Activities Management-Basic

About Module


Do you want to show the well-organized structure of activities? Do you want to show completed, uncompleted activities easily to your employees? Do you want to show an activity dashboard to the employee? Do you want to show the scheduled activity to the manager, supervisor & employee? This module helps the manager can see everyone's activity, the supervisor can see the assigned user and their own activity, the user can see only their own activity. You can see activities like all activities, planned activities, completed activities, or overdue activities. Manager, Supervisor & Employee have their own dashboard. Activity notification will help to send a notification before and after the activity due date. You can notify your salesperson/customer before or after the activity is done. Hurray!





Features


  • 1) The manager, supervisor & employee can see all activities, planned activities, completed activities,cancel activities or overdue activities.
  • 2) Easy to use search panel in the list & kanban view.
  • 3) You can edit records from the activity dashboard.
  • 4) You can manage activity tags as per activities.
  • 5) You can filter & group by activities.
  • 6) You can assign activities to multiple users.
  • 7) You can add feedback/comment on done activity from the dashboard and activity form view.
  • 8) We have one more button called "Origin" to open the activity origin source document(a record).
  • 9) Done & Schedule Next Feature From Activity Form View.
  • 10) You can display the counter in the activity dashboard.
  • 11) You can hide/show the data table in the dashboard.

Versions


  • v14.0
  • v13.0
  • v12.0

Installations


1) You will receive the link to download the zip file of the module please download it.

2) Extract the zip file, you will see a folder named ‘sh_activities_management_basic’.

3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.

4) Now, open the odoo as Developer Mode.

5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.

6) In the search bar, search ‘sh_activities_management_basic’.

7) Click on ‘Install’ to install it.