c71d623ef4
- monitoring.rst + mentions.rst = get_started.rst; - mail_twitter.rst = deleted (functionality does not exist since V12) - tracking.rst = project/tasks/collaborate.rst
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3.7 KiB
ReStructuredText
100 lines
3.7 KiB
ReStructuredText
========================
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Get Started with Discuss
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========================
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Discuss allows you to bring all of your company’s communication together through messages, notes,
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and chat. Share information, projects, files, prioritize tasks, and stay connected with colleagues
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and partners throughout applications. Forge better relationships, increase productivity and
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transparency by promoting a convenient way of communicating.
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Choose your notifications preference
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====================================
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Access your *Preferences* and choose how you would like your
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:doc:`Chatter <../../project/tasks/collaborate>` notifications to be handled.
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.. image:: media/change_preferences.png
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:align: center
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:alt: View of the preferences page for Odoo Discuss
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| By default, the field is set as *Handle by Emails* making messages, notes, and notifications where
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you were mentioned or that you follow, to be sent through email. By choosing *Handle in Odoo*,
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they are shown in the *Inbox*.
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| Messages can then be *Marked as Todo*, *Replied*, or *Marked as Read*.
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.. image:: media/inbox_actions.png
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:align: center
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:alt: View of an inbox message and its action options in Odoo Discuss
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The messages tagged as *Mark as Todo* are also shown in *Starred*, while the ones *Marked as Read*
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are moved to *History*.
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.. image:: media/starred_messages.png
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:align: center
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:alt: View of messages marked as todo in Odoo Discuss
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Start Chatting
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==============
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The first time you log in to your account, OdooBot sends you a message asking for permission to
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receive desktop notifications to chats. If accepted, you receive push notifications to the messages
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sent to you despite of where you are in Odoo.
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.. image:: media/odoobot_push.png
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:align: center
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:alt: View of the messages under the messaging menu emphasizing the request for push
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notifications for Odoo Discuss
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.. tip::
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To stop receiving desktop notifications, reset the notifications settings of your browser.
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To start a chat, click on *New Message* on the *Messaging Menu*, or go to *Discuss* and send a
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*Direct Message*.
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.. image:: media/channels_direct_messages.png
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:align: center
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:height: 400
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:alt: View of discuss’s panel emphasizing the titles channels and direct messages in Odoo Discuss
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You can also create :doc:`public and private channels <team_communication>`.
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Mentions in the chat and on the Chatter
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---------------------------------------
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| To mention a user within a chat or the :doc:`chatter <../../project/tasks/collaborate>` type
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*@user-name*; to refer to a channel, type *#channel-name*.
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| A notification is sent to the user mentioned either to his *Inbox* or through email, depending
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on his settings.
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.. image:: media/chat_windows.png
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:align: center
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:alt: View of a couple of chat window messages for Odoo Discuss
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.. tip::
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When a user is mentioned, the search list (list of names) suggests values first based on the
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task’s :doc:`followers <../../project/tasks/collaborate>`, and secondly on *Employees*. If the
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record being searched does not match with either a follower or employee, the scope of the search
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becomes all partners.
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Chat status
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-----------
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It is helpful to see what colleagues are up to and how quickly they can respond to messages by
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checking their *Status*. The status is shown on the left side of a contact’s names on Discuss’
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sidebar and on the *Messaging menu*.
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- Green = online
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- Orange = away
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- White = offline
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- Airplane = out of the office
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.. image:: media/status.png
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:align: center
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:height: 300
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:alt: View of the contacts’ status for Odoo Discuss
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.. seealso::
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- :doc:`../../project/tasks/collaborate`
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- :doc:`team_communication`
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- :doc:`../advanced/email_servers`
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