13 KiB
Event tracks
Odoo Events provides the ability to create, schedule, and manage talks, lectures, demonstrations, presentations, etc., which known as Tracks in Odoo.
The Odoo Events application also has an option to allow event attendees to propose talks (tracks) for an event, which can then be approved (or disapproved).
Configuration
First, there are some settings that need to be enabled, in order to get the most out of event tracks.
To do that, navigate to {menuselection}Events app --> Configuration --> Settings
, and tick the
checkbox beside the {guilabel}Schedule & Tracks
setting. Doing so provides the ability to manage
and publish an event schedule with various tracks.
Also, when that setting checkbox is ticked, two additional setting options appear beneath it:
{guilabel}Live Broadcast
and {guilabel}Event Gamification
.
:align: center
:alt: The Schedule and Tracks setting in the Odoo Events app, along with corresponding
: options.
The {guilabel}Live Broadcast
option provides the ability to air tracks online through a YouTube
integration.
The {guilabel}Event Gamification
options provides the ability to share a quiz with track attendees
once the track is over, in order to test how much they learned.
:::{note}
With the {guilabel}Event Gamification
setting enabled, an {guilabel}Add Quiz
button appears
on track forms, providing the ability to {ref}quickly create a quiz <events/track-add-quiz>
specific to the topic related to that particular track.
:::
Once all desired settings have been enabled, be sure to click the {guilabel}Save
button in the
upper-left corner of the {guilabel}Settings
page.
Event Tracks page
To access, modify, and/or create tracks for an event, first navigate to a preconfigured event, or
{doc}create a new one <create_events>
from the Events application.
To do that, navigate to {menuselection}Events app
, and either select a pre-existing event from the
{guilabel}Events
dashboard, or create a new one by clicking {guilabel}New
.
Once on the desired event form, click into the {guilabel}Tracks
smart button at the top of the
form.
:::{tip}
If the {guilabel}Tracks
smart button is not readily available, click the {guilabel}More
{icon}fa-sort-desc
drop-down menu to reveal hidden smart buttons. Then, click
{guilabel}Tracks
from the resulting drop-down menu.
:::
Clicking the {guilabel}Tracks
smart button reveals the {guilabel}Event Tracks
page for that
particular event, which presents all the tracks (both scheduled and proposed) for the event, if
there are any.
:align: center
:alt: Typical event tracks page for an event in the Odoo Events application.
The tracks are presented in a default {icon}oi-view-kanban
{guilabel}(Kanban)
view, but there is
also the option to view these tracks in a {icon}oi-view-list
{guilabel}(List)
,
{icon}oi-view-cohort
{guilabel}(Gantt)
chart, {icon}fa-calendar-check-o
{guilabel}(Calendar)
, {icon}fa-area-chart
{guilabel}(Graph)
, or {icon}fa-clock-o
{guilabel}(Activity)
view. All of which are accessible in the upper-right corner of the
{guilabel}Tracks
page.
In the default {icon}oi-view-kanban
{guilabel}(Kanban)
view, the tracks are categorized into
different stages. The default stages are: {guilabel}Proposal
, {guilabel}Confirmed
,
{guilabel}Announced
, {guilabel}Published
, {guilabel}Refused
(collapsed stage), and
{guilabel}Cancelled
(collapsed stage). All of which can be edited, if needed.
:::{tip}
To edit a stage, hover over the stage name, click the {icon}fa-cog
{guilabel}(Settings)
icon,
and select {guilabel}Edit
from the resulting drop-down menu.
:::
Clicking into a track from the {guilabel}Event Tracks
page reveals the track form for that
particular track.
Create event track
From the {guilabel}Event Tracks
page, click {guilabel}New
in the upper-left corner to reveal a
blank event track form to create an event track.
:align: center
:alt: Typical event track form in the Odoo Events application.
Start by giving this track a {guilabel}Title
. This field is required by Odoo.
