Files
ux-tools/mail_activity_plan
..
2023-10-13 11:22:28 +02:00
2023-10-13 11:22:28 +02:00
2023-10-13 11:22:28 +02:00
2023-10-13 11:22:28 +02:00
2023-10-13 11:22:28 +02:00
2023-10-13 11:22:28 +02:00
2023-10-13 11:22:28 +02:00

====================
mail_activity_plan
====================

Installation
============
Use Odoo normal module installation procedure to install ``mail_activity_plan``.


Configuration
=============
To create activity templates, go to Settings > Technical > Discuss > Activity templates :

Select a activiy type, select a user to assign, fiel the other fields (summary, note) 

To create activities plans, go to Settings > Technical > Discuss > Activity plans :

Provide a name, select or create activity templates

A plan can be related to many activity templates

A activity template can be related to many plans

A activity template is related to only one activity type


Usage
=====
Once your plan is configured, you can define a server-action to launch automatically the activities for a choose model

Go to Settings > Technical > Actions > Server Actions

Provide a name, select a model, select action "[generate_activities]", select a plan.

Once your new server action is configured, go to an instance of the chosen model, 
click on the server action to generate automatically the activities of the plan

Known issues / Roadmap
======================

None yet.

Bug Tracker
===========

Bugs are tracked on `our issues website <https://github.com/elabore-coop/ux-tools/issues>`_. In case of
trouble, please check there if your issue has already been
reported. If you spotted it first, help us smashing it by providing a
detailed and welcomed feedback.

Credits
=======

Contributors
------------

* Laetitia Da Costa (https://github.com/LaetitiaElabore)

Funders
-------

The development of this module has been financially supported by:
* Elabore (https://elabore.coop)


Maintainer
----------

This module is maintained by Elabore.