[MOV] documentation structure reorganization

This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8064 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-04 12:02:08 +01:00
parent dbe0300b84
commit 0249d9d0a6
563 changed files with 644 additions and 643 deletions
@@ -1,10 +0,0 @@
-:nosearch:
-
-========
-Advanced
-========
-
-.. toctree::
-   :titlesonly:
-
-   advanced/ice_servers
@@ -1,12 +0,0 @@
-:nosearch:
-
-========
-Overview
-========
-
-.. toctree::
-   :titlesonly:
-
-   overview/get_started
-   overview/team_communication
-   overview/plan_activities
@@ -1,107 +0,0 @@
-========================
-Get started with Discuss
-========================
-
-Odoo *Discuss* is an internal communication app that allows users to connect through messages,
-notes, and file sharing, either through a persistent chat window that works across applications, or
-through the dedicated *Discuss* dashboard.
-
-.. _discuss_app/notification_preferences:
-
-Choose notifications preference
-===============================
-
-Access user-specific preferences for the *Discuss* app by navigating to :menuselection:`Settings app
--> Users --> User --> Preferences tab`.
-
-.. image:: get_started/preferences-user.png
-   :align: center
-   :alt: View of the Preferences tab for Odoo Discuss.
-
-By default, the :guilabel:`Notification` field is set as :guilabel:`Handle by Emails`. With this
-setting enabled, a notification email will be sent by Odoo every time a message is sent from the
-chatter, a note is sent with an `@` mention (from chatter), or a notification is sent for a record
-that the user follows. Something that triggers a notification is changing of the stage (if an email\
-is configured to be sent, for example if the task is set to :guilabel:`Done`).
-
-By choosing :guilabel:`Handle in Odoo`, the above notifications are shown in the *Discuss* app's
-*inbox*. Messages can have the following actions taken on them: respond with an emoji by clicking
-:guilabel:`Add a Reaction`, or reply to the message by clicking on :guilabel:`Reply`. Additional
-actions may include starring the message by clicking :guilabel:`Marked as Todo`, or pinning the
-message by selecting :guilabel:`Pin` or even mark the message as unread by selecting
-:guilabel:`Marked as unread`.
-
-.. image:: get_started/reactions-discuss.png
-   :align: center
-   :alt: View of an inbox message and its action options in Odoo Discuss.
-
-Clicking :guilabel:`Mark as Todo` on a message causes it to appear on the :guilabel:`Starred` page,
-while clicking :guilabel:`Mark as Read` moves the message to :guilabel:`History`.
-
-.. image:: get_started/starred-messages.png
-   :align: center
-   :alt: View of messages marked as todo in Odoo Discuss.
-
-Start chatting
-==============
-
-The first time a user logs in to their account, OdooBot sends a message asking for permission to
-send desktop notifications for chats. If accepted, the user will receive push notifications on their
-desktop for the messages they receive, regardless of where the user is in Odoo.
-
-.. image:: get_started/odoobot-push.png
-   :align: center
-   :alt: View of the messages under the messaging menu emphasizing the request for push
-         notifications for Odoo Discuss.
-
-.. tip::
-   To stop receiving desktop notifications, reset the notifications settings of the browser.
-
-To start a chat, go to the :menuselection:`Discuss` app and click on the :guilabel:`+ (plus)` icon
-next to :guilabel:`Direct Messages` or :guilabel:`Channels` in the left menu of the dashboard.
-
-.. image:: get_started/channels-direct-messages.png
-   :align: center
-   :height: 400
-   :alt: View of Discuss's panel emphasizing the titles channels and direct messages in Odoo
-         Discuss.
-
-A company can also easily create :doc:`public and private channels
-</applications/productivity/discuss/overview/team_communication>`.
-
-Mentions in the chat and on the chatter
---------------------------------------
-
-To mention a user within a chat or the chatter, type `@user-name`; to refer to a channel, type
-`#channel-name`. The user mentioned will be notified in their *inbox* or through an email, depending
-on their communication settings.
-
-.. image:: get_started/chat-windows.png
-   :align: center
-   :alt: View of a couple of chat window messages for Odoo Discuss.
-
-.. tip::
-   When a user is mentioned, the search list (list of names) suggests values first based on the
-   task's followers, and secondly on employees. If the record being searched does not match with
-   either a follower or employee, the scope of the search becomes all partners.
