Go to :menuselection:`Settings --> Activate the developer mode`. Now, go to
+  :menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add
+  the projects among which you would like to share stages.
+
+.. image:: media/share_stages.png
+   :align: center
+   :alt: Open a stage and choose the projects to share it with in Odoo Project
+
+

project/advanced/so_to_task.rst

@@ -1,114 +1,71 @@
-======================================
-How to create tasks from sales orders?
+===========================================
+Create Projects and Tasks from Sales Orders
+===========================================
+
+When you sell your services, you can choose to automatically have a project/task created, helping
+you to not lose track of the work that needs to get done, streamlining the processes between teams.
+In addition to that, you are able to invoice or reinvoice clients according to the exact time
+spent on that service.
+
+Product set up
+==============
+
+| Under :menuselection:`Sales --> Products --> Products` create a new product or set up an existing
+  one. Under *General Information* set the *Product Type* as *Service*. Under the *Sales* tab select
+  the *Service Invoicing Policy* and *Service Tracking*.
+| If you choose to:
+
+| - *Create a task in an existing project*: a task is added in the first column of the selected
+   project.
+| - *Create a task in sales order’s project*: a new project for each sales order of that service is
+   created based on the template you have chosen.
+| - *Create a new project but no task*: only creates a new project, for each time that service is
+   sold, based on the skeleton of the project template chosen.
+
+.. image:: media/sales_invoicing.png
+   :align: center
+   :alt: Choose the invoicing options on a product form under the sales tab in Odoo Project
+
+Confirm a quotation and have a project/task created
+===================================================
+
+Now, once a *Quotation* is confirmed and transformed into a *Sales Order*, a project or task
+is automatically created.
+
+.. image:: media/confirm_quotation.png
+   :align: center
+   :alt: Click on confirm in a quotation and have a task or project created for Odoo Project
+
+Access the task generated from Project
 ======================================
 
-In this section, we will see the integration between Odoo's **Project
-management** and **Sales** modules and more precisely how to generate tasks
-from sales order lines.
+On the *Project* application, your new project and/or task (depending on the previous *Service
+Tracking* options chosen), is shown:
 
-In project management, a task is an activity that needs to be
-accomplished within a defined period of time. For a company selling
-services, the task typically represents the service that has been sold
-to the customer and that needs to be delivered. This is why it is useful
-to be able to generate a task from a sale order in order to streamline
-the process between the Sales and Services departments.
+.. image:: media/access_tasks.png
+   :align: center
+   :height: 250
+   :alt: Click on tasks in the dashboard view to access them in Odoo Project
 
-As an example, you may sell a pack of ``50 Hours`` of support at ``$25,000``.
-The price is fixed and charged initially. But you want to keep track of
-the support service you did for the customer. On the sale order, the
-service will trigger the creation of a task from which the consultant
-will record timesheets and, if needed, reinvoice the client according to
-the overtime spent on the project.
+Record the time spent and create an invoice
+===========================================
 
-Configuration
-=============
+From *Project*, access your task and document the time spent under the *Timesheets* tab.
 
-Install the required applications
----------------------------------
+.. image:: media/record_time.png
+   :align: center
+   :alt: Access the task and under the tab timesheet record the time spent in Odoo Project
 
-In order to be able to generate a task from a sale order you will need
-to install the **Sales Management** and **Project** application. Simply go into
-the application module and install the following:
+Once the task is complete, click on *Sales Order* and *Create Invoice*.
 
-.. image:: media/so_to_task01.png
-    :align: center
+.. image:: media/sales_order.png
+   :align: center
+   :alt: Click on sales order in the task once it is complete in Odoo Project
 
