| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Project (project) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 148 |
| Technical Name |
eg_crm_opportunity_task |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Project Task from CRM Opportunity
This app enhances the CRM experience by integrating task management directly within the sales pipeline. Users can efficiently create, view, and manage tasks associated with leads and opportunities, ensuring streamlined workflows and improved productivity.
Highlight Project Task from CRM Opportunity
Seamless integration of task management within the CRM pipeline
User-friendly interface for creating and viewing tasks
Kanban view for visual task tracking
Smart buttons for quick access to related tasks
Features
Screenshots
Support
Service
Features
My Pipeline Menu:
Access the pipeline through the CRM/Sales/My Pipeline menu.
Create Task Button:
Easily create tasks from the pipeline form and lead wizard.
Kanban View:
View created tasks in a Kanban layout for better organization.
Project Task Form View:
Users can view and assign CRM/opportunity tasks in the project task form.
Smart Button of Tasks:
Quick access to view all tasks related to a specific opportunity from the pipeline form.
Lead Form Integration:
Create tasks directly from the lead form for enhanced workflow.
Screenshot
1) My Pipeline Menu:
Users can navigate to the CRM/Sales/My Pipeline menu to view their sales pipeline.
Navigation : CRM → Sales → My Pipeline
2) Create Task Button:
Click on the "Create Task" button in the pipeline form to initiate task creation.
3) Create Task from CRM Pipeline/Lead Wizard:
Users can create tasks directly from the CRM pipeline or lead wizard interface.
4) Open Created Task on Kanban View:
Newly created tasks can be viewed in a Kanban layout for easy tracking.
5) Project Task Form View:
Users can view and manage tasks in the Project Task Form, allowing for easy assignment of CRM/opportunity tasks.
6) Smart Button of Tasks on Pipeline Form:
A smart button on the pipeline form displays all tasks associated with the selected opportunity.A smart button on the pipeline form displays all tasks associated with the selected opportunity.
7) Open Kanban View of Tasks:
Users can open the Kanban view of tasks directly from the smart button on the pipeline form.
8) Create Task Button on Lead Form:
Users can create tasks directly from the lead form to ensure efficient task management.
9) Create Task from CRM Pipeline/Lead Wizard:
Reinforces the ability to create tasks seamlessly from different areas within the CRM.
10) Task View on Project Task Form:
Enhances visibility and management of tasks related to projects, integrating them within the overall project management workflow.
User Guide
Suggested Products
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module