1- ===================================
2- How to visualize a project's tasks?
3- ===================================
1+ ===========================
2+ Visualize a project's tasks
3+ ===========================
44
5- How to visualize a project's tasks
5+ In day to day business, your company might struggle due to the important
6+ amount of tasks to fulfill. Those tasks already are complex enough.
7+ Having to remember them all and follow up on them can be a burden.
8+ Luckily, Odoo enables you to efficiently visualize and organize the
9+ different tasks you have to cope with.
610
7- Tasks are assignments that members of your organisations have to fulfill
8- as part of a project. In day to day business, your company might
9- struggle due to the important amount of tasks to fulfill. Those task are
10- already complex enough. Having to remember them all and follow up on
11- them can be a real burden. Luckily, Odoo enables you to efficiently
12- visualize and organize the different tasks you have to cope with.
13-
14- Configuration
11+ Create a task
1512=============
1613
17- The only configuration needed is to install the project module in the
18- module application.
14+ While in the project app, select an existing project or create a new
15+ one.
16+
17+ In the project, create a new task.
1918
2019.. image :: media/visualization01.png
2120 :align: center
2221
23- Creating Tasks
24- ==============
25-
26- Once you created a project, you can easily generate tasks for it. Simply
27- open the project and click on create a task.
22+ In that task you can then assigned it to the right person, add tags, a
23+ deadline, descriptions… and anything else you might need for that task.
2824
2925.. image :: media/visualization02.png
3026 :align: center
3127
32- You then first give a name to your task, the related project will
33- automatically be filled in, assign the project to someone, and select a
34- deadline if there is one.
35-
36- .. image :: media/visualization03.png
37- :align: center
38-
39- Get an overview of activities with the kanban view
40- --------------------------------------------------
28+ View your tasks with the Kanban view
29+ ====================================
4130
4231Once you created several tasks, they can be managed and followed up
4332thanks to the Kanban view.
@@ -50,46 +39,49 @@ The Kanban view is the default view when accessing a project, but if you
5039are on another view, you can go back to it any time by clicking the
5140kanban view logo in the upper right corner
5241
42+ .. image :: media/visualization03.png
43+ :align: center
44+
45+ You can also notify your colleagues about the status of a task right
46+ from the Kanban view by using the little dot, it will notify follower of
47+ the task and indicate if the task is ready.
48+
5349.. image :: media/visualization04.png
5450 :align: center
5551
56- How to nototify your collegues about the status of a task?
57- ----------------------------------------------------------
52+ Sort tasks in your Kanban view
53+ ==============================
54+
55+ Tasks are ordered by priority, which you can give by clicking on the
56+ star next to the clock and then by sequence, meaning if you manually
57+ move them using drag & drop, they will be in that order and finally by
58+ their ID linked to their creation date.
5859
5960.. image :: media/visualization05.png
6061 :align: center
6162
62- Sort tasks by priority
63- ~~~~~~~~~~~~~~~~~~~~~~
64-
65- On each one of your columns, you have the ability to sort your tasks by
66- priority. Tasks with a higher priority will be automatically moved to
67- the top of the column. From the Kanban view, click on the star in the
68- bottom left of a task to tag it as **high priority **. For the tasks that
69- are not tagged, Odoo will automatically classify them according to their
70- deadlines.
63+ Tasks that are past their deadline will appear in red in your Kanban
64+ view.
7165
72- Note that dates that passed their deadlines will appear in red (in the
73- list view too) so you can easily follow up the progression of different
74- tasks.
66+ .. note ::
67+ If you put a low priority task on top, when you go back to your
68+ dashboard the next time, it will have moved back below the high priority
69+ tasks.
7570
76- .. image :: media/visualization06.png
77- :align: center
71+ Manage deadlines with the Calendar view
72+ =======================================
7873
79- Keep an eye on deadlines with the Calendar view
80- -----------------------------------------------
74+ You also have the option to switch from a Kanban view to a calendar
75+ view, allowing you to see every deadline for every task that has a
76+ deadline set easily in a single window.
8177
82- If you add a deadline in your task, they will appear in the calendar
83- view. As a manager, this view enables you to keep an eye on all deadline
84- in a single window .
78+ Tasks are color coded to the employee they are assigned to and you can
79+ filter deadlines by employees by selecting who's deadline you wish to
80+ see .
8581
86- .. image :: media/visualization07 .png
82+ .. image :: media/visualization06 .png
8783 :align: center
8884
89- All the tasks are tagged with a color corresponding to the employee
90- assigned to them. You can easily filter the deadlines by employees by
91- ticking the related boxes on the right of the calendar view.
92-
9385.. tip ::
94- You can easily change the deadline from the Calendar view by
95- dragging and dropping the task to another case.
86+ You can easily change the deadline from the Calendar view by
87+ dragging and dropping the task to another case.
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