-.. image:: media/so_to_task02.png
-    :align: center
-
-And finally, the **Timesheet** app, Timesheet will not only let you create a task from a Sales order, but also invoice your customer based on the time spent on that task. 
-
-Simply go into the application module and install the following:
-
-.. image:: media/so_to_task03.png
-    :align: center
-
-Create and set up a product
-===========================
-
-You need to configure your service on the product form itself in order
-to generate a task every time it will be sold. From the **Sales** module,
-use the menu :menuselection:`Sales --> Products` and create a new 
-product with the`following setup:
-
--   **Name**: Technical Support
-
--   **Product Type**: Service
-
--   **Unit of Measure**: Hours (go to :menuselection:`Configuration --> Settings`
-    and, under **Unit of measures**, check the **Some products may be
-    sold/purchased in different unit of measures (advanced)** radio
-    button)
-
--   **Invoicing policy**: You can set up your invoice policy either on
-    ordered quantity or on delivered quantity. You can easily follow
-    the amount of hours that were delivered and/or invoiced to your
-    client.
-
--   **Track Service**: Create a task and track hours, as your product
-    is a service invoiceable by hours you have to set the units of
-    measures of the product to hours as well.
-
-.. image:: media/so_to_task04.png
-    :align: center
-
-.. note::
-    Link your task to an existing project or create a new one on the fly if 
-    the product is specific to one project. Otherwise, you can leave it 
-    blank, odoo will then create a project per SO.
-
-Create the Sales Order
-======================
-
-Once the product is set up, you can create a quotation or a sale order
-with the related product. Once the quotation is confirmed and
-transformed into a sale order, the task will be created.
-
-.. image:: media/so_to_task05.png
-    :align: center
-
-Access the task generated from the sale order
-=============================================
-
-On the Project module, your new task will appear :
-
--   either on a related project if you have selected one in the product
-    form
-
--   either on a new project with the name of related the sale order as
-    title (you can easily change the name of the project by clicking
-    on :menuselection:`More --> Settings`)
-
-.. image:: media/so_to_task06.png
-    :align: center
-
-On the task itself, you will now be able to record timesheets and to
-invoice your customers based on your invoicing policy.
-
-.. note::
-    On Odoo, the central document is the sales order, which means that 
-    the source document of the task is the related sales order.
+.. tip::
+   To only invoice approved timesheets, go to :menuselection:`Timesheets --> Configuration -->
+   Settings`, and enable *Approved timesheets only*.
 
 .. seealso::
-    * :doc:`../configuration/setup`
-    * :doc:`../../sales/invoicing/subscriptions`
+    - :doc:`../overview/setup`
+    - :doc:`../../sales/invoicing/subscriptions`

project/application.rst

@@ -1,9 +0,0 @@
-=====================
-Awesome Timesheet App
-=====================
-
-.. toctree::
-   :titlesonly:
-
-   application/intro
-

project/application/intro.rst

@@ -1,28 +0,0 @@
-===================
-Demonstration Video
-===================
-
-.. youtube:: v2O0YZU19ms
-    :align: right
-    :width: 700
-    :height: 394
-
-Transcript
-==========
-
-Awesome Timesheet is a mobile app that helps me to instantly record 
-any time spent on projects in just a click. It's so effortless.
-
-Regardless of the device, the timesheet app is just one click away. 
-Look at the chrome plugin. No need to sign in, just click and start. 
-It's smooth. It works offline too and is automatically synchronized 
-with my Odoo account.
-
-Plus, I get individual statistics via the mobile and chrome plugin. 
-I can go further in the analysis in my Odoo account. I receive reports 
-of timesheets per user, drill-down per project, and much more. 
-
-Awesome Timesheet is fully integrated with Odoo invoicing, the customer 
-billing is done automatically. But also with Odoo projects. It's time-saving!
-
-Download awesome timesheet now and gain in productivity.

project/configuration.rst

@@ -1,11 +0,0 @@
-=============================
-Configuration and basic usage
-=============================
-
-.. toctree::
-   :titlesonly:
-
-   configuration/setup
-   configuration/visualization
-   configuration/collaboration
-   configuration/time_record

project/configuration/collaboration.rst

@@ -1,295 +0,0 @@
-=====================================
-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 in a full 
-    screen view. Click on the ``</>`` icon to get 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

