Recurring Activities v.11
The tool to plan and generate recurring activities according to the flexible timetable rules
Each activity recurring rule represents a template where you can define a target document (e.g. partner, opportunity, order, etc), a responsible user, summary, notes, regularity, deadline period
The recurrence of activities is flexibly defined: each Tuesday and Friday, the first day or the second Saturday of the month, every 2 days, etc. Look at the section Activities Recurrence
Activity deadline is set as an activity creation date plus specified period in days (use the field 'Deadline in x Days')
The rules to prepare repeated activities is available from the activities' systray in the header
A recurring activity might be assigned for any Odoo internal user. You can grant responsibles a right to prepare rules for any user or grant a right for a specific user to access own recurring activities. Have a look at the section Security Rules
- By days: generate an activity every day, each 5 days, each 181 days
- By weeks: assign a task on definite week days (e.g. on Mondays and Thursdays) each week or each 2,3,7,... weeks
- By months:
- For the first month day
- For the last month day
- For the exact date, e.g. the 16th
- For a definite weekday, for instance, the first Monday, the last Friday, or the third Tuesday
- By years: on an exact year day, e.g. on the first of September each year
- Any internal user has right to observe own recurring activities
- Users with the right 'Only Own Recurrent Activities' may create, update and unlink recurring activities related to their users
- Users with the right 'All Recurrent Activities' or with the right 'Administration > Access Rights' have full rights for all rules
Scheduled job (cron)
By default Odoo checks repeated activities every day early in the morning. You can change it. To that end go to:
- Settings > Technical > Automation > Scheduled Actions > Recurrent Activities
Installation Tips
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
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