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
$ 15.24
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Calendar (calendar)
• Discuss (mail) |
| Lines of code | 2682 |
| 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 |
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 ?
COPY LINK
https://www.keypress.co.in/odoo-apps/15.0/all-in-one-odoo-activities-management
COPY EMAIL
info@keypress.co.in
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.
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.
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.
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.
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.
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.
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 : 15.0.1.1.4
|
Released On : 27th May 2025
- Bug fixing and improvement.
Version : 15.0.1.1.3
|
Released On : 28th April 2025
- Bug fixing and improvement.
Version : 15.0.1.1.2
|
Released On : 20th February 2025
- Bug fixing and improvement.
Version : 15.0.1.1.1
|
Released On : 14th 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
SUGGESTED APPS
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.
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