Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
      • Get a Tailored Demo
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +32 2 290 34 90
    • Get a Tailored Demo
  • Pricing
  • Help
  1. APPS
  2. Extra Tools
  3. Activity Management v 17.0
  4. Sales Conditions FAQ

Activity Management

by INKERP https://www.inkerp.com/
Odoo

$ 22.91

v 17.0 Third Party 9
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 Discuss (mail)
Lines of code 630
Technical Name eg_activity_management
LicenseOPL-1
Websitehttps://www.inkerp.com/
Versions 16.0 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 Discuss (mail)
Lines of code 630
Technical Name eg_activity_management
LicenseOPL-1
Websitehttps://www.inkerp.com/
Versions 16.0 17.0 18.0 19.0
  • Description
  • License

Our Most Suggested Products

Advance Simplify Access Management

Advance Simplify Access Management

Stock Barcode Pro

Stock Barcode Pro

Why Use This Activity Management ?

Managing activities across different documents and users in Odoo can become complex and time-consuming. This app solves that problem by providing a centralized, visual, and real-time dashboard to track and control all activities efficiently.1. Complete Visibility of Activities :The dashboard shows all activities in one place, including total, planned, completed, and overdue activities. Users no longer need to open multiple records or menus to understand what work is pending or delayed.2. Visual Insights for Faster DecisionsCharts display activities by type (Call, Email, Meeting, To-Do) and by document model (Leads, Sales Orders, Journal Entries, etc.). These visual insights help managers quickly understand: Which activity types are used most Where delays are happening Which documents generate the most activities4. Time-Saving & User-Friendly : Instead of navigating through multiple Odoo views, users get instant insights from a single dashboard, saving time and reducing operational effort.



  • Features
  • Screenshots
  • Support
  • Service

Features

Access Rights for User and Manager:

User can access only their own activities and the manager can access all activities.

Manage and control Activities:

Admin can easily manage and control activities.

Advance Filters for Accurate Activities:

like..(All activities, Today Activities, Due Activities, and Planned Activities) date filters, assignee filter and much more.

Easy Track Source Document of activity:

User can view Source document of activity, using button in kanban view and tree view.

Activity Tags and priority:

Manager can create and assign Tags to activity and set priority of activity.

Activity Management Dashboard

Key Benefits Clear visibility of activity status and workload Faster decision-making with visual insights Improved task follow-up and accountability Better prioritization of planned and overdue actions

Screenshot

1) Access Rights for Activity Management:

Users have to set a role of User or Administrator in "Activity".


Navigation : Settings > Users & companies > User


Odoo Studio

2) Activity Dashboard Overview

  • Date-wise activity filter with Today, This Week, This Month, This Year, All Time, and Custom Date Range.
  • Summary tiles for Total Activities, Overdue, Today, Planned, High Priority, Tagged Activities, and Done Logs.
  • Status Distribution chart for Overdue, Today, and Planned activities.
  • Activity Trend chart to view activities by date.
  • Planned Activity Trend chart for upcoming activities.
  • Priority Distribution chart for Low, Normal, High, and Very High priority activities.
  • Model Wise Activities chart to show activities grouped by related model.
  • Activity Type Wise Data chart for To-Do, Email, Call, Meeting, and other activity types.
  • Assignee Wise Activities chart to review workload by assigned users.
  • Recent Activities table with Summary, Model, Activity Type, Assignee, Deadline, and Priority.
  • Clickable tiles and records to quickly open related activities.
  • Bright pastel dashboard design with scrollable layout.



Odoo Studio

3) Admin Access Activities:

Here is the Tree view of Activities with the Advance Filter option of Activity type, Priority, Assignee, And Document model.



Odoo Studio

4) User Access of activities:

Here is the activities view for User, the user can see only his own record of activities.



Odoo Studio

5) Advance Filter option:

Here, Admins filter out email type activities.



Odoo Studio

6) Tree view extra fields display option:

User can display fields with their choice.



Odoo Studio

7) Edit activity button:

By clicking the Edit button, the user can edit activity.



Odoo Studio

8) Popup view for edit activity:

When the user clicks on the Edit button, the popup view raises and the user can edit activity.



Odoo Studio

9) View Document button:

By clicking the Document button, the user can view the source document of activity.



Odoo Studio

10) Source Document view of activity:

By clicking on the Document button, this pop-up view of the document form view will open.



Odoo Studio

11) Other Useful Filter:

Here some more useful filter in activity.(which based on Date, activities and priority).



Odoo Studio

12) Groups By Record:

The group by option helps to set records in the group of Activity type, Assignee, Deadline, Priority, etc.!



Odoo Studio

13) Activity Kanban View:

The kanban view of activities with necessary data, which indicates activities with separate colours in states, due date and Deadline.



Odoo Studio

14) Document Preview button in kanban view:

Here is the preview button for source document of activity, in kanban view.



Odoo Studio

15) Document Popup View :

Here is the source document previewed in form view.



Odoo Studio

16) Calendar View of Activities:

Here is the calendar view of activities.



Odoo Studio

17) Pivot View of Activities:

Here is the Pivot view of activities.



Odoo Studio

18) Graph View of Activities:

Here is the graph view of activities.



Odoo Studio

19) Activity Tags:

Here, the manager can create activity tags which will be Assigned in activities.



Odoo Studio

20) Done Activity Logs:

Here is another view for Done activity logs, which display only done activities.



Odoo Studio

21) Done Activity Logs Filters:

Here are some useful filters for Done activity.



Odoo Studio

22) Done Activity Logs Group By:

Here are some useful group by options for Done activities.



Odoo Studio

User Guide

Email

COPY LINK

team@inkerp.com

Watch Video Tutorial

Click here to watch videos

Teams

COPY LINK

team@inkerp.com

Our Service

Odoo Implementation

Odoo App Development

Odoo Support & Maintenance

Odoo Customization

Odoo Integration Services

Odoo Developer Outsourcing

Suggested Products

Click to Redirect

Employee Training Management

Click to Redirect

Project Management System

Click to Redirect

Membership Subscription Plans

Click to Redirect

All In One List Preview/ Edit

Click to Redirect

Timeline Snippets

Click to Redirect

eCommerce Product Search by Synonyms

Click to Redirect

Discount Per Quantity in Website || Discount Per Quantity in Shop

Click to Redirect

MOQ in Product Name For Enterprise

Click to Redirect

Website Fast Order For Enterprise

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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with