[MERGE] Forward-port of branch 12.0 to 13.0

content/applications/services/project/advanced.rst

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+========
+Advanced
+========
+
+.. toctree::
+   :titlesonly:
+
+   advanced/advanced_projects
+   advanced/feedback
+   advanced/so_to_task
+   advanced/profitability

content/applications/services/project/advanced/advanced_projects.rst

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+=========================
+Advanced Project Settings
+=========================
+
+Projects can be created for a specific customer or team, and can be coordinated among your
+employees through visibility options. Stages can be shared among tasks, and the exact time spent on
+each project can be tracked. All of it in favor of a more integrated and dynamic organization.
+
+Create advanced projects
+========================
+| Go to :menuselection:`Project --> Configuration --> Projects --> Create`.
+| Choose a *Customer* in order to create a project specifically for him. If not, simply leave the
+  field blank.
+
+.. image:: media/advanced_project.png
+   :align: center
+   :alt: Click on create and enable multiple options for an advanced project in Odoo Project
+
+Choose who can access a project
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To create a project for specific teams, under *Visibility*, choose who can have access to the
+project:
+
+- *Invited employees*: the ones who are followers (see :doc:`../tasks/collaborate`)
+- *All employees*.
+- *Portal users and all employees*: it enables the option *Share*. Recipients receive an
+  email with an invitation to access the document (project).
+
+Choose an *Analytic Account* to track the profitability of your project in a specific account.
+
+Timesheet and record time on tasks
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+| To track the time spent on tasks, enable *Timesheets*.
+| In order to be able to launch a timer, also enable *Timesheet timer*.
+
+.. image:: media/timesheet.png
+   :align: center
+   :alt: Tab timesheet is being shown under a task in Odoo Project
+
+Create sales orders from a task
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To invoice the time (service) and material used on a task, enable *Bill from tasks*. Then, choose
+the service/product which you would like to bill, or create one on the fly.
+
+.. image:: media/create_sales_order.png
+   :align: center
+   :height: 270
+   :alt: Menu create sales order is being shown under a task in Odoo Project
+
+Track the material used on a task
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+After enabling *Bill from Tasks*, enable *Products on Tasks* to track the products/material used
+during the work on a specific task.
+
+.. image:: media/track_material.png
+   :align: center
+   :alt: Menu to add products is being shown under a task in Odoo Project
+
+Take advantage of worksheets
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Worksheets are reports of the work done. To customize and include them in your tasks, enable
+*Worksheets*. Choose an existing template or create one on the fly.
+
+.. image:: media/worksheets.png
+   :align: center
+   :alt: Options worksheet and send report being shown under a task in Odoo Project
+
+Schedule shifts on projects
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To create shifts to manage your tasks, assign employees, and stay organized, enable *Planning*.
+
+.. image:: media/planning_menu.png
+   :align: center
+   :width: 290
+   :alt: Shortcut to planning from the dashboard in Odoo Project
+
+.. image:: media/planning_view.png
+   :align: center
+   :alt: Planning view from a project in Odoo Project
+
+Manage employees work hours
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+*Working time* defines the number of your employees’ working hours. It adjusts the Gantt
+planning view of your interventions. Open the external link to adjust the daily hours.
+
+.. image:: media/work_hours.png
+   :align: center
+   :height: 380
+   :alt: Edit the working hours from Odoo Project
+
+Share stages across projects
+============================
+
+| In order to have a clean Kanban view that works across projects, and to avoid duplicates,
+  delineate specific stages for different projects.
+| :doc:`Activate the Developer mode <../../../../applications/general/developer_mode>` then go to
+  :menuselection:`Project --> Configuration --> Stages`. Choose the respective one and add
+  the projects among which you would like to share stages.
+
+.. image:: media/share_stages.png
+   :align: center
+   :alt: Open a stage and choose the projects to share it with in Odoo Project
+
+

