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  1. APPS
  2. Productivity
  3. Activity Management v 18.0
  4. Sales Conditions FAQ

Activity Management

by Cerevantix Technologies https://cerevantix.com
Odoo

$ 49.00

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
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)
Lines of code 563
Technical Name cerevantix_activity_management
LicenseOPL-1
Websitehttps://cerevantix.com
Versions 17.0 18.0 19.0
  • Description
  • Manifest
  • License
CEREVANTIX TECHNOLOGIES

Every activity, one operational workspace

See, plan, and clear every Odoo activity — calls, emails, meetings, and to-dos — across every record from a single, color-coded dashboard that warns you before you double-book anyone.

THE PROBLEM

Activities live scattered across every app — a lead here, a sales order there, an invoice, a task. There is no single place to see what you owe, what your team owes, and what is overdue, so work slips past its due date and nobody warns you when a teammate is already booked.

THE SOLUTION

One unified workspace that gathers every activity across all models, color-codes it by urgency, assigns work to whole teams at once, and flags scheduling conflicts before the activity is even saved.

CAPABILITIES

Built to clear work, not read reports

Every capability below is implemented in the module.

01

Unified Cross-Model Dashboard

Every activity from every Odoo model — CRM, Sales, Invoicing, Projects and more — in one list and kanban view, so you stop bouncing between apps to find your work.

02

Conflict-Aware Scheduling

The one thing competitors miss: a warning when the chosen assignee already has another activity or calendar event that day, so double-booking is caught before you save.

03

Color-Coded Urgency

Overdue rows show red, today shows amber, and future work shows green, so slipping activities never hide in a long list.

04

Assign to Multiple Users

Fan a single activity out to several assignees in one action, each tracked separately — no more repeating the same activity by hand for every teammate.

05

Zero-Context-Switch Completion

Mark an activity done straight from the list, or use Done & Next to jump to the assignee's next task and burn down a backlog without leaving the workspace.

06

Own / Team / All Roles

Three unambiguous levels: users see their own work, team leads see their team's, and managers see everything — no confusing overlap of Supervisor and Manager roles.

07

Time Filters & Grouping

One-click Overdue, Today, and Future filters, plus grouping by assignee, activity type, document model, or due date — the operational view opens on what is due right now.

08

Time-of-Day Scheduling

Add a precise scheduled time on top of the native due date for meetings and calls, shown right alongside the deadline in every view.

09

Native Activities & Chatter

These are standard Odoo activities, so everything created or completed here appears in the source record's chatter and keeps the normal audit trail intact.

WORKFLOW

How it works

1

Open the Workspace

Land on My Activities, pre-filtered to what is overdue and due today.

2

Assign & Schedule

Assign to one or many users; a warning appears if anyone is already booked.

3

Clear the Backlog

Mark done inline, or use Done & Next to move straight to the next task.

4

Oversee the Team

Team leads and managers switch to Team or All to see everyone's load.

SCREENSHOTS

See it in action

Real screens from the module, captured on Odoo 17.

01 - THE OPERATIONAL DASHBOARD
Unified color-coded activity dashboard with conflict toggles and inline actions

Every activity across all records in one list — red overdue, amber today, green future, with a scheduled-time column, conflict indicator, and inline Open, Done, and Done & Next actions.

My Activities view pre-filtered to overdue and today

My Activities opens pre-filtered to Overdue and Today, so you land straight on what you owe right now.

Activities grouped by assignee with live counts and the filter and group-by menu

Group by assignee, activity type, document model, or due date — here per-person sections show a live count, alongside one-click Overdue, Today, and Future filters.

02 - CONFLICT-AWARE SCHEDULING
Kanban board showing double-booking conflict warnings on cards

The kanban board spells out each conflict in plain language — here the assignee already has another activity and a calendar event booked the same day.

Activity form with scheduled time and a conflict warning banner

On the activity itself, a precise Scheduled Time sits beside the due date and a clear banner warns the moment the assignee is double-booked.

03 - ASSIGNMENT & TEAM OVERSIGHT
Assign to Multiple Users wizard

Assign to Multiple Users: pick a document, activity type, date, and several assignees to create one tracked activity per user in a single step.

Team Activities view for a team lead

Role-based visibility: a team lead's Team Activities view rolls up the work of everyone who reports to them, while managers get an All Activities view of the whole company.

QUESTIONS

Frequently asked

Does it work with activities from any app?

Yes. It works on the standard Odoo activity, so any record that supports activities — CRM leads, sales orders, invoices, project tasks and more — shows up in the unified dashboard.

How does conflict detection decide there is a clash?

It checks whether the assignee already has another activity due that day and, optionally, whether they attend a calendar event that day. You choose the scope — activities only, calendar only, both, or off — in Settings.

Who can see which activities?

Three roles keep it simple: every user sees their own work, a team lead additionally sees the activities of the users who report to them, and a manager sees everything across the company.

Are these standard Odoo activities?

Yes. Nothing is duplicated — the module extends the native activity, so completing or editing here posts to the source record's chatter and preserves the normal Odoo audit trail.

Get in Touch

Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.

@

Email Us

support@cerevantix.com

We usually reply within one business day.

↗

Visit Our Website

www.cerevantix.com

Explore our apps, services, and portfolio.

MORE FROM CEREVANTIX

Explore our other apps

A growing suite of Odoo apps.

Cerevantix Payment Reminder preview Cerevantix Import Employee Images preview Cerevantix Purchase Discount preview Cerevantix Backdated Inventory preview Cerevantix Sale Delivery by Dates preview Cerevantix Read Only User preview
cerevantix .

Empowering growth through technology.

One operational workspace for every Odoo activity, with conflict-aware scheduling built in.

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Calendar (calendar)
• Discuss (mail)
Lines of code 563
Technical Name cerevantix_activity_management
LicenseOPL-1
Websitehttps://cerevantix.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).

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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