[I18N] *: export latest terms
As per usual, leave off developer.pot and contributing.pot since we
don't translate them (not useful, can't really contribute to/dev in
Odoo without knowing English)
closes odoo/documentation#9570
X-original-commit: bd40de3
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
Signed-off-by: Tiffany Chang (tic) <tic@odoo.com>
This commit is contained in:
Tiffany Chang (tic)
+357
-214
@@ -8,7 +8,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 17.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2024-04-30 09:16+0000\n"
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"POT-Creation-Date: 2024-05-31 09:59+0000\n"
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"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
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"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
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"Language-Team: LANGUAGE <LL@li.org>\n"
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@@ -25,303 +25,446 @@ msgid "Activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:5
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msgid "*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled on any page of the database that contains a chatter thread, kanban view, list view, or activities view of an application."
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msgid "*Activities* are follow-up tasks tied to a record in an Odoo database."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:10
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msgid "Schedule activities"
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#: ../../content/applications/essentials/activities.rst:9
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msgid "The icon used to display activities varies depending on the :ref:`activity type <activities/types>`:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:11
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msgid ":guilabel:`🕘 (clock)`: the default icon, which appears if nothing is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:12
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msgid "One way that activities are created is by clicking the :guilabel:`Schedule Activity` button, located at the top of the *chatter* on any record. On the pop-up window that appears, select an :guilabel:`Activity Type` from the drop-down menu."
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msgid ":guilabel:`📞 (phone)`: this icon appears if a phone call is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:17
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msgid "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 :menuselection:`CRM app --> Configuration --> Activity Types`."
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#: ../../content/applications/essentials/activities.rst:13
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msgid ":guilabel:`✉️ (envelope)`: this icon appears if an email is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:14
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msgid ":guilabel:`✔️ (checkmark)`: this icon appears if a to-do is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:15
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msgid ":guilabel:`(group of people)`: this icon appears if a meeting is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:16
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msgid ":guilabel:`(arrow pointing up above a line)`: this icon appears if a document is scheduled to be uploaded."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:18
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msgid ":guilabel:`(pencil in a box)`: this icon appears if a signature request is scheduled."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:21
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msgid "Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule Activity` pop-up window."
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msgid "Schedule activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:24
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msgid "To assign the activity to a different user, select a name from the :guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the activity is automatically assigned."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:27
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msgid "Lastly, feel free to add any additional information in the optional :guilabel:`Log a note...` field."
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#: ../../content/applications/essentials/activities.rst:23
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msgid "Activities can be scheduled on any page of the database that contains a :ref:`chatter <activities/chatter>` thread, :ref:`Kanban view <activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activities view <activities/activity>` of an application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:30
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msgid "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates based on the configuration settings for the selected :guilabel:`Activity Type`. However, this date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field."
