Lead to Task

crm_lead_to_task
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/19.0/crm_lead_to_task
VERSION
VERSION 1.0.0
CATEGORY
CATEGORYProject
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), Odoo S.A.
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), Odoo S.A.
COMMITTERS
COMMITTERSRuchir Shukla, Weblate, OCA-git-bot, oca-ci, eugenio
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:40:47
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - http_routing
    - auth_signup
    - phone_validation
    - project
    - analytic
    - uom
    - rating
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
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.

Code Analysis

Views touched (4)
XML IDNameModelTypeStatus
crm_lead_convert2task_view_form crm.lead.convert2task form New
crm_lead_to_task_res_config_settings_view_form res.config.settings.view.form.inherit.crm.lead.to.task res.config.settings xpath Inherits crm.res_config_settings_view_form
crm_lead_view_form crm.lead field Inherits crm.crm_lead_view_form
view_task_form2 project.task.view.form.inherit.crm.lead.to.task project.task xpath Inherits project.view_task_form2
Models touched (5)

New fields (3)
  • crm_archive_lead_on_convert Boolean
    related='company_id.crm_archive_lead_on_convert'
  • task_count Integer
    compute='_compute_task_count'
  • task_ids One2many → project.task
    args: 'project.task', 'lead_id'
Public methods (2)
  • action_crm_to_task(self)
  • action_view_tasks(self)

New fields (2)
  • lead_id Many2one → crm.lead
    comodel_name='crm.lead' domain=[('type', '=', 'lead')]
  • project_id Many2one → project.project
    comodel_name='project.project'
Public methods (2)
  • action_lead_to_project_task(self)
  • default_get(self, fields)
    @api.model

New fields (1)
  • lead_id Many2one → crm.lead
    args: 'crm.lead'
Public methods (1)
  • action_view_lead(self)

New fields (2)
  • crm_archive_lead_on_convert Boolean
    default=True
  • crm_force_project_id Many2one → project.project
    args: 'project.project', 'Force Project'
Public methods (0)

No public methods.

New fields (2)
  • crm_archive_lead_on_convert Boolean
    readonly=False related='company_id.crm_archive_lead_on_convert'
  • crm_force_project_id Many2one
    readonly=False related='company_id.crm_force_project_id'
Public methods (0)

No public methods.

REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/18.0/crm_lead_to_task
VERSION
VERSION 1.1.2
CATEGORY
CATEGORYProject
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), Odoo S.A.
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), Odoo S.A.
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, Christopher Rogos, Bhavesh Heliconia, Heliconia Solutions, MohamedOsman7
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:30:09
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - html_editor
    - calendar
    - resource
    - utm
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
    - project
    - analytic
    - uom
    - rating
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
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.

Code Analysis

Views touched (6)
XML IDNameModelTypeStatus
crm_lead_convert2task_view_form crm.lead.convert2task form New
crm_lead_to_task_res_config_settings_view_form res.config.settings.view.form.inherit.crm.lead.to.task res.config.settings xpath Inherits crm.res_config_settings_view_form
crm_lead_view_form crm.lead field Inherits crm.crm_lead_view_form
project_message_user_assigned project_message_user_assigned ir.ui.view qweb Inherits project.project_message_user_assigned
task_invitation_follower task_invitation_follower ir.ui.view qweb Inherits project.task_invitation_follower
view_task_form2 project.task.view.form.inherit.crm.lead.to.task project.task xpath Inherits project.view_task_form2
Models touched (5)

New fields (3)
  • crm_archive_lead_on_convert Boolean
    related='company_id.crm_archive_lead_on_convert'
  • task_count Integer
    compute='_compute_task_count'
  • task_ids One2many → project.task
    args: 'project.task', 'lead_id'
Public methods (2)
  • action_crm_to_task(self)
  • action_view_tasks(self)

New fields (2)
  • lead_id Many2one → crm.lead
    comodel_name='crm.lead' domain=[('type', '=', 'lead')] string='Lead'
  • project_id Many2one → project.project
    comodel_name='project.project' string='Project'
Public methods (2)
  • action_lead_to_project_task(self)
  • default_get(self, fields)
    @api.model

New fields (2)
  • effective_lead_id Many2one → crm.lead
    compute='_compute_effective_lead_id' args: 'crm.lead'
  • lead_id Many2one → crm.lead
    args: 'crm.lead'
Public methods (1)
  • action_view_lead(self)

New fields (2)
  • crm_archive_lead_on_convert Boolean
    default=True
  • crm_force_project_id Many2one → project.project
    args: 'project.project', 'Force Project'
Public methods (0)

No public methods.

