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