How do I create a new workflow in Odoo?
If you are a business owner or manager, you may want to know how to create a new workflow in Odoo in order to streamline and automate certain processes within your organization. Odoo is a powerful business management software that can help you manage your business more efficiently and effectively. By creating a new workflow in Odoo, you can save time and money by automating certain tasks and processes, such as invoicing, customer service, and inventory management. Knowing how to create a new workflow in Odoo can help you get the most out of the software and make your business run more smoothly.
Grace Everwood
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10 steps
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25 seconds
Odoo
1
Go to the Odoo website (https://odoo.com).
2
Click the "Documentation" button in the top right corner.
3
Click the "Workflows" link in the left sidebar.
4
Click the "Create a Workflow" button.
5
Enter a name for the workflow in the "Name" field.
6
Click the "Create" button.
7
Click the "Add an Activity" button.
8
Enter a name for the activity in the "Name" field.
9
Select the type of activity from the "Type" dropdown menu.
10
Click the "Save" button.