[IMP] discuss: documentation updated (#655)

- monitoring.rst + mentions.rst = get_started.rst;
- mail_twitter.rst = deleted (functionality does not exist since V12)
- tracking.rst = project/tasks/collaborate.rst
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@ -25,7 +25,7 @@ elettronica sono i seguenti:
di posta elettronica certificata sono fornite dal tuo fornitore o dal
Ministero. Lo stesso server deve essere configurato come server che
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
puo consultare la relativa :doc:`guida <../../../discuss/email_servers>`.
puo consultare la relativa :doc:`guida <../../../discuss/advanced/email_servers>`.
- Indirizzo PEC dell Azienda, tale indirizzo deve essere lo stesso
registrato presso lAgenzia delle Entrate per lutilizzo dei servizi

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@ -5,6 +5,6 @@ Organize the pipeline
.. toctree::
:titlesonly:
../discuss/plan_activities
../discuss/overview/plan_activities
pipeline/lost_opportunities
pipeline/multi_sales_team

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@ -8,11 +8,4 @@ Discuss
:titlesonly:
discuss/overview
discuss/tracking
discuss/monitoring
discuss/mentions
discuss/team_communication
discuss/plan_activities
discuss/mail_twitter
discuss/email_servers
discuss/advanced

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@ -6,4 +6,5 @@ Advanced
:titlesonly:
:glob:
advanced/emailtemplate
advanced/email_servers
advanced/email_template

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@ -1,5 +1,5 @@
============================================================
How to use my mail server to send and receive emails in Odoo
How to Use my Mail Server to Send and Receive Emails in Odoo
============================================================
If you are a user of Odoo Online or Odoo.sh...

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====================================
How to follow Twitter feed from Odoo
====================================
.. image:: media/twitter_user-image.png
:align: center
You can follow specific hashtags on Twitter and see the tweets within the
Odoo Discuss channels of your choice. The tweets are retrieved periodically from Twitter.
An authenticated user can retweet the messages.
Setting up the App on Twitter's side
====================================
Twitter uses an "App" on its side which is opens a gate to which Odoo asks for
tweets, and through which a user can retweet.
To set up this app, go to http://apps.twitter.com/app/new and put in the values:
- Name: this is the name of the application on Twitter
- Website: this is the external url of your Odoo database, with "/web" added.
For example, if your Odoo instance is hosted at "http://www.example.com", you
should put "http://www.example.com/web" in this field.
- Callback URL: this is the address on which Twitter will respond. Following the
previous example you should write "http://www.example.com/web/twitter/callback".
Do not forget to accept the terms **Developer agreement** of use and click on
**Create your Twitter application** at the bottom of the page.
Getting the API key and secret
==============================
When on the App dashboard, switch to the **Keys and Access Tokens** tab.
.. image:: media/api_key.png
:align: center
And copy those values in Odoo in :menuselection:`Settings--> General Settings--> Twitter discuss integration`
and click on **Save** to save the settings.

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===================================================
How to grab attention of other users in my messages
===================================================
You can **mention** a user in a channel or chatter by typing
**@user-name**. Mentioning a user in the chatter will set them as a
follower of the item (if they are not already) and send a message to
their inbox. The item containing the mention will also be bolded in the
list view. Mentioning a user in a channel will send a message to their
inbox. You cannot mention a user in a channel who is not subscribed to
the channel. Typing **#channel-name** will provide a link to the
mentioned channel in either a chatter or another channel.
Direct messaging a user
=======================
**Direct messages** are private messages viewable only by the sender
and recipient. You can send direct messages to other users from
within the Discuss module by creating a new conversation or
selecting an existing one from the sidebar. Direct messages can be
sent from anywhere in Odoo using the speech bubble icon in the top
bar. The online status of other users is displayed to the left of
their name. A **green dot** indicates that a user is Online, an
**orange dot** that they are Idle, and a **grey dot** that they are
offline.
Desktop notifications from Discuss
==================================
You can choose to see **desktop notifications** when you receive a
new direct message. The notification shows you the sender and a
brief preview of the message contents. These can be configured or
disabled by clicking on the gear icon in the corner of the
notification..
.. image:: media/discuss06.png
:align: center

