All in one Schedule Activity Management -Advance Feature

All in one Schedule Activity Management Odoo App is used to configure 6 options for users like 1) Manage multi users in activities 2) Activity Supervisor 3) Activity Manager 4) Mass Activity Manager 5) Show All Recurrent Activities and 6) Show Own Recurrent Activities. Users can assign schedule activity to one or more users using different kinds of activities like Email, Call, Meeting etc. Activity Supervisor has access to his/her own and his team activities but Activity Manager has access to his/her own and all activities. Users can use activity dashboard for easy to find out today's activities, late activities, future activities and history of activities using filter activity by model. Users can see schedule activity in reports like bar chart, line chart, pie chart etc. User views schedule activities by list view, kanban view, calendar view etc. Users can also view scheduled activities by filters like activity history, late activities, today activities etc.This odoo app also provides features to view activity history and able to use schedule activities for multiple companies. User can create a mass activities by configure model and groups with option of create an action and remove an action. User can generate recurrent activities by given access of show all/own recurrent activities also they can repeat recurrent activity by Day(s), Week(s), Month(s) and Year(s) option.

Features

1) Manage Multi Users in Activity

User can schedule an activity to one or more users while configured option of manage multi users in activity.

2) Configured Activity Supervisor

User can configured activity supervisor option so they checked assigned users schedule activities.

3) Configured Activity Manager

User can configured activity manager option so they checked all users schedule activities.

4) Activity Management Dashboard

While using activity dashboard user can check today activity, late activity, future activity and activity history with using filter activity by model.

5) Due Activity Notification on Due Date

User can get due activity notification on due date and also select days before due days and days after due days with set days.

6) Due Activity Notification to Notify Create User

Created user can get due activity notification on due date and also select days before due days and days after due days with set days.

7) Schedule Different kind of Activities

User can schedule different kind of activities like email, call, meeting, to do etc.

8) Reports on Schedule Activities

User can see different reports on activities like a bar chart, line chart, pie chart and pivot view etc.

9) Schedule Activities by Different Views

User can use different activity views like a list view, kanban view, calendar view etc.

10) Schedule Activities by Different filters

User can filters schedule activities by activity history, my activity, today activities etc.

11) Mark As Done Activities from Tree View

User have option to 'Mark As Done' activities from tree view.

12) Create Mass Activities

User can create mass activities by configured model and groups.

13) Generate Recurring Activity

User can generate recurring activity in that given user access to show all/own recurring activity.

14) Repeat Recurring Activity

User can repeat recurring activity by Day(s), Week(s), Month(s) and Year(s).


Multi Users in Activity User Access

Users with "Manage multi users in Activity" only can create and schedule activity for multiple users at a time.


Activity Menu

User can see "Activity" main menu as shown image.


Schedule Activity for Multiple User

User can see "Schedule Activity" button on chatter and create and schedule activity or also from all activity menu.


Schedule Activity Wizard

User can select manager and supervisor for activity, user also can assign activity to multiple user, add activity tags, and add description for activity and click "SCHEDULE" button.


Planned Activities in Chatter

User can see planned activity in chatter for multiple users.


Planned Activities for Different User


Activity Management Dashboard


Today Activity on Dashboard


Create Activity

User can directly create an activity from activity management by clicking "CREATE" button on tree view.


Cancel Activity

User can cancel activity by clicking "CANCEL" button on activity form view.


Activity History

Under Activity Management > Activity history menu user can see all activity history.


Create Action for Mass Activity

Users can enter activity name, set model and groups for mass activity and click on 'CREATE ACTION' button for create an action.


Mass Activity for Sale Order Action

User can select multiple record and in Action click on 'Mass Activity for Sale Order' configured action.


Schedule Mass Activity for Sale Order

User can enter activity detail and click on 'SCHEDULE' button.


Created Mass Activity for Sale Order

User can see applied an action for selected record.


Recurrent Activities Menu


Create Recurrent Activity

User can create recurrent activity, In the form enter activity name, select related document with that value, select an activity, assigned to person, summary of activity and note.


Due Activity Notification On Due Date

User can enable "On Due Date" option to get email notification for due activity, User need to enter number of days for "Days After Due Date" and "Days Before Due Date" to get email notification.


Email Notification on Days Before Due Date

User can get email notification on days before activity due date.




Vrajesh Soni May 7, 2024
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