This module allows to define activity plans linked to any document type that allows to plan activities, and later launch them from the documents.
auto_awesome What this module does
AI-generated from the code · Odoo 16.0Create reusable activity plans for any document type and launch them from records to schedule several activities at once.
This module lets you define activity plans: templates that group several activities to be scheduled together on records of a chosen document type.
- Configure plans under the technical menu Activity Plans: give a name, pick the document type (model), optionally restrict the plan to certain user groups, and add the activities it contains.
- Each plan line defines an activity type, a summary, and who is assigned. The assignee can be a fixed user or an expression evaluated on the record (for example the record's responsible user).
- On any form or list of a document type that has plans, a "Launch Activity Plan" option appears in the action menu. It opens a wizard where you choose the plan and review the details (record, activity type, due date, summary, assigned user) before clicking "Create activities".
- Due dates are computed from the activity type's delay, and activities are created for the selected records, even for other users.
- Plans and their activity lines are company-specific, with multi-company rules, and only users in the plan's groups see it.
It touches mail.activity.plan, mail.activity.plan.activity.type, mail.activity, mail.activity.type, and the wizard models.
Depends on
Menus it adds
Models and fields (4)
- mail.activity.plan · new modelname, model (Model name), active, model_id, sequence, group_ids (Groups), company_id (Company), plan_activity_type_ids (Activities)
- wizard.mail.activity.plan · new modelres_model, detail_ids (Details), activity_plan_id (Activity Plan), allowed_activity_plans
- mail.activity.plan.activity.type · new modelmodel, summary, user_id (Assigned to), company_id (Company), user_expression (Assigned to expression), activity_type_id (Activity Type)
- wizard.mail.activity.plan.detail · new modelsummary, user_id (Assigned to), parent_id (Parent), record_ref (Record), date_deadline (Due Date), activity_type_id (Activity type)
Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/social.
terminal Installation and usage
OCA documentation · Odoo 16.0Configuration
Source · Odoo 16.0Go to Settings > Technical > Discuss > Activity Plans and create the ones you need linked to a model (Contact for example).
Usage
Source · Odoo 16.0To use this module, you need to:
- Go to a partner.
- Click on the 'Launch Activity Plan' button.
- Choose a plan.
- The "Details" tab will be displayed with a summary of the activities to be created.
- Click on the 'Create activities' button.
- Activities have been created in partner.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.