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====================================================
How to be responsive at work thanks to my Odoo inbox
====================================================
Use the **Inbox** in Discuss app to monitor updates and progress
on everything you do in Odoo.
Notifications and messages from everything you follow or in
which you are mentioned appear in your inbox.
.. image:: media/discuss04.png
:align: center
You can keep an eye on your **Inbox** from any screen.
.. image:: media/inbox.png
:align: center
Marking an item with a check marks the message as **read** and removes it
from your inbox. If you would like to save an item for future reference
or action, mark it with a star to add it to the **Starred** box. You can
star any message or notification in Discuss or any of the item-specific
chatters throughout Odoo to keep tabs on it here.
.. image:: media/discuss05.png
:align: center

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====================
Why use Odoo Discuss
====================
========
Overview
========
Odoo Discuss is an easy to use messaging app for teams that brings all
your organization's communication into one place and seamlessly
integrates with the Odoo platform. Discuss lets you send and receive
messages from wherever you are in Odoo as well as manage your messages
and notifications easily from within the app. Discuss allows you to
create **channels** for team chats, conversations about projects,
meeting coordination, and more in one simple and searchable
interface.
.. toctree::
:titlesonly:
overview/get_started
overview/team_communication
overview/plan_activities
.. image:: media/discuss01.png
:align: center

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========================
Get Started with Discuss
========================
Discuss allows you to bring all of your companys communication together through messages, notes,
and chat. Share information, projects, files, prioritize tasks, and stay connected with colleagues
and partners throughout applications. Forge better relationships, increase productivity and
transparency by promoting a convenient way of communicating.
Choose your notifications preference
====================================
Access your *Preferences* and choose how you would like your
:doc:`Chatter <../../project/tasks/collaborate>` notifications to be handled.
.. image:: media/change_preferences.png
:align: center
:alt: View of the preferences page for Odoo Discuss
| By default, the field is set as *Handle by Emails* making messages, notes, and notifications where
you were mentioned or that you follow, to be sent through email. By choosing *Handle in Odoo*,
they are shown in the *Inbox*.
| Messages can then be *Marked as Todo*, *Replied*, or *Marked as Read*.
.. image:: media/inbox_actions.png
:align: center
:alt: View of an inbox message and its action options in Odoo Discuss
The messages tagged as *Mark as Todo* are also shown in *Starred*, while the ones *Marked as Read*
are moved to *History*.
.. image:: media/starred_messages.png
:align: center
:alt: View of messages marked as todo in Odoo Discuss
Start Chatting
==============
The first time you log in to your account, OdooBot sends you a message asking for permission to
receive desktop notifications to chats. If accepted, you receive push notifications to the messages
sent to you despite of where you are in Odoo.
.. image:: media/odoobot_push.png
:align: center
:alt: View of the messages under the messaging menu emphasizing the request for push
notifications for Odoo Discuss
.. tip::
To stop receiving desktop notifications, reset the notifications settings of your browser.
To start a chat, click on *New Message* on the *Messaging Menu*, or go to *Discuss* and send a
*Direct Message*.
.. image:: media/channels_direct_messages.png
:align: center
:height: 400
:alt: View of discusss panel emphasizing the titles channels and direct messages in Odoo Discuss
You can also create :doc:`public and private channels <team_communication>`.
Mentions in the chat and on the Chatter
---------------------------------------
| To mention a user within a chat or the :doc:`chatter <../../project/tasks/collaborate>` type
*@user-name*; to refer to a channel, type *#channel-name*.
| A notification is sent to the user mentioned either to his *Inbox* or through email, depending
on his settings.
.. image:: media/chat_windows.png
:align: center
:alt: View of a couple of chat window messages for Odoo Discuss
.. tip::
When a user is mentioned, the search list (list of names) suggests values first based on the
tasks :doc:`followers <../../project/tasks/collaborate>`, and secondly on *Employees*. If the
record being searched does not match with either a follower or employee, the scope of the search
becomes all partners.
Chat status
-----------
It is helpful to see what colleagues are up to and how quickly they can respond to messages by
checking their *Status*. The status is shown on the left side of a contacts names on Discuss
sidebar and on the *Messaging menu*.
- Green = online
- Orange = away
- White = offline
- Airplane = out of the office
.. image:: media/status.png
:align: center
:height: 300
:alt: View of the contacts status for Odoo Discuss
.. seealso::
- :doc:`../../project/tasks/collaborate`
- :doc:`team_communication`
- :doc:`../advanced/email_servers`

