Task Creation from CRM Opportunity/Lead

Create Project Task from CRM Opportunity / Lead / Pipeline

CRM Opportunity | Pipeline with Create Task Feature

CRM Pipeline / Lead Form with Create Task in Odoo

This app allows you to create project tasks from CRM Opportunity/Lead/Pipeline Form as shown in below screenshots.

Main Features:

• Allow your CRM users to create a task from CRM Opportunity / Lead Form.
• Smart Button of Task on CRM Opportunity/Lead Form to show all the tasks related to that CRM.
• Reference field of Task on CRM Opportunity/Lead Form.
• Reference field of CRM Opportunity/Lead on Task Form.
• For more details please see the video and check below screenshots.

My Pipeline Menu

Create Task Button on Pipeline Form

Create Task from CRM Pipeline/Lead Wizard

Open Created Task on Kanban View

Task Form View

Pass Reference of Lead/Pipeline on Task Form

Smart Button of Tasks on Pipeline Form

Open Kanban View of Tasks from Smart Button on Pipeline Form

Create Task Button on Lead Form

Create Task from CRM Pipeline/Lead Wizard

Pass Reference of Lead/Pipeline on Task Form

Installation Instructions

1. Download the Module
   • Download the Task Creation from CRM Opportunity/Lead module from the Odoo App Store.
   • Save the downloaded module file (usually a .zip file) to your Odoo addons.
   • Log in to your Odoo system as an Administrator.
   • Navigate to the Apps module on your Odoo dashboard.
2. Install the Module
   • Once the module is uploaded, it will appear in the Apps list.
   • Click the Install button next to the Task Creation from CRM Opportunity/Lead module.
   • Odoo will install the module for you. Once it's done, the module is ready to use!
3. Troubleshooting
   • If you don't see the module in the Apps list: Ensure that you have activated developer mode by going to Settings → Activate Developer Mode.

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If you need any help or want more features, just contact us:

Email: speak@quocent.com

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