Connected business systems · Odoo Community

Productivity Tools with Odoo

Keep your team connected, organized and focused on the work that matters.

Direct chat in Odoo Discuss

App 01 · Odoo Community

Discuss

Bring every conversation into your workspace. Odoo’s Discuss application connects your team through chat, channels and calls, you can:

  • Channels and Direct Messages: Create team channels or chat one-on-one with colleagues.
  • Conversations on Every Record: Discuss a quote, a task or an invoice right where the work happens, with mentions and followers.
  • Voice and Video Calls: Start a call or share your screen in one click.
  • File Sharing: Attach and preview documents in any conversation.
  • Email Gateway: Reply to Odoo messages from your mailbox and keep the whole history in one place.

Spend less time switching tools and more time getting work done with Odoo Discuss.

Video call in Odoo Discuss

Video call in Odoo Discuss

App 02 · Odoo Community

Calendar

Plan meetings without the back-and-forth. Odoo’s Calendar application keeps everyone’s schedule in sync. Features include:

  • Day, Week, Month and Year Views: See your agenda and your colleagues’ at the level of detail you need.
  • Meetings and Invitations: Invite colleagues and contacts, who receive invitations and reminders automatically.
  • Google and Outlook Sync: Keep Odoo and your existing calendars aligned.
  • Video Meetings: Add a video call link to any event.
  • Connected to Your Business: Schedule meetings straight from leads, tasks or applicants.

Make every meeting count with Odoo Calendar.

Weekly view in Odoo Calendar
Attendees availability in the calendar

Attendees availability in the calendar

Scheduling an event

Scheduling an event

New meeting form

New meeting form

Personal to-do board in Odoo

App 03 · Odoo Community

To-Do (Notes & Tasks)

Capture ideas and tasks before they slip away. Odoo’s To-Do application replaces sticky notes with a personal task board you can share:

  • Notes and Checklists: Write rich notes with checklists, links and images.
  • Personal Stages: Drag and drop your to-dos through your own Kanban stages.
  • Share and Assign: Add colleagues as assignees to share a to-do with them.
  • Quick Capture: Create a to-do from anywhere in Odoo with a keyboard shortcut.
  • Convert to Project Tasks: Turn a to-do into a project task when it grows.

Stay organized every day with Odoo To-Do.

Adding a to-do on the fly

Adding a to-do on the fly

App 04 · Odoo Community

Contacts

One address book for the whole company. Odoo’s Contacts application is the single source of truth for customers, vendors and partners:

  • Companies and Individuals: Link people to the company they work for.
  • Multiple Addresses: Store invoice, delivery and other addresses for each contact.
  • Tags and Segments: Classify contacts to find and target them easily.
  • Complete History: Meetings, emails, quotes and invoices are one click away from each contact.
  • Shared Across Apps: CRM, Sales, Invoicing and Purchase all use the same contacts.

Keep every relationship organized with Odoo Contacts.

Contact form in Odoo

Next step

Ready to boost your team’s productivity?

Our team plans, configures and supports your Odoo apps so they fit the way you work.

Prefer to talk? 786-258-1088 • info@innovansis.com

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