Change 1 of 41
Activities
Part 1
Various UX enhancements have been made to the scheduling, management, and tracking of activities, including in the "Schedule Activity" pop-up window and in the chatter.
Official Odoo 20 release note
In plain words
The Schedule Activity popup has a simpler layout: the activity types are buttons at the top, each field has an icon instead of a label, and call activities get a phone number line. In the chatter, email activities have a Send button, call activities a Call button, and the one-click Cancel is gone (delete now sits inside Edit).
Part 2
When creating a new activity, assign it to an individual or to a role.
Official Odoo 20 release note
In plain words
You can assign an activity to a role, meaning a group of users, instead of one person. Everyone in the role sees it, and whoever takes it clicks Assign. The activity menu at the top of the screen shows how many are waiting to be assigned.
Part 3
Meeting activities are now more informative, both before and after a meeting.
Official Odoo 20 release note
In plain words
A meeting activity in the chatter now shows the date and time, who is attending, where it is, and a Join Meeting link. Once it is done, the chatter message links to the meeting.
Where to find it
- Once: Settings > Users & Companies > Roles, create "Sales Team" with a few users.
- Once: on the CRM opportunity "Office Design and Architecture", schedule a meeting with attendees, a location and a video call link.
- Bullet 1: open the opportunity, click Activity in the chatter, pick the Call type. The phone number is prefilled.
- Bullet 2: in the same popup, clear Assigned to and pick the role "Sales Team". After Save the chatter shows "for @Sales Team" with an Assign button.
- Bullet 3: reload the opportunity. Planned Activities shows the meeting with time, attendees, location, View and Join Meeting.
For users
New popup layout, a Role line under Assigned to, an Assign button on role activities, richer meeting blocks in the chatter. To delete an activity, open Edit first.
For developers
Code that creates activities must allow an empty user when a role is set. Anything using the old Trigger Next Activity fields on activity types breaks. Views or JS that patch the Schedule Activity popup or the chatter activity need to be checked.
Upgrading from Odoo 19
New database columns for role and phone number on activities and a default role on activity types. Activity types that used Trigger chaining lose that automation; replace it with an activity plan or a server action.
- Also changed: activity types no longer trigger a next activity automatically. Each type keeps one suggested next activity, and Done & Schedule Next opens the scheduling popup.