a1eaf3af64
taskid-3501306 closes odoo/documentation#7202 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
94 lines
3.2 KiB
ReStructuredText
94 lines
3.2 KiB
ReStructuredText
=====
|
||
To-do
|
||
=====
|
||
|
||
To-do assists you in organizing and managing personal tasks.
|
||
|
||
Creating to-dos
|
||
===============
|
||
|
||
To create a to-do, click :guilabel:`New` or the plus button (:guilabel:`➕`) next to a stage name.
|
||
Add a title to your to-do, then click :guilabel:`Add` to save it or :guilabel:`Edit` to access more
|
||
options.
|
||
|
||
If you choose to :guilabel:`Edit` a to-do, you have the option to add :guilabel:`Tags`,
|
||
:guilabel:`Assignees`, or more information using the Odoo Editor.
|
||
|
||
.. note::
|
||
- Adding :guilabel:`Assignees` shares the to-do with the users selected.
|
||
- Type `/` in the editor box to structure and format your content. You can also add media, links,
|
||
and widgets.
|
||
|
||
.. tip::
|
||
You can create a new to-do on the fly from anywhere in Odoo by opening the **command palette
|
||
tool** with the keyboard shortcut ´ctrl+k´ and clicking :guilabel:`Add a To-Do`, or by clicking
|
||
the clock button and then :guilabel:`Add a To-Do`.
|
||
|
||
.. image:: to_do/add-on-the-fly.png
|
||
:alt: Adding a to-do on the fly
|
||
|
||
Converting to-dos into project tasks
|
||
------------------------------------
|
||
|
||
If you use the :doc:`Project app <../services/project>`, you can convert to-dos into project tasks.
|
||
To do so, open a to-do and click the gear button (:guilabel:`⚙`), then :guilabel:`Convert to Task`.
|
||
|
||
Next, select the :guilabel:`Project`, :guilabel:`Assignees`, and :guilabel:`Tags`, then click
|
||
:guilabel:`Convert to Task`. The to-do is now a project task and appears in the selected project.
|
||
|
||
.. image:: to_do/convert-task-button.png
|
||
:alt: Converting a to-do into a task
|
||
|
||
Managing the to-do pipeline
|
||
===========================
|
||
|
||
Your assigned **to-dos** are displayed on the app dashboard. You can drag and drop a to-do to move
|
||
it from one stage to another.
|
||
|
||
.. image:: to_do/to-do-pipeline.png
|
||
:alt: Example of a to-do pipeline
|
||
|
||
.. tip::
|
||
- Click the :guilabel:`+ Personal Stage` button on the left of the pipeline to create a new
|
||
stage.
|
||
- Click the gear button (:guilabel:`⚙`) next to a stage to :guilabel:`Fold`, :guilabel:`Edit`,
|
||
or :guilabel:`Delete` it.
|
||
|
||
.. image:: to_do/stage-options.png
|
||
:alt: Stage settings button
|
||
|
||
Scheduling activities
|
||
---------------------
|
||
|
||
To schedule an activity on a to-do, click the clock button on the app dashboard, then the
|
||
:guilabel:`+ Schedule an activity` button.
|
||
|
||
.. image:: to_do/schedule-activity.png
|
||
:alt: Scheduling an activity from the To-do dashboard
|
||
|
||
To create the activity:
|
||
|
||
- Select an :guilabel:`Activity Type`.
|
||
- Select a :guilabel:`Due date`.
|
||
- Choose who the activity should be :guilabel:`Assigned to`.
|
||
- Add a brief :guilabel:`Summary` if needed. You can add a more elaborate description in the
|
||
:guilabel:`Log a note` box.
|
||
|
||
Click :guilabel:`Schedule` to complete the action.
|
||
|
||
.. note::
|
||
The :guilabel:`To Do` activity is *not* a to-do task. Selecting it does not create a to-do task.
|
||
|
||
Viewing to-dos in the Project app
|
||
---------------------------------
|
||
|
||
If you use the :doc:`Project app <../services/project>`, your to-dos also appear as private tasks
|
||
under the :guilabel:`My Tasks` view.
|
||
|
||
.. image:: to_do/my-task-pipeline.png
|
||
:alt: Example of a "My Tasks" pipeline in the Project app
|
||
|
||
.. note::
|
||
A padlock icon is visible on your private tasks to quickly identify them among your project
|
||
tasks.
|