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guillaume gallant (guga)auva-odoo
guillaume gallant (guga)
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[ADD] project: new top bar page
task-4277055 closes #11539 X-original-commit: 27b3c18 Signed-off-by: Audrey Vandromme (auva) <[email protected]> Signed-off-by: Guillaume Gallant (guga) <[email protected]>
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content/applications/services/project/project_management.rst

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@@ -76,3 +76,33 @@ may have **additional options** available.
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.. note::
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If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**,
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or other.
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Top bar
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=======
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In project management, reviewing the various records and documents related to a project is often
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necessary. Odoo Project’s **top bar** provides quick access to these essential resources. You can
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customize each project's top bar to match its specific needs.
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To set up the top bar for a project, go to the :guilabel:`Project` app, click the project's card,
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then click the top bar :icon:`fa-sliders` :guilabel:`(sliders)` button. In the bar that appears
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above the search bar, click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the records
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you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc.
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You can then click the buttons to access the related records without leaving the Project app. To
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return to your project tasks' Kanban view, click the :guilabel:`Tasks` button in the top bar.
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.. image:: project_management/top-bar.png
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:alt: Top bar selection menu
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Custom top bar buttons
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----------------------
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You can also create your own buttons to access more specific views:
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#. Click an existing top bar button to access the view.
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#. Customize the view with keywords, filters, and grouping options using the search bar.
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#. Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and select
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:guilabel:`Save View`.
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#. Edit the default button name if necessary, then enable :guilabel:`Shared` if you want to share
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the button with other users.
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