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msgid "Chatter"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:32
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msgid "Activities can be created from the chatter on any record."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:34
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msgid "Lastly, click one of the following buttons:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:36
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msgid ":guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:37
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msgid ":guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`. The activity is not scheduled, it is automatically marked as completed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:39
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msgid ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and opens a new activity window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:41
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msgid ":guilabel:`Discard`: discards any changes made on the pop-up window."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:-1
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "View of CRM leads and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:47
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msgid "Depending on the activity type, the :guilabel:`Schedule` button may be replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` button."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:50
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msgid "Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:55
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msgid "Activities can also be scheduled from the kanban, list, or activities view of an application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:59
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msgid "Kanban view"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:61
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msgid "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid "Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:67
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msgid "List view"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:69
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msgid "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon, then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:76
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msgid "Activity view"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:78
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msgid "To open the activity view for an application, select the :guilabel:`🕘 (clock)` icon from the menu bar anywhere in the database. Select any application from the drop-down menu, and click the :guilabel:`🕘 (clock)` icon for the desired app."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid "Activity menu drop down with focus on where to open activity view for CRM."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:85
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msgid "Select a record on which to schedule an activity. Move across the row to find the desired activity type, then click the :guilabel:`＋ (plus sign)`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:0
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msgid "Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:92
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msgid "Activity colors, and their relation to an activity's due date, is consistent throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:95
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msgid "Activities that appear in **green** indicate a due date sometime in the future."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:96
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msgid "**Yellow** indicates that the activity's due date is today."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:97
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msgid "**Red** indicates that the activity is overdue and the due date has passed."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:99
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msgid "For example, if an activity is created for a phone call, and the due date passes, the activity appears with a red phone in list view, and a red clock on the kanban view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:103
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msgid "View scheduled activities"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:105
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msgid "To view scheduled activities, open either the :menuselection:`Sales app` or :menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located to the far-right side of the other view options."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:108
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msgid "Doing so opens the activities menu, showcasing all the scheduled activities for the user, by default. To show all activities for every user, remove the :guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:112
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msgid "To view a consolidated list of activities separated by the application where they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on the header menu to see the activities for that specific application in a drop-down menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:116
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msgid "The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "View of CRM leads page emphasizing the activities menu."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:123
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msgid "Configure activity types"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:125
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msgid "To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss --> Activities --> Activity Types`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "View of the settings page emphasizing the menu activity types."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:131
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msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:133
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msgid "To edit an existing activity type, select it from the list, then click :guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:136
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msgid "At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity type."
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msgid "To schedule a new activity, click the :guilabel:`Activities` 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 <activities/form>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "New activity type form."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:143
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msgid "Activity settings"
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#: ../../content/applications/essentials/activities.rst:45
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msgid "Kanban view"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:146
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msgid "Action"
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#: ../../content/applications/essentials/activities.rst:47
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msgid "Another way that activities are created is from the Kanban view in an application."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:148
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msgid "The *Action* field specifies the intent of the activity. Some actions trigger specific behaviors after an activity is scheduled."
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "The Kanban icon in the top menu, highlighted."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:53
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msgid "To do so, click on the :guilabel:`🕘 (clock)` icon located at the bottom of an individual record."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:55
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msgid "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the Schedule Activity form <activities/form>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "Kanban view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:63
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#: ../../content/applications/essentials/activities.rst:82
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msgid "If a record already has a scheduled activity, the :guilabel:`🕘 (clock)` icon is replaced by the icon that represents the existing scheduled activity. Click on the activity type's icon to schedule another activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:70
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msgid "List view"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:72
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msgid "Activities can also be created from a list view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:74
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msgid "If the :guilabel:`Activities` column is hidden, reveal it using the :guilabel:`(additional options toggle)` icon in the far-right of the top row, represented by two horizontal lines with two dots."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:77
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msgid "Then, click on the :guilabel:`🕘 (clock)` icon for the record the activity is being added to, then click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form <activities/form>` that appears."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "List view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:93
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msgid "Activity view"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:95
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msgid "Most applications in Odoo have an *Activity* view available. If available, a :guilabel:`🕘 (clock)` activity icon is visible in the top-right of the main menu bar."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:98
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msgid "To open the activity view, click the :guilabel:`🕘 (clock)` activity icon."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "Top-right menu with the Activities icon called out."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:104
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msgid "In this view, all the available activities are listed in the columns, while the horizontal entries represent all the individual records."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:107
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msgid "Activities that appear green have a due date in the future, activities that appear orange are due today, while activities appearing red are overdue."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:110
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msgid "Color bars in each column represent records for specific activity types, and display a number indicating how many activities are scheduled for that type."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:113
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msgid "If multiple activity types are scheduled for a record, a number appears in the box, indicating the total number of scheduled activities."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:117
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msgid "Activity colors, and their relation to an activity's due date, is consistent throughout Odoo, regardless of the activity type, or the view."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:120
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msgid "To schedule an activity for a record, hover over the corresponding field, and a :guilabel:`➕ (plus sign)` appears. Click the :guilabel:`➕ (plus sign)`, and then :ref:`fill out the Schedule Activity form <activities/form>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:-1
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msgid "Activity view of the CRM pipeline and the option to schedule an activity."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:131
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msgid "Schedule Activity form"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:133
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msgid "Activities can be scheduled from many different places, such as from the :ref:`chatter <activities/chatter>` of a record, or from one of multiple views in an application, when available: the :ref:`Kanban view <activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activity view <activities/activity>`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:138
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#: ../../content/applications/essentials/activities.rst:220
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msgid "Enter the following information on the form:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:140
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msgid ":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."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:145
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msgid "Individual applications have a list of dedicated :ref:`activity types <activities/types>`. For example, installing the *Sales* application makes :guilabel:`Order Upsell` available, while installing the *Sign* application makes :guilabel:`Request Signature` available."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:149
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msgid ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss Proposal`."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:150
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msgid ":guilabel:`Due Date`: using the calendar popover, select the activity's deadline."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:151
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msgid "If :guilabel:`Upload Document` is selected, a link to upload a document is added directly to the planned activity in the chatter."