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@ -0,0 +1,65 @@
====================================
Get Organized by Planning Activities
====================================
When you plan activities you minimize the risk of uncertainties, as you provide clear directions
for the course of your next action. In addition to that, you do not leave space for wasteful
activities and reduce the chance of having overlapping actions between team members.
Where do I see my schedule activities?
======================================
Access and manage your activities wherever you are in Odoo by the *Activities* menu.
.. image:: media/activities_menu.png
:align: center
:height: 300
:alt: View of crm leads page emphasizing the activities menu for Odoo Discuss
Plan activities
===============
Activities can be planned and managed from the :doc:`Chatter <../../project/tasks/collaborate>`
by clicking on *Schedule activity*, or through Kanban views.
.. image:: media/schedule_activity.png
:align: center
:height: 300
:alt: View of crm leads and the option to schedule an activity for Odoo Discuss
Set your activity types
-----------------------
A number of activities types are available by default in Odoo (call, email, meeting, etc.). However,
you can set new ones going to :menuselection:`Settings --> Activity types`.
.. image:: media/settings_activities_types.png
:align: center
:height: 300
:alt: View of the settings page emphasizing the menu activity types for Odoo Discuss
.. tip::
If you need to create an activity type with n available calendar available, make sure to create
it with an *Action to Perform* set as *Meeting*.
Recommend next activities
-------------------------
Odoo helps you to plan a flow of activities by allowing you to set *Recommended Next Activities*.
.. image:: media/recommended_activities.png
:align: center
:alt: View of an activity type form emphasizing the field recommended next activities for Odoo
Discuss
Once the respective activity is completed, select *Done & Schedule Next* and next steps are
suggested to you.
.. image:: media/schedule_recommended_activity.png
:align: center
:alt: View of an activity being schedule emphasizing the recommended activities field being
shown for Odoo Discuss
.. seealso::
- :doc:`get_started`
- :doc:`team_communication`

