• Activity Management
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  • About Module


    Do you want to show the activities list beautifully? 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 manage activities nicely with odoo? 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 own activity, the user can see only own activity. Everyone can filter activity by the previous year, previous month, previous week, today, yesterday, tomorrow, weekly, monthly, yearly & custom date. You can see activities like all activities, planned activities, completed activities or overdue activities. Manager, Supervisor & Employee have their own dashboard, that provides a beautiful design on the dashboard. Hurray!





    Features


    • 1) You can add feedback/comment on done activity from the dashboard and activity form view.
    • 2) Feedback/Comment possible to see from the activity form view.
    • 3) We have one more button called "Origin" to open the activity origin source document(a record).
    • 4) Done & Schedule Next Feature From Activity Form View.
    • 5) The manager, supervisor & the employee can see all activities, planned activities, completed activities or overdue activities.
    • 6) This module helps the manager to see everyone's activity.
    • 7) The supervisor can see the assigned user activity & own activity.
    • 8) The employee can see only own activity.
    • 9) Everyone can filter activity by the previous year, previous month, previous week, today, yesterday, tomorrow, weekly, monthly, yearly & custom dates.
    • 10) We have provided a separate activity menu to see list view, form view, tree view & search view.
    • 11) No special configuration required, install it, use it.
    • 12) This module saves your important time.
    • 13) It reduces human efforts.

    Versions


    • v13.0
    • v12.0
    • v11.0

    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’.

    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’.

    7) Click on ‘Install’ to install it.

    Workflow


    Employee Activity Workflow


    From topbar, you can also view activity, Employee can see own activity.

    Click "My Activities" in the activity.

    The "My Activities" list view looks like below.

    You can filter activity from "Filters", here we click "Completed Activities" in the top-bar.

    The "Completed Activities" list view looks like below.

    We filter my activities from "Filters".

    "My Activities" list view looks like below.

    We filter late activities from "Filters".

    "Late Activities" list view looks like below.

    We filter today activities from "Filters".

    "Today Activities" list view looks like below.

    We filter future activities from "Filters".

    "Future Activities" list view looks like below.

    You can group by activities using "Group By".

    We group by activities using deadline & month.

    Deadline & month group by looks like below.

    We group by activities using created by.

    Created by activity in the group by looks like below.

    We group by activities using activity type.

    "Activity Type" in the group by looks like below.

    Open the "Activity Dashboard" list view.

    In the "Email" activity we click the "Done & Schedule Next" button here our stage is "overdue".

    After that wizard opens fill details and click "Schedule".

    Open "Email" activity and press button "Mark as Done".

    After that wizard opens you can see detail and completed the date of the activity.

    Here our activity state is "Done".

    The activity dashboard of the employee looks like below. Here we take the date as today.

    Here we take the date as yesterday.

    We take the date as the current week.

    Now we take the date as the previous week.

    Now we take the date as the current month.

    Now we take the date as the previous month.

    we take the date as the current year.

    Now we take the date as the previous year.

    Here click "All Activities" to see that list view.

    "All Activities" list view looks like below.

    Click "Planned Activities" to see that list view.

    "Planned Activities" list view looks like below.

    Click "Overdue Activities" to see that list view.

    "Overdue Activities" list view looks like below.

    "Overdue Activities" list view looks like below.

    "Completed Activities" list view looks like below.

    In "Action" if you click "Mark as Done" that go to completed activities.

    After click "Mark as Done" the list view looks like below.

    Click "View" to see that activity.

    The activity list view looks like below.

    Supervisor Activity Workflow


    From topbar, you can also view activity. Click "Supervisor Activities" in the activity, the supervisor can see own activity & assigned user activity.

    The "Supervisor Activities" list view looks like below.

    Click "My Activities" in the activity.

    The "My Activities" list view looks like below.

    You can filter activity from "Filters", here we click "Completed Activities" in the top-bar.

    The "Completed Activities" list view looks like below.

    We filter my activities from "Filters".

    "My Activities" list view looks like below.

    We filter late activities from "Filters".

    "Late Activities" list view looks like below.

    We filter today activities from "Filters".

    "Today Activities" list view looks like below.

