From 1ec9c34b0f54940231c1aa9629652281d3fa97b6 Mon Sep 17 00:00:00 2001 From: jero-odoo Date: Wed, 29 May 2024 15:16:08 -0400 Subject: [PATCH] [IMP] essentials: activities updates closes odoo/documentation#9634 X-original-commit: 5f566009c7fc7a61275709532629202c24d3a132 Signed-off-by: Jessica Rogers (jero) Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com> Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com> Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com> --- .../applications/essentials/activities.rst | 84 +++++++++--------- .../essentials/activities/kanban.png | Bin 5618 -> 0 bytes 2 files changed, 40 insertions(+), 44 deletions(-) delete mode 100644 content/applications/essentials/activities/kanban.png diff --git a/content/applications/essentials/activities.rst b/content/applications/essentials/activities.rst index 88daaa276..781a37f7c 100644 --- a/content/applications/essentials/activities.rst +++ b/content/applications/essentials/activities.rst @@ -2,20 +2,22 @@ Activities ========== +.. |clock| replace:: :icon:`fa-clock-o` :guilabel:`(clock)` icon + *Activities* are follow-up tasks tied to a record in an Odoo database. .. _activities/important: -The icon used to display activities varies depending on the :ref:`activity type `: +The icon used to display activities varies, depending on the :ref:`activity type +`: -- :guilabel:`🕘 (clock)`: the default icon, which appears if nothing is scheduled. -- :guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled. -- :guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled. -- :guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled. -- :guilabel:`(group of people)`: this icon appears if a meeting is scheduled. -- :guilabel:`(arrow pointing up above a line)`: this icon appears if a document is scheduled to be - uploaded. -- :guilabel:`(pencil in a box)`: this icon appears if a signature request is scheduled. +- :icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon. +- :icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled. +- :icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled. +- :icon:`fa-check` :guilabel:`(check)` icon: a "to-do" is scheduled. +- :icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled. +- :icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be uploaded. +- :icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature request is scheduled. Schedule activities =================== @@ -44,13 +46,9 @@ Schedule Activity form `. Kanban view ----------- -Another way that activities are created is from the Kanban view in an application. +Activities can also be created from the :icon:`oi-view-kanban` :guilabel:`(Kanban)` view. -.. image:: activities/kanban.png - :align: center - :alt: The Kanban icon in the top menu, highlighted. - -To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of an individual record. +To do so, click on the |clock| located at the bottom of an individual record. Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the Schedule Activity form `. @@ -60,28 +58,26 @@ Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the Sch :alt: Kanban view of the CRM pipeline and the option to schedule an activity. .. note:: - If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon is replaced by the - icon that represents the existing scheduled activity. Click on the activity type's icon to - schedule another activity. + If a record already has a scheduled activity, the |clock| is replaced by the icon that represents + the existing scheduled activity. Click on the activity type's icon to schedule another activity. .. _activities/list: List view --------- -Activities can also be created from a list view. +Activities can also be created from a :icon:`oi-view-list` :guilabel:`(list)` view. -If the :guilabel:`Activities` column is hidden, reveal