diff --git a/content/applications/essentials.rst b/content/applications/essentials.rst index 10341d9f7f..e3872b5e79 100644 --- a/content/applications/essentials.rst +++ b/content/applications/essentials.rst @@ -4,6 +4,7 @@ Odoo essentials .. toctree:: + essentials/stages essentials/activities essentials/reporting essentials/search diff --git a/content/applications/services/helpdesk/overview/stages.rst b/content/applications/essentials/stages.rst similarity index 57% rename from content/applications/services/helpdesk/overview/stages.rst rename to content/applications/essentials/stages.rst index 70d0043f01..f1fcdcb1ee 100644 --- a/content/applications/services/helpdesk/overview/stages.rst +++ b/content/applications/essentials/stages.rst @@ -2,8 +2,11 @@ Stages ====== -*Stages* are used to organize the **Helpdesk** pipeline and track the progress of tickets. Stages -are customizable, and can be renamed to fit the needs of each team. +*Stages* are used to organize an app's pipeline and track the progress of configured items, from now +on are referred to as cards. + +In apps these cards represent specific items, for example, in the **Helpdesk** app, stages track +tickets. Stages are customizable, and can be renamed to fit the needs of each team. Create or modify stages ======================= @@ -13,11 +16,10 @@ Create or modify stages activate developer mode, go to :menuselection:`Settings app --> General Settings --> Developer Tools`, and click :guilabel:`Activate the developer mode`. -To view or modify **Helpdesk** stages, go to :menuselection:`Helpdesk app --> Configuration --> -Stages`. +To view or modify stages, go to the desired app and go to :menuselection:`Configuration --> Stages`. The default list view on the :guilabel:`Stages` page displays the stages currently available in the -**Helpdesk** app. They are listed in the order they appear in the pipeline. +app. They are listed in the order they appear in the pipeline. To change the order of the stages, click the :icon:`oi-draggable` :guilabel:`(draggable)` icon, to the left of the stage name, and drag it to the desired place on the list. @@ -27,8 +29,8 @@ the left of the stage name, and drag it to the desired place on the list. appear in the list. .. tip:: - Change the stage order on the Kanban view of a **Helpdesk** team's pipeline by dragging and - dropping individual columns. + Change the stage order on the Kanban view of a team's pipeline by dragging and dropping + individual columns. To create a new stage, click the :guilabel:`New` button at the top-left of the stage list. Doing so reveals a blank stage form. @@ -38,6 +40,26 @@ Choose a :guilabel:`Name` for the new stage. .. image:: stages/new-stage-details.png :alt: View of a stage's settings page in Odoo Helpdesk. +Progress bar +============ + +The progress bar is visible above each stage, displaying the percentage breakdown of every status +type for all the cards within that stage. Each status type has an assigned color that appears within +the bar. + +The specific definition of these statuses changes depending on the app. For example, in the +**Helpdesk** app, the progress bar for a stage consists of the :guilabel:`In progress`, +:guilabel:`Ready`, and :guilabel:`Blocked` statuses by default. + +To see a detailed count, hover over a representative color, which activates a notification detailing +the number of cards in the stage of that specific status. + +Clicking a status color filters the stage to show only cards with that status. The card count for +the selected status appears next to the progress bar. + +.. image:: stages/stage-progress-bar-highlight.png + :alt: View of a stage's progress highlighting the activities that are due today. + Add email and SMS templates to stages ===================================== @@ -69,31 +91,30 @@ Follow the same steps to select, edit, or create an :guilabel:`SMS Template`. Fold a stage ============ -By default, stages are unfolded in the Kanban view of either tickets dashboard: :guilabel:`My -Tickets` (:menuselection:`Helpdesk app --> Tickets --> My Tickets`) or :guilabel:`All Tickets` -(:menuselection:`Helpdesk app --> Tickets --> All Tickets`). +By default, stages are unfolded in the Kanban view. If there is a Won or Closed stage, it is folded +by default. -Tickets in an unfolded stage are visible in the pipeline under the stage name, and are considered +Cards