diff --git a/content/applications/marketing/events.rst b/content/applications/marketing/events.rst index 4b23dabd0..4b2661479 100644 --- a/content/applications/marketing/events.rst +++ b/content/applications/marketing/events.rst @@ -33,6 +33,16 @@ be used to improve decision-making and event-planning. Expedite the event-creation process with event templates. + .. card:: Talks, proposals, and agenda + :target: events/track_manage_talks + + View talks, agendas, and propose a talk. + + .. card:: Event Tracks + :target: events/event_tracks + + Learn how to create, track, and manage event tracks with Odoo. + Events dashboard ================ @@ -203,3 +213,4 @@ event-creation process. events/track_manage_talks events/event_templates events/event_booths + events/event_tracks diff --git a/content/applications/marketing/events/event_tracks.rst b/content/applications/marketing/events/event_tracks.rst new file mode 100644 index 000000000..58ed2ca60 --- /dev/null +++ b/content/applications/marketing/events/event_tracks.rst @@ -0,0 +1,310 @@ +============ +Event tracks +============ + +Odoo *Events* provides the ability to create, schedule, and manage talks, lectures, demonstrations, +presentations, etc., which known as *Tracks* in Odoo. + +The Odoo *Events* application also has an option to allow event attendees to propose talks (tracks) +for an event, which can then be approved (or disapproved). + +Configuration +============= + +First, there are some settings that need to be enabled, in order to get the most out of event +tracks. + +To do that, navigate to :menuselection:`Events app --> Configuration --> Settings`, and tick the +checkbox beside the :guilabel:`Schedule & Tracks` setting. Doing so provides the ability to manage +and publish an event schedule with various tracks. + +Also, when that setting checkbox is ticked, two additional setting options appear beneath it: +:guilabel:`Live Broadcast` and :guilabel:`Event Gamification`. + +.. image:: event_tracks/track-settings.png + :align: center + :alt: The Schedule and Tracks setting in the Odoo Events app, along with corresponding options. + +The :guilabel:`Live Broadcast` option provides the ability to air tracks online through a *YouTube* +integration. + +The :guilabel:`Event Gamification` options provides the ability to share a quiz with track attendees +once the track is over, in order to test how much they learned. + +.. note:: + With the :guilabel:`Event Gamification` setting enabled, an :guilabel:`Add Quiz` button appears + on track forms, providing the ability to :ref:`quickly create a quiz ` + specific to the topic related to that particular track. + +Once all desired settings have been enabled, be sure to click the :guilabel:`Save` button in the +upper-left corner of the :guilabel:`Settings` page. + +Event Tracks page +================= + +To access, modify, and/or create tracks for an event, first navigate to a preconfigured event, or +:doc:`create a new one ` from the *Events* application. + +To do that, navigate to :menuselection:`Events app`, and either select a pre-existing event from the +:guilabel:`Events` dashboard, or create a new one by clicking :guilabel:`New`. + +Once on the desired event form, click into the :guilabel:`Tracks` smart button at the top of the +form. + +.. tip:: + If the :guilabel:`Tracks` smart button is not readily available, click the :guilabel:`More` + :icon:`fa-sort-desc` drop-down menu to reveal hidden smart buttons. Then, click + :guilabel:`Tracks` from the resulting drop-down menu. + +Clicking the :guilabel:`Tracks` smart button reveals the :guilabel:`Event Tracks` page for that +particular event, which presents all the tracks (both scheduled and proposed) for the event, if +there are any. + +.. image:: event_tracks/event-tracks-page.png + :align: center + :alt: Typical event tracks page for an event in the Odoo Events application. + +The tracks are presented in a default :icon:`oi-view-kanban` :guilabel:`(Kanban)` view, but there is +also the option to view these tracks in a :icon:`oi-view-list` :guilabel:`(List)`, +:icon:`oi-view-cohort` :guilabel:`(Gantt)` chart, :icon:`fa-calendar-check-o` +:guilabel:`(Calendar)`, :icon:`fa-area-chart` :guilabel:`(Graph)`, or :icon:`fa-clock-o` +:guilabel:`(Activity)` view. All of which are accessible in the upper-right corner of the +:guilabel:`Tracks` page. + +In the default :icon:`oi-view-kanban` :guilabel:`(Kanban)` view, the tracks are categorized into +different stages. The default stages are: :guilabel:`Proposal`, :guilabel:`Confirmed`, +:guilabel:`Announced`, :guilabel:`Published`, :guilabel:`Refused` (collapsed stage), and +:guilabel:`Cancelled` (collapsed stage). All of which can be edited, if needed. + +.. tip:: + To edit a stage, hover over the stage name, click the :icon:`fa-cog` :guilabel:`(Settings)` icon, + and select :guilabel:`Edit` from the resulting drop-down menu. + +Clicking into a track from the :guilabel:`Event Tracks` page reveals the track form for that +particular track. + +Create event track +------------------ + +From the :guilabel:`Event Tracks` page, click :guilabel:`New` in the upper-left corner to reveal a +blank event track form to create an event track. + +.. image:: event_tracks/event-track-form.png + :align: center + :alt: Typical event track form in the Odoo Events application. + +Start by giving this track a :guilabel:`Title`. This field is **required** by Odoo. + +Then, if desired, add an accompanying image to the track via the :icon:`fa-pencil` +:guilabel:`(pencil)` icon that appears when the cursor hovers over the :icon:`fa-camera` +:guilabel:`(camera)` icon in the upper-right corner of the form. When clicked, proceed to upload the +desired image for the track. This image appears on the front-end of the event website, on this +specific tracks webpage. + +Next, enter a :guilabel:`Track Date` and time for the track, and designate a :guilabel:`Location` +where the talk is planning to be held. + +.. tip:: + To access a complete list of locations for event tracks, which can be modified (and added to) at + any time, navigate to :menuselection:`Events app --> Configuration --> Track Locations`. + +Then, add a :guilabel:`Duration` to the track (in minutes). + +If the *Live Broadcast* setting has been enabled in the *Events* app settings, the option to add a +corresponding link in the :guilabel:`YouTube Video Link` field is available. + +If the :guilabel:`Always Wishlisted` checkbox is ticked, the talk is automatically set as a favorite +for each registered event attendee. + +Assign someone to be in charge of managing this track in the :guilabel:`Responsible` field. By +default, the person who initially created the track is assigned. + +Then, ensure the track is applied to the correct event in the :guilabel:`Event` field. By default, +this field is auto-populated with the event related to the *Event Tracks* page the track was +originally created from. + +Next, choose to add existing tags, or create new ones, to further organize the track. These tags, +and their corresponding tag categories are utilized on the event specific website - mainly on the +*Talks* web page on the event website, via the drop-down filter menus. + +Beneath that general information section, there are three tabs: :ref:`Speaker +`, :ref:`Description `, and +:ref:`Interactivity `. + +.. _events/track-speaker-tab: + +Speaker tab +~~~~~~~~~~~ + +The :guilabel:`Speaker` tab on an event track form is filled with various fields related to the +specific speaker who is planning to conduct/host the track. + +.. image:: event_tracks/speaker-tab.png + :align: center + :alt: The Speaker tab on an event track form in the Odoo Events application. + +Contact Details section +*********************** + +In the :guilabel:`Contact Details` section, proceed to use the :guilabel:`Contact` drop-down field +to select an existing contact from the database as the main point of contact for the talk. + +If this contact is not yet in the database, type in the name of the contact, and click +:guilabel:`Create` to create and edit the contact form later, or click :guilabel:`Create and +edit...