[ADD] events: added an event tracks doc

closes odoo/documentation#10507

X-original-commit: 88c22f5cbc
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Kevin Scannell (ksc) <ksc@odoo.com>

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

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 <events/track-add-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 <create_events>` 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
+<events/track-speaker-tab>`, :ref:`Description <events/track-description-tab>`, and
+:ref:`Interactivity <events/track-interactivity-tab>`.
+
+.. _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`