Schedule Activity to Multiple Users

Odoo normally lets you assign a scheduled activity to one user at a time. This module extends the Schedule Activity dialog with a field for several assignees so a single action creates the activity for each of them. Team leaders and managers use it from the chatter of any record. It plugs into the Discuss and mail activity system, so it works in every app that shows the chatter. The benefit is less repetition when the same follow-up is needed from several people.

1. 1

   Open the schedule activity dialog

   On any record with a chatter the user clicks the Activities button and then Schedule Activity. The standard mail.activity.schedule wizard opens with the added multi-user field. Nothing changes for users who do not need it.

   • Chatter > Activities
   • Schedule Activity dialog
   • Extra multi-user field
2. 2

   Pick the assignees

   In the assign multiple users field the user adds as many users as needed. The activity type, summary, due date and note are filled once. These values are shared by all created activities.

   • Many2many users field
   • Type, summary, due date once
   • Shared note
3. 3

   Create one activity per user

   On confirming, the wizard creates a separate activity for each selected user on the same record. Each user gets their own entry in the activity list and their own reminder. Completing one does not close the others.

   • Separate activity per user
   • Own reminder for each
   • Independent completion
4. 4

   Follow up from the chatter

   The created activities appear in the record chatter and in each assignee's Activities menu. Managers can see who has not yet completed the task. Marking done works exactly as in standard Odoo.

   • Visible in chatter
   • Visible in each user's list
   • Mark done as standard

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