documentation/content/applications/productivity/discuss/overview/plan_activities.rst
Antoine Vandevenne (anv) 8722ea902e [MOV] content/*: move resource files into their related page's directory
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

Part-of: odoo/documentation#2068
2022-05-20 14:18:54 +02:00

66 lines
2.3 KiB
ReStructuredText

====================================
Get Organized by Planning Activities
====================================
When you plan activities you minimize the risk of uncertainties, as you provide clear directions
for the course of your next action. In addition to that, you do not leave space for wasteful
activities and reduce the chance of having overlapping actions between team members.
Where do I see my schedule activities?
======================================
Access and manage your activities wherever you are in Odoo by the *Activities* menu.
.. image:: plan_activities/activities_menu.png
:align: center
:height: 300
:alt: View of crm leads page emphasizing the activities menu for Odoo Discuss
Plan activities
===============
Activities can be planned and managed from the chatter by clicking on *Schedule activity*,
or through Kanban views.
.. image:: plan_activities/schedule_activity.png
:align: center
:height: 300
:alt: View of crm leads and the option to schedule an activity for Odoo Discuss
Set your activity types
-----------------------
A number of activities types are available by default in Odoo (call, email, meeting, etc.). However,
you can set new ones going to :menuselection:`Settings --> Activity types`.
.. image:: plan_activities/settings_activities_types.png
:align: center
:height: 300
:alt: View of the settings page emphasizing the menu activity types for Odoo Discuss
.. tip::
If you need to create an activity type with an available calendar, make sure to create
it with an *Action to Perform* set as *Meeting*.
Recommend next activities
-------------------------
Odoo helps you to plan a flow of activities by allowing you to set *Recommended Next Activities*.
.. image:: plan_activities/recommended_activities.png
:align: center
:alt: View of an activity type form emphasizing the field recommended next activities for Odoo
Discuss
Once the respective activity is completed, select *Done & Schedule Next* and next steps are
suggested to you.
.. image:: plan_activities/schedule_recommended_activity.png
:align: center
:alt: View of an activity being schedule emphasizing the recommended activities field being
shown for Odoo Discuss
.. seealso::
- :doc:`get_started`
- :doc:`team_communication`