project/configuration/setup.rst

@@ -1,102 +0,0 @@
-====================================
-How to set up & configure a project?
-====================================
-
-Overview
-========
-
-Odoo Project allows you to manage a project together with your whole
-team, and to communicate with any member for each project and task.
-
-It works with projects containing tasks following customizable stages. 
-A project can be internal or customer-oriented. A task is something to 
-perform as part of a project. You will be able to give different tasks 
-to several employees working on this project.
-
-Installing the Project module
-=============================
-
-Open the **Apps** module, search for **Project Management**, and click on
-**Install**.
-
-.. image:: media/setup01.png
-    :align: center
-
-Creating a new project
-======================
-
-Open the **Project** application, and click on **Create**. From this window, 
-you can specify the name of the project and set up the privacy of the
-project.
-
-The privacy setting works as:
-
--   **Customer Project**: visible in portal if the customer is a
-    follower.
-
--   **All Employees**: employees see all tasks or issues.
-
--   **Private Project**: followers can see only the followed tasks or
-    issues
-
-You can also specify if the project is destined to a customer, or leave
-the **Customer** field empty if not.
-
-.. image:: media/setup02.png
-    :align: center
-
-When you have entered all the required details, click on **Save**.
-
-Manage your project's stages
-============================
-
-Add your project's stages
--------------------------
-
-On your project's dashboard. Click on **# Tasks**.
-
-.. image:: media/setup03.png
-    :align: center
-
-In the new window, add a new column and name it according to the first
-stage of your project, then add as many columns as there are stages in
-your project.
-
-.. image:: media/setup04.png
-    :align: center
-
-For each stage, there are markers for the status of tasks within a
-stage, that you can personalize to fit your needs.
-
-Drag your mouse pointer over a stage name, and click on the appearing
-bearing, and on the opening menu, click on **Edit**.
-
-.. image:: media/setup05.png
-    :align: center
-
-A new window will open. The color dots and star icon correspond to
-customizable markers applied on tasks, making it easier to know what
-task requires attention. You can give them any signification you like.
-
-.. image:: media/setup06.png
-    :align: center
-
-Click on **Save** when you are done.
-
-Rearrange stages
-----------------
-
-You can easily personalize this view to better suit your business needs
-by creating new columns. From the Kanban view of your project, you can
-add stages by clicking on **Add new column**. If you want to rearrange
-the order of your stages, you can easily do so by dragging and dropping
-the column you want to move to the desired location. You can also fold
-or unfold your stages by using the **Setting** icon on your desired stage.
-
-.. image:: media/setup07.png
-    :align: center
-
-.. seealso::
-    * :doc:`visualization`
-    * :doc:`collaboration`
-    * :doc:`time_record`

project/configuration/time_record.rst

@@ -1,58 +0,0 @@
-=========================
-How to record time spent?
-=========================
-
-Overview
-========
-
-Odoo allows you to record the time spent per employee and per project,
-for simple reports as well as for direct invoicing to the customer.
-
-Configuration
-=============
-
-In order to record the time spent on projects, you must first activate
-the invoicing of timesheets. Into the **Project** application, open
-:menuselection:`Configuration --> Settings`. In the **Timesheets** section 
-of the page, tick **Activate timesheets on issues**.
-
-.. image:: media/time_record01.png
-    :align: center
-
-.. note::
-    Activating the option will install the Sales, Invoicing, 
-    Issue Tracking, Employee and Timesheet apps.
-
-Recording timesheets
-====================
-
-You can record the time spent in projects straight from the projects
-application. You can either record timesheets in a project, or in a
-task.
-
-Recording in a project
-----------------------
-
-In the **Project** application dashboard, open the **More** menu of the 
-project you want to record timesheets for, and click on **Timesheets**.
-
-.. image:: media/time_record02.png
-    :align: center
-
-In the new window, click on **Create** and insert the required details, then
-click on **Save**.
-
-.. image:: media/time_record03.png
-    :align: center
-
-Recording in a task
--------------------
-
-In the **Project** app, open the project you want to record timesheets for,
-and open the task on which you have been working.
-
-In the task, click on **Edit**, open the **Timesheets** tab and click on **Add
-an item**. Insert the required details, then click on **Save**.
-
-.. image:: media/time_record04.png
-    :align: center

