Odoo activities. 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). In the "Mass Activities Dynamic Action" form view, define the action name and select applies to & group for that action and click "Add Action" to add that action in the selected model. Activities due today or in the past will show normally. You can assign activities individually to multiple users. It lets avoid excess browsing and allow users to fully focus on their tasks. (check) icon: a “to-do” is scheduled. Here is what we need: As a Sales Manager I would like to view all the sales activities my sales team have done AND must do in the future. <templates xml:space="preserve"> <t t-name="mail. Schedule activities directly from business opportunities, and get reminders when the activities need to be performed. It would be good to be able to have an action that will allow the removal of any open activities, so we could keep the Activities clean with things that are actually open, and not have to go manually to everything to close them out In Odoo12 demo, I noticed that activity notifications show up on the home page next to chat notifications. Schedule activities appear as global in all papers, allowing users/employees to simply manage their many types of activities. Activities in Odoo are a kind of template with which we can assign tasks of a certain type to a user of our company and schedule them. Odoo demonstration databases (live previews) Oct 7, 2021 · This video explains 'How to Schedule Activities in Odoo 15'. Once an appraisal is sent out two activities are scheduled, one for the employee one for the manager. Add a title to your to-do, then click Add to save it or Edit to access more options. Activities can be scheduled on any page of the database that contains a chatter thread, kanban view, list view, or activities view of an application. Hello there, I've discovered that scheduled dated in the future aren't showing in the activity menu in the top right in my odoo 16 instance. 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'. you need to call 10 customers today so you can easily do that from using this module. We provide solutions based on Odoo, which are official and certified partners. Video Content: #o. Get reminded of what nee Learn all about Odoo activities: - Creating and Scheduling - Activity types and how to configure them - Chain of activities - Control notifications - Reporti Show Done Activities v 12. com/slides In this video, learn how to schedule activities in Odoo. Main Features: Store schedule activities in history when Odoo delete activity when User/Employee Mark it Done. This helps to keep users informed of their upcoming activities and ensure that they are on track to meet deadlines. Activities are follow-up tasks tied to a record in an Odoo database. I noticed that an Activity can be scheduled for a User but ANOTHER User can complete it. To-do assists you in organizing and managing personal tasks. Opencloud has all the legal requirements to distribute the Odoo invoice module in Portugal. So using this module you can create mass activities in a single click. Define rules of which activities, when, and how frequently should be generated. Your activities are available wherever you are in Odoo. I do this with leads and not opportunities It is possible to plan repeated activities for any Odoo existing document. For example, for the partner 'John Brown', the Opportunity 'Quote for 100 chairs', and the order 'SO012-2023'. Ps. The icon used to display activities varies, depending on the activity type: (clock) icon: the default activities icon. Odoo highly recommends testing the Google calendar synchronization on a test database and a test email address (that is not used for any other purpose) before attempting to sync the desired Google Calendar with the user’s production database. Thank you. Email Gateways See all of your email communications automatically attached to the associated customer order, allowing you to trace back discussions and negotiate more efficiently. As a Sales Rep I would like to view all my done sales activities AND next Child activities¶ There is also the option to add a child activity by clicking Add child activity, located at the bottom of each activity block in the Workflow section of a marketing campaign form. To create a to-do, click New or the plus button ( ) next to a stage name. (envelope) icon: an email is scheduled. Child activities are sub-activities that are connected to and triggered by the activity above it, which is known as its parent activity. I want a clear overview of my daily calls and statistics. All Odoo activities are combined into a single to-do list. In this activity the link to the survey for both Manager & Employee is accessible, meaning an employee can fill out the managers for and set Odoo Proprietary License v1. Odoo is a suite of open source Pasting xml where the cancel button is. We don't want to put these in CRM because we would then have to report something as won or lost but that's not relevant, and also With Odoo 17 and above we now have a checkbox "Keep Done" on each Activity Type to allow Users to decide which completed Activities they would like to see reports. Apr 24, 2020 · In today's blog, we'll take a closer look at activity planning in Odoo and show how Odoo helps us organize our tasks effectively using activity planning. All in one Schedule Activity Management app contains all in one schedule activities features including activity dashboard, dynamic action for multiple activities, done and canceled state for activity, dynamic state changes in activity, multi-user activity, option to see users own activity and supervisor activity and all activities filters. While this does not change how completed Activities are shown in Chatter, it does give you a way to see scheduled and completed activities for reporting purposes. Odoo's unique value proposition is to be at the same time very easy to use and fully integrated. But a sales rep can schedule and log activities on other objects, too; contacts and quotes, for example. I believe it wasn't like this in odoo 15. So, for any to which you assign activities manually This app keep history when activities are deleted/done in Odoo. The OCA (Odoo Community Association) has a module in their git that adds the activities to the Boards Menu. You can make action for mass activities dynamically for any odoo model. You can make action for mass activities dynamically for any odoo model like sale order, purchase order, contacts, etc. Feb 22, 2023 · Activities in Odoo 16 are powerful features that allow users to manage and organize their tasks and to-do lists. In the CRM app, reporting on Activities is straightforward. Simple recurrence rule configuration. 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. I noticed that an Activity can be scheduled for a User but they can CANCEL it, and there is no Chatter record that it was canceled. 0 Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale Warning. 