| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 360 |
| Technical Name |
trdo_activity_filter |
| License | OPL-1 |
| Website | https://www.truodo.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 360 |
| Technical Name |
trdo_activity_filter |
| License | OPL-1 |
| Website | https://www.truodo.com |
| Versions | 17.0 18.0 19.0 |
Standard Odoo Activities -- What's Missing
- All users can see every activity scheduled on a record
- No privacy or isolation between user activities
- Activities assigned to one user are visible to all others
- No way to restrict activity visibility by assigned user
- Sensitive tasks and follow-ups are exposed to all team members
- No control over who sees which scheduled activity
What This Module Solves
- Each user sees only the activities assigned to them
- Activities are filtered based on the logged-in user
- User B cannot see activities assigned to User A
- Full privacy for individual scheduled activities
- Works across all Odoo models — Sales, CRM, and more
- No configuration needed — works automatically on install
In standard Odoo, when multiple users are working on the same record — such as a Sales Order or CRM lead — all scheduled activities are visible to every user who opens that record. This means User A can see the tasks and follow-ups assigned to User B, and vice versa, with no separation.
Activity Filter solves this by ensuring each user sees only the activities that are assigned to them. When User A schedules a To-Do activity and assigns it to themselves, only User A will see that activity in the chatter. When User B opens the same record, they will only see activities assigned to User B.
This is especially useful for sales teams where multiple representatives manage the same accounts or orders. Each salesperson can schedule their own follow-up calls, emails, and to-dos without exposing their work plan to colleagues on the same record.
The filtering works automatically based on the currently logged-in user. No additional configuration is required — once installed, only the assigned user will see their planned activities on any record across Odoo.
This module is ideal for any Odoo business using activities for task management, follow-ups, calls, and meetings — particularly sales teams, CRM users, and support teams handling shared records.
User-Based Activity Filter
Each user sees only the activities assigned to them — no cross-user visibility.
Activity Privacy
Scheduled tasks and follow-ups remain private to the assigned user only.
Multi-User Support
Multiple users can work on the same record with complete activity isolation.
All Activity Types
Works with To-Do, Email, Call, Meeting, Document and all other activity types.
Zero Configuration
Filtering works automatically on install — no settings or setup required.
Works Across All Models
Activity filtering applies across Sales, CRM, Purchase, and all Odoo models.
Sales Teams
Each salesperson manages their own follow-up calls and to-dos without exposing plans to teammates.
Support & CRM Teams
Support agents handle their own tasks on shared leads or tickets with full privacy.
Multi-User Organizations
Any business with multiple staff accessing the same records needs isolated activity visibility.
Install Module
Install the Activity Filter module from the Odoo Apps store.
Schedule Activity
Any user schedules an activity and assigns it to themselves on a record.
Activity Visible to Assignee
Only the assigned user sees the activity in the chatter on that record.
Other Users See Nothing
Other users opening the same record see only their own assigned activities.
Built for Odoo Sales, CRM & All Activity-Based Models
Fully compatible with Odoo 17 and works across all models that use activities. Lightweight implementation with automatic user-based activity filtering.
Built by Odoo Experts.
Trusted by Businesses.
Dedicated Support
We stand behind every product we ship, responsive support when you need it most. ✦10-hour free trial included
Industry-Specific Expertise
Deep knowledge across manufacturing, retail, services, healthcare, and more — we don't apply generic ERP templates, we tailor solutions to your sector.
Fast & Phased Implementation
Our agile delivery model gets your core ERP live quickly, then scales with your needs — reducing risk and accelerating ROI.
Email us
sales@truodo.com
+91 99255 58791
https://www.linkedin.com/company/truodo-solutions
FAQ
Everything worth knowing before you install. Still unsure about something specific?
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Multiple Users Exist in the System
The system has multiple internal users — for example Administrator, User A (login: user1), and User B (login: user2). Each user works on shared records such as Sales Orders in Odoo.
Settings → Users & Companies → Multiple internal users in the system
User A Schedules a To-Do Activity
User A opens Sales Order S00002 and clicks the Activity button. They select To-Do as the activity type, set the due date to Jun 24, assign it to User A, and click Save. The activity is now visible in the Planned Activities section for User A.
User A → S00002 → Schedule Activity → To-Do assigned to User A → Due Jun 24
User B Schedules a Call Activity
User B opens the same Sales Order S00002 and schedules a separate activity. They select Call as the activity type, set the due date to Jun 21, assign it to User B, and click Save. User B sees only their own Call activity — not the To-Do assigned to User A.
User B → S00002 → Schedule Activity → Call assigned to User B → Due Jun 21
Each User Sees Only Their Own Activity
When the same Sales Order S00002 is opened by a different user, the Planned Activities section shows no activities — because the activities belong to User A and User B respectively, and are not visible to anyone else. Each user's planned activities remain completely private and isolated to the assigned user only.
Other user opens S00002 → No activities visible → Full activity privacy enforced
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.
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