Meeting Management - Light version

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Fully manage your meetings (before - during - after) in Odoo.

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

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Meeting Management - Light version

Fully manage your meetings (before - during - after) in Odoo.

US$ 0.00 0.0 USD US$ 0.00 VAT Excluded

US$ 0.00 VAT Excluded

Not Available For Sale

This combination does not exist.

STORY BEHIND THE FEATURES

ODOO BEHAVIOR

Odoo propose the notion of calendar to organize your day but do not propose a full meeting app.

CLUEDOO BEHAVIOR

You can fully manage your meeting:

Before: create draft - submit & invite people - send reminder - define agenda & target time.

During: get the watch & the live cost of your meeting based on the participants.

After: close your meeting with accrual hours (based on the watch or manually filled), make the MOM (internal & external MOM) then print it or send it by email and close the meeting.

MODULE+

You can connect this app with timesheet to create timesheet activities based on the meeting info.

BUSINESS CASE

Meeting management and meeting optimization is more and more a key point for company organization.

In addition of standard meeting management, watch & cost is an easy way to sensibilize your teams about efficient meetings and making a decision.

CLUEDOO RECOMMENDATION

We recommend to install the meeting app on 100% of the database.

According your organization, you can define your internal process - just manage After meeting and MOM or make a full meeting management.

 

OUR FEATURES AS SOLUTION

Add Meeting Summary

Target Cost field, Estimated Duration field, Actual Cost field, Total Actual Duration field

Add Meeting Type field and Important Category field

Meeting type determines a meeting need a double validation or not

Create calendar event (meeting) 

Only meeting officer or manager can submit, approved and confirm meeting and only meeting manager who can double validate meetings

Add three types of MOM printout

 

HOW TO USE THIS MODULE ?

Groups

On user, we have group for meeting as officer or manager




Contact

Fill in Category and standard Rates in Meeting tab in Contact.


User: Manager

Go to Calendar → Configuration → Meeting Presence Category - Create a new Meeting Presence Category


Go to Calendar → Configuration → Meeting Role Category - Create a new Meeting Role Category


Go to Calendar → Configuration → Meeting Type - Create a new Meeting Type

Check Meeting Double Validation for double approval.


User: User / Officer

Go to Calendar → Create new meetings. Fill in calendar event / meeting details. Fill in Meeting Type and Important Category field in Meeting Details.




After saving a meeting it will automatically generate invitation, edit and fill the invitations.
Then Validate the meeting.




Meeting Status
The meeting has status: Draft, Submitted, Approved. No more in v16 and onwards


Use Agenda
Go to Option and tick on the box Use Agenda, then we will have Agenda where we are able to set subject, speaker, target duration, and actual duration of the meeting



Stopwatch Time

We can start meeting and count the time using stopwatch. We pause and stop meeting as well





When we stop meeting, we can allocate time for each agenda