content/applications/services/project/advanced/feedback.rst

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+==============================
+Gather Feedback from Customers
+==============================
+
+Finding out what your clients think about the experience they have with your company, can inspire
+you to have insights on how to improve your product/service, adjusting your business to fit
+their needs. It shows that you value their opinions and provides a reliable source of information
+to other consumers.
+
+Set up
+======
+
+Go to :menuselection:`Project --> Configuration --> Settings` and enable *Use Rating on Project*.
+
+.. image:: media/rating_project.png
+   :align: center
+   :alt: Enable the feature on settings in Odoo Project
+
+| *Set Email Template to Stages* in order to define the template to be sent at a specific stage(s).
+| Choose an existing template or create one on the fly.
+
+.. image:: media/rating_template.png
+   :align: center
+   :alt: Click on set email template and choose one in Odoo Project
+
+Choosing the projects I want feedback from
+==========================================
+
+| Go to :menuselection:`Project --> Configuration --> Projects --> Edit` and configure the wanted
+  projects to have the email template previously set sent, by the change of a stage or periodically.
+| Enable *Rating visible publicly* if you would like to publish the ratings in order to communicate
+  them to a customer, prospect or the rest of your team.
+
+.. image:: media/customer_rating.png
+   :align: center
+   :height: 370
+   :alt: View of a project's form to choose the customer rating in Odoo Project
+
+.. tip::
+   See the customer rating email sent under the *Log notes* of your task.
+
+   .. image:: media/rating_chatter.png
+      :align: center
+      :alt: View of the chatter and the rating email sent to the customer in Odoo Project
+
+Get reports
+===========
+
+Under :menuselection:`Project --> Reporting --> Customer Ratings` see ratings by task.
+
+.. image:: media/rating_report.png
+   :align: center
+   :alt: View fo the customer rating report in Odoo Project
+
+Clicking on the percentage of happy ratings over the last 30 days in the *Projects* overview,
+redirects you to your website with more rating details.
+
+.. image:: media/percentage_happy.png
+   :align: center
+   :height: 300
+   :alt: Project overview shows the percentage of happy ratings in Odoo Project
+
+

content/applications/services/project/advanced/profitability.rst

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+=============================
+Track Projects’ Profitability
+=============================
+
+A project runs smoother if you can have an overview of its costs, revenues, profitability, tasks,
+time and people, all in the same place. It allows you to make smarter business decisions as you know
+where you are standing and can course-correct if needed.
+
+Track costs and revenue
+=======================
+
+If you have the Timesheets application installed
+------------------------------------------------
+
+Go to :menuselection:`Project --> Configuration --> Projects`, choose the respective project,
+*Edit* and enable *Timesheets*. A menu *Overview* becomes available in the Kanban view.
+
+.. image:: media/timesheet_instaled.png
+   :align: center
+   :alt: View of the dashboard and overview menu available in Odoo Project
+
+The overview shows the hours recorded split by the different billable options, profitability, time
+by people according to the billable hours recorded, and even a timesheet table.
+
+.. image:: media/hours_profitability.png
+   :align: center
+   :alt: Click on overview and have a detailed view of the hours recorded in Odoo Project
+
+If you do not have the Timesheets application installed
+-------------------------------------------------------
+
+| Activate the :doc:`Developer mode <../../../../applications/general/developer_mode>`. Then go to
+  *Manager Users* and enable *Analytic Accounting*. Now, go to :menuselection:`Project -->
+  Configuration --> Projects` and specify an *Analytic Account* under the needed project.
+| A *Profitability* menu to the costs and revenues of this analytic account is directly available
+  in the Kanban view.
+
+.. image:: media/not_timesheet_installed.png
+   :align: center
+   :height: 270
+   :alt: Profitability menu being shown on the dashboard view in Odoo Project
+
+Reporting
+=========
+
+Under *Reporting*, obtain a report on the *Project Costs and Revenues*. Choose among graph options
+or do your analysis through a pivot view.
+
+.. image:: media/reporting.png
+   :align: center
+   :alt: Overview of the reporting page showing costs and revenues in Odoo Project
+
+.. seealso::
+   - :doc:`../../../finance/accounting/others/analytic/usage`
+   - :doc:`../../../finance/accounting/others/analytic/timesheets`
+   - :doc:`../../../finance/accounting/others/analytic/purchases_expenses`

