88 lines
2.5 KiB
ReStructuredText
88 lines
2.5 KiB
ReStructuredText
======================
|
|
Get Started with Tasks
|
|
======================
|
|
|
|
Break down a project by creating, assigning and organizing tasks. Set priorities to help you
|
|
determine where you want to invest your time first, manage files within it and keep everything you
|
|
need to complete your work in one place. Ensure that your strategies are turned into actionable
|
|
plans and, as a result, have a successful project.
|
|
|
|
Create a task
|
|
=============
|
|
|
|
Click on *Create*. Once created, add more details opening it and clicking on *Edit*.
|
|
|
|
.. image:: media/create.png
|
|
:align: center
|
|
:height: 300
|
|
:alt: Click on create under a project to initiate a task in Odoo Project
|
|
|
|
Assignation
|
|
-----------
|
|
|
|
Choose the responsible person for a task under *Assigned to*.
|
|
|
|
.. image:: media/assignation.png
|
|
:align: center
|
|
:alt: Choosing the responsible person for the task in Odoo Project
|
|
|
|
Sort tasks by priority
|
|
======================
|
|
|
|
| Mark the star on your task to set it as a high priority one. That automatically moves the task
|
|
to the top of the column. Tasks that are not starred are classified according to their
|
|
deadlines.
|
|
| Note that tasks with dates passed their deadlines are shown in red; tasks with a deadline for
|
|
the current date are orange.
|
|
|
|
.. image:: media/priority.png
|
|
:align: center
|
|
:alt: Tasks prioritized are shown first in the list in Odoo Project
|
|
|
|
Manage files in tasks
|
|
=====================
|
|
|
|
Add images/documents to your task by clicking on the *Attachment icon*.
|
|
|
|
.. image:: media/manage_files.png
|
|
:align: center
|
|
:alt: Click on the attachment icon to manage files in Odoo Project
|
|
|
|
.. tip::
|
|
Files from emails are automatically saved.
|
|
|
|
Set cover images in tasks
|
|
=========================
|
|
|
|
Use *Set Cover Image* to your task and quickly get to comprehend what the task is about. The image
|
|
is directly shown in the Kanban view.
|
|
|
|
.. image:: media/cover_image.png
|
|
:align: center
|
|
:height: 280
|
|
:alt: Click on the drop down menu and set a cover image in Odoo Project
|
|
|
|
Choose how to visualize tasks
|
|
=============================
|
|
|
|
Tasks can be managed and followed up in the Kanban view, which is a post-it kind of view divided
|
|
into different stages. More options are otherwise available.
|
|
|
|
.. image:: media/visualize_tasks.png
|
|
:align: center
|
|
:alt: Overview of the kanban view in Odoo Project
|
|
|
|
Drag and drop tasks to change their stage and define colors to help you identify them.
|
|
|
|
.. image:: media/colors.png
|
|
:align: center
|
|
:height: 340
|
|
:alt: Choose a color to identify your task in Odoo Project
|
|
|
|
.. seealso::
|
|
- :doc:`../../general/tags/take_tags`
|
|
|
|
|
|
|
|
|