Suraj.mali@heinfricke.team: /* 6. Booking Time for a Task */

2025-11-27T07:16:22Z

6. Booking Time for a Task

← Older revision		Revision as of 07:16, 27 November 2025
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	As you can see in the screenshot above, the task '''“Test Scenario: Server Setup and Secure Remote Access”''' has been successfully created and now appears under the user story '''“Create a 6-month training program for Interns”''' in the '''In Progress''' section of the Taskboard.		As you can see in the screenshot above, the task '''“Test Scenario: Server Setup and Secure Remote Access”''' has been successfully created and now appears under the user story '''“Create a 6-month training program for Interns”''' in the '''In Progress''' section of the Taskboard.

	== ~~'''~~6. Booking Time for a Task~~'''~~ ==		== 6. Booking Time for a Task ==
	Once a task is created, you can log the time spent on it using the '''Book Time''' feature:		Once a task is created, you can log the time spent on it using the '''Book Time''' feature:

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	[[File:13.png\|center\|thumb\|979x979px]]		[[File:13.png\|center\|thumb\|979x979px]]

	== ~~'''~~7. Viewing All Your Time Bookings~~'''~~ ==		== 7. Viewing All Your Time Bookings ==

	* After saving time for entry, you can view all your logged hours by checking the '''“Time Bookings”''' section in the '''left-side column''' of the interface.		* After saving time for entry, you can view all your logged hours by checking the '''“Time Bookings”''' section in the '''left-side column''' of the interface.

Suraj.mali@heinfricke.team at 07:15, 27 November 2025

2025-11-27T07:15:42Z

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172.19.0.4: Created page with "'''Objective''' To guide employees on how to log in and accurately book their working hours (time entries) using the company’s internal Odoo system. '''Steps''' == 1. Accessing the Odoo Website == · Open your web browser (Chrome, Firefox, etc.). · Go to: ''https://odoo-chantalle.heinfricke.int/web/login'' == 2. Logging In == · On the homepage, click on the '''"Sign In"''' button (usually on the top right corn..."

2025-11-27T06:58:03Z

Created page with "'''Objective''' To guide employees on how to log in and accurately book their working hours (time entries) using the company’s internal Odoo system. '''Steps''' == 1. Accessing the Odoo Website == · Open your web browser (Chrome, Firefox, etc.). · Go to: ''<nowiki>https://odoo-chantalle.heinfricke.int/web/login</nowiki>'' == 2. Logging In == · On the homepage, click on the '''"Sign In"''' button (usually on the top right corn..."

New page

'''Objective'''

To guide employees on how to log in and accurately book their working hours (time entries) using the company’s internal Odoo system.

'''Steps'''

== 1. Accessing the Odoo Website ==
· Open your web browser (Chrome, Firefox, etc.).

· Go to: ''<nowiki>https://odoo-chantalle.heinfricke.int/web/login</nowiki>''

== 2. Logging In ==
· On the homepage, click on the '''"Sign In"''' button (usually on the top right corner).

· Enter your '''username/email''' and '''password''' (your system ID and Password) example (id: firstname.lastname , pwd : system_password)

· Click '''Login'''.

{| class="wikitable"
|'''Menu Item'''
|'''Purpose / When to Use'''
|-
|'''My Tasks'''
|Shows only tasks assigned to you personally — quick daily access.
|-
|'''Taskboard'''
|Kanban board to visualize progress (To Do → In Progress → Completed). Drag & drop tasks between stages.
|-
|'''Projects'''

|View the list of projects assigned to you. Only the Odoo Admin Team can create projects. Users can '''see''' and '''work within''' assigned projects.
|-
|'''Tasks'''
|View all tasks, create new ones under stories, and track work items.
|-
|'''User Stories'''
|Create and manage high-level features or goals. Every task should belong to a story.
|-
|'''Time Bookings'''
|Log the time you spent on specific tasks (connected to time tracking).
|-
|'''Time Bookings Delay Report'''
|Review if you've missed any time entries or submitted late logs. Useful for managers or audits.
|}

== 3. Accessing the Project Section ==
1.    After logging in to the Odoo portal, navigate to the left sidebar.

2.    Click on '''“Projects”''' under the '''Chantalle Management''' section.

3.    You will see a list of '''projects assigned to you'''.

4.    Click on any project to:

a.    View its description, team members, and related tasks or user stories.

b. Track your progress on that project.

'''Note:''' You '''cannot create a new project'''. Only the '''Odoo Admin Team''' can create and assign projects.