in an unfolded stage are visible in the pipeline under the stage name, and are considered *open*. -Stages can be configured to be folded in the Kanban view of a tickets page. +Stages can be configured to be folded in the Kanban view of the pipeline page. -The name of the folded stages are still visible, but the tickets in the stage are hidden from view. +The name of the folded stages are still visible, but the cards in the stage are hidden from view. To fold a stage, tick the :guilabel:`Folded in Kanban` checkbox on the :guilabel:`Stages` form. .. warning:: - Tickets that reach a *folded* stage are considered *closed*. Closing a ticket before the work is + Cards that reach a *folded* stage are considered *closed*. Closing a card before the work is completed can result in reporting and communication issues. This setting should **only** be enabled for stages that are considered *closing* stages. Temporarily fold a stage ------------------------ -Stages can be temporarily folded in the Kanban view of the tickets pipeline, as well. +Stages can be temporarily folded in the Kanban view of the pipeline, as well. -View a specific team's pipeline by navigating to :menuselection:`Helpdesk app`, and clicking the -team's Kanban card. +View a specific team's pipeline by navigating to the desired app, and clicking the team's Kanban +card. Hover the cursor at the top of the desired stage to fold temporarily, then click the :icon:`fa-gear` :guilabel:`(gear)` icon that appears, and select :guilabel:`Fold` from the drop-down menu. @@ -102,11 +123,11 @@ Hover the cursor at the top of the desired stage to fold temporarily, then click :alt: Kanban view of a Helpdesk stage, with the temporary fold option emphasized. .. important:: - Manually folding a stage from the Kanban view is temporary and does **not** close the tickets in + Manually folding a stage from the Kanban view is temporary and does **not** close the cards in the stage. Assign stages to a team ======================= -Make a selection in the :guilabel:`Helpdesk Teams` field on the :guilabel:`Stages` form. More than -one team may be selected, since the same stage can be assigned to multiple teams. +Make a selection in the :guilabel:`Teams` field on the :guilabel:`Stages` form. More than one team +may be selected, since the same stage can be assigned to multiple teams. diff --git a/content/applications/services/helpdesk/overview/stages/fold-stage-kanban.png b/content/applications/essentials/stages/fold-stage-kanban.png similarity index 100% rename from content/applications/services/helpdesk/overview/stages/fold-stage-kanban.png rename to content/applications/essentials/stages/fold-stage-kanban.png diff --git a/content/applications/services/helpdesk/overview/stages/new-stage-details.png b/content/applications/essentials/stages/new-stage-details.png similarity index 100% rename from content/applications/services/helpdesk/overview/stages/new-stage-details.png rename to content/applications/essentials/stages/new-stage-details.png diff --git a/content/applications/services/helpdesk/overview/stages/sms-template.png b/content/applications/essentials/stages/sms-template.png similarity index 100% rename from content/applications/services/helpdesk/overview/stages/sms-template.png rename to content/applications/essentials/stages/sms-template.png diff --git a/content/applications/essentials/stages/stage-progress-bar-highlight.png b/content/applications/essentials/stages/stage-progress-bar-highlight.png new file mode 100644 index 0000000000..f9d95693f0 Binary files /dev/null and b/content/applications/essentials/stages/stage-progress-bar-highlight.png differ diff --git a/content/applications/services/helpdesk/overview/stages/stages-list-buttons.png b/content/applications/essentials/stages/stages-list-buttons.png similarity index 100% rename from content/applications/services/helpdesk/overview/stages/stages-list-buttons.png rename to content/applications/essentials/stages/stages-list-buttons.png diff --git a/content/applications/services/helpdesk/overview.rst b/content/applications/services/helpdesk/overview.rst index 35d09d4352..570e9e1c8b 100644 --- a/content/applications/services/helpdesk/overview.rst +++ b/content/applications/services/helpdesk/overview.rst @@ -7,7 +7,6 @@ Overview .. toctree:: :titlesonly: - overview/stages overview/receiving_tickets overview/help_center overview/sla