All-in-One Create Project and Task | All-in-One Project & Task Creator | CRM: Opportunity to Project | CRM Project Create | Project Task from CRM Opportunity/Lead | CRM Project Create | CRM Task Create | CRM Opportunity/Lead Join with Project Task | crm leads to project | crm leads to task | Projects from CRM | Tasks from CRM | Create Project and Task
by SPD Solutions
Odoo
$ 20.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
| Lines of code | 283 |
| Technical Name |
spd_universal_project_task |
| License | OPL-1 |
| Versions | 17.0 18.0 19.0 |
Community
Enterprise
Smart Project & Task Creation from Any Record
Odoo does not provide a built-in feature to directly create and link Projects and Tasks from any record form view.
With this module, you can seamlessly generate a Project and Task from CRM, Sales, Purchase, or any other Odoo model in just one click.
It automatically links the created Project and Task with the source document, ensuring full traceability across your business workflow.
This all-in-one solution improves project management efficiency by allowing users to create either a new project or use an existing one.
It eliminates manual navigation between modules, reduces operational effort, and speeds up execution from lead to project delivery within Odoo.
Key Features
- 🚀 Create Projects and Tasks directly from any Odoo record form view.
- 🔗 Seamlessly link created Projects/Tasks with the originating record.
- ⚙️ Supports multiple Odoo models (CRM, Sales, Purchase, Invoicing, etc.).
- 🧠 Smart wizard to choose between existing project or create new project.
- 📌 Automatic origin tracking for better traceability of business flow.
- 📝 Create a task instantly with minimal input using quick action.
- 🏗️ Option to use project templates for faster project creation.
- 🔄 Auto-link task with project and source document.
- 💬 Chatter integration with automatic log of project and task creation.
- 🔒 Secure and controlled access based on user permissions.
- 📊 Improves project management workflow from any business process.
- ⚡ Reduces manual effort and speeds up project/task creation process.
Feature Screenshot
Click on the CRM Menu
Open a Lead and Access Project & Task Process from the Gear Icon
Use Existing Project – Process Overview
Create New Project & Task – Process Overview
Select "Use Existing", Fill Details and Click Create Task
Created Task Opens Automatically
Task Entry Visible in Lead Chatter
Open Sales Order → Project & Task Process Action
Create New Project & Task from Sales Order
Newly Created Project Form View
Task Created Under S00002: Template-1 Project
Chatter Entry in Sales Order
Project Template Menu
Origin Field in Project List View
Origin Field in Task List View
Our Apps
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Technical Help & Support
Need help or customizations? Feel free to reach out!
+91-9016270317
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.
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