Odoo Essentials: Scheduling Activities

This opens the Schedule Activity form in a modal window with the following fields:

• Activity Type: Choose an activity type for your activity. Choosing an activity type will sometimes auto-populate the Summary field. You can leave the auto-population or edit it.

• Summary: Add a summary of the activity type.

• Due Date: This is the date the activity has to be done by.

• Assigned To: This is the representative responsible for the activity.

There is also a text box where you can include additional information about your activity.

Clicking on the  next to the Assigned To field will allow you to edit the contact information for the person the activity is assigned to.

Click schedule to save the activity.

Activity Types

You have the option to create your own activity types by clicking configuration  > activity types. Click on CREATE. 

You will see the following fields. 

• Name: Give your activity type a name.

Activity Settings

• Action: Select the action for your activity to perform. Note: Some activity types will trigger specific behavior such as opening the calendar or marking an item done when documents are uploaded. 

• Folder: This option will only appear when the Action: Upload Document is set. This will allow you to upload documents to the folder set.

• Tag: This option will only appear when the Action: Upload Document is set. This will allow you to define tags on uploaded documents.

• Default User: Select a user for this activity to default assign to. Leaving this empty will allow you to manually assign the activity each time it is selected.

• Default Summary: Enter a short summary of what the activity does. This is often left blank. 

Next Activity

• Chaining Type: Select how the next activity will be selected. Choose between Suggest Next Activity or Trigger Next Activity.

• Suggest/Trigger: The option that appears depends on the Action and Chaining Type selected. These fields will allow you to select from the list of existing activity types to either suggest the next activity or trigger the following activity once the current activity type is done.

• Email Templates: Choose an email template to use for the activity if applicable.

• Schedule: Set a number of days, weeks, or months for the next activity to occur, as well as choose when the next activity should happen, be that after the completion date of the first activity or after the previous activity deadline.

• Default Note: Enter a note to appear on the activity.

Schedule a Meeting

Selecting "Meeting" will give you the option to open calendar.

This will open a calendar that will allow you to schedule a meeting that's directly related to your chosen opportunity. You will notice that in v15 the meetings with only the borders colored represent appointments that your user is not listed as an attendee. While with fully colored meeting blocks indicate your user is an attendee.

Click on the desired day and time to schedule an activity. From here you can click Create to add the meeting with minimal details. To add further details, click EDIT. 

This opens a modal window where you can enter further details for the meeting:

• Meeting Subject: Enter a name for the meeting.
  

• Attendees: Select all meeting attendees to invite.
  
  Under the meeting detailS tab:
  

• Starting at: Enter the date and time the meeting starts. 

• Ending At: Enter the date and time the meeting ends. 

• Duration: Enter the duration of the meeting.
  

• All Day: Checking the box signifies the meeting will be all day.

• Organizer: Enter who is creating the meeting.

• Reminders: Create a new reminder or use the drop-down menu to select pre-existing reminders
  

• Location: Enter the location for your meeting.

• Meeting URL: Enter the URL of the meeting, for example, a Zoom web address.

• Tags: Create new tags or use the drop-down menu to select pre-existing tags.

• Description: Enter a description of the meeting.