Organízate planeando actividades¶
La planificación de actividades es la manera perfecta de mantenerse al día con su trabajo. Recuerde lo que debe hacer y programe sus próximas actividades.
Tus actividades están disponibles en cualquier lugar de Odoo. Es fácil administrar sus prioridades.
Activities can be planned and managed from the chatters or in the kanban views. Here is an example for opportunities :
Establece tus tipos de actividad¶
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
.Programar reuniones¶
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.
Truco
If you need to use other activity types with a calendar planning, make sure their Category is set as Meeting.
Programar una cadena de actividades a seguir¶
Odoo helps you easily plan your usual flow of activities. Go to
and set the common following steps as Recommended next activities.Now, when an activity is completed, you can select Done & schedule next. The next steps will automatically be suggested to you.
Have fun getting better organized by planning activities !