[IMP] project: Update visualization.rst

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Yannick Tivisse 2018-07-24 10:51:00 +02:00
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@ -1,43 +1,32 @@
=================================== ===========================
How to visualize a project's tasks? Visualize a project's tasks
=================================== ===========================
How to 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.
Tasks are assignments that members of your organisations have to fulfill Create a task
as part of a project. In day to day business, your company might
struggle due to the important amount of tasks to fulfill. Those task are
already complex enough. Having to remember them all and follow up on
them can be a real burden. Luckily, Odoo enables you to efficiently
visualize and organize the different tasks you have to cope with.
Configuration
============= =============
The only configuration needed is to install the project module in the While in the project app, select an existing project or create a new
module application. one.
In the project, create a new task.
.. image:: media/visualization01.png .. image:: media/visualization01.png
:align: center :align: center
Creating Tasks 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.
Once you created a project, you can easily generate tasks for it. Simply
open the project and click on create a task.
.. image:: media/visualization02.png .. image:: media/visualization02.png
:align: center :align: center
You then first give a name to your task, the related project will View your tasks with the Kanban view
automatically be filled in, assign the project to someone, and select a ====================================
deadline if there is one.
.. image:: media/visualization03.png
:align: center
Get an overview of activities with the kanban view
--------------------------------------------------
Once you created several tasks, they can be managed and followed up Once you created several tasks, they can be managed and followed up
thanks to the Kanban view. thanks to the Kanban view.
@ -50,46 +39,49 @@ 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 are on another view, you can go back to it any time by clicking the
kanban view logo in the upper right corner 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 .. image:: media/visualization04.png
:align: center :align: center
How to nototify your collegues about the status of a task? 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/visualization05.png .. image:: media/visualization05.png
:align: center :align: center
Sort tasks by priority Tasks that are past their deadline will appear in red in your Kanban
~~~~~~~~~~~~~~~~~~~~~~ view.
On each one of your columns, you have the ability to sort your tasks by .. note::
priority. Tasks with a higher priority will be automatically moved to If you put a low priority task on top, when you go back to your
the top of the column. From the Kanban view, click on the star in the dashboard the next time, it will have moved back below the high priority
bottom left of a task to tag it as **high priority**. For the tasks that tasks.
are not tagged, Odoo will automatically classify them according to their
deadlines.
Note that dates that passed their deadlines will appear in red (in the Manage deadlines with the Calendar view
list view too) so you can easily follow up the progression of different =======================================
tasks.
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/visualization06.png .. image:: media/visualization06.png
:align: center :align: center
Keep an eye on deadlines with the Calendar view
-----------------------------------------------
If you add a deadline in your task, they will appear in the calendar
view. As a manager, this view enables you to keep an eye on all deadline
in a single window.
.. image:: media/visualization07.png
:align: center
All the tasks are tagged with a color corresponding to the employee
assigned to them. You can easily filter the deadlines by employees by
ticking the related boxes on the right of the calendar view.
.. tip:: .. tip::
You can easily change the deadline from the Calendar view by You can easily change the deadline from the Calendar view by
dragging and dropping the task to another case. dragging and dropping the task to another case.