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======================================
Efficiently Communicate Using Channels
======================================
You can use channels to organize discussions between individual teams, departments, projects, or any
other group that requires regular communication. This way, you keep everyone in the loop updated
with the latest developments.
Public and Private channels
===========================
A *Public* channel can be seen by everyone, while a *Private* one is only visible to users invited
to it.
.. image:: media/create_channel.png
:align: center
:height: 370
:alt: View of discusss sidebar and a channel being created in Odo Discuss
.. tip::
A public channel is best used when many employees need to access information (such as company
announcements), whereas a private channel could be used whenever information should be limited
to specific groups (such as a specific department).
Configuration options
---------------------
You can configure a channels name, description, email alias, and privacy by clicking on the
*Channel Settings* icon on the sidebar.
.. image:: media/channel_settings.png
:align: center
:alt: View of a channels settings form in Odoo Discuss
Privacy and Members
~~~~~~~~~~~~~~~~~~~
| Changing *Who can follow the groups activities?* allows you to control which groups can have
access to the channel. Note that allowing *Everyone* to follow a private channel lets other users
view and join it, as they would a public one.
| If you choose *Invited people only*, go to the *Members* tab to add your members, or, go to
Discuss main page, select the channel and click on *Invite*.
.. image:: media/invite_channel.png
:align: center
:height: 380
:alt: View of Discuss sidebar emphasizing the option to invite members in Odoo Discuss
For *Selected group of users*, the option *Auto Subscribe Groups* automatically add its members
as followers. In other words, while *Authorized Groups* limits which users can access the channel,
*Auto Subscribe Groups* automatically adds the user as a member as long as they are part of the
group.
Use a channel as a mailing list
-------------------------------
| Choosing to *Send messages by email* configures the channel to behave as a mailing list.
| Enabling this option allows you to *Moderate this channel*, meaning that messages will need to be
approved before being sent.
.. image:: media/pending_moderation.png
:align: center
:alt: View of a message with a pending moderation status in Odoo Discuss
| Under the *Moderation* tab choose as many moderators as you need, and if you would like them to
receive an *Automatic notification*.
| Mark *Send guidelines to new subscribers* to automatically send instructions to newcomers.
.. image:: media/moderation_settings.png
:align: center
:alt: View of a channels settings form emphasizing the tab moderation in Odoo Discuss
Moderators can: *Accept*, *Reject*, *Discard*, *Always Allow* or *Ban* messages.
.. image:: media/moderate_messages.png
:align: center
:alt: View of a message to be moderated in Odoo Discuss
.. note::
Members of a mailing channel receive messages through email regardless of their
:doc:`notification preference <get_started>`.
Once a channel is moderated, the menu *Ban List* allows you to add email addresses per moderated
channel to auto-ban them from sending messages.
.. image:: media/ban_list.png
:align: center
:alt: View of a channels setting form emphasizing the ban Lists menu in Odoo Discuss
Quick search bar
================
Once at least 20 channels, direct message and live chat conversations (if the module is installed
on your database) are pinned in the sidebar, a *Quick search…* bar is displayed. It is a clever
way to filter conversations and quickly find the one you need.
.. image:: media/quick_search.png
:align: center
:height: 430
:alt: View of the Discuss sidebar emphasizing the quick search bar in Odoo Discuss
Finding channels
----------------
| Click on *Channels* (on the sidebar), browse through the list of public channels, and join or
leave them from a single screen.
| Apply filters criteria and save it for later use. The search function accepts wildcards by using
the underscore character *(_)* to represent a single character.
.. image:: media/filter.png
:align: center
:alt: View of a channel being searched through filters in Odoo Discuss
.. seealso::
- :doc:`get_started`
- :doc:`plan_activities`

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@ -1,55 +0,0 @@
====================================
Get organized by planning activities
====================================
Planning activities is the perfect way to keep on track with your work.
Get reminded of what needs to be done and schedule the next activities
to undertake.
Your activities are available wherever you are in Odoo. It is easy to
manage your priorities.
.. image:: media/plan_activities01.png
:align: center
Activities can be planned and managed from the chatters or in the kanban
views. Here is an example for opportunities :
.. image:: media/plan_activities02.png
:align: center
Set your activity types
=======================
A number of generic activities types are available by default in Odoo
(e.g. call, email, meeting, etc.). If you would like to set new ones, go
to :menuselection:`Settings --> General settings --> Activity types`.
Schedule meetings
=================
Activities are planned for specific days. If you need to set hours, go
with the *Meeting* activity type. When scheduling one, the calendar
will simply open to let you select a time slot.
.. tip::
If you need to use other activity types with a calendar
planning, make sure their *Category* is set as *Meeting*.
Schedule a chain of activities to follow
========================================
Odoo helps you easily plan your usual flow of activities. Go to
:menuselection:`Configuration --> Activity Types` and set the common
following steps as *Recommended next activities*.
.. image:: media/plan_activities03.png
:align: center
Now, when an activity is completed, you can select *Done & schedule
next*. The next steps will automatically be suggested to you.
.. image:: media/plan_activities04.png
:align: center
Have fun getting better organized by planning activities !

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@ -1,82 +0,0 @@
=====================================================
How to efficiently communicate in team using channels
=====================================================
You can use **channels** to organize discussions between individual
teams, departments, projects, or any other group that requires regular
communication. By having conversations that everyone in the channel can
see, it's easy to keep the whole team in the loop with the latest
developments.
Creating a channel
==================
In Discuss there are two types of channels - **public** and
**private**.
A **public channel** can only be created by an administrator with
write privileges and can be seen by everyone in the organization. By
