[IMP] Productivity: Discuss Getting Started
closes odoo/documentation#4645 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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========================
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Get Started with Discuss
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Get started with Discuss
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========================
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Discuss allows you to bring all of your company’s communication together through messages, notes,
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and chat. Share information, projects, files, prioritize tasks, and stay connected with colleagues
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and partners throughout applications. Forge better relationships, increase productivity and
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transparency by promoting a convenient way of communicating.
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Odoo *Discuss* is an internal communication app that allows users to connect through messages,
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notes, and file sharing, either through a persistent chat window that works across applications, or
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through the dedicated *Discuss* dashboard.
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.. _discuss_app/notification_preferences:
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Choose your notifications preference
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====================================
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Choose notifications preference
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===============================
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Access your *Preferences* and choose how you would like your notifications to be handled.
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Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app
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--> Users --> User --> Preferences tab`.
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.. image:: get_started/change_preferences.png
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.. image:: get_started/preferences-user.png
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:align: center
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:alt: View of the preferences page for Odoo Discuss
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:alt: View of the Preferences tab for Odoo Discuss.
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| By default, the field is set as *Handle by Emails* making messages, notes, and notifications where
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you were mentioned or that you follow, to be sent through email. By choosing *Handle in Odoo*,
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they are shown in the *Inbox*.
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| Messages can then be *Marked as Todo*, *Replied*, or *Marked as Read*.
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By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
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setting enabled, a notification email will be sent by Odoo every time a message is sent from the
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chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record
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that the user follows. Something that triggers a notification is changing of the stage (if an email\
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is configured to be sent, for example if the task is set to :guilabel:`Done`).
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.. image:: get_started/inbox_actions.png
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By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's
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*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking
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:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional
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actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the
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message by selecting :guilabel:`Pin` or even mark the message as unread by selecting
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:guilabel:`Marked as unread`.
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.. image:: get_started/reactions-discuss.png
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:align: center
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:alt: View of an inbox message and its action options in Odoo Discuss
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:alt: View of an inbox message and its action options in Odoo Discuss.
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The messages tagged as *Mark as Todo* are also shown in *Starred*, while the ones *Marked as Read*
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are moved to *History*.
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Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page,
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while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`.
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.. image:: get_started/starred_messages.png
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.. image:: get_started/starred-messages.png
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:align: center
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:alt: View of messages marked as todo in Odoo Discuss
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:alt: View of messages marked as todo in Odoo Discuss.
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Start Chatting
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Start chatting
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==============
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The first time you log in to your account, OdooBot sends you a message asking for permission to
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receive desktop notifications to chats. If accepted, you receive push notifications to the messages
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sent to you despite of where you are in Odoo.
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The first time a user logs in to their account, OdooBot sends a message asking for permission to
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send desktop notifications for chats. If accepted, the user will receive push notifications on their
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desktop for the messages they receive, regardless of where the user is in Odoo.
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.. image:: get_started/odoobot_push.png
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.. image:: get_started/odoobot-push.png
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:align: center
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:alt: View of the messages under the messaging menu emphasizing the request for push
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notifications for Odoo Discuss
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notifications for Odoo Discuss.
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.. tip::
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To stop receiving desktop notifications, reset the notifications settings of your browser.
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To stop receiving desktop notifications, reset the notifications settings of the browser.
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To start a chat, click on *New Message* on the *Messaging Menu*, or go to *Discuss* and send a
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*Direct Message*.
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To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon
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next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard.
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.. image:: get_started/channels_direct_messages.png
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.. image:: get_started/channels-direct-messages.png
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:align: center
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:height: 400
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:alt: View of discuss’s panel emphasizing the titles channels and direct messages in Odoo Discuss
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:alt: View of Discuss's panel emphasizing the titles channels and direct messages in Odoo
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Discuss.
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You can also create :doc:`public and private channels <team_communication>`.
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A company can also easily create :doc:`public and private channels
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</applications/productivity/discuss/overview/team_communication>`.
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Mentions in the chat and on the Chatter
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Mentions in the chat and on the chatter
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---------------------------------------
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| To mention a user within a chat or the chatter type *@user-name*; to refer to a channel, type
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*#channel-name*.
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| A notification is sent to the user mentioned either to his *Inbox* or through email, depending
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on his settings.
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To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type
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`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending
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on their communication settings.
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.. image:: get_started/chat_windows.png
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.. image:: get_started/chat-windows.png
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:align: center
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:alt: View of a couple of chat window messages for Odoo Discuss
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:alt: View of a couple of chat window messages for Odoo Discuss.
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.. tip::
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When a user is mentioned, the search list (list of names) suggests values first based on the
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task’s followers, and secondly on *Employees*. If the record being searched does not match with
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task's followers, and secondly on employees. If the record being searched does not match with
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either a follower or employee, the scope of the search becomes all partners.
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Chat status
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User status
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-----------
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It is helpful to see what colleagues are up to and how quickly they can respond to messages by
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checking their *Status*. The status is shown on the left side of a contact’s names on Discuss’
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sidebar and on the *Messaging menu*.
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checking their *status*. The status is shown on the left side of a contact's name on the
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:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*.
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- Green = online
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- Orange = away
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@ -91,8 +100,8 @@ sidebar and on the *Messaging menu*.
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.. image:: get_started/status.png
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:align: center
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:height: 300
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:alt: View of the contacts’ status for Odoo Discuss
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:alt: View of the contacts' status for Odoo Discuss.
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.. seealso::
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- :doc:`team_communication`
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- :doc:`/applications/general/email_communication/email_servers`
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- :doc:`/applications/productivity/discuss/overview/team_communication`
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- :doc:`/applications/productivity/discuss/overview/plan_activities`
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