CRM Project Task
This module allows salesman to create linked tasks from leads/opportunities in a special project for such tasks
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
Go to CRM > Sales > My pipeline.
Open one of the existing leads or create one.
If no tasks have been created from this lead, there will be a button “Create Task”. Click on it.
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
Contributors
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.
Current maintainers:
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.
1 maintainer
Release files for odoo-addon-crm-project-task 19.0.1.0.0.6
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Built distribution (wheel)
| File | Interpreter | ABI | Platform | Reset |
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| odoo_addon_crm_project_task-19.0.1.0.0.6-py3-none-any.whl | Python 3 | none | any | Details |
Release files / odoo_addon_crm_project_task-19.0.1.0.0.6-py3-none-any.whl
| Download URL | odoo_addon_crm_project_task-19.0.1.0.0.6-py3-none-any.whl |
|---|---|
| Size | 42.5 kB |
| Tags | Python 3 |
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