contrast, a **private channel** can be created by any user and by
default is only visible to users who have been invited to this
channel.
.. note::
A public channel is best used when many employees need to
access information (such as interdepartmental communication or
company announcements), whereas a private channel should be used
whenever information should be limited to specific users/employees
(such as department specific or sensitive information).
Configuring a channel
=====================
You can configure a channel's name, description, access rights,
automatic subscription, and emailing from
:menuselection:`#channel-name --> Settings`.
Changing channel access rights allows
you to control which groups can view each channel. You can make a
channel visible by all users, invited users, or users within a
selected user group. Note that allowing "Everyone" to follow a
private channel will let other users view and join it as they would
a public channel.
.. image:: media/discuss02.png
:align: center
How to set up a mailing list
============================
A channel can be configured to behave as a mailing list. From within
:menuselection:`#channel-name --> Settings`, define the email you would like to use.
Users can then post to the channel and choose to receive
notifications using the defined email address. An envelope icon will
appear next to the channel name in the list to indicate that a
channel will send messages by email.
Locating a channel
==================
If you do not see a channel on your dashboard, you can search the
list of **public channels** to locate the correct channel or create
a new channel by clicking the plus icon.
.. image:: media/discuss03.png
:align: center
You can also click the **CHANNELS** heading to browse a list of all
public channels. This allows the user to manually **join** and
**leave** public channels from a single screen.
.. note::
It is always wise to search for a channel before creating a new
one to ensure that duplicate entries are not created for the same topic.
Using filters to navigate within Discuss
========================================
The topbar search provides access to the same comprehensive search
function present in the rest of Odoo. You can apply multiple **filter
criteria** and **save filters** for later use. The search function
accepts wildcards by using the underscore character "\ **\_**\ " to
represent a **single character wildcard.**

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@ -1,45 +0,0 @@
======================================================================
How to follow a discussion thread and define what I want to hear about
======================================================================
How to follow a discussion thread
=================================
You can keep track of virtually any business object in Odoo
(an opportunity, a quotation, a task, etc.), by **following** it.
.. image:: media/discuss07.png
:align: center
How to choose the events to follow
==================================
You can choose which types of events you want to be notified about.
The example below shows the options available when
following a **task** in the **Project** app.
.. image:: media/discuss08.png
:align: center
How to add other followers
==========================
You can invite other users and add channels as followers. Adding a
channel as a follower will send messages posted in the chatter to the
channel with a link back to the original document.
.. image:: media/discuss09.png
:align: center
.. image:: media/discuss10.png
:align: center
How to be a default follower
============================
You are automatically set as a default follower of any item
you create. In some applications like CRM and Project, you can
be a default follower of any new record created to get notified
of specific events (e.g. a new task created, an opportunity won).
To do so, start following the parent business object
(e.g. the sales channel in CRM, the project in Project).
Then, choose the events you want to hear about.
.. image:: media/sales_channel_follow.png
:align: center

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@ -82,6 +82,6 @@ Manage campaigns
menu within those applications. All of this is possible because the applications work integrated.
.. seealso::
- :doc:`../../discuss/email_servers`
- :doc:`../../discuss/advanced/email_servers`
- :doc:`../../social_marketing/overview/campaigns`

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@ -84,7 +84,6 @@ the Kanban view.
:alt: View of a teams kanban view and the prioritized tasks in Odoo Helpdesk
.. seealso::
- :doc:`../../discuss/email_servers`
- :doc:`sla`
- :doc:`../advanced/close_tickets`
- :doc:`../../discuss/advanced/email_servers`

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@ -12,7 +12,7 @@ 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`
| **For more information**: :doc:`../../discuss/advanced/email_servers`
Configure the email alias in your project
-----------------------------------------

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@ -152,4 +152,13 @@ planning/send_planned_shifts.rst planning/overview/send_planned_shifts.rst
ecommerce/shopper_experience/payment.rst general/payment_acquirers/payment_acquirers.rst # ecommerce/shopper_experience/payment --> general/payment_acquirers/payment_acquirers
ecommerce/shopper_experience/authorize.rst general/payment_acquirers/authorize.rst # ecommerce/shopper_experience/* --> general/payment_acquirers/*
ecommerce/shopper_experience/paypal.rst general/payment_acquirers/paypal.rst # ecommerce/shopper_experience/* --> general/payment_acquirers/*
ecommerce/shopper_experience/wire_transfer.rst general/payment_acquirers/wire_transfer.rst # ecommerce/shopper_experience/* --> general/payment_acquirers/*
ecommerce/shopper_experience/wire_transfer.rst general/payment_acquirers/wire_transfer.rst # ecommerce/shopper_experience/* --> general/payment_acquirers/*
discuss/monitoring.rst discuss/overview/get_started.rst # (#655)
discuss/mentions.rst discuss/overview/get_started.rst # (#655)
discuss/mail_twitter.rst discuss/overview/get_started.rst # (#655)
discuss/tracking.rst project/tasks/collaborate.rst # (#655)
discuss/email_servers.rst discuss/advanced/email_servers.rst # (#655)
discuss/plan_activities.rst discuss/overview/plan_activities.rst # (#655)
discuss/team_communication.rst discuss/overview/team_communication.rst # (#655)
discuss/overview.rst discuss/overview/get_started.rst # (#655)

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@ -77,4 +77,4 @@ then go to :menuselection:`Technical --> SMS Templates`.
.. seealso::
- :doc:`../../social_marketing/overview/campaigns`
- :doc:`../../discuss/advanced/emailtemplate`
- :doc:`../../discuss/advanced/email_template`

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@ -117,7 +117,7 @@ Google indexes your website under both names. This is a limitation of the Odoo c
.. seealso::
* :doc:`../../discuss/email_servers`
* :doc:`../../discuss/advanced/email_servers`