Odoo 14 book

Activity

The platform allows the users to conduct activities under each project with the customers or the in house staff. This aspect will allow the users to initiate group planning and teamwork aspects of the project for its effective completion. The activity menu in the project module can be accessed from the configuration window. In the activity window the user can view all the project activities being described in the platform and the data in them can be sorted out using various options available. To create a new activity the user can select the creation window by accessing the create option available.

In the activity creation window the user can provide a name for the activity and assign an action for the ones being described in the platform. A default summary along with next activity auto triggering can be provided. If the next activity triggering is the provider, the user should definitely assign the next activity. If not enabled the next activity mentioning is mandatory. The email templates can be selected. The scheduled date for the next activity operation can be allocated.