diff --git a/discuss.rst b/discuss.rst index 050ec69bb2..0891519eac 100644 --- a/discuss.rst +++ b/discuss.rst @@ -12,5 +12,6 @@ Discuss discuss/monitoring discuss/mentions discuss/team_communication + discuss/plan_activities discuss/mail_twitter discuss/email_servers \ No newline at end of file diff --git a/discuss/media/plan_activities01.png b/discuss/media/plan_activities01.png new file mode 100644 index 0000000000..f6f13245d1 Binary files /dev/null and b/discuss/media/plan_activities01.png differ diff --git a/discuss/media/plan_activities02.png b/discuss/media/plan_activities02.png new file mode 100644 index 0000000000..b711a6b4d9 Binary files /dev/null and b/discuss/media/plan_activities02.png differ diff --git a/discuss/media/plan_activities03.png b/discuss/media/plan_activities03.png new file mode 100644 index 0000000000..2f4af768bd Binary files /dev/null and b/discuss/media/plan_activities03.png differ diff --git a/discuss/media/plan_activities04.png b/discuss/media/plan_activities04.png new file mode 100644 index 0000000000..6e48328897 Binary files /dev/null and b/discuss/media/plan_activities04.png differ diff --git a/discuss/plan_activities.rst b/discuss/plan_activities.rst new file mode 100644 index 0000000000..6f164ba96d --- /dev/null +++ b/discuss/plan_activities.rst @@ -0,0 +1,38 @@ +==================================== +Get organized by planning activities +==================================== + +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. + +Your activities are available wherever you are in Odoo. It is easy to +manage your priorities. + +.. image:: media/plan_activities01.png + :align: center + +Activities can be planned and managed from the chatters or in the kanban +views. Here is an example for opportunities : + +.. image:: media/plan_activities02.png + :align: center + +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 :menuselection:`Settings --> General settings --> Activity types`. + +Schedule meetings +================= + +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. + +.. tip:: + If you need to use other activity types with a calendar + planning, make sure their *Category* is set as *Meeting*. +