In this video, learn how to streamline your workforce management using Recurring Shift Planning in Odoo. Whether you’re running weekly shifts or alternating schedules, Odoo lets you automate repetitive planning, reduce manual work, and avoid scheduling conflicts.Create a shift once and repeat it daily, weekly, or monthly 1.Set up daily, weekly, or custom recurring shifts […]
Unlock the power of Odoo 18’s Planning app to streamline your team’s schedule! This video guides you through creating and managing shifts for optimal resource allocation. Discover how to: Navigate the Planning Interface for easy schedule access. Manually create new shifts with resource, role, date, and time details. Utilise Shift Templates for quick recurring shift […]
Discover the Auto Plan feature in Odoo Planning! Automatically assign shifts in one click to save time and optimize team scheduling. #Odoo18 #Odoo18Planning #Odoo18Tutorials #Odoo18Features #OdooPlanningApp #OdooShiftPlanning #Odoo18Release #Odoo18FunctionalTutorial #OdooERP #OdooImplementation #Odoo18Shifts #OdooPlanning #ShiftPlanning #Automation #Tutorial #OdooTutorials #OpenShifts #HR #ERP #BusinessSoftware #NewFeatures #ReleaseDate #FunctionalTutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: […]
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]