project/configuration/visualization.rst

@@ -1,87 +0,0 @@
-===========================
-Visualize a project's tasks
-===========================
-
-In day to day business, your company might struggle due to the important
-amount of tasks to fulfill. Those tasks already are complex enough.
-Having to remember them all and follow up on them can be a burden.
-Luckily, Odoo enables you to efficiently visualize and organize the
-different tasks you have to cope with.
-
-Create a task
-=============
-
-While in the project app, select an existing project or create a new
-one.
-
-In the project, create a new task.
-
-.. image:: media/visualization01.png
-    :align: center
-
-In that task you can then assigned it to the right person, add tags, a
-deadline, descriptions… and anything else you might need for that task.
-
-.. image:: media/visualization02.png
-    :align: center
-
-View your tasks with the Kanban view
-====================================
-
-Once you created several tasks, they can be managed and followed up
-thanks to the Kanban view.
-
-The Kanban view is a post-it like view, divided in different stages. It
-enables you to have a clear view on the stages your tasks are in and
-which one have the higher priorities.
-
-The Kanban view is the default view when accessing a project, but if you
-are on another view, you can go back to it any time by clicking the
-Kanban view logo in the upper right corner
-
-.. image:: media/visualization03.png
-    :align: center
-
-You can also notify your colleagues about the status of a task right
-from the Kanban view by using the little dot, it will notify follower of
-the task and indicate if the task is ready.
-
-.. image:: media/visualization04.png
-    :align: center
-
-Sort tasks in your Kanban view
-==============================
-
-Tasks are ordered by priority, which you can give by clicking on the
-star next to the clock and then by sequence, meaning if you manually
-move them using drag & drop, they will be in that order and finally by
-their ID linked to their creation date.
-
-.. image:: media/visualization06.png
-    :align: center
-
-Tasks that are past their deadline will appear in red in your Kanban
-view.
-
-.. note::
-    If you put a low priority task on top, when you go back to your
-    dashboard the next time, it will have moved back below the high priority
-    tasks.
-
-Manage deadlines with the Calendar view
-=======================================
-
-You also have the option to switch from a Kanban view to a calendar
-view, allowing you to see every deadline for every task that has a
-deadline set easily in a single window.
-
-Tasks are color coded to the employee they are assigned to and you can
-filter deadlines by employees by selecting who's deadline you wish to
-see.
-
-.. image:: media/visualization05.png
-    :align: center
-
-.. tip::
-    You can easily change the deadline from the Calendar view by
-    dragging and dropping the task to another case.

project/overview.rst

@@ -5,4 +5,5 @@ Overview
 .. toctree::
    :titlesonly:
 
-   overview/main_concepts
+   overview/setup
+   overview/share

project/overview/main_concepts.rst

@@ -1,8 +0,0 @@
-========
-Overview
-========
-
-.. toctree::
-   :titlesonly:
-
-   main_concepts/introduction

