[IMP] Productivity: Discuss Getting Started

closes odoo/documentation#4645

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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tiku-odoo 2023-06-07 12:38:21 -04:00 committed by Zachary Straub (ZST)
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========================
Get Started with Discuss
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.
Odoo *Discuss* is an internal communication app that allows users to connect through messages,
notes, and file sharing, either through a persistent chat window that works across applications, or
through the dedicated *Discuss* dashboard.
.. _discuss_app/notification_preferences:
Choose your notifications preference
====================================
Choose notifications preference
===============================
Access your *Preferences* and choose how you would like your notifications to be handled.
Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app
--> Users --> User --> Preferences tab`.
.. image:: get_started/change_preferences.png
.. image:: get_started/preferences-user.png
:align: center
:alt: View of the preferences page for Odoo Discuss
:alt: View of the Preferences tab 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*.
By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
setting enabled, a notification email will be sent by Odoo every time a message is sent from the
chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record
that the user follows. Something that triggers a notification is changing of the stage (if an email\
is configured to be sent, for example if the task is set to :guilabel:`Done`).
.. image:: get_started/inbox_actions.png
By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's
*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking
:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional
actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the
message by selecting :guilabel:`Pin` or even mark the message as unread by selecting
:guilabel:`Marked as unread`.
.. image:: get_started/reactions-discuss.png
:align: center
:alt: View of an inbox message and its action options in Odoo Discuss
: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*.
Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page,
while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`.
.. image:: get_started/starred_messages.png
.. image:: get_started/starred-messages.png
:align: center
:alt: View of messages marked as todo in Odoo Discuss
:alt: View of messages marked as todo in Odoo Discuss.
Start Chatting
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.
The first time a user logs in to their account, OdooBot sends a message asking for permission to
send desktop notifications for chats. If accepted, the user will receive push notifications on their
desktop for the messages they receive, regardless of where the user is in Odoo.
.. image:: get_started/odoobot_push.png
.. image:: get_started/odoobot-push.png
:align: center
:alt: View of the messages under the messaging menu emphasizing the request for push
notifications for Odoo Discuss
notifications for Odoo Discuss.
.. tip::
To stop receiving desktop notifications, reset the notifications settings of your browser.
To stop receiving desktop notifications, reset the notifications settings of the browser.
To start a chat, click on *New Message* on the *Messaging Menu*, or go to *Discuss* and send a
*Direct Message*.
To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon
next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard.
.. image:: get_started/channels_direct_messages.png
.. image:: get_started/channels-direct-messages.png
:align: center
:height: 400
:alt: View of discusss panel emphasizing the titles channels and direct messages in Odoo Discuss
: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>`.
A company can also easily create :doc:`public and private channels
</applications/productivity/discuss/overview/team_communication>`.
Mentions in the chat and on the Chatter
Mentions in the chat and on the chatter
---------------------------------------
| To mention a user within a chat or the chatter 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.
To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type
`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending
on their communication settings.
.. image:: get_started/chat_windows.png
.. image:: get_started/chat-windows.png
:align: center
:alt: View of a couple of chat window messages for Odoo Discuss
: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 followers, and secondly on *Employees*. If the record being searched does not match with
task's followers, 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
User 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*.
checking their *status*. The status is shown on the left side of a contact's name on the
:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*.
- Green = online
- Orange = away
@ -91,8 +100,8 @@ sidebar and on the *Messaging menu*.
.. image:: get_started/status.png
:align: center
:height: 300
:alt: View of the contacts status for Odoo Discuss
:alt: View of the contacts' status for Odoo Discuss.
.. seealso::
- :doc:`team_communication`
- :doc:`/applications/general/email_communication/email_servers`
- :doc:`/applications/productivity/discuss/overview/team_communication`
- :doc:`/applications/productivity/discuss/overview/plan_activities`

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