diff --git a/addons/project/web_planner_data.xml b/addons/project/web_planner_data.xml
index 7e6c8176705..c5bdbace405 100644
--- a/addons/project/web_planner_data.xml
+++ b/addons/project/web_planner_data.xml
@@ -1,210 +1,44 @@
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Congratulations on choosing Odoo Project to help running your company more efficiently!
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Odoo Project is a super fast and easy way to make your activities and tasks visible to
everyone in your company. Follow how things progress, see when things are stuck, know
who's in charge, everything in one place.
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But because change is never easy, we've created this Planner to guide you.
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This whole process might take you a few hours, but don't worry, you can take a break and
return to it at any time: your progress is automatically saved.
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Good luck!
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It's essential to be clear about why you want to use Odoo Project and what your goals are.
Indeed, there are many ways to manage a project; to find the best one for you, you need know exactly what you want to achieve. And later on, we will hopefully transform your objectives into real improvements for your company.
@@ -244,10 +78,11 @@
The Odoo Project app can be used to manage many activities, from the development of a new product to the daily operation of a customer support. With a little creativity, it can even be used to manage your marketing communications or personal projects. But just because it can be done doesn't mean it's a good idea: let's start by helping you understand what can be a good project. Depending on what you need and how you want to manage, there are several ways to do things in Odoo. First, choose if you want to think in terms of tasks or issues. Then, activate Timesheets if you need them. An internal activity that should be done within a defined period of time. Example: During a meeting, a customer asks a manager for a few modifications to a project.
@@ -314,14 +151,14 @@
- A problem or request from a customer that needs to be identified, solved and followed up asap. Example: A customer sends a complaint to support@yourcompany.com: an Issue is automatically created into a 'Support level 1' project based on the original email from the customer. Escalation: Issues have a specific mechanism called escalation. For example, if the 'Support' team can't solve an issue, they can escalate it to a 'Support level 2' project. To use Issues, activate 'Track issues and bugs' in your
- Project Settings.
+ A problem or request from a customer that needs to be identified, solved and followed up asap. Example: A customer sends a complaint to support@yourcompany.com: an Issue is automatically created into a 'Support level 1' project based on the original email from the customer. Escalation: Issues have a specific mechanism called escalation. For example, if the 'Support' team can't solve an issue, they can escalate it to a 'Support level 2' project. To use Issues, activate 'Track issues and bugs' in your
+ Project Settings.
Welcome.
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For example, you'll understand why you shouldn’t use Odoo to plan, but instead to
collaborate, or why organizing your projects by role is wrong.
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- For the Odoo Team,
- Fabien Pinckaers, Founder
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+ For the Odoo Team,
+ Fabien Pinckaers, Founder
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Your Objectives
+ Your Activities
+ Your Projects
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+ 1. Learn about Tasks, Issues and Timesheets.
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To use Timesheets, go to your Project Settings and activate:
+ 'project.action_config_settings')">Project Settings and activate:You can learn more about Timesheets in the Timesheets section of this planner.
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It is time to think about how you will transform your activities into real projects in Odoo.
For that, the most important step is defining the stages of your projects, mainly the different steps a task or an issue can go through, from its creation to its ending. They will appear in what we call the 'Kanban' view of your projects.
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Creating Tasks and/or Issues is the next step in managing your Projects. 1. Define a Naming Convention 1. Define a Naming Convention 2. Add a Deadline 3. Use Tags 4. Use Status Indicator To configure these Kanban Status, go to the 'Project Stages' tab of a Project. 5. Set Priorities
In Odoo, it is pretty straightforward, but here are some explanations you may find useful.
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- Add keywords in the 'Task title' field, for example [Customer name] or [Website].This will help you navigate and search through the dozens of tasks in your project.
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+ Add keywords in the 'Task title' field, for example [Customer name] or [Website].This will help you navigate and search through the dozens of tasks in your project.
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- The deadline will help you determine if a task or issue is progressing as expected, and to anticipate its next update.
+ The deadline will help you determine if a task or issue is progressing as expected, and to anticipate its next update.
- Tags are complementary to your project stages: they can work as a second level categorization which is very useful if you have a lot of Tasks or Issues to manage. Also, it becomes very easy to find Tasks or Issues by typing the Tag into the main Search bar.
+ Tags are complementary to your project stages: they can work as a second level categorization which is very useful if you have a lot of Tasks or Issues to manage. Also, it becomes very easy to find Tasks or Issues by typing the Tag into the main Search bar.
