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OCA/crm · 19.0

CRM Project Task

crm_project_task

AGPL-3Sales/CRMv19.0.1.0.0232updated about 1 month ago
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Odoo Community Association

CRM Project Task

Alpha License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

This module allows salesman to create linked tasks from leads/opportunities in a special project for such tasks

[!IMPORTANT] This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Configuration

To configure this module, you need to:

  • Go to Project
  • Create a project
  • Go to CRM > Settings > Configuration > Projects
  • Set crm default project

Usage

  1. Go to CRM > Sales > My pipeline.
  2. Open one of the existing leads or create one.
  3. If no tasks have been created from this lead, there will be a button "Create Task". Click on it.
  4. What happens next depends on whether you have permission to create tasks in the configured default project or to even create tasks at all.
    • If yes: You will be redirected to a form view to create and edit the new task you are creating.
      • You may also click the status button and view all tasks linked to this lead. You may also add more tasks from these views.
    • If no: A popup will appear asking you for a name and description for the new task you are creating.
      • Click on "Create Task" button. A task will be created in the configured default project and the popup will close.
      • The status button will show you how many tasks are linked to this lead, but when you click on it you will only see ones to which you have been given access (by being set as a follower or by assignment of the lead to you). You will not be able to add any tasks from this view

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

EmilioPascual rafaelbn Andrii9090

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit <https://odoo-community.org/page/Contribute>.