Productivity¶ Spreadsheet Get started Create a new spreadsheet Templates Create a template Use templates Manage and edit templates Upload files Manage spreadsheets Version history Regional settings Convert a spreadsheet into a dashboard Insert and link to Odoo data Data sources Insert a list List functions List properties Manage an inserted list Add records/rows to a list Add fields/columns to a list Duplicate a list Delete a list Insert a pivot table Pivot table functions Pivot table properties Manage an inserted pivot table Duplicate a pivot table Delete a pivot table Insert a chart Insert clickable links Insert a clickable link from a cell Insert a clickable link from a chart Insert financial data Work with data Dynamic pivot tables Create a dynamic pivot table Dynamic pivot table functions Manipulate a dynamic pivot table Dimensions Measures Calculated measures Functions Array Database Date Engineering Filter Financial Info Logical Lookup Math Operators Parser Statistical Text Web Odoo-specific functions Array Date Financial Lookup Math Misc Operators Statistical Text Global filters Field matching Create global filters Date Relation Text Manage and use global filters Present and visualize data Charts Create a chart Chart types Chart properties Configuration Design Share and collaborate Access and sharing Roles and permissions Share a static spreadsheet Share a dynamic spreadsheet Internal sharing External sharing Comments and chatter Use comments in a spreadsheet Add or react to comments View comments Edit or delete comments Resolve comment threads Use a spreadsheet’s chatter thread Dashboards Build and customize dashboards Build a dashboard Preparation Data insertion and manipulation Data visualization Customize a dashboard Open the underlying spreadsheet Duplicate a dashboard Add, edit, or remove dashboard elements Insert new Odoo data My Dashboard Add views Customize layout Consult dashboards Standard dashboards Interact with dashboards Configuration Access rights and sharing Consulting dashboards Manage access rights to view dashboards Building, customizing and configuring dashboards Share dashboard snapshot Calendar Sync third-party calendars Create activities from chatter Plan an event Coordinate with teams’ availability Share Availabilities Schedule tab Options tab Questions tab Messages tab Outlook Calendar synchronization Microsoft Azure setup Register application Create client secret Configuration in Odoo Sync with Outlook Sync Odoo Calendar and Outlook Troubleshoot sync Reset options Google Calendar synchronization Setup in Google Select (or create) a project Enable Google calendar API OAuth consent screen Authorized domain setup Test users Create credentials Setup in Odoo Sync calendar in Odoo Troubleshoot sync Reset options Google OAuth FAQ Production vs. testing publishing status No test users added Application Type Discuss Inbox, starred, and history Direct messages Direct message actions Conversation actions User status Leave a direct message conversation Meetings User-specific notification preferences Chat from different applications Use channels for team communication Create a new channel Privacy tab Invite members to a channel Quick search bar Finding channels Linking channel in chatter Configure ICE servers with Twilio Create a Twilio account Locate the Twilio Account SID and Auth Token Connect Twilio to Odoo Define a list of custom ICE servers Chatter Chatter thread Add followers Manage followers Edit follower subscription Log notes Send messages Expand full composer Generate text with AI Edit sent messages Search messages Schedule activities Attach files Integrations WhatsApp Google Translate Translate a chatter message Canned responses Creating canned responses Share responses Use a canned response To-do Creating to-dos Converting to-dos into project tasks Managing the to-do pipeline Scheduling activities Viewing to-dos in the Project app