content/applications/services/project/advanced/so_to_task.rst

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+===========================================
+Create Projects and Tasks from Sales Orders
+===========================================
+
+When you sell your services, you can choose to automatically have a project/task created, helping
+you to not lose track of the work that needs to get done, streamlining the processes between teams.
+In addition to that, you are able to invoice or reinvoice clients according to the exact time
+spent on that service.
+
+Product set up
+==============
+
+| Under :menuselection:`Sales --> Products --> Products` create a new product or set up an existing
+  one. Under *General Information* set the *Product Type* as *Service*. Under the *Sales* tab select
+  the *Service Invoicing Policy* and *Service Tracking*.
+| If you choose to:
+
+| - *Create a task in an existing project*: a task is added in the first column of the selected
+   project.
+| - *Create a task in sales order’s project*: a new project for each sales order of that service is
+   created based on the template you have chosen.
+| - *Create a new project but no task*: only creates a new project, for each time that service is
+   sold, based on the skeleton of the project template chosen.
+
+.. image:: media/sales_invoicing.png
+   :align: center
+   :alt: Choose the invoicing options on a product form under the sales tab in Odoo Project
+
+Confirm a quotation and have a project/task created
+===================================================
+
+Now, once a *Quotation* is confirmed and transformed into a *Sales Order*, a project or task
+is automatically created.
+
+.. image:: media/confirm_quotation.png
+   :align: center
+   :alt: Click on confirm in a quotation and have a task or project created for Odoo Project
+
+Access the task generated from Project
+======================================
+
+On the *Project* application, your new project and/or task (depending on the previous *Service
+Tracking* options chosen), is shown:
+
+.. image:: media/access_tasks.png
+   :align: center
+   :height: 250
+   :alt: Click on tasks in the dashboard view to access them in Odoo Project
+
+Record the time spent and create an invoice
+===========================================
+
+From *Project*, access your task and document the time spent under the *Timesheets* tab.
+
+.. image:: media/record_time.png
+   :align: center
+   :alt: Access the task and under the tab timesheet record the time spent in Odoo Project
+
+Once the task is complete, click on *Sales Order* and *Create Invoice*.
+
+.. image:: media/sales_order.png
+   :align: center
+   :alt: Click on sales order in the task once it is complete in Odoo Project
+
+.. tip::
+   To only invoice approved timesheets, go to :menuselection:`Timesheets --> Configuration -->
+   Settings`, and enable *Approved timesheets only*.
+
+.. seealso::
+    - :doc:`../overview/setup`
+    - :doc:`../../../sales/sales/invoicing/subscriptions`

content/applications/services/project/overview.rst

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+========
+Overview
+========
+
+.. toctree::
+   :titlesonly:
+
+   overview/setup
+   overview/share

content/applications/services/project/overview/setup.rst

@@ -0,0 +1,63 @@
+========================
+Get Started with Project
+========================
+
+Managing projects means managing people, tasks, due dates, budgets and predicted return on
+investments. For all of it, you need a solution that allows you to reduce risks, get information at
+a glance, have an overview of your progress and stay organized. And, from start to finish, to be
+able to run multiple projects in parallel easily. Odoo Project application is the solution you need.
+
+Creating a new project
+======================
+
+Click on *Create*. Specify the name of the project and choose which features you would like to
+integrate. Note that they can be enabled afterward through *Settings*.
+
+.. image:: media/create_new.png
+   :align: center
+   :alt: Click on create to start a new project in Odoo Project
+
+Manage your project’s stages
+============================
+
+| Open your project and add as many columns as there are stages in your project.
+| Each project stage can be characterized by a distinct set of activities, or your stages can guide
+  you to the different steps a project has to go through. It is important to set them right as they
+  lead you from the first idea or step to its conclusion, contributing to the overall success
+  of your project.
+
+.. image:: media/stages.png
+   :align: center
+   :alt: View of the stages created under a project in Odoo Project
+
+| For each stage, there are markers for the status of tasks that you can personalize.
+| Drag your mouse over a stage name, and click on :menuselection:`Settings --> Edit`.
+
+.. image:: media/edit_stage.png
+   :align: center
+   :height: 300
+   :alt: Click on settings then edit stage to edit in Odoo Project
+
+The dots correspond to customizable markers applied on tasks, making it easier to know which tasks
+require attention. You can give them any signification you like.
+
+.. image:: media/edit_form.png
+   :align: center
+   :height: 300
+   :alt: Image of the edit form of a stage in Odoo Project
+
+Rearrange stages
+================
+
+| From the Kanban view of your project, you can add stages by clicking on *Add a column*.
+| To rearrange the order of your stages easily do so by dragging and dropping columns. You can also
+  fold or unfold them on *Settings*.
+
+.. image:: media/fold_stage.png
+   :align: center
+   :height: 280
+   :alt: Click on setting then fold to hide a column in Odoo Project
+
+.. seealso::
+    - :doc:`../tasks/collaborate`
+    - :doc:`../record_and_invoice/time_record`

