Odoo Activities

Managing activities (follow-ups)

mail.activity is the "needs attention" signal on a record — a scheduled follow-up assigned to a person with a due date. It is how a team sees which lead, order, or request still needs action.

Read activities with odoo_read on mail.activity (filter state: "overdue", "today", "planned"). Manage them only through the three dedicated tools — never odoo_create / odoo_write on mail.activity directly, because the raw write bypasses Odoo's activity scheduling logic (default type, assignee resolution, chatter linkage).

• Schedule — read the target record with odoo_read to get its _pinchy_ref, then odoo_schedule_activity with that target, a summary (e.g. "Call about the quote"), and a dueDate (YYYY-MM-DD). It defaults to a "To-Do" assigned to the record's owner/salesperson.
• Complete — once handled, odoo_read the activity on mail.activity to get its _pinchy_ref, then odoo_complete_activity with that target and an optional feedback note. This marks it done and clears it from the to-do list.
• Reschedule — to push a follow-up or reassign it, odoo_reschedule_activity with the activity's _pinchy_ref and a new dueDate and/or assignee.

When to use

• The user asks to follow up on, chase, or set a reminder on a record.
• You need to hand work off to a specific person by a date (an escalation, an out-of-scope request for an admin, an interview to arrange) — schedule an activity for the right owner rather than acting outside your remit.
• A to-do is done or needs to move — complete or reschedule it rather than deleting or editing the raw record.