diff --git a/general.rst b/general.rst index d07136852..6ed8a21ad 100644 --- a/general.rst +++ b/general.rst @@ -11,5 +11,6 @@ General general/unsplash general/base_import general/auth + general/tags general/in_app_purchase general/developer_mode diff --git a/general/tags.rst b/general/tags.rst new file mode 100644 index 000000000..307ee61ad --- /dev/null +++ b/general/tags.rst @@ -0,0 +1,8 @@ +==== +Tags +==== + +.. toctree:: + :titlesonly: + + tags/take_tags \ No newline at end of file diff --git a/general/tags/media/create_tags.png b/general/tags/media/create_tags.png new file mode 100644 index 000000000..e9004c48f Binary files /dev/null and b/general/tags/media/create_tags.png differ diff --git a/general/tags/media/create_tags_fly.png b/general/tags/media/create_tags_fly.png new file mode 100644 index 000000000..cf157cada Binary files /dev/null and b/general/tags/media/create_tags_fly.png differ diff --git a/general/tags/media/delete.png b/general/tags/media/delete.png new file mode 100644 index 000000000..a7e049989 Binary files /dev/null and b/general/tags/media/delete.png differ diff --git a/general/tags/media/mkt_automation.png b/general/tags/media/mkt_automation.png new file mode 100644 index 000000000..d0974099c Binary files /dev/null and b/general/tags/media/mkt_automation.png differ diff --git a/general/tags/media/reporting.png b/general/tags/media/reporting.png new file mode 100644 index 000000000..092616999 Binary files /dev/null and b/general/tags/media/reporting.png differ diff --git a/general/tags/media/tags_colors.png b/general/tags/media/tags_colors.png new file mode 100644 index 000000000..1d49879c6 Binary files /dev/null and b/general/tags/media/tags_colors.png differ diff --git a/general/tags/take_tags.rst b/general/tags/take_tags.rst new file mode 100644 index 000000000..6f26c125c --- /dev/null +++ b/general/tags/take_tags.rst @@ -0,0 +1,66 @@ +====================== +Take Advantage of Tags +====================== + +Tags work like keywords or labels that will help you to categorize your work, as well as make +objectives and goals clearer and available for everyone instantly. They are also a useful source of +filtering, helping you to boost productivity. + + +Where can I use and how do I create tags? +========================================= + +| Tags can be used in numerous applications going from *CRM*, *Project*, *Contacts*, *Marketing + Automation*, etc. +| On *CRM* for instance, under :menuselection:`CRM --> Configuration --> Tags` you can create new or + edit existing ones. + +.. image:: media/create_tags.png + :align: center + :height: 300 + :alt: Click on Create to create Tags in Odoo + +You can also create them on the fly. + +.. image:: media/create_tags_fly.png + :align: center + :alt: Type the name of the tag on the field and create and edit a tag in Odoo + +Choose specific colors for each tag to help identify them, or *Hide in Kanban*, simply by +clicking on the tag once it is created. + +.. image:: media/tags_colors.png + :align: center + :height: 260 + :alt: Click on the tag and choose a color in Odoo + +Remove tags from a task or from the database +============================================ + +Click on the *x* to delete a tag from a specific task or contact. To delete it from your +database, go to :menuselection:`CRM --> Configuration --> Tags --> Action --> Delete`. + +.. image:: media/delete.png + :align: center + :alt: Select a tag and click on action then delete to delete it from the database in Odoo + +Use tags as a parameter +======================= + +On the *Marketing Automation* application, for example, you can re-use tags as a parameter to +specify a niche of records for your campaign. + +.. image:: media/mkt_automation.png + :align: center + :height: 430 + :alt: Apply tags as filters in Odoo Marketing Automation application + +Use tags for reporting +====================== + +To get the information you need in an organized format and for a specific purpose, you can also +add tags. + +.. image:: media/reporting.png + :align: center + :alt: Apply tags to create reports in Odoo