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Odoo 14 Notes | Odoo 14 community

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Notes are an important aspect of a company's operations.
These notes would be used to describe, store and pass on important information aspects of the company operations.

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Odoo 14 Notes | Odoo 14 community

  1. 1. www.cybrosys.com Odoo14 Notes Odoo14 Community
  2. 2. INTRODUCTION ❖ Notes are an important aspect of a company's operations. ❖ These notes would be used to describe, store and pass on important information aspects of the company operations. ❖ The Odoo platforms notes module helps the users to create and manage all the notes and their operations. ❖ In addition, as the aspects operate digitally there is zero waste paper generation. ❖ Moreover, they are being stored in the company database which will store the data and the notes for future access.
  3. 3. ❖ First of all, open Notes module.
  4. 4. ❖ All notes grouped by Note stages are shown here.
  5. 5. ❖ Both Kanban, List and Activity view are available.
  6. 6. ❖ Goto Configuration > Stages
  7. 7. ❖ Create and configure Stages for note from here.
  8. 8. ❖ Then goto Configuration > Tags.
  9. 9. ❖ User can create Tags from here to categorise Notes
  10. 10. ❖ Then goto main menu and Create a new note.
  11. 11. ❖ Add Note and Tags, set Stage and Save note.
  12. 12. ❖ Highlight Note by adding colour from Colour palette.
  13. 13. ❖ Schedule a new activity using Activity button.
  14. 14. ❖ Select activity type and Schedule the Activity.
  15. 15. ❖ User can also schedule activity from Activity view.Goto Activity view > Schedule activity.
  16. 16. ❖ Click on note for which the activity is creating or use Activity button.
  17. 17. ❖ Schedule the activity from wizard.
  18. 18. ❖ Activity is added for the Note.
  19. 19. For More Details Check our company website for related blogs and Odoo book. Odoo 14 book Check our YouTube channel for functional and technical videos in Odoo. Odoo 14 Notes | Odoo 14 Community
  20. 20. Thank You

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