+ Manage all the scheduled activities. +
++ Set Schedule management users .
++ This module helps to handle all the activities. +
++ "In the settings menu, under 'User,' you'll find the option 'Schedule Management User.' Enabling it grants the user the role of schedule manager, allowing them to view and manage all activities". +
++ If the user is a schedule manager, they can view and access the activity management module. +
++ On clicking the button "Activities", a popup appears where we can create and schedule activities. +
++ Created activities visible on the corresponding record. +
++ "Activity dashboard displays count of the total activities.". +
++ All activity list.While clicking on the dashboard all activity card it will redirect to all activity window. +
++ Activity dashboard displays count of the planned activities. +
++ While clicking on the dashboard planned activity card it will redirect to planned activity window. +
++ Planned activity and their details. +
++ Filter for next 7 days, next 30 days, next 365 days, last 7 days, last 30 days and last 365 days. +
++ We can cancel the activity. +
++ From the settings enable Notify on due date , once the due date is reached, the customer will receive an email. +
++ From the settings enable Notify on expiry, once the due date is expired, the customer will receive an email. +
++ Manage all the activities.
++ Available in Odoo 18.0 Community and Enterprise. +
++ In the settings menu, under the 'User' section, you will find the option 'Schedule Management User.' Enabling this option grants the user the role of schedule manager, allowing them to view and manage all activities across the system. +
++ Yes, you can use the Late Activities filter to view all activities that are past their due date. This helps in identifying tasks that require immediate attention. +
++
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+
Planned Activities | +No Data Available | +||||
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Name | +Activity Type | +Assigned to | +Dead Line Date | +View | +Origin | +
+ |
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+
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+
+ |
+ + + | ++ + | +
Today's Activities | +No Data Available | +||||
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Name | +Activity Type | +Assigned to | +Dead Line Date | +View | +Origin | +
+ |
+
+ |
+
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+
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+ + + | ++ + | + +
Completed Activities | +No Data Available | +|||
---|---|---|---|---|
Name | +Activity Type | +Assigned to | +Dead Line Date | +View | +
+ |
+
+ |
+
+ |
+
+ |
+ + + | + +
Overdue Activities | +No Data Available | +|||
---|---|---|---|---|
Name | +Activity Type | +Assigned to | +Dead Line Date | +View | +
+ |
+
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+ + + | + +