project/overview/main_concepts/introduction.rst

@@ -1,91 +0,0 @@
-============================
-Introduction to Odoo Project
-============================
-
-.. youtube:: PWKez0gn6Ts
-    :align: right
-    :width: 700
-    :height: 394
-
-Transcript
-==========
-
-As a business manager, I have a varied job involving 
-multiple stakeholders. To manage every task seamlessly, 
-Odoo Projects is of great help. 
-
-With Odoo Projects, our project team members can easily 
-plan and execute the launching of a new product line in 
-Canada. I organized this project by creating different 
-stages. It allows us to clearly identify the status of 
-any task at any time, and for any user. It is convenient 
-for any other project manager too. 
-
-These well-structured project stages are fully customizable. 
-Here I identify one missing stage, I can easily add it 
-in just a click. In our project management process, I 
-proceed to a final review, so I add this stage. Odoo 
-projects is designed to work for any kind of business.  
-
-Once a task is done, each colleague can highlight it by 
-changing its status. That will help the project manager 
-to review the task before changing the stage with a 
-simple drag and drop. Easy, right?
-
-We can also organize the different tasks by adapting the 
-view. Here, I select the list view, which shows other 
-information such as the working time progress. If I click 
-on my task, I land on the form view where I can edit the 
-planned hours and enter my timesheets. This is a great 
-tool for any project manager. Controlling the working 
-time progress and the time spent for each team member is 
-essential. I set the time for the sales team training to 
-24 hours. Today, I prepared the material, so I will log 4 
-hours in the timesheet. The working time progress updates 
-automatically. Thanks to this timesheet integration, the 
-project manager has a thorough follow-up on the progress 
-of each task.
-
-Another great feature in Odoo projects is the forecast 
-tool. When it is activated, I can plan resources per 
-project and the workload. Therefore, the time allocation 
-for other projects is much easier. For this project, I 
-have to train members of the sales team. It will require 
-50% of my time until the end of the week. As project 
-manager, I can do this resource allocation for any user 
-and adapt it according to their other projects. This will 
-prevent any form of time overlap. I can reassign a task 
-or adapt the deadline. Odoo projects is the perfect app 
-for strategic and executive planning. 
-
-Plus, every aspect of any project can be analyzed, thanks 
-to the reports. For example, We can have a report of 
-effective hours spent in comparison with the planned 
-hours. I can assess the profitability of any project, 
-any task, or any team member. I can also look at the 
-number of hours assigned to each team member. 
-
-Another element of an excellent project management is 
-communication. This is a key factor for the success of 
-any project. While dealing with multiple stakeholders, 
-being able to share documents directly in the task is 
-very helpful. With Odoo projects, I can discuss through 
-the chat feature that is always one-click away. I can 
-also start a new conversation with anyone in my team.
-
-In addition to being a powerful app for managing projects 
-seamlessy, Odoo projects is also an effective customer
-service or after-sales app. With it, I can follow any 
-customer issue, even create a dedicated support project. 
-The app also automatically creates an invoice of time 
-spent on tasks or issues.
-
-Odoo projects is a powerful, yet easy-to-use app. At 
-first, I used the planner to clearly state my objectives 
-and set up the project app. Get this app, it will help 
-you get started quickly too.
-
-Start your free trial now and better manage your 
-projects with Odoo! 
-
-Start your free trial now with the CRM sales people love

project/overview/setup.rst

@@ -0,0 +1,63 @@
+========================
+Get Started with Project
+========================
+
+Managing projects means managing people, tasks, due dates, budgets and predicted return on
+investments. For all of it, you need a solution that allows you to reduce risks, get information at
+a glance, have an overview of your progress and stay organized. And, from start to finish, to be
+able to run multiple projects in parallel easily. Odoo Project application is the solution you need.
+
+Creating a new project
+======================
+
+Click on *Create*. Specify the name of the project and choose which features you would like to
+integrate. Note that they can be enabled afterward through *Settings*.
+
+.. image:: media/create_new.png
+   :align: center
+   :alt: Click on create to start a new project in Odoo Project
+
+Manage your project’s stages
+============================
+
+| Open your project and add as many columns as there are stages in your project.
+| Each project stage can be characterized by a distinct set of activities, or your stages can guide
+  you to the different steps a project has to go through. It is important to set them right as they
+  lead you from the first idea or step to its conclusion, contributing to the overall success
+  of your project.
+
+.. image:: media/stages.png
+   :align: center
+   :alt: View of the stages created under a project in Odoo Project
+
+| For each stage, there are markers for the status of tasks that you can personalize.
+| Drag your mouse over a stage name, and click on :menuselection:`Settings --> Edit`.
+
+.. image:: media/edit_stage.png
+   :align: center
+   :height: 300
+   :alt: Click on settings then edit stage to edit in Odoo Project
+
+The dots correspond to customizable markers applied on tasks, making it easier to know which tasks
+require attention. You can give them any signification you like.
+
+.. image:: media/edit_form.png
+   :align: center
+   :height: 300
+   :alt: Image of the edit form of a stage in Odoo Project
+
+Rearrange stages
+================
+
+| From the Kanban view of your project, you can add stages by clicking on *Add a column*.
+| To rearrange the order of your stages easily do so by dragging and dropping columns. You can also
+  fold or unfold them on *Settings*.
+
+.. image:: media/fold_stage.png
+   :align: center
+   :height: 280
+   :alt: Click on setting then fold to hide a column in Odoo Project
+
+.. seealso::
+    - :doc:`../tasks/collaborate`
+    - :doc:`../record_and_invoice/time_record`

