diff --git a/discuss/overview/get_started.rst b/discuss/overview/get_started.rst index c11174c7c..446e86377 100644 --- a/discuss/overview/get_started.rst +++ b/discuss/overview/get_started.rst @@ -10,8 +10,7 @@ transparency by promoting a convenient way of communicating. Choose your notifications preference ==================================== -Access your *Preferences* and choose how you would like your -:doc:`Chatter <../../project/tasks/collaborate>` notifications to be handled. +Access your *Preferences* and choose how you would like your notifications to be handled. .. image:: media/change_preferences.png :align: center @@ -61,8 +60,8 @@ You can also create :doc:`public and private channels `. Mentions in the chat and on the Chatter --------------------------------------- -| To mention a user within a chat or the :doc:`chatter <../../project/tasks/collaborate>` type - *@user-name*; to refer to a channel, type *#channel-name*. +| 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. @@ -72,9 +71,8 @@ Mentions in the chat and on the Chatter .. tip:: When a user is mentioned, the search list (list of names) suggests values first based on the - task’s :doc:`followers <../../project/tasks/collaborate>`, 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. + 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 ----------- @@ -94,6 +92,5 @@ sidebar and on the *Messaging menu*. :alt: View of the contacts’ status for Odoo Discuss .. seealso:: - - :doc:`../../project/tasks/collaborate` - :doc:`team_communication` - :doc:`../advanced/email_servers` diff --git a/discuss/overview/plan_activities.rst b/discuss/overview/plan_activities.rst index 7f6c6ab45..864433731 100644 --- a/discuss/overview/plan_activities.rst +++ b/discuss/overview/plan_activities.rst @@ -19,8 +19,8 @@ Access and manage your activities wherever you are in Odoo by the *Activities* m Plan activities =============== -Activities can be planned and managed from the :doc:`Chatter <../../project/tasks/collaborate>` -by clicking on *Schedule activity*, or through Kanban views. +Activities can be planned and managed from the chatter by clicking on *Schedule activity*, +or through Kanban views. .. image:: media/schedule_activity.png :align: center diff --git a/helpdesk/overview/ratings.rst b/helpdesk/overview/ratings.rst index ad1a199bd..e79924718 100644 --- a/helpdesk/overview/ratings.rst +++ b/helpdesk/overview/ratings.rst @@ -32,8 +32,8 @@ customer. :align: center :alt: View of a standard helpdesk customer review email template for Odoo Helpdesk -Ratings can be seen on the :doc:`chatter <../../project/tasks/collaborate>` of each ticket, under -the *See Customer Satisfaction* link on the main dashboard, and through *Reporting*. +Ratings can be seen on the chatter of each ticket, under the *See Customer Satisfaction* link on the +main dashboard, and through *Reporting*. Ratings visible on the customer portal -------------------------------------- diff --git a/project/advanced/advanced_projects.rst b/project/advanced/advanced_projects.rst index ad261748f..8d92019eb 100644 --- a/project/advanced/advanced_projects.rst +++ b/project/advanced/advanced_projects.rst @@ -22,7 +22,7 @@ Choose who can access a project To create a project for specific teams, under *Visibility*, choose who can have access to the project: -- *Invited employees*: the ones who are followers (see :doc:`../tasks/collaborate`) +- *Invited employees*: the ones who are followers. - *All employees*. - *Portal users and all employees*: it enables the option *Share*. Recipients receive an email with an invitation to access the document (project). diff --git a/project/tasks.rst b/project/tasks.rst index c4c53cd99..f099655dd 100644 --- a/project/tasks.rst +++ b/project/tasks.rst @@ -5,5 +5,4 @@ Tasks .. toctree:: :titlesonly: - tasks/collaborate tasks/email_alias \ No newline at end of file diff --git a/project/tasks/collaborate.rst b/project/tasks/collaborate.rst deleted file mode 100644 index 4ad276bfe..000000000 --- a/project/tasks/collaborate.rst +++ /dev/null @@ -1,93 +0,0 @@ -==================== -Collaborate on Tasks -==================== - -Being able to collaborate virtually but with the same effect as if people were in the same room -increases your productivity. It results in faster execution of processes, brainstorming and decision -made easier while also allowing the support of outside contributions. - -Add followers to a project -========================== - -| *Edit* the project to add followers. -| Followers are notified of any changes: tasks sliding from one stage to another, conversations - taking place, etc. - -.. image:: media/add_followers.png - :align: center - :alt: Click on the follower icon to add followers to a project in Odoo Project - -.. note:: - Following a project automatically makes you a follower of all its tasks. - -Add followers to a task -======================= - -Within a task, click on the *Followers* icon. Followers get notified of any changes in the task -and can see the task like you do, with the description and the chatter. - -.. image:: media/follower_task.png - :align: center - :alt: Click on the follower icon to add followers to a task in Odoo Project - -Select which