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[IMP] CRM: Updating custom activities and activity plans page#16476

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theRealThagomizer wants to merge 1 commit into19.0from
19.0-crm-activity-and-plan-updates-thjud
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[IMP] CRM: Updating custom activities and activity plans page#16476
theRealThagomizer wants to merge 1 commit into19.0from
19.0-crm-activity-and-plan-updates-thjud

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@theRealThagomizer theRealThagomizer commented Feb 20, 2026

Hiya, @jero-odoo! Today's PR is a pretty thorough rework of the "Utilize activities for sales teams" page. I recently wrote two tutorials around custom activities and activity plans, so I used that knowledge to update this page. Seems like the last major rework it got was two years ago. I focused on streamlining stuff, updating photos, making sure the terminology and instructions aligned with the in-app experience, and reorganizing some of the information to flow more logically. Thanks for reviewing!

This 19.0 PR can be FWP up to master.

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robodoo commented Feb 20, 2026

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@C3POdoo C3POdoo requested a review from a team February 20, 2026 03:45
@theRealThagomizer theRealThagomizer force-pushed the 19.0-crm-activity-and-plan-updates-thjud branch from b491a85 to e7bda7d Compare February 20, 2026 04:28
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Smoly hokes. I don't know what I did, but I created and resolved so many conflicts, I think someone ought to give me the Nobel Peace Prize. @jero-odoo, please let me know if this thing's a hot mess during your review!

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Hi @theRealThagomizer nice work! I just had a few formatting/typo notes, but other than that this is good to go to final! Sorry you had such trouble with merges and conflicts but everything looks good!

Comment thread content/applications/sales/crm/optimize/utilize_activities.rst Outdated
Comment thread content/applications/sales/crm/optimize/utilize_activities.rst Outdated
Comment thread content/applications/sales/crm/optimize/utilize_activities.rst Outdated
Comment thread content/applications/sales/crm/optimize/utilize_activities.rst Outdated
Comment thread content/applications/sales/crm/optimize/utilize_activities.rst Outdated
Comment thread content/applications/sales/crm/optimize/utilize_activities.rst Outdated
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Hi @theRealThagomizer nice work! I just had a few formatting/typo notes, but other than that this is good to go to final! Sorry you had such trouble with merges and conflicts but everything looks good!

@theRealThagomizer theRealThagomizer force-pushed the 19.0-crm-activity-and-plan-updates-thjud branch 2 times, most recently from 42839de to 093e0b0 Compare February 20, 2026 22:20
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Thanks for the speedy review, @jero-odoo! @Felicious, this is ready for your final review. Thank you!

@theRealThagomizer theRealThagomizer force-pushed the 19.0-crm-activity-and-plan-updates-thjud branch from 093e0b0 to d2ff43d Compare February 24, 2026 19:32
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LGTM @theRealThagomizer !

@robodoo delegate+

Comment thread content/applications/sales/crm/optimize/utilize_activities.rst Outdated
Comment thread content/applications/sales/crm/optimize/utilize_activities.rst Outdated
@theRealThagomizer theRealThagomizer force-pushed the 19.0-crm-activity-and-plan-updates-thjud branch from 41f8cc4 to ccfb4a7 Compare February 27, 2026 22:13
Co-authored-by: Jess Rogers <104637850+jero-odoo@users.noreply.github.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
@theRealThagomizer theRealThagomizer force-pushed the 19.0-crm-activity-and-plan-updates-thjud branch from ccfb4a7 to a324a05 Compare February 27, 2026 22:14
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Thanks for the review, @Felicious!

@robodoo r+

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