6940f68cb5
This commit is part of a larger work to improve the documentation's structure. The toctree structure used to add levels to create categories and make the structure visually more understandable. With the new version of the documentation, plenty of these categories are now redundant. This commit improves the structure of the "general" section: - it moves the content of the doc "in_app_purchase" to its parent page "multi_companies" - it moves the content of the doc "tags/take_tags" to "odoo_basics/tags" - it moves the content of the doc "manage_multi_companies" to its parent page "multi_companies" task-2535899
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======================
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Get Started with Tasks
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======================
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Break down a project by creating, assigning and organizing tasks. Set priorities to help you
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determine where you want to invest your time first, manage files within it and keep everything you
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need to complete your work in one place. Ensure that your strategies are turned into actionable
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plans and, as a result, have a successful project.
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Create a task
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=============
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Click on *Create*. Once created, add more details opening it and clicking on *Edit*.
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.. image:: media/create.png
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:align: center
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:height: 300
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:alt: Click on create under a project to initiate a task in Odoo Project
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Assignation
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-----------
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Choose the responsible person for a task under *Assigned to*.
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.. image:: media/assignation.png
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:align: center
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:alt: Choosing the responsible person for the task in Odoo Project
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Sort tasks by priority
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======================
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| Mark the star on your task to set it as a high priority one. That automatically moves the task
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to the top of the column. Tasks that are not starred are classified according to their
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deadlines.
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| Note that tasks with dates passed their deadlines are shown in red; tasks with a deadline for
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the current date are orange.
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.. image:: media/priority.png
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:align: center
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:alt: Tasks prioritized are shown first in the list in Odoo Project
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Manage files in tasks
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=====================
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Add images/documents to your task by clicking on the *Attachment icon*.
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.. image:: media/manage_files.png
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:align: center
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:alt: Click on the attachment icon to manage files in Odoo Project
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.. tip::
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Files from emails are automatically saved.
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Set cover images in tasks
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=========================
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Use *Set Cover Image* to your task and quickly get to comprehend what the task is about. The image
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is directly shown in the Kanban view.
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.. image:: media/cover_image.png
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:align: center
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:height: 280
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:alt: Click on the drop down menu and set a cover image in Odoo Project
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Choose how to visualize tasks
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=============================
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Tasks can be managed and followed up in the Kanban view, which is a post-it kind of view divided
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into different stages. More options are otherwise available.
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.. image:: media/visualize_tasks.png
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:align: center
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:alt: Overview of the kanban view in Odoo Project
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Drag and drop tasks to change their stage and define colors to help you identify them.
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.. image:: media/colors.png
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:align: center
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:height: 340
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:alt: Choose a color to identify your task in Odoo Project
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.. seealso::
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- :doc:`/applications/general/tags`
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