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msgid ":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."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:153
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msgid "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users have the option to open their calendar to schedule a time for this activity."
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msgid ":guilabel:`Notes`: add any additional information for the activity in this field."
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:155
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msgid "If :guilabel:`Request Signature` is selected, a link is added to the planned activity in the chatter that opens a signature request pop-up window."
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msgid "When the :guilabel:`Schedule Activity` pop-up window is completed, click one of the following buttons:"
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msgstr ""
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#: ../../content/applications/essentials/activities.rst:159
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msgid "The actions available to select on an activity type vary, depending on the applications currently installed in the database."
|
||||
#: ../../content/applications/essentials/activities.rst:158
|
||||
msgid ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the activity."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:163
|
||||
msgid "Default user"
|
||||
#: ../../content/applications/essentials/activities.rst:160
|
||||
msgid "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."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:165
|
||||
msgid "To automatically assign this activity to a specific user when this activity type is scheduled, choose a name from the :guilabel:`Default User` drop-down menu. If this field is left blank, the activity is assigned to the user who creates the activity."
|
||||
#: ../../content/applications/essentials/activities.rst:164
|
||||
msgid "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."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:170
|
||||
msgid "Default summary"
|
||||
#: ../../content/applications/essentials/activities.rst:169
|
||||
msgid "The :guilabel:`Open Calendar` button **only** appears if the :guilabel:`Activity Type` is set to either :guilabel:`Call` or :guilabel:`Meeting`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:172
|
||||
msgid "To include notes whenever this activity type is created, enter them into the :guilabel:`Default Summary` field."
|
||||
msgid ":guilabel:`Schedule`: schedules the activity, and adds the activity to the chatter under :guilabel:`Planned Activities`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:174
|
||||
msgid ":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."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:176
|
||||
msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved."
|
||||
msgid ":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."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:181
|
||||
msgid "Next activity"
|
||||
#: ../../content/applications/essentials/activities.rst:179
|
||||
msgid ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule Activity` pop-up window."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:183
|
||||
msgid "To automatically suggest, or trigger, a new activity after an activity has been marked complete, the :guilabel:`Chaining Type` must be set."
|
||||
#: ../../content/applications/essentials/activities.rst:-1
|
||||
msgid "View of CRM leads and the option to schedule an activity."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:187
|
||||
msgid "Suggest next activity"
|
||||
#: ../../content/applications/essentials/activities.rst:188
|
||||
msgid "All scheduled activities"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:189
|
||||
msgid "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. Upon doing so, the field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to select any activities to recommend as follow-up tasks to this activity type."
|
||||
#: ../../content/applications/essentials/activities.rst:190
|
||||
msgid "To view a consolidated list of activities, organized by application, click the :guilabel:`🕘 (clock)` icon in the header menu, located in the top-right."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:193
|
||||
#: ../../content/applications/essentials/activities.rst:220
|
||||
msgid "In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so, configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity deadline`."
