Draft:Video Presentation (Dolibarr features) - Projects - Revision history

Eldy at 09:48, 27 March 2020

2020-03-27T09:48:03Z

← Older revision		Revision as of 09:48, 27 March 2020
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			{{TemplateAssoEn}}
			{{Draft}}
			[[Category:Video]]

			'''Story board for Module Project:'''

			'''Video Title:''' Why and how to use projects in Dolibarr (opportunities, tasks, timesheet, ...)


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	\|colspan="2" \|Title slide: Tasks management		\|colspan="2" \|Title slide: Tasks management
	\|-		\|-
	\|TODO		\|TODO Create tasks
	\|TODO		\|TODO Show Gantt diagram
	\|-		\|-
	\|colspan="2" \|Title slide: TimeSheets		\|colspan="2" \|Title slide: TimeSheets

Eldy at 09:45, 27 March 2020

2020-03-27T09:45:47Z

← Older revision		Revision as of 09:45, 27 March 2020
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	\|TODO: Show how to enable the module project from the setup, show how to create project and choose the usage of the project (Opportunity management, Task management, Time sheet or to group any other information of Dolibarr)		\|TODO: Show how to enable the module project from the setup, show how to create project and choose the usage of the project (Opportunity management, Task management, Time sheet or to group any other information of Dolibarr)
	\|-		\|-
	colspan="2" \|Title slide: Opportunities		\| colspan="2" \|Title slide: Opportunities
	\|-		\|-
	\|TODO		\|TODO
	\|TODO		\|TODO
	\|-		\|-
	colspan="2" \|Title slide: Tasks management		\|colspan="2" \|Title slide: Tasks management
	\|-		\|-
	\|TODO		\|TODO
	\|TODO		\|TODO
	\|-		\|-
	colspan="2" \|Title slide: TimeSheets		\|colspan="2" \|Title slide: TimeSheets
	\|-		\|-
	\|If you are an employee, assign a particular task to yourself if your supervisor hasn't already assigned it to you.		\|If you are an employee, assign a particular task to yourself if your supervisor hasn't already assigned it to you.
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	\|Click to show the tab to enter on a monthly basis. No need to enter data.		\|Click to show the tab to enter on a monthly basis. No need to enter data.
	\|-		\|-
	colspan="2" \|Title slide: The 360 View		\|colspan="2" \|Title slide: The 360 View
	\|-		\|-
	\|TODO Show that projects can also be used for a 360 view of your activity by grouping Quotation, Order, Invoices, Time spent, etc in the same view.		\|TODO Show that projects can also be used for a 360 view of your activity by grouping Quotation, Order, Invoices, Time spent, etc in the same view.
	\|Click to show the tab "Preview" of a project		\|Click to show the tab "Preview" of a project
	\|}		\|}

Eldy: Created page with " {| class="wikitable" |'''Voice Over''' |'''Visuals in the Video''' |- |TODO: Say that Dolibarr is a modular application and that you can enable the features of your choice...."

2020-03-27T09:45:03Z

Created page with " {| class="wikitable" |'''Voice Over''' |'''Visuals in the Video''' |- |TODO: Say that Dolibarr is a modular application and that you can enable the features of your choice...."

New page

{| class="wikitable"
|'''Voice Over'''
|'''Visuals in the Video'''
|-
|TODO: Say that Dolibarr is a modular application and that you can enable the features of your choice. Among them, there is the module "Project". The module project can be used for several different purposes
|TODO: Show how to enable the module project from the setup, show how to create project and choose the usage of the project (Opportunity management, Task management, Time sheet or to group any other information of Dolibarr)
|-
colspan="2" |Title slide: Opportunities
|-
|TODO
|TODO
|-
colspan="2" |Title slide: Tasks management
|-
|TODO
|TODO
|-
colspan="2" |Title slide: TimeSheets
|-
|If you are an employee, assign a particular task to yourself if your supervisor hasn't already assigned it to you.
|The complete process of creation and approval of timesheets is presented into the Video about the "Project" module.
|-
|Show assigning a task to self.
|Show URL of our Youtube channel with a text "Watch our videos on ..."
|-
|Once a task is assigned, you will be able to enter hours for the task on a monthly, weekly or daily basis.
|Click on the appropriate tab menus such as “Input per month” etc.
|-
|Here's how you can fill out the hours spent for this task on a daily basis.
|Fill in the hours on a daily basis.
|-
|And here's how you would fill in the hours on a weekly basis.
|Fill in the hours on a weekly basis.
|-
|Note that you can also enter time on monthly daily basis.
|Click to show the tab to enter on a monthly basis. No need to enter data.
|-
colspan="2" |Title slide: The 360 View
|-
|TODO Show that projects can also be used for a 360 view of your activity by grouping Quotation, Order, Invoices, Time spent, etc in the same view.
|Click to show the tab "Preview" of a project
|}