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Project Task from CRM Opportunity
Project Task from CRM Opportunity is a powerful Odoo module designed to bridge the gap between sales and project management by seamlessly integrating task creation within the CRM pipeline.
Features
Screenshots
Support
Service
Features
My Pipeline Menu
Accessing the sales pipeline becomes quick and intuitive through the CRM/Sales/My Pipeline menu, providing a centralized entry point for managing opportunities. This ensures that users can easily navigate through their active leads and deals without unnecessary steps.
Create Task Button
The Create Task button enables users to generate tasks directly from the pipeline form and lead wizard with minimal effort. This eliminates the need to switch between modules, making task creation fast and seamless.
Kanban View
Tasks can be visualized in a Kanban layout, offering a clear and organized view of task progress across different stages. This visual representation helps users easily track the status of each task at a glance.
Project Task Form View
The project task form provides a detailed view where users can manage tasks linked to CRM opportunities. It allows assignment of responsibilities, tracking of progress, and updating of key task information.
Smart Button of Tasks
A dedicated smart button in the pipeline form offers quick access to all tasks associated with a specific opportunity. This allows users to instantly view related activities without navigating through multiple screens.
Lead Form Integration
Tasks can be created directly from the lead form, enabling early-stage task planning and execution. This ensures that even initial inquiries or potential deals are supported with proper task tracking.
Screenshot
1.) My Pipeline Menu
Easily navigate to the CRM pipeline through a structured menu path, making it simple to access and manage all ongoing opportunities.
Navigation : CRM → Sales → My Pipeline
2.) Create Task Button
A dedicated button within the pipeline form allows quick initiation of task creation. This simplifies the process of converting opportunities into actionable tasks without leaving the current workflow.
3.) Create Task from CRM Pipeline / Lead Wizard
Task creation is seamlessly integrated into both the pipeline and lead wizard, enabling users to generate tasks from multiple entry points. This flexibility ensures that important actions can be captured at any stage of the sales process.
4.) Open Created Task on Kanban View
Newly created tasks are organized in a Kanban layout, offering a visual overview of progress across different stages.
5.) Project Task Form View
Tasks can be opened in a detailed form view where users can assign responsibilities, update information, and monitor progress.
6.) Smart Button of Tasks on Pipeline Form
A smart button within the pipeline form provides instant access to all tasks linked to a specific opportunity.
7.) Open Kanban View of Tasks
From the smart button, users can quickly switch to the Kanban view of related tasks. This allows for a streamlined experience when reviewing and managing multiple tasks at once.
8.) Create Task Button on Lead Form
Task creation is also available directly from the lead form, ensuring that actions can be initiated even at the earliest stages of customer engagement.
9.) Create Task from CRM Pipeline / Lead Wizard (Reinforced)
The ability to create tasks from both the pipeline and lead wizard ensures consistency and flexibility in task management.
10.) Task View on Project Task Form
Tasks linked to opportunities are clearly integrated into the project task form, providing enhanced visibility and control.
User Guide
