diff --git a/_static/banners/discuss.png b/_static/banners/discuss.png index 7da2eb305..99190a907 100644 Binary files a/_static/banners/discuss.png and b/_static/banners/discuss.png differ diff --git a/accounting/fiscal_localizations/localizations/italy_IT.rst b/accounting/fiscal_localizations/localizations/italy_IT.rst index 703263644..eea2626c2 100644 --- a/accounting/fiscal_localizations/localizations/italy_IT.rst +++ b/accounting/fiscal_localizations/localizations/italy_IT.rst @@ -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 l’Agenzia delle Entrate per l’utilizzo dei servizi diff --git a/crm/pipeline.rst b/crm/pipeline.rst index 5e99465bb..feabdf4eb 100644 --- a/crm/pipeline.rst +++ b/crm/pipeline.rst @@ -5,6 +5,6 @@ Organize the pipeline .. toctree:: :titlesonly: - ../discuss/plan_activities + ../discuss/overview/plan_activities pipeline/lost_opportunities pipeline/multi_sales_team diff --git a/discuss.rst b/discuss.rst index e977c732d..f98f7d809 100644 --- a/discuss.rst +++ b/discuss.rst @@ -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 \ No newline at end of file diff --git a/discuss/advanced.rst b/discuss/advanced.rst index ad2b0b857..dec501260 100644 --- a/discuss/advanced.rst +++ b/discuss/advanced.rst @@ -6,4 +6,5 @@ Advanced :titlesonly: :glob: - advanced/emailtemplate \ No newline at end of file + advanced/email_servers + advanced/email_template diff --git a/discuss/email_servers.rst b/discuss/advanced/email_servers.rst similarity index 99% rename from discuss/email_servers.rst rename to discuss/advanced/email_servers.rst index 983dc8ae1..472484dc0 100644 --- a/discuss/email_servers.rst +++ b/discuss/advanced/email_servers.rst @@ -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... diff --git a/discuss/advanced/emailtemplate.rst b/discuss/advanced/email_template.rst similarity index 100% rename from discuss/advanced/emailtemplate.rst rename to discuss/advanced/email_template.rst diff --git a/discuss/media/alias_domain.png b/discuss/advanced/media/alias_domain.png similarity index 100% rename from discuss/media/alias_domain.png rename to discuss/advanced/media/alias_domain.png diff --git a/discuss/media/incoming_server.png b/discuss/advanced/media/incoming_server.png similarity index 100% rename from discuss/media/incoming_server.png rename to discuss/advanced/media/incoming_server.png diff --git a/discuss/media/outgoing_server.png b/discuss/advanced/media/outgoing_server.png similarity index 100% rename from discuss/media/outgoing_server.png rename to discuss/advanced/media/outgoing_server.png diff --git a/discuss/media/system_parameters.png b/discuss/advanced/media/system_parameters.png similarity index 100% rename from discuss/media/system_parameters.png rename to discuss/advanced/media/system_parameters.png diff --git a/discuss/mail_twitter.rst b/discuss/mail_twitter.rst deleted file mode 100644 index b736326bf..000000000 --- a/discuss/mail_twitter.rst +++ /dev/null @@ -1,41 +0,0 @@ -==================================== -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. \ No newline at end of file diff --git a/discuss/media/api_key.png b/discuss/media/api_key.png deleted file mode 100644 index cc0cc7bf9..000000000 Binary files a/discuss/media/api_key.png and /dev/null differ diff --git a/discuss/media/discuss01.png b/discuss/media/discuss01.png deleted file mode 100644 index 3166d7dab..000000000 Binary files a/discuss/media/discuss01.png and /dev/null differ diff --git a/discuss/media/discuss02.png b/discuss/media/discuss02.png deleted file mode 100644 index c4afca7e5..000000000 Binary files a/discuss/media/discuss02.png and /dev/null differ diff --git a/discuss/media/discuss03.png b/discuss/media/discuss03.png deleted file mode 100644 index 1ec3bc0dc..000000000 Binary files a/discuss/media/discuss03.png and /dev/null differ diff --git a/discuss/media/discuss04.png b/discuss/media/discuss04.png deleted file mode 100644 index dccda623f..000000000 Binary files a/discuss/media/discuss04.png and /dev/null differ diff --git a/discuss/media/discuss05.png b/discuss/media/discuss05.png deleted file mode 100644 