| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Lines of code | 3488 |
| Technical Name |
activity_control_automation |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
Activity Control & Automation
Advanced activity management and automation for Odoo. Includes reminders, overdue notifications, escalation, time tracking, recurring activities, dashboards, and access control.
Comprehensive Capabilities
Required Feedback
Ensure data integrity by forcing users to provide a feedback comment before they can mark an activity as done.
Email Reminders
Configure automated email notifications to be sent a specific number of days before a task is due, or after it becomes overdue.
Follower Notifications
Notify followers instantly when activities are marked as Done or Canceled, if enabled in settings.
Activity Timer
Accurately track time spent on tasks using a native Start/Stop timer built directly into the activity form and chatter.
Recurring Activities
Form to configure recurring activity rules (Daily, Weekly, Monthly, Yearly).
Dashboard Filters
Interactive dashboard featuring timeline filters for Today, Overdue, Yesterday, Future, and Done.
Priority Indicators
Dashboard cards show activity counts, using "High" tags to highlight overdue or today's activities.
Portal Management
Allow external portal users to manage their assigned activities, edit details, and use the built-in timer.
Multi-User Assignment
Assign activities to multiple users at the same time.
Dependency Linking
Link dependent activities to enforce completion order.
Bulk Completion
Wizard to bulk update or complete activities with validation.
Completion Notification
Send editable email or chatter notifications upon activity completion.
Access Control
Restrict edit and completion permissions to assigned users.
Change Tracking
Log automatic user reassignments in Chatter.
How It Works
Configure Settings
Enable specific features like mandatory feedback or email reminders in the configuration menu.
Define Rules
Set up recurrence patterns for repeating tasks or define dependency chains for ordered workflows.
Assign Activities
Use the mass assignment wizard to distribute critical tasks to multiple users simultaneously.
Monitor Progress
Track overdue, pending, and future activities directly from the interactive dashboard.
Usage Examples
Time Tracking
Click 'Start' on an activity to begin tracking time, then 'Stop' to log the duration automatically.
Bulk Completion
Select multiple activities in the list view and click 'Mark Done' to complete them all at once.
Mandatory Feedback
Try to complete a 'Call' activity type; the system prompts for a summary before closing.
Follower Alerts
Complete a critical task; followers immediately receive an email notification with the details.
Interface Preview
Required Feedback Comment on Completion
Ensure data integrity by forcing users to provide a feedback comment before they can mark an activity as done. You can enable this globally or define specific Allowed Activity Types that require mandatory comments.
Due and Overdue Email Reminders
Notify followers instantly when activities are marked as Done or Canceled, if enabled in settings.
Notify Followers When State Changes
Notify followers instantly when activities are marked as Done or Canceled, if enabled in settings.
Activity Timer (Start / Stop)
Accurately track time spent on tasks using a native Start/Stop timer built directly into the activity form and conveniently accessible from the Chatter area for quick time logging.
Automated Recurring Activities
Form to configure recurring activity rules (Daily, Weekly, Monthly, Yearly).
Dashboard & Timeline Filters
An interactive dashboard featuring timeline filters for Today, Overdue, Yesterday, Future, and Done, with editing and completion limited to active activities.
Dashboard Card Views with High-Priority Indicators
Dashboard cards show activity counts, using "High" tags to highlight overdue, today, or tomorrow activities and prioritize them at the top of the table.
Manage All Activities in One Portal
Allow external portal users to manage their assigned activities, edit details, and use the built-in timer, with easy filtering and grouping by User, Model, and Activity Type for better organization.
Activity Assignment for Multiple Users
Assign activities to multiple users at the same time.
Linked Activity Dependencies
Link dependent activities to enforce completion order, ensuring an activity cannot be marked as Done until all linked activities are completed.
Bulk Activity Completion
The bulk action opens a wizard that validates dependencies and feedback requirements, allows reassignment of users and due dates, and provides options to update activities or mark them as Done.
Completed Activity Email Notification
When an activity is marked as Done, a confirmation wizard prompts whether to send an email or Chatter notification. Once confirmed, an editable email template opens, allowing users to review, customize, and send the notification before finalizing the activity completion.
Restrict Edit and Completion Permissions
Restrict activity deletion to managers only and limit editing permissions to assigned users.
Chatter Tracking
Automatic user reassignments are logged in Chatter.
Other Key Benefits
-
Stored Activity Completion Date
Automatically capture the exact timestamp when an activity is finished.
-
Activity Forwarding
Automatically escalate activities to parent users if they are not completed within the configured durations.
-
Smart Search & Organization
Quickly search dashboard records using the integrated header search and apply advanced Filters and Group By options in the Portal view.
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Atharva System
Delivering high-quality Odoo solutions and productivity tools.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Employees (hr) |
| Lines of code | 3488 |
| Technical Name |
activity_control_automation |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
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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