Odoo activities

Odoo activities. 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. But now there are too many activities on already completed tasks. Activities are follow-up tasks tied to a record in an Odoo database. Activities¶ Activities are follow-up tasks tied to a record in an Odoo database. In the CRM, the Next Activities List give us access to all inmediate sale activities. 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. activity model from odoo import models # Get a reference to the mail. odoo. I think this can useful to a lot of people. 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. env['mail. Define rules of which activities, when, and how frequently should be generated. This is an Odoo tool to schedule activities for regular and automatic generation based on templates. I've created a rule to add activities when a task reaches a certain stage, which works perfectly. Activities are follow-up tasks tied to a record in an Odoo database. Odoo's unique value proposition is to be at the same time very easy to use and fully integrated. Schedule activities appear as global in all papers, allowing users/employees to simply manage their many types of activities. The icon used to display activities varies, depending on the activity type: (clock) icon: the default activities icon. Recurrent activity for any existing Odoo object You can filter cancelled activities by the "Cancel Activities" filter. The OCA (Odoo Community Association) has a module in their git that adds the activities to the Boards Menu. Ps. Choose activity types to be included in Odoo reminders. The manager, supervisor & employee can see all activities, planned activities, completed activities or overdue activities. When we log a sale activity in the CRM this one obviously disapear from the Next Activities List. 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. 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. All Odoo activities are combined in a single to-do list. Main Features: Store schedule activities in history when Odoo delete activity when User/Employee Mark it Done. 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. The Activity module in Odoo 16 can be used to track and schedule tasks, meetings, phone calls, and other types of activities. Child activities are sub-activities that are connected to and triggered by the activity above it, which is known as its parent activity. Activities can be scheduled on any database page that contains a chatter thread, Kanban view, list view, or activities view of an application. activity'] # Use the search method to find the activities that need to be marked as done activities = activity_model. 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. In the CRM app, reporting on Activities is straightforward. 🖊️ Use the data from https://demo. Odoo demonstration databases (live previews) Oct 7, 2021 · This video explains 'How to Schedule Activities in Odoo 15'. Unikalną wartością Odoo jest to, że jest jednocześnie bardzo łatwy w użyciu i w pełni zintegrowany. With the app you are sure that all recurring tasks will be planned and assigned for proper users. 2 clicks to start working Scheduling activities¶ You can schedule activities (ex. This process works well, but I would like to know if there's a way to view all my activities from a centralized point. Feb 22, 2023 · Activities in Odoo 16 are powerful features that allow users to manage and organize their tasks and to-do lists. 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. 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). Creating to-dos¶. (check) icon: a “to-do” is scheduled. 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. 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. 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. activity model activity_model = self. We provide solutions based on Odoo, which are official and certified partners. 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. 0 Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale Warning. The entries there are usually short and sweet, leaving vast amount of dead white space on the right hand side of the screen. 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. This is an Odoo tool to combine all user activities in a single to-do queue to process them one-by-one. I do this with leads and not opportunities It is possible to plan repeated activities for any Odoo existing document. 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. You can set pagination in the activity dashboard. search([('state', '=', 'to_do')]) # Update the state of each activity to 'done' activities. This helps to keep users informed of their upcoming activities and ensure that they are on track to meet deadlines. 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. I'm trying to restrict the view for employees of Activities scheduled for their manager. 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. Opencloud has all the legal requirements to distribute the Odoo invoice module in Portugal. ) per project by clicking on the clock icon on a project. All Odoo activities are combined into a single to-do list. 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. 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. *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. 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. So using this module you can create mass activities in a single click. Odoo is a suite of open source Pasting xml where the cancel button is. for ex. 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 don't want to support either of these things. You can make action for mass activities dynamically for any odoo model. Everyone can filter activity by the previous year, previous month, previous week, today, yesterday, tomorrow, weekly, monthly, yearly & custom dates. 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. com to answer these questions. You can make action for mass activities dynamically for any odoo model like sale order, purchase order, contacts, etc. 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. So, for any to which you assign activities manually This app keep history when activities are deleted/done in Odoo. 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. To-do assists you in organizing and managing personal tasks. Thank you. 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. But a sales rep can schedule and log activities on other objects, too; contacts and quotes, for example. 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. (phone) icon: a phone call is scheduled. I want a clear overview of my daily calls and statistics. 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. 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. Add a title to your to-do, then click Add to save it or Edit to access more options. And when it does it will also I am working with Odoo v13 Enterprise. <templates xml:space="preserve"> <t t-name="mail. It is called mail_activity_board and belongs to their OCA/social project on github. Simple recurrence rule configuration. 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. Once an appraisal is sent out two activities are scheduled, one for the employee one for the manager. (envelope) icon: an email is scheduled. com/slides . 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. you need to call 10 customers today so you can easily do that from using this module. It is easy to manage the priorities of your work. Opencloud Software develops software solutions in cloud to help the companies to computerize and improve management processes and daily operations. It lets avoid excess browsing and allow users to fully focus on their tasks. Nov 5, 2021 · This video explains 'Activity creation and scheduling Odoo 15 CRM'. I am cold calling leads, and for each call, I log an activity. 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'. Your activities are available wherever you are in Odoo. 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. Doing so opens a list with already scheduled activities and allows planning new activities by clicking + Schedule an activity. For example, for the partner 'John Brown', the Opportunity 'Quote for 100 chairs', and the order 'SO012-2023'. Call, Meeting, etc. I noticed that an Activity can be scheduled for a User but ANOTHER User can complete it. 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). Import the mail. 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. 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. You can assign activities individually to multiple users. (people) icon: a meeting is scheduled. Activities due today or in the past will show normally. To-do¶. 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. Reason: The reason for this is mainly based around appraisals. Planning activities are the perfect way to keep on track with your work. I believe it wasn't like this in odoo 15. To create a to-do, click New or the plus button ( ) next to a stage name. Video Content: #o. com/slides In this video, learn how to schedule activities in Odoo. Schedule activities directly from business opportunities, and get reminders when the activities need to be performed. It is not. You can assign activities to multiple users. Get reminded of what needs to be done and schedule the next activities to undertake. 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. These activities are related to different apps. 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. dpcadmz yra qxbrdh blvsms oby zfr hxjerr tyu zhhsk cuohi