it using the :guilabel:`(additional options -toggle)` icon in the far-right of the top row, represented by two horizontal lines with two dots. +If the :guilabel:`Activities` column is hidden, reveal it using the :icon:`oi-settings-adjust` +:guilabel:`(settings adjust)` icon in the far-right of the top row. -Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is being added to, then -click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form -` that appears. +Then, click on the |clock| for the record the activity is being added to, and click :guilabel:`+ +Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form ` that +appears. .. note:: - If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon is replaced by the - icon that represents the existing scheduled activity. Click on the activity type's icon to - schedule another activity. + If a record already has a scheduled activity, the |clock| is replaced by the icon that represents + the existing scheduled activity. Click on the activity type's icon to schedule another activity. .. image:: activities/schedule-list-activity.png :align: center @@ -92,10 +88,10 @@ click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity view ------------- -Most applications in Odoo have an *Activity* view available. If available, a :guilabel:`🕘 (clock)` -activity icon is visible in the top-right of the main menu bar. +Most applications in Odoo have an *Activity* view available. If available, a |clock| is visible in +the top-right corner of the main menu bar, amongst the other view option icons. -To open the activity view, click the :guilabel:`🕘 (clock)` activity icon. +To open the activity view, click the |clock|. .. image:: activities/activities.png :align: center @@ -114,12 +110,12 @@ If multiple activity types are scheduled for a record, a number appears in the b total number of scheduled activities. .. note:: - Activity colors, and their relation to an activity's due date, is consistent throughout Odoo, + Activity colors, and their relation to an activity's due date, are consistent throughout Odoo, regardless of the activity type, or the view. -To schedule an activity for a record, hover over the corresponding field, and a :guilabel:`➕ (plus -sign)` appears. Click the :guilabel:`➕ (plus sign)`, and then :ref:`fill out the Schedule Activity -form `. +To schedule an activity for a record, hover over the corresponding field. Click the :icon:`fa-plus` +:guilabel:`(plus)` icon that appears, and then :ref:`fill out the Schedule Activity form +`. .. image:: activities/activity-view.png :align: center @@ -140,12 +136,6 @@ Enter the following information on the form: - :guilabel:`Activity Type`: select the type of activity from the drop-down menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other applications are installed, additional options may be available. - - .. note:: - Individual applications have a list of dedicated :ref:`activity types `. For - example, installing the *Sales* application makes :guilabel:`Order Upsell` available, while - installing the *Sign* application makes :guilabel:`Request Signature` available. - - :guilabel:`Summary`: enter a short title for the activity, such as `Discuss Proposal`. - :guilabel:`Due Date`: using the calendar popover, select the activity's deadline. - :guilabel:`Assigned to`: by default, the current user populates this field. To assign a different @@ -187,11 +177,11 @@ buttons: All scheduled activities ======================== -To view a consolidated list of activities, organized by application, click the :guilabel:`🕘 -(clock)` icon in the header menu, located in the top-right. +To view a consolidated list of activities, organized by application, click the |clock| in the header +menu, located in the top-right corner. If any activities are scheduled, the number