'''As you can see''', we have ongoing projects displayed with details like:
{| class="wikitable"
|'''Project Name'''
|'''Project Lead '''
|'''Time Budget'''
|'''Estimated Effort'''
|'''Total Effort'''
|-
|Training-Interns
|Aparna Mohod
|200:00
|552:00
|711:05
|}

== 4. Creating User Stories ==
1.    After logging in, go to the '''left sidebar''' and click on '''“User Stories”''' under the '''Chantalle Management''' section.

2.    You will see a list of existing user stories.

3.    To create a new story, click the '''“Create”''' button (top left).

4.    In the creation form, fill out the following fields:

{| class="wikitable"
|
|'''Description'''
|-
|'''Story Title'''
|A short, clear description of the functionality or goal ''(e.g., “Add Search Filter to Project View”)''
|-
|'''Project'''
|Select the '''project''' this story belongs to ''(only from the ones assigned to you)''
|-
|'''Iteration'''
|''(Optional)'' Select the '''sprint''' or iteration if you're working in a structured agile cycle
|-
|'''Product Specification Node'''
|''(Optional)'' Link the story to a specific '''product module or feature''' if applicable
|-
|'''Priority'''
|Choose the story's importance ''(e.g., Lowest, Low, Medium, High, Urgent)''
|-
|'''Estimated Effort'''
|Enter the estimated amount of work time expected ''(e.g., 02:00 for 2 hours)''
|-
|'''Total Effort (computed)'''
|This will be '''automatically calculated''' based on time logged via tasks/subtasks
|-
|'''Remaining Estimated Time'''
|Also '''auto calculated''', showing how much estimated time is left for the story
|-
|'''Description'''
|Add a '''detailed explanation''' of what the story is about, including:
|}

5.    Once all required details are filled in, click the '''“Save”''' button to create the user story.

'''Once created, the User Story will automatically appear on your Taskboard as a card''', where you can manage its progress through different stages (e.g., To Do, In Progress, Complete).

'''For example''', as you can see in the screenshot, there is a user story titled:

'''''“Create a 6-month training program for Interns”'''''

This serves as a '''parent-level story''', and within this story, you can add smaller, actionable '''tasks''' that contribute to achieving the overall goal.

For instance, inside this story, we have a task titled:

'''''“Test Scenario: Server Setup and Secure Remote Access”'''''

== 5. Creating Tasks Under a User Story (from Taskboard) ==
Once you’ve created a user story, you can add tasks directly from the '''Taskboard'''. Follow these steps:

1.    Go to the left sidebar and click on '''“Taskboard”''' under the Chantalle Management section.

''2.   '' In the Taskboard view, locate the user story under which you want to create tasks.

For example: ''“Create a 6-month training program for Interns”''

3.    Click the '''“+” (plus)''' button beneath the story card.

You will see a '''“+” (plus)''' icon '''next to or beneath''' the user story card.

Click this icon to add a new task to the story.

4.    In the task creation pop-up, enter the following details:

o '''Add title''' (e.g., ''“Test Scenario: Server Setup and Secure Remote Access”'')

o Add a '''description''', '''assignee''', or '''estimated hours.'''

5.    Click '''“Save”''' to add the task.

· The new task will appear nested under the selected user story in the Taskboard.

''Below attached is the blank task form and the filled task form above — just refer to that for clarity.''

As you can see in the screenshot above, the task '''“Test Scenario: Server Setup and Secure Remote Access”''' has been successfully created and now appears under the user story '''“Create a 6-month training program for Interns”''' in the '''In Progress''' section of the Taskboard.

== '''6. Booking Time for a Task''' ==
Once a task is created, you can log the time spent on it using the '''Book Time''' feature:

· Click on the task card you’ve created on the Taskboard.

· In the top-left corner of the task detail view, click '''“Book Time.”'''

· A pop-up will appear where you need to manually enter:

o '''Date''' – The date on which the work was done.

o '''Hours''' – The number of hours spent on the task.

· After entering the details, click '''“Save.”'''

'''After booking the time, if the task is completed, make sure to move the task card to the "Complete" column''' by dragging it from the current stage (e.g., “In Progress”) to '''“Complete.”'''

== '''7. Viewing All Your Time Bookings''' ==
· After saving time for entry, you can view all your logged hours by checking the '''“Time Bookings”''' section in the '''left-side column''' of the interface.

· This section lists '''all your previous time entries''', including:

o The '''task''' they were booked for

o The '''date''' of work

o The '''hours''' logged

· Use this section to '''review or verify your time contributions''' across different tasks.

This helps maintain a clear log of your efforts and ensures transparency in the project timeline.

Time Booking - Revision history

Suraj.mali@heinfricke.team: /* 6. Booking Time for a Task */

Suraj.mali@heinfricke.team at 07:15, 27 November 2025