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Escalation Management - Task & Managerial Escalation with Dashboard

by
Odoo

$ 40.00

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Calendar (calendar)
• Discuss (mail)
• Employees (hr)
• Project (project)
Lines of code 1655
Technical Name ol_escalation_management
LicenseLGPL-3
Websitehttps://www.odolution.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 • Calendar (calendar)
• Discuss (mail)
• Employees (hr)
• Project (project)
Lines of code 1655
Technical Name ol_escalation_management
LicenseLGPL-3
Websitehttps://www.odolution.com/
Versions 17.0 18.0 19.0

Escalation Management - Project Task Escalation System

Streamline your project escalation workflow with a structured system for handling task-related issues and managerial concerns. Track escalations through defined stages with automatic notifications and complete audit trails.

Perfect for teams who need organized issue resolution and clear accountability!

Struggling with Unresolved Project Issues?

Without a proper escalation system, issues fall through the cracks, accountability is unclear, and resolution takes forever.

No Tracking System

Issues are reported via email, chat, or verbal communication with no central tracking or history.

Unclear Accountability

Nobody knows who is responsible for resolving issues or when they were assigned.

Delayed Notifications

Stakeholders are not informed when issues are escalated or resolved, causing communication gaps.

Escalation Management solves all of this with structured workflows, automatic notifications, and complete traceability.

Two Escalation Types for Complete Coverage

Handle both task-specific issues and broader managerial concerns with dedicated escalation paths.

Task-Related Escalation

Create escalations directly from tasks. Link issues to specific tasks and projects for context. Available to all team members.

Managerial Escalation

Handle HR and personnel concerns separately. Reserved for managers to address employee-related issues without task linkage.

Stage-Based Workflow

Move escalations through New, In Progress, Resolved, and Closed stages with clear action buttons and automatic notifications.

Meeting Integration

Schedule meetings directly from escalations. Calendar events are automatically linked with all relevant parties invited.

Analytics Dashboard (Managers Only)

Interactive dashboard with KPI cards, charts (by Stage, Type, Priority, Monthly Trend), project-wise resolution rates, and advanced filters. Click any KPI to drill down into filtered records.

Result: Issues are tracked, assigned, and resolved with full visibility and accountability.

Built For These Teams

Project Managers

Track and resolve task blockers efficiently with full visibility into escalation status.

Team Leaders

Handle team issues with proper documentation and escalation paths to management.

HR Managers

Manage personnel concerns through dedicated managerial escalation workflows.

Key Features of Escalation Management

Create from Task

One-click escalation creation directly from any task form with pre-filled details.

Smart Buttons

Quick access to related escalations and meetings via smart buttons on forms.

Email Notifications

Automatic emails at each stage transition to keep all stakeholders informed.

Further Escalation

Escalate to higher authority when needed with dedicated assignment field.

Priority Levels

Set escalation priority from Low to Urgent for proper prioritization.

Calendar Integration

Schedule escalation meetings with automatic attendee invitation.

Analytics Dashboard

KPI cards, interactive charts, project-wise insights, and advanced filters for managers.

Drill-Down Actions

Click any KPI card or project row to instantly view the filtered list of escalations.

What You Get With Escalation Management

  • + Task-Related Escalation workflow
  • + Managerial Escalation workflow
  • + 4-stage workflow (New, In Progress, Resolved, Closed)
  • + Email notifications on stage changes
  • + Create escalation from task form
  • + Smart buttons for quick navigation
  • + Calendar meeting integration
  • + Priority levels (Low to Urgent)
  • + Full audit trail with chatter
  • + Analytics Dashboard with KPIs and charts
  • + Project-wise resolution rate tracking
  • + 90 days free support included

Lightweight installation - Only requires Project, Mail, Calendar, and HR modules

Customization Services

Need something different? We're here to help!

Custom escalation stages Additional notification triggers SLA tracking integration Custom reports and dashboards Any other customization to fit your business

Affordable pricing tailored to your requirements. Contact us directly:

app.support@odolution.com WhatsApp: +923356928563

Need Help?

Connect with us on email

Chat with us on WhatsApp

Escalation Menu

Access Task-Related and Managerial Escalations from the Project menu.

Task Escalation List View

View all task-related escalations with status, priority, and assignment details.

Escalation Form View

Complete escalation details with stage buttons, priority, and assignment fields.

Create Escalation from Task

Quick escalation creation directly from the task form with smart button.

Managerial Escalation

Handle employee-related concerns through dedicated managerial escalation workflow.

Meeting from Escalation

Schedule meetings directly from escalation with automatic attendee invitation.

Analytics Dashboard - KPIs & Project Insights

Interactive dashboard with KPI cards, advanced filters, project-wise resolution rates, and charts by Stage, Type, and Priority. Available to managers only.

Analytics Dashboard - Charts & Trends

Visual charts by Stage (Doughnut), Type (Pie), Priority (Bar), and a 6-month Monthly Trend line chart for tracking escalation patterns over time.

Simple Setup - No Configuration Required

Install the module and start using it immediately. The escalation menu appears under Project automatically. Users and managers can begin creating escalations right away.

Access Rights

  • User: Can create, read, and edit escalations
  • Project Manager: Full access including delete + Dashboard access
  • Dashboard: Visible only to Project Managers under Project > Escalation > Dashboard
  • Uses standard Odoo groups - no extra setup needed

Need Help? We have Got You Covered!

Contact Us
Still have questions? Don't hesitate to reach out via email at app.support@odolution.com Or via WhatsApp at +923356928563 . We are happy to help!
Support Ticket
For any issues you encounter while using our app, we offer free support for 90 days from the date of purchase, provided the issue is related to the app.
To get assistance, please visit www.odolution.com to create a support ticket.

FAQs

What is the difference between Task and Managerial escalations?
Task escalations are linked to specific project tasks and can be created by any user. Managerial escalations are for HR/personnel matters and are not linked to tasks.
Who receives email notifications?
Notifications are sent to the assigned user, the escalated-to user (if set), and the creator when stages change. All relevant parties stay informed automatically.
Can I customize the escalation stages?
The module comes with 4 standard stages (New, In Progress, Resolved, Closed). For custom stages, please contact us for customization services.
What modules are required?
This module requires Project, Mail, Calendar, and HR modules. These are standard Odoo modules available in all editions.
Can regular users delete escalations?
No, only Project Managers can delete escalations. Regular users can create, view, and edit escalations but cannot delete them.
Who can access the Analytics Dashboard?
The Dashboard is available only to users with the Project Manager role. It provides KPI cards, interactive charts (Stage, Type, Priority, Monthly Trend), project-wise resolution rates, and filters by date range, type, stage, priority, and project.

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