diff --git a/project/configuration/media/visualization01.png b/project/configuration/media/visualization01.png index 10b422419..f9489bb4a 100644 Binary files a/project/configuration/media/visualization01.png and b/project/configuration/media/visualization01.png differ diff --git a/project/configuration/media/visualization02.png b/project/configuration/media/visualization02.png index 1401d4119..9d30e4695 100644 Binary files a/project/configuration/media/visualization02.png and b/project/configuration/media/visualization02.png differ diff --git a/project/configuration/media/visualization03.png b/project/configuration/media/visualization03.png index 019017ef1..27ded7a23 100644 Binary files a/project/configuration/media/visualization03.png and b/project/configuration/media/visualization03.png differ diff --git a/project/configuration/media/visualization04.png b/project/configuration/media/visualization04.png index 85f0f0693..3227edbff 100644 Binary files a/project/configuration/media/visualization04.png and b/project/configuration/media/visualization04.png differ diff --git a/project/configuration/media/visualization05.png b/project/configuration/media/visualization05.png index 6bfeccacb..414fd19a8 100644 Binary files a/project/configuration/media/visualization05.png and b/project/configuration/media/visualization05.png differ diff --git a/project/configuration/media/visualization06.png b/project/configuration/media/visualization06.png index cd5069f67..4b3f5270e 100644 Binary files a/project/configuration/media/visualization06.png and b/project/configuration/media/visualization06.png differ diff --git a/project/configuration/media/visualization07.png b/project/configuration/media/visualization07.png deleted file mode 100644 index d71eac655..000000000 Binary files a/project/configuration/media/visualization07.png and /dev/null differ diff --git a/project/configuration/visualization.rst b/project/configuration/visualization.rst index f46d5c780..227f9c527 100644 --- a/project/configuration/visualization.rst +++ b/project/configuration/visualization.rst @@ -1,43 +1,32 @@ -=================================== -How to visualize a project's tasks? -=================================== +=========================== +Visualize a project's tasks +=========================== -How to visualize a project's tasks +In day to day business, your company might struggle due to the important +amount of tasks to fulfill. Those tasks already are complex enough. +Having to remember them all and follow up on them can be a burden. +Luckily, Odoo enables you to efficiently visualize and organize the +different tasks you have to cope with. -Tasks are assignments that members of your organisations have to fulfill -as part of a project. In day to day business, your company might -struggle due to the important amount of tasks to fulfill. Those task are -already complex enough. Having to remember them all and follow up on -them can be a real burden. Luckily, Odoo enables you to efficiently -visualize and organize the different tasks you have to cope with. - -Configuration +Create a task ============= -The only configuration needed is to install the project module in the -module application. +While in the project app, select an existing project or create a new +one. + +In the project, create a new task. .. image:: media/visualization01.png :align: center -Creating Tasks -============== - -Once you created a project, you can easily generate tasks for it. Simply -open the project and click on create a task. +In that task you can then assigned it to the right person, add tags, a +deadline, descriptions… and anything else you might need for that task. .. image:: media/visualization02.png :align: center -You then first give a name to your task, the related project will -automatically be filled in, assign the project to someone, and select a -deadline if there is one. - -.. image:: media/visualization03.png - :align: center - -Get an overview of activities with the kanban view --------------------------------------------------- +View your tasks with the Kanban view +==================================== Once you created several tasks, they can be managed and followed up thanks to the Kanban view. @@ -50,46 +39,49 @@ The Kanban view is the default view when accessing a project, but if you are on another view, you can go back to it any time by clicking the kanban view logo in the upper right corner +.. image:: media/visualization03.png + :align: center + +You can also notify your colleagues about the status of a task right +from the Kanban view by using the little dot, it will notify follower of +the task and indicate if the task is ready. + .. image:: media/visualization04.png :align: center -How to nototify your collegues about the status of a task? ----------------------------------------------------------- +Sort tasks in your Kanban view +============================== + +Tasks are ordered by priority, which you can give by clicking on the +star next to the clock and then by sequence, meaning if you manually +move them using drag & drop, they will be in that order and finally by +their ID linked to their creation date. .. image:: media/visualization05.png :align: center -Sort tasks by priority -~~~~~~~~~~~~~~~~~~~~~~ +Tasks that are past their deadline will appear in red in your Kanban +view. -On each one of your columns, you have the ability to sort your tasks by -priority. Tasks with a higher priority will be automatically moved to -the top of the column. From the Kanban view, click on the star in the -bottom left of a task to tag it as **high priority**. For the tasks that -are not tagged, Odoo will automatically classify them according to their -deadlines. +.. note:: + If you put a low priority task on top, when you go back to your + dashboard the next time, it will have moved back below the high priority + tasks. -Note that dates that passed their deadlines will appear in red (in the -list view too) so you can easily follow up the progression of different -tasks. +Manage deadlines with the Calendar view +======================================= + +You also have the option to switch from a Kanban view to a calendar +view, allowing you to see every deadline for every task that has a +deadline set easily in a single window. + +Tasks are color coded to the employee they are assigned to and you can +filter deadlines by employees by selecting who's deadline you wish to +see. .. image:: media/visualization06.png :align: center -Keep an eye on deadlines with the Calendar view ------------------------------------------------ - -If you add a deadline in your task, they will appear in the calendar -view. As a manager, this view enables you to keep an eye on all deadline -in a single window. - -.. image:: media/visualization07.png - :align: center - -All the tasks are tagged with a color corresponding to the employee -assigned to them. You can easily filter the deadlines by employees by -ticking the related boxes on the right of the calendar view. - .. tip:: - You can easily change the deadline from the Calendar view by - dragging and dropping the task to another case. \ No newline at end of file + You can easily change the deadline from the Calendar view by + dragging and dropping the task to another case.