[ADD] discuss: Get organized by planning activities

Original doc: https://docs.google.com/document/d/1vWO0A5FqKItFgRq3QM-t-enXyD1h5MFRxdoXjyHi6yg/edit
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Yannick Tivisse 2018-03-07 17:05:42 +01:00
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discuss/monitoring
discuss/mentions
discuss/team_communication
discuss/plan_activities
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discuss/email_servers

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====================================
Get organized by planning activities
====================================
Planning activities is the perfect way to keep on track with your work.
Get reminded of what needs to be done and schedule the next activities
to undertake.
Your activities are available wherever you are in Odoo. It is easy to
manage your priorities.
.. image:: media/plan_activities01.png
:align: center
Activities can be planned and managed from the chatters or in the kanban
views. Here is an example for opportunities :
.. image:: media/plan_activities02.png
:align: center
Set your activity types
=======================
A number of generic activities types are available by default in Odoo
(e.g. call, email, meeting, etc.). If you would like to set new ones, go
to :menuselection:`Settings --> General settings --> Activity types`.
Schedule meetings
=================
Activities are planned for specific days. If you need to set hours, go
with the *Meeting* activity type. When scheduling one, the calendar
will simply open to let you select a time slot.
.. tip::
If you need to use other activity types with a calendar
planning, make sure their *Category* is set as *Meeting*.