diff --git a/content/applications/productivity/discuss/overview/get_started.rst b/content/applications/productivity/discuss/overview/get_started.rst index 3846b8cec..e080ea40a 100644 --- a/content/applications/productivity/discuss/overview/get_started.rst +++ b/content/applications/productivity/discuss/overview/get_started.rst @@ -1,87 +1,96 @@ ======================== -Get Started with Discuss +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. +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 discuss’s 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 `. +A company can also easily create :doc:`public and private channels +`. -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 - task’s 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 contact’s 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` diff --git a/content/applications/productivity/discuss/overview/get_started/change_preferences.png b/content/applications/productivity/discuss/overview/get_started/change_preferences.png deleted file mode 100644 index 6f6d2ec5c..000000000 Binary files a/content/applications/productivity/discuss/overview/get_started/change_preferences.png and /dev/null differ diff --git a/content/applications/productivity/discuss/overview/get_started/channels-direct-messages.png b/content/applications/productivity/discuss/overview/get_started/channels-direct-messages.png new file mode 100644 index 000000000..468d73078 Binary files /dev/null and b/content/applications/productivity/discuss/overview/get_started/channels-direct-messages.png differ diff --git a/content/applications/productivity/discuss/overview/get_started/channels_direct_messages.png b/content/applications/productivity/discuss/overview/get_started/channels_direct_messages.png deleted file mode 100644 index ea1d08603..000000000 Binary files a/content/applications/productivity/discuss/overview/get_started/channels_direct_messages.png and /dev/null differ diff --git a/content/applications/productivity/discuss/overview/get_started/chat-windows.png b/content/applications/productivity/discuss/overview/get_started/chat-windows.png new file mode 100644 index 000000000..979342a03 Binary files /dev/null and b/content/applications/productivity/discuss/overview/get_started/chat-windows.png differ diff --git a/content/applications/productivity/discuss/overview/get_started/chat_windows.png b/content/applications/productivity/discuss/overview/get_started/chat_windows.png deleted file mode 100644 index e3b7c352a..000000000 Binary files a/content/applications/productivity/discuss/overview/get_started/chat_windows.png and /dev/null differ diff --git a/content/applications/productivity/discuss/overview/get_started/inbox_actions.png b/content/applications/productivity/discuss/overview/get_started/inbox_actions.png deleted file mode 100644 index 30600b85d..000000000 Binary files a/content/applications/productivity/discuss/overview/get_started/inbox_actions.png and /dev/null differ diff --git a/content/applications/productivity/discuss/overview/get_started/odoobot-push.png b/content/applications/productivity/discuss/overview/get_started/odoobot-push.png new file mode 100644 index 000000000..8f7aec4d0 Binary files /dev/null and b/content/applications/productivity/discuss/overview/get_started/odoobot-push.png differ diff --git a/content/applications/productivity/discuss/overview/get_started/odoobot_push.png b/content/applications/productivity/discuss/overview/get_started/odoobot_push.png deleted file mode 100644 index d4bebf142..000000000 Binary files a/content/applications/productivity/discuss/overview/get_started/odoobot_push.png and /dev/null differ diff --git a/content/applications/productivity/discuss/overview/get_started/preferences-user.png b/content/applications/productivity/discuss/overview/get_started/preferences-user.png new file mode 100644 index 000000000..d1ef74967 Binary files /dev/null and b/content/applications/productivity/discuss/overview/get_started/preferences-user.png differ diff --git a/content/applications/productivity/discuss/overview/get_started/reactions-discuss.png b/content/applications/productivity/discuss/overview/get_started/reactions-discuss.png new file mode 100644 index 000000000..cb725bc42 Binary files /dev/null and b/content/applications/productivity/discuss/overview/get_started/reactions-discuss.png differ diff --git a/content/applications/productivity/discuss/overview/get_started/starred-messages.png b/content/applications/productivity/discuss/overview/get_started/starred-messages.png new file mode 100644 index 000000000..0095e1a22 Binary files /dev/null and b/content/applications/productivity/discuss/overview/get_started/starred-messages.png differ diff --git a/content/applications/productivity/discuss/overview/get_started/starred_messages.png b/content/applications/productivity/discuss/overview/get_started/starred_messages.png deleted file mode 100644 index 5435f1289..000000000 Binary files a/content/applications/productivity/discuss/overview/get_started/starred_messages.png and /dev/null differ