Difference between revisions of "Module Agenda"
(New page: = Introduction = Le module Agenda permet de bénéficier d'un calendrier dans Dolibarr et de gérer des notions comme des évènements ou des tâches. = Définitions = Avant d'aller plus ...) |
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| + | <!-- BEGIN origin interlang links --> | ||
| + | <!-- You can edit this section but do NOT remove these comments | ||
| + | Links below will be automatically replicated on translated pages by PolyglotBot --> | ||
| + | [[fr:Module_Agenda FR]] | ||
| + | [[es:Módulo_Agenda]] | ||
| + | [[de:Modul_Terminplanung]] | ||
| + | [[zh:日程模块]] | ||
| + | <!-- END interlang links --> | ||
| + | |||
| + | [[Category:AgendaEn]] | ||
| + | {{TemplateDocUser}} | ||
| + | {{TemplateModEN}} | ||
| + | {{BasculeDevUserEn| | ||
| + | name=Agenda| | ||
| + | num=2400| | ||
| + | devdoc=[[Module Agenda (developer)]]| | ||
| + | userdoc=This page|}} | ||
| + | |||
= Introduction = | = Introduction = | ||
| − | + | The Agenda Module is a core Dolibarr module. It is optional and part of the Projects/Collaborative work group in module list. | |
| + | |||
| + | The main purpose of the module is to add a calendar into Dolibarr and manage events. | ||
| + | |||
| + | Current documentation applies to 4.0.2 Dolibarr release. | ||
| + | |||
| + | == Important notice regarding definitions == | ||
| + | |||
| + | The term '''Events''' is often confused with terms like "Tasks", "Action", "list of Tasks", "Journal". | ||
| + | |||
| + | Before you read this documentation, it is important to know the meanings of each terms which have been defined and normalized by the norm RFC2445. | ||
| + | |||
| + | If you are not familiar with these, read this summary page : [[Events-Todo-Journal]]. | ||
| + | |||
| + | == What this module does == | ||
| + | |||
| + | * Manage a calendar of events (also called Agenda). | ||
| + | * Support day, week, month view for calendar. | ||
| + | * Support displaying other external calendars in agenda using ical URL. | ||
| + | * Support also user and list view of events. | ||
| + | * Allow to define and use types for event categorization. | ||
| + | * Allow to link a project, a third party and a contact to an event. | ||
| + | * Allow to link documents and/or URL to an events. | ||
| + | * If the [[Module_Resources| Resources module]] is activated, you could link resources to an event. | ||
| + | * Support extra fields for event. | ||
| + | * Support the automatic agenda filling by Dolibarr workflow events. | ||
| + | * Support calendar events export using vcal, ical or rss. | ||
| + | |||
| + | == What this module does not == | ||
| + | |||
| + | * Does not support updating external calendar. (see commercial modules for this). | ||
| + | * Does not support recurring events. | ||
| + | |||
| + | = Installation = | ||
| + | {{NoInstallModuleEn}} | ||
| + | |||
| + | = Configuration = | ||
| + | {{ActivationModuleEn}} | ||
| + | |||
| + | To know how to setup the module to export Dolibarr agenda events it into the Google agenda, see [[FAQ Agenda EN]]. | ||
| + | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | = | + | = The events (event) = |
| + | In Dolibarr, we also call this events the ''actions''. There is some automatic actions (created automatically by Dolibarr) and manual actions (created explicitly by users). | ||
| + | This is the role of Agenda module to manage this kind of events. | ||
| − | + | == Automatic events == | |
| − | + | We can setup in the Agenda module, which event we want to create automatically into the calendar. | |
| + | Events chosen (invoice creation, order validation...) are then created automatically into the calendar. | ||
| + | So such events are business actions that has just been done. They are created with status realized (percentage of accomplishment = 100%). | ||
| + | Duration of such events are in general 0 seconds (end date = start date) | ||
| − | == | + | == Manual events and rendez-vous == |
| − | + | You can also create yourself events from Agenda menus. | |
| − | + | So you create, modify, delete an event (named ''action'' into Dolibarr). | |
| − | + | Such events will have a start date, an end date, an accomplishment percentage, all chosen by user. This properties can also be modified later. | |
| − | |||
| − | == | + | =Related videos= |
| − | |||
| − | |||
| − | |||
| − | + | (vocal in french but subtitles are available and review in this language) | |
| − | |||
| − | = | + | <youtube width="200" height="120">v_VyYlwhBZQ</youtube> |
| − | |||
Latest revision as of 10:11, 4 August 2023
| Agenda | |
|---|---|
| Numero/ID of module | 2400 |
| User doc. of module | This page |
| Developer doc. of module | Module Agenda (developer) |
Introduction
The Agenda Module is a core Dolibarr module. It is optional and part of the Projects/Collaborative work group in module list.
The main purpose of the module is to add a calendar into Dolibarr and manage events.
Current documentation applies to 4.0.2 Dolibarr release.
Important notice regarding definitions
The term Events is often confused with terms like "Tasks", "Action", "list of Tasks", "Journal".
Before you read this documentation, it is important to know the meanings of each terms which have been defined and normalized by the norm RFC2445.
If you are not familiar with these, read this summary page : Events-Todo-Journal.
What this module does
- Manage a calendar of events (also called Agenda).
- Support day, week, month view for calendar.
- Support displaying other external calendars in agenda using ical URL.
- Support also user and list view of events.
- Allow to define and use types for event categorization.
- Allow to link a project, a third party and a contact to an event.
- Allow to link documents and/or URL to an events.
- If the Resources module is activated, you could link resources to an event.
- Support extra fields for event.
- Support the automatic agenda filling by Dolibarr workflow events.
- Support calendar events export using vcal, ical or rss.
What this module does not
- Does not support updating external calendar. (see commercial modules for this).
- Does not support recurring events.
Installation
This module is included with the Dolibarr distribution, so there is no need to install it.
Configuration
To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".
Choose the tab where the module is listed. Then click on "Activate".
The module is now activated.
If a cog icon appears 
on module thumb or at end of the line of the module, click on it to access the setup page specific to the module.
To know how to setup the module to export Dolibarr agenda events it into the Google agenda, see FAQ Agenda EN.
The events (event)
In Dolibarr, we also call this events the actions. There is some automatic actions (created automatically by Dolibarr) and manual actions (created explicitly by users). This is the role of Agenda module to manage this kind of events.
Automatic events
We can setup in the Agenda module, which event we want to create automatically into the calendar. Events chosen (invoice creation, order validation...) are then created automatically into the calendar. So such events are business actions that has just been done. They are created with status realized (percentage of accomplishment = 100%). Duration of such events are in general 0 seconds (end date = start date)
Manual events and rendez-vous
You can also create yourself events from Agenda menus. So you create, modify, delete an event (named action into Dolibarr). Such events will have a start date, an end date, an accomplishment percentage, all chosen by user. This properties can also be modified later.
Related videos
(vocal in french but subtitles are available and review in this language)