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Activities Management-Advance

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Required Apps Discuss (mail)
Community Apps Dependencies sh_activity_base
Technical Name sh_activities_management
License OPL-1
Also available in version 16.0 15.0
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Technical Name sh_activities_management
License OPL-1
Also available in version v 16.0 v 15.0

Introduction

Supercharge your team's productivity and gain unparalleled control over your daily operations with the Advanced Activities Management module for Odoo. This all-encompassing solution goes beyond basic task scheduling by providing a sophisticated suite of tools to manage, monitor, and analyze all activities across your organization. With features like role-based dashboards, recurring activities, and a dedicated portal for external users, this module is designed to streamline workflows, enhance collaboration, and provide a 360-degree view of your team's performance.

Key Features

  • Advanced Activity Dashboard: A comprehensive dashboard with filters for activity types, providing a clear overview of all tasks and their statuses.

  • Recurring Activities: Set up and manage recurring activities to automate routine tasks and ensure consistent follow-up.

  • Role-Based Access Control: Differentiated views and permissions for managers, supervisors, and employees, ensuring that each user has the right level of access.

  • Portal User Access: Allow external users, such as clients or partners, to view and manage their assigned activities through the Odoo portal.

  • Dynamic Action Creation: Create and manage mass activities dynamically for any Odoo model, streamlining your workflow.

  • Multiple Views and Filters: Utilize a wide range of views (list, kanban, calendar, pivot, graph) and advanced filters to manage and analyze your activities.

  • Activity Reminders and Notifications: Set up reminders and notifications to ensure that deadlines are met and tasks are not forgotten.

  • Feedback and Collaboration: Add feedback and comments to completed activities, fostering a culture of continuous improvement and collaboration.

Benefits

  • Holistic Task Management: A single, unified system for managing all your team's activities, from simple to-dos to complex recurring tasks.

  • Improved Productivity and Efficiency: Automate routine tasks, streamline workflows, and provide your team with the tools they need to be more productive.

  • Enhanced Visibility and Transparency: Gain a clear and real-time view of all activities, ensuring that everyone is aligned and accountable.

  • Better Team Collaboration: Foster better communication and collaboration between team members, supervisors, and managers.

  • Increased Customer Engagement: Involve your clients and partners in your workflow with a dedicated portal for activity management.

  • Data-Driven Insights: Leverage powerful reporting and analysis tools to gain valuable insights into your team's performance and make data-driven decisions.

Compatibility & Technical Details

  • Required Modules: Discuss (mail), Activity Management Base (sh_activity_base)

  • License: OPL-1

  • Technical Name: sh_activities_management

  • Installation: To install this module, ensure the "Activity Management Base" module is installed first. Then, add this module's folder to your Odoo addons path, update the app list in developer mode, and click "Install".

Odoo Proprietary License v1.0
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).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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