content/applications/services/project/overview/share.rst

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+========================
+Share Projects and Tasks
+========================
+
+When you share your projects/tasks, you allow external users to be on the same page as you.
+It avoids misunderstandings, simplifies communication, and allows you to become a more coordinated
+company as you get the right information to the right people.
+
+Share projects and tasks
+========================
+
+To share a project, go to :menuselection:`Manage --> Share`.
+
+.. image:: media/share_project.png
+   :align: center
+   :height: 270
+   :alt: Edit a project from the dashboard view and click on share in Odoo Project
+
+To share a task, open it and click on :menuselection:`Action --> Share`. Choose an existing
+*Recipient(s)* or create it on the fly.
+
+.. image:: media/share_task.png
+   :align: center
+   :height: 300
+   :alt: Open a task and click on action then share in Odoo Project
+
+The recipient receives an email saying that he has been invited to access a document. In the example
+below, a project was shared. When the user opens it, he sees the settings of that project and can
+access its tasks, for example.
+
+.. image:: media/shared_project.png
+   :align: center
+   :alt: View of a shared project from the recipients side for Odoo Project

content/applications/services/project/planning.rst

@@ -0,0 +1,8 @@
+========
+Planning
+========
+
+.. toctree::
+   :titlesonly:
+
+   planning/forecast

content/applications/services/project/planning/forecast.rst

@@ -0,0 +1,47 @@
+==================================
+Forecast Resources Across Projects
+==================================
+
+Allocate the needed time for specific tasks under a planned shift. Once that is done, analyse Key
+Performance Indicators (KPIs), so you can evaluate your employees’ performance and workload, besides
+the progress of your projects/tasks when comparing the planned and effective hours.
+
+Allocate times under shifts
+===========================
+
+When planning a shift, in the *Planning* application, create a project and a task on the fly,
+or simply select the one you want.
+
+.. image:: media/allocate_time.png
+   :align: center
+   :alt: Planning form to choose the project, task and allocated hours in Odoo Planning
+
+| *Allocated Time (%)* allows you to define the percentage of time you would like your employee to
+  work on that specific task during his shift. See that information in hours on *Allocated hours*.
+| The calculation shows you how many hours out of the total shift time (*End date* - *Start date*)
+  are spent by the employee on that task.
+| On :menuselection:`Project --> Planning --> By Project`, immediately see the total number of
+  employees allocated per project.
+
+.. image:: media/planning_project.png
+   :align: center
+   :alt: Planning by project view in Odoo Project
+
+Compare forecast hours with the effective ones
+==============================================
+
+Now, once the employee has timesheeted his hours in the task, go to *Project* and with the
+*View list*, under *All Tasks*, conveniently see the *Planned Hours* compared to the
+*Remaining Hours*, and a calculation of the *Progress*.
+
+.. image:: media/compare_forecast.png
+   :align: center
+   :alt: View of all tasks and their planned and remaining hours in Odoo Project
+
+.. important::
+   Reminder: the option *Timesheets* has to be enabled on your project.
+
+   .. image:: media/enable_timesheets.png
+      :align: center
+      :height: 400
+      :alt: Under the settings of a project enable timesheets in Odoo Project

content/applications/services/project/record_and_invoice.rst

@@ -0,0 +1,9 @@
+=======================
+Record Time and Invoice
+=======================
+
+.. toctree::
+   :titlesonly:
+
+   record_and_invoice/time_record
+   record_and_invoice/invoice_time

