Activity Management | Activity Dashboard | Activity Monitoring | Activity Views

by
Odoo

36.31

v 15.0 Third Party 59
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Lines of code 623
Technical Name rt_activity_mgmt
LicenseOPL-1
Also available in version v 13.0 v 12.0 v 14.0
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Lines of code 623
Technical Name rt_activity_mgmt
LicenseOPL-1
Also available in version v 13.0 v 12.0 v 14.0

Activity Management | Activity Dashboard | Activity Monitoring | Activity Views


Activity management is used to administer the activities assigned to employees in an organization. Prioritize your day and work the way you work then track them through views like list, kanban, calendar, pivot, graph and dashboards. Activity management provides an efficient way to manage and assign activities across the team to ensure harmony.

activity management security groups
User: can see own activities
Administrator: can see all user activities
Note: if you don't' choose any security groups means standard odoo flow (A user can see all other user activities but, only edit or done own activities).

Activity User can see own activities

Activity Administrator: can see all user activities

Click on "Activities" Menu

Activity Tree View

Show remaining days in tree view

Click on search panel item to filter records

Click on tile to collapse/expand overview table

Edit multiple records at once

Click here to hide/show columns

full columns list to show/hide

click "Edit" button to edit activity/open activity form

Activity form will opened when you click "Edit" button

Click "Document" button in order to open related document

Related document will open when you click "document" button

Tons of "Filter" in search view

Tons of "Group by" in search view

Kanban view

Show remaining days in kanban view

Calendar view

Pivot view

Graph view

Priority and Tags fields added in activity

"Activity tags" menu

Note: "Activity tags" menu only visible for "admin" user and activity administrator user.

Create "Activity tags" here

A user can see all other user activities but, only edit or done own activities

Note: A user can see all other user activities but, only edit or done own activities and only see own documents. its a standard odoo behavior (record rule) we did not change/apply any record rule

Error given if an user try to edit or done another user activities

Set a activity user and administrator security groups

Set a priority on an activity

Set tags on an activity

Ideal for managing many activities.

Tons of filters and group by in search view for managing and filtering activities to help quickly find the right activity to work on.

Simplified process to edit an existing activity, or complete an activity without having to navigate to the document

Easily get a clear understanding of daily to-dos.

15.0.1 (28 Nov 2021)
First Release

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