From dadcec593d8328727b17f218c69fa1bc1433686f Mon Sep 17 00:00:00 2001 From: "Yannick Tivisse (yti)" Date: Tue, 28 Apr 2020 09:13:36 +0000 Subject: [IMP] project: Improve global UX (back2basics) Improve the onboarding of new users and clean a few screens. Task ID: 2237996 closes odoo/odoo#50284 Related: odoo/enterprise#10536 Signed-off-by: Yannick Tivisse (yti) Co-authored-by: dmonzonis --- addons/project/data/project_data.xml | 202 ----------------------------------- 1 file changed, 202 deletions(-) (limited to 'addons/project/data') diff --git a/addons/project/data/project_data.xml b/addons/project/data/project_data.xml index 5e45f5c628b..63c31fe3775 100644 --- a/addons/project/data/project_data.xml +++ b/addons/project/data/project_data.xml @@ -83,206 +83,4 @@ project_id - - - Start here to discover Odoo - followers - - - discover - - everyone - {'project_id': 1} - 0 - - stage - - - - 1 - First Steps - - - - - 2 - Getting Better - - - - - 3 - Wow... You're Amazing! - - - - - 1 - - 0 - - - Welcome to Odoo - -

Welcome!

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This project has the objective to show you all the main features from the project app.

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Each card will teach you tips and tricks to easily manage your projects and tasks.

- - 2 - - - - - 5 - - 0 - - Try to play with the filters - -

Go back to the tasks view to play with the filters. Try to identify unassigned tasks or tasks that are overdue, for instance.

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Hint: the filters and the search bar are available in the top right corner of your screen.

- - - - - - 2 - - 0 - - Try to drag & drop this task wherever your want - ... or try changing the status of your task from here. - done - - - - - 3 - - 0 - - Star this task to prioritize it -

Click on the top left icon to prioritize this task and go back to the kanban view.

Your task is now at the top of the stage.

 - - - - - 3 - - 0 - - Use the chatter to collaborate with your team - - - - - Converse with your customers and colleagues - project.task - - - Use this chatter to send emails. Add new people in the followers list to make them aware about the main changes about this task. - email - - - - - Converse with your customers and colleagues - project.task - - - Use @ mentions to ping a colleague or # mentions to contact an entire team. The people following this task won't be notified of the note you are logging unless you specifically tag them. - comment - - - - - 4 - - 0 - - Organize your work by using activities. - - - - - - - - - Use activities to organize your work. Try marking this activity as done. - - - - - - Need Assistance - - - - - 1 - - 0 - - Use tags to categorize your tasks - blocked - -

Tags will be represented by colored dots on your task's card.

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Click on a tag to define its color.

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Tip: you can also define a color for your task from the tasks view.

 - - - - - 1 - - 0 - - 3 - Try to customize this card. Change its background. - Use the edit icon on the card from the tasks view to customize its background. - - - - - 4 - - 0 - - Set this task as being 'Ready for next stage' -

You can change this task's state by clicking on the small circle on the card, or here, next to the task's title.

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Kanban states are perfect to let your colleagues know that your task is ready to be proceeded or that you need help on something.

 - - - - - 2 - - 0 - - You want to add a stage? Add a new column! - -

Click on the last column of your tasks view to create a stage.

Feel free to adapt the steps to your business workflow by drag & dropping your stages in the right places.

Tip: You can also fold the stages you don't need to see permanently.

 - - - - 2 - - 0 - - You can set a deadline on a task -

Deadlines are useful to get things done on time.

You will get visual clues when the due date is close or due.

 - - - - - - 5 - 0 - - - Assign yourself to this task - - - -- cgit v1.2.3