content/applications/services/project/record_and_invoice/invoice_time.rst

@@ -0,0 +1,65 @@
+===========================
+Invoice Time Spent on Tasks
+===========================
+
+When it is time to bill your client for their finished project/task, you can choose to shorten
+processes and save time by pulling the billable time you have tracked into sales orders, and
+invoices, directly from the project/task.
+
+Enable the Timesheet feature
+============================
+
+Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*.
+
+Create a sales order and invoice from a task
+============================================
+
+| Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and
+  enable *Timesheet*, *Timesheet Timer* and *Bill from Tasks*.
+| Once the time spent on a task under that project has been recorded, click on *Create Sales Order*
+  and continue to create your invoice.
+
+.. image:: media/sales_timesheet.png
+   :align: center
+   :alt: Have the sales order menu and the timesheet tab being shown under a task in Odoo Project
+
+This way, you can invoice different customers, for different services, at different rates,
+without the need to create numerous projects.
+
+Create a sales order and invoice from a project
+===============================================
+
+| Under :menuselection:`Project --> Configuration --> Project`, choose the corresponding one and
+  enable *Timesheet* plus *Timesheet Timer*.
+| Now, go to :menuselection:`Project --> Configuration --> Projects`, choose the project,
+  *Create Sales Order*, and continue to create your invoice.
+| From here, choose if you want the billing to be based on the project rate: all timesheets are
+  billed by the same rate, or by the employee rate: timesheets are billed by the individual
+  rate of the employee.
+
+.. image:: media/create_sales.png
+   :align: center
+   :alt: Click on create sales order and choose the billing type in Odoo Project
+
+| The project rate allows you to invoice a whole project, for a specific service, at a specific
+  rate, at once. Example: the implementation of a system.
+| The employee rate billing lets you invoice a project broken down into different services, and
+  different rates. Example: different rates for junior and senior consultants.
+
+Invoice only approved timesheets
+================================
+
+Go to :menuselection:`Timesheets --> Configuration --> Settings --> Invoicing Policy`, and choose
+*Approved timesheets only*.
+
+.. image:: media/invoice_approved.png
+   :align: center
+   :alt: Enabling the feature to invoice only approved timesheets in Odoo Project
+
+This ensures that the manager is aware of the hours being logged by each employee before the
+customer gets invoiced.
+
+.. seealso::
+   - :doc:`../advanced/so_to_task`
+   - :doc:`./time_record`
+

content/applications/services/project/record_and_invoice/time_record.rst

@@ -0,0 +1,33 @@
+==========================
+Record Time Spent on Tasks
+==========================
+
+Get to know how much time you are spending on tasks in order to make your employees’ life easier,
+and records error-free. Launch the timer in your browser, stop it on your phone and have all entries
+synced. Generate invoices based on the timesheet entries and be sure to invoice your customers
+the exact right amount.
+
+Manually timesheet on task
+==========================
+
+| Go to :menuselection:`Project --> Configuration --> Settings` and enable *Timesheets*. Then,
+  enable the *Timesheets* option on the project.
+| Now, once you are in your task, under the *Timesheet* tab, *Add a line* and specify the *Duration*.
+
+.. image:: media/manually_timesheet.png
+   :align: center
+   :alt: On the task under the timesheets tab add the time spent in Odoo Project Application
+
+Time tasks
+==========
+
+| Under :menuselection:`Project --> Configuration --> Projects`, enable *Timesheet timer* on the
+  projects on which you need the functionality.
+| Now, you can time your task clicking on *Start*. *Pause* at any moment, and *Stop* to confirm the
+  recorded time and add a description.
+
+.. image:: media/time_tasks.png
+   :align: center
+   :alt: Click on start in the task to initiate the timer in Odoo Project Application
+
+

content/applications/services/project/tasks.rst

@@ -0,0 +1,11 @@
+=====
+Tasks
+=====
+
+.. toctree::
+   :titlesonly:
+
+   tasks/get_started
+   tasks/sub_tasks
+   tasks/collaborate
+   tasks/email_alias

