8000 [ADD] discuss: Get organized by planning activities · mythos6/documentation-user@bdc05ff · GitHub
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[ADD] discuss: Get organized by planning activities
Original doc: https://docs.google.com/document/d/1vWO0A5FqKItFgRq3QM-t-enXyD1h5MFRxdoXjyHi6yg/edit
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‎discuss.rst

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discuss/monitoring
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discuss/mentions
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discuss/team_communication
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discuss/plan_activities
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discuss/mail_twitter
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discuss/email_servers

‎discuss/media/plan_activities01.png

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‎discuss/plan_activities.rst

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====================================
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Get organized by planning activities
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====================================
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Planning activities is the perfect way to keep on track with your work.
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Get reminded of what needs to be done and schedule the next activities
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to undertake.
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Your activities are available wherever you are in Odoo. It is easy to
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manage your priorities.
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.. image:: media/plan_activities01.png
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:align: center
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Activities can be planned and managed from the chatters or in the kanban
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views. Here is an example for opportunities :
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.. image:: media/plan_activities02.png
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:align: center
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Set your activity types
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=======================
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A number of generic activities types are available by default in Odoo
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(e.g. call, email, meeting, etc.). If you would like to set new ones, go
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to :menuselection:`Settings --> General settings --> Activity types`.
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Schedule meetings
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=================
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Activities are planned for specific days. If you need to set hours, go
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with the *Meeting* activity type. When scheduling one, the calendar
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will simply open to let you select a time slot.
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.. tip::
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If you need to use other activity types with a calendar
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planning, make sure their *Category* is set as *Meeting*.
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