[ADD] general: doc about tags (#574)
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general/unsplash
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general/unsplash
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general/base_import
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general/base_import
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general/auth
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general/auth
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general/tags
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general/in_app_purchase
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general/in_app_purchase
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general/developer_mode
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general/developer_mode
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general/tags.rst
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====
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Tags
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====
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.. toctree::
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:titlesonly:
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tags/take_tags
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======================
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Take Advantage of Tags
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======================
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Tags work like keywords or labels that will help you to categorize your work, as well as make
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objectives and goals clearer and available for everyone instantly. They are also a useful source of
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filtering, helping you to boost productivity.
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Where can I use and how do I create tags?
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=========================================
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| Tags can be used in numerous applications going from *CRM*, *Project*, *Contacts*, *Marketing
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Automation*, etc.
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| On *CRM* for instance, under :menuselection:`CRM --> Configuration --> Tags` you can create new or
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edit existing ones.
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.. image:: media/create_tags.png
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:align: center
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:height: 300
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:alt: Click on Create to create Tags in Odoo
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You can also create them on the fly.
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.. image:: media/create_tags_fly.png
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:align: center
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:alt: Type the name of the tag on the field and create and edit a tag in Odoo
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Choose specific colors for each tag to help identify them, or *Hide in Kanban*, simply by
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clicking on the tag once it is created.
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.. image:: media/tags_colors.png
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:align: center
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:height: 260
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:alt: Click on the tag and choose a color in Odoo
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Remove tags from a task or from the database
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============================================
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Click on the *x* to delete a tag from a specific task or contact. To delete it from your
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database, go to :menuselection:`CRM --> Configuration --> Tags --> Action --> Delete`.
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.. image:: media/delete.png
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:align: center
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:alt: Select a tag and click on action then delete to delete it from the database in Odoo
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Use tags as a parameter
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=======================
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On the *Marketing Automation* application, for example, you can re-use tags as a parameter to
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specify a niche of records for your campaign.
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.. image:: media/mkt_automation.png
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:align: center
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:height: 430
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:alt: Apply tags as filters in Odoo Marketing Automation application
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Use tags for reporting
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======================
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To get the information you need in an organized format and for a specific purpose, you can also
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add tags.
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.. image:: media/reporting.png
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:align: center
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:alt: Apply tags to create reports in Odoo
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