content/applications/services/project/tasks/collaborate.rst

@@ -0,0 +1,93 @@
+====================
+Collaborate on Tasks
+====================
+
+Being able to collaborate virtually but with the same effect as if people were in the same room
+increases your productivity. It results in faster execution of processes, brainstorming and decision
+made easier while also allowing the support of outside contributions.
+
+Add followers to a project
+==========================
+
+| *Edit* the project to add followers.
+| Followers are notified of any changes: tasks sliding from one stage to another, conversations
+  taking place, etc.
+
+.. image:: media/add_followers.png
+   :align: center
+   :alt: Click on the follower icon to add followers to a project in Odoo Project
+
+.. note::
+   Following a project automatically makes you a follower of all its tasks.
+
+Add followers to a task
+=======================
+
+Within a task, click on the *Followers* icon. Followers get notified of any changes in the task
+and can see the task like you do, with the description and the chatter.
+
+.. image:: media/follower_task.png
+   :align: center
+   :alt: Click on the follower icon to add followers to a task in Odoo Project
+
+Select which notifications to get
+---------------------------------
+
+For a project or task, select what you would like to be notified about. For that, *Edit
+subscription*.
+
+.. image:: media/select_notif.png
+   :align: center
+   :alt: Click on the follower icon, then on edit subscription in Odoo Project
+
+Use the pad like a collaborative note
+=====================================
+
+| Go to :menuselection:`Project --> Configuration --> Settings --> Collaborative Pads`, then edit
+  the *Settings* of the project you would like the feature to work and enable *Use
+  Collaborative Pads*.
+| Now, you are able to contribute to tasks in real-time, with several users, with an Etherpad
+  collaborative note. Every user has his own color and you can replay the whole creation
+  of the content.
+
+.. image:: media/pad_collaborative.png
+   :align: center
+   :alt: View of the collaborative pad in Odoo Project
+
+.. tip::
+   Click on the *</>* icon to get the direct URL of the task description: useful if you want to
+   share it without adding this person as a follower, or to someone outside of the company.
+
+The Chatter
+===========
+
+| *Chatter* is a communication tool that shows the history of a task, including changes and the
+  interactions between you and your customers or colleagues.
+| To interact with followers, whether there are internal or external, click on *Log a note* and ping
+  them using the at symbol (*@*). If you want to send a message/email to all the followers in the
+  task, use *Send a message*.
+| You can also ping a channel using the hashtag sign (*#*). This way, users can have a channel per
+  project team, for example.
+
+.. image:: media/the_chatter.png
+ 	:align: center
+	:alt: Overview of the chatter in Odoo Project
+
+Schedule activities
+-------------------
+
+Do not forget promises made and stay organized by conveniently *Scheduling activities* from the
+chatter.
+
+.. image:: media/schedule_activities.png
+ 	:align: center
+	:alt: Click on schedule activity and choose the activity to be scheduled in Odoo Project
+
+Edit or create new activities types
+-----------------------------------
+
+Go to :menuselection:`Project --> Configuration --> Activity Types`.
+
+.. image:: media/activity_type.png
+ 	:align: center
+	:alt: Overview of the activity types form in Odoo Project

content/applications/services/project/tasks/email_alias.rst

@@ -0,0 +1,42 @@
+==========================================
+Create Project's Tasks from an Email Alias
+==========================================
+
+When you already have an email address that customers know from the top of their heads, changing
+it is the last thing you want to do. Instead, link that address to your project and transform
+those conversations into structured work. It automatically creates a task in the first stage
+of a project.
+
+Set up an incoming email server
+===============================
+
+| On the *Settings* application, enable *External Email Servers* and define the incoming email
+  alias you would like to use.
+| **For more information**: :doc:`../../../productivity/discuss/advanced/email_servers`
+
+Configure the email alias in your project
+-----------------------------------------
+
+| Now that you have the incoming email server set up, go to
+  :menuselection:`Project --> Configuration --> Projects --> Edit`. Under the *Emails* tab, define
+  the wanted email alias and choose the policy to receive a message.
+| In addition, you can now directly set it when creating a new project.
+
+.. image:: media/email_project.png
+   :align: center
+   :alt: In the settings of your project, define the emails alias under the tab email in Odoo Project
+
+.. important::
+   All the recipients of the email (To/Cc/Bcc) are automatically added as followers of the task.
+
+The email can be seen under the name of your project on the dashboard.
+
+.. image:: media/email_dashboard_project.png
+   :align: center
+   :height: 300
+   :alt: View of the email alias chosen on the dashboard view in Odoo Project
+
+.. seealso::
+   - :doc:`./get_started`
+   - :doc:`./collaborate`
+

