Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

How to Filter and Display Planned Activities Linked to Project Tasks in Calendar View on Odoo v17?

Subscribe

Get notified when there's activity on this post

This question has been flagged
projectproject.taskcalendarviewFilters
2367 Views
Avatar
Alessio Riggio

Hello Odoo Community,

I’m currently working with Odoo v17 and I’ve encountered an issue while trying to create a custom filter for project tasks and their related activities in the calendar view. I would like to visualize all planned activities (linked to tasks) with their status in the calendar of the Project module, but I'm facing the following problems:

The Context:

  1. I want to filter and display activities (like meetings, calls, etc.) that are associated with tasks from the Project module.
  2. The main goal is to visualize these activities in the calendar view under the Project module, with their due dates, names, and statuses.
  3. However, Odoo seems to apply the filter at the task level (model project.task), displaying only the task names instead of the activity names created and set for these tasks.

The Problems I Encountered:

  1. Model issue: When applying the filter on the project.task model, I’m getting the task names rather than the names of the planned activities. This filter works fine for showing the tasks, but my goal is to see the activities linked to those tasks (from the mail.activity model).
  2. Missing information: Even though the activities are linked to tasks, the filter doesn’t pull in the activity-related fields like the activity name, deadline, or type of activity. Instead, it keeps displaying the task-related fields.
  3. Calendar view limitation: The current filter setup works in the task view, but it doesn't display the detailed information for each activity in the calendar view—only the task name is shown.

What I Tried:

  • Filter based on project.task: I tried creating a filter using the activity_ids field in the project.task model, which successfully pulled the tasks that have associated activities. However, this only displayed the task names in the calendar, not the actual activity names or due dates.
  • Deadline filter: I also attempted to apply a filter to ensure that only activities with a deadline (date_deadline) would appear, but the calendar still shows the task data instead of the activity data.

My Goal:

I need to create a filter that:

  1. Displays all activities (from mail.activity) related to tasks in the calendar view under the Project module.
  2. Shows the activity name, due date, and status in the calendar instead of just the task information.
  3. Filters by activity statuses like planned, completed, or overdue.

Potential Solution:

After further investigation, it seems the proper way would be to apply a filter directly on the mail.activity model rather than project.task. The goal would be to filter the activities linked to the project.task model through the res_model field.

Here's an example of a filter I tried:

[('res_model', '=', 'project.task'), ('date_deadline', '!=', False)]

While this solution helps isolate the activities linked to project tasks, I still need to correctly visualize these activities in the calendar view. I'm considering adjusting the calendar view for mail.activity to make this work.

Request for Help:

I’m reaching out to the community for guidance on how to best approach this issue. If anyone has successfully managed to display planned activities linked to project tasks in the calendar view, I’d appreciate your advice on:

  1. How to apply a filter that works at the activity level and visualizes the activity name and deadline in the Project calendar.
  2. Whether there’s a way to modify the calendar view to display the activity-related fields rather than the task fields.

Any insights or suggestions would be greatly appreciated!

Thank you in advance!

0
Avatar
Discard
Ray Carnes (ray)

It is great that you added such useful details to your question. Please consider updating the title of your post from "Personalized filters" to a question that offers an overview of what you ask as we get almost 1,000 posts a month and not everyone will open a post to find out what your question is.

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
Conditionally hide columns in Task Tree View based on project title
project project.task
Avatar
Avatar
1
Oct 20
3467
How change Calendar View in Project for task.
project calendar project.task calendarview odoo8
Avatar
Avatar
Avatar
Avatar
4
Jan 19
10305
Endless title in Project module
project project.task
Avatar
Avatar
3
Nov 17
4572
Make task sequence unchangeable in Kanban Solved
project project.task
Avatar
Avatar
2
Apr 16
6729
Automate a workflow
project crm project.task
Avatar
Avatar
Avatar
2
Aug 23
4383
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now