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Helpdesk Management Activity

helpdesk_mgmt_activity folder_open OCA/helpdesk open_in_new
Uncategorised License: AGPL-3

The module adds the following features:

  • Link a ticket to an Odoo model record
  • Set the list of available models for a Helpdesk team
  • Pre-configure ticket description template based on it's category
  • Create an activity for the linked record right from the Ticket
  • Change the Ticket's stage based on the activity state

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Link a helpdesk ticket to any Odoo record and create an activity on that record directly from the ticket. When the activity is completed, the ticket automatically moves to a chosen stage.

This module connects helpdesk tickets with other Odoo records so support staff can schedule follow-up activities on the source document without leaving the ticket.

  • In Helpdesk settings, an administrator picks which Odoo models can be used as source records.
  • On each helpdesk team, you can enable "Set Activities" and choose a "Done Activity Stage".
  • On a ticket, a new "Activity Config" section lets you select a source record, an activity type, a due date and an assigned user.
  • A "Perform Action" button appears on new tickets of teams that allow activities; it creates the activity on the linked record and moves the ticket to the next stage.
  • The module checks that the team allows activities and that the source record, activity type, due date and assigned user are all filled in before creating anything.
  • When the activity created from a ticket is marked as done, the ticket is automatically moved to the team's "Done Activity Stage".

The module extends helpdesk.ticket, helpdesk.ticket.team, mail.activity and res.config.settings. It adds fields and buttons to the ticket form, the team form, the activity popup and the Helpdesk settings screen.

Depends on

helpdesk_mgmt
Models and fields (4)
  • mail.activity · extends an existing modelticket_id
  • helpdesk.ticket · extends an existing modelres_id (Source Document), res_model (Source Document Model), record_ref (Source Record), is_new_stage, date_deadline (Due Date), next_stage_id, assigned_user_id, can_create_activity, source_activity_type_id
  • res.config.settings · extends an existing modelhelpdesk_available_model_ids (Available Models)
  • helpdesk.ticket.team · extends an existing modelactivity_stage_id (Done Activity Stage), allow_set_activity (Set Activities)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 4 confirmed, 5 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

To Configure Available Odoo Models

  • Go to Helpdesk--\>Configuration--\>Settings
  • In the Available Models field add models available for a Helpdesk

To Configure Ticket's Stage on Activity State**

  • Go to Helpdesk--\>Configuration--\>Teams
  • Create a new team or select an existing record
  • Enable the "Set Activities" checkbox to enable the feature
  • Select the "Done Activity Stage" to move the ticket when the activity is done

Usage

Source · Odoo 19.0

Go to Helpdesk module

  • Select a Team
  • Open a Ticket
  • Create a new Ticket
  • In the "Assign Activity" group
  • Select a related model and record in the Source field
  • Select Activity type and due date
  • Enter the Description
  • Click the "Perform Action" button
  • Ticket will be moved to the next preset state and activity will be created in the related model
  • If an activity is Done, the Ticket moves to the pre-defined stage

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.