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Activities Management Basic | All In One Schedule Activities | Activity Dashboard | Advance Schedule Activity | Dynamic Action For Multiple Activities | Activity Management Dashboard | Activities Dashboard

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Required Apps Discuss (mail)
Technical Name sh_activities_management_basic
License OPL-1
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Technical Name sh_activities_management_basic
License OPL-1

Introduction

Unlock a new level of efficiency and organization with the Activities Management Basic module for Odoo. This powerful, all-in-one solution is designed to help you and your team manage and monitor all scheduled activities from a centralized and intuitive dashboard. Whether you are a manager overseeing multiple teams, a supervisor tracking your team's progress, or an employee managing your own tasks, this module provides the tools you need to stay organized, prioritize your work, and ensure that nothing falls through the cracks.

Key Features

  • Centralized Activity Dashboard: Get a complete overview of all activities, including planned, completed, overdue, and today's tasks, with interactive counters and data tables.

  • Role-Based Views: Tailored views for different user roles, allowing managers to see all activities, supervisors to see their team's activities, and employees to see their own.

  • Multiple Views for Better Tracking: Manage your activities in a way that suits your workflow with various views, including list, kanban, calendar, pivot, and graph.

  • Advanced Filtering and Grouping: Easily filter and group activities by status, user, due date, and custom tags for more effective management.

  • Assign to Multiple Users: Assign a single activity to multiple users, ensuring that everyone is on the same page and accountable for their part.

  • Activity Tags: Organize and categorize your activities with custom tags for better filtering and reporting.

  • Direct Document Access: A dedicated "Origin" button allows you to quickly navigate to the source document of any activity.

  • Feedback on Completion: Add feedback or comments when marking an activity as done, providing a clear record of the outcome.

Benefits

  • Enhanced Productivity: Streamline your task management and improve your team's productivity with a centralized and organized system.

  • Improved Visibility and Control: Gain a clear and comprehensive overview of all activities across your organization, from a high-level dashboard to individual task details.

  • Better Collaboration: Foster better teamwork and communication by providing a single source of truth for all scheduled activities and their status.

  • Increased Accountability: Ensure that all team members are aware of their responsibilities and deadlines with clear assignments and notifications.

  • Data-Driven Insights: Use powerful filtering and reporting tools to gain valuable insights into your team's performance and workload.

  • User-Friendly Interface: An intuitive and easy-to-use interface that makes activity management simple and efficient for everyone on your team.

Compatibility & Technical Details

  • Required Modules: Discuss (mail)

  • License: OPL-1

  • Technical Name: sh_activities_management_basic

  • Installation: To install this module, add the module folder to your Odoo addons path. In developer mode, update the app list from the Apps menu and click on the "Install" button.

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