Odoo Calendar | Getting Started
Summary
TLDRIn this tutorial, viewers are guided through the process of scheduling meetings using Odoo's calendar module. The video demonstrates how to create and manage meetings efficiently, with features like adding attendees, setting reminders, and integrating video calls. It showcases the ease of scheduling, viewing calendars, and sending out meeting invitations, emphasizing Odoo's productivity-enhancing capabilities.
Takeaways
- 📅 Odoo's calendar module is designed to manage and schedule meetings effectively, enhancing productivity.
- 🔗 The calendar can be accessed directly from the main menu or from within the CRM module through the chatter section.
- 🎯 Users can switch the activity type to 'meeting' which automatically redirects to the calendar for scheduling.
- 👤 Adding attendees to a meeting allows you to view their availability and scheduled events directly on their Odoo calendars.
- 🗓️ The calendar view can be adjusted for a better overview, with options to zoom in and out for different time perspectives.
- ⏰ Users can create new events by clicking on a specific time slot or using the 'add' button in the calendar interface.
- 📝 The meeting details can be edited, including the subject, duration, location, and even adding a video call URL for remote meetings.
- 🔗 The 'plus add Odoo meeting' feature generates a video call URL from the integrated Odoo discuss module for easy access.
- 🔔 Reminders can be set for meetings, with options to customize reminder types and choose when notifications are sent.
- 🔄 The option to make a meeting recurring and adjust privacy settings ensures flexibility in scheduling regular or sensitive meetings.
- 💌 Once a meeting is scheduled, Odoo automatically sends out calendar event update emails to all attendees.
Q & A
What is the main purpose of the Odoo calendar module mentioned in the tutorial?
-The main purpose of the Odoo calendar module is to manage time effectively, boost productivity, and facilitate the scheduling of meetings with just a few clicks.
How can you access the calendar module in Odoo?
-You can access the calendar module in Odoo by clicking on it from the main menu, which allows you to view your own calendar and create events.
What is the Chatter section in Odoo and how does it relate to scheduling meetings?
-The Chatter section in Odoo shows updates, messages, log notes, and scheduled activities. It allows you to create a new activity by selecting the activities button and changing the activity type to 'meeting', which then redirects you to the calendar module to schedule the meeting.
How do you add attendees to a meeting in the Odoo calendar?
-You can add attendees to a meeting in the Odoo calendar by checking their names under the attendees field or by typing their names in the field provided.
What does the tutorial demonstrate about viewing team members' schedules when adding them as attendees?
-The tutorial demonstrates that when you add attendees to a meeting, you can see their scheduled events on their respective Odoo calendars, which helps in finding a suitable time for the meeting.
How can you create a new calendar event for a meeting in Odoo?
-You can create a new calendar event in Odoo by clicking the 'add' button at the top left of the calendar or by clicking directly on the desired time slot on the calendar.
What additional details can you configure when scheduling a meeting in Odoo?
-When scheduling a meeting in Odoo, you can configure additional details such as the meeting subject, start and end times, duration, location, video call URL, and reminders.
How does Odoo help with reminders for meetings?
-Odoo helps with reminders for meetings by allowing you to set up email or SMS reminders at specified times before the meeting, ensuring that attendees are notified and can prepare accordingly.
What is the 'Discuss' module in Odoo and how does it relate to meetings?
-The 'Discuss' module in Odoo is an integrated messaging and video chat app. It can be used to generate a video call URL for meetings, allowing attendees to join the call even if they are not users of your database.
How can you make a meeting recurring in Odoo?
-You can make a meeting recurring in Odoo by going to the options tab in the calendar event and selecting the 'Recurring' option, where you can define the recurrence pattern.
What are the privacy options available for meetings in Odoo?
-In Odoo, you can set the privacy of a meeting to 'Public', 'Private' (only for internal users), or change its visibility to show your status as 'Busy' or 'Available' on the calendar.
Outlines
📅 Scheduling Meetings with Odoo Calendar
In this tutorial, Jose Ignacio demonstrates how to efficiently schedule meetings using Odoo's calendar module. He begins by explaining the importance of meetings in various industries and how the calendar module can help manage time and boost productivity. He navigates through the main menu to the calendar module and shows how to view one's own calendar and create events. Additionally, he highlights the ability to schedule meetings directly from the chatter within the CRM module. He guides viewers through the process of creating a new activity, changing its type to 'meeting,' and how Odoo automatically saves the activity and redirects to the calendar. The tutorial continues with adjusting the calendar view for a better overview, adding attendees, and checking their availability. Jose also shows how to create a new calendar event by either clicking the 'add' button or directly selecting a time slot on the calendar. He discusses setting a meeting subject, duration, and how to add additional attendees and clients from the database. The tutorial concludes with configuring the meeting details, such as start and end times, marking it as an all-day event if necessary, and setting a location or adding a video call URL for online meetings.
