138 lines
5.0 KiB
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138 lines
5.0 KiB
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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` |