In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18.
Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your team never misses a step when handling leads, sales orders, or projects.
What You’ll Learn: 🔍
📋 What Activity Plans are and how they work
⚙️ How to create and configure activity steps
🔁 How to set intervals, triggers, and user assignments
📌 How to apply a plan to a record, such as a lead or project
📆 How activities are automatically scheduled based on the plan date
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More details here:
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