==================== 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