New fields (2)
  • crm_archive_lead_on_convert Boolean
    readonly=False related='company_id.crm_archive_lead_on_convert'
  • crm_force_project_id Many2one
    readonly=False related='company_id.crm_force_project_id'
Public methods (0)

No public methods.

REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/17.0/crm_lead_to_task
VERSION
VERSION 1.1.0
CATEGORY
CATEGORYProject
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), Odoo S.A.
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), Odoo S.A.
COMMITTERS
COMMITTERSPedro M. Baeza, Weblate, OCA-git-bot, oca-ci, Carolina Fernandez, Santiago Rodriguez
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 19:20:03
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - calendar
    - onboarding
    - resource
    - utm
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
    - project
    - analytic
    - uom
    - rating
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION
This module allows to convert leads/opportunities to tasks.

**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.

Code Analysis

Views touched (3)
XML IDNameModelTypeStatus
crm_lead_convert2task_view_form crm.lead.convert2task form New
crm_lead_view_form crm.lead field Inherits crm.crm_lead_view_form
view_task_form2 project.task.view.form.inherit.crm.lead.to.task project.task xpath Inherits project.view_task_form2
Models touched (3)

New fields (2)
  • task_count Integer
    compute='_compute_task_count'
  • task_ids One2many → project.task
    args: 'project.task', 'lead_id'
Public methods (1)
  • action_view_tasks(self)

New fields (2)
  • lead_id Many2one → crm.lead
    comodel_name='crm.lead' domain=[('type', '=', 'lead')] string='Lead'
  • project_id Many2one → project.project
    comodel_name='project.project' string='Project'
Public methods (2)
  • action_lead_to_project_task(self)
  • default_get(self, fields)
    @api.model

New fields (1)
  • lead_id Many2one → crm.lead
    args: 'crm.lead'
Public methods (1)
  • action_view_lead(self)
REPOSITORY
REPOSITORYOCA/crm
GIT
GIThttps://github.com/OCA/crm.git
GIT FOLDER
GIT FOLDERhttps://github.com/OCA/crm/tree/16.0/crm_lead_to_task
VERSION
VERSION 1.0.1
CATEGORY
CATEGORYProject
LICENSE
LICENSELGPL-3
APPLICATION
APPLICATIONNo
AUTO-INSTALLABLE
AUTO-INSTALLABLENo
AUTHORS
AUTHORSTecnativa, Odoo Community Association (OCA), Odoo S.A.
MAINTAINERS
MAINTAINERSTecnativa, Odoo Community Association (OCA), Odoo S.A.
COMMITTERS
COMMITTERSWeblate, OCA-git-bot, oca-ci, Carolina Fernandez
WEBSITE
WEBSITEhttps://github.com/OCA/crm
LAST TRACKING UPDATE
LAST TRACKING UPDATE2026-07-06 00:53:42
ODOO DEPENDENCIES
ODOO DEPENDENCIES odoo/odoo:
    - crm
    - base_setup
    - base
    - web
    - sales_team
    - mail
    - bus
    - web_tour
    - calendar
    - resource
    - utm
    - web_kanban_gauge
    - contacts
    - digest
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - phone_validation
    - project
    - analytic
    - uom
    - rating
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES Not have
DESCRIPTION
DESCRIPTION

            
        


        
Code Analysis

        
Views touched (2)

        
        

        

            
XML IDNameModelTypeStatus

            
                
                

                    crm_lead_convert2task_view_form
                    
                    crm.lead.convert2task
                    form
                    
                        
                        New
                        
                    
                

                
                

                    crm_lead_view_form
                    
                    crm.lead
                    field
                    
                        
                        Inherits crm.crm_lead_view_form
                        
                    
                

                
            
        

        

        

        
Models touched (1)

        
        

            
            

                

                    
                

                

                    

                        New fields (2)
                        
                        
    
                            
                            
  • 
                                lead_id
                                Many2one → crm.lead
                                
                                
    
                                    
                                    comodel_name='crm.lead'
                                    
                                    domain=[('type', '=', 'lead')]
                                    
                                    string='Lead'
                                    
                                    
                                
    
                                
                            
    • 
                            
                            
  • 
                                project_id
                                Many2one → project.project
                                
                                
    
                                    
                                    comodel_name='project.project'
                                    
                                    string='Project'
                                    
                                    
                                
    
                                
                            
    • 
                            
                        

                        
                        Public methods (2)
                        
                        
    
                            
                            
  • 
                                action_lead_to_project_task(self)
                                
                                
                            
    • 
                            
                            
  • 
                                default_get(self, fields)
                                
    @api.model
    
                                
                            
    •