Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, you will learn the core rules of automated scheduling, how to quickly reassign shifts when an employee requests time off, and how to copy a full weekly schedule forward with just a single click. What You’ll Learn 🔎 ⚙️ Automatically fill unassigned open shifts. 📋 Odoo checks roles, availability, and time off. ⚠️ […]
In this video, you will learn the core rules of automated scheduling, how to quickly reassign shifts when an employee requests time off, and how to copy a full weekly schedule forward with just a single click. What You’ll Learn 🔎 ⚙️ Automatically fill unassigned open shifts. 📋 Odoo checks roles, availability, and time off. ⚠️ […]
This tutorial breaks down the essential workflows and hidden gems of the Odoo 19 Planning module. You will learn how to seamlessly publish schedules, decode visual shift statuses, empower your team with automated shift swapping, and generate professional schedule previews. What You’ll Learn 🔎 📢 Publish and notify your staff instantly. 🎨 Master color-coded shift status […]
This tutorial breaks down the essential workflows for building a high-performance schedule within the Odoo 19 Planning module. You will learn how to streamline your operations using shift templates, automate recurring schedules with the “Repeat” feature, and configure employee profiles for maximum data accuracy What You’ll Learn 🔎 🏗️ Create reusable shift templates 👤 Assign employees […]
In today’s video, we’re walking through the latest Manufacturing Planning improvements in Odoo 19.2. You’ll learn how the new Gantt and Kanban views work, and how they make planning work orders faster, more visual, and much easier to manage. What You’ll Learn 🔎 📊 How the new Gantt view helps visualize capacity and scheduling […]
By default, Odoo Planning’s calendar lets you create shifts one by one, which can be tedious. There are a few ways you can achieve mass creation depending on whether you want to use Odoo’s native features or customization. Copy Existing Shifts In the Planning – Calendar View, create a shift. Use the copy/duplicate option or […]
In this video, we’ll show you how to master all the essential planning views in Odoo — including Gantt, Calendar, List, Kanban, and more What You’ll Learn: 1.When and why to use each view 2.How to manage team schedules using the Gantt view 3.Visualize appointments and shifts with the Calendar view 4.Use List view for […]
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 […]
Struggling with messy schedules and constant miscommunication? Discover how Odoo Planning transforms the way you organize shifts, tasks, and teams — compared to traditional manual methods like spreadsheets or whiteboards. Manual Planning: 1.Prone to errors 2.No real-time updates 3.Time-consuming Odoo Planning: 1. Real-time scheduling 2. Auto task assignment & reminders 3. Conflict-free planning with smart […]
In this video, we dive into the Odoo Planning Module and explain what the different shift colors and visuals on the dashboard really mean — so you can manage your team’s schedule with confidence. Shift Color & Icon Guide: Full color: Shift is planned and published Diagonal stripes: Shift is planned but not yet published […]