project/overview/share.rst

@@ -0,0 +1,33 @@
+========================
+Share Projects and Tasks
+========================
+
+When you share your projects/tasks, you allow external users to be on the same page as you.
+It avoids misunderstandings, simplifies communication, and allows you to become a more coordinated
+company as you get the right information to the right people.
+
+Share projects and tasks
+========================
+
+To share a project, go to :menuselection:`Manage --> Share`.
+
+.. image:: media/share_project.png
+   :align: center
+   :height: 270
+   :alt: Edit a project from the dashboard view and click on share in Odoo Project
+
+To share a task, open it and click on :menuselection:`Action --> Share`. Choose an existing
+*Recipient(s)* or create it on the fly.
+
+.. image:: media/share_task.png
+   :align: center
+   :height: 300
+   :alt: Open a task and click on action then share in Odoo Project
+
+The recipient receives an email saying that he has been invited to access a document. In the example
+below, a project was shared. When the user opens it, he sees the settings of that project and can
+access its tasks, for example.
+
+.. image:: media/shared_project.png
+   :align: center
+   :alt: View of a shared project from the recipients side for Odoo Project

project/planning.rst

@@ -1,6 +1,6 @@
-=====================
-Planning your project
-=====================
+========
+Planning
+========
 
 .. toctree::
    :titlesonly:

project/record_and_invoice.rst

@@ -0,0 +1,9 @@
+=======================
+Record Time and Invoice
+=======================
+
+.. toctree::
+   :titlesonly:
+
+   record_and_invoice/time_record
+   record_and_invoice/invoice_time

project/record_and_invoice/invoice_time.rst

@@ -0,0 +1,65 @@
+===========================
+Invoice Time Spent on Tasks
+===========================
+
+When it is time to bill your client for their finished project/task, you can choose to shorten
+processes and save time by pulling the billable time you have tracked into sales orders, and
+invoices, directly from the project/task.
+
+Enable the Timesheet feature
+============================
+
+Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*.
+
+Create a sales order and invoice from a task
+============================================
+
+| Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and
+  enable *Timesheet*, *Timesheet Timer* and *Bill from Tasks*.
+| Once the time spent on a task under that project has been recorded, click on *Create Sales Order*
+  and continue to create your invoice.
+
+.. image:: media/sales_timesheet.png
+   :align: center
+   :alt: Have the sales order menu and the timesheet tab being shown under a task in Odoo Project
+
+This way, you can invoice different customers, for different services, at different rates,
+without the need to create numerous projects.
+
+Create a sales order and invoice from a project
+===============================================
+
+| Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and
+  enable *Timesheet* plus *Timesheet Timer*.
+| Now, go to :menuselection:`Project --> Configuration --> Projects`, choose the project,
+  *Create Sales Order*, and continue to create your invoice.
+| From here, choose if you want the billing to be based on the project rate: all timesheets are
+  billed by the same rate, or by the employee rate: timesheets are billed by the individual
+  rate of the employee.
+
+.. image:: media/create_sales.png
+   :align: center
+   :alt: Click on create sales order and choose the billing type in Odoo Project
+
+| The project rate allows you to invoice a whole project, for a specific service, at a specific
+  rate, at once. Example: the implementation of a system.
+| The employee rate billing lets you invoice a project broken down into different services, and
+  different rates. Example: different rates for junior and senior consultants.
+
+Invoice only approved timesheets
+================================
+
+Go to :menuselection:`Timesheets --> Configuration --> Settings --> Invoicing Policy`, and choose
+*Approved timesheets only*.
+
+.. image:: media/invoice_approved.png
+   :align: center
+   :alt: Enabling the feature to invoice only approved timesheets in Odoo Project
+
+This ensures that the manager is aware of the hours being logged by each employee before the
+customer gets invoiced.
+
+.. seealso::
+   - :doc:`../advanced/so_to_task`
+   - :doc:`./time_record`
+

