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[ADD] discuss: Get organized by planning activities
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Get organized by planning activities | ||
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Planning activities is the perfect way to keep on track with your work. | ||
Get reminded of what needs to be done and schedule the next activities | ||
to undertake. | ||
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Your activities are available wherever you are in Odoo. It is easy to | ||
manage your priorities. | ||
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.. image:: media/plan_activities01.png | ||
:align: center | ||
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Activities can be planned and managed from the chatters or in the kanban | ||
views. Here is an example for opportunities : | ||
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.. image:: media/plan_activities02.png | ||
:align: center | ||
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Set your activity types | ||
======================= | ||
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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 :menuselection:`Settings --> General settings --> Activity types`. | ||
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Schedule meetings | ||
================= | ||
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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. | ||
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.. tip:: | ||
If you need to use other activity types with a calendar | ||
planning, make sure their *Category* is set as *Meeting*. | ||
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