Odoo Calendar is a scheduling application that seamlessly integrates with Odoo’s ecosystem, enabling businesses to manage their operations from a unified platform. It facilitates meeting scheduling, event planning, employee appraisals, project coordination, and more, streamlining organizational workflows efficiently.
Upon opening the Calendar app, users have an overview of their current meetings. The selected view option appears as a Day, Week, Month, or Year drop-down menu. Under the view options drop-down menu, users can also enable or disable Show weekends.
Create Activities from Chatter
Easily create new meetings anywhere in Odoo directly from an individual record’s chatter, such as a CRM opportunity card or a project task.
To do this, click the Activities button in the chatter. In the Schedule Activity pop-up, choose the desired Activity Type, which will generate relevant action buttons based on the selected activity.
For activities that require scheduling, like Meeting or Call for Demo, selecting them will link to the Calendar app. Click Open Calendar to navigate there.
Alternatively, you can choose Schedule & Mark as Done to complete the activity immediately or Done & Schedule Next to keep the scheduling window open for additional activities.
Schedule: schedules the activity, and adds the activity to the chatter under Planned Activities.
Schedule & Mark as Done: adds the details of the activity to the chatter under Today. The activity is not scheduled, and is automatically marked as done.
Done & Schedule Next: adds the details of the activity to the chatter under Today. The activity is not scheduled, is automatically marked as done, and a new Schedule Activity pop-up window appears.
Cancel: discards any changes made on the Schedule Activity pop-up window.
All Scheduled Activities
To view a consolidated list of activities, organized by application, click the (clock) icon in the header menu, located in the top-right corner.
If any activities are scheduled, the number of activities appear in a red bubble on the (clock) icon.
All activities for each application are further divided into subsections, indicating where in the application the activity is to be completed. Each sub-section lists the number of scheduled activities that are Late, due Today, and scheduled in
Plan an Event
To put an event on the calendar, open the Calendar app, and click into the target date. On the New Event pop-up window that appears, start by adding the event title.
The Start field automatically populates with the target date, which can be modified by clicking on the date section and selecting a new one from the calendar. For multi-day events, choose an End Date in the second field and click Apply.
Enable the All Day checkbox for events without a specific start or end time. If a precise time is required, leave the checkbox unchecked to activate the time selection in the Start field.
The signed-in user is automatically added as the first Attendee, with the option to add or create additional attendees.
For virtual meetings, paste the meeting URL into the Video Call URL field or click Odoo Meeting to generate a link.
Finally, either confirm the event by clicking Save & Close or choose More Options for additional configurations.
Click More Options to navigate to the meeting form, which provides additional configurations for the event:
Duration: Define the length of the meeting in hours, or toggle the All Day switch.
Recurrent: Tick the checkbox to create a recurring meeting. Once selected, this opens new fields:
Timezone: Select the timezone for which this meeting time is specified.
Repeat: Select the recurring period of this meeting. Depending on what type of recurrence has been selected, a subsequent field appears, in which users can indicate when the meeting should recur. For example, if Monthly is selected as the Repeat option, a new field appears, in which the user decides on what Day of Month the meeting should recur.
Until: Select the limited Number of repetitions this meeting should recur, the End date of when the recurrences should stop, or if the meetings should recur Forever.
Tags: Add tags to the event, like Customer Meeting or Internal Meeting. These can be searched and filtered in the Calendar app when organizing multiple events.
Appointment: Link existing or new appointments. These can be configured through the Share Availabilities button from the main Calendar dashboard.
Privacy: Toggle between visibility options to control who can view the event.
Organizer: This is defaulted to the current Odoo user. Select a new one from existing users, or create and edit a new user.
Description: Add additional information or details about the meeting.
Reminders: Select notification options to send to attendees. Choose a default notification, or configure new reminders.
Coordinate with Team’s Availability
When scheduling an event for multiple users, on the Calendar app dashboard, tick the checkbox next to Attendees to view team members’ availability. Tick (or untick) the checkbox next to listed users to show (or hide) individual calendars.
Conclusion
In Odoo 18, the Calendar module offers a comprehensive solution for efficient scheduling and time management. It provides multiple views—day, week, month, and year—allowing users to visualize and manage their activities effectively. The module seamlessly integrates with other Odoo applications, enabling users to coordinate meetings, plan events, and oversee projects within a unified platform. Notably, it supports synchronization with external calendars, such as Google Calendar, ensuring real-time updates and preventing scheduling conflicts. Overall, Odoo 18's Calendar module is a versatile and user-friendly tool that significantly contributes to improved time management and operational efficiency.
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