documentation/project/tasks/email_alias.rst
Baptiste Vergote 3a6366b18f [WIP][IMP] mailing: recurring support questions
This is a long term project, following the recurring question we currently face at the support func & tech

Done in the commit:
1/ Modify the references to discuss/advanced/ to match a newly created folder
specific for email communication (more generic and not specifically linked to the discuss app)
called `email_communication`.

2/ Creation of the new folder under 'Practical Information' in the documentation/user (bottom of the page)
that will handle of the mechanism around emails, including (none exhaustive list)

1/ Modify the references to discuss/advanced/ to match a newly created folder
specific for email communication (more generic and not specifically linked to the discuss app).

2/ Creation of the new folder under 'Practical Information' in the documentation/user (bottom of the page)
that will handle of the mechanism around emails, including (none exhaustive list):

email_communication/get_started.rst > A small introduction of the content of this section Email communication

email_communication/get_helped.rst > A file that is providing reason why the emails might not be properly sent
  + contact the support and what to tell them. In order to have the quickest and best answer.

email_communication/advanced/mail_servers.rst > An explanation on how to use an outgoing mail server in Odoo.
  + how to configure SPF DKIM DMARC for Odoo.
    (Not modified yet, only mv from `discuss` folder)

email_communication/advanced/email_template.rst > Contain informations about email templates
    (Not modified yet, only mv from `discuss` folder)

More to come, in collaboration with GOR, EDV, JQU, ALA

task-1925363
2021-04-27 13:19:37 +02:00

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==========================================
Create Project's Tasks from an Email Alias
==========================================
When you already have an email address that customers know from the top of their heads, changing
it is the last thing you want to do. Instead, link that address to your project and transform
those conversations into structured work. It automatically creates a task in the first stage
of a project.
Set up an incoming email server
===============================
| On the *Settings* application, enable *External Email Servers* and define the incoming email
alias you would like to use.
| **For more information**: :doc:`../../email_communication/advanced/email_servers`
Configure the email alias in your project
-----------------------------------------
| Now that you have the incoming email server set up, go to
:menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define
the wanted email alias and choose the policy to receive a message.
| In addition, you can now directly set it when creating a new project.
.. image:: media/email_project.png
:align: center
:alt: In the settings of your project, define the emails alias under the tab email in Odoo Project
.. important::
All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task.
The email can be seen under the name of your project on the dashboard.
.. image:: media/email_dashboard_project.png
:align: center
:height: 300
:alt: View of the email alias chosen on the dashboard view in Odoo Project