2020-06-04 13:45:29 +07:00
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====================================
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Get Organized by Planning Activities
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====================================
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When you plan activities you minimize the risk of uncertainties, as you provide clear directions
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for the course of your next action. In addition to that, you do not leave space for wasteful
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activities and reduce the chance of having overlapping actions between team members.
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Where do I see my schedule activities?
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======================================
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Access and manage your activities wherever you are in Odoo by the *Activities* menu.
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.. image:: media/activities_menu.png
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:align: center
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:height: 300
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:alt: View of crm leads page emphasizing the activities menu for Odoo Discuss
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Plan activities
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===============
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2020-10-30 15:20:27 +07:00
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Activities can be planned and managed from the chatter by clicking on *Schedule activity*,
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or through Kanban views.
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2020-06-04 13:45:29 +07:00
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.. image:: media/schedule_activity.png
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:align: center
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:height: 300
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:alt: View of crm leads and the option to schedule an activity for Odoo Discuss
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Set your activity types
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-----------------------
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A number of activities types are available by default in Odoo (call, email, meeting, etc.). However,
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you can set new ones going to :menuselection:`Settings --> Activity types`.
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.. image:: media/settings_activities_types.png
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:align: center
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:height: 300
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:alt: View of the settings page emphasizing the menu activity types for Odoo Discuss
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.. tip::
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2020-09-22 20:24:20 +07:00
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If you need to create an activity type with an available calendar, make sure to create
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2020-06-04 13:45:29 +07:00
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it with an *Action to Perform* set as *Meeting*.
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Recommend next activities
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-------------------------
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Odoo helps you to plan a flow of activities by allowing you to set *Recommended Next Activities*.
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.. image:: media/recommended_activities.png
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:align: center
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:alt: View of an activity type form emphasizing the field recommended next activities for Odoo
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Discuss
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Once the respective activity is completed, select *Done & Schedule Next* and next steps are
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suggested to you.
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.. image:: media/schedule_recommended_activity.png
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:align: center
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:alt: View of an activity being schedule emphasizing the recommended activities field being
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shown for Odoo Discuss
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.. seealso::
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- :doc:`get_started`
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2020-09-22 20:24:20 +07:00
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- :doc:`team_communication`
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