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  1. APPS
  2. Productivity
  3. Pro Activities Management | Advanced Activities Manager | Smart Activity Suite v 17.0
  4. Sales Conditions FAQ

Pro Activities Management | Advanced Activities Manager | Smart Activity Suite

by echoBitz IT Solutions Pvt. Ltd. https://www.echobitzit.com
Odoo

$ 103.99

v 17.0 Third Party
Live Preview
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Employees (hr)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Invoicing (account)
Lines of code 9219
Technical Name eb_pro_activity_management
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Discuss (mail)
• Employees (hr)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Invoicing (account)
Lines of code 9219
Technical Name eb_pro_activity_management
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 17.0 18.0 19.0
  • Description
  • License
EchoBitz Odoo Partner

Pro ActivitiesManagement
for Odoo

Pro Activities Management is a full-pack activity management powerhouse for Odoo. Go far beyond the standard activity flow with live dashboards, multi-user assignment, timer tracking, recurring activities, snooze history, SLA automation, analytics, workload balancing, gamification, portal visibility, email linkage, and WhatsApp sharing from one tightly integrated module.

Why Teams Choose Pro Activities Management

1
One module for the full activity lifecycle
Handle planned, overdue, done, cancelled, recurring, snoozed, and SLA-driven activities without jumping across custom addons or disconnected flows.
2
Built for real business operations
Support CRM, sales, HR, internal tasks, service follow-ups, and customer operations with assignment control, reminders, dependencies, and measurable productivity.
3
Richer than typical activity modules
Pro Activities Management combines dashboarding, time logs, leaderboard, workload views, portal exposure, WhatsApp sharing, digest email, and SLA escalation in one product.

What Makes It Valuable in Real Work

A
Immediate action handling
Start timer, stop timer, snooze, reassign, mark done, schedule next, cancel with reason, Reactivate, or open the linked record directly from the activity form.
B
Strong manager controls
Enable or disable portal, suggestions, gamification, digest, workload thresholds, snooze policy, retention limits, and extra SLA alert emails from settings.
C
Data-backed accountability
Managers get workload visibility, trend charts, type breakdowns, breach monitoring, leaderboard performance, and analytics that make follow-up measurable.
Live Timer & Logs
Track exact work sessions with spent hours, remaining hours, and detailed time logs.
SLA & Escalation
Detect breach conditions automatically and alert the right people at the right time.
WhatsApp Sharing
Send activity details with direct activity links to one or many assignees.
Leaderboard & Digest
Reward teams with badges, streaks, ranking, and weekly digest emails.
Watch Pro Activities Management Videos

Explore Pro Activities Management in Action

Jump into our YouTube playlist to see dashboard flow, timer tracking, snooze, SLA setup, recurring activities, workload balancing, settings control, and real-world activity operations inside Odoo.

Watch Video Playlist
See all major Pro Activities Management features and workflows in one place.

Key Features

A more complete activity suite with features that stand out against ordinary activity management addons.

Unified Activity Command Center
Hot Feature for managers and execution teams
Hot Feature

Pro Activities Management combines dashboard KPIs, trend analytics, workload balancing, SLA breach visibility, recent activity control, gamification tracking, and operational settings in a single business-ready activity workspace.

Live Time Tracking
Hot Feature

Track actual effort with start/stop timer, stored time sessions, spent hours, and remaining hours per activity.

SLA + Escalation Chain
Hot Feature

Escalate automatically to supervisors, managers, specific users, or custom recipients when activity deadlines are breached.

Multi-Assignee Flow
Hot Feature New Feature

Assign one owner plus additional assignees, choose shared or individual mode, and coordinate real team execution from one record.

Snooze History
New Feature

Pause activities safely, store the reason, enforce snooze limits, and wake them automatically with complete audit history.

Gamification Engine
Hot Feature

Points, badges, streaks, leaderboard podium, and digest emails create a measurable motivation layer for operations teams.

Recurring Activities
New Feature

Generate the next occurrence automatically for daily, weekly, monthly, and yearly tasks without recreating routine follow-ups manually.

Dependencies

Block completion until prerequisite activities are finished and notify dependents when they are unblocked.

Template Automation
Hot Feature New Feature

Create reusable activity templates with structured steps, due days, assignees, and bulk apply support for standardized workflows.

WhatsApp Sharing
New Feature

Send prefilled messages to assignees with direct links to the exact activity form.

Portal Activities
Hot Feature New Feature

Let portal users open their assigned activities, track due dates and status, and view full activity details directly from the portal.

