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1fb3fa9
[ADD] crm_project: From Odoo v12 CE
Feb 7, 2021
b5f6b21
[IMP] crm_project: black, isort, prettier
pedrobaeza Feb 7, 2021
6c32bfb
[MIG+IMP] crm_project: Migration to 13.0
pedrobaeza Feb 7, 2021
ce6eac3
[IMP] crm_project: black, isort, prettier
victoralmau Oct 8, 2021
00d8a00
[MIG] crm_project: Migration to 14.0
victoralmau Oct 8, 2021
8288710
[IMP] crm_project : black, isort, prettier
bizzappdev Feb 10, 2022
ba3a27b
[MIG]crm_project: Migrate crm_project to v15.
bizzappdev Feb 10, 2022
31ff91c
[IMP] crm_project: Copy email_cc from lead to task.
victoralmau Oct 17, 2022
32b1e65
[MIG] crm_project: Migration to 16.0
carolinafernandez-tecnativa Sep 25, 2023
50835d5
[IMP] crm_lead_to_task: pre-commit auto fixes
carolinafernandez-tecnativa Jul 19, 2024
1794848
[MIG] crm_lead_to_task: Migration to 17.0
carolinafernandez-tecnativa Jul 19, 2024
2e05337
[ADD] crm_lead_to_task: Add relationship and smart buttons
santiagordz Aug 1, 2024
02f894c
[FIX] crm_lead_to_task: pre-commit
santiagordz Aug 1, 2024
1f16bb1
[FIX] crm_to_task: Fix lead_id comodel
santiagordz Aug 5, 2024
849987e
[ADD] crm_lead_to_task: Add tests
santiagordz Aug 5, 2024
cc5e7f6
Translated using Weblate (Italian)
mymage Aug 12, 2024
12cb414
Translated using Weblate (Portuguese (Brazil))
SottomaiorMacedoTec Sep 3, 2024
5ec97a6
[IMP] crm_lead_to_task: pre-commit auto fixes
BhaveshHeliconia Nov 27, 2024
be219e6
[MIG] crm_lead_to_task: Migration to 18.0
BhaveshHeliconia Nov 27, 2024
077cd6f
[UPD] Update crm_lead_to_task.pot
Jul 1, 2025
097978f
[BOT] post-merge updates
OCA-git-bot Jul 1, 2025
ceba9ed
[IMP] crm_lead_to_task: add archive option and force project setting
MohamedOsman7 Aug 8, 2025
a87247c
[UPD] Update crm_lead_to_task.pot
Sep 8, 2025
1011714
[BOT] post-merge updates
OCA-git-bot Sep 8, 2025
77e8aa5
Update translation files
weblate Sep 8, 2025
3a2a460
Translated using Weblate (Italian)
mymage Sep 9, 2025
03304b8
[MIG] crm_lead_to_task: Migration to 19.0
bizzappdev Oct 1, 2025
c55d28f
[FIX] crm_lead_to_task: Removed crm_project.pot
bizzappdev Oct 1, 2025
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150 changes: 150 additions & 0 deletions crm_lead_to_task/README.rst
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.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association

============
Lead to Task
============

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:8c57d1a9a028a904af0b573159693f33a7d05faaefc292afeb1924cfab88c042
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/19.0/crm_lead_to_task
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-19-0/crm-19-0-crm_lead_to_task
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=19.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

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.

**Table of contents**

.. contents::
:local:

Configuration
=============

1. 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
=====

1. 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.

|crm_settings|

2. Navigate to *CRM > Sales > My pipeline*

3. Open an existing lead or create a new one.

4. Depending on the Archive Lead setting:

- Enabled → The button will be labeled "Convert to Task".

|convert_to_task|

- Disabled → The button will be labeled "Create Task".

|create_task|

5. 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.

6. 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.

.. |crm_settings| image:: https://raw.githubusercontent.com/OCA/crm/19.0/crm_lead_to_task/static/description/crm_settings.png
.. |convert_to_task| image:: https://raw.githubusercontent.com/OCA/crm/19.0/crm_lead_to_task/static/description/convert_to_task.png
.. |create_task| image:: https://raw.githubusercontent.com/OCA/crm/19.0/crm_lead_to_task/static/description/create_task.png

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_to_task%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Odoo S.A.
* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Pedro M. Baeza
- Carolina Fernandez

