Navigating Odoo: apps, views, chatter and search

The web client every user lives in: menus, views, records, the chatter, activities, and the search panel's filters, group by and favourites.

In this lesson

Apps, actions and views
The chatter and activities
Search, filters, group by and favourites

Key points

Actions open views of a model: list, kanban, form, pivot, graph and more
Odoo 18+ calls tree views list views
Chatter = messages, notes, followers, attachments, activities
Filters + group by + favourites answer most 'new report' requests

Real-world example

A sales director asked for a custom report of 'overdue quotations by salesperson by month'. The consultant opened Sales, filtered quotations with expiration before today, grouped by Salesperson then Expiration month, switched to pivot, and saved it as a shared favourite on the dashboard. No development, done in the meeting.

Questions and answers

Which view type shows records as cards in columns?

Kanban.

What does a favourite save?

The current filters, group-bys and sometimes view options, for you or for everyone.

Read the full lesson, worked example and quiz