We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.
Activities Management | All In One Schedule Activities | Activity Dashboard | Advance Schedule Activity | Dynamic Action For Multiple Activities | Activity Management Dashboard | Activities Dashboard
by Softhealer Technologies https://www.softhealer.com
Odoo
$ 45.05
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 3704 |
| Technical Name |
sh_activities_management_basic |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Community
Enterprise
Odoo.sh
Activities Management
Do you want a clear and organized way to track activities? This module provides a dedicated activity dashboard for managers, supervisors, and employees. Managers can view all activities, supervisors can see their own and their team's tasks, and employees can access only their assigned activities. Easily monitor planned, completed, and overdue activities. The system also sends notifications before and after the due date, helping you keep your team and customers informed.
Related Modules
Features
Role-Based Access (Manager, Supervisor, User)
Managers can view all activities, supervisors can view activities of their assigned users, and users can view only their own activities.
Create Activities for Any Model
Create activities for any model, like SO, CRM, and more, directly from the All Activities view using the Create button.
Multiple User Activity Assignment
Assign activities to multiple users at once, even if they do not have access rights to the related document or order.
Activity Tags Management
Manage activity tags with customizable colors, search or filter records using specific tags.
Edit Activities From Dashboard
Edit activity records directly from the activity dashboard.
Done & Schedule Next Option
Mark activities as done and schedule the next one from activity form view.
Activity Counters
Display counters on the dashboard to track activity status.
Origin Document Link
Use âOriginâ button to open the source document related to the activity.
Feedback/Comment on Completed Activities
Add comments or feedback on completed activities directly from dashboard or activity form view.
Activity Views with Easy Search
View all activities in Calendar, Pivot, and Graph formats. Search panel available in List and Kanban views.
Advanced Search with Filters & Group By
Search view includes enhanced filters and group-by options to easily search, filter, and organize activities.
Arrange Old Records by Company
Arrange old records by company.
These screenshots & videos are taken in Odoo 16 version. We will be updating new screenshots & videos in the near future. If you have any queries, please feel free to reach out to us at support
In "Activity Dashboard" select "Activity Manager", The manager can see everyone's activity.
Activity dashboard looks like this.
You can edit, view, cancel, mark as done & origin records from the activity dashboard.
You can see the activity status from the activity dashboard.
You can see the completed activities from the activity dashboard with data table.
You can see the overdue & cancel activities from the activity dashboard with data table.
Open "All Activities" from the dashboard.
The "All Activities" list view with search panel and edit & origin buttons.
Open "Planned Activities" from the dashboard.
The "Planned Activities" list view with search panel and edit & origin buttons.
Open "Completed Activities" from the dashboard.
The "Completed Activities" list view with search panel and origin buttons.
Open "Overdue Activities" from the dashboard.
The "Overdue Activities" list view with search panel and edit & origin buttons.
Cancelled activities counter and "Cancel" button in the related data table at dashboard.
The "Cancelled Activities" list view with search panel and origin button.
Press the "cancel" button to cancel the activity.
Cancel state & related document name with activity form view.
"UNARCHIVE" button in the data tables to make activity actives which are cancelled.
Activity Dashboard Menus
Manager can see my activities, supervisor activities & all activities from the "Activity" menu.
The "All Activities" list view with search panel and edit & origin buttons.
The "Supervisor Activities" list view with search panel and edit & origin buttons.
The "My Activities" list view with search panel and edit & origin buttons.
You can display fields from the list view smart button.
You can do multiple activities "Mark as done" and "Cancel" from the activity tree view.
Now we edit the activity from the list view.
When you press that "Edit" button this wizard opens for edit activity.
Now we open the original activity from the list view.
When you press that "Origin" button that opens the activity origin source document(a record).
You can edit multiple records from the activity list view.
The activity form view looks like this.
If you press the button "Mark as Done" you have to enter feedback/comment and your activity is done.
If you press the button "Done & Schedule Next" you have to enter feedback/comment and you have to schedule activity.
Using "Origin" button you can open the activity origin source document.
Now we press the button "Mark as Done".
After pressing the button "Mark as Done" you have to enter feedback/comment.
After pressing the "Done" button you can see detail with feedback and the "origin" button.
You can set the activity tags & settings from the "Configuration" menu.
The activity tags list view.
Multiple User Activities
Go to Activity Management setting, Enable 'Display Multi Users' to assign activities individually to multiple users.
In the 'Schedule Activity' popup, there you can see the field "Individual activities for multi users?" You can assign that activity individually to multiple users.
Now we tick the "Individual activities for multi users?" field to assign that activity individually to multiple users.
Activity assigned individually to multiple users.
Counter & Data Tables
Configuration for display counter & data tables in activity dashboard.
The activity dashboard of the manager with counter and data table, The manager can see all activities, planned activities completed activities or overdue activities by custom date.
Filter & Group By Activity
You can filter activity from "Filters".
You can group by activities using "Group By".
Activity Views
The search panel in the planned activity kanban view looks like this.
The pivot view looks like this.
The calendar view looks like this.
The graph view looks like this.
