diff --git a/fsm/overview/manage_employees_schedule.rst b/fsm/overview/manage_employees_schedule.rst index d10d78781..772f40578 100644 --- a/fsm/overview/manage_employees_schedule.rst +++ b/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` diff --git a/project.rst b/project.rst index 741de7dff..6d60a1afb 100644 --- a/project.rst +++ b/project.rst @@ -8,7 +8,7 @@ Project :titlesonly: project/overview - project/configuration + project/tasks project/planning + project/record_and_invoice project/advanced - project/application \ No newline at end of file diff --git a/project/advanced.rst b/project/advanced.rst index e0e49a3d8..5646a31c9 100644 --- a/project/advanced.rst +++ b/project/advanced.rst @@ -5,6 +5,7 @@ Advanced .. toctree:: :titlesonly: - advanced/so_to_task + advanced/advanced_projects advanced/feedback - advanced/profitability \ No newline at end of file + advanced/so_to_task + advanced/profitability diff --git a/project/advanced/advanced_projects.rst b/project/advanced/advanced_projects.rst new file mode 100644 index 000000000..e702b9a55 --- /dev/null +++ b/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 + + diff --git a/project/advanced/media/access_tasks.png b/project/advanced/media/access_tasks.png new file mode 100644 index 000000000..6168bf561 Binary files /dev/null and b/project/advanced/media/access_tasks.png differ diff --git a/project/advanced/media/advanced_project.png b/project/advanced/media/advanced_project.png new file mode 100644 index 000000000..daf1e1d80 Binary files /dev/null and b/project/advanced/media/advanced_project.png differ diff --git a/project/advanced/media/confirm_quotation.png b/project/advanced/media/confirm_quotation.png new file mode 100644 index 000000000..7f459ee4a Binary files /dev/null and b/project/advanced/media/confirm_quotation.png differ diff --git a/project/advanced/media/create_sales_order.png b/project/advanced/media/create_sales_order.png new file mode 100644 index 000000000..3e985d0df Binary files /dev/null and b/project/advanced/media/create_sales_order.png differ diff --git a/project/advanced/media/planning_menu.png b/project/advanced/media/planning_menu.png new file mode 100644 index 000000000..5470616ba Binary files /dev/null and b/project/advanced/media/planning_menu.png differ diff --git a/project/advanced/media/planning_view.png b/project/advanced/media/planning_view.png new file mode 100644 index 000000000..f7915c806 Binary files /dev/null and b/project/advanced/media/planning_view.png differ diff --git a/project/advanced/media/record_time.png b/project/advanced/media/record_time.png new file mode 100644 index 000000000..df8a615a1 Binary files /dev/null and b/project/advanced/media/record_time.png differ diff --git a/project/advanced/media/sales_invoicing.png b/project/advanced/media/sales_invoicing.png new file mode 100644 index 000000000..7993964b2 Binary files /dev/null and b/project/advanced/media/sales_invoicing.png differ diff --git a/project/advanced/media/sales_order.png b/project/advanced/media/sales_order.png new file mode 100644 index 000000000..f0212a9fe Binary files /dev/null and b/project/advanced/media/sales_order.png differ diff --git a/project/advanced/media/share_stages.png b/project/advanced/media/share_stages.png new file mode 100644 index 000000000..4c0bc26f4 Binary files /dev/null and b/project/advanced/media/share_stages.png differ diff --git a/project/advanced/media/so_to_task01.png b/project/advanced/media/so_to_task01.png deleted file mode 100644 index 16df19331..000000000 Binary files a/project/advanced/media/so_to_task01.png and /dev/null differ diff --git a/project/advanced/media/so_to_task02.png b/project/advanced/media/so_to_task02.png deleted file mode 100644 index 0f248c488..000000000 Binary files a/project/advanced/media/so_to_task02.png and /dev/null differ diff --git a/project/advanced/media/so_to_task03.png b/project/advanced/media/so_to_task03.png deleted file mode 100644 index 1b54e74ab..000000000 Binary files a/project/advanced/media/so_to_task03.png and /dev/null differ diff --git a/project/advanced/media/so_to_task04.png b/project/advanced/media/so_to_task04.png deleted file mode 100644 index ffd32ae9b..000000000 Binary files a/project/advanced/media/so_to_task04.png and /dev/null differ diff --git a/project/advanced/media/so_to_task05.png b/project/advanced/media/so_to_task05.png deleted file mode 100644 index ecab10e60..000000000 Binary files a/project/advanced/media/so_to_task05.png and /dev/null differ diff --git a/project/advanced/media/so_to_task06.png b/project/advanced/media/so_to_task06.png deleted file mode 100644 index a92e5eb9d..000000000 Binary files a/project/advanced/media/so_to_task06.png and /dev/null differ diff --git a/project/advanced/media/timesheet.png b/project/advanced/media/timesheet.png new file mode 100644 index 000000000..8d1f6459c Binary files /dev/null and b/project/advanced/media/timesheet.png differ diff --git a/project/advanced/media/track_material.png b/project/advanced/media/track_material.png new file mode 100644 index 