diff --git a/content/applications/essentials/activities.rst b/content/applications/essentials/activities.rst index 3ea7957253..a2fa1ec3d0 100644 --- a/content/applications/essentials/activities.rst +++ b/content/applications/essentials/activities.rst @@ -15,7 +15,7 @@ The icon used to display activities varies, depending on the :ref:`activity type - :icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled. - :icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled. - :icon:`fa-check` :guilabel:`(check)` icon: a "to-do" is scheduled. -- :icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled. +- :icon:`fa-users` :guilabel:`(users)` icon: a meeting is scheduled. - :icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be uploaded. - :icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature request is scheduled. @@ -33,13 +33,12 @@ Chatter Activities can be created from the chatter on any record. -To schedule a new activity, click the :guilabel:`Activities` button, located at the top of the +To schedule a new activity, click the :guilabel:`Activity` button, located at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up window that appears, :ref:`fill out the Schedule Activity form `. .. image:: activities/chatter.png - :align: center - :alt: New activity type form. + :alt: Activity button in chatter field. .. _activities/kanban: @@ -54,7 +53,6 @@ Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the Sch `. .. image:: activities/schedule-kanban-activity.png - :align: center :alt: Kanban view of the CRM pipeline and the option to schedule an activity. .. note:: @@ -80,7 +78,6 @@ appears. the existing scheduled activity. Click on the activity type's icon to schedule another activity. .. image:: activities/schedule-list-activity.png - :align: center :alt: List view of the CRM pipeline and the option to schedule an activity. .. _activities/activity: @@ -94,7 +91,6 @@ the top-right corner of the main menu bar, amongst the other view option icons. To open the activity view, click the |clock|. .. image:: activities/activities.png - :align: center :alt: Top-right menu with the Activities icon called out. In this view, all the available activities are listed in the columns, while the horizontal entries @@ -103,7 +99,7 @@ represent all the individual records. Activities that appear green have a due date in the future, activities that appear orange are due today, while activities appearing red are overdue. -Color bars in each column represent records for specific activity types, and display a number +Colored bars in each column represent records for specific activity types, and display a number indicating how many activities are scheduled for that type. If multiple activity types are scheduled for a record, a number appears in the box, indicating the @@ -114,11 +110,10 @@ total number of scheduled activities. regardless of the activity type, or the view. To schedule an activity for a record, hover over the corresponding field. Click the :icon:`fa-plus` -:guilabel:`(plus)` icon that appears, and then :ref:`fill out the Schedule Activity form +:guilabel:`(plus)` icon, and then :ref:`fill out the Schedule Activity form `. .. image:: activities/activity-view.png - :align: center :alt: Activity view of the CRM pipeline and the option to schedule an activity. .. _activities/form: @@ -131,46 +126,45 @@ Activities can be scheduled from many different places, such as from the :ref:`c the :ref:`Kanban view `, :ref:`list view `, or :ref:`activity view `. -Enter the following information on the form: +First, select an activity type: -- :guilabel:`Activity Type`: select the type of activity from the drop-down menu. The default - options are: :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, or :guilabel:`To-Do`. - Depending on what other applications are installed, additional options may be available. -- :guilabel:`Summary`: enter a short title for the activity, such as `Discuss Proposal`. +- :guilabel:`To-Do` +- :guilabel:`Email` +- :guilabel:`Call` +- :guilabel:`Meeting` +- :guilabel:`Do Stuff` +- :guilabel:`Document` +- :guilabel:`Signature` +- :guilabel:`Grant Approval` + +Then, enter the following information: + +- **Summary**: enter a short title for the activity, such as `Discuss Proposal`. - :guilabel:`Due Date`: using the calendar popover, select the activity's deadline. - :guilabel:`Assigned to`: by default, the current user populates this field. To assign a different user to the activity, select them from the drop-down