Activities Management-Advance
Do you want to show the well-organized structure of activities? Do you want to show completed, uncompleted activities easily to your employees? Do you want to show an activity dashboard to the employee? Do you want to show the scheduled activity to the manager, supervisor & employee? This module helps the manager can see everyone's activity, the supervisor can see the assigned user and their own activity, the user can see only their own activity. You can see activities like all activities, planned activities, completed activities, or overdue activities. Manager, Supervisor & Employee have their own dashboard. Activity notification will help to send a notification before and after the activity due date. You can notify your salesperson/customer before or after the activity is done. Hurray!
Related Modules
Key Features
Hot Features
Features
- You can manage activities using portal. New
- You can filter activities by activity types in the dashboard.
- You can set and generate recurring activities.
- You can filter activity/record document model wise.
- The "Create" button is added in the "All Activities" view so you can create any model activity from that.
- You can edit multiple records in activity list view.
- Easy to use search panel in the list & kanban view.
- You can edit records from the activity dashboard.
- You can set an activity reminder/notification for different activities.
- The "Create" button is added in the "All Activities" view so you can create any model activity from that.
- You can hide/show the data table in the dashboard.
- You can cancel activities from the activity tree view, form view and data tables.
- You can manage activity tags as per activities.
- You can filter cancelled activities by the "Cancel Activities" filter.
- You can "Cancel" & "Mark as done" multiple activities.
- You can assign activities individually to multiple users.
- You can set pagination in the activity dashboard.
- You can assign activities to multiple users.
- You can make action for mass activities dynamically for any odoo model.
- You can add feedback/comment on done activity from the dashboard and activity form view.
- We have one more button called "Origin" to open the activity origin source document(a record).
- Done & Schedule Next Feature From Activity Form View.
- The manager, supervisor & employee can see all activities, planned activities, completed activities or overdue activities.
- Everyone can filter activity by the previous year, previous month, previous week, today, yesterday, tomorrow, weekly, monthly, yearly & custom dates.
- We have provided a separate activity menu to see list view, form view, tree view & search view.
- Easy to notify persons for activity before the due date so that they can be aware of that activity.
- Easy to set a schedule to notify a salesperson before and after the due date of the activity.
- Easy to set schedule execution time in scheduled Action like Day/Week/Month/Year.
- Automatically create an email after the set schedule for notifying to a salesperson.
Activity management dashboard configuration.
From topbar, you can also view activity, Employee can see own activity.
Click "My Activities" in the activity.
The "My Activities" list view looks like below.
You can filter activity from "Filters", here we click "Completed Activities" in the top-bar.
The "Completed Activities" list view looks like below.
We filter my activities from "Filters".
"My Activities" list view looks like below.
We filter late activities from "Filters".
"Late Activities" list view looks like below.
We filter today activities from "Filters".
"Today Activities" list view looks like below.
We filter future activities from "Filters".
"Future Activities" list view looks like below.
You can group by activities using "Group By".
We group by activities using deadline & month.
Deadline & month group by looks like below.
We group by activities using created by.
Created by activity in the group by looks like below.
We group by activities using activity type.
"Activity Type" in the group by looks like below.
Open the "Activity Dashboard" list view.
In the "Email" activity we click the "Done & Schedule Next" button here our stage is "Overdue".
After that wizard opens fill details and click "Save".
Open "Email" activity and press button "Mark as Done".
After that wizard opens you can see detail and completed the date of the activity.
Here our activity state is "Done".
The activity dashboard of the employee looks like below. Here we take the date as today.
Here we take the date as yesterday.
We take the date as the current week.
Now we take the date as the previous week.
Now we take the date as the current month.
Now we take the date as the previous month.
we take the date as the current year.
Now we take the date as the previous year.
Here click "All Activities" to see that list view.
"All Activities" list view looks like below.
Click "Planned Activities" to see that list view.
"Planned Activities" list view looks like below.
Click "Overdue Activities" to see that list view.
"Overdue Activities" list view looks like below.
Click "Completed Activities" to see that list view.
"Completed Activities" list view looks like below.
In "Action" if you click "Mark as Done" that go to completed activities.
After click "Mark as Done" the list view looks like below.
Click "View" to see that activity.
The activity list view looks like below.
From topbar, you can also view activity. Click "Supervisor Activities" in the activity, the supervisor can see own activity & assigned user activity.
The "Supervisor Activities" list view looks like below.
Click "My Activities" in the activity.
The "My Activities" list view looks like below.
You can filter activity from "Filters", here we click "Completed Activities" in the top-bar.
The "Completed Activities" list view looks like below.
We filter my activities from "Filters".
"My Activities" list view looks like below.
We filter late activities from "Filters".
"Late Activities" list view looks like below.
We filter today activities from "Filters".
"Today Activities" list view looks like below.
We filter future activities from "Filters".
"Future Activities" list view looks like below.
You can group by activities using "Group By".
We group by activities using deadline & day.
Deadline & day group by looks like below.
We group by activities using created by.
Created by activity in the group by looks like below.
We group by activities using activity type.
"Activity Type" in the group by looks like below.
Open the "Activity Dashboard" list view.