index c2dad39af..000000000 Binary files a/discuss/media/discuss05.png and /dev/null differ diff --git a/discuss/media/discuss06.png b/discuss/media/discuss06.png deleted file mode 100644 index 643d6bf8a..000000000 Binary files a/discuss/media/discuss06.png and /dev/null differ diff --git a/discuss/media/discuss07.png b/discuss/media/discuss07.png deleted file mode 100644 index 23b637d87..000000000 Binary files a/discuss/media/discuss07.png and /dev/null differ diff --git a/discuss/media/discuss08.png b/discuss/media/discuss08.png deleted file mode 100644 index dd342049c..000000000 Binary files a/discuss/media/discuss08.png and /dev/null differ diff --git a/discuss/media/discuss09.png b/discuss/media/discuss09.png deleted file mode 100644 index 25a233516..000000000 Binary files a/discuss/media/discuss09.png and /dev/null differ diff --git a/discuss/media/discuss10.png b/discuss/media/discuss10.png deleted file mode 100644 index 29cd1835f..000000000 Binary files a/discuss/media/discuss10.png and /dev/null differ diff --git a/discuss/media/inbox.png b/discuss/media/inbox.png deleted file mode 100644 index 67ac258ba..000000000 Binary files a/discuss/media/inbox.png and /dev/null differ diff --git a/discuss/media/plan_activities01.png b/discuss/media/plan_activities01.png deleted file mode 100644 index f6f13245d..000000000 Binary files a/discuss/media/plan_activities01.png and /dev/null differ diff --git a/discuss/media/plan_activities02.png b/discuss/media/plan_activities02.png deleted file mode 100644 index b711a6b4d..000000000 Binary files a/discuss/media/plan_activities02.png and /dev/null differ diff --git a/discuss/media/plan_activities03.png b/discuss/media/plan_activities03.png deleted file mode 100644 index 2f4af768b..000000000 Binary files a/discuss/media/plan_activities03.png and /dev/null differ diff --git a/discuss/media/plan_activities04.png b/discuss/media/plan_activities04.png deleted file mode 100644 index 6e4832889..000000000 Binary files a/discuss/media/plan_activities04.png and /dev/null differ diff --git a/discuss/media/sales_channel_follow.png b/discuss/media/sales_channel_follow.png deleted file mode 100644 index ec482d2e4..000000000 Binary files a/discuss/media/sales_channel_follow.png and /dev/null differ diff --git a/discuss/media/twitter_user-image.png b/discuss/media/twitter_user-image.png deleted file mode 100644 index 77caeb49e..000000000 Binary files a/discuss/media/twitter_user-image.png and /dev/null differ diff --git a/discuss/mentions.rst b/discuss/mentions.rst deleted file mode 100644 index 2b2606f07..000000000 --- a/discuss/mentions.rst +++ /dev/null @@ -1,38 +0,0 @@ -=================================================== -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 - diff --git a/discuss/monitoring.rst b/discuss/monitoring.rst deleted file mode 100644 index de37047a4..000000000 --- a/discuss/monitoring.rst +++ /dev/null @@ -1,27 +0,0 @@ -==================================================== -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 - - diff --git a/discuss/overview.rst b/discuss/overview.rst index 92ad91ded..36b841482 100644 --- a/discuss/overview.rst +++ b/discuss/overview.rst @@ -1,15 +1,11 @@ -==================== -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 diff --git a/discuss/overview/get_started.rst b/discuss/overview/get_started.rst new file mode 100644 index 000000000..c11174c7c --- /dev/null +++ b/discuss/overview/get_started.rst @@ -0,0 +1,99 @@ +======================== +Get Started with Discuss +======================== + +Discuss allows you to bring all of your company’s 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 discuss’s panel emphasizing the titles channels and direct messages in Odoo Discuss + +You can also create :doc:`public and private channels `. + +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 + task’s :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 contact’s 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` diff --git a/discuss/overview/media/activities_menu.png b/discuss/overview/media/activities_menu.png new file mode 100644 