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By: Anjhana AK

Overview of Basic Views in Odoo 19

Technical Odoo 19 Views

Odoo 19 is a powerful and versatile ERP system that helps businesses manage everything from sales and projects to inventory and customer relationships. But all that data would be hard to use without views. In Odoo, views are how you see, organize, and interact with your data. While business objects like customers, products, or invoices are stored in models, views make these records visible, understandable, and actionable.

Defined in XML, views control how records appear on the screen and how users interact with them. Odoo 19 offers many view types: form, list, kanban, calendar, pivot, Gantt, search, activity, dashboards, and more, each designed for different tasks. Choosing the right view can save time, reduce errors, and make workflows smoother.

Let’s explore the most commonly used views in Odoo 19 and see how they can help your business.

Form View

The Form view displays detailed information about a single record. It organizes fields, sections, and tabs in a structured layout, making it easy to view, edit, or create a record.

Use Cases: Entering a new customer profile, updating product details, reviewing invoices.

Key Features:

  • Structured layout with sections, tabs, and related records
  • Attach files and add notes directly to the record
  • Integrated activities for tasks, calls, or meetings
  • Quick editing of multiple fields at once
  • Ideal for detailed record management

Tree / List View

The Tree (or List) view displays multiple records in a table format, providing an easy overview and supporting bulk actions.

Use Cases: Managing product catalogs, order histories, task lists.

Key Features:

  • Compare multiple records side by side
  • Supports sorting, grouping, and filtering
  • Allows mass updates or deletions
  • Quick overview of large datasets

Kanban View

The Kanban view represents records as cards, often organized by status or stage, making workflows visual and intuitive.

Use Cases: Project management, sales pipelines, recruitment processes.

Key Features:

  • Drag-and-drop cards to update status
  • Visual progress tracking at a glance
  • Quickly identify bottlenecks
  • Ideal for workflow management

Calendar View

The Calendar view organizes records by dates, providing a visual schedule of activities, appointments, or project timelines.

Use Cases: Scheduling tasks, meetings, or project milestones.

Key Features:

  • Daily, weekly, or monthly views
  • Easy rescheduling of tasks and events
  • Clear overview of deadlines
  • Simplifies planning and resource management

Pivot View

The Pivot view summarizes large datasets into a structured table with totals, averages, counts, and other aggregations.

Use Cases: Sales reports, financial analysis, inventory tracking.

Key Features:

  • Flexible grouping and filtering
  • Quick insights without spreadsheets
  • Aggregate and compare data easily
  • Ideal for analyzing large datasets

Gantt View

The Gantt view shows tasks or projects along a timeline, highlighting dependencies, deadlines, and progress.

Use Cases: Project management, production planning, workflow tracking.

Key Features:

  • Visualize deadlines and task progress
  • Manage task dependencies effectively
  • Allocate resources efficiently
  • Keep projects on schedule

Search / Filter View

The Search view helps users quickly locate records using filters, grouping, or keyword searches.

Use Cases: Finding specific records in large datasets.

Key Features:

  • Speeds up data retrieval
  • Custom filters for frequently used queries
  • Reduces scrolling through lists
  • Helps find records instantly

Dashboard / QWeb Views

Dashboards provide visual summaries of key metrics using charts, graphs, and tables. QWeb templates power dashboards, reports, and web pages.

Use Cases: Business analytics, KPI tracking, executive reporting.

Key Features:

  • Real-time insights into business data
  • Customizable KPIs
  • Makes complex data visually digestible
  • Supports quick decision-making

Cohort View

The Cohort view tracks groups of records over time, helping analyze trends, retention, or customer behavior.

Use Cases: Marketing campaigns, subscription analysis, customer retention tracking.

Key Features:

  • Identify patterns and trends
  • Measure retention and conversion rates
  • Segment users or customers
  • Useful for targeted marketing or subscription services

Activity View

The Activity view shows all planned actions for a record, such as calls, tasks, or meetings.

Use Cases: CRM follow-ups, project task management.

Key Features:

  • Keep track of deadlines and follow-ups
  • Integrated reminders and notifications
  • Ensures activities are completed on time
  • Improves task and workflow management

Map View

The Map view visualizes records geographically, ideal for field operations, deliveries, or managing sales territories.

Use Cases: Logistics planning, delivery routing, sales territory management.

Key Features:

  • Visualize locations and routes clearly
  • Plan efficient field operations
  • Supports real-time, location-based decisions
  • Ideal for logistics or sales planning

Why Views Matter

Using the right view in Odoo 19 is about more than just appearance: it’s about efficiency, clarity, and control. Each view is designed to make specific tasks easier, whether it’s entering data, tracking progress, analyzing reports, or planning activities. By understanding and using these views effectively, businesses can save time, reduce errors, and make informed decisions faster.

To read more about What are the Basic Views in Odoo 18, refer to our blog What are the Basic Views in Odoo 18.


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