Then, if desired, add an accompanying image to the track via the {icon}fa-pencil
{guilabel}(pencil)
icon that appears when the cursor hovers over the {icon}fa-camera
{guilabel}(camera)
icon in the upper-right corner of the form. When clicked, proceed to upload the
desired image for the track. This image appears on the front-end of the event website, on this
specific tracks webpage.
Next, enter a {guilabel}Track Date
and time for the track, and designate a {guilabel}Location
where the talk is planning to be held.
:::{tip}
To access a complete list of locations for event tracks, which can be modified (and added to) at
any time, navigate to {menuselection}Events app --> Configuration --> Track Locations
.
:::
Then, add a {guilabel}Duration
to the track (in minutes).
If the Live Broadcast setting has been enabled in the Events app settings, the option to add a
corresponding link in the {guilabel}YouTube Video Link
field is available.
If the {guilabel}Always Wishlisted
checkbox is ticked, the talk is automatically set as a favorite
for each registered event attendee.
Assign someone to be in charge of managing this track in the {guilabel}Responsible
field. By
default, the person who initially created the track is assigned.
Then, ensure the track is applied to the correct event in the {guilabel}Event
field. By default,
this field is auto-populated with the event related to the Event Tracks page the track was
originally created from.
Next, choose to add existing tags, or create new ones, to further organize the track. These tags, and their corresponding tag categories are utilized on the event specific website - mainly on the Talks web page on the event website, via the drop-down filter menus.
Beneath that general information section, there are three tabs: {ref}Speaker <events/track-speaker-tab>
, {ref}Description <events/track-description-tab>
, and
{ref}Interactivity <events/track-interactivity-tab>
.
(events-track-speaker-tab)=
Speaker tab
The {guilabel}Speaker
tab on an event track form is filled with various fields related to the
specific speaker who is planning to conduct/host the track.
:align: center
:alt: The Speaker tab on an event track form in the Odoo Events application.
Contact Details section
In the {guilabel}Contact Details
section, proceed to use the {guilabel}Contact
drop-down field
to select an existing contact from the database as the main point of contact for the talk.
If this contact is not yet in the database, type in the name of the contact, and click
{guilabel}Create
to create and edit the contact form later, or click {guilabel}Create and edit...
to be taken to that new contact's contact form, where the rest of their pertinent
information can be entered.
The {guilabel}Contact Email
and {guilabel}Contact Phone
fields are greyed-out and populated with
the information found on that chosen contact's contact form. These fields are not modifiable once
the {guilabel}Contact
field is selected.
Speaker Bio section
In the {guilabel}Speaker Bio
section, proceed to enter information related to the specific speaker
scheduled to conduct/host the track. This section may auto-populate based on the {guilabel}Contact
selected in the {guilabel}Contact Details
section. If not, enter information in the necessary
fields.
:::{note} This information appears on the front-end of the event website, on the specific track webpage, providing more information about the speaker to the track attendees. :::
Start by entering a {guilabel}Name
, {guilabel}Email
, and {guilabel}Phone
number for the
speaker.
Next, if desired, add an image to appear alongside the speaker biogrpahy on the event website, via
the {icon}fa-pencil
{guilabel}(pencil)
icon that appears when the cursor hovers over the
{icon}fa-camera
{guilabel}(camera)
icon. When clicked, proceed to upload the desired image for
the speaker.
Then, enter a {guilabel}Job Position
for the designated speaker, followed by the
{guilabel}Company Name
associated with the speaker.
In the {guilabel}Biography
field, proceed to enter in a custom biography with any speaker-related
information.
(events-track-description-tab)=
Description tab
The {guilabel}Description
tab of an event track form is a blank text field, in which a description
of the track can be entered. The information entered here appears on the specific track page on the
event website.
(events-track-interactivity-tab)=
Interactivity tab
The {guilabel}Interactivity
tab on an event track form features a single option at first:
{guilabel}Magic Button
.
:align: center
:alt: The Interactivity tab on an event track form in the Odoo Events application.
