[REM] project: remove get_started.rst and sub_tasks.rst (#772)
These pages documented very straightforward screens and flows that a user can easily figure out without the help of dedicated documentation. Besides, those screens are frequently reworked, thus requiring to maintain the related pages very closely. This commit removes such low values pages to reduce the technical debt and allow focusing on actually useful documentation pages.
@ -5,7 +5,5 @@ Tasks
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.. toctree::
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:titlesonly:
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tasks/get_started
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tasks/sub_tasks
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tasks/collaborate
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tasks/email_alias
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@ -37,6 +37,5 @@ The email can be seen under the name of your project on the dashboard.
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:alt: View of the email alias chosen on the dashboard view in Odoo Project
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.. seealso::
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- :doc:`./get_started`
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- :doc:`./collaborate`
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@ -1,84 +0,0 @@
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======================
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Get Started with Tasks
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======================
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Break down a project by creating, assigning and organizing tasks. Set priorities to help you
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determine where you want to invest your time first, manage files within it and keep everything you
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need to complete your work in one place. Ensure that your strategies are turned into actionable
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plans and, as a result, have a successful project.
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Create a task
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=============
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Click on *Create*. Once created, add more details opening it and clicking on *Edit*.
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.. image:: media/create.png
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:align: center
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:height: 300
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:alt: Click on create under a project to initiate a task in Odoo Project
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Assignation
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-----------
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Choose the responsible person for a task under *Assigned to*.
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.. image:: media/assignation.png
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:align: center
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:alt: Choosing the responsible person for the task in Odoo Project
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Sort tasks by priority
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======================
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| Mark the star on your task to set it as a high priority one. That automatically moves the task
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to the top of the column. Tasks that are not starred are classified according to their
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deadlines.
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| Note that tasks with dates passed their deadlines are shown in red; tasks with a deadline for
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the current date are orange.
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.. image:: media/priority.png
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:align: center
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:alt: Tasks prioritized are shown first in the list in Odoo Project
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Manage files in tasks
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=====================
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Add images/documents to your task by clicking on the *Attachment icon*.
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.. image:: media/manage_files.png
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:align: center
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:alt: Click on the attachment icon to manage files in Odoo Project
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.. tip::
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Files from emails are automatically saved.
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Set cover images in tasks
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=========================
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Use *Set Cover Image* to your task and quickly get to comprehend what the task is about. The image
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is directly shown in the Kanban view.
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.. image:: media/cover_image.png
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:align: center
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:height: 280
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:alt: Click on the drop down menu and set a cover image in Odoo Project
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Choose how to visualize tasks
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=============================
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Tasks can be managed and followed up in the Kanban view, which is a post-it kind of view divided
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into different stages. More options are otherwise available.
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.. image:: media/visualize_tasks.png
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:align: center
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:alt: Overview of the kanban view in Odoo Project
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Drag and drop tasks to change their stage and define colors to help you identify them.
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.. image:: media/colors.png
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:align: center
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:height: 340
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:alt: Choose a color to identify your task in Odoo Project
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@ -1,66 +0,0 @@
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===================
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Work with Sub-tasks
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===================
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Being a dynamic and organized company is important as it also helps you to not overload your
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employees. For that, split large tasks into smaller ones by creating subs-tasks, timesheet
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on them, and have an overview of all hours recorded.
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Configuration
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=============
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Go to :menuselection:`Project --> Configuration --> Settings --> Sub-tasks`.
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.. image:: media/config.png
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:align: center
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:alt: Enable the feature under settings in Odoo Project
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From now on, a *Sub-tasks* menu is available within your task.
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.. image:: media/sub_task_menu.png
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:align: center
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:alt: Overview of a task and the sub-tasks menu being shown in Odoo Project
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Select a specific project in which sub-tasks will be created by default
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-----------------------------------------------------------------------
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By default, sub-tasks are created under the same project. However, you can select another one
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by going to :menuselection:`Project --> Configuration --> Projects --> Sub-task Project`.
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.. image:: media/specific_project.png
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:align: center
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:alt: Under the settings of a project, select the sub-task project in Odoo Project
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Timesheet on sub-tasks
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======================
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Make sure the feature *Timesheets* is enabled under :menuselection:`Project --> Configuration -->
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Settings` and under the settings of the needed *Project*. Now you are able to timesheet on your
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tasks and sub-tasks. The time recorded on a sub-task is counted on the parent task.
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.. image:: media/timesheet_sub_tasks.png
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:align: center
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:alt: Timesheets tab being shown under a task in Odoo Project
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Transform an existing task into a sub-task
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==========================================
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| Go to :menuselection:`Settings --> Activate the developer mode`.
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| Now access your task, *Edit*, and add a *Parent Task*.
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.. image:: media/task_subtask.png
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:align: center
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:alt: A tab extra info with a field parent task is being shown in Odoo Project
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Unlink a sub-task from a parent task
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====================================
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| Go to :menuselection:`Settings --> Activate the developer mode`.
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| Open and *Edit* the respective sub-task to remove the *Parent Task*.
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.. image:: media/unlink_sub.png
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:align: center
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:alt: A tab extra info with a field parent task is being shown in Odoo Project
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.. seealso::
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- :doc:`../record_and_invoice/time_record`
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