Settings Driven
New Feature

Feature toggles, retention, digest, portal, workload thresholds, gamification, and limits all live in backend settings for admins.

Priority & Status Control

Manage activities with clear priority levels and planned, overdue, done, or cancelled states for better execution discipline.

AI Suggestions
Hot Feature New Feature

Enable rule-based activity suggestions on records to guide teams toward the next best follow-up action inside Odoo.

Tags & Company Control

Organize activities with multi-company tags, company-specific ownership, and cleaner filtering across large teams.

Module Overview

Browse setup guide, release notes, support channels, and FAQs for Pro Activities Management.

  • Setup
  • Release
  • Support
  • FAQs
  • Activity Dashboard Hot Feature
  • Activation and Access Rights
  • Activity Form View Hot Feature New Feature
  • Time Tracking Hot Feature
  • Snooze and Reassign Activities New Feature
  • Cancel Activities (with Reason)
  • WhatsApp Integration New Feature
  • SLA Policies Hot Feature
  • Activity Templates Hot Feature New Feature
  • Rule-Based Suggestions Hot Feature New Feature
  • Workload and Analytics
  • Gamification and Leaderboard Hot Feature
  • Achievement Badges Hot Feature
  • Activity Tags
  • Portal Activities Hot Feature New Feature

Activity Dashboard

Review the main activity dashboard first, then scroll into the detailed dashboard widgets that show recent activities and SLA-sensitive records.

Main dashboard overview
Activity Dashboard

This screen brings KPI cards, status filters, trend charts, and team workload into one operational dashboard.

Recent activities and SLA watch areas
Recent Activities and SLA Dashboard

Use the lower dashboard sections to inspect recent activities, overdue items, and breach-sensitive records in more detail.

Module Activation and Access Rights

Activate the module, assign the right privilege level to users, and manage important feature controls from settings.

Activate the module from Apps
Activate Pro Activities Management
Choose the user access level
Access Rights for Pro Activities Management
Configure portal, suggestions, gamification, and thresholds
Pro Activities Management Settings

Activity Flow

Show users how they move from activity lists into the main form and then understand the full flow through the built-in video demo.

My Activities list
My Activities List
All Activities list
All Activities List
Activity form with quick actions and references
Activity Form
Feature walkthrough video
Your browser does not support the video tag.

This tab covers the day-to-day flow from activity lists to the full form where users manage execution, communication, and follow-up actions.

Live Timer and Time Logs

Follow the timer flow from the activity form into the stored time log history for complete effort tracking.

Start the timer from the activity form
Start Timer Button
Track the timer while the activity is actively running
Running Activity Timer
Review live spent time and saved logs
Activity Time Tracking

Each session records start time, end time, duration, user, spent hours, and remaining hours.

Snooze and Reassign Activities

Pause activities with preset or custom durations, keep a snooze audit trail, and reassign overdue work with clear accountability.

Open the full activity form before snoozing or reassigning work
Activity Form Overview
Snooze an activity with duration and reason
Snooze Activity
Review the dedicated snoozed activities list
Snoozed Activities List
Reassign the activity to another responsible user
Reassign Activity

This flow helps teams postpone work safely and reassign responsibility when priorities or owners change.

Cancel Activities with Reason

Open the activity form, use the cancel action, and capture a clear cancellation reason so the activity history stays visible and traceable.

Open the activity form and click the Cancel action
Activity Form with Cancel Action
Enter the cancellation reason in the confirmation wizard
Cancel Activity with Reason

WhatsApp Activity Sharing

Show users where the WhatsApp action starts, then demonstrate the final message sent from the activity form.

Send via WhatsApp button on the activity form
WhatsApp Button on Activity Form
Prepared activity message in WhatsApp
WhatsApp Activity Sharing

The outgoing message can include assignment details, due date, related record, and a direct link back into Odoo.

SLA Policies and Escalation Chain

Start from the SLA policy list, then open the actual policy form to show breach visibility and escalation setup in context.

SLA policy list
SLA Policy List
Full SLA policy and escalation chain
SLA Policies

This view shows the breach smart button, maximum duration, company scope, and multi-level escalation timing.

Activity Templates and Bulk Apply

Start from the template list, then show the template form and the apply popup so users understand the full creation flow.

Activity template list
Activity Template List
Template form with steps, due days, assignees, and priority
Activity Template
Apply the template to target records in bulk
Apply Template

Templates help standardize recurring business processes such as onboarding, follow-up sequences, and service workflows.

