56 lines
1.8 KiB
ReStructuredText
56 lines
1.8 KiB
ReStructuredText
====================================
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Get organized by planning activities
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====================================
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Planning activities is the perfect way to keep on track with your work.
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Get reminded of what needs to be done and schedule the next activities
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to undertake.
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Your activities are available wherever you are in Odoo. It is easy to
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manage your priorities.
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.. image:: media/plan_activities01.png
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:align: center
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Activities can be planned and managed from the chatters or in the kanban
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views. Here is an example for opportunities :
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.. image:: media/plan_activities02.png
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:align: center
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Set your activity types
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=======================
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A number of generic activities types are available by default in Odoo
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(e.g. call, email, meeting, etc.). If you would like to set new ones, go
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to :menuselection:`Settings --> General settings --> Activity types`.
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Schedule meetings
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=================
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Activities are planned for specific days. If you need to set hours, go
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with the *Meeting* activity type. When scheduling one, the calendar
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will simply open to let you select a time slot.
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.. tip::
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If you need to use other activity types with a calendar
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planning, make sure their *Category* is set as *Meeting*.
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Schedule a chain of activities to follow
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========================================
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Odoo helps you easily plan your usual flow of activities. Go to
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:menuselection:`Configuration --> Activity Types` and set the common
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following steps as *Recommended next activities*.
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.. image:: media/plan_activities03.png
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:align: center
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Now, when an activity is completed, you can select *Done & schedule
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next*. The next steps will automatically be suggested to you.
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.. image:: media/plan_activities04.png
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:align: center
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Have fun getting better organized by planning activities !
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