Overview
Odoo's activity wizard assigns an activity to a single user, so teams repeat it for each person. This module adds a multi-user field to the schedule activity wizard and creates one activity per selected user. It works from the chatter of any record. Managers and team leads use it to assign follow-ups quickly.
Usage steps
- 1
Open Schedule Activity
From the chatter of any record click Schedule Activity to open the activity wizard.
- Chatter button
- 2
Assign several users
Select multiple users in the added assign field. It sits beside the usual assigned-to setting.
- assign_multiple_user_ids
- 3
Fill activity details
Set the activity type, summary, due date and note as usual. The same details apply to every user.
- Activity type
- Due date
- Note
- 4
Activities are created
On confirmation the wizard creates one activity per selected user. Each user sees it in their activity list.
- One activity per user
- Notification to each user
Screens
Illustrative mockups with placeholder data.
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Added by this module
Roles
| Role |
|---|
| Any internal user |
Dependencies
Want to know more or try this app? Contact us
We can arrange a demo or a trial and answer your questions about Multi-User Activity Scheduling.