|
||||
msgid "If any activities are scheduled, the number of activities appear in a red bubble on the :guilabel:`🕘 (clock)` icon."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:198
|
||||
#: ../../content/applications/essentials/activities.rst:225
|
||||
msgid "This :guilabel:`Schedule` field information can be altered before the activity is scheduled."
|
||||
#: ../../content/applications/essentials/activities.rst:196
|
||||
msgid "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 :guilabel:`Late`, due :guilabel:`Today`, and scheduled in the :guilabel:`Future`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:200
|
||||
#: ../../content/applications/essentials/activities.rst:227
|
||||
msgid "When all configurations are complete, click :guilabel:`Save`."
|
||||
#: ../../content/applications/essentials/activities.rst:202
|
||||
msgid "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."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:-1
|
||||
msgid "Schedule activity popup with emphasis on recommended activities."
|
||||
#: ../../content/applications/essentials/activities.rst:205
|
||||
msgid "These requests appear in two separate lists in the all activities drop-down menu: one labeled `Time Off` and one labeled `Time Off Allocation`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:206
|
||||
msgid "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest Next Activity`, and has activities listed in the :guilabel:`Suggest` field, users are presented with recommendations for activities as next steps."
|
||||
#: ../../content/applications/essentials/activities.rst:0
|
||||
msgid "The list of activities that is accessed from the main menu bar. Two entries for the Time\n"
|
||||
"Off application are highlighted."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:211
|
||||
msgid "Trigger next activity"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:213
|
||||
msgid "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` immediately launches the next activity once the previous one is completed."
|
||||
#: ../../content/applications/essentials/activities.rst:214
|
||||
msgid "Request a document"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:216
|
||||
msgid "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining Type` field, the field beneath changes to: :guilabel:`Trigger`. From the :guilabel:`Trigger` field drop-down menu, select the activity that should be launched once this activity is completed."
|
||||
msgid "The option to :guilabel:`Request a Document` is available at the bottom of the list of :ref:`all scheduled activities <activities/all>`, the option to :guilabel:`Request a Document` appears. Click :guilabel:`Request a Document`, and a :guilabel:`Request a file` pop-up window appears."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:-1
|
||||
msgid "Schedule new activity popup with emphasis on Done and launch next button."
|
||||
#: ../../content/applications/essentials/activities.rst:222
|
||||
msgid ":guilabel:`Document Name`: enter a name for the document being requested."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:223
|
||||
msgid ":guilabel:`Request To`: select the user the document is being requested from using the drop-down menu."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:225
|
||||
msgid ":guilabel:`Due Date In`: enter a numerical value indicating when the document is due. Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:229
|
||||
msgid ":guilabel:`Workspace`: using the drop-down menu, select the specific :ref:`Workspace <documents/workspaces>` the document is being uploaded to."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:231
|
||||
msgid ":guilabel:`Tags`: select any desired tags from the drop-down menu. The available tags displayed are based on the tags configured for the selected :guilabel:`Workspace`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:233
|
||||
msgid "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger Next Activity`, marking the activity as `Done` immediately launches the next activity listed in the :guilabel:`Trigger` field."
