Odoo Calendar | Getting Started

what's up OD doers Nathan here with another Odo tutorial with odu's fully integrated calendar app you can create View and edit meetings from the Calendar app itself or the records chatter so let's dive into our database to see how easy it is to create a meeting using Odo calendar of course I can click into the Calendar app from the main ODU dashboard to view my own calendar and create events but because that app is fully integrated I can also schedule meetings Direct ly from the chatter of any record so let's jump into the CRM and

see how that would work each record in Odo has a chatter section for example if I click into the 5vp chairs card the chatter shows us any updates messages log notes or scheduled activities related to this record to create a new meeting from here all I have to do is click on activities and change the meeting type to meeting now let's enter a summary for the meeting topic by typing service presentation for ready mat in the summary field then when I click open calendar Udo will save the activity and redirect me to my calendar in

the Odo calendar app I also need to add my team member Lori to attend this meeting to see Lori schedule I just need to add her to the attendees list here on the right sidebar all I have to do is Click add attendees and then type Lori in the field and then selector from the drop- down menu this will make Lori schedule visible to me so I can find a time that works for both of us adding Lori to the attendees list on this calendar page does not schedule an activity in her calendar it simply

just shows me her availability so to create a new calendar event I can either click this new button here in the upper left corner or click directly on the slot I want on the calendar so I'm going to schedule this meeting for tomorrow at 10: a.m. to do that I'm just going to make sure I'm in the week view and then I'll click on 10:00 a.m. for tomorrow's time slot which presents me with a new event popup window that I can use to make any additional adjustments to the scheduled event thanks to Odo the meeting

subject automatically populates based on what I initially entered as the summary on the activity popup from the chatter a moment ago at this point I can go ahead and click save and close to quickly put this on my calendar but in this case I'm going to go ahead and click more options to configure additional details doing so reveals a separate page with even more ways to customize the scheduled event now remember how I had Lori selected under the attendees section of the Calendar app if you recall that only shows me her calendar events and when

she's available doesn't just automatically schedule her to anything so it's time to add her as an attendee for the specific meeting which does schedule an event in her calendar to do so I'll type Lori in the selected attendees dropdown field and then selector I can also add my client from here since I have their contact info in my database to do so once again I'll select the select attendees field and this time I'm going to add my contact from ready mat specifically Billy Fox great from this meeting form I can also edit the start and

end times or mark this as an all day event I'll make sure to set the duration to two hours by typing two in the duration field when I click away from the field you'll see that ODU automatically updates the end time of this meeting and if this meeting is going to be recurrent I can tick the corresponding recurring box from here I can configure when the meeting repeats and how many times also if this meeting is going to be in person I can quickly set a location here as well or if it's an online only

meeting we can add a video URL and since it is going to be a virtual meeting all I have to do is click the plus Odo meeting which automatically generates a video URL from the ODU discuss app odu's integrated messaging and video chat application and you can see there's now a join video call Button as well that me and Lori can use when it's time for the meeting also from this meeting form I have the option to add any tags that I want for easy recognition and additional categorization so let's add the tag customer meeting

just so everybody knows what the meeting is about we also have some privacy settings that we can adjust I can change this meeting to show me as busy or available on on the calendar I can also choose if this meaning is going to be public private or for internal users only now for the organizer I've left it as Mutual admin but I can send it to any user in the database we can also add a short description so as you can see no matter what you need ODU has you covered and maybe you're like me

and need a constant reminder about meetings if so you can easily set those reminders here let's add a new reminder to do that I'll click into the reminder field and select the email 6 hours option from the drop- down menu this particular reminder will send an email to all attendees 6 hours before the meeting starts I can also create and edit new reminders directly from this form if needed but I'm pretty happy with these settings so I'll go ahead and click email to invite all my attendees to this meeting when I do ODU will automatically

use the pre-loaded calendar event template for the email which I can edit however I'd like but I'm okay with how it looks so I'll just go ahead and click Send now let's navigate away from my new meeting by clicking on the meetings breadcrumb button here in the upper left now all I have to do is wait for my attendees to confirm the invitation but as you can see my changes are automatically saved I can see the event on my calendar for myself and Lori and if I click into it I can see the summary of

the event details if needed I can edit the event or even delete it I can also see that I've accepted this meeting with the green check mark next to my avatar we'll also see the notification schedule on the popup summary along with any tags that we've added as well as the organizing company I can also click this video popup for the join video call button to easily redirect me to the specific video chat in the ODU discuss app talk about staying connected now let's say that we want to go back to the 5vp chairs record

via the breadcrumbs here and look at this our meeting is now added to the chatter under the planned activity section and I can see the meeting in the next meeting smart button directly above from the chatter we can also Mark this as done reschedule the meeting or even cancel it pretty cool right and there you have it folks as you can see ODU makes setting up and scheduling meetings from a record super simple with oo I can check other users calendars in just a few clicks and schedule a time that works for everybody I can

also rest easy knowing I have configured reminders that'll automatically be sent to all my meeting attendees that's all for now but feel free to check out our other tutorials and documentation to learn even more about activities thanks for watching