Recurring Activities

by
Odoo          
v 12.0 Third Party 3

44.00 €

You bought this module and need support ? Click here !
Technical name recurrent_activities
LicenseSee License tab
Websitehttps://odootools.com/apps/12.0/recurring-activities-336
Read description for v 11.0
Technical name recurrent_activities
LicenseSee License tab
Websitehttps://odootools.com/apps/12.0/recurring-activities-336
Read description for v 11.0

This is the tool to schedule activity templates for regular and automatic generation of activities based on those templates. With the app you are sure that all recurring tasks will be planned and assigned for proper users.

The tool is compatible with both Odoo Enterprise and Odoo Community.

Each activity recurring rule represents a template where you can define a target document (e.g. partner, opportunity, order, etc), a responsible user, summary, notes, regularity, deadline period
The recurrence of activities is flexibly defined: each Tuesday and Friday, the first day or the second Saturday of the month, every 2 days, etc. Look at the section Activities Recurrence
Activity deadline is set as an activity creation date plus specified period in days (use the field 'Deadline in x Days')
The rules to prepare repeated activities is available from the activities' systray in the header
A recurring activity might be assigned for any Odoo internal user. You can grant responsibles a right to prepare rules for any user or grant a right for a specific user to access own recurring activities. Have a look at the section Security Rules
The module features depend on your Odoo version. Please select required one on the top right of this page
Recurring activities by week days

Activities Recurrence

Be cautious with a month / year exact date: if it didn't exist, a last month day would be applied: 31/09 --> 30/09
It doesn't look fine to send a reminder on Sunday? No problem! Define regularity in a way you like.
  • By days: generate an activity every day, each 5 days, each 181 days
  • By weeks: assign a task on definite week days (e.g. on Mondays and Thursdays) each week or each 2,3,7,... weeks
  • By months:
    • For the first month day
    • For the last month day
    • For the exact date, e.g. the 16th
    • For a definite weekday, for instance, the first Monday, the last Friday, or the third Tuesday
  • By years: on an exact year day, e.g. on the first of September each year
Schedule activities by months

Security Rules

  • Any internal user has right to observe own recurring activities
  • Users with the right 'Only Own Recurrent Activities' may create, update and unlink recurring activities related to their users
  • Users with the right 'All Recurrent Activities' or with the right 'Administration > Access Rights' have full rights for all rules
User rights for security activities
Message / Note Editing

The tool to correct accidental mistakes in messages and notes

€ 44
Periodic Reporting and Reminders

The tool to generate and periodically send reports and reminders

€ 172
Lost Messages Routing

The tool to make sure you do not loose any incoming messages

€ 36 € 30
Activities To-Do Interface

The tool to process activities one-by-one in a single interface

€ 28
No Auto Subscription

The tool to exclude automatic following for message recipients

€ 49
Activities Daily Reminder

The tool to notify users of assigned to them activities

€ 28
KnowSystem

The tool to build deep and structured knowledge base for internal and external use

€ 228
OwnCloud / NextCloud Odoo Integration

The tool to automatically synchronize Odoo attachments with OwnCloud / NextCloud files in both ways

€ 394
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

€ 394
Plan a recurring activity for any task with any regularity
Recurring activities by week days
Repeat an activity each month in a proper day
Schedule activities by months
Rules for scheduled activities is available from the Systray
Header entry for repeated activities
Have an unlimited number of rules for repeated activities
List of recurrent activities
Recurring activities planned by days
Recurring activities with x-days frequency
Plan regular activities per years
Recurrence with year frequency
Security for scheduled activities' rules
User rights for security activities

Scheduled job (cron)

By default Odoo checks repeated activities every day early in the morning. You can change it. To that end go to:

  • Settings > Technical > Automation > Scheduled Actions > Recurrent Activities

Installation Tips

In order the widget works correctly, re-start Odoo server. If you faced the error 'Qweb2: Template is not found': restart Odoo server > refresh the page (Ctrl+Shift+R)

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

Odoo
Suggested Improvement
by on

I purchased this module based on the limited visual illustrations. The Action selection capacity is somewhat limited and would be 100% better if it was to look at standard Odoo Actions, and then have recurring capacity. I made this small summary video in an attempt to better explain. I also tried to raise this via a ticket on the developers site, yet that didn't seem to work for me either... http://sme.ec/r/M7e

Odoo
Re: Suggested Improvement
by on

Hello Anthony, it seems that you confused the app to post a review: 1. The module doesn't relate to server actions, but it is to create ACTIVITIES 2. It seems that the screen shots cover all the major situations. In case of any doubts you may ask us for a demo database 3. You may contact us any time in our support system – https://odootools.com/my/tickets/newticket – after short registration by the email address only. In case you previously sent us requests and forgot the password you may also re-set it. 4. The video you referenced is a sort of video for the questions our tool seems to have nothing in common. In case we are not correct, could you please elaborate what you offer to improve in the app with a few examples? We are always prone to enhance our apps.