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Chatter and Scheduling

  • Activities are follow-up tasks tied to a record; icons vary by activity type.
  • Scheduling surfaces: chatter on any record, Kanban view, list view, or activity view when available.

Scheduling from Chatter

  • Open the record’s chatter.
  • Click the Activities button at the top of the chatter.
  • Schedule Activity pop-up appears; fill out the Schedule Activity form.

Scheduling from Kanban view

  • In the Kanban view, click the clock icon at the bottom of the record.
  • Click + Schedule An Activity, then fill out the Schedule Activity form.

Scheduling from List view

  • If the Activities column is hidden, reveal it via the settings/adjust icon at the far-right of the top row.
  • Click the clock icon for the target record, then click + Schedule an activity.
  • Fill out the Schedule Activity form.
  • Note: If a record already has a scheduled activity, the clock icon is replaced by the icon representing the existing activity. To schedule another, click the activity type’s icon.

Activity view overview

  • Most applications have an Activity view; available via a clock icon in the top-right of the main menu bar.
  • In Activity view, activities are listed in columns; horizontal entries represent records.
  • Color coding: green = due date in the future, orange = due today, red = overdue.
  • Color bars in each column show counts for specific activity types; if multiple types are scheduled for a record, a number shows the total.
  • To schedule for a record, hover the target field, click the plus icon, then fill out the Schedule Activity form.
  • Schedule Activity form notes: activity colors and due-date relation are consistent across Odoo.

Schedule Activity form fields

  • Activity Type: select from a dropdown; default options are: Email, Call, Meeting, or To-Do; additional options may exist depending on installed apps.
  • Summary: short title for the activity (e.g., Discuss Proposal).
  • Due Date: select via calendar popover.
  • Assigned to: defaults to the current user; can choose another user from the dropdown.
  • Notes: any extra information.
  • Completing the form:
    • Open Calendar opens the user’s calendar to add/schedule the activity.
    • Choose date/time in New Event pop-up; Title is populated from the Schedule Activity summary.
    • Save & Close to schedule.
  • Once scheduled, the activity is added to the chatter under Planned Activities.

Post-scheduling behavior and indicators

  • If a record already has a scheduled activity, the clock icon is replaced by the icon representing that activity.
  • To schedule another, click the activity type’s icon in the record’s area (chatter, Kanban, or list view).
  • The Schedule Activity process can lead directly to the user’s calendar via Open Calendar and New Event.