If your sales team follows a standard sequence of tasks for most opportunities — sending emails, scheduling calls, preparing materials — you know how tedious it is to create each activity manually. Odoo CRM's activity plans let you define a reusable list of activities and apply them to any opportunity in just a few clicks.
No configuration required. Activity plans are available by default in the CRM app.
Without activity plans, reps manually create each follow-up task, set deadlines, and assign team members one by one. This leads to:
Activity plans solve all three by turning your standard workflow into a reusable template.
Open the CRM app and go to Configuration > Activity Plans. Click New to create a plan from scratch, or click into an existing one to edit it.
Each activity in a plan has several key fields:
| Field | Description |
|---|---|
| Activity Type | The type of task — email, call, meeting, or any custom activity you've created |
| Summary | A description that overrides the default summary for this plan only |
| Assignment | Who gets assigned. "Ask at launch" uses the opportunity's current owner; "Default user" assigns a specific person every time |
| Interval & Unit | How many days, weeks, or months before or after the plan date |
| Trigger | Whether the activity fires before or after the plan date |
Click Add a line at the bottom of the activity list. Select the activity type you want. If you don't see it in the dropdown, click Search more to browse all available activities, including custom ones.
Use the drag handle to reorder activities in the sequence that makes sense for your workflow.
For each activity, configure when it should be due relative to the plan date. For example:
The "before plan date" trigger is useful for preparatory tasks that need to happen ahead of the main engagement.
Open any opportunity in your CRM pipeline
Click the Activity button
In the schedule activity form, you'll see a new section listing your activity plans
Select the plan you want (e.g., "Custom Furniture Production Flow")
Set the due date — this becomes the plan date that all activity timings reference
Click Schedule
All activities from the plan are created instantly. Each one shows a colored letter indicating the assigned user, so you can see at a glance who is responsible for what.
Keep plans focused. Create separate plans for different sales scenarios rather than one massive plan that covers everything.
Use custom activities. If your business has unique steps (like "Create a pitch deck" or "Prepare production line"), create custom activity types first, then add them to your plans.
Assign strategically. Use "Default user" for tasks that always go to the same specialist. Use "Ask at launch" for tasks that should stay with the opportunity owner.
Review and refine. After using a plan for a few weeks, check whether the timing intervals match your team's actual workflow. Adjust as needed.
Activity plans in Odoo CRM turn repetitive task creation into a one-click operation. Define your standard workflow once, then apply it to any opportunity with the right timing and assignments already built in. Your team stays consistent, nothing gets missed, and everyone saves time.
To get started, head to Configuration > Activity Plans in your CRM app and build your first plan today.
Zoo AI is a certified Odoo partner in Hong Kong, delivering expert ERP implementation and AI automation for SMEs. Get in touch to learn more.