documentation/project/tasks/email_alias.rst
KBR e1eea953a4
[REM] project: collaborate.rst (#779)
These pages documented very straightforward screens and flows that a
user can easily figure out without the help of dedicated documentation.
Besides, those screens are frequently reworked, thus requiring to
maintain the related pages very closely.

This commit removes such low values pages to reduce the technical debt
and allow focusing on actually useful documentation pages.
2020-10-30 09:20:27 +01:00

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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:`../../discuss/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