Odoo’s Productivity suite brings together the internal communication, document management, knowledge base, and workflow tools that keep teams aligned and moving forward. Discuss provides persistent messaging and video calls that work across every app; Sign digitizes contract and document approval; Knowledge centralizes your company’s know-how; and To-Do keeps personal tasks from falling through the cracks. Because all of these tools are built into the same platform, a message in Discuss can link directly to a sales order, a Kanban card in To-Do can be converted into a project task, and a document in the Sign app can be triggered from any record’s chatter.Documentation Index
Fetch the complete documentation index at: https://mintlify.com/odoo/documentation/llms.txt
Use this file to discover all available pages before exploring further.
Discuss
Odoo Discuss is the internal communication hub that keeps every conversation—whether a quick direct message, a team channel, or a video call—connected to the work happening in other apps.Messaging Channels
Channels are persistent group chat spaces organized by team, project, or topic. Any user with access can follow a channel, and messages are searchable and archived indefinitely.Create a channel
In the Discuss app, click the + icon next to Channels in the left sidebar and enter a channel name. The channel is created immediately and is visible to all internal users by default.
Configure privacy
Open the channel settings (gear icon next to the channel name) and go to the Privacy tab. Restrict access to a specific user group using Authorized Group, or use Auto Subscribe Departments to automatically add all members of a department as followers.
Direct Messages
Start a private conversation with one or more colleagues by clicking the + next to Direct Messages and typing a name. Group direct messages support up to a configurable participant limit and can be named like a channel.
Message Actions
React to any message with an emoji, reply in a thread, star messages as to-dos, pin important messages in a channel, or edit and delete your own messages—all accessible by hovering over a message.
Inbox & Starred
The Inbox shows unread messages and mentions across all channels and records. Starred collects messages you flagged as important. History shows chatter updates from records you are assigned to or tagged on.
Video Calls
Start a meeting directly from any direct message or channel conversation by clicking Start a Call. Video calls support screen sharing, a camera, and a microphone—no external conferencing tool required.
Chatter
Every record in Odoo—sales orders, invoices, CRM leads, support tickets, employee records—has a Chatter thread at the bottom. The chatter combines a message log (external-facing) with internal notes and a full audit trail of every field change.Log Notes
Post internal notes visible only to followers, not to external contacts. Notes are timestamped and attributed to the author. Tag a colleague with @mention to notify them and add them as a follower.
Send Messages
Send an external-facing message to contacts following the record. The message is delivered by email to those contacts and their replies are automatically appended to the chatter thread.
Attach Files
Attach documents, images, and spreadsheets directly to any record’s chatter. Files are stored in the Documents app and remain linked to the record for future reference.
Schedule Activities
Schedule follow-up activities—calls, meetings, emails, to-dos—directly from the chatter. Activities appear in the responsible user’s activity view and send reminders on the due date.
Knowledge
Odoo Knowledge is a collaborative wiki and knowledge base built into Odoo. Teams write, organize, and share articles—from onboarding guides to SOPs—in a structured hierarchy accessible from any app.Create Articles
Click New Article in the Knowledge sidebar to start writing. Use the Odoo editor to add text, images, tables, embedded Odoo records (like product lists or contact tables), and AI-generated content blocks.
Organize with Hierarchy
Nest articles under parent articles to create a tree structure. Private articles are visible only to their creator; Workspace articles are shared with the entire company. Drag-and-drop to reorganize the tree.
Templates
Browse pre-configured templates—meeting notes, project briefs, onboarding checklists—and load one into a new article to start from a structured foundation rather than a blank page.
Kanban & List Views
Build item kanban boards, structured item lists, and calendar views inside articles. These are useful for lightweight project tracking, content calendars, or inventory lists that don’t need a full app.
To-Do
Odoo To-Do is a personal task manager for capturing and organizing everything you need to get done—separate from project tasks, which are owned by the team.Create a to-do
Click New on the To-Do dashboard or press Ctrl+K anywhere in Odoo to open the command palette and select Add a To-Do. Enter a title and optionally add tags, assignees, and a detailed description using the Odoo editor.
Manage stages
To-dos are organized in a personal Kanban pipeline. Drag and drop cards between stages (e.g., To Do, In Progress, Done) or click + Personal Stage to add custom stages that match your workflow.
Sign
Odoo Sign allows you to prepare, send, and sign documents electronically. Electronic signatures generated in Sign are considered legally valid in the European Union and the United States, meeting the requirements for electronic signatures in most countries worldwide.Signing Workflow
Upload and prepare the document
Go to Sign → Documents → My Documents and click Upload PDF. Drag and drop signature fields, initials, date fields, checkboxes, and text fields onto the document to mark where each signer must act.
Configure signers
Add one or more signers. For each signer, define their role (Customer, Employee, Witness), optionally set an authentication requirement (SMS verification, Aadhaar eSign, or itsme®), and configure whether they can delegate signing to another person.
