odoo-addon-crm-lead-to-task 19.0.1.0.0.3

Create Tasks from Leads/Opportunities

Lead to Task

This module allows you to convert leads or opportunities into project tasks. It supports the following features:

• Optional automatic archiving of the lead after conversion.

• Ability to configure a Force Project so tasks are created directly without a popup.

• Preserves attachments and messages from the lead.

DISCLAIMER: This module is a forward-port of a module from Odoo S.A. and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.

Table of contents

• Configuration

• Usage

• Bug Tracker

• Credits

  • Authors

  • Contributors

  • Maintainers

Configuration

1. Ensure that your user has at least the following access rights:

   • Project: Project User

   • CRM: Salesperson

These permissions are required to create tasks from leads.

Usage

1. Open the CRM settings and configure:

   • Force Project: If set, all tasks created from leads will be assigned to this project without asking the user.

   • Archive Lead: If enabled, the lead will be archived after converting it to a task.

   

2. Navigate to CRM > Sales > My pipeline

3. Open an existing lead or create a new one.

4. Depending on the Archive Lead setting:

   • Enabled → The button will be labeled “Convert to Task”.

   

   • Disabled → The button will be labeled “Create Task”.

   

5. When clicking the button (either Create Task or Convert to Task), two scenarios are possible:

   • Force Project set → The task is created immediately and linked to the configured project.

   • No Force Project set → A popup appears allowing you to select a project. Click Create Task in the popup to proceed.

6. After creation, you will be redirected to the new task form view. All relevant lead information, including attachments and messages, will be copied to the task.

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

• Odoo S.A.

• Tecnativa

Contributors

• Tecnativa:

  • Pedro M. Baeza

  • Carolina Fernandez

• Ruchir Shukla <[e-mail]>

Maintainers

This module is maintained by the OCA.

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.

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.