@@ -76,3 +76,33 @@ may have **additional options** available.
76
76
.. note ::
77
77
If an activity is **already ** scheduled, the icon may change to a **phone **, **group of people **,
78
78
or other.
79
+
80
+ Top bar
81
+ =======
82
+
83
+ In project management, reviewing the various records and documents related to a project is often
84
+ necessary. Odoo Project’s **top bar ** provides quick access to these essential resources. You can
85
+ customize each project's top bar to match its specific needs.
86
+
87
+ To set up the top bar for a project, go to the :guilabel: `Project ` app, click the project's card,
88
+ then click the top bar :icon: `fa-sliders ` :guilabel: `(sliders) ` button. In the bar that appears
89
+ above the search bar, click the :icon: `fa-sliders ` :guilabel: `(sliders) ` button to select the records
90
+ you want to display, such as timesheets, sales orders, invoices, documents, dashboards, etc.
91
+
92
+ You can then click the buttons to access the related records without leaving the Project app. To
93
+ return to your project tasks' Kanban view, click the :guilabel: `Tasks ` button in the top bar.
94
+
95
+ .. image :: project_management/top-bar.png
96
+ :alt: Top bar selection menu
97
+
98
+ Custom top bar buttons
99
+ ----------------------
100
+
101
+ You can also create your own buttons to access more specific views:
102
+
103
+ #. Click an existing top bar button to access the view.
104
+ #. Customize the view with keywords, filters, and grouping options using the search bar.
105
+ #. Click the :icon: `fa-sliders ` :guilabel: `(sliders) ` button in the top bar and select
106
+ :guilabel: `Save View `.
107
+ #. Edit the default button name if necessary, then enable :guilabel: `Shared ` if you want to share
108
+ the button with other users.
0 commit comments