🔔 Configuring Reminders and Meeting Options in Odoo
Jose Ignacio continues the tutorial by showing how to configure reminders for meetings in Odoo. He explains how to add tags to the meeting and set up notifications, such as an email reminder six hours before the meeting. He also demonstrates how to create and edit new reminder types directly from the form, like setting an SMS reminder two hours before the event. After setting up reminders, he saves and closes the form, and then discusses the 'options' tab where users can make the meeting recurring, change its privacy settings, and adjust its visibility on the calendar. He mentions how these settings affect the user's calendar status, showing as busy or available. The tutorial ends with Jose sending an email to all attendees using a pre-loaded calendar event update template and how Odoo automatically handles the confirmation process. He emphasizes the convenience of viewing the event details on the calendar, editing or declining the event, and joining the video call directly from the event pop-up. The tutorial wraps up with a reminder to explore more Odoo tutorials and documentation to learn about additional calendar features.
Mindmap
Keywords
💡Odoo
💡Calendar Module
💡Chatter
💡Activity Type
💡Attendees
💡Video Call URL
💡Odoo Discuss
💡Reminders
💡Recurring Meeting
💡Privacy and Visibility
Highlights
Odoo's calendar module is essential for managing time and boosting productivity.
The calendar module allows for quick scheduling of meetings with just a few clicks.
Meetings can be scheduled directly from the chatter section in CRM.
The calendar module provides a zoomed-in view for detailed scheduling.
Attendees can be easily added to a meeting, showing their availability from their Odoo calendars.
Meetings can be scheduled for specific time slots by clicking directly on the calendar.
The meeting subject and duration can be set during the creation process.
Additional attendees can be added during the editing of the meeting details.
The location and video call URL can be set for in-person and online meetings respectively.
Odoo's integrated messaging and video chat app can generate a video call URL.
Reminders can be set for meetings, with options for email and SMS notifications.
The calendar event update template can be used for emailing attendees automatically.
The options tab allows for setting meeting recurrence and privacy.
The status on the calendar can be set to show as busy or available.
Meetings can be easily accepted, declined, or edited from the calendar view.
The video call can be joined directly from the event pop-up for convenience.
Odoo streamlines the process of setting up meetings and managing attendees.
Transcripts
[Music]
foreign
ERS Jose Ignacio here with another odoo
tutorial now meetings are an inescapable
part of any industry whether it's an
internal one-on-one between team members
or an external meeting with a potential
client you can schedule any type of
meeting with odoo's easy to use calendar
module now with the calendar module you
can manage your time more effectively
boost your productivity and you can
quickly schedule meetings with just a
few clicks so enough Chit Chat as I
always say and let's dive into my
database and see just how easy it is to
create and schedule a meeting with odoo
calendar
all right uh doers so here I am on my
main menu now of course I can click into
the calendar module we see right here
and that allows me to view my own
calendar and create events but I can
also schedule meetings directly from the
chatter so let's head into CRM
and let's select any card we have here
five VIP chairs because Jose Ignacio
loves his chairs now each record in odoo
has a chatter section that we see over
here and the chatter shows us any
updates messages log nodes and scheduled
activities now when I create a new
activity by selecting the activities
button up here and I changed the
activity type from to do over here to
meeting you notice our buttons changed
all of a sudden now some Fields
disappeared and our bottom button is now
set to open calendar let's explore that
in a second so let's change our summary
there and we select that now what just
happened well odoo automatically saved
our activity and it redirected us to our
calendar now inside of the calendar
module the very first thing I noticed is
I am very zoomed in so let us zoom out
oh doers
all right now that we can see a month we
got a better bird's eye view now first
off I need my team member Mark to attend
this meeting so I'll make sure he's
checked over here under attendees you
can see Mark's beautiful face there in a
nice check mark now we could also add
another one of my team members by
checking or actually by sorry typing
their name down here underneath the ad
attendees field and it should be noted
that adding attendees like this lets me
see their scheduled events on their
respective odoo calendars and isn't that
convenient now I also see immediately
Mark is actually out sick today
no worries Mark we're not going to do
that meeting today then so we'll
schedule a little meeting for tomorrow
instead now how do we do that well to
create a new calendar event I can either
click on the add button that we see up
here in the very far top left or we can
do something kind of cool you can
actually click directly on the slot I
want on the calendar but first now we do
need to be more zoomed in let's go to
week
today's Wednesday
so now that we're here let's select the
time slot for tomorrow and we're going
to select the 10 a.m one and I'll
schedule this meeting for 10 to let's
say 11. but first we actually need a
subject and in this case we're going to
do service presentation ready mats
I like that
now at this point I can click create
and I can also click edit to configure
some additional details now in our case
I think we should just select create
now although I had Mark selected under
attendees that only shows me his
calendar events and when he's available
so I still need Adam as an attendee for
the specific meeting so if I click over
here and I select edit in here
I can actually see right here it's just
me right now so how do I add him I
actually just have to type him in Mark
demo
and there we have it now he's at it I
can also add my client right away since
I have their contact information saved
in my database I can do this again by
starting to type ready Matt
and there we have it now in the meetings
detail tab I can edit the start and the
end times or I can mark it as an all-day
event in our case I did say I wanted to
do it too
11.
