64f4e8d46c
1/ Revamp of email_servers to be a introduction and allow correct redirection
+ redirection to other pages linked to mailing + ToC of email_communication folder
2/ Splitting inbound and outbound message into subfiles:
2.a/ email_servers_inbound: all documentation related to incoming emails
2.b/ email_servers_outbound: documentartion related to outgoing emails
3/ email_domain (as before) about authentication protocols to set on domains.
4/ faq: complete revamp to better match usual issues about mailings.
Also: removed unused images, adding anchors on other docs.
RST co-authored-by: jorv-odoo, jqu-odoo, xpl-odoo
doc writers:
- email_servers_inbound by qco-odoo
- email_servers_outbound by EMBR
- email_servers by abridbus
- email_domain by jqu-odoo
- faq by jorv-odoo
related documentation task-3875591
closes odoo/documentation#10609
X-original-commit: a6a6fcf1e0
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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5.8 KiB
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126 lines
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=============
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Task creation
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=============
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Tasks in Odoo Project can be created manually or automatically, including from emails or website
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forms.
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Manual task creation
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====================
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Open the Project app and choose the desired project. Create a new task by doing one of the
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following:
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- Clicking the :icon:`fa-plus` (:guilabel:`plus`) button in the upper left corner. This creates
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a new task in the first stage of your Kanban view.
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- Pressing the :icon:`fa-plus` (:guilabel:`plus`) button next to the Kanban stage name. This
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creates a new task in this Kanban stage.
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Fill in the :guilabel:`Task Title` and add one or more :guilabel:`Assignees`, then click
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:guilabel:`Add`.
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.. _task_creation/task-configuration:
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Task configuration
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------------------
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Click the task to open it. The task form includes the following fields that you can fill in:
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- :guilabel:`Task Title`: title of the task.
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- :icon:`fa-star-o` (:guilabel:`Star`): click the :icon:`fa-star-o` (:guilabel:`star`) icon to mark
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the task as high priority. The icon will turn yellow. Click it again to remove the high priority.
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- :guilabel:`Project`: the project that this task belongs to.
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- :guilabel:`Assignees`: the person(s) in charge of handling the work on this task.
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- :guilabel:`Tags`: custom labels allowing to categorize and filter your tasks.
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- :guilabel:`Customer`: the person or company that will be billed for this task. This field only
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appears in tasks that belong to billable projects.
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- :guilabel:`Sales Order Item`: this can be either the sales order that was used to create this
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task, or a sales order that was linked to this task manually. This field only appears in tasks
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linked to billable projects.
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- :guilabel:`Allocated Time`: the amount of time that the work on this task is expected to last,
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tracked by timesheets.
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- :guilabel:`Deadline`: the expected end date of the task. Once this field is filled in, you can
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also add a start date to designate the entire time frame of the tasks' duration.
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.. tip::
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- You can also create new tasks by switching to the list or Gantt view and clicking
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:guilabel:`New`.
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- The following fields can also be edited directly from the Kanban view without opening the
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individual task: :icon:`fa-star-o` (**priority**), :guilabel:`Allocated hours`,
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:guilabel:`Assignees`, and **task status**. You can also **color code** or :guilabel:`Set a
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Cover image` to your task by clicking the :icon:`fa-ellipsis-v` (**vertical ellipsis**).
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- You can use the following keyboard shortcuts in the task title to configure new tasks (modify
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the values in the examples below according to your needs):
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- **30h**: to allocate 30 hours to the task.
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- **#tags**: to add tags to the task.
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- **@user**: to assign the task to a user.
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- **!**: to star the task as high priority.
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Along with using the correct format, follow this order: the task's name, followed by the
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allocated time, the tags, the assignee, and then the priority.
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For example, if you want to create a task named "Prepare workshop", allocate 5h hours to it,
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add the "School" tag, assign it to Audrey and set its priority to :guilabel:`High`, enter the
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following task title: Prepare workshop 5h #school @Audrey !
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.. image:: task_creation/task-shortcuts.png
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:alt: Using keyboard shortcuts to create a task in Project.
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.. _task_creation/email_alias:
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Creating tasks from an email alias
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==================================
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This feature allows for project tasks to be automatically created once an email is delivered to a
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designated email address.
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To configure it, open the Project app, then click the :icon:`fa-ellipsis-v` (:guilabel:`vertical
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ellipsis`) icon next to the desired project's name. Select :guilabel:`Settings`, then open the
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:guilabel:`Settings` tab.
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Fill in the :guilabel:`Create tasks by sending an email to` field as follows:
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- **Section of the alias before the @ symbol**: type the name of the email alias, e.g. `contact`,
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`help`, `jobs`.
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- **Domain**: in most cases, this is filled in by default with your :doc:`domain
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<../../../general/email_communication>`.
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- **Accept Emails From**: refine the senders whose emails will create tasks in the project.
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.. image:: task_creation/email-configuration.png
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:alt: View of the email alias chosen on the dashboard view in Odoo Project
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Once configured, the email alias can be seen under the name of your project on the Kanban dashboard.
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When an email is sent to the alias, the email is automatically converted into a project task. The
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following rules apply:
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- The email sender is displayed in the :guilabel:`Customer` field.
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- The email subject is displayed in the :guilabel:`Task Title` field.
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- The email body is displayed in the :guilabel:`Description` field.
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- The whole content of the email is additionally displayed in the **chatter**.
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- All the recipients of the email (To/Cc/Bcc) that are Odoo users are automatically added as
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**followers** of the task.
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Creating tasks from a website form
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==================================
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If you have the Website app installed in your database, you can configure any form on your
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website to trigger the creation of tasks in a project.
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#. Go to the website page where you wish to add the the form and
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:ref:`add the Form building block <websites/website/web_design/building_blocks>`.
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#. In the website editor, edit the following fields:
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- :guilabel:`Action`: select :guilabel:`Create a Task`.
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- :guilabel:`Project`: choose the project that you want the new tasks to be created in.
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#. :ref:`Customize the form <dynamic_content/form>`.
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When the form is submitted, it automatically creates a project task. The task's content is defined
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by the form's corresponding fields.
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.. seealso::
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:doc:`Dynamic website content <../../../websites/website/web_design/building_blocks/dynamic_content>`
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