-
-User status
-----------
-
-It is helpful to see what colleagues are up to and how quickly they can respond to messages by
-checking their *status*. The status is shown on the left side of a contact's name on the
-:guilabel:`Discuss` sidebar, on the *messaging menu* and when listed in the *chatter*.
-
- Green = online
- Orange = away
- White = offline
- Airplane = out of the office
-
-.. image:: get_started/status.png
-   :align: center
-   :height: 300
-   :alt: View of the contacts' status for Odoo Discuss.
-
-.. seealso::
-   - :doc:`/applications/productivity/discuss/overview/team_communication`
-   - :doc:`/applications/productivity/discuss/overview/plan_activities`
@@ -1,250 +0,0 @@
-==========
-Activities
-==========
-
-*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled
-on any page of the database that contains a chatter thread, kanban view, list view, or activities
-view of an application.
-
-Schedule activities
-===================
-
-One way that activities are created is by clicking the :guilabel:`Schedule Activity` button, located
-at the top of the *chatter* on any record. On the pop-up window that appears, select an
-:guilabel:`Activity Type` from the drop-down menu.
-
-.. tip::
-   Individual applications have a list of *Activity Types* dedicated to that application. For
-   example, to view and edit the activities available for the *CRM* application, go to
-   :menuselection:`CRM app --> Configuration --> Activity Types`.
-
-Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule
-Activity` pop-up window.
-
-To assign the activity to a different user, select a name from the :guilabel:`Assigned to` drop-down
-menu. Otherwise, the user creating the activity is automatically assigned.
-
-Lastly, feel free to add any additional information in the optional :guilabel:`Log a note...` field.
-
-.. note::
-   The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates
-   based on the configuration settings for the selected :guilabel:`Activity Type`. However, this
-   date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field.
-
-Lastly, click one of the following buttons:
-
- :guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`.
- :guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`.
-  The activity is not scheduled, it is automatically marked as completed.
- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and
-  opens a new activity window.
- :guilabel:`Discard`: discards any changes made on the pop-up window.
-
-.. image:: plan_activities/schedule-pop-up.png
-   :align: center
-   :alt: View of CRM leads and the option to schedule an activity.
-
-.. note::
-   Depending on the activity type, the :guilabel:`Schedule` button may be replaced by a
-   :guilabel:`Save` button, or an :guilabel:`Open Calendar` button.
-
-Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`.
-
-.. image:: plan_activities/chatter-activities.png
-   :align: center
-   :alt: View of CRM leads and the option to schedule an activity.
-
-Activities can also be scheduled from the kanban, list, or activities view of an application.
-
-.. tabs::
-
-   .. tab:: Kanban view
-
-      Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
-      then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form.
-
-      .. image:: plan_activities/schedule-kanban-activity.png
-         :align: center
-         :alt: Kanban view of the CRM pipeline and the option to schedule an activity.
-
-   .. tab:: List view
-
-      Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
-      then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the
-      clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon.
-
-      .. image:: plan_activities/schedule-list-activity.png
-         :align: center
-         :alt: List view of the CRM pipeline and the option to schedule an activity.
-
-   .. tab:: Activity view
-
-      To open the activity view for an application, select the :guilabel:`🕘 (clock)` icon from the
-      menu bar anywhere in the database. Select any application from the drop-down menu, and click
-      the :guilabel:`🕘 (clock)` icon for the desired app.
-
-      .. image:: plan_activities/schedule-activity-view-menu.png
-         :align: center
-         :alt: Activity menu drop down with focus on where to open activity view for CRM.
-
-      Select a record on which to schedule an activity. Move across the row to find the desired
-      activity type, then click the :guilabel:`＋ (plus sign)`.
-
-      .. image:: plan_activities/schedule-activity-view.png
-         :align: center
-         :alt: Activity view of the CRM pipeline and the option to schedule an activity.
-
-.. note::
-   Activity colors, and their relation to an activity's due date, is consistent throughout Odoo,
-   regardless of the activity type, or the view.
-
-   - Activities that appear in **green** indicate a due date sometime in the future.
-   - **Yellow** indicates that the activity's due date is today.
-   - **Red** indicates that the activity is overdue and the due date has passed.
-
-   For example, if an activity is created for a phone call, and the due date passes, the activity
-   appears with a red phone in list view, and a red clock on the kanban view.
-
-View scheduled activities
-=========================
-
-To view scheduled activities, open either the :menuselection:`Sales app` or :menuselection:`CRM app`
-and click the :guilabel:`🕘 (clock)` icon, located to the far-right side of the other view options.
