Schedule activities for hundreds of records in one click
Select a filtered batch of Sales Orders, Invoices, Leads, or Contacts and schedule the same follow-up activity across all of them in one action — with reusable templates, assignment routing, and a preview before anything is created.
The problem
Odoo's activity system schedules one to-do, call, or reminder at a time. When a sales manager needs a follow-up call on forty open quotations, or an accounts-receivable clerk needs a payment-chase activity on two hundred overdue invoices, the native workflow forces opening every record by hand — slow, error-prone, and effectively impossible at real operational scale.
The solution
Select any filtered batch of records, pick a saved template or set the activity type, deadline, note, and assignment routing once, preview exactly what will happen, and create every activity in a single action — with a clear success/failure summary and a tracked batch you can reschedule, reassign, or cancel afterward.
Everything a bulk follow-up needs
Every capability below is implemented in the module.
Bulk Schedule From Any List
Select records in Sales Orders, Purchase Orders, Invoices/Bills, CRM Leads, or Contacts and schedule one activity across the whole selection in a single action.
No-Code Model Enablement
Administrators turn on bulk scheduling for any activity-bearing model from a simple configuration list — no development required.
Reusable Activity Templates
Save the activity type, deadline offset, assignment routing, and note as a named template, then apply it in one click for recurring workflows.
Smart Assignment Routing
Assign to a specific user, the record's own responsible person, a round-robin pool of users, or a sales team's members — so activities land with the right owner.
Pre-Execution Preview
See exactly how many records and which ones will be affected, with the full activity details, before a single activity is written.
Success/Failure Summary
Activities are created on a best-effort basis: one failing record never blocks the rest, and a clear per-batch summary shows what succeeded, what failed, and why.
Batch Tracking & History
Every bulk run is recorded as a batch, with open and done counts, the full list of created activities, and a chatter audit trail.
Bulk Reschedule & Reassign
Change the deadline or the assignee across every still-open activity in a batch from one dialog, instead of editing records one by one.
Bulk Cancel & Optional Notification
Remove every still-open activity in a batch in one click when a run needs to be undone, and optionally notify assignees when their bulk activities are created.
How it works
Select records
Filter and select the records you want to follow up on, in any enabled list view.
Pick a template or set details
Choose a saved template, or set the activity type, deadline, note, and assignment routing.
Preview & confirm
Review the exact record count and activity details before anything is created.
Track & adjust
Review the batch summary, then bulk reschedule, reassign, or cancel as needed.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Out of the box: Sales Orders, Purchase Orders, Invoices/Bills, CRM Leads/Opportunities, and Contacts. Administrators can enable bulk scheduling on any other activity-bearing model from the Enabled Models configuration list, without writing any code.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Mass Activities Create
Schedule activities across hundreds of records from any list using reusable templates and smart assignment routing — with a pre-execution preview, batch history and bulk reschedule, reassign or cancel.
Buy on Odoo App Store