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 b3b4ae39e..000000000 Binary files a/content/applications/essentials/activities/kanban.png and /dev/null differ