All in one Schedule Activity Management -Advance Feature

by
Odoo

65.40

v 11.0 v 12.0 Third Party 7
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Lines of code 1078
Technical Name bi_all_in_one_schedule_activity
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 12.0 v 14.0 v 13.0
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Lines of code 1078
Technical Name bi_all_in_one_schedule_activity
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 12.0 v 14.0 v 13.0

All in one Schedule Activity Management Odoo Apps

Advance Schedule Activities with Activity Access Rights Odoo Apps

Assign Schedule Activity to Multiple Users Odoo Apps

Activity Dashboard and Activity History Odoo Apps

Schedule Activity for Multi Company Odoo Apps

All in one Schedule Activity Management Odoo App is used to configure 3 options for users like 1) Manage multi users in activities 2) Activity Supervisor and 3) Activity Manager. Users can assign schedule activity to one or more users using different kinds of activities like Email, Call, Meeting etc. Activity Supervisor has access to his/her own and his team activities but Activity Manager has access to his/her own and all activities. Users can use activity dashboard for easy to find out today's activities, late activities, future activities and history of activities using filter activity by model. Users can see schedule activity in reports like bar chart, line chart, pie chart etc. User views schedule activities by list view, kanban view, calendar view etc. Users can also view scheduled activities by filters like activity history, late activities, today activities etc.This odoo app also provides features to view activity history and able to use schedule activities for multiple companies.

Features

Manage Multi Users in Activity

User can schedule an activity to one or more users while configured option of manage multi users in activity.

Configured Activity Supervisor

User can configured activity supervisor option so they checked assigned users schedule activities.

Configured Activity Manager

User can configured activity manager option so they checked all users schedule activities.

Activity Management Dashboard

While using activity dashboard user can check today activity, late activity, future activity and activity history with using filter activity by model.

Due Activity Notification on Due Date

User can get due activity notfication on due date and also select days before due days and days after due days with set days.

Due Activity Notification to Notify Create User

Created user can get due activity notification on due date and also select days before due days and days after due days with set days.

Schedule Different kind of Activities

User can schedule different kind of activities like email, call, meeting, to do etc.

Reports on Schedule Activities

User can see different reports on activities like a bar chart, line chart, pie chart and pivot view etc.

Schedule Activities by Different Views

User can use different activity views like a list view, kanban view, calendar view etc.

Schedule Activities by Different filters

User can filters schedule activities by activity history, my activity, today activities etc.

Configuration for Manage multi users in Activity

Settings -> Users & Companies -> Users in that tick 'Manage multi users in Activity' option for select multiple users when create a schedule activity.


Schedule Activity on Sale Order

User can click on schedule activity on sale quotation so one wizard will be open.

Schedule Activity Wizard

User can see schedule activity wizard with multi users field.

Schedule Activity Wizard With Assigned to Multi Users

Select Activity Type, Summary, Manager, Supervisor, Assigned to, Due Date, & multi users. After that write activity description & press the "Schedule" button.

Planned Activities in Chatter

Planned Activities in Another Selected User

Activity Management Dashboard

Today Activity on Dashboard

The activity form view of the admin looks like below with all deatils of activity.

The activity form view of the another selected user looks like below with all deatils of activity.

Configuration for Activity Supervisor

User can configured supervisor option by tick on 'Activity Supervisor' field.


Supervisor can See Team Activity

When supervisor logged in,then they can see his team activity by clicking on 'My Team Activity'.

My Team Activity Kanban View

Activity History List View

Schedule Activity Graph (Bar Chart) View

Schedule Activity Pivot View

Configuration for Activity Manager

User can configured or tick 'Activity Manager' option for access all schedule activities.

Configuration for Due Activity Notification

Settings -> General Settings -> Due Actiity Notiication. User can configured due activity notification on due date and select days before due date and also set days.

Schedule Activity Wizard

User can see schedule activity wizard with all required field.

Planned Activities in Chatter

Due Activity Notification on Email

User can see assigned user will get email as shown bellow images when due date before 1 days.

Configuration for Due Activity Notification

User can configured due activity notification on notify create user and select days after due day also set days.

Schedule Activity Wizard

User can see schedule activity wizard with assigned to multi users.

Planned Activities in Chatter for Admin

Planned Activities in Chatter for User

Due Activity Notification on Email

User can see assigned user will get email as shown bellow images when due date after 1 days.

Activity Management Dashboard with Model

User can access activity dashboard with activities and also use filter activity by model.

Select Today Activity on Dashboard

View filtered today's schedule activity.

Select Late Activity on Dashboard

View filtered late schedule activity.

Select Future Activity on Dashboard

View filtered future schedule activity.

Select History on Dashboard

View history of schedule activity.

Filter Activity by Model in Activity Dashboard

User can use any of the filters with using different model in this filter activity by model.

Manager can View his Activity

Schedule All Activity List View

Schedule Activity Calendar View

Schedule Activity Kanban View

Schedule Activity Pivot View

Schedule Activity Graph (Bar Chart) View

Schedule Activity Graph (Line Chart) View

Schedule Activity Graph (Pie Chart) View

Filter By Activity History

Filter By My Activity

Filter By Late Activities

Filter By Today Activities

Filter By Future Activities

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