[ADD] project: How to visualize a project's tasks?
https://docs.google.com/document/d/1vUlt11osQqT-aWDyYvuoa2K6uX6bFQnAtP6IUgHS_7A/edit?usp=sharing
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How to visualize a project's tasks?
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How to visualize a project's tasks?
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How to visualize a project's tasks
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Tasks are assignments that members of your organisations have to fulfill
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as part of a project. In day to day business, your company might
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struggle due to the important amount of tasks to fulfill. Those task are
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already complex enough. Having to remember them all and follow up on
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them can be a real burden. Luckily, Odoo enables you to efficiently
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visualize and organize the different tasks you have to cope with.
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Configuration
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The only configuration needed is to install the project module in the
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module application.
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.. image:: media/visualization01.png
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:align: center
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Creating Tasks
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Once you created a project, you can easily generate tasks for it. Simply
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open the project and click on create a task.
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.. image:: media/visualization02.png
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:align: center
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You then first give a name to your task, the related project will
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automatically be filled in, assign the project to someone, and select a
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deadline if there is one.
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.. image:: media/visualization03.png
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:align: center
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Get an overview of activities with the kanban view
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--------------------------------------------------
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Once you created several tasks, they can be managed and followed up
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thanks to the Kanban view.
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The Kanban view is a post-it like view, divided in different stages. It
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enables you to have a clear view on the stages your tasks are in and
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which one have the higher priorities.
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The Kanban view is the default view when accessing a project, but if you
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are on another view, you can go back to it any time by clicking the
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kanban view logo in the upper right corner
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.. image:: media/visualization04.png
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:align: center
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How to nototify your collegues about the status of a task?
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.. image:: media/visualization05.png
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:align: center
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Sort tasks by priority
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~~~~~~~~~~~~~~~~~~~~~~
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On each one of your columns, you have the ability to sort your tasks by
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priority. Tasks with a higher priority will be automatically moved to
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the top of the column. From the Kanban view, click on the star in the
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bottom left of a task to tag it as **high priority**. For the tasks that
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are not tagged, Odoo will automatically classify them according to their
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deadlines.
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Note that dates that passed their deadlines will appear in red (in the
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list view too) so you can easily follow up the progression of different
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tasks.
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.. image:: media/visualization06.png
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:align: center
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Keep an eye on deadlines with the Calendar view
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If you add a deadline in your task, they will appear in the calendar
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view. As a manager, this view enables you to keep an eye on all deadline
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in a single window.
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.. image:: media/visualization07.png
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:align: center
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All the tasks are tagged with a color corresponding to the employee
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assigned to them. You can easily filter the deadlines by employees by
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ticking the related boxes on the right of the calendar view.
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.. tip::
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You can easily change the deadline from the Calendar view by
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dragging and dropping the task to another case.
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