000000000..95505ec84 Binary files /dev/null and b/project/advanced/media/track_material.png differ diff --git a/project/advanced/media/work_hours.png b/project/advanced/media/work_hours.png new file mode 100644 index 000000000..80de31c8b Binary files /dev/null and b/project/advanced/media/work_hours.png differ diff --git a/project/advanced/media/worksheets.png b/project/advanced/media/worksheets.png new file mode 100644 index 000000000..af61d8c1a Binary files /dev/null and b/project/advanced/media/worksheets.png differ diff --git a/project/advanced/so_to_task.rst b/project/advanced/so_to_task.rst index f0684938a..66ae643c7 100644 --- a/project/advanced/so_to_task.rst +++ b/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` diff --git a/project/application.rst b/project/application.rst deleted file mode 100644 index 326d369a9..000000000 --- a/project/application.rst +++ /dev/null @@ -1,9 +0,0 @@ -===================== -Awesome Timesheet App -===================== - -.. toctree:: - :titlesonly: - - application/intro - diff --git a/project/application/intro.rst b/project/application/intro.rst deleted file mode 100644 index 598d7a610..000000000 --- a/project/application/intro.rst +++ /dev/null @@ -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. diff --git a/project/configuration.rst b/project/configuration.rst deleted file mode 100644 index 76205b7ab..000000000 --- a/project/configuration.rst +++ /dev/null @@ -1,11 +0,0 @@ -============================= -Configuration and basic usage -============================= - -.. toctree:: - :titlesonly: - - configuration/setup - configuration/visualization - configuration/collaboration - configuration/time_record \ No newline at end of file diff --git a/project/configuration/collaboration.rst b/project/configuration/collaboration.rst deleted file mode 100644 index e134deebe..000000000 --- a/project/configuration/collaboration.rst +++ /dev/null @@ -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. 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b/project/configuration/media/time_record04.png deleted file mode 100644 index fec0cf8c2..000000000 Binary files a/project/configuration/media/time_record04.png and /dev/null differ diff --git a/project/configuration/setup.rst b/project/configuration/setup.rst deleted file mode 100644 index 2dc70ba3a..000000000 --- a/project/configuration/setup.rst +++ /dev/null @@ -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` diff --git a/project/configuration/time_record.rst b/project/configuration/time_record.rst deleted file mode 100644 index 881312807..000000000 --- a/project/configuration/time_record.rst +++ /dev/null @@ -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 diff --git a/project/configuration/visualization.rst b/project/configuration/visualization.rst deleted file mode 100644 index 7802fad95..000000000 --- a/project/configuration/visualization.rst +++ /dev/null @@ -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. diff --git a/project/overview.rst b/project/overview.rst index 819c3b37a..102ac698c 100644 --- a/project/overview.rst +++ b/project/overview.rst @@ -5,4 +5,5 @@ Overview .. toctree:: :titlesonly: - overview/main_concepts \ No newline at end of file + overview/setup + overview/share \ No newline at end of file diff --git a/project/overview/main_concepts.rst b/project/overview/main_concepts.rst deleted file mode 100644 index b5d4acae4..000000000 --- a/project/overview/main_concepts.rst +++ /dev/null @@ -1,8 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - main_concepts/introduction diff --git a/project/overview/main_concepts/introduction.rst b/project/overview/main_concepts/introduction.rst deleted file mode 100644 index 4506462ec..000000000 --- a/project/overview/main_concepts/introduction.rst +++ /dev/null @@ -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 \ No newline at end of file diff --git a/project/overview/media/create_new.png b/project/overview/media/create_new.png new file mode 100644 index 000000000..56b60f4b6 Binary files /dev/null and b/project/overview/media/create_new.png differ diff --git a/project/overview/media/edit_form.png b/project/overview/media/edit_form.png new file mode 100644 index 000000000..65d3fbdfc Binary files /dev/null and b/project/overview/media/edit_form.png differ diff --git a/project/overview/media/edit_stage.png b/project/overview/media/edit_stage.png new file mode 100644 index 000000000..d660f1966 Binary files /dev/null and b/project/overview/media/edit_stage.png differ diff --git a/project/overview/media/fold_stage.png b/project/overview/media/fold_stage.png new file mode 100644 index 000000000..a5e1ddbb5 Binary files /dev/null and b/project/overview/media/fold_stage.png differ diff --git a/project/overview/media/share_project.png b/project/overview/media/share_project.png new file mode 100644 index 000000000..d4db157cb Binary files /dev/null and b/project/overview/media/share_project.png differ diff --git a/project/overview/media/share_task.png b/project/overview/media/share_task.png new file mode 100644 index 