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Calendar Meeting Stages and Types
Calendar Meeting Stages and Types helps businesses organize calendar events with structured meeting workflows. Users can create different meeting types and configure separate stages for each type. The relevant stage pipeline is displayed directly on the meeting form based on the selected meeting type. Meeting type and stage changes are tracked in the chatter for better visibility and accountability. This module provides a simple and flexible way to manage meetings from request to completion.
Features
Screenshots
Support
Service
Features
Custom Meeting Types and Workflows
Create different meeting types and configure a dedicated stage workflow for each type, allowing every meeting category to follow its own process.
Dynamic Meeting Stage Tracking
Display the relevant stages directly on the calendar event and track every meeting from the initial request through confirmation, progress, and completion.
Screenshot
1.) Configure Meeting Types
Create and manage different meeting types based on your organizations workflow, such as Standard Meeting or Customer Meeting. Each meeting type can be linked with a default meeting stage, which is automatically applied when the meeting type is selected on a calendar event.
Navigation : Calendar → Configuration → Meeting Types
2.) Configure Meeting Stages
Define custom stages for every meeting type and arrange them in the required sequence using drag and drop. Each stage is associated with a specific meeting type, allowing separate workflows for standard meetings, customer meetings, internal discussions, and other meeting categories.
Navigation : Calendar → Configuration → Meeting Stages
3.) Meeting Type with Custom Stage Workflow
Select the required Meeting Type directly from the calendar event form. The module automatically displays the configured stage workflow for the selected meeting type, helping users move the meeting through stages such as Meeting Requested, Agenda Prepared, Meeting Scheduled, Meeting in Progress, and Meeting Finished.
Navigation : Calendar → Calendar
4.) Dynamic Stages Based on Meeting Type
When the Meeting Type is changed, the stage bar is automatically updated with the stages configured for the newly selected type. Changes made to the meeting type and meeting stage are also recorded in the chatter, providing clear workflow history and better meeting tracking.
Navigation : Calendar → Calendar
User Guide
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Discuss (mail) |
| Lines of code | 295 |
| Technical Name |
eg_calendar_meeting_stages |
| License | OPL-1 |
| Website | http://www.inkerp.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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