` to be taken to that new contact's contact form, where the rest of their pertinent +information can be entered. + +The :guilabel:`Contact Email` and :guilabel:`Contact Phone` fields are greyed-out and populated with +the information found on that chosen contact's contact form. These fields are not modifiable once +the :guilabel:`Contact` field is selected. + +Speaker Bio section +******************* + +In the :guilabel:`Speaker Bio` section, proceed to enter information related to the specific speaker +scheduled to conduct/host the track. This section may auto-populate based on the :guilabel:`Contact` +selected in the :guilabel:`Contact Details` section. If not, enter information in the necessary +fields. + +.. note:: + This information appears on the front-end of the event website, on the specific track webpage, + providing more information about the speaker to the track attendees. + +Start by entering a :guilabel:`Name`, :guilabel:`Email`, and :guilabel:`Phone` number for the +speaker. + +Next, if desired, add an image to appear alongside the speaker biogrpahy on the event website, via +the :icon:`fa-pencil` :guilabel:`(pencil)` icon that appears when the cursor hovers over the +:icon:`fa-camera` :guilabel:`(camera)` icon. When clicked, proceed to upload the desired image for +the speaker. + +Then, enter a :guilabel:`Job Position` for the designated speaker, followed by the +:guilabel:`Company Name` associated with the speaker. + +In the :guilabel:`Biography` field, proceed to enter in a custom biography with any speaker-related +information. + +.. _events/track-description-tab: + +Description tab +~~~~~~~~~~~~~~~ + +The :guilabel:`Description` tab of an event track form is a blank text field, in which a description +of the track can be entered. The information entered here appears on the specific track page on the +event website. + +.. _events/track-interactivity-tab: + +Interactivity tab +~~~~~~~~~~~~~~~~~ + +The :guilabel:`Interactivity` tab on an event track form features a single option at first: +:guilabel:`Magic Button`. + +.. image:: event_tracks/interactivity-tab.png + :align: center + :alt: The Interactivity tab on an event track form in the Odoo Events application. + +When the checkbox beside :guilabel:`Magic Button` is ticked, Odoo displays a *call to action* button +to attendees on the track sidebar, while the track is taking place. + +With that checkbox ticked, three more options appear, all of which are related to the +:guilabel:`Magic Button`: + +- :guilabel:`Button Title`: enter a title to appear on the button for attendees. +- :guilabel:`Button Target URL`: enter a URL that leads attendees, who click the button, to a + specific page. +- :guilabel:`Show Button`: enter a number in the field, and the button will appear that number of + :guilabel:`minutes after Track start`. + +.. note:: + The magic button **only** appears if there is more than one published track. + +.. _events/track-add-quiz: + +Add Quiz button +~~~~~~~~~~~~~~~ + +The :guilabel:`Add Quiz` button **only** appears on event track forms if the *Event Gamification* +setting is enabled in the Odoo *Events* settings. + +To add a quiz to the event track, click the :guilabel:`Add Quiz` button. Doing so reveals a separate +page where an event track quiz can be created and configured. + +.. image:: event_tracks/add-quiz.png + :align: center + :alt: The Add Quiz page in the Odoo Events application for an event track. + +Start by entering a title for the quiz in the blank field at the top of the page. Then, if +participants should be allowed to try the quiz multiple times, tick the checkbox beside +:guilabel:`Allow multiple tries`. + +The :guilabel:`Event` and :guilabel:`Event Track` fields are non-modifiable, and show the +corresponding event and track this quiz is associated with. + +To add questions to the quiz, click :guilabel:`Add a line` beneath the :guilabel:`Question` column. +Doing so reveals a :guilabel:`Create Questions` pop-up window. + +.. image:: event_tracks/create-questions.png + :align: center + :alt: The Create Questions pop-up window on an event-specific track quiz in the Odoo Events app. + +.. note:: + **All** track quiz questions are multiple choice. + +From the pop-up window, enter the question in the blank field at the top. Then, click :guilabel:`Add +a line` to add answer options. Upon clicking :guilabel:`Add a line`, a new line appears, in which an +answer option can be entered. + +Once an answer option has been entered, proceed to designate whether it is the :guilabel:`Correct` +response, by ticking the checkbox in the :guilabel:`Correct` column. + +Then, there is the option to add a point value in the :guilabel:`Points` column. + +And, if there are any additional comments that should accompany an answer option, type them into the +:guilabel:`Extra Comment` field. + +.. note:: + The :guilabel:`Correct`, :guilabel:`Points`, and :guilabel:`Extra Comment` fields are all + optional. + +Repeat this process for