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[ADD] Project: New page about visibility and collaboration #14040

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task-4946930

@guga-odoo guga-odoo requested a review from a team July 15, 2025 14:44
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robodoo commented Jul 15, 2025

Pull request status dashboard

@C3POdoo C3POdoo requested a review from a team July 15, 2025 14:45
@auva-odoo auva-odoo requested review from auva-odoo and removed request for a team July 18, 2025 07:40
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Thank you for your work @guga-odoo ! Since this feature is relatively minor and, as I understand it, part of the standard project settings, I’d suggest adding it to the Project Management page (as a sub-section of Configuraiton) rather than creating a new one. My review comments reflect that approach (e.g. we won't need to repeat how to access the project settings) but let's discuss this if you see it differently!

Comment on lines +18 to +21
- :guilabel:`Invited internal users (private)`: When following a project, internal users will have
access to all of its tasks without distinction. Otherwise, they will only have access to the
specific tasks they are following. A user with the Project app administrator access rights level
can still access the project and its tasks, even if they are not listed as followers.
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  • Let's try to avoid using the future tense where possible.
  • I'm not sure I understand; by "otherwise", did you mean "if this option is selected"? The following suggestion assumes you did; feel free to change it (and clarify) if you didn't 😉.
Suggested change
- :guilabel:`Invited internal users (private)`: When following a project, internal users will have
access to all of its tasks without distinction. Otherwise, they will only have access to the
specific tasks they are following. A user with the Project app administrator access rights level
can still access the project and its tasks, even if they are not listed as followers.
- :guilabel:`Invited internal users (private)`: Only users following the project and users with the Project Administrator :doc:`access right <add link to this doc: https://www.odoo.com/documentation/master/applications/general/users/access_rights.htm>` can access the project and its tasks.

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You got it right!
Also, sorry about the future tense. I thought the tool tips in the apps were well phrased and saw an opportunity to streamline the doc with the app tool tips, but then I forgot about the tense. Thanks for the reminder!

- :guilabel:`Edit`: Collaborators can view and edit all tasks in the Kanban view and choose which
tasks they want to follow.

To revoke an invited collaborator's access, click the :icon:`fa-trash-o` :guilabel:`(fa-trash-o)`
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Suggested change
To revoke an invited collaborator's access, click the :icon:`fa-trash-o` :guilabel:`(fa-trash-o)`
To revoke an invited collaborator's access, click the :icon:`fa-trash-o` :guilabel:`(delete)`

or you could use "trash" but I would definitely remove the "technical" part of the icon's name 😉
And should we repeat the "Click the Share project button" part, just in case? (i was actually expecting to find the user's name under the Visibility field and had to check (but it might just be me!)

Comment on lines +54 to +56
In any case, an internal user with no project access rights can still access a task, provided
that they are given the corresponding URL (and that they are part of the followers if the project
is private).
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Suggested change
In any case, an internal user with no project access rights can still access a task, provided
that they are given the corresponding URL (and that they are part of the followers if the project
is private).
Internal users without access to the project can still access a task if the URL has been shared with them. For private projects, they must also be a follower of the task.

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3 participants