ODOO'S FUNCTIONS

Odoo proposes 'Meeting' as an activity type, which is a good feature, but when you click on it, you just arrive on the calendar view among all the other meetings without any context. 

CLUEDOO'S FUNCTIONS

Cluedoo considers that the most intuitive way is to 1. Create the meeting from a scheduled activity and then 2. Adjust the day-hour according to availability of people. In addition to Open Calendar, you have this option to create a meeting, which will create a meeting with the key info (subject - duration). 

MODULE +

To combine with the Meeting Management Cluedoo module for a full streamlined experience of managing meetings.

BUSINESS CASE

By experience, the end-user does not use "Schedule a Meeting" with Odoo Standard. With Cluedoo, it's more intuitive and much easier for them to accept, which is a key point, especially for meeting management.  

CLUEDOO RECOMMENDATIONS

Install on 100% of your database. Scheduling an activity is one of the most powerful features in Odoo, and improving the Meeting activity type will help you better utilize Odoo & Cluedoo Meeting Management tools. This module is strongly recommended. 

For all our integration projects, we go live from Day 1 to manage Odoo integration as a project in Odoo production database, and we use schedule activities and meeting management.

1

Create Schedule Activity with Activity Type 'Meeting'.

Fill in the fields for Meeting Subject, Starting at, and Duration. Then click 'Create Meeting'.

It will create a Meeting automatically on Calendar.