e3fee2cf46
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
- The theme, config, Makefile, and similar technical resources had to
be duplicated. This resulted in inconsistent layout, features, and
build environments from one documentation to another.
- Some pages did not fit either documentation as they were relevant
for both users and developers. Some were relevant to neither of the
two (e.g., DB management).
- Cross-doc references had to be absolute links and they broke often.
- Merging large image files in the developer documentation would bloat
the odoo/odoo repository. Some contributions had to be lightened to
avoid merging too many images (e.g., Odoo development tutorials).
- Long-time contributors to the user documentation were chilly about
going through the merging process of the developer documentation
because of the runbot, mergebot, `odoo-dev` repository, etc.
- Some contributors would look for the developer documentation in the
`odoo/documentation-user` repository.
- Community issues about the user documentation were submitted on the
`odoo/odoo` repository and vice-versa.
Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.
As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.
The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.
task-2351938
task-2352371
task-2205684
task-2352544
Closes #945
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=============================================
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How to plan and track employees' assignments?
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=============================================
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Following and planning your employees' assignments can be a heavy
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challenge especially when you manage several people. Luckily, using Odoo
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Project, you can handle it in only a couple of clicks.
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Configuration
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=============
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The only necessary configuration is to install the **Project Management**
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module. To do so, go in the application module, search for project and
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install the application.
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.. image:: media/assignments01.png
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:align: center
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If you wish to manage time estimation, you will need to enable
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timesheets on tasks. From the **Project** application, go to
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:menuselection:`Configuration --> Settings` in the dropdown menu.
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Then, under **Time Work Estimation**, select the **manage time
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estimation on tasks** option. Do not forget to apply your changes.
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.. image:: media/assignments02.png
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:align: center
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This feature will create a progress bar in the form view of your tasks.
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Every time your salesperson will add working time in his timesheet, the
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bar will be updated accordingly, based on the initially planned hours.
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.. image:: media/assignments03.png
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:align: center
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Manage tasks with views
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=======================
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You can have an overview of your different task thanks to the multiple
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views available with Odoo. Three main views will help you to plan and
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follow up on your employees' tasks: the kanban view, the list view
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(using timesheets) and the calendar view.
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Create and edit tasks in order to fill up your pipeline. Don't forget to
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fill in a responsible person and an estimated time if you have one.
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Get an overview of activities with the kanban view
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--------------------------------------------------
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The Kanban view is a post-it like view, divided in different stages. It
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enables you to have a clear view on the stages your tasks are in and the
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ones having the higher priorities.
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The Kanban view is the default view when accessing a project, but if you
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are on another view, you can go back to it any time by clicking the
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kanban view logo in the upper right corner
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.. image:: media/assignments04.png
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:align: center
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Add/rearrange stages
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~~~~~~~~~~~~~~~~~~~~
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You can easily personalize your project to suit your business needs by
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creating new columns. From the Kanban view of your project, you can add
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stages by clicking on **Add new column** (see image below). If you
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want to rearrange the order of your stages, you can easily do so by
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dragging and dropping the column you want to move to the desired
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location. You can also fold or unfold your stages by using the **setting**
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icon on your desired stage.
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.. image:: media/assignments10.png
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:align: center
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.. tip::
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Create one column per stage in your working process. For example,
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in a development project, stages might be: Specifications,
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Development, Test, Done.
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Sort tasks by priority
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~~~~~~~~~~~~~~~~~~~~~~
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On each one of your columns, you have the ability to sort your tasks by
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priority. Tasks with a higher priority will automatically be moved to
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the top of the column. From the Kanban view, click on the star in the
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bottom left of a task to tag it as **high priority**. For the tasks that
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are not tagged, Odoo will automatically classify them according to their
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deadlines.
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Note that dates that passed their deadlines will appear in red( in the
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list view too) so you can easily follow up the progression of different
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tasks.
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.. image:: media/assignments06.png
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:align: center
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.. tip::
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Don't forget you can filter your tasks with the filter menu.
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Track the progress of each task with the list view
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--------------------------------------------------
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If you enabled the **Manage Time Estimation on Tasks**, your employees
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will be able to log their activities on tasks under the **Timesheets**
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sub-menu along with their duration. The **Working Time Progress** bar will
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be updated each time the employee will add an activity.
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.. image:: media/assignments07.png
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:align: center
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As a manager, you can easily overview the time spent on tasks for all
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employees by using the list view. To do so, access the project of your
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choice and click on the List view icon (see below). The last column will
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show you the progression of each task.
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.. image:: media/assignments08.png
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:align: center
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Keep an eye on deadlines with the Calendar view
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-----------------------------------------------
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If you add a deadline in your task, they will appear in the calendar
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view. As a manager, this view enables you to keep an eye on all
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deadlines in a single window.
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.. image:: media/assignments09.png
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:align: center
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All the tasks are tagged with a color corresponding to the employee
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assigned to them. You can easily filter the deadlines by employees by
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ticking the related boxes on the right of the calendar view.
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.. tip::
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You can easily change the deadline from the Calendar view by
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dragging and dropping the task to another case.
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.. seealso::
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* :doc:`../configuration/setup`
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* :doc:`forecast` |