[IMP] crm: update plan activities

Author: jero-odoo

content/applications/productivity/discuss/overview/plan_activities.rst

@@ -1,64 +1,198 @@
-====================================
-Get Organized by Planning Activities
-====================================
+==========
+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.
+*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled
+on any page of the database that contains a chatter thread.
 
-Where do I see my schedule activities?
-======================================
+Schedule activities
+===================
 
-Access and manage your activities wherever you are in Odoo by the *Activities* menu.
+Activities are created on a record through the *chatter*. To create an activity on a *CRM* lead, go
+to the :menuselection:`Pipeline` and click on a :guilabel:`lead`.
 
-.. image:: plan_activities/activities_menu.png
+Above the chatter, click :guilabel:`Schedule activity`. On the popup window, select an
+:guilabel:`Activity Type` from the drop down.
+
+.. note::
+   The :guilabel:`Due Date` will auto-populate based on the configuration settings for the selected
+   activity type. This date can be changed by selecting a day on the calendar in the :guilabel:`Due
+   Date` field.
+
+Enter a title for the activity in the :guilabel:`Summary` field. To assign the activity to a
+different user, select their name from the :guilabel:`Assigned to` drop-down. Otherwise, the user
+creating the activity will be automatically assigned. Add any additional information in the
+:guilabel:`Log a note...` field.
+
+Click :guilabel:`Schedule`.
+
+.. image:: plan_activities/schedule-pop-up.png
    :align: center
-   :height: 300
-   :alt: View of crm leads page emphasizing the activities menu for Odoo Discuss
+   :alt: View of CRM leads and the option to schedule an activity.
 
-Plan activities
-===============
+.. note::
+   Depending on the activity type, the :guilabel:`Schedule` button may be replaced by a
+   :guilabel:`Save` button.
 
-Activities can be planned and managed from the chatter by clicking on *Schedule activity*,
-or through Kanban views.
+Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`.
 
-.. image:: plan_activities/schedule_activity.png
+.. image:: plan_activities/chatter-activities.png
    :align: center
-   :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.
+
+Activities can also be scheduled from the kanban, list, or activities view of an application.
+
+.. tabs::
+
+   .. tab:: Kanban view
+
+      Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
+      then :guilabel:`Schedule An Activity`.
+
+    .. image:: plan_activities/schedule-kanban-activity.png
+       :align: center
+       :alt: Kanban view of the CRM pipeline and the option to schedule an activity.
+
+   .. tab:: List view
+
+      Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
+      then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the
+      clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon.
+
+    .. image:: plan_activities/schedule-list-activity.png
+       :align: center
+       :alt: List view of the CRM pipeline and the option to schedule an activity.
+
+   .. tab:: Activity view
+
+      Select a record on which to schedule an activity. Move across the row to find the desired
+      activity type, then click the :guilabel:`＋ (plus sign)`.
+
+    .. image:: plan_activities/schedule-activity-view.png
+       :align: center
+       :alt: Activity view of the CRM pipeline and the option to schedule an activity.
+
+View scheduled activities
+=========================
+
+To view scheduled activities, click the :guilabel:`🕘 (clock)` icon on the menu bar. Doing so opens
+the :guilabel:`Activities menu`. Activities are separated out by the application where they were
+created, and by deadline. Select an icon to see the activities for that specific application.
+
+.. image:: plan_activities/activities-menu.png
+   :align: center
+   :alt: View of CRM leads page emphasizing the activities menu.
+
+This opens the :guilabel:`My Activities` list. Click on the icon in the :guilabel:`Next Activity`
+column to view details on the scheduled activity, or to schedule an additional activity. To delay
+the current activity's deadline by a week, click :guilabel:`Snooze 7d`.
+
+.. image:: plan_activities/my-activities-list.png
+   :align: center
+   :alt: View of CRM leads page emphasizing the activities menu.
+
+To filter the list by overdue activities, use the :guilabel:`Filters` dropdown below the search bar.
 
