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* Activity ** *** * 活动 ** *** Activities reduce the risk of uncertainty by providing clear instructions for the next steps. Planning activities is ......
Activity
活动
Activities reduce the risk of uncertainty by providing clear instructions for the next steps. Planning activities is a stunning method to keep focused on the work. Schedule activities supported by most of the Odoo records. We'll use an opportunity in the CRM software for the example.
活动通过为接下来的步骤提供明确的指示来减少不确定性的风险。计划活动是保持专注于工作的绝佳方法。安排大多数Odoo记录支持的活动。我们将使用CRM软件中的一个机会作为示例。
Here inside the pipelines, we can see the opportunity. Click the clock symbol to see the option to schedule the activity inside the opportunity card. From here user can schedule an activity.
在管道内部,我们可以看到机会。点击时钟符号,可以看到机会卡内安排活动的选项。从这里,用户可以安排一个活动。
Here fields are;
这里是田野;
Activity Type: Choose the activity type as per our wish.
活动类型:根据自己的喜好选择活动类型。
Summary: Description of the activity that is specified.
摘要:指定的活动的描述。
Due Date: Deadline for completing the activity.
截止日期:完成活动的截止日期。
Assigned To: The person who is responsible for the activity.
指定人员:负责该活动的人员。
The activities can be planned from the tree view, form view, and calendar view of the records as well. The opportunity cards have the clock symbol with different colors with respect to their activities. One can schedule the activity by clicking the schedule button. If it's grey, there aren't any activities planned right now. Scheduled opportunities are in green color. Activities that due today are in yellow color, and the last one, red, is time to get work.
活动也可以从记录的树视图、表单视图和日历视图中进行规划。机会卡上有不同颜色的时钟符号。您可以通过单击schedule按钮来安排活动。如果是灰色,表示目前没有任何活动计划。预定的机会以绿色显示。今天要完成的活动用黄色表示,最后一项用红色表示该开始工作了。
Also, users can create the types of activities they want in the configuration from the CRM module or in the general settings of Odoo.
此外,用户可以在CRM模块的配置中或在Odoo的常规设置中创建他们想要的活动类型。
Name: This is the name of the activity type.
名称:这是活动类型的名称。
Actions: Certain actions can trigger certain actions, like opening the calendar view.
操作:某些操作可以触发某些操作,比如打开日历视图。
Default User: Assign users to activities. If it's not assigned to anyone, you can assign it manually when you select it.
默认用户:将用户分配给活动。如果没有分配给任何人,您可以在选择它时手动分配它。
Models: Start Comment If you want to make the expand model activity specific to one model and not use it when managing the activities of other models.
模型:如果您想使扩展模型活动特定于一个模型,而不是在管理其他模型的活动时使用它,则开始注释。
Default Summary: A brief description of what the activity entails.
默认摘要:对活动所需内容的简要描述。
Icon: Font for icons such as fa-phone, etc.
图标:图标字体,如fa-phone等。
Decoration Type: Change the background color of the associated activity. For, Next Activity
装饰类型:改变关联活动的背景颜色。对于,下一个活动
Chaining Type: You can select either Trigger Next Activity or Suggest Next Activity as the next activity to select the next activity.
链接类型:您可以选择“触发下一个活动”或“建议下一个活动”作为下一个活动来选择下一个活动。
Suggest: The selections displayed depend on the action selected and the consolidation type selected. If you want the Deploy Comment Start model activity to be specific to one model and not available when managing activities for other models.
建议:显示的选项取决于选择的操作和选择的整合类型。如果您希望Deploy Comment Start模型活动特定于一个模型,并且在管理其他模型的活动时不可用。
Email Templates: E-mail templates can be used for activities if desired.
电子邮件模板:如果需要,电子邮件模板可以用于活动。
Schedule: Set the number of days, weeks, or months for the next action and when it will occur. B. After the completion date of the first activity or after the deadline of the previous activity.
日程安排:设置下一个动作的天数、周数或月数以及发生的时间。B.在第一项活动结束日期之后或在前一项活动截止日期之后。
Log Note: Any notes displayed about the activity.
日志注释:显示有关该活动的任何注释。
In this way, you can create activity types.
通过这种方式,您可以创建活动类型。
Click the icon in the upper right corner of any page to view all upcoming events. A number next to the icon indicates a slow action.
单击任何页面右上角的图标以查看所有即将发生的事件。图标旁边的数字表示动作缓慢。
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