Recurring Activities

The tool to plan and generate recurring activities according to the flexible timetable rules

12.0 11.0

€ 44

The tool is compatible with both Odoo Enterprise and Odoo Community

The tool price includes all necessary dependencies

This is the tool to schedule activity templates for regular and automatic generation of activities based on those templates. With the app you are sure that all recurring tasks will be planned and assigned for proper users.

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

Activities Recurrence

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

Security Rules

  • 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

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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

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

In order the widget works correctly, re-start Odoo server. If you faced the error 'Qweb2: Template is not found': restart Odoo server > refresh the page (Ctrl+Shift+R)
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