In the search view, Some filters & group by added
These screenshots & videos are taken in Odoo 16 version. We will be updating new screenshots & videos in the near future. If you have any queries, please feel free to reach out to us at support
From the topbar, activity menu, the supervisor can see their own activities & assigned user activity.
The activity dashboard of the supervisor looks like below, The supervisor can see own activities & allocate user activities by custom date and users.
The activity dashboard with planned activities.
The activity dashboard with all activities.
The activity dashboard with completed, overdue & cancelled activities.
Open "All Activities" from the dashboard.
The "All Activities" list view with search panel and edit & origin buttons.
Open "Planned Activities" from the dashboard.
The "Planned Activities" list view with search panel and edit & origin buttons.
Open "Completed Activities" from the dashboard.
The "Completed Activities" list view with search panel and origin buttons.
Open "Overdue Activities" from the dashboard.
The "Overdue Activities" list view with search panel and edit & origin buttons.
Cancelled activities counter and "Cancel" button in the related data table at dashboard.
The "Cancelled Activities" list view with search panel and origin button.
These screenshots & videos are taken in Odoo 16 version. We will be updating new screenshots & videos in the near future. If you have any queries, please feel free to reach out to us at support
From the topbar, activity menu, the employee can see their own activities only from the "My Activities".
The activity dashboard of the employee looks like below. Employees can filter activities by custom date.
The activity dashboard with planned activities.
The activity dashboard with all activities.
The activity dashboard with completed, overdue & cancelled activities.
Open "All Activities" from the dashboard.
The "All Activities" list view with search panel and edit & origin buttons.
Open "Planned Activities" from the dashboard.
The "Planned Activities" list view with search panel and edit & origin buttons.
Open "Completed Activities" from the dashboard.
The "Completed Activities" list view with search panel and origin buttons.
Open "Overdue Activities" from the dashboard.
The "Overdue Activities" list view with search panel and edit & origin buttons.
Cancelled activities counter and "Cancel" button in the related data table at dashboard.
The "Cancelled Activities" list view with search panel and origin button.
When the user/employee tries to open the original activity from the dashboard.
It shows an alert like this.
These screenshots & videos are taken in Odoo 16 version. We will be updating new screenshots & videos in the near future. If you have any queries, please feel free to reach out to us at support
Go to Activity Management setting, Enable 'Display Multi Users'.
Now goto sale quotation and click on 'Schedule Activity'.
In the 'Schedule Activity' popup, there you can see the field 'Assign Multi-User'. You can assign that activity to multiple users.
'User 1' can see the assign activity.
'User 2' can see the assign activity.
If users have the 'Own Documents Only' group and that order is not the user's, so they can not see the origin of the activity.
It will raise below user error.
If assign users have not any access right for related model, then it will raise 'Access Error' like this.
These screenshots & videos are taken in Odoo 16 version. We will be updating new screenshots & videos in the near future. If you have any queries, please feel free to reach out to us at support
The activity tags menu and tree view.
The activity dashboard with the activity tags.
The activity form view with the activity tags.
You can search activities by the activity tags.
The activities list view of searched data.
You can filter activities using the activity tags.
You can schedule activities by activity tags.
The schedule activity form view with the activity tag field.
The schedule activity with the activity tags.
Arrange old records company-wise.
Version 17.0.16.0.0 | Released on :2nd October 2025
Fixed
Minor Bug Fixed.
Version 17.0.15.0.0 | Released on :27th September 2025
Fixed
Minor Bug Fixed.
Version 17.0.14.0.0 | Released on :7th August 2025
Fixed
Minor Bug Fixed.
Version 17.0.13.0.0 | Released on :6th August 2025
Fixed
Minor Bug Fixed.
Version 17.0.12.0.0 | Released on :29th July 2025
Fixed
Minor Bug Fixed.
Version 17.0.11.0.0 | Released on :17th July 2025
Fixed
Minor Bug Fixed.
Version 17.0.10.0.0 | Released on :24th May 2025
Fixed
Minor Bug Fixed.
Version 17.0.9.0.0 | Released on :21st April 2025
Fixed
Minor Bug Fixed.
Version 17.0.8.0.0 | Released on :31st March 2025
Fixed
Minor Bug Fixed.
Version 17.0.7.0.0 | Released on :25th March 2025
Fixed
Minor Bug Fixed.
Version 17.0.6.0.0 | Released on :20th March 2025
Fixed
Minor Bug Fixed.
Version 17.0.5.0.0 | Released on :19th March 2025
Fixed
Minor Bug Fixed.
Version 17.0.4.0.0 | Released on :6th December 2024
Fixed
Minor Bug Fixed.
Version 17.0.3.0.0 | Released on : 3rd May 2024
Fixed
Minor Bug Fixed.
Version 17.0.2.0.0 | Released on : 16th March 2024
New
Dashboard Feature Added.
Version 17.0.1.0.0 | Released on : 22nd November 2023
Initial
Initial Release.
This is the beta version. Odoo 17 is just recently launched and odoo release patches day by day. Some features may not working.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
- No, this application is not compatible with odoo.com(odoo saas).
Multi-Languages
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