Get organized by planning activities¶
Planning activities is the perfect way to keep on track of 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 the priorities of your work.
Activities can be tracked on every single document, Here is an example for opportunities:
You can have a activities which are due, or to be performed today or in future, this can be tracked on two places, kanban card or below the form view.
Schedule next activity¶
Activities can be planned and managed from the chatters or from the kanban views on opportunity card.
The first activity can be schedule or new activity can be scheduled as soon as you complete the first one.
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 Settings / General settings / Activity types.
The next activity “Call” will be propose, when you fill finish the “Email” activity.
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.
Access the video at https://drive.google.com/file/d/1RNEIbZ_Gn-jGGgWjBxFDbXrOTaGMszmY/preview