all the answer options. + +To remove an answer option, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon on the +far-right. + +Once all desired answer options (and their configurations) are complete, click :guilabel:`Save & +Close` to save the question, close the pop-up window, and return to the track quiz form. Or, click +:guilabel:`Save & New` to save this question, and instantly start creating another question on a new +:guilabel:`Create Questions` pop-up form. + +To remove any question from the quiz, click the :icon:`fa-trash-o` :guilabel:`(trash can)` icon on +the far-right of the question line. + +Publish event track +=================== + +Once all the desired configurations are complete on an event track form, click the desired stage it +should be in from the status bar in the upper-right corner (e.g. :guilabel:`Confirmed`, +:guilabel:`Announced`, etc.). + +.. note:: + The stage of a track can also be changed from the :guilabel:`Event Tracks` page, where the + desired track card can be dragged-and-dropped into the appropriate Kanban stage. + +If an event track has *not* been published yet, and it is moved to the :guilabel:`Published` stage, +Odoo automatically publishes the track on the event website. + +An event track can *also* be published by opening the desired event track form, and clicking the +:guilabel:`Go to Website` smart button. Then, in order for the track page to be viewable (and +accessible) for event attendees, toggle the :icon:`fa-toggle-off` :guilabel:`Unpublished` switch at +the top of the page to :icon:`fa-toggle-on` :guilabel:`Published`; thus turning it from red to +green, and making it accessible for attendees. + +.. image:: event_tracks/published-toggle.png + :align: center + :alt: The track-related event submenu options on an event website built with Odoo Events. + +.. seealso:: + - :doc:`create_events` + - :doc:`track_manage_talks` diff --git a/content/applications/marketing/events/event_tracks/add-quiz.png b/content/applications/marketing/events/event_tracks/add-quiz.png new file mode 100644 index 000000000..ed66b4b9c Binary files /dev/null and b/content/applications/marketing/events/event_tracks/add-quiz.png differ diff --git a/content/applications/marketing/events/event_tracks/create-questions.png b/content/applications/marketing/events/event_tracks/create-questions.png new file mode 100644 index 000000000..b8bff006c Binary files /dev/null and b/content/applications/marketing/events/event_tracks/create-questions.png differ diff --git a/content/applications/marketing/events/event_tracks/event-track-form.png b/content/applications/marketing/events/event_tracks/event-track-form.png new file mode 100644 index 000000000..9853679a3 Binary files /dev/null and b/content/applications/marketing/events/event_tracks/event-track-form.png differ diff --git a/content/applications/marketing/events/event_tracks/event-tracks-page.png b/content/applications/marketing/events/event_tracks/event-tracks-page.png new file mode 100644 index 000000000..f910ba94c Binary files /dev/null and b/content/applications/marketing/events/event_tracks/event-tracks-page.png differ diff --git a/content/applications/marketing/events/event_tracks/interactivity-tab.png b/content/applications/marketing/events/event_tracks/interactivity-tab.png new file mode 100644 index 000000000..da8d5010f Binary files /dev/null and b/content/applications/marketing/events/event_tracks/interactivity-tab.png differ diff --git a/content/applications/marketing/events/event_tracks/published-toggle.png b/content/applications/marketing/events/event_tracks/published-toggle.png new file mode 100644 index 000000000..4e637cfa6 Binary files /dev/null and b/content/applications/marketing/events/event_tracks/published-toggle.png differ diff --git a/content/applications/marketing/events/event_tracks/speaker-tab.png b/content/applications/marketing/events/event_tracks/speaker-tab.png new file mode 100644 index 000000000..ce2b970a3 Binary files /dev/null and b/content/applications/marketing/events/event_tracks/speaker-tab.png differ diff --git a/content/applications/marketing/events/event_tracks/track-settings.png b/content/applications/marketing/events/event_tracks/track-settings.png new file mode 100644 index 000000000..07bfa2e00 Binary files /dev/null and b/content/applications/marketing/events/event_tracks/track-settings.png differ