- The Status indicator helps you manage Tasks and Issues by attributing them one of 3 different colour: Grey, Green or Red. The meaning of these Status can be freely configured, for example:
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- The is used to indicate priority: in Kanban view, priority Tasks or Issues will be displayed on top. This is especially useful if you use a Scrum methodology to indicate the tasks for the week. Similarly to Status, you can change the meaning of the Star indicator from the Project Stages tab.
+ The is used to indicate priority: in Kanban view, priority Tasks or Issues will be displayed on top. This is especially useful if you use a Scrum methodology to indicate the tasks for the week. Similarly to Status, you can change the meaning of the Star indicator from the Project Stages tab.
6. Have Clear Responsibilities
- The person assigned to a task is responsible for its progress and their avatar is displayed in Kanban view for quick reference. Of course, responsibility for a task can change depending on its stage.
+ The person assigned to a task is responsible for its progress and their avatar is displayed in Kanban view for quick reference. Of course, responsibility for a task can change depending on its stage.
A great feature in Odoo is the integration of a Collaborative Notepad called Etherpad.
- It replaces the standard Description area in Tasks and Issues, and is extremely useful for several cases.
To use Collaborative Notepads, simply activate the corresponding option in your Project Settings.
+A great feature in Odoo is the integration of a Collaborative Notepad called Etherpad.
+ It replaces the standard Description area in Tasks and Issues, and is extremely useful for several cases.
To use Collaborative Notepads, simply activate the corresponding option in your Project Settings.
Timesheets are often essential for running a company.
They are also prone to human error, repetitive, annoying, and sometimes stressful to employees.
Fortunately, Odoo has may solutions to make them as efficient and painless as possible!
The same features as the Chrome extension, but on your mobile phone!
Extra useful for when you're with a customer or in a meeting.
@@ -719,10 +561,10 @@Every business is different.
Odoo allows you to customize every application and it's usually a good idea to customize screens to fit your project needs.
- We can add fields related to your business on any screen, for example: + We can add fields related to your business on any screen, for example:
- We can implement custom reports based on your Word or GoogleDocs templates, for example: + We can implement custom reports based on your Word or GoogleDocs templates, for example:
Create bills automatically based on Time & Material.
+ class="btn odoo_purple"> Install nowOrganize your company, from personal tasks to collaborative meeting minutes.
+ class="btn odoo_purple"> Install now - - -
A project usually involves many stakeholders, be it the project's sponsor, resources, customers or external contractors. But the most important person in a project is usually the Project Manager.
- In Odoo, the Project Managers have the responsibility of managing the Kanban view: they ensure smooth progression of the projects, minimal downtime between stages and optimal work distribution between resources.
Even if there is no specific field in Odoo, it's important to define a person responsible for each stage of your Project.
This person will have the responsibility for validating each stage and ensuring that the requirements to move to the next stage are met.
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Managing notifications is essential: too few and you risk missing critical information, too many and you will be overloaded with unnecessary information. The trick is to find the right balance between the projects, stages and tasks you want to be informed about. Fortunately, Odoo Project has many levels of notifications and messages you can choose from.
Create tasks and issues by email
- In Odoo, every project has an email alias. If you send an email to this alias, it will automatically create a task or issue in the first stage of the project, with all the email recipients as its default followers.
This is particularly useful to manage help and support: all incoming email from customers will be transformed into an issue that you'll be able to track easily!
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Usually, a project's team members are managed through weekly (or monthly) status meetings.
Sometimes, these meetings can last hours and expose participants to an overly detailed review of the project.
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Ask participants to prepare
- To run an effective meeting, prepare participants beforehand. Inform them of how they are expected to contribute.
For example, risk and issue owners should come prepared to share the status of their item and, ideally, a path to resolution.
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Prepare yourself as well
- As project manager, you also need to be fully prepared. There should be no surprises during the meeting. Surprises can undermine your ability to manage the project and cause team members to lose confidence in you.
Also, lead by example. When your team members see how prepared you are it will reinforce the need for each of them to be prepared for status meetings.
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Start with an answer.
- The worst question to ask is, "What did you do this week?" It invariably generates unnecessary, time-consuming dialogue from team members. Plus, you should already know what everyone on the team did during the week.
For example, risk and issue owners should come prepared to share the status of their item and, ideally, a path to resolution.
@@ -1104,10 +951,10 @@Exercise: Try to get a view of the workload for this week for all your employees (planned hours).
@@ -1138,8 +985,8 @@ Exercise 2Exercise: Try to create a graph with the monthly evolution of the 'Average delay to close' of Issues.
@@ -1175,23 +1022,26 @@- The Odoo Team
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- - The Odoo Team
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