-Set your activity types
------------------------
+Configure 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`.
+To configure the types of activities in the database, go to :menuselection:`Settings application -->
+Activity Types`.
 
-.. image:: plan_activities/settings_activities_types.png
+.. 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
+   :alt: View of the settings page emphasizing the menu activity types.
 
 .. 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*.
+   Individual applications will have a list of the *Activity Types* for that application. For
+   example, to view and edit the activities available for the *CRM* application, go to
+   :menuselection:`CRM --> Configuration --> Activity Types`.
 
-Recommend next activities
--------------------------
+To edit an existing activity type, select it from the list, then click :guilabel:`Edit`. To create a
+new activity type, click :guilabel:`Create`.
 
-Odoo helps you to plan a flow of activities by allowing you to set *Recommended Next Activities*.
+Choose a :guilabel:`Name` for the new activity type.
 
-.. image:: plan_activities/recommended_activities.png
+.. image:: plan_activities/new-activity-type.png
    :align: center
-   :alt: View of an activity type form emphasizing the field recommended next activities for Odoo
-         Discuss
+   :alt: New activity type form.
 
-Once the respective activity is completed, select *Done & Schedule Next* and next steps are
-suggested to you.
+Activity Settings
+-----------------
 
-.. image:: plan_activities/schedule_recommended_activity.png
+To automatically assign this activity to a specific user when this activity type is scheduled,
+choose a name from the :guilabel:`Default User` drop-down. If this field is left blank, the activity
+will be assigned to the user who creates the activity.
+
+To include any notes every time this activity type is created, enter them into the
+:guilabel:`Default Summary` field.
+
+.. note::
+   The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields will be
+   included when an activity is created. However, they can be altered before the activity is
+   scheduled or saved.
+
+Action
+~~~~~~
+
+*Actions* specify the intent of the activity. Some actions trigger specific behavior after an
+activity is scheduled.
+
+- If either **Phonecall** or **Meeting** are selected, users will have the option to open their
+  calendar to schedule a time for this activity.
+- If **Upload Document** is selected, a link to upload a document will be added directly to the
+  planned activity in the chatter.
+- If **Request Signature** is selected, a link will be added to the planned activity in the chatter
+  that will open a signature request pop-up.
+
+.. note::
+   The actions available to select on an activity type will vary depending on the applications that
+   are currently installed in the database.
+
+Next Activity
+-------------
+
+To automatically suggest or trigger a new activity after an activity has been marked complete, the
+*Chaining Type* must be set.
+
+Suggest Next Activity
+~~~~~~~~~~~~~~~~~~~~~
+
+In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. The field
+underneath will now be titled :guilabel:`Suggest`. Select any activities to recommend as follow-up
+tasks to this activity type.
+
+In the :guilabel:`Schedule` field, choose a default deadline for these activities. This can be
+altered before the activity is scheduled.
+
+Click :guilabel:`Save`.
+
+.. figure:: 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
+
+   When an activity has the chaining type set to suggest, users are presented with recommendations
+   for activities as next steps.
+
+Trigger Next Activity
+~~~~~~~~~~~~~~~~~~~~~
+
+Setting the *chaining type* to *Trigger* immediately launches the next activity once the previous
+one is completed.
+
+In the :guilabel:`Chaining Type` field, select :guilabel:`Trigger Next Activity`. The field
+underneath will now be titled :guilabel:`Trigger`. Select the activity that should be launched once
+this activity is completed.
+
+In the :guilabel:`Schedule` field, choose a default deadline for these activities. This can be
+altered before the activity is scheduled.
+
+Click :guilabel:`Save`.
+
+.. figure:: plan_activities/triggered-activities.png
+   :align: center
+
+   When an activity has the chaining type set to trigger, marking the activity as Done immediately
+   launches the next.
 
 .. seealso::
    - :doc:`get_started`