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Ray Carnes
4368d9b18f Update plan_activities.rst
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Get Organized by Planning Activities Get organized by planning activities
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Activities help colleagues work together more effectively by minimizing the chance of something
being overlooked or work being duplicated by multiple people. Plus, replacing emails or phone
calls with activities reduces the time spent communicating and improves the visibility of the work
being done.
When you plan activities you minimize the risk of uncertainties, as you provide clear directions Access and manage activities
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. To access and manage activities, click on the :guilabel:`Clock Icon` along the top of any Odoo app to open the
:guilabel:`Activities` menu.
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 .. image:: plan_activities/activities_menu.png
:align: center :align: center
:height: 300 :height: 300
:alt: View of crm leads page emphasizing the activities menu for Odoo Discuss :alt: View of CRM leads page emphasizing the activities menu for Odoo Discuss
Plan activities Create new activities
=============== =====================
Activities are created and managed two ways:
Activities can be planned and managed from the chatter by clicking on *Schedule activity*, #. In any Kanban view, click on the :menuselection:`Clock Icon --> Schedule an Activity`.
or through Kanban views. #. In the chatter area, click :guilabel:`Activities`.
.. image:: plan_activities/schedule_activity.png .. image:: plan_activities/schedule_activity.png
:align: center :align: center
:height: 300 :height: 300
:alt: View of crm leads and the option to schedule an activity for Odoo Discuss :alt: View of CRM leads and the option to schedule an activity for Odoo Discuss
Set your activity types Define activity types
----------------------- ---------------------
A number of activity types are available by default in Odoo (call, email, meeting, etc.). To create
A number of activities types are available by default in Odoo (call, email, meeting, etc.). However, new activity types, go to :menuselection:`Settings --> Activity Types`.
you can set new ones going to :menuselection:`Settings --> Activity types`.
.. image:: plan_activities/settings_activities_types.png .. image:: plan_activities/settings_activities_types.png
:align: center :align: center
:height: 300 :height: 300
:alt: View of the settings page emphasizing the menu activity types for Odoo Discuss :alt: View of the Settings page emphasizing the menu activity types for Odoo Discuss
.. tip:: .. tip::
If you need to create an activity type with an available calendar, make sure to create To create an activity type that uses a calendar, set the :guilabel:`Action to Perform` field to
it with an *Action to Perform* set as *Meeting*. :guilabel:`Meeting`.
Recommend next activities Recommended next activities
------------------------- ---------------------------
Odoo helps plan a series of activities by suggesting *Recommended 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 .. image:: plan_activities/recommended_activities.png
:align: center :align: center
:alt: View of an activity type form emphasizing the field recommended next activities for Odoo :alt: View of an activity type form emphasizing the Recommended Next Activities field for Odoo
Discuss Discuss
Once the respective activity is completed, select *Done & Schedule Next* and next steps are Once the prior activity is completed, select :guilabel:`Done & Schedule Next`. Select an option
suggested to you. from the recommended activities Odoo suggests such as :guilabel:`Email` or :guilabel:`Call`.
.. image:: plan_activities/schedule_recommended_activity.png .. image:: plan_activities/schedule_recommended_activity.png
:align: center :align: center
:alt: View of an activity being schedule emphasizing the recommended activities field being :alt: View of an activity being scheduled emphasizing the Recommended Next Activities field being
shown for Odoo Discuss shown for Odoo Discuss
.. seealso:: .. seealso::
- :doc:`get_started` - :doc:`get_started`
- :doc:`team_communication` - :doc:`team_communication`