[IMP] essentials: move stages

content/applications/essentials.rst

@@ -4,6 +4,7 @@ Odoo essentials
 
 .. toctree::
 
+   essentials/stages
    essentials/activities
    essentials/reporting
    essentials/search

content/applications/services/helpdesk/overview/stages.rst → content/applications/essentials/stages.rst

@@ -2,8 +2,11 @@
 Stages
 ======
 
-*Stages* are used to organize the **Helpdesk** pipeline and track the progress of tickets. Stages
-are customizable, and can be renamed to fit the needs of each team.
+*Stages* are used to organize an app's pipeline and track the progress of configured items, from now
+on are referred to as cards.
+
+In apps these cards represent specific items, for example, in the **Helpdesk** app, stages track
+tickets. Stages are customizable, and can be renamed to fit the needs of each team.
 
 Create or modify stages
 =======================
@@ -13,11 +16,11 @@ Create or modify stages
    activate developer mode, go to :menuselection:`Settings app --> General Settings --> Developer
    Tools`, and click :guilabel:`Activate the developer mode`.
 
-To view or modify **Helpdesk** stages, go to :menuselection:`Helpdesk app --> Configuration -->
+To view or modify stages, go to the :menuselection:`desired app --> Configuration -->
 Stages`.
 
 The default list view on the :guilabel:`Stages` page displays the stages currently available in the
-**Helpdesk** app. They are listed in the order they appear in the pipeline.
+app. They are listed in the order they appear in the pipeline.
 
 To change the order of the stages, click the :icon:`oi-draggable` :guilabel:`(draggable)` icon, to
 the left of the stage name, and drag it to the desired place on the list.
@@ -27,7 +30,7 @@ the left of the stage name, and drag it to the desired place on the list.
          appear in the list.
 
 .. tip::
-   Change the stage order on the Kanban view of a **Helpdesk** team's pipeline by dragging and
+   Change the stage order on the Kanban view of a team's pipeline by dragging and
    dropping individual columns.
 
 To create a new stage, click the :guilabel:`New` button at the top-left of the stage list. Doing so
@@ -38,6 +41,26 @@ Choose a :guilabel:`Name` for the new stage.
 .. image:: stages/new-stage-details.png
    :alt: View of a stage's settings page in Odoo Helpdesk.
 
+Progress bar
+============
+
+The progress bar is visible above each stage, displaying the percentage breakdown of every status
+type for all the cards within that stage. Each status type has an assigned color that appears within
+the bar.
+
+The specific definition of these statuses changes depending on the app. For example, in the
+**Helpdesk** app, the progress bar for a stage consists of the :guilabel:`In progress`,
+:guilabel:`Ready`, and :guilabel:`Blocked` statuses by default.
+
+To see a detailed count, hover over a representative color, which activates a notification detailing
+the number of cards in the stage of that specific status.
+
+Clicking a status color filters the stage to show only cards with that status. The card count for
+the selected status appears next to the progress bar.
+
+.. image:: stages/stage-progress-bar-highlight.png
+   :alt: View of a stage's progress highlighting the activities that are due today.
+
 Add email and SMS templates to stages
 =====================================
 
@@ -69,30 +92,29 @@ Follow the same steps to select, edit, or create an :guilabel:`SMS Template`.
 Fold a stage
 ============
 
-By default, stages are unfolded in the Kanban view of either tickets dashboard: :guilabel:`My
-Tickets` (:menuselection:`Helpdesk app --> Tickets --> My Tickets`) or :guilabel:`All Tickets`
-(:menuselection:`Helpdesk app --> Tickets --> All Tickets`).
+By default, stages are unfolded in the Kanban view. If there is a Won or Closed stage, it is folded
+by default.
 
-Tickets in an unfolded stage are visible in the pipeline under the stage name, and are considered
+Cards in an unfolded stage are visible in the pipeline under the stage name, and are considered
 *open*.
 
-Stages can be configured to be folded in the Kanban view of a tickets page.
+Stages can be configured to be folded in the Kanban view of the pipeline page.
 
-The name of the folded stages are still visible, but the tickets in the stage are hidden from view.
+The name of the folded stages are still visible, but the cards in the stage are hidden from view.
 
 To fold a stage, tick the :guilabel:`Folded in Kanban` checkbox on the :guilabel:`Stages` form.
 
 .. warning::
-   Tickets that reach a *folded* stage are considered *closed*. Closing a ticket before the work is
+   Tickets that reach a *folded* stage are considered *closed*. Closing a card before the work is
    completed can result in reporting and communication issues. This setting should **only** be
    enabled for stages that are considered *closing* stages.
 
 Temporarily fold a stage
 ------------------------
 
-Stages can be temporarily folded in the Kanban view of the tickets pipeline, as well.
+Stages can be temporarily folded in the Kanban view of the pipeline, as well.
 
-View a specific team's pipeline by navigating to :menuselection:`Helpdesk app`, and clicking the
+View a specific team's pipeline by navigating to the desired app, and clicking the
 team's Kanban card.
 
 Hover the cursor at the top of the desired stage to fold temporarily, then click the :icon:`fa-gear`
@@ -102,11 +124,11 @@ Hover the cursor at the top of the desired stage to fold temporarily, then click
    :alt: Kanban view of a Helpdesk stage, with the temporary fold option emphasized.
 
 .. important::
-   Manually folding a stage from the Kanban view is temporary and does **not** close the tickets in
+   Manually folding a stage from the Kanban view is temporary and does **not** close the cards in
    the stage.
 
 Assign stages to a team
 =======================
 
-Make a selection in the :guilabel:`Helpdesk Teams` field on the :guilabel:`Stages` form. More than
+Make a selection in the :guilabel:`Teams` field on the :guilabel:`Stages` form. More than
 one team may be selected, since the same stage can be assigned to multiple teams.

content/applications/services/helpdesk/overview.rst

@@ -7,7 +7,6 @@ Overview
 .. toctree::
    :titlesonly:
 
-   overview/stages
    overview/receiving_tickets
    overview/help_center
    overview/sla