notifications to get ---------------------------------- - -For a project or task, select what you would like to be notified about. For that, *Edit -subscription*. - -.. image:: media/select_notif.png - :align: center - :alt: Click on the follower icon, then on edit subscription in Odoo Project - -Use the pad like a collaborative note -===================================== - -| Go to :menuselection:`Project --> Configuration --> Settings --> Collaborative Pads`, then edit - the *Settings* of the project you would like the feature to work and enable *Use - Collaborative Pads*. -| Now, you are able to contribute to tasks in real-time, with several users, with an Etherpad - collaborative note. Every user has his own color and you can replay the whole creation - of the content. - -.. image:: media/pad_collaborative.png - :align: center - :alt: View of the collaborative pad in Odoo Project - -.. tip:: - Click on the ** icon to get the direct URL of the task description: useful if you want to - share it without adding this person as a follower, or to someone outside of the company. - -The Chatter -=========== - -| *Chatter* is a communication tool that shows the history of a task, including changes and the - interactions between you and your customers or colleagues. -| To interact with followers, whether there are internal or external, click on *Log a note* and ping - them using the at symbol (*@*). If you want to send a message/email to all the followers in the - task, use *Send a message*. -| You can also ping a channel using the hashtag sign (*#*). This way, users can have a channel per - project team, for example. - -.. image:: media/the_chatter.png - :align: center - :alt: Overview of the chatter in Odoo Project - -Schedule activities -------------------- - -Do not forget promises made and stay organized by conveniently *Scheduling activities* from the -chatter. - -.. image:: media/schedule_activities.png - :align: center - :alt: Click on schedule activity and choose the activity to be scheduled in Odoo Project - -Edit or create new activities types ------------------------------------ - -Go to :menuselection:`Project --> Configuration --> Activity Types`. - -.. image:: media/activity_type.png - :align: center - :alt: Overview of the activity types form in Odoo Project \ No newline at end of file diff --git a/project/tasks/email_alias.rst b/project/tasks/email_alias.rst index bd71988f5..966b140c0 100644 --- a/project/tasks/email_alias.rst +++ b/project/tasks/email_alias.rst @@ -36,6 +36,3 @@ The email can be seen under the name of your project on the dashboard. :height: 300 :alt: View of the email alias chosen on the dashboard view in Odoo Project -.. seealso:: - - :doc:`./collaborate` - diff --git a/project/tasks/media/activity_type.png b/project/tasks/media/activity_type.png deleted file mode 100644 index af96e0c27..000000000 Binary files a/project/tasks/media/activity_type.png and /dev/null differ diff --git a/project/tasks/media/add_followers.png b/project/tasks/media/add_followers.png deleted file mode 100644 index ee4aab2c0..000000000 Binary files a/project/tasks/media/add_followers.png and /dev/null differ diff --git a/project/tasks/media/follower_task.png b/project/tasks/media/follower_task.png deleted file mode 100644 index cf73ccce5..000000000 Binary files a/project/tasks/media/follower_task.png and /dev/null differ diff --git a/project/tasks/media/pad_collaborative.png b/project/tasks/media/pad_collaborative.png deleted file mode 100644 index 1eb60f6f9..000000000 Binary files a/project/tasks/media/pad_collaborative.png and /dev/null differ diff --git a/project/tasks/media/schedule_activities.png b/project/tasks/media/schedule_activities.png deleted file mode 100644 index 7cd245aa3..000000000 Binary files a/project/tasks/media/schedule_activities.png and /dev/null differ diff --git a/project/tasks/media/select_notif.png b/project/tasks/media/select_notif.png deleted file mode 100644 index b6521faf3..000000000 Binary files a/project/tasks/media/select_notif.png and /dev/null differ diff --git a/project/tasks/media/the_chatter.png b/project/tasks/media/the_chatter.png deleted file mode 100644 index ef9191763..000000000 Binary files a/project/tasks/media/the_chatter.png and /dev/null differ diff --git a/studio/concepts/understanding_automated_actions.rst b/studio/concepts/understanding_automated_actions.rst index 69ba3c0ad..f522849b1 100644 --- a/studio/concepts/understanding_automated_actions.rst +++ b/studio/concepts/understanding_automated_actions.rst @@ -48,8 +48,7 @@ For every Trigger option, **conditions** can be applied, such as: - *Update a Record*: updates the record that triggered the action. - *Execute several actions*: defines an action that triggers other server actions. - *Send Email*: an automatic :doc:`email <../../discuss/advanced/email_template>` is sent. -- *Add Followers*: :doc:`followers <../../project/tasks/collaborate>` are notified of changes in - the task. +- *Add Followers*: followers are notified of changes in the task. - *Create Next Activity*: creates an activity such as: *Call*, *Email*, *Reminder*. - *Send SMS Text Message*: sends an :doc:`SMS <../../sms_marketing/pricing/pricing_and_faq>`.