When the checkbox beside {guilabel}Magic Button
is ticked, Odoo displays a call to action button
to attendees on the track sidebar, while the track is taking place.
With that checkbox ticked, three more options appear, all of which are related to the
{guilabel}Magic Button
:
- {guilabel}
Button Title
: enter a title to appear on the button for attendees. - {guilabel}
Button Target URL
: enter a URL that leads attendees, who click the button, to a specific page. - {guilabel}
Show Button
: enter a number in the field, and the button will appear that number of {guilabel}minutes after Track start
.
:::{note} The magic button only appears if there is more than one published track. :::
(events-track-add-quiz)=
Add Quiz button
The {guilabel}Add Quiz
button only appears on event track forms if the Event Gamification
setting is enabled in the Odoo Events settings.
To add a quiz to the event track, click the {guilabel}Add Quiz
button. Doing so reveals a separate
page where an event track quiz can be created and configured.
:align: center
:alt: The Add Quiz page in the Odoo Events application for an event track.
Start by entering a title for the quiz in the blank field at the top of the page. Then, if
participants should be allowed to try the quiz multiple times, tick the checkbox beside
{guilabel}Allow multiple tries
.
The {guilabel}Event
and {guilabel}Event Track
fields are non-modifiable, and show the
corresponding event and track this quiz is associated with.
To add questions to the quiz, click {guilabel}Add a line
beneath the {guilabel}Question
column.
Doing so reveals a {guilabel}Create Questions
pop-up window.
:align: center
:alt: The Create Questions pop-up window on an event-specific track quiz in the Odoo
: Events app.
:::{note} All track quiz questions are multiple choice. :::
From the pop-up window, enter the question in the blank field at the top. Then, click {guilabel}Add a line
to add answer options. Upon clicking {guilabel}Add a line
, a new line appears, in which an
answer option can be entered.
Once an answer option has been entered, proceed to designate whether it is the {guilabel}Correct
response, by ticking the checkbox in the {guilabel}Correct
column.
Then, there is the option to add a point value in the {guilabel}Points
column.
And, if there are any additional comments that should accompany an answer option, type them into the
{guilabel}Extra Comment
field.
:::{note}
The {guilabel}Correct
, {guilabel}Points
, and {guilabel}Extra Comment
fields are all
optional.
:::
Repeat this process for all the answer options.
To remove an answer option, click the {icon}fa-trash-o
{guilabel}(trash can)
icon on the
far-right.
Once all desired answer options (and their configurations) are complete, click {guilabel}Save & Close
to save the question, close the pop-up window, and return to the track quiz form. Or, click
{guilabel}Save & New
to save this question, and instantly start creating another question on a new
{guilabel}Create Questions
pop-up form.
To remove any question from the quiz, click the {icon}fa-trash-o
{guilabel}(trash can)
icon on
the far-right of the question line.
Publish event track
Once all the desired configurations are complete on an event track form, click the desired stage it
should be in from the status bar in the upper-right corner (e.g. {guilabel}Confirmed
,
{guilabel}Announced
, etc.).
:::{note}
The stage of a track can also be changed from the {guilabel}Event Tracks
page, where the
desired track card can be dragged-and-dropped into the appropriate Kanban stage.
:::
If an event track has not been published yet, and it is moved to the {guilabel}Published
stage,
Odoo automatically publishes the track on the event website.
An event track can also be published by opening the desired event track form, and clicking the
{guilabel}Go to Website
smart button. Then, in order for the track page to be viewable (and
accessible) for event attendees, toggle the {icon}fa-toggle-off
{guilabel}Unpublished
switch at
the top of the page to {icon}fa-toggle-on
{guilabel}Published
; thus turning it from red to
green, and making it accessible for attendees.
:align: center
:alt: The track-related event submenu options on an event website built with Odoo Events.
:::{seealso}
- {doc}
create_events
- {doc}
track_manage_talks
:::