93 lines
3.3 KiB
ReStructuredText
93 lines
3.3 KiB
ReStructuredText
====================
|
|
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 |