a quick one hour
now in our case I can actually just
select also the duration which I could
have done but I just typed it in
now the other thing that you can also do
by the way is you can automatically
update the time when you select the
duration and that's pretty useful now if
this meeting was in person I can also
quickly set a location over here
and if I wanted to if this was a video
call as an online only meeting we can
actually add the video call URL right
over here
I can also add the plus add odoo meeting
over here and that will automatically
generate a video call URL from the odoo
discuss module which I talked about and
that is odo's integrated messaging and
video chat app now once that I do that I
can copy this URL to send to ready-mat
and they'll be able to join the call
even though they aren't users of my
database and you can see that there is
now a join video call button once that I
do so so we do that and you see that
right there
and that's just in case Mark and I want
to see each other but in our case we're
all right now the last thing I want to
talk about is I could also add tags I
mean I could even set a reminder for
these types of things
and isn't that pretty convenient in our
case for our tag let's select customer
meeting
and then once that we're done with that
this looks pretty good so in our case we
also need a nice little reminder when
should I be notified in our case we're
going to select an email in six hours I
need to know way ahead of time so I
could get prepared to look extra
professional for Mark and ready man
now if I wanted to I can also create and
edit new reminder types directly from
this form as well if I wanted to let's
let's say send a text message reminder
let's say two hours ahead of this I can
also type in SMS
text
message Dash
two hours because we have one hour there
and you'll notice I can hit create and
edit and let's do that
and this pops up up here now in our case
we could set SMS right there and we can
change it over here to two hours
now once that this is done
you'll actually notice I could even use
a template or make this the default
reminder type for any new appointments I
create in our case all looks good so
let's hit save and close and there we
have it now you'll notice there's
another tab here and that is the options
tab once that we go inside of here I can
choose to make this meeting a recurring
meeting in case once a week we want to
catch up just until I change it I can
also change its uh privacy over here and
its visibility right there through this
drop down menu I can make this public
private only for internal users and this
changes if this meeting shows my status
as busy or available on the calendar
itself
now one of the last things that I see
right there is that I'm going to be
showing up as busy that's good I'm I'm
pretty happy with these settings so I'm
gonna go ahead and click
what did I just do
that just emailed all the attendees next
to the attendees field and isn't that
great now odoo will automatically use
the pre-loaded calendar event update
template for the email I can also choose
to edit it if I wanted to or you know in
our case this looks pretty good so I'm
actually just going to hit send
all right now that that's done I could
save my new meeting settings and
everything and just pretty much be done
with this and I can wait for my
attendees to confirm my invitation
now I can actually clearly see the event
on my calendar and if I click on it I
end up seeing something special a very
short summary of the event details if
needed you'll notice I can still edit it
again I can also decline it if I don't
want to go anymore
now in our case we're already accepted
but
I could decline it now you'll also
notice I can also join the video call
directly from this pop-up to easily
redirect my video chat in the auto
discuss module and isn't that very
convenient all right as you can see Odo
makes it easy to set up meetings
directly from a record and just a few
clicks I can check other users calendars
and schedule a time that works for
everyone you can also rest easy knowing
I have configured reminders that'll
automatically be sent out to everyone
and all the attendees and that's all
thanks to odoo now that's all for now
but be sure to check out the other
tutorials and documentation to learn
even more about calendar features now
thank you for watching have a great
night
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