Key Highlights
Centralized Activity Dashboard
Manage all planned, overdue, today, completed, and cancelled activities from a single dashboard with real-time counters and quick navigation.
Advanced Search & Smart Filters
Find activities instantly using advanced filters for users, activity types, priorities, tags, deadlines, supervisors, companies, and activity status.
Priority Management & Mass Actions
Assign priorities, update multiple activities simultaneously, and streamline daily work with powerful bulk actions for improved productivity.
Centralized Activity Management for Maximum Productivity
See all your activities in one place.
Access all activities in one dashboard, monitor planned, completed, and overdue tasks, and quickly filter records using powerful search and date options.
Complete, cancel, or edit activities instantly, and jump directly to the related document using the Origin button for faster workflow management.
The 'Origin' button opens the activity origin source document.
We take 'Marc Demo' as a user. so you can see a dashboard of that.
We take 'Email' as a activity type. so you can see a dashboard of that.
Now we take the date as the custom date.
In "Action" if you click 'Mark as Done' that go to completed activities.
The Activity Feedback wizard opens. Enter your feedback and click the "Done" button to mark the activity as completed.
Click 'View/Edit' to see that activity.
Configuration for Display Dashboard Counter and Data Table.
Here are polished, professional descriptions for your Odoo documentation: Employee – Can view and manage only the activities assigned to themselves. Supervisor – Can view and manage their own activities as well as activities assigned to users under their supervision. Manager – Has full access to view and manage all activities across the entire system.
Advanced Activity Filters & Grouping
Quickly locate the activities you need using powerful filter and grouping options. Filter activities by Today & Future, Overdue, Completed, Cancelled, Archived, or Tags. Group records by Activity Type, Assigned User, Related Document, Deadline, Tag, or Supervisor to organize work efficiently and improve team productivity.
Smart Activity Notifications
Configure automatic activity reminders based on due dates. Send notifications on the due date, before the deadline, or after the deadline to help users stay informed and never miss important activities.
Schedule Activity & Due Notifications
Schedule activities by clicking the Activities button, entering the required details, and selecting Schedule. Assigned users automatically receive due activity notifications based on the configured reminder settings, ensuring timely follow-ups and improved task management.
In the chatter, you can see the created Activity.
Activity Bell Notifications
When a new activity is scheduled, both the assigned user and their supervisor receive an instant bell notification. Click "View All" from the notification panel to access and manage all assigned activities from one place.
The assigned user (Marc Demo) will receive a bell notification.
View activity notifications from the bell icon and use the "Read All" option to mark all notifications as read and clear the notification count.
Multi-User Activity Assignment
Enable Display Multi Users to assign a single activity to multiple users. Each assigned user can view the activity in their My Activities dashboard and access the complete activity history from the related document's chatter, improving collaboration and task visibility.
Recurring Activity Configuration
Create recurring activities by selecting the related document, assigning users, choosing an activity type, and adding a summary and notes. Configure automatic repetition on a daily, weekly, monthly, or yearly schedule to ensure important tasks are never missed.
Mass Activities Dynamic Action
Enable Mass Activities Dynamic Action for users to create reusable activity actions for selected models. Configure the action name, target model, and user groups, then add or remove the action as needed. Users can select multiple records from a list view and apply the configured activity in a single click, making bulk activity scheduling faster and more efficient.
Activity Timer & Time Tracking
Start or stop the activity timer directly from the Form or Kanban view to accurately track working time. The running timer is displayed in real time, while every session is automatically recorded in the Timesheet. Set estimated hours for each activity, and the system automatically calculates the Total Time Spent and Remaining Hours based on tracked time.
Send Activity via WhatsApp
Share activity details instantly by clicking the Send via WhatsApp button. The system opens WhatsApp Web or the WhatsApp mobile application with a pre-filled message containing the activity information, enabling fast communication and seamless collaboration.
Portal Activity Management
Enable Portal Activity Access to allow portal users to create, view, and manage their activities directly from the portal. Activities can be displayed in Kanban or List view, filtered, grouped, and sorted as needed. Users can mark activities as done, submit feedback, or complete an activity and schedule the next one, ensuring seamless task management without accessing the Odoo backend.
Activity Tags & Multi-Company Support
Create and manage Activity Tags for individual companies in a multi-company environment. Assign colors to tags, use them while scheduling activities, and easily search, filter, or group activities by tags. Switch between companies or select multiple companies to view and manage the corresponding activity tags from both the activity list and activity form views.
Manage User Activities
Select a user to view and manage assigned activities from a single dashboard. Schedule new activities, choose an activity type, view detailed information, start or stop the activity timer, and instantly share activity details via WhatsApp. Everything you need to track and manage user activities is available from one place.
For printing images in the report first we have enable 'Show Product image in the report' option in the configuration settings.
Our Services
Support & Customization
We're here to help you with setup, customization & support
🚀 Free Installation Support
One-time free setup on Odoo server with proper configuration.
Third-party or custom development requests may be chargeable.
Odoo Experts | ERP Solutions | Custom Development
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 4840 |
| Technical Name |
inom_advance_activity_management |
| License | LGPL-3 |
| Website | https://inomerp.in |
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