Send the request
Click Send. Each signer receives an email with a secure link to the document. When all parties have signed, the completed document and a certificate of completion are emailed to the requestor and all signers automatically.
Sign from Any Record
Trigger a signature request from any Odoo record using the Actions → Request Signature menu. The related customer is pre-filled as a signer and the signed document is attached to the record automatically.
Document Envelopes
Bundle multiple documents into a single envelope and send them as one signature request. The signer reviews and signs all documents in sequence before the envelope is considered complete.
Auto-Fill Fields
Configure auto-complete fields that pull data from the Odoo database—contact name, company address, contract start date—and populate them automatically during the signing session.
Validity & Legal Compliance
Every signed document includes a tamper-proof certificate of completion with timestamps, signer identities, and IP addresses. Sign meets eIDAS standards (EU) and ESIGN Act requirements (US).
Documents
Odoo Documents provides centralized file storage organized into company-wide and personal workspaces, with access controls, version tracking, and deep integration with other Odoo apps.File Centralization
Files associated with specific apps—HR documents, accounting attachments, contract PDFs—are automatically organized into dedicated folders when file centralization is enabled for that app.
Workspaces
Organize files in Company workspaces (shared across the organization) and My Drive (personal files). Share specific files or folders with colleagues who need access without opening the full workspace.
Request Documents
Request a document from a colleague or external contact by sending a secure upload link. When the recipient uploads the file, it lands directly in the designated folder.
Chatter & Versioning
Each file has a chatter thread that logs all changes and comments. Upload a new version of a file to keep the history intact without creating duplicate records.
Approvals
Odoo’s Approvals module allows you to define multi-step approval workflows for any type of request—budget approvals, purchase requisitions, travel requests, or custom business processes.Approval Types
Create custom approval types in Approvals → Configuration → Approval Types. Each type has its own set of approvers, required information fields, and escalation rules.
Approval Requests
Employees submit approval requests from the Approvals app or through a request button on a related record. Approvers are notified immediately and can approve, refuse, or request more information.
Multi-Level Approvals
Chain multiple approvers sequentially—each approver is notified only after the previous one has approved. This ensures the right people review requests in the correct order.
Tracking & Reporting
View all pending and completed approval requests in one dashboard. Filter by type, status, requester, or approver to stay on top of bottlenecks in your approval processes.
The Approvals app integrates with Discuss—every approval request has a chatter thread where approvers can leave comments, request clarifications, or loop in additional stakeholders before making a decision.
Spreadsheet
Odoo Spreadsheet lets you organize, manipulate, analyze, and visualize data directly within Odoo. It offers familiar spreadsheet functionality with the added benefit of direct integration with your Odoo database.Live Odoo Data
Insert pivot tables, charts, and record lists that pull live data from any Odoo model. Filters and groupings update in real time whenever underlying records change.
Templates
Create and reuse spreadsheet templates for recurring reports—monthly sales summaries, inventory snapshots, or HR headcount analyses—so teams always start from a consistent baseline.
Dashboards
Spreadsheets power the Dashboards app, where pre-configured and custom dashboards display dynamic charts and data tables giving an at-a-glance overview of key business metrics.
Share and Collaborate
Share spreadsheets with internal users or external contacts via a secure link. Collaborators can view or edit the file without needing a full Odoo account, depending on the access level granted.
Calendar
Odoo Calendar is a scheduling app that provides a unified view of meetings, events, and activities across the entire Odoo ecosystem. Sync with Google Calendar or Microsoft Outlook to keep all schedules aligned.Meeting Scheduling
Create meetings directly from the Calendar app or from any record’s chatter. Add attendees, set a location or video call link, configure reminders, and the meeting appears in all participants’ calendars instantly.
Calendar Sync
Synchronize Odoo Calendar with Google Calendar or Outlook. Events created in either system are reflected across both platforms in real time, keeping remote and hybrid teams in sync.
Appointments
The Appointments app lets you publish a booking page where customers or colleagues can self-schedule meetings during your available time slots—no back-and-forth emails required.
Activity Views
View all scheduled activities across CRM, Sales, Helpdesk, and other apps in a single calendar view. Filter by activity type, team, or responsible user to prioritize the day.
AI Assistant
Odoo AI brings context-aware artificial intelligence assistance throughout the platform. The Ask AI agent understands natural language and can answer questions, open views, draft content, and automate routine tasks without leaving the current app.Ask AI
Open the command palette with Ctrl+K anywhere in Odoo and type a prompt. The Ask AI agent responds in a conversation window and can send its answer as an email, log it as a note, or copy it to the clipboard.
AI Button
The AI button in the top-right corner of every page opens a persistent conversation with the Ask AI agent, making it accessible regardless of which app or record you are currently working in.
Content Generation
Use AI to draft email bodies, knowledge base articles, product descriptions, and internal notes. Provide a prompt and refine the generated text before sending or publishing.
Custom Prompts
Administrators can configure default prompts and add new ones through the AI app settings, tailoring the assistant’s behavior and suggested actions to your organization’s workflows.