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.
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.