project/record_and_invoice/time_record.rst

@@ -0,0 +1,33 @@
+==========================
+Record Time Spent on Tasks
+==========================
+
+Get to know how much time you are spending on tasks in order to make your employees’ life easier,
+and records error-free. Launch the timer in your browser, stop it on your phone and have all entries
+synced. Generate invoices based on the timesheet entries and be sure to invoice your customers
+the exact right amount.
+
+Manually timesheet on task
+==========================
+
+| Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*. Then,
+  enable the *Timesheets* option on the project.
+| Now, once you are in your task, under the *Timesheet* tab, *Add a line* and specify the *Duration*.
+
+.. image:: media/manually_timesheet.png
+   :align: center
+   :alt: On the task under the timesheets tab add the time spent in Odoo Project Application
+
+Time tasks
+==========
+
+| Under :menuselection:`Project --> Configuration --> Projects`, enable *Timesheet timer* on the
+  projects on which you need the functionality.
+| Now, you can time your task clicking on *Start*. *Pause* at any moment, and *Stop* to confirm the
+  recorded time and add a description.
+
+.. image:: media/time_tasks.png
+   :align: center
+   :alt: Click on start in the task to initiate the timer in Odoo Project Application
+
+

project/tasks.rst

@@ -0,0 +1,11 @@
+=====
+Tasks
+=====
+
+.. toctree::
+   :titlesonly:
+
+   tasks/get_started
+   tasks/sub_tasks
+   tasks/collaborate
+   tasks/email_alias

project/tasks/collaborate.rst

@@ -0,0 +1,93 @@
+====================
+Collaborate on Tasks
+====================
+
+Being able to collaborate virtually but with the same effect as if people were in the same room
+increases your productivity. It results in faster execution of processes, brainstorming and decision
+made easier while also allowing the support of outside contributions.
+
+Add followers to a project
+==========================
+
+| *Edit* the project to add followers.
+| Followers are notified of any changes: tasks sliding from one stage to another, conversations
+  taking place, etc.
+
+.. image:: media/add_followers.png
+   :align: center
+   :alt: Click on the follower icon to add followers to a project in Odoo Project
+
+.. note::
+   Following a project automatically makes you a follower of all its tasks.
+
+Add followers to a task
+=======================
+
+Within a task, click on the *Followers* icon. Followers get notified of any changes in the task
+and can see the task like you do, with the description and the chatter.
+
+.. image:: media/follower_task.png
+   :align: center
+   :alt: Click on the follower icon to add followers to a task in Odoo Project
+
+Select which notifications to get
+---------------------------------
+
+For a project or task, select what you would like to be notified about. For that, *Edit
+subscription*.
+
+.. image:: media/select_notif.png
+   :align: center
+   :alt: Click on the follower icon, then on edit subscription in Odoo Project
+
+Use the pad like a collaborative note
+=====================================
+
+| Go to :menuselection:`Project --> Configuration --> Settings --> Collaborative Pads`, then edit
+  the *Settings* of the project you would like the feature to work and enable *Use
+  Collaborative Pads*.
+| Now, you are able to contribute to tasks in real-time, with several users, with an Etherpad
+  collaborative note. Every user has his own color and you can replay the whole creation
+  of the content.
+
+.. image:: media/pad_collaborative.png
+   :align: center
+   :alt: View of the collaborative pad in Odoo Project
+
+.. tip::
+   Click on the *</>* icon to get the direct URL of the task description: useful if you want to
+   share it without adding this person as a follower, or to someone outside of the company.
+
+The Chatter
+===========
+
+| *Chatter* is a communication tool that shows the history of a task, including changes and the
+  interactions between you and your customers or colleagues.
+| To interact with followers, whether there are internal or external, click on *Log a note* and ping
+  them using the at symbol (*@*). If you want to send a message/email to all the followers in the
+  task, use *Send a message*.
+| You can also ping a channel using the hashtag sign (*#*). This way, users can have a channel per
+  project team, for example.
+
+.. image:: media/the_chatter.png
+ 	:align: center
+	:alt: Overview of the chatter in Odoo Project
+
+Schedule activities
+-------------------
+
+Do not forget promises made and stay organized by conveniently *Scheduling activities* from the
+chatter.
+
+.. image:: media/schedule_activities.png
+ 	:align: center
+	:alt: Click on schedule activity and choose the activity to be scheduled in Odoo Project
+
+Edit or create new activities types
+-----------------------------------
+
+Go to :menuselection:`Project --> Configuration --> Activity Types`.
+
+.. image:: media/activity_type.png
+ 	:align: center
+	:alt: Overview of the activity types form in Odoo Project