000000000..5241b20c1 Binary files /dev/null and b/project/overview/media/share_task.png differ diff --git a/project/overview/media/shared_project.png b/project/overview/media/shared_project.png new file mode 100644 index 000000000..7cc3e8bb8 Binary files /dev/null and b/project/overview/media/shared_project.png differ diff --git a/project/overview/media/stages.png b/project/overview/media/stages.png new file mode 100644 index 000000000..19fb94ceb Binary files /dev/null and b/project/overview/media/stages.png differ diff --git a/project/configuration/media/visualization01.png b/project/overview/media/visualization01.png similarity index 100% rename from project/configuration/media/visualization01.png rename to project/overview/media/visualization01.png diff --git a/project/configuration/media/visualization02.png b/project/overview/media/visualization02.png similarity index 100% rename from project/configuration/media/visualization02.png rename to project/overview/media/visualization02.png diff --git a/project/configuration/media/visualization03.png b/project/overview/media/visualization03.png similarity index 100% rename from project/configuration/media/visualization03.png rename to project/overview/media/visualization03.png diff --git a/project/configuration/media/visualization04.png b/project/overview/media/visualization04.png similarity index 100% rename from project/configuration/media/visualization04.png rename to project/overview/media/visualization04.png diff --git a/project/configuration/media/visualization05.png b/project/overview/media/visualization05.png similarity index 100% rename from project/configuration/media/visualization05.png rename to project/overview/media/visualization05.png diff --git a/project/configuration/media/visualization06.png b/project/overview/media/visualization06.png similarity index 100% rename from project/configuration/media/visualization06.png rename to project/overview/media/visualization06.png diff --git a/project/overview/setup.rst b/project/overview/setup.rst new file mode 100644 index 000000000..70ff57593 --- /dev/null +++ b/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` diff --git a/project/overview/share.rst b/project/overview/share.rst new file mode 100644 index 000000000..8cc335ce2 --- /dev/null +++ b/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 \ No newline at end of file diff --git a/project/planning.rst b/project/planning.rst index ba5309e6d..5d6338ba2 100644 --- a/project/planning.rst +++ b/project/planning.rst @@ -1,6 +1,6 @@ -===================== -Planning your project -===================== +======== +Planning +======== .. toctree:: :titlesonly: diff --git a/project/record_and_invoice.rst b/project/record_and_invoice.rst new file mode 100644 index 000000000..4761846f3 --- /dev/null +++ b/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 diff --git a/project/record_and_invoice/invoice_time.rst b/project/record_and_invoice/invoice_time.rst new file mode 100644 index 000000000..5ca9feec5 --- /dev/null +++ b/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` + diff --git a/project/record_and_invoice/media/create_sales.png b/project/record_and_invoice/media/create_sales.png new file mode 100644 index 000000000..49d0162f2 Binary files /dev/null and b/project/record_and_invoice/media/create_sales.png differ diff --git a/project/record_and_invoice/media/invoice_approved.png b/project/record_and_invoice/media/invoice_approved.png new file mode 100644 index 000000000..aa99c79cc Binary files /dev/null and b/project/record_and_invoice/media/invoice_approved.png differ diff --git a/project/record_and_invoice/media/manually_timesheet.png b/project/record_and_invoice/media/manually_timesheet.png new file mode 100644 index 000000000..8b5337ec4 Binary files /dev/null and b/project/record_and_invoice/media/manually_timesheet.png differ diff --git a/project/record_and_invoice/media/sales_timesheet.png b/project/record_and_invoice/media/sales_timesheet.png new file mode 100644 index 000000000..acf935e0c Binary files /dev/null and b/project/record_and_invoice/media/sales_timesheet.png differ diff --git a/project/record_and_invoice/media/time_tasks.png b/project/record_and_invoice/media/time_tasks.png new file mode 100644 index 000000000..10878c903 Binary files /dev/null and b/project/record_and_invoice/media/time_tasks.png differ diff --git a/project/record_and_invoice/time_record.rst b/project/record_and_invoice/time_record.rst new file mode 100644 index 000000000..13abd5b43 --- /dev/null +++ b/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 + + diff --git a/project/tasks.rst b/project/tasks.rst new file mode 100644 index 000000000..8039f160d --- /dev/null +++ b/project/tasks.rst @@ -0,0 +1,11 @@ +===== +Tasks +===== + +.. toctree:: + :titlesonly: + + tasks/get_started + tasks/sub_tasks + tasks/collaborate + tasks/email_alias \ No newline at end of file diff --git a/project/tasks/collaborate.rst b/project/tasks/collaborate.rst new file mode 100644 index 000000000..4ad276bfe --- /dev/null +++ b/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 \ No newline at end of file diff --git a/project/tasks/email_alias.rst b/project/tasks/email_alias.rst new file mode 100644 index 000000000..11ebc2871 --- /dev/null +++ b/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` + diff --git a/project/tasks/get_started.rst b/project/tasks/get_started.rst new file mode 100644 index 000000000..6fe50e452 --- /dev/null +++ b/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 + + + + diff --git a/project/tasks/media/activity_type.png b/project/tasks/media/activity_type.png new file mode 100644 index 000000000..af96e0c27 Binary files /dev/null and b/project/tasks/media/activity_type.png differ diff --git a/project/tasks/media/add_followers.png b/project/tasks/media/add_followers.png new file mode 100644 index 000000000..d1a8d3097 Binary files /dev/null and b/project/tasks/media/add_followers.png differ diff --git a/project/tasks/media/assignation.png b/project/tasks/media/assignation.png new file mode 100644 index 000000000..6605a7083 Binary files /dev/null and b/project/tasks/media/assignation.png 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b/project/tasks/media/visualize_tasks.png differ diff --git a/project/tasks/sub_tasks.rst b/project/tasks/sub_tasks.rst new file mode 100644 index 000000000..7d03c329b --- /dev/null +++ b/project/tasks/sub_tasks.rst @@ -0,0 +1,66 @@ +=================== +Work with Sub-tasks +=================== + +Being a dynamic and organized company is important as it also helps you to not overload your +employees. For that, split large tasks into smaller ones by creating subs-tasks, timesheet +on them, and have an overview of all hours recorded. + +Configuration +============= + +Go to :menuselection:`Project --> Configuration --> Settings --> Sub-tasks`. + +.. image:: media/config.png + :align: center + :alt: Enable the feature under settings in Odoo Project + +From now on, a *Sub-tasks* menu is available within your task. + +.. image:: media/sub_task_menu.png + :align: center + :alt: Overview of a task and the sub-tasks menu being shown in Odoo Project + +Select a specific project in which sub-tasks will be created by default +----------------------------------------------------------------------- + +By default, sub-tasks are created under the same project. However, you can select another one +by going to :menuselection:`Project --> Configuration --> Projects --> Sub-task Project`. + +.. image:: media/specific_project.png + :align: center + :alt: Under the settings of a project, select the sub-task project in Odoo Project + +Timesheet on sub-tasks +====================== + +Make sure the feature *Timesheets* is enabled under :menuselection:`Project --> Configuration --> +Settings` and under the settings of the needed *Project*. Now you are able to timesheet on your +tasks and sub-tasks. The time recorded on a sub-task is counted on the parent task. + +.. image:: media/timesheet_sub_tasks.png + :align: center + :alt: Timesheets tab being shown under a task in Odoo Project + +Transform an existing task into a sub-task +========================================== + +| Go to :menuselection:`Settings --> Activate the developer mode`. +| Now access your task, *Edit*, and add a *Parent Task*. + +.. image:: media/task_subtask.png + :align: center + :alt: A tab extra info with a field parent task is being shown in Odoo Project + +Unlink a sub-task from a parent task +==================================== + +| Go to :menuselection:`Settings --> Activate the developer mode`. +| Open and *Edit* the respective sub-task to remove the *Parent Task*. + +.. image:: media/unlink_sub.png + :align: center + :alt: A tab extra info with a field parent task is being shown in Odoo Project + +.. seealso:: + - :doc:`../record_and_invoice/time_record` diff --git a/redirects.txt b/redirects.txt index e0650d4c4..dff889261 100644 --- a/redirects.txt +++ b/redirects.txt @@ -71,6 +71,12 @@ accounting/others/taxes/taxcloud.rst accounting/fiscality/taxes/taxcloud.rst social_marketing/social_marketing.rst social_marketing/overview.rst # social_marketing/* -> overview/* (#578) project/planning/assignments.rst project/planning/forecast.rst # assignments/* -> forecast/* (#583) +project/overview/main_concepts/introduction.rst project/overview/setup.rst # main_concepts/* -> overview/* (#581) +project/configuration/collaboration.rst project/tasks/collaborate.rst # configuration/collaboration -> tasks/collaborate (#581) +project/application/intro.rst project/record_and_invoice/time_record.rst # application/intro -> record_and_invoice/time_record (#581) +project/configuration/setup.rst project/overview/setup.rst # configuration/setup -> overview/setup (#581) +project/configuration/visualization.rst project/tasks/get_started.rst # configuration/visualization -> tasks/get_started (#581) +project/configuration/time_record.rst project/record_and_invoice/time_record.rst # configuration/time_record -> record_and_invoice/time_record (#581) livechat/livechat.rst livechat/overview.rst # livechat/* -> overveiw/* (#601)