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
• AI
  • What you can do
  • Who this documentation is for
  • Document map
    • Security
      • Threat model (what can go wrong)
        • Data leaving the company
        • Over-privileged interactive chat
        • Over-privileged autonomous agent
        • Prompt injection and social engineering
        • Lifecycle / state bypass
        • Hard-deny floor (self-protection)
        • Sensitive field stripping
        • Confirmation and re-check
      • Security roles and groups
      • Layered controls (checklist)
      • Recommended production baseline
      • What security does not guarantee
    • Getting started
      • Install the app
      • Assign access rights
      • Connect a provider
      • Safe defaults after install
      • First conversation
      • Optional next steps
    • Using the assistant
      • Interactive chat
      • Conversations
      • Attachments and files
      • Write proposals
        • Chat vs agent proposals
        • Write modes (chat only)
      • Navigating the UI
      • Presenting choices
      • What the assistant should not do
    • Configuration
      • Settings
        • Guided system setup
        • Abuse guardrails
        • Rate and usage limits
        • Logging
        • Model
        • Access policy defaults
        • Runtime introspection
        • Web access and files
      • LLM providers and models
      • Web providers
      • MCP servers
      • Prompt layers
      • Blocked patterns
      • Allowed actions
      • Customizations ledger
      • Setup plans
    • Capabilities and tools
      • Capability record fields
      • Shipped capabilities
      • Tool catalogue (built-in)
        • Ask
        • Read
        • Write / delete
        • Web
        • Action
        • Navigate / customize / setup
      • Agent capability ceiling
      • Enabling write safely (pilot pattern)
    • Access policy
      • Concepts
        • AI access group
        • AI access rule
      • Resolution order
      • Universal sanitiser rails (before/alongside policy)
      • Defaults and recommended postures
        • Fresh install
        • Deny-by-default read (stricter)
      • Examples
        • Deny all AI read on employees
        • Allow support agent to create helpdesk tickets only
        • Calendar free/busy without event details
      • Relation to Odoo record rules
    • Agents
      • Two shapes
        • Chat persona (no linked user)
        • Autonomous colleague (linked user)
      • Agent form fields
      • Channel rules
      • Inbound flow (simplified)
      • Tasks and runs
      • AI Ops project stages
      • Support Assistant pack
      • Identity constraints (summary)
    • Agent recipes
      • Recipe checklist (all agents)
      • Recipe A — Project task analyst (internal)
        • Odoo user groups (example)
        • Capabilities on the agent
        • AI access policy
        • Channels
        • System prompt (sketch)
      • Recipe B — Frontend / website customer-care chat (maximum caution)
        • Odoo user groups
        • Capabilities
        • AI access rules (illustrative)
        • Channels and audience
        • Write mode / supervision
        • System prompt (sketch)
      • Recipe C — Appointment booking specialist (internal SDR)
      • Recipe D — Accounts payable document helper (trusted finance)
      • Recipe E — Read-only company knowledge + efficiency auditor
      • Recipe F — “Jarvis” default assistant for employees
      • Anti-patterns
      • Testing matrix (minimum)
    • Skills and memory
      • Skills
        • Fields
        • Runtime behaviour
        • Factory skills
        • Writing a good skill
      • Memory
        • Types
        • Scopes
        • Tools
        • Good practice
      • Skills vs memory
    • Monitoring
      • Logs
      • Violations
      • User bans
      • Agent tasks and runs
      • Write proposals queue
      • Operational rhythms
      • Related configuration
  • Key design principles
  • See also
• 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