🖊️ Use the data from https://demo. I don't want to support either of these things. odoo. Nov 5, 2021 · This video explains 'Activity creation and scheduling Odoo 15 CRM'. In the CRM, the Next Activities List give us access to all inmediate sale activities. I'm trying to restrict the view for employees of Activities scheduled for their manager. It is easy to manage the priorities of your work. It is called mail_activity_board and belongs to their OCA/social project on github. If I am creating a new app, how can I notify users of such custom activities in my app? How is this done in the Odoo servers-side APIs? And where can I find this in the documentation? Thank you! Hi, I was wondering if there is a way to see all the completed activities for the day. I am cold calling leads, and for each call, I log an activity. We are using Activities to encourage good behavior (have automated the creation of Currently, in odoo, you can create single activity at a time. I've created a rule to add activities when a task reaches a certain stage, which works perfectly. The manager, supervisor & employee can see all activities, planned activities, completed activities or overdue activities. And when it does it will also I am working with Odoo v13 Enterprise. Choose activity types to be included in Odoo reminders. (phone) icon: a phone call is scheduled. activity model activity_model = self. Schedule activities¶ In the "Mass Activities Dynamic Action" form view, define the action name and select applies to & group for that action and click "Add Action" to add that action in the selected model. (people) icon: a meeting is scheduled. A child Odoo to pakiet aplikacji biznesowych typu open source, które zaspokoją wszystkie potrzeby Twojej firmy: CRM, eCommerce, księgowość, inwentaryzacja, punkt sprzedaży, zarządzanie projektami itp. env['mail. This is an Odoo tool to schedule activities for regular and automatic generation based on templates. 2 clicks to start working Scheduling activities¶ You can schedule activities (ex. This is an Odoo tool to combine all user activities in a single to-do queue to process them one-by-one. I think this can useful to a lot of people. activity'] # Use the search method to find the activities that need to be marked as done activities = activity_model. Call, Meeting, etc. To schedule an activity through a chatter thread, click the Activities button, located This is an Odoo tool to schedule activities for regular and automatic generation based on templates. To-do¶. The entries there are usually short and sweet, leaving vast amount of dead white space on the right hand side of the screen. Activities can be scheduled on any database page that contains a chatter thread, Kanban view, list view, or activities view of an application. *Context* We are using the Contracts Management functionality in Odoo 9 for managing our Consulting Services, using the Products set as a "Service" and "invoice based on time and material" and tracking with "create a task and track hours", then assigning a Project as the analytic account on the Sales Order. With the app you are sure that all recurring tasks will be planned and assigned for proper users. Opencloud Software develops software solutions in cloud to help the companies to computerize and improve management processes and daily operations. To that goalб go to the activities' systray and create a new template by defining: a target document, responsible user, frequency, deadline period (creation date plus specified period in days), activity notes Get organized by planning activities¶ Planning activities is the perfect way to keep on track of your work. Activities¶ Activities are follow-up tasks tied to a record in an Odoo database. 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. This process works well, but I would like to know if there's a way to view all my activities from a centralized point. search([('state', '=', 'to_do')]) # Update the state of each activity to 'done' activities. Unikalną wartością Odoo jest to, że jest jednocześnie bardzo łatwy w użyciu i w pełni zintegrowany. It is not. Recurrent activity for any existing Odoo object You can filter cancelled activities by the "Cancel Activities" filter. write Aug 21, 2022 · Activities support use cases like "I need your help / permission" and "I need someone to remember to do this" Odoo is a suite of open source business apps that 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. Sep 20, 2022 · Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www. Utilizing Activities in Odoo CRM allows easy tracking and scheduling follow-up activities for every stage of the pipeline, ensuring that no customer gets forgotten. activity model from odoo import models # Get a reference to the mail. Hi, we are using the CRM Activities report in Enterprise v15 to monitor activities that staff have completed; however, we also record activities at the Contact level, such as relationship meetings with established resellers where there's no particular opportunity. Simple recurrence rule configuration The "Activities" window that appears on the right of every Odoo Input screen takes up almost 40% of the screen width. The Activity module in Odoo 16 can be used to track and schedule tasks, meetings, phone calls, and other types of activities. It will say that I've completed all my activities, which factually isn't wrong and that's why I wonder if this is intended. You can set pagination in the activity dashboard. for ex. Get reminded of what needs to be done and schedule the next activities to undertake. Import the mail. Planning activities are the perfect way to keep on track with your work. Creating to-dos¶. com/slides . com to answer these questions. Everyone can filter activity by the previous year, previous month, previous week, today, yesterday, tomorrow, weekly, monthly, yearly & custom dates. Activities can be scheduled on any page of the database that contains a chatter thread, Kanban view, list view, or activities view of an application. activity_items"> Planned activities Hello, I want to hide cancel button on all activities? I found where it is but i do not have experience with this kind of xml. Reason: The reason for this is mainly based around appraisals. These activities are related to different apps. But now there are too many activities on already completed tasks. In this video, learn how to use Jun 24, 2019 · Learn everything you need to grow your business with Odoo, the best management software to run a company at https://www. ) per project by clicking on the clock icon on a project. Odoo demonstration databases (live previews) 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. Doing so opens a list with already scheduled activities and allows planning new activities by clicking + Schedule an activity. When we log a sale activity in the CRM this one obviously disapear from the Next Activities List. All Odoo activities are combined in a single to-do list. We need to capture consultants time against these auto-created tasks through the activity management security groups User: can see own activities Administrator: can see all user activities Note: if you don't' choose any security groups means standard odoo flow (A user can see all other user activities but, only edit or done own activities). The left window on the other hand is all bunched up and text input fields often wrap or is not fully visible and the window invariably has a scroll bar Activity Notification is an Odoo app that sends notifications to assigned users when activities are created, modified, cancelled, or marked as done. You can "Cancel" & "Mark as done" multiple activities. Activities are follow-up tasks tied to a record in an Odoo database. You can assign activities to multiple users. ewjsukhakblamyfilultijvtiznucpsfhjzryduwfsnudmapiddaed