In the "Email" activity we click the "Done & Schedule Next" button.
After that wizard opens fill details and click "Save".
Open "Email" activity and press button "Mark as Done".
After that wizard opens you can see detail and completed the date of the activity.
Here our activity state is "Done".
The activity dashboard of the supervisor looks like below, The supervisor can see own activities & allocate user activities. We take 'Marc Demo" as a supervisor. so you can see a dashboard of that. Here we take the date as today.
Here we take the date as yesterday.
We take the date as the current week.
Now we take the date as the previous week.
Now we take the date as the current month.
Now we take the date as the previous month.
we take the date as the current year.
Now we take the date as the previous year.
Now we take the date as the custom date.
Here click "All Activities" to see that list view.
"All Activities" list view looks like below.
Click "Planned Activities" to see that list view.
"Planned Activities" list view looks like below.
Click "Completed Activities" to see that list view.
"Completed Activities" list view looks like below.
Click "Overdue Activities" to see that list view.
"Overdue Activities" list view looks like below.
In "Action" if you click "Mark as Done" that go to completed activities.
After click "Mark as Done" the list view looks like below.
Click "View" to see that activity.
The activity list view looks like below.
In "Activity Dashboard" select "Activity Manager", The manager can see everyone's activity.
You can filter activity from "Filters".
We filter completed activities from "Filters".
Completed activities list view.
We filter my activities from "Filters".
My activities list view.
You can group by activities using "Group By".
We group by activities using deadline & day.
Deadline & Day group by looks like below.
We group by activities using created by.
created by activity in the group by looks like below.
We group by activities using activity type.
Activity type activity in the group by looks like below.
Open "Call" activity and press button "Done & Schedule Next".
After pressing the button "Done & Schedule Next" you have to enter feedback/comment.
After that wizard opens fill details and click "Save".
Open "Email" activity and press button "Mark as Done".
After pressing the button "Done" you have to enter feedback/comment.
After that wizard opens you can see detail with feedback and the "origin" button.
The "Origin" button opens the activity origin source document.
From topbar, you can also view activity, we click "Supervisor Activities".
The "Supervisor Activities" list view looks like below.
Click "My Activities" in the top-bar.
The "My Activities" list view looks like below.
Go to the activity dashboard.
The activity dashboard of the manager looks like below, The manager can see all activities, planned activities completed activities or overdue activities by custom date.
The "Origin" button opens the activity origin source document.
We take 'Marc Demo" as a user and supervisor. so you can see a dashboard of that. Here we take the date as today.
We take 'Marc Demo" as a user and supervisor. so you can see a dashboard of that. Here we take the date as yesterday.
We take 'Mitchell Admin" as a user and "Marc Demo" as a supervisor. so you can see a dashboard of that. Here we take the date as the current week.
Now we take the date as the previous week.
Now we take the date as the current month.
Now we take the date as the previous month.
Now we take the date as the current year.
Now we take the date as the previous year.
Now we take the date as the custom date.
Here click "All Activities" to see that list view.
"All Activities" list view looks like below.
Click "Planned Activities" to see that list view.
"Planned Activities" list view looks like below.
Click "Completed Activities" to see that list view.
"Completed Activities" list view looks like below.
Click "Overdue Activities" to see that list view.
"Overdue Activities" list view looks like below.
Overdue Activities form view looks like below. here you can see due date, assigned to, supervisor and completed date if done. You can also change the stages of that like "Schedule", "Mark as Done", "Done" & "Schedule Next".
In "Action" if you click "Mark as Done" that go to completed activities.
After click "Mark as Done" the list view looks like below.
Click "View" to see that activity.
The activity list view looks like below.
Set "Due Activity Notification" to True form settings. The date will be compared with the Date Deadline set of activity. If Tick "On Due Date" then the user of activity whose deadline date is the same as the current date will be notified. If days after the due date are entered, then the user of overdue activity whose ( deadline date + after due days entered ) is the same as the current date will be notified. If days before the due date are entered, then a user of upcoming activity whose ( deadline date - before due days entered ) is the same as the current date will be notified.
Schedule action "Missed Activity Notification", set execution days and execution time as per requirement.
Schedule Activity from any form of view.
Create Activity and Set salesperson/customer whom you want to assign. This Assigned to user will get activity Due notification as per settings.
Email sent to assigned to salesperson/customer if the activity is due as per configuration settings.
Go to users and tick "Mass Activities Dynamic Action".
The "Mass Activities Dynamic Action" list view.
In
the
"Mass
Activities
Dynamic
Action"
form
view,
define
the
action
name
and
select
applies
to
&
group
for
that
action
and
click
"Add
Action"
to
add
that
action
in
the
selected
model.
Note:
This
is
only
useful
to
main
models
not
for
an
internal
model
like(sale
order
line,
purchase
order
line),
etc.
as
in
odoo
standard
separate
views
are
not
there
for
that
kind
of
models,
if
you
have
a
separate
view
for
that
kind
of
model
than
you
can
use
it
we
don't
have
any
restrictions
for
that.
Click "Remove Action" to remove that action from the selected model.