    We filter future activities from "Filters".

    "Future Activities" list view looks like below.

    You can group by activities using "Group By".

    We group by activities using deadline & day.

    Deadline & day group by looks like below.

    We group by activities using created by.

    Created by activity in the group by looks like below.

    We group by activities using activity type.

    "Activity Type" in the group by looks like below.

    Open the "Activity Dashboard" list view.

    In the "Email" activity we click the "Done & Schedule Next" button.

    After that wizard opens fill details and click "Schedule".

    Open "Email" activity and press button "Mark as Done".

    After that wizard opens you can see detail and completed the date of the activity.

    Here our activity state is "Done".

    The activity dashboard of the supervisor looks like below, The supervisor can see own activities & allocate user activities. We take 'Marc Demo" as a supervisor. so you can see a dashboard of that. Here we take the date as today.

    Here we take the date as yesterday.

    We take the date as the current week.

    Now we take the date as the previous week.

    Now we take the date as the current month.

    Now we take the date as the previous month.

    we take the date as the current year.

    Now we take the date as the previous year.

    Now we take the date as the custom date.

    Here click "All Activities" to see that list view.

    "All Activities" list view looks like below.

    Click "Planned Activities" to see that list view.

    "Planned Activities" list view looks like below.

    Click "Completed Activities" to see that list view.

    "Completed Activities" list view looks like below.

    Click "Overdue Activities" to see that list view.

    "Overdue Activities" list view looks like below.

    In "Action" if you click "Mark as Done" that go to completed activities.

    After click "Mark as Done" the list view looks like below.

    Click "View" to see that activity.

    The activity list view looks like below.

    Manager Activity Workflow


    In "Activity Dashboard" select "Activity Manager", The manager can see everyone's activity.

    You can filter activity from "Filters".

    We filter completed activities from "Filters".

    Completed activities list view.

    We filter my activities from "Filters".

    My activities list view.

    You can group by activities using "Group By".

    We group by activities using deadline & day.

    Deadline & Day group by looks like below.

    We group by activities using created by.

    created by activity in the group by looks like below.

    We group by activities using activity type.

    Activity type activity in the group by looks like below.

    Open "Call" activity and press button "Done & Schedule Next".

    After that wizard opens fill details and click "Schedule".

    After pressing the button "Done & Schedule Next" you have to enter feedback/comment.

    Open "Email" activity and press button "Mark as Done".

    After that wizard opens you can see detail and completed the date of the activity.

    From topbar, you can also view activity, we click "Supervisor Activities".

    The "Supervisor Activities" list view looks like below.

    Click "My Activities" in the top-bar.

    The "My Activities" list view looks like below.

    Go to the activity dashboard.

    The activity dashboard of the manager looks like below, The manager can see all activities, planned activities completed activities or overdue activities by custom date.

    We take 'Marc Demo" as a user and supervisor. so you can see a dashboard of that. Here we take the date as today.

    We take 'Marc Demo" as a user and supervisor. so you can see a dashboard of that. Here we take the date as yesterday.

    We take 'Mitchell Admin" as a user and "Marc Demo" as a supervisor. so you can see a dashboard of that. Here we take the date as the current week.

    Now we take the date as the previous week.

    Now we take the date as the current month.

    Now we take the date as the previous month.

    Now we take the date as the current year.

    Now we take the date as the previous year.

    Now we take the date as the custom date.

    Here click "All Activities" to see that list view.

    "All Activities" list view looks like below.

    Click "Planned Activities" to see that list view.

    "Planned Activities" list view looks like below.

    Click "Completed Activities" to see that list view.

    "Completed Activities" list view looks like below.

    Click "Overdue Activities" to see that list view.

    "Overdue Activities" list view looks like below.

    Overdue Activities form view looks like below. here you can see due date, assigned to, supervisor and completed date if done. You can also change the stages of that like "Schedule", "Mark as Done", "Done" & "Schedule Next".

    In "Action" if you click "Mark as Done" that go to completed activities.

    After click "Mark as Done" the list view looks like below.

    Click "View" to see that activity.

    The activity list view looks like below.

    Support

    You will get free support and assistance in case of any issues