project/tasks/email_alias.rst

@@ -0,0 +1,42 @@
+==========================================
+Create Project's Tasks from an Email Alias
+==========================================
+
+When you already have an email address that customers know from the top of their heads, changing
+it is the last thing you want to do. Instead, link that address to your project and transform
+those conversations into structured work. It automatically creates a task in the first stage
+of a project.
+
+Set up an incoming email server
+===============================
+
+| On the *Settings* application, enable *External Email Servers* and define the incoming email
+  alias you would like to use.
+| **For more information**: :doc:`../../discuss/email_servers`
+
+Configure the email alias in your project
+-----------------------------------------
+
+| Now that you have the incoming email server set up, go to
+  :menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define
+  the wanted email alias and choose the policy to receive a message.
+| In addition, you can now directly set it when creating a new project.
+
+.. image:: media/email_alias.png
+   :align: center
+   :alt: In the settings of your project, define the emails alias under the tab email in Odoo Project
+
+.. important::
+   All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task.
+
+The email can be seen under the name of your project on the dashboard.
+
+.. image:: media/email_test.png
+   :align: center
+   :height: 300
+   :alt: View of the email alias chosen on the dashboard view in Odoo Project
+
+.. seealso::
+   - :doc:`./get_started`
+   - :doc:`./collaborate`
+

project/tasks/get_started.rst

@@ -0,0 +1,84 @@
+======================
+Get Started with Tasks
+======================
+
+Break down a project by creating, assigning and organizing tasks. Set priorities to help you
+determine where you want to invest your time first, manage files within it and keep everything you
+need to complete your work in one place. Ensure that your strategies are turned into actionable
+plans and, as a result, have a successful project.
+
+Create a task
+=============
+
+Click on *Create*. Once created, add more details opening it and clicking on *Edit*.
+
+.. image:: media/create.png
+   :align: center
+   :height: 300
+   :alt: Click on create under a project to initiate a task in Odoo Project
+
+Assignation
+-----------
+
+Choose the responsible person for a task under *Assigned to*.
+
+.. image:: media/assignation.png
+   :align: center
+   :alt: Choosing the responsible person for the task in Odoo Project
+
+Sort tasks by priority
+======================
+
+| Mark the star on your task to set it as a high priority one. That automatically moves the task
+  to the top of the column. Tasks that are not starred are classified according to their
+  deadlines.
+| Note that tasks with dates passed their deadlines are shown in red; tasks with a deadline for
+  the current date are orange.
+
+.. image:: media/priority.png
+   :align: center
+   :alt: Tasks prioritized are shown first in the list in Odoo Project
+
+Manage files in tasks
+=====================
+
+Add images/documents to your task by clicking on the *Attachment icon*.
+
+.. image:: media/manage_files.png
+   :align: center
+   :alt: Click on the attachment icon to manage files in Odoo Project
+
+.. tip::
+   Files from emails are automatically saved.
+
+Set cover images in tasks
+=========================
+
+Use *Set Cover Image* to your task and quickly get to comprehend what the task is about. The image
+is directly shown in the Kanban view.
+
+.. image:: media/cover_image.png
+   :align: center
+   :height: 280
+   :alt: Click on the drop down menu and set a cover image in Odoo Project
+
+Choose how to visualize tasks
+=============================
+
+Tasks can be managed and followed up in the Kanban view, which is a post-it kind of view divided
+into different stages. More options are otherwise available.
+
+.. image:: media/visualize_tasks.png
+   :align: center
+   :alt: Overview of the kanban view in Odoo Project
+
+Drag and drop tasks to change their stage and define colors to help you identify them.
+
+.. image:: media/colors.png
+   :align: center
+   :height: 340
+   :alt: Choose a color to identify your task in Odoo Project
+
+
+
+