All In One Odoo Activities Management | Activity Management | Activity Dashboard | Activity Views | Activity Monitoring | Advance Activity Management
by Keypress IT Services https://www.keypress.co.in
Odoo
$ 15.07
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Discuss (mail) |
| Lines of code | 3112 |
| Technical Name |
kits_activity_management |
| License | OPL-1 |
| Website | https://www.keypress.co.in |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
All In One Odoo Activities Management
Effortlessly manage Odoo activities with task assignments, reminders, filters, and customizable dashboards for all user roles. Simplify workflows with mass activity creation.
FEATURES
Multi-Role Access – Users, Managers, and Administrators can access activities based on their role and permissions.
Change dashboard colors and layout to suit your workflow and preferences.
Easily filter and search through activities using multiple filters and a search panel.
Assign activities to specific users or managers and track progress in real time.
Set reminders for upcoming tasks and never miss important deadlines.
Efficiently create activities in bulk for multiple documents or users at once.
View and track all activities, including completed and canceled tasks, in one place.
Add tags to activities for faster searching and better organization.
Analyze the status and progress of activities through detailed insights on your dashboard.
Easy-to-use interface with secure data handling and management.
Need Any Help ?
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LINK
https://www.keypress.co.in/odoo-apps/14.0/all-in-one-odoo-activities-management
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EMAIL
info@keypress.co.in
Role-Based Activity Management from Your Dashboard
Easily create and track activities by role right from the dashboard. Stay on top of due dates, reminders, and progress with a clear, centralized view.
You will see a menu labeled 'Activity Manager.' Navigate to this menu to manage activities.
You can view a dashboard for activities, as shown in the image below.
The dashboard offers various filters, such as activity stage, user, model, record, and type. Additionally, there are side panel filters, including All Activities, My Activities, My Activities Due Today, Overdue Activities, Rescheduled Activities, and Activities Due in 7 Days. You can also find a button to create a new activity. By clicking on a record, you can easily open it.
By clicking on the Activities menu, you can view a list of activities along with a search panel. From this view, you can also create a new activity.
This is how you create a new activity. From here, you can select the model and record. If you wish to assign a manager to the activity, you can do so, and you can also add tags for quick search of your activities.
The activity is successfully displayed in the document.
If any activity is canceled and you wish to reschedule it, you can do so by clicking the 'Reschedule' button.
Select a new reschedule date and click the 'Reschedule' button to reschedule the activity.
Once rescheduled, the 'Reschedule' tag will appear under 'Rescheduled Activities,' and your activity will move to the regular stage. This 'Rescheduled Activities' filter is also available in the dashboard side panel.
In the Dashboard section, there is a configuration like 'Dashboard Refresh Time (Sec.)'. Here, you can set a time in seconds for the dashboard data to refresh automatically after the specified duration."
This color configuration allows you to customize the dashboard's primary color, side panel active color, side panel hover color, and the KPI colors for 'Today's,' 'Planned,' 'Overdue,' and 'Canceled' activities. You can also reset to the default colors by clicking the button next to each color option.
As you can see, I have changed the colors of the dashboard, and it now appears as shown.
Never Miss an Event Again
Set up system and email reminders ahead of any activity or event, ensuring your team stays on schedule.
You can set reminders for activities, including pop-up notifications and email alerts. A value of '0' means the reminder is disabled. Additionally, you can configure the reminder to trigger in minutes, hours, or days.
In the image below, you can see how the pop-up reminder is displayed on the screen. By clicking on the document name, you can open the document.
The image below shows a reminder email for an activity. You can also open the record by clicking the 'Open Document' button displayed in the email.
Bulk Activity Management Made Simple
Quickly create and manage activities across multiple records at once, with flexible role-based settings for efficient workflow management.
To configure the Activity Manager, click on the 'Configuration' menu and then select 'Settings.'
In the image below, you can see the Mass Activity Configuration. 'Mass Activity' allows you to create activities for multiple records. To enable this feature, you can select the models in which you want to allow mass activity creation.
Once you have selected the models in the Mass Activity Configuration, the 'Create Activity' button will appear in the list view of those models. After selecting the records, click on this button to create activities.
Create the activity you want for the selected records.
View the activity created for all selected records.
Get Started in Minutes
Streamlined initial configuration helps you set up and run the Activity Management app quickly, so your team can focus on getting work done.
After installing our module, navigate to the User Menu as shown in the image below.
We have defined user roles within the activity model. By default, all users are assigned the 'User' role, allowing them to view only their own activities. If needed, you can assign other roles, such as 'Manager' or 'Administrator.' The 'Manager' role allows users to view their own activities as well as the activities of users for whom they are assigned as a manager. The 'Administrator' role grants access to all activities in the system.
Beside the Chatter tab, there is a tab to view all activities related to that document.
As you can see, all activities related to that document are displayed, including completed and canceled activities. You can also open any activity by clicking on its record.
Version : 14.0.1.1.4
|
Released On : 29th July 2025
- Bug fixing and improvement.
Version : 14.0.1.1.3
|
Released On : 27th May 2025
- Bug fixing and improvement.
Version : 14.0.1.1.2
|
Released On : 28th April 2025
- Bug fixing and improvement.
Version : 14.0.1.1.1
|
Released On : 19th February 2025
- Initial release.
What is All In One Odoo Activities Management?
- All In One Odoo Activities Management is an Odoo app designed to help businesses efficiently manage, track, and organize activities. It allows users, managers, and administrators to assign tasks, set reminders, use filters, and customize dashboards for streamlined workflows.
Who can use this app?
- The app is designed for three types of roles: Users, Managers, and Administrators. Users can view their own activities, Managers can see activities they’re assigned to, and Administrators can view all activities across the platform.
Can I customize my dashboard?
- Yes! The app allows you to change the dashboard’s appearance, including color schemes, to better fit your team's preferences and branding.
Can I reschedule or cancel activities?
- Yes, you can reschedule or cancel activities at any time. The changes will automatically update in the system, and you’ll be notified accordingly.
What is the "Mass Activity Creation" feature?
- The Mass Activity Creation feature allows you to create activities in bulk for multiple documents or users at the same time, saving time when managing large numbers of tasks.
How can I track my activities?
- You can track all activities via the dashboard, where you can view ongoing, completed, or canceled tasks. You can also filter and search for specific activities using tags.
Is there a reminder feature for activities?
- Yes, the app allows you to set reminders for each activity. This ensures that no tasks are missed, and deadlines are met.
Can I view completed and canceled activities?
- Yes, the app gives you a comprehensive view of all activities, including those that are completed or canceled, for better tracking and reporting.
We will provide 90 days free support if you face any issue due to the our apps, By using our module you are agree to our privacy policy and terms of service.
Support Policy
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