Rule-Based Activity Suggestions

Show the suggestion setup flow from the rule list to the rule form and finally the live banner that appears on a business record.

Suggestion rule list
Suggestion Rule List
Suggestion rule form with trigger conditions and suggested action
Suggestion Rules
Live suggestion banner on the business record
Live Activity Suggestion Banner

This helps users create the recommended follow-up immediately when the configured business conditions are met.

Workload and Analytics

Use the workload screen for balancing and the analytics screen for trends, distribution, and performance insights.

Workload balancing screen
Workload Balancing
Analytics and performance screen
Activity Analytics

Together these screens help managers understand effort distribution, completion trends, and where action is needed next.

Gamification and Team Leaderboard

Show both the visual podium and the full leaderboard table so users can understand rankings, points, streaks, and recent activity.

Podium leaderboard view
Leaderboard Podium
Complete leaderboard table
Full Team Leaderboard

Badges

Create and manage achievement badges that support the gamification flow and reward top activity performance.

Configure activity achievement badges
Activity Badges

Activity Tags

Organize activities with reusable tags so teams can classify work quickly and keep activity lists easier to filter and manage.

Manage activity tags from configuration
Activity Tags

Portal Activities

Let portal users open assigned activities from My Account, browse the full portal list, and access detailed activity information directly online.

Portal account access to My Activities
Portal My Activities Shortcut
Portal activity list
Portal Activity List
Portal activity detail page
Portal Activity Detail

Version 19.0.1.0.0 - Initial Release

  • Odoo support.
  • Advanced activity states, dashboard, workload, and analytics.
  • Time tracking with timer, logs, spent hours, and remaining hours.
  • SLA policies, escalation chain, recurring activities, snooze history, and dependencies.
  • Multi-assignee workflows, gamification, digest email, portal visibility, and WhatsApp sharing.

We're here to help. Whether you need assistance with installation, activity flow setup, dashboard tuning, feature configuration, or technical customization, our support team is just a click away.

Schedule Meeting

Demo & Support

Reach us through any of the channels below.

(+91) 98700 62925
info@echobitzit.com
Schedule a Meeting
Watch Video Playlist
What is Pro Activities Management?

It is an advanced Odoo activity management addon with dashboarding, time tracking, recurring tasks, SLA control, snooze, workload, gamification, and analytics.

Can I assign multiple users to one activity?

Yes. The module supports one primary assignee plus additional assignees and multiple assignment modes for different team workflows.

Does it support timer-based tracking?

Yes. Start and stop timer from the activity form and keep exact time logs, spent hours, and remaining hours automatically.

Can I use SLA rules and escalation?

Yes. Attach SLA policies to activities and escalate breaches to supervisors, managers, users, or custom email recipients.

Can I disable gamification or digest?

Yes. Pro Activities Management includes backend feature toggles for gamification, digest, suggestions, portal access, and other configurable behaviors.

Can I share activity details through WhatsApp?

Yes. The activity form can open a prefilled WhatsApp message for one or multiple assignees with direct activity links.

Does it respect Odoo access rights?

Yes. The module uses standard Odoo permissions, groups, and record rules so users only access data they are allowed to see.

Scan and Connect with echoBitz

Book a meeting, start a WhatsApp conversation, or reach us by email from one simple visual card. It is the fastest way to move from interest to a real product discussion and live demo.

Meeting WhatsApp Email
echoBitz QR contact options

Our Services

Odoo Integration

Seamlessly integrate Odoo with third-party apps, platforms, and tools for better workflow.

Odoo Implementation

We plan, configure, and deploy Odoo tailored to your business processes.

Customization

Get modules and workflows customized to meet your exact needs in Odoo.

Community Apps

Access or develop robust community apps to enhance your Odoo functionality.

Development Outsourcing

Hire dedicated Odoo developers to build solutions efficiently and cost-effectively.

Support & Maintenance

Enjoy peace of mind with our reliable support, updates, and bug fixing services.

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Bidirectional sync of products, orders, customers, inventory, and payments.

View All echoBitz Apps on Odoo App Store

Ready to speed up record execution in Odoo?

Install Pro Activities Management and give your team a stronger workflow for planning, tracking, escalating, analyzing, and completing activities across your Odoo operations.

Get Support Visit Our Website
echoBitz IT Solution Pvt. Ltd. | Odoo Certified Partner | info@echobitzit.com | www.echobitzit.com
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).

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or modified copies of the Software.

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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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