- Ruchir Shukla <ruchir@bizzappdev.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/19.0/crm_lead_to_task>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions crm_lead_to_task/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,3 @@
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
from . import models
from . import wizard
24 changes: 24 additions & 0 deletions crm_lead_to_task/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,24 @@
# Copyright 2010-2020 Odoo S. A.
# Copyright 2021 Tecnativa - Pedro M. Baeza
# Copyright 2023-2024 Tecnativa - Carolina Fernandez
# License LGPL-3 - See https://www.gnu.org/licenses/lgpl-3.0.html
{
"name": "Lead to Task",
"summary": "Create Tasks from Leads/Opportunities",
"sequence": "19",
"category": "Project",
"complexity": "easy",
"author": "Odoo S.A., Odoo Community Association (OCA), Tecnativa",
"website": "https://github.com/OCA/crm",
"depends": ["crm", "project"],
"version": "19.0.1.0.0",
"license": "LGPL-3",
"installable": True,
"data": [
"security/ir.model.access.csv",
"wizard/crm_lead_convert2task_views.xml",
"views/crm_lead_views.xml",
"views/project_task_views.xml",
"views/res_config_settings_views.xml",
],
}
174 changes: 174 additions & 0 deletions crm_lead_to_task/i18n/af.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,174 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_project
#
# Translators:
# Martin Trigaux <mat@odoo.com>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.saas~18\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-09-20 09:52+0000\n"
"PO-Revision-Date: 2017-09-20 09:52+0000\n"
"Last-Translator: Martin Trigaux <mat@odoo.com>, 2017\n"
"Language-Team: Afrikaans (https://www.transifex.com/odoo/teams/41243/af/)\n"
"Language: af\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"

#. module: crm_lead_to_task
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form
msgid ""
"<span class=\"o_stat_text\" invisible=\"task_count &lt; 2\">Tasks</span>\n"
" <span class=\"o_stat_text\" invisible=\"task_count "
"&gt; 1\">Task</span>"
msgstr ""

#. module: crm_lead_to_task
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.view_task_form2
msgid "<span class=\"o_stat_text\">CRM Lead</span>"
msgstr ""

#. module: crm_lead_to_task
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_to_task_res_config_settings_view_form
msgid "Archive lead"
msgstr ""

#. module: crm_lead_to_task
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
msgid "Cancel"
msgstr "Kanselleer"

#. module: crm_lead_to_task
#: model:ir.model,name:crm_lead_to_task.model_res_company
msgid "Companies"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model,name:crm_lead_to_task.model_res_config_settings
msgid "Config Settings"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.actions.act_window,name:crm_lead_to_task.crm_lead_convert2task_action
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form
msgid "Convert to Task"
msgstr ""

#. module: crm_lead_to_task
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_convert2task_view_form
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_view_form
msgid "Create Task"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__create_uid
msgid "Created by"
msgstr "Geskep deur"

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__create_date
msgid "Created on"
msgstr "Geskep op"

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead__crm_archive_lead_on_convert
#: model:ir.model.fields,field_description:crm_lead_to_task.field_res_company__crm_archive_lead_on_convert
#: model:ir.model.fields,field_description:crm_lead_to_task.field_res_config_settings__crm_archive_lead_on_convert
msgid "Crm Archive Lead On Convert"
msgstr ""

#. module: crm_lead_to_task
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_to_task_res_config_settings_view_form
msgid "Default project to be used when creating a task from a lead."
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__display_name
msgid "Display Name"
msgstr "Vertoningsnaam"

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_res_company__crm_force_project_id
#: model:ir.model.fields,field_description:crm_lead_to_task.field_res_config_settings__crm_force_project_id
msgid "Force Project"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__id
msgid "ID"
msgstr "ID"

#. module: crm_lead_to_task
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_to_task_res_config_settings_view_form
msgid ""
"If enabled, leads will be archived automatically after converting it to a "
"task."
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__write_uid
msgid "Last Updated by"
msgstr "Laas Opgedateer deur"

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__write_date
msgid "Last Updated on"
msgstr "Laas Opgedateer op"

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__lead_id
#: model:ir.model.fields,field_description:crm_lead_to_task.field_project_task__lead_id
msgid "Lead"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model,name:crm_lead_to_task.model_crm_lead_convert2task
msgid "Lead convert to Task"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model,name:crm_lead_to_task.model_crm_lead
msgid "Lead/Opportunity"
msgstr ""

#. module: crm_lead_to_task
#. odoo-python
#: code:addons/crm_lead_to_task/models/project_task.py:0
#: code:addons/crm_lead_to_task/tests/test_crm_lead_task.py:0
msgid "Lead: %s"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead_convert2task__project_id
msgid "Project"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model,name:crm_lead_to_task.model_project_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead__task_ids
msgid "Task"
msgstr ""

#. module: crm_lead_to_task
#: model:ir.model.fields,field_description:crm_lead_to_task.field_crm_lead__task_count
msgid "Task Count"
msgstr ""

#. module: crm_lead_to_task
#: model_terms:ir.ui.view,arch_db:crm_lead_to_task.crm_lead_to_task_res_config_settings_view_form
msgid "Tasks"
msgstr ""

#. module: crm_lead_to_task
#. odoo-python
#: code:addons/crm_lead_to_task/models/crm_lead.py:0
#: code:addons/crm_lead_to_task/tests/test_crm_lead_task.py:0
msgid "Tasks from crm lead %s"
msgstr ""

#~ msgid "Last Modified on"
#~ msgstr "Laas Gewysig op"
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