[REM] project: collaborate.rst (#779)
These pages documented very straightforward screens and flows that a user can easily figure out without the help of dedicated documentation. Besides, those screens are frequently reworked, thus requiring to maintain the related pages very closely. This commit removes such low values pages to reduce the technical debt and allow focusing on actually useful documentation pages.
@ -10,8 +10,7 @@ transparency by promoting a convenient way of communicating.
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Choose your notifications preference
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====================================
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Access your *Preferences* and choose how you would like your
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:doc:`Chatter <../../project/tasks/collaborate>` notifications to be handled.
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Access your *Preferences* and choose how you would like your notifications to be handled.
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.. image:: media/change_preferences.png
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:align: center
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@ -61,8 +60,8 @@ You can also create :doc:`public and private channels <team_communication>`.
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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 :doc:`chatter <../../project/tasks/collaborate>` type
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*@user-name*; to refer to a channel, type *#channel-name*.
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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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@ -72,9 +71,8 @@ Mentions in the chat and on the Chatter
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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 :doc:`followers <../../project/tasks/collaborate>`, and secondly on *Employees*. If the
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record being searched does not match with either a follower or employee, the scope of the search
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becomes all partners.
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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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-----------
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@ -94,6 +92,5 @@ sidebar and on the *Messaging menu*.
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:alt: View of the contacts’ status for Odoo Discuss
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.. seealso::
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- :doc:`../../project/tasks/collaborate`
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- :doc:`team_communication`
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- :doc:`../advanced/email_servers`
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@ -19,8 +19,8 @@ Access and manage your activities wherever you are in Odoo by the *Activities* m
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Plan activities
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===============
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Activities can be planned and managed from the :doc:`Chatter <../../project/tasks/collaborate>`
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by clicking on *Schedule activity*, or through Kanban views.
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Activities can be planned and managed from the chatter by clicking on *Schedule activity*,
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or through Kanban views.
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.. image:: media/schedule_activity.png
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:align: center
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@ -32,8 +32,8 @@ customer.
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:align: center
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:alt: View of a standard helpdesk customer review email template for Odoo Helpdesk
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Ratings can be seen on the :doc:`chatter <../../project/tasks/collaborate>` of each ticket, under
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the *See Customer Satisfaction* link on the main dashboard, and through *Reporting*.
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Ratings can be seen on the chatter of each ticket, under the *See Customer Satisfaction* link on the
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main dashboard, and through *Reporting*.
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Ratings visible on the customer portal
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--------------------------------------
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@ -22,7 +22,7 @@ Choose who can access a project
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To create a project for specific teams, under *Visibility*, choose who can have access to the
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project:
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- *Invited employees*: the ones who are followers (see :doc:`../tasks/collaborate`)
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- *Invited employees*: the ones who are followers.
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- *All employees*.
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- *Portal users and all employees*: it enables the option *Share*. Recipients receive an
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email with an invitation to access the document (project).
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@ -5,5 +5,4 @@ Tasks
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.. toctree::
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:titlesonly:
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tasks/collaborate
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tasks/email_alias
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@ -1,93 +0,0 @@
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====================
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Collaborate on Tasks
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====================
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Being able to collaborate virtually but with the same effect as if people were in the same room
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increases your productivity. It results in faster execution of processes, brainstorming and decision
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made easier while also allowing the support of outside contributions.
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Add followers to a project
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==========================
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| *Edit* the project to add followers.
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| Followers are notified of any changes: tasks sliding from one stage to another, conversations
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taking place, etc.
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.. image:: media/add_followers.png
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:align: center
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:alt: Click on the follower icon to add followers to a project in Odoo Project
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.. note::
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Following a project automatically makes you a follower of all its tasks.
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Add followers to a task
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=======================
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Within a task, click on the *Followers* icon. Followers get notified of any changes in the task
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and can see the task like you do, with the description and the chatter.
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.. image:: media/follower_task.png
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:align: center
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:alt: Click on the follower icon to add followers to a task in Odoo Project
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Select which notifications to get
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---------------------------------
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For a project or task, select what you would like to be notified about. For that, *Edit
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subscription*.
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.. image:: media/select_notif.png
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:align: center
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:alt: Click on the follower icon, then on edit subscription in Odoo Project
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Use the pad like a collaborative note
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=====================================
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| Go to :menuselection:`Project --> Configuration --> Settings --> Collaborative Pads`, then edit
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the *Settings* of the project you would like the feature to work and enable *Use
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Collaborative Pads*.
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| Now, you are able to contribute to tasks in real-time, with several users, with an Etherpad
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collaborative note. Every user has his own color and you can replay the whole creation
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of the content.
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.. image:: media/pad_collaborative.png
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:align: center
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:alt: View of the collaborative pad in Odoo Project
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.. tip::
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Click on the *</>* icon to get the direct URL of the task description: useful if you want to
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share it without adding this person as a follower, or to someone outside of the company.
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The Chatter
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===========
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| *Chatter* is a communication tool that shows the history of a task, including changes and the
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interactions between you and your customers or colleagues.
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| To interact with followers, whether there are internal or external, click on *Log a note* and ping
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them using the at symbol (*@*). If you want to send a message/email to all the followers in the
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task, use *Send a message*.
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| You can also ping a channel using the hashtag sign (*#*). This way, users can have a channel per
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project team, for example.
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.. image:: media/the_chatter.png
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:align: center
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:alt: Overview of the chatter in Odoo Project
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Schedule activities
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-------------------
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Do not forget promises made and stay organized by conveniently *Scheduling activities* from the
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chatter.
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.. image:: media/schedule_activities.png
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:align: center
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:alt: Click on schedule activity and choose the activity to be scheduled in Odoo Project
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Edit or create new activities types
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-----------------------------------
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Go to :menuselection:`Project --> Configuration --> Activity Types`.
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.. image:: media/activity_type.png
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:align: center
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:alt: Overview of the activity types form in Odoo Project
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@ -36,6 +36,3 @@ The email can be seen under the name of your project on the dashboard.
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:height: 300
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:alt: View of the email alias chosen on the dashboard view in Odoo Project
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.. seealso::
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- :doc:`./collaborate`
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@ -48,8 +48,7 @@ For every Trigger option, **conditions** can be applied, such as:
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- *Update a Record*: updates the record that triggered the action.
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- *Execute several actions*: defines an action that triggers other server actions.
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- *Send Email*: an automatic :doc:`email <../../discuss/advanced/email_template>` is sent.
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- *Add Followers*: :doc:`followers <../../project/tasks/collaborate>` are notified of changes in
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the task.
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- *Add Followers*: followers are notified of changes in the task.
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- *Create Next Activity*: creates an activity such as: *Call*, *Email*, *Reminder*.
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- *Send SMS Text Message*: sends an :doc:`SMS <../../sms_marketing/pricing/pricing_and_faq>`.
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