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CRM Project Task

crm_project_task folder_open OCA/crm open_in_new
Sales/CRM License: AGPL-3

This module allows salesman to create linked tasks from leads/opportunities in a special project for such tasks

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Create project tasks directly from CRM leads or opportunities and jump back and forth between the task and its originating lead.

This module links CRM leads/opportunities with project tasks. On a lead or opportunity form you get a "Create Task" button in the header (shown only while the lead is active and has no task yet) and a "Task(s)" counter button that opens the list of tasks linked to that lead.

An administrator first chooses a default project in CRM settings (a "Projects" block with a default project field). When a user creates a task from a lead, the task is pre-filled with the lead name, the default project, the lead's customer and the lead's salesperson. If the user has project access, the standard task form opens; otherwise a small pop-up wizard asks for a task name and description and creates the task for them. If no default project is configured, an error message tells the user to contact the administrator.

On the task side, a "Parent Lead" button appears when the task is linked to a lead and opens that lead, and the task form shows a "Lead/Opportunity" field. When leads are merged, their tasks are carried over to the surviving lead. The module touches crm.lead, project.task, res.company and res.config.settings.

Depends on

crmproject
Models and fields (5)
  • crm.lead · extends an existing modeltask_ids, task_count (#Task)
  • res.company · extends an existing modelcrm_default_project_id
  • project.task · extends an existing modellead_id
  • crm.create.task · new modellead_id, task_name, description
  • res.config.settings · extends an existing modelcrm_default_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: 5 confirmed, 4 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

To configure this module, you need to:

  • Go to Project
  • Create a project
  • Go to CRM \> Settings \> Configuration \> Projects
  • Set crm default project

Usage

Source · Odoo 19.0
  • Go to CRM \> Sales \> My pipeline.
  • Open one of the existing leads or create one.
  • If no tasks have been created from this lead, there will be a button "Create Task". Click on it.
  • What happens next depends on whether you have permission to create tasks in the configured default project or to even create tasks at all.
  • If yes: You will be redirected to a form view to create and edit the new task you are creating.
  • You may also click the status button and view all tasks linked to this lead. You may also add more tasks from these views.
  • If no: A popup will appear asking you for a name and description for the new task you are creating.
  • Click on "Create Task" button. A task will be created in the configured default project and the popup will close.
  • The status button will show you how many tasks are linked to this lead, but when you click on it you will only see ones to which you have been given access (by being set as a follower or by assignment of the lead to you). You will not be able to add any tasks from this view

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.