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Odoo activity view app
Odoo activity view app. lead) Domain -If there are specific stages you wish to specify or exclude. Done & Schedule Next Feature From Activity Form View. Open the Project app and click Create to start a new project. manatec. In Odoo there is a functionality to plan an activity like a call, email or a meeting that is attached to particular record (like a task inside a project or a opportunity in CRM). Lines of code: The recurring activity form view, Select the related In the CRM app, reporting on Activities is straightforward. You can hide/show the data table in the dashboard. It will still be available even when disabling the developer mode. Activities reminders can run using a cron job. by clicking on the arrow button of any particular record you will be redirected to that record and you can gain a detailed idea of what changes were made Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. Most applications in Odoo have an Activity view available. Introduction. Everyone can filter activity by the previous year, previous month, previous week, today, yesterday, tomorrow, weekly, monthly, yearly & custom dates. by clicking on the arrow button of any particular record you will be redirected to that record and you can gain a detailed idea of what changes were made This app creates one scheduled activity automatically when creating a project task in Odoo. Enter a Name for your project and click Create Project. The Activity module in Odoo 16 can be used to track and schedule tasks, meetings, phone calls, and other types of activities. 1' need to make the mentioned Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. 1. Possible children of the view element are: field. Configuration¶. Easily tackle pending activities, plan new ones, and identify any existing roadblocks. Various kinds of Charts are provided for better understanding. Users can also view scheduled activities by filters like activity history, late activities, today activities etc. 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). com/apps/modules/14. You can customize your existing projects from the dashboard by clicking the drop-down toggle button (⋮) on your project’s card. Odoo's unique value proposition is to be at the same time very easy to use and fully integrated. Apart from Odoo Woocommerce Connector, we do have other ecommerce solutions or applications such as Magento connector, Shopify connector, and also we have solutions for Marketplace Integration such as Odoo Amazon connector, Odoo eBay Connector The best Odoo Dashboard for Activity Management. Created schedule activity will be visible on chatter on task form and also appear on schedule activity menu. The user login activity tracker app provides real-time status updates on user presence, along with detailed logs of login and logout times, system usage durations, and convenient filters for online/offline status and user-wise grouping. This odoo app also provides features to view activity history and able As you know when activity is done then Odoo delete that activity from database so it won't appear but our app keep history of that deleted/done activity in new history table. Click on Button from List then Redirect Particular Record . But a sales rep can schedule and log activities on other objects, too; contacts and quotes, for example. no other user can do any changes in that activity. We can view them for example in calendar or in Odoo13 in scheduler view. User views schedule activities by list view, kanban view, calendar view etc. You can set an activity reminder/notification for different activities. if you can provide this along with Done or completed state I can make a purchase immediately. 0. Activity Base. There is no state defined for 'Cancelled' activity if a user is cancelled an activity. To create the activity: Select an Activity Type. To open the activity view, click the (clock) icon. Main Features: Dashboard menu for Schedule Activities for Employees and Managers. The activity view is one of the useful views that support Odoo and allows the user to manage all business operations. By going to Documents ‣ Configuration ‣ Settings, you can enable the centralization of files attached to a specific area of your activity. de. After install this app. You can display the counter in the activity dashboard. odoo. Viewing schedule activities by different Odoo Proprietary License v1. We get information about activities related to our records in this view, so users can easily identify the scheduled activities. Add a brief Summary if needed. You can schedule activities like email, call, meeting, order upsell, to do, upload document & exception. This app is extension of schedule activity of odoo which allow to show all schedule activities to activity manager, my team schedule activities to supervisor and my schedule activities to employee or user. You can send activity reminders at any date and time. Go to Setting --> Technical --> System Parameters and change "activity_session_timeout_key" parameter to apply new sisson timeour for internal user. Main Features: App will create one scheduled activity when you create a project task in the Odoo Project module. Odoo Woocommerce Connector helps you automate your vital business processes at Odoo by enabling bi-directional data exchange between WooCommerce & Odoo. But when we mark an action as done it disappears from that views. Users can see schedule activity in reports like bar chart, line chart, pie chart etc. Easy to notify persons for activity before the due date so that they can be aware of that activity. Aug 21, 2022 · Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. How does one create a consolidated Activity report to answer the basic managerial question: what are all the things my sales staff have done this week? This question is marked as 'Resolved'. This app allows you to view scheduled activities in Dashboard and provides Dashboard for Schedule Activity. In date filter you can also filter by applying specific date range. Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce Central Activity View by manaTec GmbH https://www. Simplified process to edit an existing activity, or complete an activity without having to navigate to the document You can set an activity reminder/notification for different activities. This odoo app also provides features to view activity history and is Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. You can add feedback/comment on done activity from the dashboard and activity form view. Easy to notify persons for activity so they can be aware of that activity. List features: 1. You can send activity reminders by email or popup. Odoo is a suite of open source business apps that cover all Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. Tons of filters and group by in search view for managing and filtering activities to help quickly find the right activity to work on. If the field is simply displayed in the activity view, it does not need to be pre-declared. Activity management provides an efficient way to manage and assign activities across the team to ensure harmony. The manager, supervisor & employee can see all activities, planned activities, completed activities or overdue activities. The activity view is used to show an overview of all activities on a model. Users have options like managing multiple users in activities, activity supervision, activity management, mass activity management, displaying all recurrent activities, and displaying their recurrent activities. Module Link:https://apps. Application for Extending Feature of Activity Schedules by Odoo Manage Activities Schedule with Odoo Application by Users and Managers. We have one more button called "Origin" to open the activity origin source document(a record). . Viewing schedule activities by different Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. You can view activity, view document of activity and mark activity as done from the dashboard. Best Answer. only assignee user or asisgner can cancell an activity. Is it possible to show a task in Calendar app or only in calendar view of tasks? In other words are there two distinct calendars: one for the 'Calendar' app and the other one for Project --> Tasks --> Calendar view? Odoo Proprietary License v1. Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. After selecting the recent log action, you will be displayed with number of records and you can easily choose from the list for which record you want to get a detailed information. For more details about depends Configuration¶. This amazing dashboard comes with an awesome design and various color combination, allows users to track activities with the presence of highly useful filters and possibility to download Odoo Dashboard. You can filter activities by User, Activity Type and Date. Yes, the app works Dashboard for Schedule Activity Management by Users and Managers in Odoo Schedule Activity Management Extension. Schedule Activity Management Extension Odoo Schedule Activity Management by Users and Managers. Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce Dashboard for Schedule Activity Management by Users and Managers in Odoo Schedule Activity Management Extension. by clicking on the arrow button of any particular record you will be redirected to that record and you can gain a detailed idea of what changes were made I try to add schedule activity in form view. The activities will be shown in a table like view where every row is a record and column is the activity type of the activity. Able to edit session timeout. Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. Default session timeout is 5 minutes. Why User Login Activity Tracker ? You will not need for monitoring user status and login times. act_window action pointing to the Activities view. Feb 22, 2023 · Activities in Odoo 16 are powerful features that allow users to manage and organize their tasks and to-do lists. declares fields to use in activity logic. Odoo Apps Dependencies: Discuss (mail) Community Apps Dependencies: Show. We have provided a separate activity menu to see list view, form view, tree view & search view. Possible Aug 21, 2024 · Odoo Proprietary License v1. Activity view. 0/rt_activity_mgmt/Activity management is used to administer the activities assigned to employees in an org Development Book V17: Activity view. For example, by ticking Human Resources, your HR documents are automatically available in the HR workspace, while documents related to Payroll are automatically available in the Payroll sub-workspace. you can refer done activity 'mail_activity_done-16. You can make this available to all users by simply creating a new menu where it is appropriate for you. Choose who the activity should be Assigned to. Create new: Model - Lead/Opportunity Trigger - On Update Trigger Fields - Stage(crm. It is only shown inside chatter below particular record as a note and that’s Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc. You then create a ir. If you don't view this menu, you would have to install from Apps 'Automated Action Rules' module. From the dashboard, view activities, mark them as done, edit, or open their origin. But when I click MARK AS DONE or DONE & SCHEDULE NEXT button, displayed in chatter. Central Activity View by manaTec GmbH https://www. If available, a (clock) icon is visible in the top-right corner of the main menu bar, amongst the other view option icons. View, Mark done, Edit & Origin Activity from Dashboard. 1. You can add a more elaborate description in the Log a note box. But , when I click SCHEDULE button in mail activity wizard form, not displayed in chatter. Select a Due date. It is not. The root element of the Activity view is <activity>, it accepts the following attributes: string (mandatory) A title, which should describe the view. Prioritize your day and work the way you work then track them through views like list, kanban, calendar, pivot, graph and dashboards. like done or cancell. To schedule an activity on a to-do, click the clock button on the app dashboard, then the + Schedule an activity button. This app is an extension of the schedule activity of Odoo standard, which allows displaying all schedule activities to the activity manager, team schedule activities to the supervisor, and my schedule activities to employees or users. The Advance Schedule Activity Management Odoo App is designed to streamline and optimize activity scheduling in Odoo. Easy to manage different kinds of activities. Set tags on an activity Ideal for managing many activities. by clicking on the arrow button of any particular record you will be redirected to that record and you can gain a detailed idea of what changes were made Odoo Proprietary License v1. Employee/User can view deleted/done history own records from menu while schedule activity manager can see all history records for done/deleted activities. Action to do - Create Next Activity Users can see schedule activity in reports like bar chart, line chart, pie chart etc. actions.
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