bdc05ff387
Original doc: https://docs.google.com/document/d/1vWO0A5FqKItFgRq3QM-t-enXyD1h5MFRxdoXjyHi6yg/edit
39 lines
1.2 KiB
ReStructuredText
39 lines
1.2 KiB
ReStructuredText
====================================
|
|
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*.
|
|
|