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Why Use This Activity Management Dashboard?
Managing activities across different documents and users in Odoo can become complex and time-consuming. This app solves that problem by providing a centralized, visual, and real-time dashboard to track and control all activities efficiently.1. Complete Visibility of Activities :The dashboard shows all activities in one place, including total, planned, completed, and overdue activities. Users no longer need to open multiple records or menus to understand what work is pending or delayed.2. Visual Insights for Faster DecisionsCharts display activities by type (Call, Email, Meeting, To-Do) and by document model (Leads, Sales Orders, Journal Entries, etc.). These visual insights help managers quickly understand: Which activity types are used most Where delays are happening Which documents generate the most activities4. Time-Saving & User-Friendly : Instead of navigating through multiple Odoo views, users get instant insights from a single dashboard, saving time and reducing operational effort.
Features
Screenshots
Support
Service
Features
Access Rights for User and Manager:
User can access only their own activities and the manager can access all activities.
Manage and control Activities:
Admin can easily manage and control activities.
Advance Filters for Accurate Activities:
like..(All activities, Today Activities, Due Activities, and Planned Activities) date filters, assignee filter and much more.
Easy Track Source Document of activity:
User can view Source document of activity, using button in kanban view and tree view.
Activity Tags and priority:
Manager can create and assign Tags to activity and set priority of activity.
Activity Management Dashboard
Key Benefits Clear visibility of activity status and workload Faster decision-making with visual insights Improved task follow-up and accountability Better prioritization of planned and overdue actions
Screenshot
1) Access Rights for Activity Management:
Users have to set a role of User or Administrator in "Activity".
Navigation : Settings > Users & companies > User
2) Activity Dashboard
The Activity Management Dashboard gives a quick and clear overview of all activities in one place. It displays key metrics such as Total, Completed, Planned, and Overdue Activities using easy-to-read summary cards. Planned and overdue activities are shown in structured tables with detailed information, while interactive charts visualize activities by type (Call, Email, Meeting, To-Do) for faster analysis. The Document Model chart highlights where activities are generated, such as Leads, Sales Orders, or Journal Entries. This dashboard helps users track tasks efficiently, prioritize follow-ups, and improve productivity through real-time insights.
3) Admin Access Activities:
Here is the Tree view of Activities with the Advance Filter option of Activity type, Priority, Assignee, And Document model.
4) User Access of activities:
Here is the activities view for User, the user can see only his own record of activities.
5) Advance Filter option:
Here, Admins filter out email type activities.
6) Tree view extra fields display option:
User can display fields with their choice.
7) Edit activity button:
By clicking the Edit button, the user can edit activity.
8) Popup view for edit activity:
When the user clicks on the Edit button, the popup view raises and the user can edit activity.
9) View Document button:
By clicking the Document button, the user can view the source document of activity.
10) Source Document view of activity:
By clicking on the Document button, this pop-up view of the document form view will open.
11) Other Useful Filter:
Here some more useful filter in activity.(which based on Date, activities and priority).
12) Groups By Record:
The group by option helps to set records in the group of Activity type, Assignee, Deadline, Priority, etc.!
13) Activity Kanban View:
The kanban view of activities with necessary data, which indicates activities with separate colours in states, due date and Deadline.
14) Document Preview button in kanban view:
Here is the preview button for source document of activity, in kanban view.
15) Document Popup View :
Here is the source document previewed in form view.
16) Calendar View of Activities:
Here is the calendar view of activities.
17) Pivot View of Activities:
Here is the Pivot view of activities.
18) Graph View of Activities:
Here is the graph view of activities.
19) Activity Tags:
Here, the manager can create activity tags which will be Assigned in activities.
20) Done Activity Logs:
Here is another view for Done activity logs, which display only done activities.
21) Done Activity Logs Filters:
Here are some useful filters for Done activity.
22) Done Activity Logs Group By:
Here are some useful group by options for Done activities.
User Guide
