v 13.0 Third Party 19
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Technical Name recurrent_activities
LicenseSee License tab
Websitehttps://odootools.com/apps/13.0/recurring-activities-395
Also available in version v 11.0 v 12.0
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Technical Name recurrent_activities
LicenseSee License tab
Websitehttps://odootools.com/apps/13.0/recurring-activities-395
Also available in version v 11.0 v 12.0
This is the tool to schedule activities for regular and automatic generation based on templates. With the app you are sure that all recurring tasks will be planned and assigned for proper users.

Recurrent activity for any existing Odoo object

The tool let you define rules what, when, and how frequent activities should be automatically generated. The rules to prepare repeated activities is available from the activities' systray in the header.
Each activity recurring rule represents a template where you can define:
  • Target document: the partner 'John Brown', the Opportunity 'Quote for 100 chairs', the order 'SO012-2019', etc.;
  • Responsible user;
  • Regularity: when and how frequent an activity should be repeated;
  • Deadline period: an activity creation date plus specified period in days (use the field 'Deadline in x Days');
  • Notes.

Plan a recurring activity for any task with any regularity

Recurring activities by week days

Rules for scheduled activities is available from the Systray

Header entry for repeated activities

Have an unlimited number of rules for repeated activities

List of recurrent activities

Configurable recurrence

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.
Be cautious with a month / year exact date: if it didn't exist, a last month day would be applied: 31/09 --> 30/09
It doesn't look fine to send a reminder on Sunday? No problem! Define regularity in a way you like.
  • 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

Repeat an activity each month in a proper day

Schedule activities by months

Recurring activities planned by days

Recurring activities with x-days frequency

Plan regular activities per years

Recurrence with year frequency

Secured activities

A recurring activity might be assigned for any Odoo internal user. You can grant responsible employee a right to prepare rules for any user or grant a right for a specific user to access own recurring activities.
  • 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

Security for scheduled activities' rules

User rights for security activities

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
  1. Restart your Odoo server and update the module

  2. Clean your browser cache (Ctrl + Shift + R) or open Odoo in a private window.

According to the current Odoo Apps Store policies:

  • every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.

  • starting from the version 13.0, every version of the module should be purchased separately.

  • disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

Sorry, but no. We distribute the tools only through the official Odoo apps store

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.

Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects

No, third party apps can not be used on Odoo Online.

Plan a recurring activity for any task with any regularity

Recurring activities by week days

Repeat an activity each month in a proper day

Schedule activities by months

Rules for scheduled activities is available from the Systray

Header entry for repeated activities

Have an unlimited number of rules for repeated activities

List of recurrent activities

Recurring activities planned by days

Recurring activities with x-days frequency

Plan regular activities per years

Recurrence with year frequency

Security for scheduled activities' rules

User rights for security activities

Odoo demonstration databases (live previews)

For this app we might provide a free demo database.

To demand such database: press the button "Live Preview" on the top of this page or copy the link https://odootools.com/my/tickets/newticket?&url_app_id=107&ticket_version=13.0&url_type_id=3

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request we will prepare an individual live preview database, where you would be able to apply any tests and to check assumptions during 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes during 60 days after a purchase, while even after this period we are strongly interested to improve our tools.

To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://odootools.com/my/tickets/newticket?&url_app_id=107&ticket_version=13.0&url_type_id=1

No phone number or credit card are 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: screen shots, Odoo server logs, full description of how to re-produce your problem, and so on. Usually it takes a few business days to prepare a working plan by an issue (if a bug is confirmed) or provide you with guidelines what should be done (otherwise).

Public features request 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 into our to-do list.

Such to-do list is processed on a regular basis and does not assume extra fees. Altough we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://odootools.com/my/tickets/newticket?&url_app_id=107&ticket_version=13.0&url_type_id=5

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team (itlibertas.com) fulfills not only such jobs but it also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012, and might help with any technical or business needs.

To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link https://odootools.com/my/tickets/newticket?&url_app_id=107&ticket_version=13.0&url_type_id=2

No phone number or credit card are required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

Feel free to contact us by any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://odootools.com/my/tickets/newticket?&url_app_id=107&ticket_version=13.0&url_type_id=4

About the team

Odoo Tools (odootools.com) is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

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Any other solutions
by
Daly Babay
on 1/21/20, 5:06 AM

Hi Thanks for the reply is there any other way or app?

Re: Any other solutions
by
Odoo Tools
on 1/21/20, 9:17 AM Author

Hello Daly! No, at this moment we do not have solution for this goal.


Action plan on opportunitites
by
Daly Babay
on 1/20/20, 7:22 PM

Hi I would like to have a set of activities on my new opportunities or and leads example: 0 days from opportunity added in the CRM I would like to : send an email assigned to user ___ Summary: ____ 3 days after: to do assigned to ___ Summary: ____ 6 days after: call assigned to ____ Summary: ____ Can your app do so or do you have an alternative to this?

Re: Action plan on opportunitites
by
Odoo Tools
on 1/21/20, 5:04 AM Author

Hello Daly! Regretfully, the app would not help in that since it assumes recurrent activities for existing documents, not for new ones.