All in one Schedule Activity Management -Advance Feature

by
Odoo

37.92

v 13.0 Third Party 34
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Odoo.sh
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Odoo Apps Dependencies Discuss (mail)
Lines of code 1731
Technical Name bi_all_in_one_schedule_activity
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 11.0 13.0 14.0 16.0 12.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 1731
Technical Name bi_all_in_one_schedule_activity
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 17.0 11.0 13.0 14.0 16.0 12.0 15.0

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 6 options for users like 1) Manage multi users in activities 2) Activity Supervisor 3) Activity Manager 4) Mass Activity Manager 5) Show All Recurrent Activities and 6) Show Own Recurrent Activities. 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. User can create a mass activities by configure model and groups with option of create an action and remove an action. User can generate recurrent activities by given access of show all/own recurrent activities also they can repeat recurrent activity by Day(s), Week(s), Month(s) and Year(s) option.

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.

Mark As Done Activities from Tree View

User have option to 'Mark As Done' activities from tree view.

Create Mass Activities

User can create mass activities by configured model and groups.

Generate Recurring Activity

User can generate recurring activity in that given user access to show all/own recurring activity.

Repeat Recurring Activity

User can repeat recurring activity by Day(s), Week(s), Month(s) and Year(s).

Multi Users in Activity User Access

Users with "Manage multi users in Activity" only can create and schedule activity for multiple users at a time.

Activity Menu

User can see "Activity" main menu as shown image.

Schedule Activity for Multiple User

User can see "Schedule Activity" button on chatter and create and schedule activity or also from all activity menu.

Schedule Activity Wizard

User can select manager and supervisor for activity, user also can assign activity to multiple user, add activity tags, and add description for activity and click "SCHEDULE" button.

Planned Activities in Chatter

User can see planned activity in chatter for multiple users.

Planned Activities for Different User

Activity Management Dashboard

Today Activity on Dashboard

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

Late Activity on Dashboard

User can see all late activity by clicking "Late Activity" button on dashboard.

Future Activity on Dashboard

User can see all future activity by clicking "Future Activity" button on dashboard.

Activity History

User can see all activity history by clicking "History" button on dashboard.

Filter Activity by Model in Activity Dashboard

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

All Activity

Under Activity Management > Activity > All Activity menu user can see all scheduled activity for users.

Create Activity

User can directly create an activity from activity management by clicking "CREATE" button on tree view.

Cancel Activity

User can cancel activity by clicking "CANCEL" button on activity form view.

Mark as Done Option on Activity Tree View

On activity tree view there should be option where user can view the activities and also mark as done by single click.

User can see selected activity should be marked as done and view in the activity history.

Activity Filter By : Activity History

Activity Filter By : My Activity

Activity Filter By : Late Activity

Activity Filter By : Today Activity

Activity Filter By : Future Activity

Activity Group By : Deadline

Activity Group By : Activity Type

Activity Group By : Created By

Schedule Activity Calendar View

Schedule Activity Kanban View

Schedule Activity Pivot View

Schedule Activity Graph View

Schedule Activity Line Chart View

Schedule Activity Pie Chart View

Activity Tags

Activity manager or activity supervisor can create and manage tags for activity.

Activity Manager User Access

Users with "Activity Manager" user access only can see "My Team Activity (Manager)" menu and see all team activity.

My Team Activity (Manager)

Activity manager can see team activity.

Activity Supervisor User Access

Users with "Activity Supervisor" user access only can see "My Team Activity (Supervisor)" menu and see all team activity.

My Team Activity (Supervisor)

Activity supervisor can see team activity.

Activity History

Under Activity Management > Activity history menu user can see all activity history.

Activity Reporting

Under Activity Management > Reporting menu user can see reporting for activity in chart and pivot view.

Mass Activity Manager User Access

Users with "Mass Activity Manager" user access to create a mass activities.

Activity Mass Configuration

Create Action for Mass Activity

Users can enter activity name, set model and groups for mass activity and click on 'CREATE ACTION' button for create an action.

Once click on 'CREATE ACTION' button, Action should be created and user can view the 'REMOVE ACTION' button for remove an action.

Mass Activity for Sale Order Action

User can select multiple record and in Action click on 'Mass Activity for Sale Order' configured action.

Schedule Mass Activity for Sale Order

User can enter activity detail and click on 'SCHEDULE' button.

Created Mass Activity for Sale Order

User can see applied an action for selected record.

Show All/Own Recurrent Activities User Access

Users with "Show All Recurrent Activities" and "Show Own Recurrent Activities" user access to show all and own recurrent activities.

Recurrent Activities Menu

Create Recurrent Activity

User can create recurrent activity, In the form enter activity name, select related document with that value, select an activity, assigned to person, summary of activity and note.

User can repeat recurrent activity by Day(s), Week(s), Month(s) and Year(s).

Recurrent Activity in Chatter

User can view recurrent activity in all activity.

Due Activity Notification Configuration

User can enable "Due Activity Notification" option to get email notification for due activity.

Due Activity Notification On Due Date

User can enable "On Due Date" option to get email notification for due activity, User need to enter number of days for "Days After Due Date" and "Days Before Due Date" to get email notification.

Scheduled Activity

Email Notification on Days Before Due Date

User can get email notification on days before activity due date.

Email Notification on Days After Due Date

User can get email notification on days after activity due date.

Notify Create User Activity Notification Configuration

User can enable "Notify Create User" option to get email notification for activity.

User can enable "Notify Create User" option to get email activity due email notification to activity create user, User need to enter number of days for "Days After Due Date" and "Days Before Due Date" to get email notification.

Scheduled Activity

Email Notification on Days Before Due Date

Activity create user will get email notification on days before activity due date.

Email Notification on Days After Due Date

Activity create user can get email notification on days after activity due date.

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