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Smart CRM Task Generator | Create Project Tasks from Leads

by
Odoo

$ 14.00

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Project (project)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 230
Technical Name crm_quick_task_advanced
LicenseOPL-1
Websitehttps://www.techultrasolutions.com/
Versions 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Project (project)
• Calendar (calendar)
• Contacts (contacts)
• Discuss (mail)
Lines of code 230
Technical Name crm_quick_task_advanced
LicenseOPL-1
Websitehttps://www.techultrasolutions.com/
Versions 16.0 17.0 18.0 19.0

Smart CRM Task Generator | Create Project Tasks from Leads

Managing follow-ups and actions from CRM leads can often become time-consuming and inefficient. This module simplifies your workflow by allowing you to instantly create project tasks directly from CRM leads with just one click.
With smart automation and intelligent project selection, this module ensures that every lead is seamlessly connected to actionable tasks, improving team productivity, collaboration, and execution speed.

Whether you're handling sales pipelines, customer follow-ups, or internal operations, this module bridges the gap between CRM and project management, helping your team stay organized and responsive.

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See how Smart CRM Task Generator | Create Project Tasks from Leads works.

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1. Global Project Configuration.

Easily streamline your workflow by setting a default project for quick tasks.
- Navigate to CRM Configuration
- Locate the Quick Task Default Project option
- Assign a default project that will automatically apply when creating tasks from leads
This ensures consistency and saves time during task creation.

2. Lead Management & Quick Task Creation.

Within the Lead form, managing tasks is simple and efficient:
- Go to the Tasks tab inside a lead
- Click on the Quick Task button to instantly create a task
- View all associated tasks directly under this section
This provides a centralized view of all activities linked to a lead.

3. Task Creation from Lead.

When creating a task from a lead, the system automatically includes:
- Task Name
- Default Project (based on configuration)
- Assigned Users
- Tags
- Customer Name
If it's not selected in the lead, it will not appear in the task.

4. Sales Team-Based Default Project.

Enhance flexibility with Sales Team-specific project configuration:
- Configure a default project (e.g., Office Design) for a specific Sales Team
- This overrides the global default project (e.g., Renovations)

5. Task Creation with Sales Team Configuration.

When a lead is assigned to a Sales Team:
- The Sales Team's default project is automatically applied
- Even if a global default exists, team-specific settings take priority

6. Lead Tasks Overview.

Stay organized with full visibility of tasks:
- All tasks linked to a lead are displayed in the Tasks tab
- Easily track progress and manage activities in one place

7. Tasks Smart Button.

Access all related tasks instantly:
- Use the Tasks Smart Button on the lead form
- Quickly view and manage every task associated with that lead

  • One-click task creation directly from CRM leads
  • Lead-based project configuration support
  • Sales team-based project mapping
  • Default project fallback from system settings
  • Auto-fill task details from lead information
  • Automatically assign salesperson as task assignee
  • Lead description copied to task description
  • CRM tags automatically mapped to project task tags
  • Avoids missed opportunities by ensuring task creation
  • Maintain strong linkage between lead and created tasks
  • Improve team productivity and task visibility
  • We provide 90 days bug-free support related to our module.
  • We provide 5 hours of free configuration support. Additional configuration or customization is billable.
  • The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
  • To create a ticket, send an email to support@techultra.in.

Does this module allow creating tasks directly from CRM leads?

Yes, it enables one-click task creation directly from the lead form.

Can I define a default project for task creation?

Yes, you can configure a default project from settings, and it will be used as a fallback.

How does the system decide which project to use?

It follows a smart priority:
Lead project
Sales team project
Default project
Fallback project

Will task details be filled automatically?

Yes, key details like name, customer, description, tags, and assigned user are auto-filled.

Can I view all tasks related to a lead?

Yes, All tasks related to leads will be displayed in the Task tab.

Are CRM tags transferred to tasks?

Yes, all tags are automatically mapped to project task tags, including dynamic creation if needed.

What happens if no project is configured?

The module safely falls back to an available project or shows a proper warning.



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