CRM: CRM Configuration: Activity Types

Purpose

The purpose of this document is to show you how to access and manage Activity Types within the CRM app of Odoo 16. Activity Types are used to indicate the nature and behavior of scheduled activities throughout Odoo. 

Process

To get started, navigate to the CRM app.



Click Configuration > Activity Types. 

Important!

Activity Types are used throughout Odoo. Keep that in mind when creating and editing these records as your changes will apply globally.

Create a New Activity Type

Click Create.


Complete the form as indicated:

  • Name: Enter a short description of the activity type.

Activity Settings

  • Action: Actions may trigger specific behavior, liken opening a calendar view or automatically mark as done when a document is uploaded. If applicable, select an action to perform with this Activity Type.

    • If you select Upload Document for example,  the following fields will appear:

      • Folder: Define the folder where this uploaded document should go.

      • Tag: Define the tags that will be associated to the uploaded documents.

      • Trigger: This will automatically trigger another activity once this activity is marked as done.

  • Default User: If this task generally falls to one contact, select them here. It can be overridden when an activity is created.

  • Model: This is to specify a model if the activity should be specific to a model and not available when managing activities for other models.

  • Default Summary: Enter the default summary for this task. It can be overridden or modified when an activity is created.

  • Icon: Select an icon for related activities of this type.
  • Decoration Type: Change the background color for the related activities of this type.
  • Default Note: Enter the default description for this task. It can be overridden or modified when an activity is created.

Next Activity

  • Trigger:  This will automatically trigger another activity once this activity is marked as done.
  • Email templates: For email templates for leads and #.
  • Schedule: Enter the number of days/weeks/months to schedule the next activity, and which criterion you'll be basing this date on from the drop-down list. 

When you are done, click