Log notes and schedule activities
Next to every record sits the conversation: the history of what happened, the internal notes of the team and the planned activities, each with a type, a deadline and an owner. The example keeps a customer's request in a note and schedules a call to confirm the delivery.
Before you start
Have a quotation or a sales order already created. The example is the quotation S00039 of Bracatinga Móveis Ltda, in the Sales app of Guatambu Móveis e Utilidades Ltda: Marcelo, the salesperson, talked to the customer about the tables and chairs and wants to note the request and schedule the return call. This applies in Brazil as it is: the conversation and the activities belong to Odoo.
Step by step
1. Open the quotation
Open the Sales app from the apps menu and click the quotation S00039 of Bracatinga Móveis Ltda. The conversation is at the side of the quotation.
2. Log an internal note
In the conversation, click Log note, type the note and click Log. The note stays in the history, only for the team. To comment on the record, use Log note: the Send message button is for the followers.
3. Schedule the call
Click Activities and choose the type Call first, then type the summary. In Due Date, type 10/28/2026 and click Schedule. Choose the type before the date, because the type suggests a default deadline when it changes.
4. Check the planned activity
The activity appears under Planned Activities, above the history, with the note right below. Registered on 10/23/2026, it shows Due in 5 days. It also appears in the clock icon at the top, next to the other pending items of the same person. To pass it to someone else, click Edit on the activity and change the user in Assigned to.
Expected result
Quotation S00039 with the internal note in the history and a call planned for 10/28/2026 under Marcelo's responsibility, shown as Due in 5 days under Planned Activities.
If something goes wrong
If the note went to the customer, the Send message button was used instead of Log note: use Log note for internal comments. If the activity does not appear to the right person, the Assigned to field has another user: click Edit on the activity and change it. If the activity has another date, changing the type made Odoo suggest the default deadline: choose the type first and only then type the Due Date.
Odoo 18 manual
Standard Odoo 18 features used in this task, from the official manual.