of activities appear in a red bubble on the -:guilabel:`🕘 (clock)` icon. +|clock|. All activities for each application are further divided into subsections, indicating where in the application the activity is to be completed. Each sub-section lists the number of scheduled @@ -252,6 +242,11 @@ To view the currently configured types of activities in the database, navigate t Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found. +.. tip:: + Individual applications have a list of *Activity Types* dedicated to that application. For + example, to view and edit the activities available for the *CRM* application, go to + :menuselection:`CRM app --> Configuration --> Activity Types`. + .. image:: activities/activity-list.png :align: center :alt: The list of activity types already configured and available. @@ -264,7 +259,7 @@ activity type form loads. Make any desired changes to the activity type form. The form automatically saves, but it can be saved manually at any time by clicking the :guilabel:`Save Manually` option, represented by a -:guilabel:`(cloud upload)` icon, located in the top-left corner of the page. +:icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon, located in the top-left corner of the page. Create new activity types ------------------------- @@ -347,3 +342,4 @@ It is possible to have another activity either suggested or triggered. To do so, .. seealso:: - :doc:`../productivity/discuss` - :doc:`../productivity/discuss/team_communication` + - :doc:`../sales/crm/optimize/utilize_activities` diff --git a/content/applications/essentials/activities/kanban.png b/content/applications/essentials/activities/kanban.png deleted file mode 100644 index b3b4ae39ed99ed9cbc96d91ce47089b4712978f4..0000000000000000000000000000000000000000 GIT binary patch literal 0 HcmV?d00001 literal 5618 zcmZ`-cQhMb*fv{RwW!ic)v6I~?blDdZSe#P+3D)T?cz*vm<|hfRM^Facw}tn2c)LNP^79*SDJ_ z62P(M$HtC>Dl~nVtAdgA0OXd=VzF(%+g=dc&6!n5jzb@S<)U> z2c*f(&Ao(+CsS-Vuvb)gd9`=QKb zCN4?KS9LiVSVr2z61p1?P5_`!2MqxLvoFsKbz{5Fx=%>@AE(RaF9+37lkzYe97v0p2L6)J2{$0>3`0mHTMKgy7Vg~)4=x_(? zu0#jYc3XRV;88Ss_pkabP z>|x<}AIc$Eks5x!w^#XXP%5Iw)5f~ZPxGL%&c9(FF+u8iuK-RQ%Wmx}o!C7%IR27@ zuv3G$fi*vecmt%oM~_M9+}J-0OKm+v`=2Ye;aPS{Pv?$Em&eDbD2MKCl94KSxb|b1 z-&;#B#OmPitWj0pVEie3oao~5;S5bS@J!#(;D|+!MhH}$`t+Vy`Jt@sMA$5?b z-c@Ix=JJNa;YwdMg{Aq{h0?HeM-5`K=JwFha6wQ`$C4(*JHzc=l2?L)j!)~tX03-F z{7XOakQ8ldx)B_!i!2RsRLPDD3X1zuEvaf-vXU+#BbkUvGc?&JlCqPUpI0_Cjc)@i z0suk@Yd+y8!(+~&=?4p>^(CyOLL|VU0Hc|O^;B0evN@~OG<@U=h-oi&d%6@Mhw)0s zXeU+b!7L>-h9tG{e`eE#Gyrb31{FdmGP0W~IvT2`ez=|7Kx@{u=Dt3YXg^pFHI+WE zw?QN;byiR8EVX%aoaZf8@Z%1)M-PS7uyn#jsACMbBx(%B!f#td{stS#2TgxoFYpBP zNm@YqB#&6ExU+GQlV`LrIJC_mFCkyoVx9PNkC`Ld|J{7<*@#!*!i8v8n9BVdG*lGf z{{sbqhChMU!G|lG-`h7t0!M?3ZYl5ou0LAw3VzP)33YFi>9-BHXe+e0w_lszHb>e# z3{$KB*0`f;xJ9lxN-r_h}d3Kz?SVdefk$HFgMX}$1TAN-sA#tBbgvSp3lMQEk z8Q-sa#0|IHYA@z7Gdw9$?2lR>c+Z}>nxxuQp{b#P&=)wI>W*tGEL2s!;E&!tP8ka& z<|+0w8oCB(j1ca^r9KH59`qJdAKz+ha4Eej%pDjw$h{KZG%E@$sjPGjFk~>}WA}7r ziLDoMrm4Tb0QSuj-yP)<1RBwKx1M@M>yU)(v^N{uyC26XAC0;&d)`BDJd_{2k&&(* zrjFwI8m)75>@z-1L1$GVz&>!gt7R9xg;oMS0Ge%QvdcYhsoRL9%{PAhD@?Y<;iW5& z$EX!5>eVVZhCN+fL#NAjcqS_a&y5|jsulB0hjbG$ZYx5{ch^exA*B|+?WTQ>RDg1?S(!o$yR|N zK?{?AW+ajWT)?xEv^vWX7tT6OM#^n0AKy}=MJaF^WhMIAo_tBXu1$Xu`2JFDNF2Wu zN6Oj}cYo8~5|G@#bUjjK`vjcQQ1Tc#a;HJ@y}7Xl<>vn9dktZ#`T&u2@KiZ70KKJF zTl(UsXm-blLNAGhtA|sIQc|pdy+ca+v8}1HhFmQX#;Ju6hFM)c4qJDp7S_Q*Z!t4u zDX-cr6aAv(s~0~A6V7CQr~NjLP>GLO`fD7aEL~C3HZE-xc2v*U@U2tbHH5B4+P7AP zb5Mzs0^1bENt>5CPvNLcP(u5xPYh|^QO%HK!`{@pPJ=7pVA6YPjgKQH6}L<(RH_VA z?k*BvzBPL!#K;QK>3|litH!v%OS-Xi2hP>c)#XEe~dy+QC*Lsl_G+@Q1m>uQg-2cHnZ-Q5n zO4%4*q#EdD)~E;M&9^7|b~|EUkR&I`Va~tG(Oe8;V>Sumw|Oi@4+eG&*x0u`bP?h( zM@qhL#ThvyOi$ARjkyCEL9rLcO~f1IzNIrRZw%;F?XovyYue& zgYKZQ)J1C=L~a2ad-o!1^s;aAF_p84;BeP;8O!UEVJ65qjAD}B%{9A3LC*4?lwBe; 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