Select records from the list view in which you want to apply that action, and after that go to "Action" and apply that action, It displays action in that group only which was configured.
Action is not displayed in that group which was not assigned in the configuration.
Select records from the list view in which you want to apply that action, and after that go to "Action" and apply that action.
Enter details and press "Save".
Action applied in all the selected records.
Action applied in all the selected records.
Go to Activity Management setting, Enable 'Display Multi Users'.
Now goto sale quotation and click on 'Schedule Activity'.
In the 'Schedule Activity' popup, there you can see the field 'Assign Multi-User'. You can assign that activity to multiple users.
'User 1' can see the assign activity.
'User 2' can see the assign activity.
If users have the 'Own Documents Only' group and that order is not the user's, so they can not see the origin of the activity.
It will raise below user error.
If assign users have not any access right for related model, then it will raise 'Access Error' like this.
The activity tags menu and tree view.
The activity dashboard with the activity tags.
The activity form view with the activity tags.
You can search activities by the activity tags.
The activities list view of searched data.
You can filter activities using the activity tags.
You can schedule activities by activity tags.
The schedule activity form view with the activity tag field.
The schedule activity with the activity tags.
Active old activities which created before install this module.
Individual Activity - Assign Multiple User
In the 'Schedule Activity' popup, there you can see the field "Individual activities for multi users?" You can assign that activity individually to multiple users.
Now we tick the "Individual activities for multi users?" field to assign that activity individually to multiple users.
Activity assigned individually to multiple users.
The activity dashboard with the pagination.
The pivot view looks like this.
The calendar view looks like this.
The graph view looks like this.
Configure Counter and Data Table In Dashboard
Configuration for display counter & data tables in activity dashboard.
You can see the "Assign To" field in the activity tree view.
Cancel button & related document added in the activity form view.
Cancel state & document name in the activity form view.
You can do multiple activities "Mark as done" and "Cancel" from the activity tree view.
When you perform "Mark as done" this popup opens, enter feedback and then press "Done".
You can filter "Cancel Activities".
Cancelled activities counter and "Cancel" button in the related data table.
"UNARCHIVE" button in the data tables to make activity actives which are cancelled.
The cancel activities data table in the activity dashboard.
Activity Reminder
Activity reminder access group.
Activity reminder configuration.
Activity alarm tree view look like this.
Activity alarm form view look like this.
You can open the activity alarm tree view from configuration and from the activity dashboard.
Activity form view with the activity reminder.
You can set an activity reminder from the schedule activity.
Activities reminders can run using a cron job.
The activity reminder popup looks like this.
The activity reminder email looks like this.
Search Panel In List
The search panel in the activity list view looks like this.
The search panel in the activity kanban view looks like this.
The activity list view with the edit & origin buttons.
When you press that "Edit" button this wizard opens for edit activity.
You can edit multiple records from the activity list view.
You can display fields from the list view smart button.
You can edit activities using the edit button from the activity dashboard.
When you press that "Edit" button this wizard opens for edit activity.
You can see my activities, supervisor activities & all activities from the "Activity" menu.
You can go to the activity alarm, activity tags & settings from the "Configuration" menu.
Model Wise Record
Configuration for filter record & activity with document model.
Enter model name which you want to filter, so that model activities will comes.
You can search record of selected model.
In the search view, Some filters & group by added
Go to the recurring activities.
The recurring activity form view, Select the related document, value of the related document, assign to person, activity type, summary & note.
You can repeat the recurring activity daily, weekly, monthly, yearly.
Recurring activity form view with all details.
Recurring activity in chatter.
Activity dashboard with the recurring activities.
Configuration for "Portal Activity Access".
"All Activities" menu at portal.
See the create button in header.
After click on the button, wizard is opens, fill the details and press the schedule button.
Activity is created, Kanban view of portal.
Click on the "Mark as done" button to done the activity.
After click on the button, feedback wizard is opens, enter the feedback and press done.
Done activity is not visible.
If press done and schedule next, wizard is open as new activity.
Add the details.
Old activity is done and latest activity shows on the dashboard.
Activities group by, filter and sort by.
Version 17.0.18 | Released on : 21stNovember 2024
Version 17.0.17 | Released on : 18thNovember 2024
Version 17.0.16 | Released on : 6thNovember 2024
Version 17.0.15 | Released on : 14thAugust 2024
Version 17.0.14 | Released on : 1stAugust 2024
Version 17.0.13 | Released on : 24thJuly 2024
Version 17.0.12 | Released on : 9thMay 2024
Version 17.0.11 | Released on : 30thApril 2024
Version 17.0.10 | Released on : 16thApril 2024
Version 17.0.9 | Released on : 13thApril 2024
Version 17.0.8 | Released on : 14thMarch 2024
Version 17.0.7 | Released on : 25thDecember 2023
Version 17.0.6 | Released on : 22ndDecember 2023
Version 17.0.5 | Released on : 8thDecember 2023
Version 17.0.4 | Released on : 6thDecember 2023
Version 17.0.3 | Released on : 30thNovember 2023
Version 17.0.2 | Released on : 27thNovember 2023
Version 17.0.1 | Released on : 22nd November 2023
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at [email protected]to request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).