diff --git a/project/planning/assignments.rst b/project/planning/assignments.rst index 27f69ca62..4dff8afc5 100644 --- a/project/planning/assignments.rst +++ b/project/planning/assignments.rst @@ -1,3 +1,138 @@ ============================================= How to plan and track employees' assignments? -============================================= \ No newline at end of file +============================================= + +Following and planning your employees' assignments can be a heavy +challenge especially when you manage several people. Luckily, using Odoo +Project, you can handle it in only a couple of clicks. + +Configuration +============= + +The only necessary configuration is to install the **Project Management** +module. To do so, go in the application module, search for project and +install the application. + +.. image:: media/assignments01.png + :align: center + +If you wish to manage time estimation, you will need to enable +timesheets on tasks. From the **Project** application, go to +:menuselection:`Configuration --> Settings` in the dropdown menu. +Then, under **Time Work Estimation**, select the **manage time +estimation on tasks** option. Do not forget to apply your changes. + +.. image:: media/assignments02.png + :align: center + +This feature will create a progress bar in the form view of your tasks. +Every time your salesperson will add working time in his timesheet, the +bar will be updated accordingly, based on the initially planned hours. + +.. image:: media/assignments03.png + :align: center + +Manage tasks with views +======================= + +You can have an overview of your different task thanks to the multiple +views available with Odoo. Three main views will help you to plan and +follow up on your employees' tasks: the kanban view, the list view +(using timesheets) and the calendar view. + +Create and edit tasks in order to fill up your pipeline. Don't forget to +fill in a responsible person and an estimated time if you have one. + +Get an overview of activities with 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 the +ones having 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/assignments04.png + :align: center + +Add/rearrange stages +~~~~~~~~~~~~~~~~~~~~ + +You can easily personalize your project to 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** (see image below). 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/assignments06.png + :align: center + +.. tip:: + Create one column per stage in your working process. For example, + in a development project, stages might be: Specifications, + Development, Test, Done. + +Sort tasks by priority +~~~~~~~~~~~~~~~~~~~~~~ + +On each one of your columns, you have the ability to sort your tasks by +priority. Tasks with a higher priority will automatically be moved to +the top of the column. From the Kanban view, click on the star in the +bottom left of a task to tag it as **high priority**. For the tasks that +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 +list view too) so you can easily follow up the progression of different +tasks. + +.. image:: media/assignments07.png + :align: center + +.. tip:: + Don't forget you can filter your tasks with the filter menu. + +Track the progress of each task with the list view +-------------------------------------------------- + +If you enabled the **Manage Time Estimation on Tasks**, your employees +will be able to log their activities on tasks under the **Timesheets** +sub-menu along with their duration. The **Working Time Progress** bar will +be updated each time the employee will add an activity. + +.. image:: media/assignments08.png + :align: center + +As a manager, you can easily overview the time spent on tasks for all +employees by using the list view. To do so, access the project of your +choice and click on the List view icon (see below). The last column will +show you the progression of each task. + +.. image:: media/assignments09.png + :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 +deadlines in a single window. + +.. image:: media/assignments10.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:: + You can easily change the deadline from the Calendar view by + dragging and dropping the task to another case. + +.. seealso:: + * :doc:`../configuration/setup` + * :doc:`forecast` \ No newline at end of file diff --git a/project/planning/media/assignments01.png b/project/planning/media/assignments01.png new file mode 100644 index 000000000..9c6f97c89 Binary files /dev/null and b/project/planning/media/assignments01.png differ diff --git a/project/planning/media/assignments02.png b/project/planning/media/assignments02.png new file mode 100644 index 000000000..7a66f4283 Binary files /dev/null and b/project/planning/media/assignments02.png differ diff --git a/project/planning/media/assignments03.png b/project/planning/media/assignments03.png new file mode 100644 index 000000000..c3a79491f Binary files /dev/null and b/project/planning/media/assignments03.png differ diff --git a/project/planning/media/assignments04.png b/project/planning/media/assignments04.png new file mode 100644 index 000000000..85f0f0693 Binary files /dev/null and b/project/planning/media/assignments04.png differ diff --git a/project/planning/media/assignments06.png b/project/planning/media/assignments06.png new file mode 100644 index 000000000..cd5069f67 Binary files /dev/null and b/project/planning/media/assignments06.png differ diff --git a/project/planning/media/assignments07.png b/project/planning/media/assignments07.png new file mode 100644 index 000000000..019f9300f Binary files /dev/null and b/project/planning/media/assignments07.png differ diff --git a/project/planning/media/assignments08.png b/project/planning/media/assignments08.png new file mode 100644 index 000000000..e431de733 Binary files /dev/null and b/project/planning/media/assignments08.png differ diff --git a/project/planning/media/assignments09.png b/project/planning/media/assignments09.png new file mode 100644 index 000000000..d71eac655 Binary files /dev/null and b/project/planning/media/assignments09.png differ diff --git a/project/planning/media/assignments10.png b/project/planning/media/assignments10.png new file mode 100644 index 000000000..dacbe7d1f Binary files /dev/null and b/project/planning/media/assignments10.png differ