menu. -- :guilabel:`Notes`: add any additional information for the activity in this field. +- :guilabel:`Log a note`: add any additional information for the activity in this field. -When the :guilabel:`Schedule Activity` pop-up window is completed, click one of the following -buttons: - -- :guilabel:`Open Calendar`: opens the user's calendar to add and schedule the activity. +.. image:: activities/schedule-pop-up.png + :alt: View of CRM leads and the option to schedule an activity. - Click on the desired date and time for the activity, and a :guilabel:`New Event` pop-up window - appears. The summary from the *Schedule Activity* pop-up window populates the :guilabel:`Title` - field. +Click :guilabel:`Schedule` to schedule the activity, and add the activity to the chatter under +:guilabel:`Planned Activities`. Click :guilabel:`Mark Done` to add the details of the activity to +the chatter under :guilabel:`Today`. - Enter the information in the :guilabel:`New Event` pop-up window, then click :guilabel:`Save & - Close` to schedule it. Once scheduled, the activity is added to the chatter under the - :guilabel:`Planned Activities` section. +Schedule a meeting +~~~~~~~~~~~~~~~~~~ - .. important:: - The :guilabel:`Open Calendar` button **only** appears if the :guilabel:`Activity Type` is set - to either :guilabel:`Call` or :guilabel:`Meeting`. +If :guilabel:`Meeting` is selected as the activity type, enter the information as instructed above, +then click :guilabel:`Schedule`. This opens the user's calendar to add and schedule the activity. -- :guilabel:`Schedule`: schedules the activity, and adds the activity to the chatter under - :guilabel:`Planned Activities`. -- :guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under - :guilabel:`Today`. The activity is not scheduled, and is automatically marked as done. -- :guilabel:`Done & Schedule Next`: adds the details of the activity to the chatter under - :guilabel:`Today`. The activity is not scheduled, is automatically marked as done, and a new - :guilabel:`Schedule Activity` pop-up window appears. -- :guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule Activity` pop-up window. +Click on the desired date and time for the activity, and a :guilabel:`New Event` pop-up window +appears. The summary from the *Schedule Activity* pop-up window populates the :guilabel:`Title` +field. -.. image:: activities/schedule-pop-up.png - :align: center - :alt: View of CRM leads and the option to schedule an activity. +Enter the information in the :guilabel:`New Event` pop-up window, then click :guilabel:`Save & +Close` to schedule it. Once scheduled, the activity is added to the chatter under the +:guilabel:`Planned Activities` section. .. _activities/all: @@ -180,7 +174,7 @@ All scheduled activities To view a consolidated list of activities, organized by application, click the |clock| 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 +If any activities are scheduled, the number of activities appears in a red bubble on the |clock|. All activities for each application are further divided into subsections, indicating where in the @@ -189,16 +183,14 @@ activities that are :guilabel:`Late`, due :guilabel:`Today`, and scheduled in th :guilabel:`Future`. .. example:: - In the *Time Off* application, one activity is scheduled to be done in the *All Time Off* + In the **Time Off** application, one activity is scheduled to be done in the *All Time Off* requests dashboard, and six activities are scheduled to be done in the *Allocations* dashboard. These requests appear in two separate lists in the all activities drop-down menu: one labeled `Time Off` and one labeled `Time Off Allocation`. .. image:: activities/activities-menu.png - :align: center - :alt: The list of activities that is accessed from the main menu bar. Two entries for the Time - Off application are highlighted. + :alt: The list of activities that is accessed from the main menu bar. .. tip:: The option to :ref:`Request a Document ` is available at the bottom of the @@ -213,18 +205,16 @@ To view the currently configured types of activities in the database, navigate t :menuselection:`Settings app --> Discuss section --> Activities setting --> Activity Types`. .. image:: activities/settings-activities-types.png - :align: center :alt: Activity Types button in the Settings application under the Discuss section. Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found. .. tip:: Individual applications have a list of *Activity Types* dedicated to that application. For - example, to view and edit the activities available for the *CRM* application, go to + example, to view and edit the activities available for the **CRM** application, go to :menuselection:`CRM app --> Configuration --> Activity Types`. .. image:: activities/activity-list.png - :align: center :alt: The list of activity types already configured and available. Edit activity types @@ -241,10 +231,8 @@ Create new activity types ------------------------- To create a new :ref:`activity type `, click :guilabel:`New` from the -:guilabel:`Activity Types` page, and a blank activity type form loads. - -Enter a :guilabel:`Name` for the activity type at the top of the form, then enter the following -information on the form. +:guilabel:`Activity Types` page, and a blank activity type form loads. Enter a :guilabel:`Name` for +the activity type at the top of the form, then enter the following information on the form. Activity Settings section ~~~~~~~~~~~~~~~~~~~~~~~~~ @@ -257,7 +245,7 @@ Activity Settings section - :guilabel:`Call` or :guilabel:`Meeting`: If selected, users have the option to open their calendar to select a date and time for the activity. - :guilabel:`Request Signature`: If selected, a link to open a signature request pop-up window is - automatically added to the planned activity in the chatter. This requires the Odoo *Sign* + automatically added to the planned activity in the chatter. This requires the Odoo **Sign** application to be installed. .. note:: @@ -309,7 +297,6 @@ It is possible to have another activity either suggested or triggered. To do so, :guilabel:`after previous activity deadline` or :guilabel:`after completion date`. .. image:: activities/new-activity.png - :align: center :alt: A new Activity form with all the fields filled out. .. seealso:: diff --git a/content/applications/essentials/activities/activities-menu.png b/content/applications/essentials/activities/activities-menu.png index 6a0f7fc7d4..9bd0f6f293 100644 Binary files a/content/applications/essentials/activities/activities-menu.png and b/content/applications/essentials/activities/activities-menu.png differ diff --git a/content/applications/essentials/activities/activities.png b/content/applications/essentials/activities/activities.png index e73c420ab2..07d6225868 100644 Binary files a/content/applications/essentials/activities/activities.png and b/content/applications/essentials/activities/activities.png differ diff --git a/content/applications/essentials/activities/activity-view.png b/content/applications/essentials/activities/activity-view.png index 2ea04829d3..625fa1149b 100644 Binary files a/content/applications/essentials/activities/activity-view.png and b/content/applications/essentials/activities/activity-view.png differ diff --git a/content/applications/essentials/activities/chatter.png b/content/applications/essentials/activities/chatter.png index 53d791845b..e9f73d3f84 100644 Binary files a/content/applications/essentials/activities/chatter.png and b/content/applications/essentials/activities/chatter.png differ diff --git a/content/applications/essentials/activities/schedule-kanban-activity.png b/content/applications/essentials/activities/schedule-kanban-activity.png index 2b607de14b..9d1bd82513 100644 Binary files a/content/applications/essentials/activities/schedule-kanban-activity.png and b/content/applications/essentials/activities/schedule-kanban-activity.png differ diff --git a/content/applications/essentials/activities/schedule-list-activity.png b/content/applications/essentials/activities/schedule-list-activity.png index a37879ebef..21758f4a92 100644 Binary files a/content/applications/essentials/activities/schedule-list-activity.png and b/content/applications/essentials/activities/schedule-list-activity.png differ diff --git a/content/applications/essentials/activities/schedule-pop-up.png b/content/applications/essentials/activities/schedule-pop-up.png index efea36d3de..baa2d8356a 100644 Binary files a/content/applications/essentials/activities/schedule-pop-up.png and b/content/applications/essentials/activities/schedule-pop-up.png differ diff --git a/content/applications/essentials/activities/settings-activities-types.png b/content/applications/essentials/activities/settings-activities-types.png index c146d3c3e3..1cf4113049 100644 Binary files a/content/applications/essentials/activities/settings-activities-types.png and b/content/applications/essentials/activities/settings-activities-types.png differ