• Schedule Activity for Multi Users
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  • About Module


    Schedule activity is the perfect way to get a reminder of what needs to be done. This module helps you to manage different kinds of activities in one place. You can assign multiple users to the same activity at the same time. You can schedule activities like email, call, meeting, order upsell, to do, upload document & exception. You can schedule an activity with due date and time. This module shows all scheduled activities & assigns user names to the admin. Users can see their own scheduled activity after the log-in in Odoo. All the assigned users will be notified of the activity on that quotation when they Log-in. You can see scheduled activity in the List view & Kanban view.





    Features


    • 1) You can schedule activities like email, call, meeting, order upsell, to do, upload document & exception.
    • 2) You can assign multiple users to the same activity at the same time.
    • 3) Users can see their own scheduled activity after the log-in in Odoo.
    • 4) The admin can see all scheduled activities & assigns user names.
    • 5) You can schedule an activity with due date and time.
    • 6) You can manage different kinds of activities in one place.
    • 7) You can see scheduled activity in the List view & Kanban view.
    • 8) No special configuration required just install it and cheers!
    • 9) This module saves your important time.
    • 10) 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_schedule_activity_multi_users_app’.

    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_schedule_activity_multi_users_app’.

    7) Click on ‘Install’ to install it.

    Workflow


    Go to quotations and click "Schedule activity".

    Select activity type, due date, assigned to & multi-users. After that write summary and activity description & press the "Schedule" button.

    Planned activities in chatter look like this.

    The activities list view looks like below, you can see here all scheduled activity.

    The activity form view of the admin looks like below, admin can see all assign user names.

    The activity form view of the assigned user looks like below.

    Support

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