-
-Doing so opens the activities menu, showcasing all the scheduled activities for the user, by
-default. To show all activities for every user, remove the :guilabel:`My Pipeline` filter from the
-:guilabel:`Search...` bar.
-
-To view a consolidated list of activities separated by the application where they were created, and
-by deadline, click the :guilabel:`🕘 (clock)` icon on the header menu to see the activities for that
-specific application in a drop-down menu.
-
-The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom
-of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked.
-
-.. image:: plan_activities/activities-menu.png
-   :align: center
-   :alt: View of CRM leads page emphasizing the activities menu.
-
-Configure activity types
-========================
-
-To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss
--> Activities --> Activity Types`.
-
-.. image:: plan_activities/settings-activities-types.png
-   :align: center
-   :alt: View of the settings page emphasizing the menu activity types.
-
-Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found.
-
-To edit an existing activity type, select it from the list, then click :guilabel:`Edit`. To create a
-new activity type, click :guilabel:`Create`.
-
-At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity
-type.
-
-.. image:: plan_activities/new-activity-type.png
-   :align: center
-   :alt: New activity type form.
-
-Activity settings
-----------------
-
-Action
-~~~~~~
-
-The *Action* field specifies the intent of the activity. Some actions trigger specific behaviors
-after an activity is scheduled.
-
- If :guilabel:`Upload Document` is selected, a link to upload a document is added directly to the
-  planned activity in the chatter.
- If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users have the option to open
-  their calendar to schedule a time for this activity.
- If :guilabel:`Request Signature` is selected, a link is added to the planned activity in the
-  chatter that opens a signature request pop-up window.
-
-.. note::
-   The actions available to select on an activity type vary, depending on the applications currently
-   installed in the database.
-
-Default user
-~~~~~~~~~~~~
-
-To automatically assign this activity to a specific user when this activity type is scheduled,
-choose a name from the :guilabel:`Default User` drop-down menu. If this field is left blank, the
-activity is assigned to the user who creates the activity.
-
-Default summary
-~~~~~~~~~~~~~~~
-
-To include notes whenever this activity type is created, enter them into the :guilabel:`Default
-Summary` field.
-
-.. note::
-   The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are
-   included when an activity is created. However, they can be altered before the activity is
-   scheduled or saved.
-
-Next activity
-------------
-
-To automatically suggest, or trigger, a new activity after an activity has been marked complete, the
-:guilabel:`Chaining Type` must be set.
-
-Suggest next activity
-~~~~~~~~~~~~~~~~~~~~~
-
-In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. Upon doing so, the
-field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu
-to select any activities to recommend as follow-up tasks to this activity type.
-
-In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
-configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
-decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
-deadline`.
-
-This :guilabel:`Schedule` field information can be altered before the activity is scheduled.
-
-When all configurations are complete, click :guilabel:`Save`.
-
-.. image:: plan_activities/schedule-recommended-activity.png
-   :align: center
-   :alt: Schedule activity popup with emphasis on recommended activities.
-
-.. note::
-   If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest Next Activity`, and
-   has activities listed in the :guilabel:`Suggest` field, users are presented with recommendations
-   for activities as next steps.
-
-Trigger next activity
-~~~~~~~~~~~~~~~~~~~~~
-
-Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` immediately launches the
-next activity once the previous one is completed.
-
-If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining Type` field, the field
-beneath changes to: :guilabel:`Trigger`. From the :guilabel:`Trigger` field drop-down menu, select
-the activity that should be launched once this activity is completed.
-
-In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
-configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
-decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
-deadline`.
-
-This :guilabel:`Schedule` field information can be altered before the activity is scheduled.
-
-When all configurations are complete, click :guilabel:`Save`.
-
-.. image:: plan_activities/triggered-activities.png
-   :align: center
-   :alt: Schedule new activity popup with emphasis on Done and launch next button.
-
-.. note::
-   When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger Next Activity`,
-   marking the activity as `Done` immediately launches the next activity listed in the
-   :guilabel:`Trigger` field.
-
-.. seealso::
-   - :doc:`get_started`
-   - :doc:`team_communication`
@@ -110,5 +110,5 @@ messages in window and pressing *enter*.
   :alt: Channel linked in chatter with the channel open on the lower right quadrant.

 .. seealso::
-   - :doc:`get_started`
-   - :doc:`plan_activities`
+   - :doc:`../discuss`
+   - :doc:`/applications/essentials/activities`