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Lead to Task

crm_lead_to_task folder_open OCA/crm open_in_new
Project License: LGPL-3

This module allows you to convert leads or opportunities into project tasks. It supports the following features:

  • Optional automatic archiving of the lead after conversion.
  • Ability to configure a Force Project so tasks are created directly without a popup.
  • Preserves attachments and messages from the lead.

DISCLAIMER: This module is a forward-port of a module from Odoo S.A. and as such, it is not included in the OCA CLA. That means we do not have a copy of the copyright on it like all other OCA modules.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Convert CRM leads or opportunities into project tasks directly from the lead form, keeping the conversation and attachments, and optionally archiving the lead afterwards.

This module adds a bridge between CRM and Project so a lead or opportunity can become a project task without retyping information.

On the lead form you get a "Create Task" or "Convert to Task" button (the label depends on whether leads are archived after conversion). Clicking it either opens a small popup asking for the target project, or, if a Force Project is configured, creates the task immediately and opens it.

When the task is created, the lead's name, description, email copy list and customer are carried over, and the whole conversation history plus attachments are moved to the task. The task keeps a link back to its original lead, shown as a "CRM Lead" button on the task form.

The lead form also shows a counter button with the number of tasks already created from it, so you can jump straight to that list.

In CRM settings there is a "Tasks" section where you can turn on automatic archiving of the lead after conversion and choose a default Force Project. Archiving is enabled by default at company level.

It touches crm.lead, project.task, company settings and a small conversion wizard.

Depends on

crmproject
Models and fields (5)
  • crm.lead · extends an existing modeltask_ids, task_count, crm_archive_lead_on_convert
  • res.company · extends an existing modelcrm_force_project_id, crm_archive_lead_on_convert
  • project.task · extends an existing modellead_id
  • res.config.settings · extends an existing modelcrm_force_project_id, crm_archive_lead_on_convert
  • crm.lead.convert2task · new modellead_id, project_id

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 4 confirmed, 5 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0
  • Ensure that your user has at least the following access rights:
  • Project: Project User
  • CRM: Salesperson

These permissions are required to create tasks from leads.

Usage

Source · Odoo 19.0
  • Open the CRM settings and configure:
  • Force Project: If set, all tasks created from leads will be assigned to this project without asking the user.
  • Archive Lead: If enabled, the lead will be archived after converting it to a task.
  • Navigate to CRM \> Sales \> My pipeline
  • Open an existing lead or create a new one.
  • Depending on the Archive Lead setting:
  • Enabled → The button will be labeled "Convert to Task".
  • Disabled → The button will be labeled "Create Task".
  • When clicking the button (either Create Task or Convert to Task), two scenarios are possible:
  • Force Project set → The task is created immediately and linked to the configured project.
  • No Force Project set → A popup appears allowing you to select a project.

Click Create Task in the popup to proceed.

  • After creation, you will be redirected to the new task form view.

All relevant lead information, including attachments and messages, will be copied to the task.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.