index 000000000..ec44122f5 Binary files /dev/null and b/discuss/overview/media/activities_menu.png differ diff --git a/discuss/overview/media/ban_list.png b/discuss/overview/media/ban_list.png new file mode 100644 index 000000000..6885221cc Binary files /dev/null and b/discuss/overview/media/ban_list.png differ diff --git a/discuss/overview/media/change_preferences.png b/discuss/overview/media/change_preferences.png new file mode 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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` \ No newline at end of file diff --git a/discuss/overview/team_communication.rst b/discuss/overview/team_communication.rst new file mode 100644 index 000000000..9c7c4a74b --- /dev/null +++ b/discuss/overview/team_communication.rst @@ -0,0 +1,116 @@ +====================================== +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 discuss’s 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 channel’s 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 channel’s settings form in Odoo Discuss + +Privacy and Members +~~~~~~~~~~~~~~~~~~~ + +| Changing *Who can follow the group’s 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 channel’s 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 `. + +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 channel’s 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` \ No newline at end of file diff --git a/discuss/plan_activities.rst b/discuss/plan_activities.rst deleted file mode 100644 index 8f5b3d535..000000000 --- a/discuss/plan_activities.rst +++ /dev/null @@ -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 ! diff --git a/discuss/team_communication.rst b/discuss/team_communication.rst deleted file mode 100644 index 7f2c4d6e1..000000000 --- a/discuss/team_communication.rst +++ /dev/null @@ -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.** \ No newline at end of file diff --git a/discuss/tracking.rst b/discuss/tracking.rst deleted file mode 100644 index 9a7e98412..000000000 --- a/discuss/tracking.rst +++ /dev/null @@ -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 \ No newline at end of file diff --git a/email_marketing/overview/send_emails.rst b/email_marketing/overview/send_emails.rst index a98add5b5..4ef59ef9a 100644 --- a/email_marketing/overview/send_emails.rst +++ b/email_marketing/overview/send_emails.rst @@ -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` diff --git a/helpdesk/overview/receiving_tickets.rst b/helpdesk/overview/receiving_tickets.rst index a1a1ef7cb..e5f9e4769 100644 --- a/helpdesk/overview/receiving_tickets.rst +++ b/helpdesk/overview/receiving_tickets.rst @@ -84,7 +84,6 @@ the Kanban view. :alt: View of a team’s 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` diff --git a/project/tasks/email_alias.rst b/project/tasks/email_alias.rst index f45914677..36f894f8f 100644 --- a/project/tasks/email_alias.rst +++ b/project/tasks/email_alias.rst @@ -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 ----------------------------------------- diff --git a/redirects.txt b/redirects.txt index 8f19e9ddb..270a0381a 100644 --- a/redirects.txt +++ b/redirects.txt @@ -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/* \ No newline at end of file +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) diff --git a/sms_marketing/overview/integrations_and_template.rst b/sms_marketing/overview/integrations_and_template.rst index 18bdb7a95..f0809a930 100644 --- a/sms_marketing/overview/integrations_and_template.rst +++ b/sms_marketing/overview/integrations_and_template.rst @@ -77,4 +77,4 @@ then go to :menuselection:`Technical --> SMS Templates`. .. seealso:: - :doc:`../../social_marketing/overview/campaigns` - - :doc:`../../discuss/advanced/emailtemplate` \ No newline at end of file + - :doc:`../../discuss/advanced/email_template` \ No newline at end of file diff --git a/website/publish/domain_name.rst b/website/publish/domain_name.rst index 46022ff55..34f3c1aad 100644 --- a/website/publish/domain_name.rst +++ b/website/publish/domain_name.rst @@ -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`