content/applications/services/project/tasks/get_started.rst

@@ -0,0 +1,87 @@
+======================
+Get Started with Tasks
+======================
+
+Break down a project by creating, assigning and organizing tasks. Set priorities to help you
+determine where you want to invest your time first, manage files within it and keep everything you
+need to complete your work in one place. Ensure that your strategies are turned into actionable
+plans and, as a result, have a successful project.
+
+Create a task
+=============
+
+Click on *Create*. Once created, add more details opening it and clicking on *Edit*.
+
+.. image:: media/create.png
+   :align: center
+   :height: 300
+   :alt: Click on create under a project to initiate a task in Odoo Project
+
+Assignation
+-----------
+
+Choose the responsible person for a task under *Assigned to*.
+
+.. image:: media/assignation.png
+   :align: center
+   :alt: Choosing the responsible person for the task in Odoo Project
+
+Sort tasks by priority
+======================
+
+| Mark the star on your task to set it as a high priority one. That automatically moves the task
+  to the top of the column. Tasks that are not starred are classified according to their
+  deadlines.
+| Note that tasks with dates passed their deadlines are shown in red; tasks with a deadline for
+  the current date are orange.
+
+.. image:: media/priority.png
+   :align: center
+   :alt: Tasks prioritized are shown first in the list in Odoo Project
+
+Manage files in tasks
+=====================
+
+Add images/documents to your task by clicking on the *Attachment icon*.
+
+.. image:: media/manage_files.png
+   :align: center
+   :alt: Click on the attachment icon to manage files in Odoo Project
+
+.. tip::
+   Files from emails are automatically saved.
+
+Set cover images in tasks
+=========================
+
+Use *Set Cover Image* to your task and quickly get to comprehend what the task is about. The image
+is directly shown in the Kanban view.
+
+.. image:: media/cover_image.png
+   :align: center
+   :height: 280
+   :alt: Click on the drop down menu and set a cover image in Odoo Project
+
+Choose how to visualize tasks
+=============================
+
+Tasks can be managed and followed up in the Kanban view, which is a post-it kind of view divided
+into different stages. More options are otherwise available.
+
+.. image:: media/visualize_tasks.png
+   :align: center
+   :alt: Overview of the kanban view in Odoo Project
+
+Drag and drop tasks to change their stage and define colors to help you identify them.
+
+.. image:: media/colors.png
+   :align: center
+   :height: 340
+   :alt: Choose a color to identify your task in Odoo Project
+
+.. seealso::
+   - :doc:`../../../general/tags/take_tags`
+
+
+
+

content/applications/services/project/tasks/sub_tasks.rst

@@ -0,0 +1,66 @@
+===================
+Work with Sub-tasks
+===================
+
+Being a dynamic and organized company is important as it also helps you to not overload your
+employees. For that, split large tasks into smaller ones by creating subs-tasks, timesheet
+on them, and have an overview of all hours recorded.
+
+Configuration
+=============
+
+Go to :menuselection:`Project --> Configuration --> Settings --> Sub-tasks`.
+
+.. image:: media/config.png
+   :align: center
+   :alt: Enable the feature under settings in Odoo Project
+
+From now on, a *Sub-tasks* menu is available within your task.
+
+.. image:: media/sub_task_menu.png
+   :align: center
+   :alt: Overview of a task and the sub-tasks menu being shown in Odoo Project
+
+Select a specific project in which sub-tasks will be created by default
+-----------------------------------------------------------------------
+
+By default, sub-tasks are created under the same project. However, you can select another one
+by going to :menuselection:`Project --> Configuration --> Projects --> Sub-task Project`.
+
+.. image:: media/specific_project.png
+   :align: center
+   :alt: Under the settings of a project, select the sub-task project in Odoo Project
+
+Timesheet on sub-tasks
+======================
+
+Make sure the feature *Timesheets* is enabled under :menuselection:`Project --> Configuration -->
+Settings` and under the settings of the needed *Project*. Now you are able to timesheet on your
+tasks and sub-tasks. The time recorded on a sub-task is counted on the parent task.
+
+.. image:: media/timesheet_sub_tasks.png
+   :align: center
+   :alt: Timesheets tab being shown under a task in Odoo Project
+
+Transform an existing task into a sub-task
+==========================================
+
+| Go to :menuselection:`Settings --> Activate the developer mode`.
+| Now access your task, *Edit*, and add a *Parent Task*.
+
+.. image:: media/task_subtask.png
+   :align: center
+   :alt: A tab extra info with a field parent task is being shown in Odoo Project
+
+Unlink a sub-task from a parent task
+====================================
+
+| Go to :menuselection:`Settings --> Activate the developer mode`.
+| Open and *Edit* the respective sub-task to remove the *Parent Task*.
+
+.. image:: media/unlink_sub.png
+   :align: center
+   :alt: A tab extra info with a field parent task is being shown in Odoo Project
+
+.. seealso::
+   - :doc:`../record_and_invoice/time_record`