|
||||
msgid ":guilabel:`Message`: enter a message to clarify the document request in this field."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:238
|
||||
msgid ":doc:`/applications/productivity/discuss`"
|
||||
#: ../../content/applications/essentials/activities.rst:235
|
||||
msgid "When all the fields are completed, click :guilabel:`Request` to send the document request."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:239
|
||||
msgid ":doc:`/applications/productivity/discuss/team_communication`"
|
||||
#: ../../content/applications/essentials/activities.rst:-1
|
||||
msgid "The Request a file form, with all fields filled out to request a contract."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:244
|
||||
msgid "Activity types"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:246
|
||||
msgid "To view the currently configured types of activities in the database, navigate to :menuselection:`Settings app --> Discuss section --> Activities setting --> Activity Types`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:-1
|
||||
msgid "Activity Types button in the Settings application under the Discuss section."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:253
|
||||
msgid "Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:-1
|
||||
msgid "The list of activity types already configured and available."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:260
|
||||
msgid "Edit activity types"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:262
|
||||
msgid "To edit an existing :ref:`activity type <activities/types>`, click on the activity type, and the activity type form loads."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:265
|
||||
msgid "Make any desired changes to the activity type form. The form automatically saves, but it can be saved manually at any time by clicking the :guilabel:`Save Manually` option, represented by a :guilabel:`(cloud upload)` icon, located in the top-left corner of the page."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:270
|
||||
msgid "Create new activity types"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:272
|
||||
msgid "To create a new :ref:`activity type <activities/types>`, click :guilabel:`New` from the :guilabel:`Activity Types` page, and a blank activity type form loads."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:275
|
||||
msgid "Enter a :guilabel:`Name` for the activity type at the top of the form, then enter the following information on the form."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:279
|
||||
msgid "Activity Settings section"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:281
|
||||
msgid ":guilabel:`Action`: using the drop-down menu, select an action associated with this new activity type. Some actions trigger specific behaviors after an activity is scheduled, such as:"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:284
|
||||
msgid ":guilabel:`Upload Document`: if selected, a link to upload a document is automatically added to the planned activity in the chatter."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:286
|
||||
msgid ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option to open their calendar to select a date and time for the activity."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:288
|
||||
msgid ":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* application to be installed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:293
|
||||
msgid "Available activity types vary based on the installed applications in the database."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:295
|
||||
msgid ":guilabel:`Folder`: select a specific :ref:`workspace <documents/workspaces>` folder to save a document to. This field **only** appears if :guilabel:`Upload Document` is selected for the :guilabel:`Action`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:299
|
||||
msgid "Using the drop-down menu, select the :guilabel:`Folder` the document is saved to."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:301
|
||||
msgid ":guilabel:`Default User`: select a user from the drop-down menu to automatically assign this activity to the selected user when this activity type is scheduled. If this field is left blank, the activity is assigned to the user who creates the activity."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:304
|
||||
msgid ":guilabel:`Default Summary`: enter a note to include whenever this activity type is created."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:307
|
||||
msgid "The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are included when an activity is created. However, they can be altered before the activity is scheduled or saved."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:311
|
||||
msgid ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been marked as `Done` visible in the :ref:`activity view <activities/activity>`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:313
|
||||
msgid ":guilabel:`Default Note`: enter any notes to appear with the activity."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:316
|
||||
msgid "Next Activity section"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:318
|
||||
msgid "It is possible to have another activity either suggested or triggered. To do so, configure the :guilabel:`Next Activity` section."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:321
|
||||
msgid ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` field is displayed."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:326
|
||||
msgid "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload Document` is selected for the :guilabel:`Action`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:329
|
||||
msgid ":guilabel:`Suggest/Trigger`: depending on what is selected for the :guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or :guilabel:`Trigger`. Using the drop-down menu, select the activity to recommend or schedule as a follow-up task to the activity type."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:332
|
||||
msgid ":guilabel:`Schedule`: configure when the next activity is suggested or triggered."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:334
|
||||
msgid "First, enter a numerical value indicating when the activity is suggested or triggered."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:336
|
||||
msgid "Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to reveal a drop-down menu. Select the desired time-frame option from the list. The options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:340
|
||||
msgid "Lastly, using the drop-down menu, select whether the activity is scheduled or triggered either :guilabel:`after previous activity deadline` or :guilabel:`after completion date`."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:-1
|
||||
msgid "A new Activity form with all the fields filled out."
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:348
|
||||
msgid ":doc:`../productivity/discuss`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/activities.rst:349
|
||||
msgid ":doc:`../productivity/discuss/team_communication`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/essentials/export_import_data.rst:3
|
||||
|
||||
Reference in New Issue
Block a user