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guillaume gallant (guga)
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[REF] Planning: create new field service page in planning
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content/applications/services.rst

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services/project
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services/timesheets
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services/planning
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services/field_service
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services/helpdesk

content/applications/services/field_service.rst

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content/applications/services/field_service/creating_tasks.rst

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content/applications/services/field_service/planning_itinerary.rst

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content/applications/services/field_service/product_management.rst

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content/applications/services/field_service/worksheets.rst

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content/applications/services/planning.rst

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- :guilabel:`Project`: If the Project app is installed in your database, this field allows you to
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link the project to the shift is available, allowing you to plan and track shifts dedicated to
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work on the selected project.
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- :guilabel:`Task`: If a project is selected, you can select a task within that project.
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- :guilabel:`Sales Order Item`: If the Sales app is installed in your database, this field allows
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you to link a sales order to the shift.
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- :guilabel:`Repeat`: Click the :icon:`fa-repeat` :guilabel:`(repeat)` button and configure the
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go to :menuselection:`Planning --> Configuration --> Settings` and edit the
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:guilabel:`Recurring Shifts`.
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- :guilabel:`Additional note sent to the employee`: Click on the field to add a note.
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- :guilabel:`Note`: Click on the field to add an additional note.
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- :guilabel:`Worksheet`: Add information and instructions for
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:doc:`field service shifts <planning/field_service>`.
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- :guilabel:`Date`: Choose the date and time of your shift. This is the only mandatory field when
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creating a shift.
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- :guilabel:`Allocated time`: Is calculated based on the date and the employee’s :guilabel:`Working
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Schedule`. See more in :ref:`Shift Templates <planning/templates>`.
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- :guilabel:`Company`: Select the desired company if you are managing multiple companies in Odoo.
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Click :guilabel:`Publish & Save` to confirm the shift and send the assigned employee their schedule
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by email.
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- Only the shifts matching the employee's roles are displayed in their schedule.
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- Unassigning shifts is not available for shifts in the past.
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.. toctree::
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:titlesonly:
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planning/field_service

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