[REM] project: remove project/overview/setup.rst + project/overview/share.rst (#770)
- as decided by FP, certain docs should be removed
@ -37,6 +37,3 @@ person he can be assigned.
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.. tip::
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Create projects per team, or per working site, and have a more accurate and dynamic database.
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.. seealso::
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* :doc:`../../project/overview/setup`
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@ -7,7 +7,6 @@ Project
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.. toctree::
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:titlesonly:
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project/overview
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project/tasks
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project/planning
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project/record_and_invoice
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@ -67,5 +67,4 @@ Once the task is complete, click on *Sales Order* and *Create Invoice*.
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Settings`, and enable *Approved timesheets only*.
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.. seealso::
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- :doc:`../overview/setup`
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- :doc:`../../sales/invoicing/subscriptions`
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@ -1,9 +0,0 @@
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========
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Overview
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========
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.. toctree::
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:titlesonly:
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overview/setup
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overview/share
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@ -1,63 +0,0 @@
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========================
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Get Started with Project
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========================
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Managing projects means managing people, tasks, due dates, budgets and predicted return on
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investments. For all of it, you need a solution that allows you to reduce risks, get information at
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a glance, have an overview of your progress and stay organized. And, from start to finish, to be
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able to run multiple projects in parallel easily. Odoo Project application is the solution you need.
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Creating a new project
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======================
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Click on *Create*. Specify the name of the project and choose which features you would like to
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integrate. Note that they can be enabled afterward through *Settings*.
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.. image:: media/create_new.png
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:align: center
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:alt: Click on create to start a new project in Odoo Project
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Manage your project’s stages
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============================
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| Open your project and add as many columns as there are stages in your project.
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| Each project stage can be characterized by a distinct set of activities, or your stages can guide
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you to the different steps a project has to go through. It is important to set them right as they
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lead you from the first idea or step to its conclusion, contributing to the overall success
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of your project.
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.. image:: media/stages.png
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:align: center
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:alt: View of the stages created under a project in Odoo Project
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| For each stage, there are markers for the status of tasks that you can personalize.
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| Drag your mouse over a stage name, and click on :menuselection:`Settings --> Edit`.
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.. image:: media/edit_stage.png
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:align: center
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:height: 300
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:alt: Click on settings then edit stage to edit in Odoo Project
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The dots correspond to customizable markers applied on tasks, making it easier to know which tasks
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require attention. You can give them any signification you like.
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.. image:: media/edit_form.png
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:align: center
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:height: 300
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:alt: Image of the edit form of a stage in Odoo Project
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Rearrange stages
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================
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| From the Kanban view of your project, you can add stages by clicking on *Add a column*.
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| To rearrange the order of your stages easily do so by dragging and dropping columns. You can also
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fold or unfold them on *Settings*.
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.. image:: media/fold_stage.png
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:align: center
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:height: 280
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:alt: Click on setting then fold to hide a column in Odoo Project
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.. seealso::
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- :doc:`../tasks/collaborate`
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- :doc:`../record_and_invoice/time_record`
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@ -1,33 +0,0 @@
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========================
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Share Projects and Tasks
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========================
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When you share your projects/tasks, you allow external users to be on the same page as you.
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It avoids misunderstandings, simplifies communication, and allows you to become a more coordinated
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company as you get the right information to the right people.
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Share projects and tasks
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========================
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To share a project, go to :menuselection:`Manage --> Share`.
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.. image:: media/share_project.png
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:align: center
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:height: 270
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:alt: Edit a project from the dashboard view and click on share in Odoo Project
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To share a task, open it and click on :menuselection:`Action --> Share`. Choose an existing
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*Recipient(s)* or create it on the fly.
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.. image:: media/share_task.png
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:align: center
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:height: 300
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:alt: Open a task and click on action then share in Odoo Project
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The recipient receives an email saying that he has been invited to access a document. In the example
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below, a project was shared. When the user opens it, he sees the settings of that project and can
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access its tasks, for example.
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.. image:: media/shared_project.png
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:align: center
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:alt: View of a shared project from the recipients side for Odoo Project
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