Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
Discuss (mail)
|
Lines of code | 630 |
Technical Name |
eg_activity_management |
License | OPL-1 |
Website | https://www.inkerp.com/ |
Versions | 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
Discuss (mail)
|
Lines of code | 630 |
Technical Name |
eg_activity_management |
License | OPL-1 |
Website | https://www.inkerp.com/ |
Versions | 16.0 17.0 18.0 |



Activity Management
The Activity Management app enhances activity tracking by offering detailed insights, role-based access, and customizable filters for better organization and control.
Highlight Activity Management
Manager and User level Access rights for Activities
Multiple views with useful data for activities
Helpful filters for user and manager
Activity Monitoring in graph, kanban, pivot, tree, form view

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.
Screenshot

1) Access Rights for Activity Management:
Users have to set a role of User or Administrator in "Activity".
Navigation : Settings → Users & companies → User

2) Activities:
Here is the Tree view of Activities with the Advance Filter option of Activity type, Priority, Assignee, And Document model.
Here, the admin can see all activities.
Navigation : Activities → Activities

3) User Interface of activities:
Here is the activities view for User, the user can see only his own record of activities.
Navigation : Activities → Activities

4) Advance Filter option:
Here, Admins filter out email type activities.

5) Tree view extra fields display option:
User can display fields with their choice.
Navigation : Activities → Activities

6) Edit activity button:
By clicking the Edit button, the user can edit activity.
Navigation : Activities → Activities

7) Popup view for edit activity:
When the user clicks on the Edit button, the popup view raises and the user can edit activity.
Navigation : Activities → Activities

8) View Document button:
By clicking the Document button, the user can view the source document of activity.

9) Source Document view of activity:
By clicking on the Document button, this pop-up view of the document form view will open.

10) Other Useful Filter:
Here some more useful filter in activity.(which based on Date, activities and priority).
Navigation : Activities → Activities → Filters

11) Groups By Record:
The group by option helps to set records in the group of Activity type, Assignee, Deadline, Priority, etc.!
Navigation : Activities → Activities → Group By

12) Activity Kanban View:
The kanban view of activities with necessary data, which indicates activities with separate colours in states, due date and Deadline.
Navigation : Activities → Activities → kanban view

13) Document Preview button in kanban view:
Here is the preview button for source document of activity, in kanban view.

14) Document Preview button in kanban view:
Here is the source document previewed in form view.

15) Calendar View of Activities:
Here is the calendar view of activities.
Navigation : Activities → Activities → Calendar view

16) Pivot View of Activities:
Here is the Pivot view of activities.
Navigation : Activities → Activities → Pivot view

17) Graph View of Activities:
Here is the graph view of activities.
Navigation : Activities → Activities → Graph View

18) Activity Tags:
Here, the manager can create activity tags which will be Assigned in activities.
Navigation : Activities → Activities → Activity Tags

19) Done Activity Logs:
Here is another view for Done activity logs, which display only done activities.
Navigation : Activities → Done Activity Logs

20) Done Activity Logs Filters:
Here are some useful filters for Done activity.
Navigation : Activities → Done Activity → Filters

21) Done Activity Logs Group By:
Here are some useful group by options for Done activities.
Navigation : Activities → Done Activity → Group By

User Guide
Suggested Products
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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