[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

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

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

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

discuss/advanced.rst

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

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...

discuss/mail_twitter.rst

@@ -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.

discuss/mentions.rst

@@ -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
-

discuss/monitoring.rst

@@ -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
-
-

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

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 <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
+   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`

discuss/overview/plan_activities.rst

@@ -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`

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 <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 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`

discuss/plan_activities.rst

@@ -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 !

discuss/team_communication.rst

@@ -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.**

discuss/tracking.rst

@@ -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

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`
 

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`

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
 -----------------------------------------

redirects.txt

@@ -153,3 +153,12 @@ ecommerce/shopper_experience/payment.rst general/payment_acquirers/payment_acqui
 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/*
+
+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)

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`
+   - :doc:`../../discuss/advanced/email_template`

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`