Meeting Management - Light version

    30.00 € 30.00 € 30.0 EUR

    30.00 €

    Option not available

    Database(s)/Month

    This combination does not exist.

    Add to Cart

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


    30-day money-back guarantee.
    Buy now, get in 2 days
    Price includes: Module - Maintenance - Migration
    Try it now for free on Demo

    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 ?

    Dependencies

    Lock Email Template

     


     

    Contact

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


     

    User: Manager

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


     

     

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


     

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

    Check Meeting Double Validation untuk 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.

     

    User: Manager

    If meetings need double validation (depend on meeting type), click approve.



     

    User: Office

    If meetings need double validation (depend on meeting type), click approve.



     

     

    Go to Option and tick on the box

    " Use Agenda"

    Odoo • Text and Image

     

    Start and Stop meeting


     

     

    Allocate Time


     

    Choose print report


     





    You can send the MOM by email.


    The MOM will be send as attachment in the email and you can still can edit the email before sending it.


    SCHEDULE ACTIVITY

    Can create and find schedule activity in calendar meeting