[IMP] project: Update visualization.rst
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@ -1,43 +1,32 @@
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===================================
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How to visualize a project's tasks?
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===================================
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===========================
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Visualize a project's tasks
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===========================
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How to visualize a project's tasks
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In day to day business, your company might struggle due to the important
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amount of tasks to fulfill. Those tasks already are complex enough.
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Having to remember them all and follow up on them can be a burden.
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Luckily, Odoo enables you to efficiently visualize and organize the
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different tasks you have to cope with.
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Tasks are assignments that members of your organisations have to fulfill
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as part of a project. In day to day business, your company might
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struggle due to the important amount of tasks to fulfill. Those task are
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already complex enough. Having to remember them all and follow up on
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them can be a real burden. Luckily, Odoo enables you to efficiently
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visualize and organize the different tasks you have to cope with.
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Configuration
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Create a task
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=============
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The only configuration needed is to install the project module in the
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module application.
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While in the project app, select an existing project or create a new
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one.
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In the project, create a new task.
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.. image:: media/visualization01.png
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:align: center
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Creating Tasks
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==============
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Once you created a project, you can easily generate tasks for it. Simply
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open the project and click on create a task.
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In that task you can then assigned it to the right person, add tags, a
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deadline, descriptions… and anything else you might need for that task.
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.. image:: media/visualization02.png
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:align: center
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You then first give a name to your task, the related project will
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automatically be filled in, assign the project to someone, and select a
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deadline if there is one.
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.. image:: media/visualization03.png
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:align: center
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Get an overview of activities with the kanban view
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--------------------------------------------------
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View your tasks with the Kanban view
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====================================
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Once you created several tasks, they can be managed and followed up
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thanks to the Kanban view.
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@ -50,46 +39,49 @@ The Kanban view is the default view when accessing a project, but if you
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are on another view, you can go back to it any time by clicking the
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kanban view logo in the upper right corner
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.. image:: media/visualization03.png
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:align: center
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You can also notify your colleagues about the status of a task right
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from the Kanban view by using the little dot, it will notify follower of
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the task and indicate if the task is ready.
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.. image:: media/visualization04.png
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:align: center
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How to nototify your collegues about the status of a task?
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----------------------------------------------------------
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Sort tasks in your Kanban view
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==============================
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Tasks are ordered by priority, which you can give by clicking on the
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star next to the clock and then by sequence, meaning if you manually
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move them using drag & drop, they will be in that order and finally by
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their ID linked to their creation date.
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.. image:: media/visualization05.png
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:align: center
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Sort tasks by priority
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~~~~~~~~~~~~~~~~~~~~~~
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Tasks that are past their deadline will appear in red in your Kanban
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view.
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On each one of your columns, you have the ability to sort your tasks by
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priority. Tasks with a higher priority will be automatically moved to
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the top of the column. From the Kanban view, click on the star in the
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bottom left of a task to tag it as **high priority**. For the tasks that
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are not tagged, Odoo will automatically classify them according to their
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deadlines.
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.. note::
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If you put a low priority task on top, when you go back to your
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dashboard the next time, it will have moved back below the high priority
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tasks.
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Note that dates that passed their deadlines will appear in red (in the
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list view too) so you can easily follow up the progression of different
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tasks.
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Manage deadlines with the Calendar view
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=======================================
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You also have the option to switch from a Kanban view to a calendar
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view, allowing you to see every deadline for every task that has a
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deadline set easily in a single window.
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Tasks are color coded to the employee they are assigned to and you can
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filter deadlines by employees by selecting who's deadline you wish to
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see.
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.. image:: media/visualization06.png
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:align: center
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Keep an eye on deadlines with the Calendar view
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-----------------------------------------------
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If you add a deadline in your task, they will appear in the calendar
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view. As a manager, this view enables you to keep an eye on all deadline
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in a single window.
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.. image:: media/visualization07.png
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:align: center
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All the tasks are tagged with a color corresponding to the employee
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assigned to them. You can easily filter the deadlines by employees by
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ticking the related boxes on the right of the calendar view.
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.. tip::
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You can easily change the deadline from the Calendar view by
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dragging and dropping the task to another case.
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You can easily change the deadline from the Calendar view by
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dragging and dropping the task to another case.
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